Defining Document Types

Stock transfer and returns stock transfer:

For each stock transfer process and its return, you have defined a corresponding document type in Customizing for Materials Management, under  Purchasing Purchase Order Define Document Types .

You can define these as follows: Cross-company-code and intra-company-code stock transfers use the same document types. The system differentiates between the two using the vendor's master data. The same document types are also used for cross-company-code returns stock transfers. However, for Customizing reasons, intra-company-code returns processes have their own document types.

You can use document type Standard Purchase Order (NB) as a template, and tailor it to your requirements.

You have, for example, the following document types:

Customer delivery:

For the outbound delivery you have defined the corresponding document type in Customizing for Sales and Distribution, under  Sales Sales Documents Sales Document Header Define Sales Document Types .

You can use sales document type Standard Order (TA) as a template, and tailor it to your requirements.

You have, for example, the following sales document type for transfer of title at the customer location: ORNC

Defining Delivery Types

Stock transfer, returns stock transfer, and customer delivery:

For each process, a corresponding delivery type is defined in Customizing for Logistics Execution, under  Shipping Deliveries Define Delivery Types .

Assigning Delivery Type to Document Type

Stock transfer:

For each process, you have defined the assignment for each issuing plant, in Customizing for Materials Management, under  Purchasing Purchase Order Set Up Stock Transport Order Assign Delivery Type and Checking Rule

Returns stock transfer:

For each process, you have defined the assignment for each issuing plant in Customizing for Materials Management, under  Purchasing Purchase Order Returns Order Store Return/Return Plant to Plant .

Customer delivery:

For the outbound delivery you have defined the assignment in Customizing for Sales and Distribution, under  Sales Sales Documents Sales Document Header Define Sales Document Types , in the Shipping section of the detail view:

Document type ORNC to delivery type NCCU

Defining Item Categories

Stock transfer, returns stock transfer, and customer delivery:

For each process, you have defined the corresponding item category in Customizing for Sales and Distribution, under  Sales Sales Documents Sales Document Item Define Item Categories .

Defining Item Category Determination in Deliveries

Stock transfer, returns stock transfer, and customer delivery:

For each process, the delivery type is assigned to the corresponding item categories (for example, cross-company code stock transfer with transfer of title at goods issue), in Customizing for Logistics Execution, under  Shipping Deliveries Define Item Category Determination in Deliveries : Delivery type NCCR is assigned to item type NCCR.

Defining Schedule Line Categories in Deliveries

Stock transfer, returns stock transfer, and customer delivery:

For each process a schedule line category is defined, to which the relevant movement types are assigned. This is done in Customizing for Sales and Distribution, under  Sales Sales Documents Schedule Lines Define Schedule Line Categories (see Movement Types for Valuated Stock in Transit).

For more information on movement types, see Customizing for Materials Management, under  Inventory Management and Physical Inventory Movement Types Copy, Change Movement Types .

Assigning Schedule Line Category to Item Category

Stock transfer, returns stock transfer, and customer delivery:

For each process, the relevant assignments are found in Customizing for Sales and Distribution, under  Sales Sales Documents Schedule Lines Assign Schedule Line Categories (for example item category NCCR is assigned to schedule line category N1).

Defining Proof of Delivery Relevance Based on Delivery Item Category

To specify that an item in a stock transport order or a delivery is relevant for a proof of delivery, you need to set relevance for proof of delivery, based on the delivery item type. Do this in Customizing for Logistics Execution, under  Shipping Deliveries Proof of Delivery Set POD-Relevance Depending on Delivery Item Category .

Additional Data:

For stock transfer processes and returns processes, you have also done the following: