Creating Transfer Requirements

Use
Stock movements are planned and triggered via the transfer requirement. Transfer
requirements form the basis for creation of transfer orders that are used to carry out physical
goods movements.
Features
You can create transfer requirements

Automatically by posting a goods movement in Inventory Management

Automatically by requesting materials using the Production Planning system

Manually using WM

You can create transfer requirements with or without reference to other system documents.
Note
You can create a transfer requirement
With reference...

to a material
document

to move stock into or out of the warehouse

to a production
order

to supply required materials to a production supply area

Without
reference...

to move stock from one bin to another in the warehouse

to request crate parts and release order parts to replenish their assigned
storage bins in production supply areas

to initiate the replenishment of fixed bins in WM

Transfer requirement updates

A transfer requirement is updated by the system

When you create, confirm or cancel a transfer order

Once you have confirmed the corresponding transfer order, the system updates the field for
the open transfer order items in the transfer requirement.
When the entire quantity of a transfer requirement has been processed by a transfer order, that
is, all items have been processed, the system sets the Header status to E, meaning that the
transfer requirement is completed.

When you cancel a goods receipt posting or a goods issue posting in Inventory
Management

Sometimes when a goods receipt or goods issue posting is canceled in IM, an open transfer
requirement exists for the quantity being canceled. This can happen if the goods have not yet
been transferred in WM, that is, a transfer order has not been created. In this case, the system
automatically determines if a corresponding transfer requirement exists. If it finds one, the
system reduces the quantity in the transfer requirement by the quantity being canceled or
deletes the transfer requirement if the entire quantity is to be canceled.
Example
Creating a transfer requirement in IM
A purchase order for material MATL1 is created in the Materials Management (MM) system.
At a later time, the material MATL1 is received. When the material is received, you post
goods receipt in IM . In this case, IM automatically creates a transfer requirement and updates
both IM and WM data about the material. The quantity of the goods received is located at the
goods receipt interim storage area, also known as the receiving area. Subsequently, the
quantity of the goods is moved from the receiving area into the warehouse. The physical
movement is carried out with a transfer order, which is created by the system using
information contained in the transfer requirement.
Manual transfer requirement generation
A work center in the production department needs a quantity of an overhead costs material. In
this case, the user manually creates a transfer requirement in WM. Subsequently, the quantity
of the required material is moved from the warehouse to the goods issue interim storage area,
also known as the distribution area. The physical movement is carried out with a transfer
order, which is created by the system using information contained in the transfer requirement.