Creating Transfer Requirements (SAP Library - Warehouse Management System (WMS))

Creating Transfer Requirements

Use

Stock movements are planned and triggered via the transfer requirement. Transfer requirements form the basis for creating transfer orders, which are used to carry out physical goods movements.

Prerequisites

There are two ways of setting up the automatic creation of a transfer requirement:

Set the transfer requirement indicator (TR) in the table that links the reference movement types and the WM warehouse movement types. For more information, see the Implementation Guide (IMG) for Warehouse Management under Warehouse Management ® Interfaces ® Inventory Management ® Define Movement Types

Set the Transfer requirement indicator on the initial screen for posting goods receipts and goods issues in IM.

Note

It is not always necessary or useful to generate a transfer requirement for every posting in IM, for example, if the physical stock movement has already occurred. You can deactivate automatic transfer requirement creation by setting the No transfer requirement indicator.

Procedure

Normally, transfer requirements are created automatically. To set up this function, you have to make the IMG customizing settings described above.

For goods movements such as internal movements you can also create transfer requirements within WM manually. The following cases, for example, allow for manual creation of transfer requirements:

Goods issue for a cost center
Manual supplies to production supply areas for pick parts
Replenishment for fixed bins in WM

Choose Logistics → Logistics Execution → Internal Warehouse Processes → Transfer Requirement → Create from the SAP menu.

Enter a warehouse number and a movement type.

Depending on the movement type, you may need to enter a requirement tracking number. The requirement tracking number is the number of the entity (document, cost center, and so on) that caused the goods movement, such as a purchase order number or a cost center number. The system uses the number you enter to build the dynamic coordinate for the interim storage area, if a movement type has been defined for that purpose. (See Interim Storage Bins)

From the initial screen, you have several options.

- To enter general information about the transfer requirement, choose Goto ® Header.

- To enter information about an individual transfer requirement item, choose Goto ® New item.

- To enter information for several items in the transfer requirement, choose ENTER or Goto ® Input list.

The fields displayed, as well as their contents, depend on the movement type you entered on the initial screen.

In the first section of the screen, the system displays the data that you entered on the initial screen. Based on the characteristics defined for the movement type, the system displays the source or destination storage type. Furthermore, the coordinates for the storage bin in the interim storage area have been predefined.

As a minimum, enter the material number and the amount of the material to be transferred. To save the data and create the transfer requirement, choose Transfer requirement ® Post.

The system returns to the initial screen with the message that the transfer requirement was created. The system also displays the transfer requirement number.