Stock Transport Order with Delivery via Shipping 

Purpose

This stock transfer can be carried out in the one-step procedure and the two-step procedure.

The following components are involved in this stock transfer:

●     Purchasing (MM-PUR) in entering the order

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

●     Inventory Management (MM-IM) at goods receipt in the receiving plant

This stock transport order has the following characteristics:

●     The quantity posted from stock is first of all managed as stock in transit of the receiving plant. Only once the goods receipt has been posted is the quantity posted to the unrestricted-use stock of the receiving plant.

This enables the quantity "on the way" to be monitored.

●     You can enter delivery costs in the order.

●     The transfer posting is valuated at the valuation price of the material in the issuing plant.

●     If the plants involved belong to different company codes, the stock transport order between plants is also a transfer between company codes. In this case, the system creates two accounting documents when the goods issue is posted. The stock posting is offset against a company code clearing account.

Prerequisites

See Prerequisites: Stock Transport Order with Delivery via Shipping

Process Flow

...

       1.      Stock transport order in the receiving plant

The receiving plant enters a stock transport order with order type UB and item category U. The stock transport order is used to plan the movement.

From the menu, choose Purchasing → Purchase Order → Create → Stock Transfer.

See Stock Transfer in Purchasing

       2.      Delivery in the issuing plant

The issuing plant (supplying plant) delivers the material to the receiving plant. The responsible shipping point in the supplying plant enters a replenishment delivery in shipping.

On goods issue posting, the value transfer occurs. In other words, the material is assigned to the receiving plant for accounting purposes. This means that the valuation type must be known. The system creates a material document and an FI document. The document flow of the delivery also shows the referenced order.

From the menu, choose Logistics → Sales and Distribution → Shipping and Transportation → Outbound Delivery → Create → Collective Processing of Documents Due for Delivery → Purchase Orders.

○     If you use the two-step procedure, use movement type 641.

○     If you use the one-step procedure (movement type 647), no goods receipt needs to be posted when the goods arrive in the receiving plant.

The material is posted to the stock in transit of the receiving plant. (See Displaying Stock in Transit)

The replenishment delivery is handled in shipping as a delivery created with reference to a sales order.

If you use a separate number range for replenishment deliveries, include them in the selection.

See Posting a Goods Issue in Shipping

       3.      Goods receipt in the receiving plant

Once the materials arrive in the receiving plant, the plant posts a goods receipt for the delivery. The stock in transit is therefore reduced and the unrestricted-use stock is increased.

At goods receipt posting, a purchase order history record is created automatically.

Since the material has already been assigned to the receiving plant for accounting purposes, on goods issue, only a material document is created on goods receipt, no FI document. The stock situation in the supplying plant is not affected by the goods receipt.

In the menu, choose Inventory Management →Goods Movement → Goods Receipt → For Purchase Order.

To ensure that the delivery is updated, first you must post the goods receipt with reference to the delivery.

If you post the goods receipt with reference to the order (movement type 101), the delivery is not updated.

There is no need to post the goods receipt if the stock transfer uses the one-step procedure.

See Goods Receipt for a Stock Transport Order