Creating Transfer Requirements

Use

Stock movements are planned and triggered via the transfer requirement. Transfer requirements form the basis for creation of transfer orders that are used to carry out physical goods movements.

Features

You can create transfer requirements

  • Automatically by posting a goods movement in Inventory Management

  • Automatically by requesting materials using the Production Planning system

  • Manually using WM

You can create transfer requirements with or without reference to other system documents.

Note Note

 You can create a transfer requirement

End of the note.

With reference...

 

to a material document

to move stock into or out of the warehouse

to a production order

to supply required materials to a production supply area

Without reference...

to move stock from one bin to another in the warehouse

 

to request crate parts and release order parts to replenish their assigned storage bins in production supply areas

 

to initiate the replenishment of fixed bins in WM

Transfer requirement updates

A transfer requirement is updated by the system

  • When you create, confirm or cancel a transfer order

Once you have confirmed the corresponding transfer order, the system updates the field for the open transfer order items in the transfer requirement.

When the entire quantity of a transfer requirement has been processed by a transfer order, that is, all items have been processed, the system sets the Header status to E, meaning that the transfer requirement is completed.

  • When you cancel a goods receipt posting or a goods issue posting in Inventory Management

Sometimes when a goods receipt or goods issue posting is canceled in IM, an open transfer requirement exists for the quantity being canceled. This can happen if the goods have not yet been transferred in WM, that is, a transfer order has not been created. In this case, the system automatically determines if a corresponding transfer requirement exists. If it finds one, the system reduces the quantity in the transfer requirement by the quantity being canceled or deletes the transfer requirement if the entire quantity is to be canceled.

Example

Creating a transfer requirement in IM

A purchase order for material MATL1 is created in the Materials Management (MM) system. At a later time, the material MATL1 is received. When the material is received, you post goods receipt in IM . In this case, IM automatically creates a transfer requirement and updates both IM and WM data about the material. The quantity of the goods received is located at the goods receipt interim storage area, also known as the receiving area. Subsequently, the quantity of the goods is moved from the receiving area into the warehouse. The physical movement is carried out with a transfer order, which is created by the system using information contained in the transfer requirement.

Manual transfer requirement generation

A work center in the production department needs a quantity of an overhead costs material. In this case, the user manually creates a transfer requirement in WM. Subsequently, the quantity of the required material is moved from the warehouse to the goods issue interim storage area, also known as the distribution area. The physical movement is carried out with a transfer order, which is created by the system using information contained in the transfer requirement.