5.Stock Transport Order with Delivery and Billing Document / Invoice

You have an issue with your team : in your company you have 2 plants that belong to 2 different company codes , and you want to transfer material/stock from one to another. you discuss with your team how can you acheive this...
you have Ahmad and Waleed in your team.


You : Guys, lets see what do we have ... we need to transfer the material between the plants that belong to different company codes .
Ahmad : Can not we use normal stock transfers ?
Waleed : No Ahmad , we can not . The stock transfer (1 step or 2 steps) works if the plants belong to the same company code.
Ahmad : Why is that , explain to me.
Waleed : When we transfer materials between plants (with diff. CC) , the issuing plant will send a bill for the receiving plant expecting to be paid. Also , the receiving plant will execute invoice verification for that invoice/bill.
Ahmad : OK I got it.
You : So Waleed , Did you mean that this STO (with shipping and billing) is almost the same as the STO with shipping but the only difference is this one allows the issuing plant to issue the bill and the receiving plant to do invoice verification ?
Waleed : Yes , Exactly.
You : So this one is only applicable if the plants belong to different company codes.
Waleed : Yes...

 

5..(SAP) Different Ways for StockTransfer between plants

4.Stock Transport Order with Delivery via Shipping

We have gone through 3 ways of transferring the stocks between plants.
The first one was the easy one that only involves IM and the stock is moved in one step.
Then in the second way we said OK we can transfer the stocks in 2 steps but only using IM.
 In the third way we said now we will add the procurement to the game , how it fits ? we in the warehouse [inventory people] don't know if the stock is already in other plant , we only say : we need this material and we don't care if you - the buyer- get it from external vendor or you get it from the other plant.

Now in the fourth way we will build on the previous one where the procurement is involved and the stock is to be transferred from the other plant.

we are pretending that you are presenting the different ways to transfer goods between plants , of course in each presentation there is that guy who would hamer you with questions before you even start :) ... have fun !

-------------------------------

"OK .. OK .. whats so great with this Stock Transport with Shipping ?  " that same annoying guy -refer to the previous posts :)- interrupts you .

you answer him with confidence : Now we have these advantages  [you start listing them to the audience ].

1. We can enter a transport vendor in that stock transport order .
 A finance guy asks you : what about the transportation costs ? You : we can include it in the stock transport order also.

2. This would be an interest for the warehousing managers , [they start paying attention to you now !] : The goods can be issued through the delivery , which is part of the shipping.

3. We have some thing also for the planners : The STO is part of the MRP , which means the PR that was created  by MRP can be converted to STO.

4. Do we have a thing for the buyers ? of course we have . Now you can monitor the whole process through PO history.

you have ended up your presentation thanking them for listening [and intrrupting :)] , and directing your speach to the sapscreencast blog's reader : please give me your feedback :)

4.(SAP) Different Ways for StockTransfer between plants

Stock Transport Order without Dellivery

This is the third method of transfering stocks between plants.We already discussed the some of the ways in the previous posts. we discussed the stock transfer using 1 step and stock transfer using 2 steps.In this post we will discuss the stock transport order without delivery.

You are a buyer in your company where  you have many plants, there is a shortage of one material in 'Plant A'. They have create a PR to get the material as soon. You as abuyer know that it will take too much time if you order the material from an external vendor. Now you start asking your self !! If we have this material in our 'Plant B' , can I send the PO to them ?!! [your goal is to get the material as fast]...

Yes , you can ! I know that you can not hold your self but to ask : OK , but how ?

1.You will create a PO with type 'UB' and the vendor field will be turned to be Supplying Plant , you will enter 'Plant B' there.
2.Then 'Plant B' will post goods issue 'GI' in IM for that PO , and the stock will be in transit . So you can monitor the stocks on the road.
3.in 'Plant A' , they will post GR for it.

Now you would say : ok , what about me as a buyer! How Can I track these activities ? If someone calls me to update him about the PO , what should I say ?
.Since it was a PO , then you can monitor it through the Purchase Order history .

 

3.(SAP) Different Ways for StockTransfer between plants

2. Stock Transfer using 2 Steps


After you explained the stock transfer using 1 step in one of the last posts , you want to show that we can also do a stock transfer same as before but in 2 steps.

you started by saying :
in the last method [1 step method ] , once you execute the transaction the stock will immediately transferred from plant A to plant B . But in the 2 steps method , you will first issue the stock from plant A and it will not be transferred to plant B but  as 'Stock in transfer'. the second step will be executed in the plant B to receive the stock.


one of the audience interrupted you asking:
Q: Why I would go with this 2 steps method instead of the 1 step ?

A: you would replay : because of 2 reasons :
1) in this method after we issue the stock from the issuing plant , the stock will be shown as stock in transfer , which gives you a way to monitor the stock 'on the road'.

 2) Second reason is from authorisation point of view , sometimes you restrict the authorisation of your people to the plant they work on.i.e. if Mohammad for example is working on plant A you don't want to give him the authorisation to execute transactions related to plant B.So you map your process in this way.


a finance guy asks you
Q: what about the valuation ?
A; The material will be valuated based on the valuation of the issuing plant.

you concluded your topic by saying : But keep in mind that you can not use reservations with this type of stock transfer.

What Authorizion you are missing ?

Congratulation, you have been hired to work in this fantastic company to sell shampo for bold guys.
you are their new IT System Admin. you are not quite familiar with SAP , one day you received a request to create a user id in the system.

Now you are telling yourself : hmm, now I have to impress them . I will search about this SAP and how I can create a user there. After a while searching a nice beautifull blog happened to be sapscreencast.blogspot.com , you knew that the transaction for maintaining users in SAP is SU01.

you typed in the tcode but you got this ugly message !
'You are not authorized to use transaction SU01'

you can tell your SAP admin that you can not execute the transaction SU01. But this is not good enough. Because you know that some times it is not that easy. e.g. if you executing a transaction and you can use most of the functionalities but few of them throw this message , in this case you can not tell your SAP admin that you can not execute the transaction because you can. you want the system to tell you what exactly the authorization you are missing that prevents you from doing your LAST action.

you made your research again through that nice blog and you found out that what you are looking for is provided through tcode : SU53. You also knew that you must run this transaction just after you get the authorization missing message.

you typed in su53 and you got this screen...

 

you took a screenshot of this and sent it.

2.(SAP) Different Ways for StockTransfer between plants

1.Stock Transfer Using 1 Step.

You already read my post regarding the different ways of transferring stocks in SAP. Since you have that pleasure (: , your manager gave you a rewarding task which is to explain the first way of stock transfer.

You prepared your presentation and started it by explaining that the purpose of this method is to move the material between the plants.

before you catch your breath , one of the audience  intruptted you saying : 'Ya we know that genous , we want to know how' . please dont follow your intersict at that moment :) , just let it go.

you explained that we make it by doing a transfer posting in inventory management . No other components of SAP will be afected, unlike some other types of stock transfer [now you are marketing your method of transfer !]. you finished the presentation ,,, now you open the floor for the questions.

that same guy asks you again :
Q: your stock transfer way is not ok , because if it involves the IM only then how can we plan for the transfer ? How can we prepare our warehouse people for it ?

A: we can plan for it by using the Reservations . The receiving plant would create a reservation and the issuing plant would make a transfer posting based on that reservation.

one of the finance team asks you :
Q: If it invloves IM only which means no PO prices , based on what you will valuate the material ?
A: It is valuated based on the valuation price of the material in the issuing plant.

that same annoying guy asks you :
Q: Ok , I found an issue in your transfer. Just for the sake of fun , I can issue the material from plant A and post it in the Blocked Stock Qualty Inspection Stock of plant B.
A: No , no ,no. You can only issue the material from the un-restricted stock of plant A to the un-restricted stock of plant B.

your manager seems happy since you presented the topic with full confidence.
 

What Roles are related to this TCODE ?

This is a normal issue you will face while working as SAP admin.
you will be setting nicly drinking your favorate coffee untill you get a call from an angri user who can not do his job because of you !!!

What is the issue ? you would say.
I can not execute transaction ME51N . he answers.

You want to assign him the right role and get rid of him before the coffee get cold. But you dont know which role to assign !!!

Here we help to enjoy your coffee...

Enter the transaction code

These are the roles..

Enjoy it :)

Display Transaction name in SAP menu

Here we show how to display the Transaction names [Technical name] next to the SAP menu item.

 

Extra-->Settings-->Display technical names.

 

We start with no Technical names.

 

 



Now it is ok.

 



 

 

 

1.(SAP) Different Ways for StockTransfer between plants

You have different plants in your company and you want to transfer materials from one to the other. You have many reasons for that , e.g. your plants are located geographically in different areas and you anticipate a demand in that area so you transfer materials in advance. Many reasons could be behind this...

The question is: How to do it in SAP ? what transaction code to use ? What affect it might have ?

• in SAP you can do this in 5 ways !

Before we get into more details , lets ask some questions :

• Are the plants far from  each other ?
• in reaility if this is the case , then the trucks will take the material from the issuing plant and take a ride for 1 or more days until the material received in the receiving plant .
• in SAP , do you want to map this also . which means if you issue the material in the system do you want the material to be available in the receiving plant immediatly ? or you want to tell the system that the material left the issuing plant but not yet reached the other one.
• Do you want to record the delivery cost for this transfer ?
• Do you want to use SAP shipping functionality [delivery via Shipping (LE-SHP)] ?
• Do you need the material for direct consumption ?

The answers to those questions let you choose between these different types of transfer :

1. Stock Transfer between plants in 1 step.
2. Stock Transfer between plants in 2 steps.
3. Stock Transport order without delivery .
4. Stock Transport order with delivery via Shipping.
5. Stock Transport order with delivery and Billing/Accounting Document

We will talk about each one in the next posts.