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 Triggering Replenishment via Stock Transfer Reservations Locate this document in the navigation structure

Use

This procedure shows you how you can stage components for production using stock transfer reservations. It makes sense to use stock transfer reservations if you do not want to carry out direct stock transfer, you do not use KANBAN (you have maintained no supply areas or control cycles) and the issue storage location is not managed using Warehouse Management. Replenishment using stock transfer reservations differs from direct stock transfer in that, for stock transfer reservations, the pull list only creates a reservation for the components required. You carry out the actual stock transfer posting in a separate step.

For a direct stock transfer, the pull list posts the stock transfer immediately. A stock transfer reservation, therefore, provides you with an opportunity to check the actual stock situation more accurately.

Prerequisites

For stock transfer reservation, you must have maintained an issue storage location for each component in the BOM (or the material master or 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 stock transfer reservation in the initial screen of 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 and you must also select Stock transfer reservation .

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 and you can define replenishment storage locations or batches. Automatic batch and stock determination cannot be used for stock transfer reservation.

    ( ) 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. Select the appropriate replenishment element and choose Stage .

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

  8. Save your entries.

The system creates stock transfer reservations.

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 target storage locations and required quantities, so that he can carry out the physical stock transfer. The warehouse can then post the stock transfer.