STANDARD OPERATING PROCEDURE (SOP) MANUAL FOR WAREHOUSING OPERATIONS TITLE : TRANSFER POSTING Reference No:.

Revision No : WH/SOP/SAP/03 00 Issue No:. Effective Date: 00 01/01/2006 Page 1 of 8

Trigger:

Material / product needs to be transferred from one stock-type classification into another based on materials' status or condition or physically moved from one physical location to another.
Business Process Description Overview

The major movement types (including reversals) for classifying material / product are as follows: Transfer Posting Goods in Transit (Movement 351) EX. Material required to transfer from One Plant to the destination Plant w.r.t to the Stock Transport Order Transfer Posting Storage Location to Storage Location (Movement 311) EX. Material required to transfer from one location to the another upon the requirement at the other end. Transfer posting to stock with subcontractor from unrestr.-use stock (Movement 541) EX. Material required to transfer from one location to the another upon the requirement at the other end.

NOTE: The movement types above also allow the material to move from one location to another within the same plant. The receiving location defaults to the sending location, but may be over-ridden as necessary.

Input - Required Fields

Document Date (MM/DD/YY) Posting Date (MM/DD/YY) Movement Type Plant Receiving Location Material Quantity Storage location

Field Value / Comments Date that the document is entered. Date that the document is posted. Movement type to be used. Plant number Storage location where materials will reside after transfer Material number Quantity of material to be transferred. Storage location where material resides prior to transfer

Output - Results The output is a material document that can contain accounting, profit center, and other financial postings.

Comments

Tips and Tricks

If the user enter the issuing Plant and Storage Location in the Enter Transfer Posting: Initial Screen and the data is carried through to the detail line items. It is sometimes necessary to reverse a transfer order due to user error. For example, an incorrect quantity is entered or the wrong material was chosen. Within SAP, there are two different ways to

STANDARD OPERATING PROCEDURE (SOP) MANUAL FOR WAREHOUSING OPERATIONS TITLE : TRANSFER POSTING Reference No:. Revision No : WH/SOP/SAP/03 00 Issue No:. Effective Date: 00 01/01/2006 Page 2 of 8

reverse a goods movement. One is done via a movement type. Another is done through a material document. Reversing goods movements using movement types are the same as the initial movement types +1. For example, a reversal of a transfer order for consignment material quality inspection into consignment material unrestricted, movement type "321", would be a 322 movement type. Remember, if a goods movement has been entered via a PO, sales order, production order etc., it is necessary to enter the document for the reversal as well. To reverse a transfer by material document follow the menu path: Logistics > Material Management > Inventory Management > Material Document > Cancel/Reverse. The material document is needed for this transaction.

STANDARD OPERATING PROCEDURE (SOP) MANUAL FOR WAREHOUSING OPERATIONS TITLE : TRANSFER POSTING Reference No:. Revision No : WH/SOP/SAP/03 00 Issue No:. Effective Date: 00 01/01/2006 Page 3 of 8

Procedural Steps
1.1. Via Menus
a)

Access transaction by:

Logistics > Material Management > Inventory Management > Goods Movement > Transfer Posting

Via Transaction Code MB1B 1.2. On screen Enter Transfer Posting: Initial Screen, enter information in the fields as specified in the below table:

Field Name Document Date Posting Date

Description Default is current system date Default is current system date

R/O/C R R

User Action and Values No action necessary User may select other posting date.

Comments Enter the document Date The system checks whether the posting date entered is allowed by means of the posting period permitted.

Material slip Doc. header text GR/GI slip no

Identifier of an external document Doc. header text. Contains explanations or notes which apply to the document as a whole. Goods Receipt/Issue slip number. A number that uniquely identifies a goods receipt/issue slip.

R R

Enter external document number if available Enter any necessary notes for this transfer document Enter a number manually. If number assignment for GR/GI slips is active for the plant the user can let the system assign a number automatically.

Defaults for documents items Movement

Section Heading

Goods movement type

Enter the number for the movement

Enter the

STANDARD OPERATING PROCEDURE (SOP) MANUAL FOR WAREHOUSING OPERATIONS TITLE : TRANSFER POSTING Reference No:. Revision No :
type Special stock Special stock identifier O

WH/SOP/SAP/03 00

Issue No:. Effective Date:

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movement type If movement type is selected from the menu, this field is filled automatically if necessary.

type or choose a movement type from the pull-down table. Use Q for special stock (Project) transfer

Plant

Plant number

Enter or select a Plant from the pulldown table.

Enter the plant number on this screen and it is carried over to the detail screen

Reason for Movement

Storage location

Key allowing the user to call up a standard text stipulating the reason for a movement (for example, reason for a return delivery). Storage Location (where goods to be transferred resides in issuing location)

Enter Reason for Movement or select from pull down table

Enter a Storage location or select from the pull-down table.

If Storage Location is entered, it is carried through to item details screen. If not entered, storage location will be required on item details screen.

Suggest zero lines

GR/GI slip print Print Individual Slip Indiv. Slip w.inspect.text Collective Slip

Indicates that items with a quantity of zero are suggested on the selection screen for goods movements with reference to reservations. Section Heading Check to use one of the radio buttons One slip for each material One slip for each material. Includes Inspection Text One slip for all materials

Select Suggest Zero Lines if necessary

O C C C

Click on for individual w/out inspection text Click on for individual with inspection text Click on for one slip for all materials

Select one Select one of these Select one of these Select one of these

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(Note: On above table, in column R/O/C; R = Required, O = Optional, C = Conditional)

1.3.

Press <Enter>

Enter the Stock Transport Order No. and line item raised by the requestor, repeat the same for no. of line items Press Enter & Select Adapt Details

1.4.

On screen Enter Transfer Posting: New Items, enter information in the fields as specified in the below table:

Please note, the fields that appear and those that are required are completely dependent upon the movement type selected by the user.

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Field Name Recipient Recv. Plant

Description Recipient for whom the material or the service is destined. Storage location where material will reside after transfer. Material number Material quantity

R/O/C R R

User Action and Values Enter receipient Enter receiving storage location.

Comments

Material Quantity

R R

Enter the material identifier. Enter the quantity of the material to be moved.

UnE

The unit of measure in which the goods movement is entered.

Enter the unit of measure if different than the default.

Sloc Batch

The storage location where the material is currently stored. The batch number to which the material is assigned.

R R

Enter the storage location - if not entered on initial screen. Enter the batch number.for split valuated materials

Defaults to same location type as sending location. Pull down table access. The quantity is automatically converted to stockkeeping units. Pull down table access. The system will use the default unit of measure (entry) if this field is left blank. Pull down table access.

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Serial Nos

Enter the serial Nos

Enter or select the serial nos from the select serial nos. icon (Execute the query)

Enter the serial nos

1.4.1.

Multiple materials may be handled with the same goods movement screen.

Pressing ENTER locks the material for this transaction but allows for any quantity changes prior to saving the goods movement.

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Press enter and Save the transaction.