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 Stock Transport Order with Delivery and Billing Document/Invoice

Purpose

With this type of stock transfer, the transfer posting is not valuated at the valuation price of the material in the issuing plant, but is defined in both the issuing and receiving plants using conditions.

Caution Caution

Stock transfers that include deliveries and billing documents/invoices are only possible between plants belonging to different company codes.

End of the caution.

If you want to carry out a cross-company-code stock transport order with delivery but without a billing document, you must set the Relevant for Billing indicator in Customizing of the item type to "blank" (not relevant for billing).

The following components are involved in this type of stock transfer:

  • Purchasing (MM-PUR) in entering the order

  • Shipping (LE-SHP) in making the delivery from the issuing plant

Characteristics of a Stock Transport Order

  • The quantity posted from the specified stock type of the issuing plant is not managed in the issuing plant or in the receiving plant. The quantity is posted to the specified stock type of the receiving plant in the goods receipt posting. After the goods issue has been posted, the stock overview displays the quantity transferred as Stock in trans. CC . This stock is determined dynamically for stock balance display.

  • The goods movements are valuated at the price determined in each case.

  • Accounting documents are created for the following transactions:

    • Goods issue

    • Goods receipt

    • Billing

    • Invoice receipt

Process Flow

  1. The receiving plant creates a stock transport order.

    Plant A would like to order materials from plant B. Plant A enters a stock transport order. The stock transfer is used to plan the movement. Purchasing determines the price for the materials.

  2. The issuing plant posts a delivery

    Plant B supplies the goods to plant A. Depending on the Customizing settings for the automatic creation of outbound deliveries , a replenishment delivery is created automatically. Unlike a stock transfer without a billing document, no stock in transit is created upon goods issue. Depending on the output determination configuration for the automatic creation of inbound deliveries , an inbound delivery is automatically created for the receiving plant.

  3. The receiving plant posts a goods receipt

    Once the goods arrive in the receiving plant, the plant posts a goods receipt for the inbound delivery. The stock in transit is reduced and the quantity of the specified stock type increased. Billing in CRM may be triggered upon goods issue.

  4. The receiving plant posts an invoice

    The receiving plant enters an invoice that refers to the billing document.