Stock Transfer in Purchasing 

Use

In Purchasing, you can request and monitor a stock transfer in the following stock transfer documents:

●     Stock transport order

●     Purchase requisition

●     Stock transport scheduling agreement

Features

For stock transfers with stock transfer documents, you have the following additional functions:

●     Checking and displaying availability

●     System behavior in case of material shortage

●     Defining partial delivery/outbound delivery

●     Allowing tolerances for underdelivery

Checking and Displaying Availability

Automatic Check

When you change MRP-relevant data (for example, quantity or date) on the scheduling screen in stock transfer documents (order, purchase requisition, and scheduling agreement), the system automatically checks availability. This assumes that you have assigned a Checking Rule for Availability Checks in Customizing for Purchasing.

In the "old" purchase order (ME21), the system does not check availability until you leave the scheduling screen.

Manual Check – Enjoy Transactions (ME21N and ME51N)

To check the availability manually, choose  Check Availability.

●     If you check the availability in the stock transport order, you see a confirmation proposal.

This confirmation proposal depends on the availability situation and the rule for copying the results defined in Customizing. In Customizing you can, for example, choose between one-time delivery, complete delivery, and delivery proposal.

●     If you check the availability in the stock transport requisition, you see the availability overview.

Display Availability Overview – Enjoy Transactions (ME21N and ME51N)

To call the availability overview, choose Environment → Availability.

If the material is not available in the supplying plant, you see a message. You can define in Customizing whether message 06 450 is shown as a warning message or an error message.

Manual Check and Display Availability Overview (ME21, ME51N, and ME38)

To check the availability manually and call the availability overview, choose Environment → Availability.

See Availability Check for Stock Transport Orders

System behavior in case of material shortage

For the automatic check and the manual check, the following applies: you can use user parameter EVO to determine that you see a dialog box in case of material shortage. In this dialog box, you see the availability overview from the availability check (ATP).

You create this user parameter in Customizing for Purchasing under Environment Data → Define Default Values for Buyers. On the Additional Screens tab page, in the Availability Check for Stock Transfers screen area, set the Detailed Information indicator.

Partial Delivery and Outbound Delivery (Order Only)

In stock transfer documents, at item level, the Partial Delivery and Outbound Delivery indicators are relevant.

Partial delivery

The setting for partial delivery from the customer master or the receiving plant is proposed, if values that are valid for purchasing are stored there. In the customer master, you can define the following values:

●     Blank – partial delivery allowed

●     A – Create a delivery with quantity not equal to 0

●     B – Create only one delivery (also with quantity =0)

●     C – Delivery must be complete

●     D – Subsequent delivery as required

Values C and D do not apply to purchasing documents, so these are not copied to the purchasing document item.

You can change the proposed values in the stock transfer document.

You can choose between the following settings:

●     Blank – partial delivery allowed

The outbound delivery indicator is not selected after the delivery is created or if the full quantity is delivered, because the order is automatically completed.

●     A – Create a delivery with quantity not equal to 0

The outbound delivery indicator is only selected if a delivery with a quantity not equal to 0 is carried out.

●     B – Create only one delivery (also with quantity =0)

The outbound delivery indicator is only selected if a delivery (also with a quantity of 0) is created.

Outbound delivery

If you define a partial delivery (value A or B), and then a delivery occurs, the system selects the Outbound Delivery indicator (EGLKZ). Then you cannot create a delivery for the item.

Final delivery

As standard, the outbound delivery indicator (ELIKZ) is set automatically on goods receipt, if the GR quantity is the same as the GI quantity. This applies to cross-company-code and intra-company-code stock transfers.

If you want different system behavior for a cross-company-code stock transfer, see SAP Note 167795 – Completion of stock transfers with GI qty > GR qty.

Tolerance of Underdelivery (Order Only)

You can define the conditions under which underdeliveries are accepted on goods issue for the stock transport order.

The system recognizes the following factors:

●     Combination of issuing and receiving plant (Customizing)

●     Percentage underdelivery tolerance related to order quantity (from stock transport order)

If the system accepts an underdelivery, in other words, if the quantity at goods issue is sufficient according to the underdelivery tolerance, the outward delivery completed indicator is set automatically in the order.

You have created a stock transport order for 100 pieces with an underdelivery tolerance of 10%.

In the supplying plant, a goods issue of 95 pieces is posted.

If you have selected the underdelivery tolerance for stock transfers in Customizing, the delivery for the order is regarded as completed. The remaining quantity is no longer regarded as a requirement in the issuing plant.

For an underdelivery within the tolerance limit, the outward delivery completed indicator is set automatically in the order, so that no downstream processes (planned order, production order, and so on) are triggered in the supplying plant.

Activities

Create Stock Transport Order

...

       1.      From the Purchasing menu, choose Purchase Order →Create →Vendor/Supplying Plant Known. Select order type UB (stock transport order) and item category U (stock transfer).

You will find a table of the possible combinations of order type and item category under Stock Transfer Using a Stock Transport Order.

       2.      Enter the necessary data for all items.

       3.      Save the stock transport order.

MRP takes the stock transport order into account in both the receiving and the issuing plant.

If the material is not valuated in the receiving plant, it is not possible to enter an account assignment. The material can only be ordered for the warehouse.

Creating a Purchase Requisition for a Stock Transfer

You can request a stock transfer in a purchase requisition.

...

       1.      From the Purchasing menu, select Requisition  → Create.

       2.      Enter the necessary data.

Either select item category U or enter a vendor with plant reference.

       3.      You can convert a saved and released stock transport requisition to a stock transport order.

Creating a Stock Transport Scheduling Agreement

...

When you create a stock transport scheduling agreement, you can schedule the exact delivery dates for a stock transfer.

       1.      From the Purchasing menu, select Outline Agreement → Scheduling Agreement → Create → Stock Transport Scheduling Agreement.

       2.      Enter the necessary data. The agreement type LU is defined in the standard system. The item category must be U. Enter the validity end date.

You will find a table of the possible combinations of order type and item category under Stock Transfer Using a Stock Transport Order.

       3.      Save the scheduling agreement.

       4.      Enter the delivery schedule for the scheduling agreement by choosing Outline Agreement → Scheduling Agreement → Delivery Schedule → Maintain.