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LO530
(C) SAP AG
LO530
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(C) SAP AG
LO530
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Posting Changes
Contents:
Stock Transfer: Logical vs
Physical
Bin to Bin Movements
Change in Stock Category
Material to Material/Batch to
Batch Transfer
Initiate Post Change from WM
SAP AG 1999
(C) SAP AG
LO530
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Posting Changes: Course Overview Diagram
Course Overview
Goods Issue
Logistics Execution
Overview
Posting Changes
Warehouse Management
Structure
Production Integration
Master Data
Delivery Processing
10
Integration with
Inventory Management
Replenishment
11
Goods Receipt
Physical Inventory
12
Conclusion
13
SAP AG 1999
(C) SAP AG
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Posting Changes: Business Scenario
SAP AG 1999
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Posting Changes: Objectives
warehouse
Demonstrate how to process a posting change
SAP AG 1999
(C) SAP AG
LO530
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Stock Transfer / Transfer Posting
Stock Transfer
Distribution Center
Materials Warehouse
Physical movement
Unrestricted Use
Transfer Posting
In quality inspection
Logical movement
SAP AG 1999
Although postings are made in both cases, simple transfer postings differ from stock transfers in
that transfer postings do not usually also involve a physical material movement; instead, simply the
stock type, batch number, or material number is changed.
Further examples of transfer postings are postings recording release from quality inspection or the
transfer from blocked material into unrestricted stock, a change in the stock category of the material
(C) SAP AG
LO530
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Bin to Bin Transfer
Trans. order
without
reference
Transfer order
Confirm
TO
Material available
SAP AG 1999
To transfer stock from one storage bin to another storage bin within the same warehouse, you
manually create and confirm a transfer order for the material to be moved. A transfer requirement is
not needed.
Since the total quantity of stock in the warehouse remains the same, stock movements that take place
within the same warehouse number do not require the use of the Inventory Management system.
(C) SAP AG
LO530
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Create TO from Stock List
SAP AG 1999
The new reportStock Transfer allows the creation of Transfer Orders from a list of bin stock.
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LO530
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Material to Material / Change in Batch
1994
Sharp Cheese
Mild Cheese
Batch
Batch
SAP AG 1999
A stock transfer from material to material requires that both materials are managed in the same base
units of measure.
A stock transfer from material to material can be necessary if a material changes over the course of
time. It no longer matches the data defined in the material master, but rather fits the criteria of
another material master number. This typically occurs in the chemical and pharmaceutical
industries.
Use the same transaction to change the batch identification of a material. Enter the same material
number, but change the batch information.
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LO530
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Posting Change: Material Number
Example:
Material A
to
Material B
Posting change
notice
Item 1 A 100 Item 2 B 100 +
Posting change transfer order
Item 1
Mat.
Src
Dest
001
922
001 01-01-01
001 PC area
Item 2
Mat.
Src
Dest
922
001
001 PC area
001 01-01-01
SAP AG 1999
A posting change or stock transfer is first posted in the Inventory Management system as a transfer
posting. As a result, the system creates a posting change notice and two quants in the posting
change area (a logical interim storage area).
You process the posting change in the WM system by creating a transfer order for the posting change
notice.
You can post the posting change quantity to the original bin or to another storage bin.
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LO530
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Stock Transfer/Transfer Posting (II)
Company code
Company code
Plant
Plant
Storage Location
Storage Location
SAP AG 1999
Such a stock transfer consists of a goods issue from the issuing point and a goods receipt at the
receiving point. You can post stock transfers in one step or two.
To transfer material company code to company code, you use the transaction plant to plant, but the
plants are assigned to different company codes. In this instance, two accounting documents are
generated, one for the sending plant and one for the receiving plant.
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LO530
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Stock Transfer / Posting Change: Plant to Plant
Plant 1
Plant 1
0088
0088
Storage
location
0099
001
Warehouse
002
Stock Removal
Plant 2
Storage
location
Warehouse
Stock Placement
Plant 2
0099
001
Posting Change
SAP AG 1999
A plant-to-plant transfer posting in the Inventory Management system can result in a posting change
within a warehouse number.
If stocks for two separate plants are managed within the same warehouse number, a transfer posting
in the Inventory Management system results in a posting change within the warehouse number (in
the WM system).
However, if the two plants are managed in two separate warehouse numbers, the transfer posting
results in a stock removal from the one warehouse number and a stock placement into the second
warehouse number.
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LO530
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Posting Changes During Stock Placement
Tr. requirement
50 pieces
Reserve storage
GR area
50 pcs
GR posting
A Q
50 pcs
A Q
Posting changes
(Release from
quality inspec.)
Material A
100 pcs
Posting change
area
A Q -100
A
+100
SAP AG 1999
To release materials from quality inspection, you can carry out a transfer posting in the Inventory
Management system or make a usage decision for an inspection lot in the Quality Management
System.
Afterwards, you create a transfer order for the posting change notice in the WM system. This is used
to convert the material quants (possible on a material document basis) with stock category Q.
If a transfer requirement for the stock placement is still open, this is also updated by the posting
change.
Depending upon the set-up, it is possible for the system to create transfer orders automatically in the
background.
Again, the posting change quantity can be posted to the original bin or to another storage bin.
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LO530
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Transfer Posting: Initiated in WM
WM
IM
Posting
Change
Posting
Change
Automatic Update
SAP AG 1999
The transaction Transfer Posting in WM and IM will process posting changes for quants entirely
from within WM. The entire quant must be selected.The system then performs all necessary
processes in Inventory Management.
With this program, no posting change notice is created in Warehouse Management so you can carry
out certain posting changes directly as a one-step process.
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Customizing Posting Changes WM/IM
Stock
WM
Movement
Type
IM
Movement
Type
B
B
Stock
Category
Source
Stock
Category
Destination
Special
Stock
Source
Quality to Unrestricted
Special
Stock
Destination
Consignment to Own
SAP AG 1999
For active Quality Management components, posting changes (transfer postings) are still carried out
first in Inventory Management and subsequently processed as posting change notices in Warehouse
Management.
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Posting Changes: Summary
SAP AG 1999
(C) SAP AG
LO530
8-17
Move a quant from a bin in storage type 007 to a bin in storage type 001 by creating
a TO without reference.
1-1-1 Look at the Bin Stock per Material for material T-BW08-##. Note several of
the quants in Storage Type 007.
Storage Type
Storage Bin
Total Stock
1-1-2 You want to move one quant from storage type 007 to storage type 001 (high
rack storage). Create a Transfer Order without reference and move the
material from storage type 007 to storage type 001 into an available bin.
1-1-3 Confirm the TO.
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1-1-4 Display the Bin Stock per Material and note the change.
Storage Type
1-2
Storage Bin
Total Stock
You have just been notified that the maintenance department needs to fix some of
the shelving in Storage Type 007 Section 002 area. You must select all materials in
the Storage Type 007 Section 002 and move them to Storage Type 007 Section 001
while this maintenance occurs.
1-2-1 Look at the function Create Transfer Orders from List. You want to select
those materials that are in Section 002, but the Section is not visible from the
current list display. Change the display list format so the section is visible.
You can remove other information that is not relevant as you wish (for
example, Special Stock Number). Save the new display format as a variant
with the name Group-##.
1-2-2 Using the Create Transfer Orders from List function, create the appropriate
Transfer Orders to move the material in Storage Type 007, Section 002 to
Section 001 of the same storage type. Transfer the quants in the foreground
and choose to confirm the TO immediately.
1-2-3 Refresh the list to see the effect of the movements.
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Values
Movement Type
999
Material Number
T-BW08-##
Requested Quantity
(from 1-1-1)
Enter. Enter the Source information from 1-1-1 (Source Storage Type and Bin) and
enter 001 in the Destination Storage Type and press enter again to let the
system find an appropriate bin for placement.
1-1-3 From the Create Transfer Order: Initial Screen, select Transfer Order
Confirm Transfer Order. Alternatively, select Favorites Confirm
TO, One Step.
1-1-4 Logistics Logistics Execution Internal Whse Processes Bins and
Stock Bin Stock per Material
1-2
1-2-1 Logistics Logistics Execution Internal Whse Processes Stock
Transfer Create Transfer Order From Stock List.
Field Name or Data Type
Values
Warehouse Number
1##
Storage Type
007
Material Number
T-BW08-##
Movement Type
999
Select Current Display Variant. Select Storage Section from the right side of
the display and choose the single arrow pointing to the left. Select any
fields as you wish from the left and move to the right to remove them from
the display. When you have finished, select Copy. Select Save Display
Variant and save your changes under Group-##, TO List Display. Exit the
list.
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1-2-2 Execute the TO from Stock List again as above, but this time enter Group## in the Display Variant field. Select all the lines from storage type 002
then select Stock Transf.frgrnd.
Field Name or Data Type
Values
Storage Type
007
Storage Section
001
Confirm Immediately
Select
1-2-3 Refresh
(C) SAP AG
LO530
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Transfer Postings are movements within the warehouse that can be either
physical (moving a material from one place to another) or logical
(changing the identification or characteristic of a material). These
Inventory Management Transfer Postings cause Posting Change Notices
to be created within the warehouse. Examples of IM Transfer Postings
that cause posting change notices include inventory releases from Quality
Inspection or Block Stock, material revision changes that change the
identification of a material, or changes and corrections to a batch
managed material. In this exercise, you will change the identification of a
material and process the resulting posting change notice in the
foreground.
2-1
You have a quantity of 100 pumps material number T-BW-## in your warehouse.
Engineering notifies you that 25 of these pumps have been retested and are now to
be identified as T-MS-## pumps.
2-1-1 Look at the stock balances for the materials T-BW-## and T-MS-##.
Material
Stor Type
T-BW-##
015
Material
Stor Type
Available
Available
T-MS-##
Stor Type
Available
LO530
T-BW-##
015
922
TOTAL
Material
Stor Type
T-MS-##
922
Available
TOTAL
2-1-4 Process the Posting Change that was created in the warehouse.
2-1-5 Confirm the TO.
2-1-6 Display the WM Stock Overview again.
Material
Stor Type
T-BW-##
015
Available
Available
TOTAL
Material
Stor Type
T-MS-##
005
TOTAL
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2-1
2-1-1 Favorites Warehouse Management Stock Overview. (Note: While you
do have an inventory balance for T-BW-##, there is no inventory yet for TMS-##.)
2-1-2 Logistics Logistics Execution Internal Whse Processes Post
Change Via Inventory Management Enter Posting Change.
Field Name or Data Type
Values
Movement Type
309
Plant
1000
Storage Location
01##
Receiving Material
T-MS-##
Material
T-BW-##
Quantity
25
2-1-3 From the Enter Transfer Posting: Initial Screen select Environment
Stock Overview Stock Material. To see the WM inventory, select the
line, then select Environment WM Stocks.
2-1-4 Logistics Logistics Execution Internal Whse Processes Post
Change Via Inventory Management Transfer Order Create
From List of Posting Change Notices. Display the posting change notices
for your warehouse. Select the line and choose Create trans.order. Select the
line for Stock in Storage Types, then choose Quant List. Select quants as
appropriate up to the quantity of 25 and indicate that quantity in the field
provided. Then choose Process in the foreground. Choose enter (for each
quant) and save.
2-1-5 Favorites Confirm TO, One Step
2-1-6 Favorites Warehouse Management Stock Overview
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You want to process movements into and out of Blocked Stock, initiating those
movements from within the warehouse. You will create two new WM movement
types and customize the IM interface for posting changes to allow this transaction
to occur within the warehouse.
3-1-1 Create two new WM Movement Types (943, 944) by copying 309 with the
following changes:
Allow manual TO creation
Allow TO to be confirmed immediately
Propose Confirmation
3-1-2 Define the control for the posting change activity from Blocked Stock (S) to
Unrestricted Use (Blank). Also define the control from Unrestricted Use to
Blocked Stock.
3-2
StorType
Available
For Putaway
Pick Quantity
T-BW-##
3-2-2
Now execute the transfer posting from within WM, converting a quant
of the T-BW-## pumps from Unrestricted to Blocked Stock.
(C) SAP AG
3-2-3
3-2-4
8-25
Material
StorType
Available
For Putaway
Pick Quantity
T-BW-##
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Values
Movement Type
943; 944
Not selected
Selected
Propose Confirmation
Selected
Values
Warehouse
1##
WM Movement Type
943
IM Movement Type
343
(Blank)
Warehouse
1##
WM Movement Type
944
IM Movement Type
344
(Blank)
Values
3-2
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Warehouse Number
1##
Movement Type
944
Material
T-BW-##
Plant
1000
3.2.1
(C) SAP AG
LO530
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