Examples: Making a Usage Decision
Based on the usage decision in QM, there can be three different action types in WM:
For posting changes from quality inspection to unrestricted-use stock, a posting change notice and 2 interim storage quants are created in WM. When you create a transfer order for this posting change notice, WM automatically selects all quants for this inspection lot no matter where the material is located in the warehouse. If a transfer requirement still exists for this inspection lot, the material data in this transfer requirement is changed in accordance with the posting change notice (in this case the stock category is changed from "Q" to "available"). If you decided to retain the inspection sample in the goods receipt area, this transfer requirement remains open and must still be processed.
Material is returned to the vendor, or there is a goods issue to scrap or a stock transfer to another storage location. In this case, a negative quant is created in WM in the goods issue interim storage area. If there is still a stock placement transfer requirement for this inspection lot, it is reduced by the stock removal quantity. Depending on the setting in the movement type, the system creates a transfer requirement for the stock removal. An exception to this is when the interim storage bins in the transfer requirement to be created and in the transfer requirement to be canceled are the same. In this case, the system does not create a stock removal transfer requirement.
In WM there is no stock placement before the usage decision, that is, the complete goods receipt quantity remains in the GR Area (interim storage area for goods receipts) and the stock placement transfer requirement is completely open. The usage decision triggers off the process "Return to vendor". Now, if the movement type of the return delivery is set so that the dynamic coordinate "Purchase order number" is used, the interim storage quant is balanced, the stock placement transfer requirement is canceled, and no new transfer requirement is created. Therefore, if the complete GR quantity is to be returned to the vendor, no further actions in WM are required.
If the goods receipt quantity is already placed into stock and if it has to be removed again on the basis of the usage decision, the system will only select those quants that belong to the respective inspection lot when the stock removal transfer requirement is being converted into a transfer order. If the system cannot automatically select quants for the required stock removal amount, you can display the material stocks without inspection lots from the stock overview during transfer order creation. For this purpose, choose Edit
® Inspection lot ® Ignore from the stock overview.This process is only supported for inspection sample quantities that can be posted from the usage decision for "goods issue to inspection sample" and for "goods issue to returns".
If the inspection sample quantity for each transfer order is reposted during goods receipt to an inspection sample storage bin, the stock in this storage bin is reduced by the two postings directly from the usage decision. No further action in WM is necessary.
If the inspection sample quantity remains in the goods receipt area during the goods receipt process, there is also a stock reduction in this storage bin. Also, the open transfer quantity is reduced by the respective quantity. No further actions are required in WM.
Automatic transfer order processing in the background
As a rule, automatic transfer order creation in the background is possible for all processes directly from the usage decision. This can be set in the movement type in the WM Customizing application.
Automatic transfer order creation is prevented internally by the system if more than one IM posting is created for which a transfer order is to be created automatically. The reason is that in this case the automatic quant determination is not possible during transfer order creation. The postings "GI to inspection sample" and "GI to returns" are exceptions if the respective quantity is in the inspection sample storage bin or still in the goods receipt area.
Table: Clarification of Logic
It is understood that for all the movement types involved, the setting "automatic transfer order creation" is defined.
Total Inspection Lot Quantity: 100 pieces
100 |
PC |
to available |
automatic TO creation possible |
90 |
PC |
to available |
automatic TO creation possible |
10 |
PC |
to sample |
|
90 5 |
PC PC |
to available to sample |
|
5 |
PC |
to returns |
automatic TO creation possible |
90 |
PC |
to available |
|
10 |
PC |
Stock Returned to Vendor |
automatic TO creation not possible |
100 |
PC |
to scrap |
automatic TO creation possible |
10 90 |
PC PC |
to scrap Stock Returned to Vendor |
automatic TO creation not possible |