SAP Creating The Stock Transfer Order

What is the pocess of creating the stock transfer order? W hat is the essential inputs of stock trans. order?
This is only within the comp.code(w/o SD)
351+101 MvT.
with SD
641+101
1. Mat.(1434)should be maintained in both the plants.(@1000&1100).
2. Should have enough stock in supplying plant(1000).
3. Make its supplying plant as a vendor in vendor master record in receiving plant(1100).
4. Make it receiving plant as a customer in customization.
Create customer (xd01) & and define the shipping data for plants in both the plants.
Path: spro – img – material mgmt – purchasing – po – set up STO – define shipping data
(1 by1 )
In Receiving plant (1100) In Supplying plant (1000)
Customer num. 123345 (for ex.) Customer num. ---------(don’t fill)
Sales org. yyy Sales org. yyy
Dist. Channel yy Dist. Channel yy
Sales div. y Sales div. y

5. Assign doc. Type is “NL” for intra company STO. If STO is inter company, Assign doc. Type is “NLCC”.
Position doc type is “UB”
Enter supplying plant(1000) & doc type (NL)&checking rule (ex:01)
6.Assign doc. Type is “UB” to u’r plants.(PO)
Go for new entries
Enter supplying plant(1000) & Receiving plant (1100)&doc type (UB).
7. Create a PO, choose the doc type is ‘UB’ & item cat.’U’, Enter supplying plant as a vendor in PO of the receiving plant(1100).
8. Provide this num (PO) to SD people, they will do the delivery by using transactional code is VL10B.
9. Sales people they will provide “out bound delivery num”.
10. Do the GR. In GR the second tab 05 outbound delivery instead of PO mov.type 101.
11. See the stock overview in the receiving & supplying plants.

Difference for Stock Transfer and Transfer Posting

Questions: Tell me the difference between transfer postings and stock transfers. What are the material documents that are generated and what are the accounts hits.

Stock Transfer = physically stock transfer of goods,
Trasfer posting = may physical (or) logical (not physical) stock transfer of goods.
Transfer posting and stock transfer:
Transfer posting : plant to plant/ Storage location to Storage Location.
In which if the valuation area is same. i.e.
- Sloc to Sloc within one plant then there will be no accounting entry occurs.
- However if the its Sloc to Sloc but with two different plant. and valuation area+valuation price is diff then there will accounting doc and material doc created for the same.
Stock Transfer:
There are unrestricted stock, quality inspection stock, blocked stock. Also you can have GR Blocked stock, special stock too. It will update the quantity. *-- Madhura k
Stock Tranfer and Transfer Posting - Importances are same up to Plant to Plant . However Customer ( Client ) Prefer Stock Transfer than Transfer Posting.
See the Below Advantages of Stock Transfer more than Transfer Postings :
The transfer of stock using a stock transport order has the following advantages over the transfer of stock without a stock transport order:
- A goods receipt can be planned in the receiving plant.
- You can enter a vendor (transport vendor) in the stock transport order.
- Delivery costs can be entered in the stock transport order.
- The stock transfer order is part of MRP: Purchase requisitions that were created in MRP can be converted into stock transport orders.
- The goods issue can be entered using a delivery via Shipping (LE-SHP
- The goods receipt can be posted directly to consumption.
- The entire process can be monitored via the purchase order history.

However we need to do some times Plant to Plant Trasfer Postings only in some industires. This is based on Customer Requirement. *-- Pavan G Kulkarni
How many stock transfer process are avaikable in SAP?
Like 1)Two step stock transfer (MM/SD) .
2)Two steap stock transfer ( MM only) Move type 303& 305.
3) One step stock transfer Move type 301.

Stock Transport Order (STO)
Without STO
One step stock transfer Move type 301.
Two step stock transfer ( MM only) Move type 303& 305.
Using STO without delivery:
doc.type: UB
GI:351, GR:101

STO with delivery:
GI:641, GR:101
delivery type:NL

STO with delivery and billing:
GI:643, GR:101
delivery type:NLCC , billing type:IV

SAP Process Of Imported Material With Excise

What are the procurement cycle (stepwise) of imported material up to GR(101)? What are the steps that are to be followed to reverse the GR for imported material? What are the transaction used?

1) The procedure for imported material receipt is as follows.....

a) P.O. Generation for the material. ME21n
b) Capture planned delivery cost MIRO
c) Capture excise invoice J1IEX
d) Goods Receipt MIGO

Since we are capturing the planned delivery cost for the GR (through MIRO) . So before returning the material we have to reverse the planned delivery cost thru "Subsequent Credit " using MIRO. Then only return thru MIGO will be possible.

So, the steps for cancelling the documents for imported material is:
2) a) Sub sequent credit using MIRO
b) Return GR (delivery) using MIGO
c) Cancell the excise invoice using J1IEX

These are the steps to return the imported material & cancel the Excise Invoice capture

SAP Re-Open The Previous Period

What is the procedure/method/t-code for re-open the previous period. For example: the current period is 02 2007 but some one closed this period and made it to 05 2007, and already so many postings are done.

Answer 1:
To reopen previous period t-code is mmrv, with this you can open previous period only.

Answer 2:
You can use MMPI ( But SAP never recommends this, it will mess up all stock valuations ) however, using this T-code please go through OSS note 487381, the main contents as follow:
Before you start period closing with initialization, you must be aware of the consequences of period closing with initialization. This note describes the possible data inconsistencies that might occur if you carry out the initialization in a productive system. The resulting inconsistencies are not to be traced back to a system error but they are a result of the period closing program with initialization
The initialization of the posting period to a previous or to any posting period may lead to the loss of the information of the inventory balances of the previous periods. The book value of the current posting period is taken as the basis also for values of the previous period in this case. If you want to continue working with this new posting period, in addition you should execute report Z_DEL_HIST_ENTRIES attached so that history entries greater or equal to the new posting period will be deleted.
So be careful while opening any periods in MM or FI side.

SAP Movement Error - Posting Only Possible Between

Ticket 1:
While doing goods receipt for order, the following error occurs, it says POSTING ONLY POSSIBLE BETWEEN 11/2002 AND 10/2002

Movement type.101
Order: 60002765
Plant:1000
Storage Location:0002

Ticket 2:
I am trying to do GR after creating PO. It is showing an error messg "posting only possible during 11/2002 and 10/2002". I went into open and close posting peiords in FI (IMG) and tried opening new periods but it is still not allowing me to proceed further and is showing the same messg.


Go to T.Code MMPV :
1. Enter your company code.
2. Fiscal year of the current period (in your case 2002).
3. Put the period as 12.
4. Check the radio button for check and close period.
5. Execute.
6. The system does say it is not current calender year. (do not worry about this).
7. Hit Esc and
8. Now change the Fiscal year to 2003 and
9. Period to 1
10. Execute
Continue these steps until you reach your period and fiscal year. *-- Vijay


Ticket 3:
I am facing a problem with fiscal year. When I am trying to close the periods with MMPV, it is saying that 'specify a present calender'. It is not allowing me to receipt GR and post the invoice. And also when I am trying to change the next period through navigation (SPRO/Logostics general/Material master/Maintain company codes for matl management) it is saying that this company code can no longer be initiated. Our SAP was installed recently.


To maintain fiscal year

SPRO - Logistics General - Mat Master - Basic Settings - Maintain Company Codes for Material Management - Execute - Select Company Code and Define the Fiscal Year

Year = 2006
P(month) = current month
F/yr = 2006
M = Previous Month

ABP = Allow Back Posting , DBP = Disallow back posting

Allow/Disallowed Backposting of Inventory Posting

Maintain the Material Master company code in OMSY.

This is done when you want :

1. To create a material master record, the control record must exist for the company code

for which you want to create your master record.

2. To set up a company code, enter the current period here.

3. When changing the Allow backposting or Disallow backposting indicators

You can also use MMRV to set the Allow/Disallowed backposting indicators.

The current and previous period is shown on both transaction codes.

SAP Automate the opening of MM periods

How can you automate the monthly opening of MM periods (transaction MMPV - program RMMMPERI) with
SM36?

RMMMPERI accepts a period/year or a date.

If you enter a date the period is derived by it.

1. create a variant and check the attribute 'selection variable' for the parameter date. Then click the button 'Selection variables' and set the current date. Every time this variant is used the parameter DATE is filled with the current date.

2. create a job for RMMMPERI with the variant created in the preceding step. Set it as periodic.
If you're not using a fiscal year variant simply schedule it as monthly (to be executed the first day of the month).
If you are using a fiscal year variant you'd have to define a calendar with only the first day of each period defined as working
day and use it in the periodicity restrictions.

Another possibility:
Write a very simple ABAP which run daily to check if the period has changed and submit RMMMPERI.

Difference Between Cancellation and Reversal

What is the difference between cancellation and reversal?

Canellation means total purchase item or a part of it can be cancelled when we feel it is not required and material has not yet been received by the company.

Reversal means Purchase Return when the material has reached your company and you want to return it back due to some reason then you can go for reversal.

While doing migo, we can use cancellation and as well as reversal, what is the diference between the two?

The reversal method for both Cancellation and Reversal are the same although the meaning are different.
Movement Type102 in MIGO will reverse the Goods Receipt for PO and the same will happen for Cancellation also......
Movement Type 122, is for Return delivery to Vendor and this won't come under Reversal or Cancellation concept...
In SAP MM, 102 is the reversal mvt. type of 101. Every mvt. type has its reversal counterpart. The are many reasons to
make a reversal of any mvt. type (mostly human mistakes).
Movement Type 161 is used when you make a returns purchase order to a vendor. This is a purchase order with the "returns"
flag marked. By the way, 161 has it reversal mvt. type in 162.
It's true that in both cases material is being removed from the stock but for diferent reasons and in diferent bussiness processes.

SAP MBST: Reversal of cleared items in FI

When canceling a material document or an invoice posted with Transaction MR1M (Logistics Invoice Verification), the system generates error message F5802: 'Document includes already cleared items - reversal not possible'

This situation occurs if both goods receipt and an invoice for a purchase order item (scheduling agreement item) exist and the GR/IR clearing account has been cleared in this regard.

If you still want to cancel goods receipt with Transaction MBST or an invoice with Transaction MR8M, you must reset the corresponding cleared items beforehand in the accounting document using Transaction FBRA 'Reset cleared items.

As an alternative, you can also carry out the correction described in Note 326707.

SAP Valuation Category

All of the valuation groupings work together.

You specify whether valuation occurs at plant or company code level in transaction OX14 (Define Valuation Level). Then whichever one you have defined becomes a Valuation Area. These areas can be grouped together for ease of account assignment, in which case they become valuation groups.

Account Category Reference codes are associated to material types.

Valuation Classes are associated to material types in account determination.

Also an explicit association of Account Category Reference number to Valuation Class is made in Account Determination.

For example, Material HALB - Semifinished Goods. Account Category Ref in Material Type is 0008. Valuation Class 7900 is linked to Account Category Reference 0008.

When a material is created, it is associated to the appropriate Valuation Class on Accounting View 1 of Material Master.

The automatic account determination facility looks up a posting based on the rules defined - whether to look at only Valuation Class, or Valuation Class and an additional Valuation Modifier for BSX postings for example. It will check the rules, look at the material, material type and valuation area and the rules for the movement itself (where the system is expecting to see the account definitions). All of the definitions need to be consistent. If you've defined a new Account Category Reference, you need to make sure that's associated to the Valuation Class and Material Type.

The fastest and best way to tell if something is going to post the way you want it to is to simulate the posting. You can do that in the initial screen with the simulate button. Choose the plant, the movement type and the system will ask for a material and then tell you where everything will post, or if there's a posting account that is missing.

SAP What is A, B, C and D Indicator for a material for cyclic count?

All the material may not be important for cyclic count purpose, it may be required to count
some items frequently and some items rarely.

A cyclic count indicator A or B or C or D is allocated to material in the material master
based on either consumption value (consumption X rate) or forecast value
(forecast quantity X rate).

The item with more consumption value are classified as A, and with minimum as D.

“A” indicator items will be counted frequently (say every month), D will be less frequently
(say every 6 months or every one year). Daily a number of items will be taken for count, some
may be with A indicator, some with B and so on.

Mark all materials that are to be included in cycle counting with a cycle counting indicator
in the material master record (storage data). The cycle counting indicator is used to group
the materials together into various cycle counting categories (for example, A, B, C, and D).

There is an option in SAP to have a fixed indicator for a material say A for a material which
does not have a high consumption value but it is important to count it every month, then the
material can be marked as A indicator in material master with indicator “fixed”


In Customizing OMCO, for Inventory Management, you can define for each category the time
intervals at which the materials are to be counted.


Fields : No. of phys. inventories per fiscal year for cycle counting

For e.g. A - 12, B - 6, C - 3, D - 1

Specifies how often during the fiscal year a physical inventory is to be carried out for a
material subject to cycle counting.

The system uses this specification to convert the count interval into workdays.


Fields : Physical inventory interval (in workdays) for cycle counting

For e.g. A = 12 times per year and your Total Factory Calendar days = 300

The interval will be calculated as 300 / 12 = 25 days

Specifies after how many workdays following the last inventory count another physical
inventory has to be carried out for a given material.

The count interval is determined automatically on the basis of the number of physical
inventories specified for the fiscal year.


Fields : Float time (in workdays) for cycle counting

For e.g. A - 10, B - 20, C - 30, D - 0

Indicates the number of workdays by which the planned count date may vary from the current
date.

For examples :-

For the plant, the float time is five days.

A physical inventory has been planned for a material belonging to category C for June, 1.
On expiration of the float time (after June, 6), the physical inventory has not yet been
carried out.
Irrespective of the category, the material is parked for the next cycle counting run.


Fields :- Percentage of performance measure for cycle counting ind.

Specifies the percentage allocation of the materials to the individual cycle counting
categories.

The percentage value is used for automatic assignment of the cycle counting indicator.

For example :-

In the given plant, 200 materials are subject to the cycle counting physical inventory
procedure.

In Customizing for Inventory Management, the following percentage allocation has been defined
for the plant:

A materials: 50%
B materials: 25%
C materials: 15%
D materials: 10%
----
100%
----

In the cycle counting analysis, the materials are sorted by consumption. After completion
of the analysis, the cycle counting indicator is assigned as follows:

The first 3 materials (sorted in descending order according to consumption) represent 50% of
the consumption and have the indicator A.

The next 12 materials represent 25% of the consumption and have the indicator B.

The next 49 materials represent 15% of the consumption and have the indicator C.

The remaining 136 materials represent the rest (10%) of the consumption and have the
indicator D.


You can use the program ABC Cycle Counting Analysis (MIBC - RMCBIN00) to perform an analysis.
In this analysis, the system assigns the materials to the individual categories according to
consumption or requirements (forecasts).

You can also specify whether this analysis is to consider only the materials with cycle
counting indicator or all materials. The cycle counting indicator in the material master
records can be updated automatically by this program.


Marking Materials for Cycle Counting

This step is only required if you perform cycle counting for the first time or if you want
to update the cycle counting indicators.

In the material master record (storage data), maintain the cycle counting indicator for all
the materials that are to be included in cycle counting.

You can set the indicator in one of the following two ways:

1. manually in the material master record. To do this, choose
Material -> Change from the Material Master menu.

2. automatically using ABC analysis To do this, choose
Special procedures -> Cycle counting -> Set CC indicator from the Physical Inventory menu.

SAP Physical Inventory Process

What are the step to do physical inventory process? I want to make zero stock and then upload the actual stock?

First you can use the trn. MI01 there put all the material save, then use T-Code MI04 there you have to enter the count the if you want put 0, put it and make the tick then save then use MI22 post the difference.

About Physical inventory process you have another way :
1. Use t-code MI31 instead of using MI01 , it will give you a document number of all your stock.
2. If you did not get the document number use t-code MI24 .
3. MI21 to print the document.
4. MI04 to enter the count if you want put 0.
5. MI07 post.

Create PI document using MI01 (MI31 -Using Batch)
Enter Count Using MI04 (Select Zero Stock Indicator)
Post Count results using MI07
Check Results using MI24
Upload initial Stock using MB1C 561

Tips by : Phani

Note: For the first initial upload, the best options is to get your abapers to write a simple BDC upload program from the SAP screen mb1c (mvt type 561) using the file type csv (format save in excel).

If you freeze wrongly, you can used MI02 to manually delete the freeze physical inventory documents number.

SAP Physical Inventory Item Class

My question is about Physical Inventory. In general we do PI once in a year. Well for which item class ( A, B, C or none) we mostly do this excercise and why. I know what PI is but as far as industrial practice and logic behind selection of the item is concerned, I have a doubt.

Dakshita

Managing your physical inventory is a crucial part of running your business, if it is not monitored correctly you could have large variances, both negative or positive. A physical inventory count is carried out to determine the exact physical quantity of an article that is in your store at a particular time.
Stock quantities are then updated based on the actual level determined during the physical count.
It is important to monitor the accuracy of your stock levels, not only to identify any stock loss that may be occurring, but also to avoid processing sales against stock that you physically do not have, also to know when it is necessary to replenish stocks that run low.

George Sewmungal

I think you are asking about the stratification analysis: i.e.: after the unit cost X annual volume is calculated for all items, you sort the list and mark off the strata from the top down:

A = 70% - 85% of accumulated value
B = 10% - 20% of accumulated value
C = 5% - 10% of accumulated value
D or Blank = fasteners, no cost/low cost items etc.

The logic is that the A items will be comprised of costly or high volume items that account for the majority of the company’s inventory assets. These are usually only about 15 – 20% of the material numbers in the database. They are usually counted 4 times or more per year. Some companies count these every month. Mismanaging these items can bankrupt the company and they deserve special attention. Anyway that is the conventional wisdom.

B items are middle value/volume and are usually counted twice a year or thereabouts.
C items are low cost/volume items and are usually counted only once per year. They usually account for about 80% of the number of items in inventory but only 20% of the value. The most important thing about C items is to keep them in stock so you don’t run out.

The selection within each stratum is usually random but not necessarily. Some companies will store the items in segregated shelving and count by shelf, for example.

I hope this more completely answers your question. If not, please ask for clarification.

SAP Planned Delivery Time as Workdays

Is there a way to change the planned delivery time to workdays instead of calendar days? If not, does anyone have a way (other than adding two days to all planned delivery times) to start the planning process two days earlier when a weekend is involved in planning.


Yes, there is the possibility for you to define the Plnd Delivery Time exclusive of weekend (Saturday and Sunday). What you have to do is:

1) Maintain the Calendar via the following path: SPRO ----> General Settings -----> Maintain Calendar. This step will help define the appropriate calendar that you would prefer to set.

2) Define the Plant parameters via the following path: SPRO ----> Enterprise Structure -----> Definition --------> Logistics - General ------> Define, copy, delete, check plant. Select the Plant that you would like to define the Plnd Delivery Time and then, in the Factory Calendar, select the calendar that you have defined in step 1.

If you have already have our plants assigned to a factory calendar(Z1). Is it possible to get the planned delivery time to plan according to this calendar? If so, how?

Once you have assigned the appropriate calendar to your plant location, then you can start maintaining your material master data records with referecne to this Plant and the Plnd Delivery

Time of these master data will be calculated based on the Calendar that you have set for this particular plant.

My understanding was that Plannned Delivery time is always 'real' days, where as GR time considers the factory calendar. Perhaps that is just the way we have configured it?

The way we use it is that goods do travel over the weekend, but GRs are only done according to the factory calendar - so it works well for us.

Delivery time is only calculated in calendar days, not working days.

Variances between material and account of stock when you use MB5L

First of all, what MB5L works was that this transaction looks in the table T030, the accounts assigned to the inventory, and computes the total values based on the accounts. The values shown in the 1st column in the table, belongs to the values in the MBEW table. The FI values are build up based on the BSEG table. The point is that sometimes some postings are set in the MBEW table without being posted on BSEG (and vice versa).

There have been several reasons which are well attributable to this problem -

1) Change in the Valuation Class of the Material Master which results in the fact that the account determination or account used in the automatic posting was changed;

2) Maintenance of GR/IR clearing account via Transaction MR11 after executing the month-end closing (Transaction MMPV);

3) Adjustment of G/L account (JV process) for direct posting;

4) Price adjustment via Transaction MR21;

5) Manual posting of costs directly to inventory account via LIV.

SAP Inventory Beginning Balances

We will go live in 1st of November and I have been assigned the job of perfroming the inital stock upload. Some materials are managed with standard price and some with moving average. What is the normal way. Any help will be greatly appreciated since it is my first time doing this and i have little experience as a consultant.

When you transfer the stocks of material from the legacy system into SAP the initial enrty of inventory is done through mvt. type 561. You normally do this entry via batch input.

The valuation of the inventory data depends on two factors:
1. The price control procedure and prices defined in the accounting view of the material.
2. Whether you have entered a value for quantity to be transferred.

This is what happens for materials with Standard Price:
1.The initial entry will be valued at Standard Price defined in the material master.
2. If a different value is entered in the batch input data, this difference is posted in the price difference account.

This is what happens for materials with Moving Average Price:
1. Whatever value you have entered for the intial data entry in the batch input is used to valuate the quantity transferred.
2 If initial inventory value in batch input / inventory quantity differs from the MAP, the MAP is changed when you do the initial entry of the inventory data.
3. However if you have not maintained a value for the initial entry in the batch input the quantity transferred is valuated according to the MAP and the price does not change in this case.

You can add a new material to the material master and set a beginning balance on it by using transaction MB1C.

The following are instructions for doing so :

Path: Logistics *Materials management * Inventory management * Goods movement * Goods receipt *Other

Field Data :
Document Date Today’s date
Posting Date Today’s date
Movement Type 561 (will automatically enter)
Plant 3000 (or plant you are using)
Storage Location 0001 (or location you are using)

On top of screen select: Movement type *Receipt * Init.stck entry (own) * To unrestricted

Hit the white on green checkmark.

Now enter Item Material Quantity
1 Material # Quantity (Press tab 4 times to enter next item)
2 Material # Quantity

SAVE.

Write down the Document #________________

You may get an error saying: “G/L account 399999 blocked for posting in company code 3000”. To unblock the account, you can do the following :

Accounting>Financial Accounting>GL>Master records>Individual processing>Centrally.
Enter the GL account 399999 and the company code (3000).
On the menu, open GL account, then choose Block.

On the block GL account centrally screen, deselect all the boxes and save.
You may have to do this for account 79999 and company code 3000 if you want a beginning balance on Finished Goods.

NOTE THAT THIS FIX SHOULD BE DONE ON THE MASTER CLIENT.

SAP Setting Cross-company transaction

I found problem in setting cross-company transaction.
What I have done are as follow:
1. Create material master Z for plant A (company A), and plant B (company B).
2. Create vendor masteri for company A, assigned to plant B; e.g: vendor X assigned as plant B.
3. Create PO (doc.type NB) from plant A to vendor X for material Z.
4. Supposedly system would automatically recognised this as cross-company transaction. Then plant B could create delivery refering to this PO.


In my system, when I try to create the PO, SAP generates error message said that Sales and Distribution Data haven't been maintained for material Z, which I have already done.
Could anyone help? Recently I've got chance to look at the system where the cross-company has been already set. By comparing the PO, I knew that in the successfull cross-company PO, there are additional tab in item detail named Shipping. In this tab, there is information about customer, delivery type used, etc. Which make me wonder, is it the source of the problem. Should I set the customer master data refering to the plant issuing the PO? If I should where could I set this?

You need also to configure your Stock Transport Order settings for your Cross-Company Business Transaction to work.

1. Customer No. for the Goods Receiving Plant - OMGN
2. Availability Check- Checking Rule (if necessary) - OMGN
3. Assign a Delivery Type for the Delivering Plant - OMGN (for Stock Transport Orders, NLCC)
4. PO type (which i belive you have done) - OMGN
5. Assign Vendor No. to the Supplying Plant (done) - VK02
6. Assign Customer No. to the Purchasing Plant for the Inter-Compnay Invoice (but you need to assign this to the Sales Organization pre-assigned to the Purchasing Plant),
IMG-SD-Billing-InterCompany Billing-Define Internal Customer No. by Sales Org
***and by the way for the Invoice to work between Cross-Compnay Plants, you need also to have a Sales Org for the Supplying Plant and a Pricing Determination Procedure.

I've actually done this already and it should work.