Creating a TO in WM without a Previous Posting in IM 

This process is explained using the transfer of a pallet from production into the warehouse as an example. The goods are brought to the identification area of the high rack storage warehouse with a conveyor belt and should be placed into stock.

  1. To create the transfer order, choose  TransOrder  ®   Create  ®   Without reference from the WM menu bar.
  2. On the initial screen, enter the warehouse number, WM movement type (521), quantity, material number, and plant. If you enter a storage unit type (in the Stor.unit type field), the system uses the unit type you enter instead of the storage unit type in the material master record, if available.
  3. If you have a single storage unit type, choose  Goto  ®   Single item to go to the item generation screen. If you are creating a transfer order for more than one storage unit type, choose ENTER or   Goto ®   Preparation to go to the preparation screen where the storage unit types and quantities are proposed.

  4. If you selected the item generation screen (for a single storage unit type), the system proposes the destination storage bin and type, as well as the quantity of material that will be placed in the storage bin. The proposed values are based on the storage unit type and stock placement strategy for the storage type, among other things. To create a transfer order that consists of only one item choose ENTER . The system returns to the initial screen with a message that the transfer order was created.

If you are creating a transfer order for moving more than one storage unit type into the warehouse, you go to the preparation screen. The system proposes the palletization information, if available, from the material master record. You can accept the proposed values or overtype them. Choose either   Goto   ®   Generate TO item   ®   Foreground process or Goto   ®   Generate TO item  ®  Background process to create the transfer order items, which are displayed on the preparation screen.

To save the transfer order, choose  Transfer order  ®   Post. The system returns to the initial screen with a message that the transfer order was created.

With this transfer order the system posts the quantity in WM. A negative quantity is posted to the goods receipt interim storage area while a positive quantity is posted to the destination storage area. These individual quantities zero each other out and leaves the WM total stock balance at zero.

Displaying the Stock Balance

There are several ways to display the stock balance. For example, you can choose  Master data  ®   Material  ®   Stock  ®   Stock overview from the WM menu bar. This task displays the summarized stock balances by storage type for a specific material.

Posting the Goods Receipt in IM

You complete this type of goods receipt by posting it in IM.

  1. Choose   Goods movement  ®   Goods receipt  ®   Other from the IM menu bar.
  2. On the initial screen, enter at least the movement type 521 and the plant.

With this task the stock in IM is increased. Additionally a positive quantity is posted to the goods receipt interim storage area in WM. This means that the negative quantity in the interim storage area is removed, resulting in a positive quantity in the storage bin.