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 Triggering Direct Stock Transfer Locate this document in the navigation structure

Use

This procedure describes how to stage components required for production using a direct stock transfer. It makes sense to use direct stock transfer if you do not use either stock transfer reservations or KANBAN (you have not maintained supply areas or control cycles) and the issue storage location is not managed using Warehouse Management.

The system posts the stock transfer of the required components immediately in the pull list. The physical stock transfer is then carried out at a later point in time.

Prerequisites

To use direct stock transfer, you must maintain an issue storage location for each component in the BOM (or in the material master record or the production version). The system only displays those requirements for which you have defined an issue storage location.

Secondly, in addition to the standard entries, such as plant, selection period, you must have made certain settings for direct stock transfer in the initial screen for the pull list:

  • You must select Staging type ‘1’ (Storage location level)

The system then automatically displays the storage location view of the pull list. The system also only selects the corresponding requirements.

  • In Global settings , you must adopt the default settings. Stock transfer reservations must not be selected.

You can control the selection of certain components by entering additional filter criteria.

Procedure

  1. Select the components for which you wish to trigger replenishment.

  2. Choose Create replenishment proposals .

  3. The system automatically proposes the full missing parts quantity as the replenishment quantity. However, you can also enter the replenishment quantity manually.

  4. Choose List of replenishment elements .

  5. The system opens a second table, which gives information on the type of replenishment. In this table you can change the quantity provided for the individual components.

    ( ) If, in the Global settings , you defined that the system is to open the table of replenishment elements automatically when accessing the pull list then this step is not necessary.

  6. Fill in the field Replenishment Storage Location (you can display the stocks by choosing   Environment   Stock Overview IM   ; you can display the storage locations with the stocks via input help) or choose Batch/stock determination for automatic storage location determination.

  7. If you choose automatic storage location/batch determination and dialog processing is set for stock/batch determination, the dialog box Select stocks appears in Stock Determination . Here, the system displays a proposed quantity. You can, however, change this quantity. See also Stock Determination in the Pull List

    In this case, choose Copy .

    If the available quantity is not sufficient, the system creates a separate row for the missing quantity in the lower table of the pull list. In this row, the Replenishment storage location remains empty.

    To see why the required quantity could not be staged, choose   Goto   Individual log   or Total log.

  8. Select the completed replenishment proposals and choose Stage .

  9. The system checks if the required quantity is available, that is, if the stock transfer can actually take place, then blocks the necessary components. The checked and blocked components are marked with a check in the lower table.

    ( ) You can print the replenishment proposals. For more information, see Accessing the Pull List .

  10. Save your entries.

The system posts the stock transfer, that is, the goods issue for the components from the replenishment storage location is posted.

Result

You can use the printed list for the following procedures. For example, it can be passed on to a warehouse clerk, giving him information on replenishment and issue storage locations and required quantities, so that he can carry out the physical stock transfer.