Stock Transfer/Transfer Posting
Stock Transfer/Transfer Posting
SAP AG
SAP AG
TAMM10 4.0B
25-1
Stock Transfer/Transfer Posting: Objectives
At the conclusion of this unit, you will be
familiar with:
The difference between logical and
physical movements
The different options of stock transfer
between plants and storage locations
Transferring stock between plants and
storage locations and displaying a
stock overview
SAP AG
SAP AG
TAMM10 4.0B
25-2
Stock Transfer/Transfer Posting: Objectives
At the conclusion of this unit, you will
be able to:
Enter a stock transfer in Materials
Management with reference to a purchase
order
Execute logical goods movements, such as
the release of stock in quality inspection or
blocked stock
SAP AG
SAP AG
TAMM10 4.0B
25-3
Stock Transfer Types
Stock transfers
Plant
to
plant
Stock transfer
Storage location
to
storage location
Material
to
material
Stock transfers
Transfer Posting
Quality inspec.
inspec.
to
unres.-use
unres.-use stock
Consignment
to
Warehouse
Transfer posting
Physical goods movement
Stock transfers can have one or
two steps or be related to a
stock transport order.
Change of stock type, batch
number or material number
A physical movement may
occur in addition.
R
SAP AG
Unlike stock transfers, transfer postings do not usually involve a physical goods movement, but a
change in stock type, batch number, or material number.
Examples of transfer postings are: release from quality inspection or transfer from consignment material
to your companys own stocks.
The system creates a material document so that the transaction can be entered. Documents in Financial
Accounting (FI, CO, CO-PC) are only created if valuation is changed (for example, plant to plant).
You can also carry out stock transfers with reference to the purchase order. The complete procedure is
dealt with in course LO925.
SAP AG
TAMM10 4.0B
25-4
Stock Transfers/Transfer Postings: Business
Scenario
In the system, your enterprise carries out
stock transfers between different plants in
two steps, because your plants are all
situated far apart from each other. Within a
plant, however, stock transfers from one
storage location to another are entered in
the system in one step, as both storage
locations are in the same factory.
SAP AG
SAP AG
TAMM10 4.0B
25-5
Stock Transfer/Transfer Posting
001
001
0001
0001
001
001
0002
0002
0001
0001
Company code
0002
0002
Company code
Plant 0001
Plant 0002
Warehouse 0002
Warehouse 0001
R
SAP AG
Transfer postings can be carried out at three different levels:
- transfer posting from company code to company code
transfer posting from plant to plant
transfer posting from storage location to storage location
A stock transfer consists of a goods issue from the sending point and a goods receipt in the receiving
point. You can post stock transfers in one step or in two steps.
SAP AG
TAMM10 4.0B
25-6
Storage Location to Storage Location One-step Procedure
Storage location 0001
Storage location 0002
Unrestricted-use
stock
Unrestricted-use
stock
B
B
B
B
SAP AG
A stock transfer from one storage location to another is carried out within one plant. As the material
being transferred in the same plant, and is managed with the same valuation data as before, the transfer
is not valuated.
You can also carry out stock transfers at storage location level using the two-step procedure.
SAP AG
TAMM10 4.0B
25-7
Plant to Plant - Two-step Procedure
Plant 0001
Plant 0002
in stock transfer
B
Unrestricted-use
stock
B
B
B C
Unrestricted-use
stock
B
B
A
B C
R
SAP AG
The advantage of the one-step procedure is that you enter the stock transfer in a single transaction.
If you use the two-step procedure, you can monitor stocks while they are in transit. Once you have
posted the goods issue from the issuing point, the stock is located in stock transfer at the receiving
point, and is managed as such in the system.
SAP AG
TAMM10 4.0B
25-8
Two-step Transfer with
Stock Transport Order
Plant 2
Plant 1
[Link]
1
2
Unrestricteduse stock
B
B
B
A
Goods receipt
for purchase order
Unrestricteduse stock
Stock in transit
B
B
B
A
Goods issue
C
B
B
B
A
SAP AG
Prior to Release 4.0, you had to use the 2-step procedure to carry out a stock transfer using a stock
transport order.
SAP AG
TAMM10 4.0B
25-9
One-step Stock Transfer with Stock Transport
Order
Plant 2
Plant 1
Pur. order
1
2
Unrestricteduse stock
B
B
B
A
Goods receipt
for
purchase order
Unrestricteduse stock
Goods issue
B
B
B
A
SAP AG
As of Release 4.0, you can carry out stock transfers with reference to a stock transport order using the
one step procedure as an alternative to the two-step procedure. This procedure does not involve stock in
transit, and materials are posted directly to unrestricted-use stock in the receiving plant.
SAP AG
TAMM10 4.0B
25-10
Material to Material
Material
1994
1996
1996
1996
"New wine"
Material
Old wine"
SAP AG
A transfer posting from material to material requires that both materials are managed in the same unit of
measure.
A transfer posting from material to material may be necessary when a material changes over time, for
example. It may then no longer correspond with the characteristics defined in the material master
record, but with those of another material master number. This is often the case in the chemical and
pharmaceuticals industry.
SAP AG
TAMM10 4.0B
25-11
Stock Data: Goods Movements
Inward movements
Unrestricted-use
stock
Stock in quality
inspection
B
B
Blocked
stock
B
B
B
B
Scrapping/Inspection sample
Withdrawals
SAP AG
At goods receipt, you decide on the stock type you want to use to post a quantity.
You can only post withdrawals for consumption from unrestricted-use stock.
SAP AG
TAMM10 4.0B
25-12
Stock Types: Transfer Postings
Stock in quality
inspection
Unrestricted-use
stock
B
B
Blocked stock
B
B
Consignment
stock
B
B
SAP AG
If a materials usability changes, transfer postings are carried out between the different stock types.
SAP AG
TAMM10 4.0B
25-13
Stock Transfers/Transfer Postings: Summary
Stock transfers are physical goods
movements. They can be effected in a
one-step or two-step procedure.
Transfer postings do not involve a
physical goods movement as a rule.
Changes include the stock type or
material number, for instance.
SAP AG
SAP AG
TAMM10 4.0B
25-14