STO Process

SAP ECC 6.0 EhP3 August 2008 English

Stock Transfer with Delivery (134) Business Process Documentation

SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany

SAP Best Practices

Stock Transfer with Delivery (134): BPD

Copyright © Copyright 2008 SAP AG. All rights reserved.

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Contents 1 Purpose........................................................................................................................................5 2 Prerequisites................................................................................................................................6 2.1 Master Data and Organizational Data...................................................................................6 2.2 Preliminary Steps..................................................................................................................7 2.2.1 Optional: Creating Planned Independent Requirements.................................................7 2.2.2 Optional: Executing MRP Run for a Single Material .......................................................8 2.2.3 Creating Stock in Supplying Plant ................................................................................10 2.2.4 Prerequisites for MRP and MRP-run ............................................................................11 2.3 Roles...................................................................................................................................11 3 Process Overview Table............................................................................................................12 4 Business Processes...................................................................................................................13 4.1 Showing Stock / Requirements List.....................................................................................13 4.2 Process Stock Transport Requisition (with MRP)................................................................14 4.3 Changing Stock Transport Purchase Order (with MRP)......................................................16 4.4 Creating Stock Transport Order (without MRP)...................................................................17 4.5 Delivery Due List for Purchase Orders................................................................................18 4.6 Picking Confirmation............................................................................................................19 4.7 Posting Goods Issue...........................................................................................................21 4.8 Checking Status of Stock Transfer......................................................................................21 4.9 Creating Billing Document ..................................................................................................22 4.10 Creating Excise Invoice ....................................................................................................24 4.11 Printing Excise Invoice .....................................................................................................25 4.12 Receipt of Transferred Materials.......................................................................................27 5 Appendix....................................................................................................................................31 5.1 Reversal of Process Steps..................................................................................................31 5.2 SAP ERP Reports...............................................................................................................33 5.3 Used Forms.........................................................................................................................34 5.3.1 Procurement.................................................................................................................34 5.3.2 Goods Movements........................................................................................................34 5.3.3 Delivery.........................................................................................................................34 5.4 Frequently Asked Questions ..............................................................................................35

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Stock Transfer with Delivery 1

Purpose

Document The purpose of this document is to describe the business process of Stock Transfer with Delivery. Target groups are warehouse clerks as well as buyers.

Scenario The stock transfer process begins with a requirement to transfer material from one plant to another within the same company code. This request, in form of a stock transfer requisition, can be created in the procuring plant automatically by MRP or manually by a buyer. Nevertheless, the process works without MRP, too. In that case the buyer creates the stock transport order directly. There are no master data requirements to support the stock transfer process. The material master must exist in both the procuring (receiving) plant and the providing (issuing) plant. Also, stock transfer purchase orders are not subject to approval like other purchase orders. A buyer validates the accuracy of the stock transfer purchase requisition and converts it into a stock transfer purchase order. Or, without MRP, the buyer creates the stock transfer purchase order directly. A warehouse clerk at the issuing plant monitors the materials due to be shipped and creates deliveries as required. Once a delivery is created, a pick list is generated for the materials. A warehouse clerk gathers the materials and confirms the picked quantities. Once the delivery is complete, the delivery quantities are issued, appropriate documentation is generated, and the goods are shipped, ending the process for the issuing plant. Goods are received at the receiving plant referencing the delivery number on the shipping documents. Inventory is received into a storage based on fixed parameters proposed from the material master which can be changed at time of transactional data capture i.e. purchase order creation or goods receipt.

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2


Prerequisites 2.1 Master Data and Organizational Data

SAP Best Practices Standard Values A range of indispensable master and organizational data was created in your ERP system in the implementation phase, such as the data that reflects the organizational structure of your company, as well as master data that suits its operational focus, for example, master data for materials, vendors, and customers. This master data usually consists of standardized SAP Best Practices default values and enables you to go through the process steps of this scenario. Operational Focus SAP Best Practices delivers standard values for more than one operational focus area, such as Services, or Manufacturing. This means that you may find more than one master data table below. Use the master data that matches the operational focus of your company (Service, Manufacturing or Trading).

Additional Master Data (Default Values) Some of the master data values may be labeled with a  diamond, which means that you can test the scenario using the indicated material. However, you can also use other existing materials that fulfill the same prerequisites: Check your SAP ECC system to find out which other material master data exists.

Using Your Own Master Data Note that you can also test the scenario with other material, or organizational data for which you have created master data. To find out how to create master data, refer to the Master Data Procedures documentation. Use the following master data in the process steps described in this document:

Manufacturing / Trading Production Plant Master data

Value

Material

TRADE11 (H11)

PD planning, no Serial no.; no batch

Material

TRADE12 (H12)

Reorder point planning, no Serial no.; batch

Material

TRADE20 (H20)

Reorder point planning, Serial no.; no batch

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Other Comments mat.

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Master data

Value

Other Comments mat.

Material

TRADE21 (H21)

Reorder point planning, no Serial no.; batch-Fifo

Material

TRADE22 (H22)

Reorder point planning, no Serial no.; batch-ExpDate

Material

FIN (F126)

PD planning, Serial no.; batch

Plant 1:

Plant_1 (for example 1000)

Plant 2:

Plant_2 (for example 1100)

Storage location:

Storage_Location_S hipping (for example 1030)

Purchasing org.:

Purchasing_organiza tion_1 (for example 1000)

Purchasing group:

Purchasing_group_1 (for example 100)

Company Code:

Company_Code_1 (for example 1000)

Make sure you take the material from the layer the process belongs to. You can only choose material from layer 2 if you have installed layer 2.

2.2 Preliminary Steps You can check if Purchase Requisitions are available in the distribution plant (For example, 1100) in transaction MD04. If no Purchase Requisitions are available, you can do the following steps: -

In case of material planned by Reorder Point Planning: MRP does not create Purchase Requisitions, if the available quantity is bigger than the reorder point. In this case, you can reduce the stock of that material with MIGO and movement type 562.

-

In case of material planned by MRP type PD (MRP): MRP does not create Purchase Requisitions, if the available quantity is bigger than the current requirements. You can create Planned Independent Requirements with MD61.

2.2.1

Optional: Creating Planned Independent Requirements

Use This activity creates Planned Independent Requirements.

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Procedure 1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu

Logistics → Production → Production Planning → Demand Management → Planned Independent Requirements → Create

Transaction code

MD61

Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role Business role

Strategic Planner (SAP_BPR_STRATEGICPLANNER-S)

Business role menu

Strategic Planning → Demand Management (DM) → Create Planned Independent Requirements

2. On the Create Planned Independent Requirements: Initial Screen, make the following entries: Field name

Description

User action and values

Comment

Material

For example, H11

Plant

Plant_2(1100)

Version

00

From

One month in future

To

Two month in future

Planning Period

M

This is the active Version, which is valid for actual planning

3. On the Plnd ind. Reqmts Create: Planning Table screen, enter in the field planned quantity the relevant quantity for the following month. 4. Save the entry. 5. Choose Back to return to SAP Easy Access screen.

Result Planned Independent Requirements have been created.

2.2.2

Optional: Executing MRP Run for a Single Material

Use This activity is performed, when you want to run an MRP-run for a single Material.

Procedure

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1.


Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu

Logistics  Materials Management  Material Requirements Planning (MRP)  MRP  Evaluations  Stock/Requirements List

Transaction code

MD04

Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role

2. 3.

Business role

Production Planner (SAP_BPR_PRODUCTIONPLANNER_EX-S)

Business role menu

Production Planning → MRP → Stock/Requirements List – Indiviudal Display

On the Stock/Requirement List: Initial Screen, enter the material number and the Plant_2 (1100). Choose Enter.

4.

On the Stock/Requirement List as of XX Hrs screen, you need to assign a Navigation Profile.

5.

Choose Settings  Settings  tab page general settings from the menu, enter in the field navigation profile the value SAPPPMRP00 (MRP controller) and select Save. After that, the Single-item, Multi-Level button is displayed in the screen.

NWBC: Choose More and choose Settings  Settings  tab page general settings. 6.

Start the processing for an MRP run by choosing Single-item, Multi-Level. In the following screen Single-item, Multi-Level the parameters have to be set as follows: Field name

Description


Processing key

NETCH

Create purchase requisition

1

Delivery schedules

3

Create MRP List

1

Planning mode

3

Scheduling

1

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Comment

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7.

After you have chosen Enter the system displays the message Please check input parameters. Confirm the message.

8.

The system executes the MRP run for the material and displays a result list. Go back by choosing Back. In the Stock/Requirement List screen choose Refresh and you can see the created purchase requisitions.

Result The purchase requisitions for the chosen material are generated.

2.2.3Creating Stock in Supplying Plant To run through this scenario, the materials must be available in stock.

Use The purpose of this activity is to post initial stock for materials, for example TRADE11 (H11). This step is obsolete if enough stock is available. You can check stock availability with transaction MMBE, material TRADE11 (H11), plant 1000, and storage location 1030.


Logistics → Materials Management → Inventory Management → Goods Movement → Goods Movement (MIGO)

Transaction code

MIGO


Warehouse Clerk (SAP_BPR_WAREHOUSESPECIALIST-S)

Business role menu

Warehouse Management → Receiving

Select any line and choose Post Goods Receipt. → On the Goods Receipt Purchase Order screen choose Restart (F5). → On the Restart window choose Yes. 2. On the Create Purchase Order screen, ensure that in the top left corner of the screen, the first field shows Goods Receipt and the second field shows Others. In the field in the top right corner, enter the movement type 561 and choose Enter. 3. On the Material tab page, enter material number TRADE11 (H11). Select the Items OK checkbox. 4. On the Quantity tab page, enter an amount, for example 10000. 5. On the Where tab page, enter plant 1000,storage location 1030. Choose Enter.

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6. If the material is handled in batches: On the Batch tab page, enter the external batch number or leave the field empty for internal number assignment. 7. If the material is handled in batches: Enter the date of production, for example current date; then choose Enter: 8. If the material is serialized: On the Serial Numbers tab page, enter the serial number. If the serial number is unknown, search one by choosing Find. 9. Choose Post.

To reverse the posting repeat the steps with reversal movement type 562. Alternatively cancel the material document with transaction MBST.

Result 1.

You have created stock for materials TRADE11 (H11).

2.

Financial postings: For Trade Materials: Posting Key

Account

Description

Amount (example)

Currency

89

22111100

Trading Goods

For example 1500

INR

91

L3110000

Invent. Own products

For example 1500-

INR

2.2.4Prerequisites for MRP and MRP-run

For this activity, run the 130: Procurement-to-Stock scenario, Preliminary Steps (step 2.1 to 2.5)

2.3 Roles Use The following roles must have been installed to test this scenario in the SAP NetWeaver Business Client (NWBC). The roles in this Business Process Procedure must be assigned to the user or users testing this scenario. You do not need these roles if you are not using the NWBC interface, but the standard SAP GUI.

Prerequisites The business roles have been assigned to the user who is testing this scenario. Business Role

Details

Activity

Transaction

Production Planner

SAP_BPR_PRODUCTIONPL ANNER_EX-S

Stock/Requirements List

MD04

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Warehouse Clerk

Buyer


SAP_BPR_WAREHOUSESP ECIALIST-S

SAP_BPR_PURCHASER-S

Goods Receipt Initial Stock Posting Create Delivery

VL10B

Picking Confirmation

VL02N

Post Goods Issue

VL02N

Check Status of Stock Transfer

MB5T

Create Purchase Order

ME21N

Change Purchase Order Assign Requisition and create Purchase Order

3

MIGO

ME22N ME57

Business Analyst Purchaser

SAP_BPR_PURCHASER-K

Create Info Record

ME11

Purchasing Manager

SAP_BPR_PURCHASER-E

Release Contract

ME35K

Process Overview Table

Create Stock Transport Order with MRP run Process step

External process reference

Business condition

Business role

Transaction code

Expected results

MRP run for single item

MRP Planning

Daily MRP run

Purchaser Buyer / MRP Planner

MD04

Demand overview

Create Stock Transport Order from Purchase Requisition

MRP Planning

Demand for stock in receiving plant


ME57

Stock transport order

Change Stock Transport Order

Procurement

Complete stock transport order


ME22N

Completed stock transport order

Create Stock Transport Order directly Process step


Business condition

Business role

Transaction code

Expected results

Create Stock Transport Order

Procurement

Demand for stock in

Purchaser Buyer /

ME21N

Completed stock transport

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Process step



manually

Business condition

Business role

Transaction code

Expected results

receiving plant

MRP Planner

Business condition

Business role

Transaction code

Expected results

Delivery due list shows action items

Warehouse Clerk

VL10B

Delivery created

order

Continue with Process Process step


Create Outbound Delivery for Stock Transport Order Pick Outbound Delivery

Sales Order Processing – Sale from Stock

Physical picking is done

Warehouse Clerk

VL02N

Delivery adjusted, picking done

Post Goods Issue for Delivery

Sales Order Processing – Sale from Stock

Closing delivery

Warehouse Clerk

VL02N

Delivery printouts

Check Status of Stock Transfer

Monitor stock status

Purchaser Buyer / MRP Planner / Warehouse Clerk

MB5T

Stock overview

Post Goods Receipt for Stock Transport Order

Goods arrive at receiving plant

Warehouse Clerk

MIGO

Stock increased

4

Business Processes 4.1 Showing Stock / Requirements List

Use In this step you can check, whether a purchase requisition is available.

Procedure 1. Access the transaction choosing one of the following navigation options: Option 1: SAP Graphical User Interface (SAP GUI)

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SAP ECC menu

Logistics → Production - Process → MRP → Evaluations → Stock/Requirements list

Transaction code

MD04


Production Planner (SAP_BPR_PRODUCTIONPLANNER_EXS)

Business role menu

Production Planning → MRP → Stock/Requirements List – Individual Display

2. On the Stock/Requirements List: Initial Screen, enter material TRADE11 (H11) and plant 1100 and choose Enter. 3. Check whether in the Stock/Requirements list a purchase requisition is available. 4. Choose Back twice to return to SAP Easy Access screen.

Result You can find the created purchase requisitions in the survey.

4.2 Process Stock Transport Requisition (with MRP) Use The purpose of this activity is to assign the created purchase requisition.


Logistics → Materials Management → Purchasing → Purchasing Requisition → Follow on functions → Assign and Process

Transaction code

ME57


Buyer (SAP_BPR_PURCHASER-S)

Business role menu

Purchasing → Purchase Requisitions → Assign and Process Purchase Requisitions

2. On the Assign and Process Purchase Requisitions screen, enter the following values: Field name Plant

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Description


Comment

Plant_2 (1100)

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Purchasing group

(This is an optional field)

Item category

U (to get only stock transfer requisitions)

Assigned purchase requisitions

X

Partly ordered requisitions

X

Requisitions for overall release

X

Requisitions for item-wise release

X

3. Choose Execute. On the Assign and Process Purchase Requisitions screen all requisitions for processing are listed.

If you want to check the content of some of the listed requisition you can select them and choose Details. To leave this screen, choose Back (F3). 4. Select the purchase requisition, which you viewed and choose Assignments Overview. 5. On the Assign and Process Requisitions: Overview of Assignments screen, select the line with the supplying plant and choose Process Assignment. 6. On the pop-up Process Assignment: Create PO with some default values appears. Check and maintain the entries as follows: Field name

Description


Comments

Order type

UD (stock transp.order)

UD = PO order with delivery

Purchase order date

xx.xx.xxxx

Should be day of current day

Purchase group

xxx

Maintain one valid purchase group

Purchase organization

1000

Choose the valid purchase organization

7. Choose Process Assignment. 8. The Create Purchase Order screen appears. Select the requisition(s) in the document overview, which you want to proceed and choose Adopt.

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9. Check all the values in the PO. Add text if necessary. Make sure that the right PO type for stock transport is used. 10. Choose Save. Note down the stock transport order number for further processing:___________ 11. Choose Exit to return to SAP Easy Access screen.

Result The system generates a stock transfer purchase order.

4.3 Changing Stock Transport Purchase Order (with MRP) Use This activity is performed when changes within the stock transfer purchase order have to be made.


Logistics → Materials Management → Purchasing → Purchase Order → Change

Transaction code

ME22N



Business role menu

Purchasing → Purchase Orders → Change Purchase Order

2. On the Change Purchase Order screen, change to the desired purchase order.

To select desired purchase order, select one of the following options: -

Choose Other purch. Order.

-

Search for purchase orders in document overview, double-click the desired purchase order, and choose Display/Change to change, if necessary.

3. Open header details or items details. Choose the Texts tab page. Select the type of text to be entered, and enter text.

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4. Enter appropriate storage locations. Refer to the following table as an example of appropriate storage locations or use your own personalized storage locations. Material

Storage location

TRADE11 (H11)

Storage_Location_Shipping (1130)

5. Choose Save. 6. Choose Back to return to SAP Easy Access screen.

Result The purchase order has been changed.

4.4 Creating Stock Transport Order (without MRP) Use This activity creates the stock transport orders manually.


Logistics → Materials Management → Purchasing → Purchase Order → Create → Vendor/Supplying Plant Known

Transaction code

ME21N



Business role menu

Purchasing → Purchase Orders → Create Purchase Order

2. On the Create Purchase Order screen, make the following entries: Field name

Description


Comment

Order type

UD

Order type ‘UD’ Note: If in the dropdown menu the entry StockTranspOrderDel does not appear but two entries appear named StockTranspOrder choose the second one.

Supplying plant

Plant_1 (1000)

Production Plant

Org. data tab page

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Field name


Description


Comment

Purchasing org.

Purchasing_org_1 (1000)

Purchasing Org.

Purchasing group

100

Purchasing group 200

Company Code

Company_Code_1 (1000)

Expand "Item overview" Material

TRADE11 (H11)

Order quantity

100

Delivery date

Any, in future

Plant

Plant_2 (1100)

Distribution Center

Storage location

Storage_Location_Shi pping (1130)

Target storage location

Optional: Batch (if material is handled in batches)

Batch number

Existing batch number of used material (you can use the input help [F4] to search for a batch)

Or any other value

3. Choose Save. 4. Choose Back to return to SAP Easy Access screen.

Result The system creates the stock transport order. Note down the stock transport order number for further processing: _____________________________.

4.5 Delivery Due List for Purchase Orders Use This activity creates the deliveries for the stock transport orders.


Logistics → Logistics Execution → Outbound Process → Goods issue for Outbound Delivery → Outbound Delivery → Create → Collective Processing of Documents Due for Delivery → Purchase Orders

Transaction code

VL10B

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Business role menu

Warehouse Management → Shipping → Purchase Orders Due for Delivery

2. On the Purchase Orders, Fast Display Initial Screen, enter the following: Field name

Description


Shipping Point

Shipping_Point_1 (1000) (this field is optional)

Delivery Creation Date

Today’s date at minimum

CalcRuleDefltDlv CrDt

3

Comment

3. Choose the Purchase orders tab page. 4. Enter a purchasing document, for example from earlier section. 5. Choose Execute. 6. Select the purchase orders from the list, which you want to precede. Choose Create delivery in background.

If the storage location is active for Lean Warehouse Management, a picking document should be printed automatically. 7. A system message will be created “See log for information about creating deliveries”. Choose Show/hide Deliveries (Shift+F8). Note down the delivery number for further processing: _____________________________.

Result The deliveries have been created.

4.6 Picking Confirmation Use This activity confirms the picked quantity. Batch determination is performed automatically based on the system settings in business configuration; picking confirmation is then also confirmed automatically.


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Logistics → Logistics Execution → Outbound Process → Goods

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issue for Outbound Delivery → Outbound Delivery → Change → Single Document Transaction code

VL02N



Business role menu

Warehouse Management → Shipping

Choose tab index All Deliveries (X), select your Delivery and choose Change. 2. On the Change Outbound Delivery screen, enter the delivery document number from the earlier section and choose Enter. (Not necessary for NetWeaver Business Client.) 3. On the IntPlant Stock Dely XXX Change: Overview screen, choose the Picking tab page and make the following entries: Field name

Description


Delivery quantity

Comment The delivery quantity is overtaken from the purchase order document

Pick quantity

Enter the pick quantity, for example 100

Same quantity as in stock transport purchase order

Batch (if material is handled in batches)

Enter batch

Unrestricted-use batch within the supplying plant Plant_1 (1000) has to be entered manually. Can be determined using the transaction MMBE or using the F4 help.

Storage location

Storage_Location_Shi pping (1030)

4. If the material is serialized: On the Change Outbound Delivery / Item overview screen, choose Extras → serial numbers. Enter serial numbers as requested. If necessary, choose Select serial numbers (F6) to select existing serial numbers. 5. Choose Save. 6. Choose Back to return to SAP Easy Access.

Result The components are shipped to the receiving plant. Use the log to obtain the delivery and transfer order number.

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4.7 Posting Goods Issue Use This activity performs the goods issue for the outbound delivery.


Logistics → Logistics Execution → Outbound Process → Goods issue for Outbound Delivery → Outbound Delivery → Change → Single Document

Transaction code

VL02N



Business role menu


Choose tab index All Deliveries (X), select your Delivery and choose Change. 2. On the Change Outbound Delivery screen, enter the delivery number and choose Enter. (Not necessary for NetWeaver Business Client.) 3. On the IntPlant Stock Dely XXX Change: Overview screen, select the item, which you want to post, and then choose Post Goods Issue..

Two documents should be printed after the goods issue is posted: delivery note and bill of lading. 4. Choose Back to return to SAP Easy Access screen.

Result The stock is removed from the unrestricted stock and put into stock-in-transit status.

4.8 Checking Status of Stock Transfer Use This activity is performed to check the actual stock in transit.

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Logistics → Materials Management → Inventory Management → Environment → Stock → Stock in Transit

Transaction code

MB5T



Business role menu

Warehouse Management → Consumption and Transfers → Stock in transit CC

2. On the Display of Stock in Transit screen, make the following entries: Field name

Description


Comment

Material Number

TRADE11 (H11)

Material number of the material from the stock transfer order

Receiving Plant

Plant_2 (1100)

Distribution Center

Issuing Plant

Plant_1 (1000)

Production Plant

Stock Transfer Orders

Indicator set

Set the flag for ‘Stock Transfer Orders’

3. Choose Execute. On the Display Stock in Transit screen, you get an overview of the material and of the stock transfer orders, which are currently in transit. This concerns all the material that has left the supplying plant and has not yet reached the receiving plant

Result The materials you issued are in stock in transit status.

4.9 Creating Billing Document Use Billing Document is created to send a Commercial Invoice to the customer. It will also update the corresponding G/L Accounts.

Prerequisites Goods issue should be posted for the delivery document.

Procedure 1. Access the transaction choosing one of the following navigation options:

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Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu

Logistics → Sales and distribution → Billing → Billing document → Create

Transaction code

VF01

Option 2: SAP NetWeaver Business Client (SAP NWBC) via AIO role Business role

SAP_AIO_SALESPERSON-S (Customer Service)

Business role menu

Accounts Receivable → Billing → Create Billing Document

2. On the Create Billing Document screen, make the following entries: Field name

Description

Billing Type


Comment

Pull down and choose the Billing Document type : Excise Invoice India(JEX)

Billing Date Serv.rendered Pricing date Document

Enter the Delivery document number created in chapter 3

Delivery document number

3. Choose Enter. 4. On the Excise Invoice India ( JEX) Create : Overview of Billing items screen, make the following entries: Field name

Description


Comment

Excise Invoice India

Defaulted

Payer

Defaulted

Billing date

Defaulted

Net Value

Defaulted

Item

Defaulted

Description

Defaulted

Invoiced Quantity

Defaulted

Sales Unit

Defaulted

Net value

Defaulted

Material

Defaulted

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Defaulted

Cost 5. Choose the item and choose Item Pricing Condition.

6. On the Excise Invoice India ( JEX) Create : Item Data screen, choose the Conditions tab to check the following entries: Field name

Description

CnTy


Comment

P101

Name

Defaulted

Amount

Defaulted

Crcy

Defaulted

Per

Defaulted

UoM

Defaulted

Condition Value

Defaulted Check the correctness of Excise duty and Taxes Choose Enter Icon

7. Choose Save.

Result The billing document is created.

4.10

Creating Excise Invoice

Use Excise Invoice is a legal document to be submitted to the Excise Authorities.

Prerequisites •

Post Goods Issue should be completed for the delivery.

•

Billing document created.


© SAP AG

SAP User menu → Indirect Taxes → Sales / Outbound Movements → Excise Invoice → For Sales Order → Outgoing Excise Invoice Create

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Transaction code

J1IIN


SAP_BPR_IN_EXCISECLERK

Business role menu

CIN → Excise Transactions → Outgoing Excise invoice create/change/display

2. On the Create Excise Invoice for Factory Sale screen, choose Create Billing and then make the following entries: Field name

Description

Billing Document

Document with reference to which Excise Invoice is to be made

Posting Date

The date on which Excise posting is to be made

User action and values Enter the Billing document number created in chapter no.5

Comment Billing document

Enter Today’s Date

3. Choose Enter. 4. On the Create Excise Invoice for Factory Sale screen, make the following entries: Field name

Description


Excise Group

21

Series Group

10

Comment

Excise Duty will be utilized periodically. 5. Choose Save.

Result System will give a message Excise Invoice generated: Modvat database updated.

4.11

Printing Excise Invoice

Use Excise Document is a legal document, which will be sent to the customer together with the goods.

Prerequisites Condition record for Output

If the Output type is not assigned, go to VF02 and then do the following operation:

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1. On the Change Billing Document screen, enter the billing document created before. 2. Choose Enter. 3. Choose from the menu Goto → Header → Output. 4. On the Excise invoice India XXX (JEX) Change: Output screen, enter J1I0 in the field of Output Type, select Print Output from the medium drop list and enter BP in the field of Partner Functions. 5. Choose Save. 6. On the Excise invoice India XXX (JEX) Change: Output screen, enter LOCL in the field of Logical destination. 7. Select the checkbox of Print Immediately. 8. Choose back and Save.


SAP User menu → Indirect Taxes → Sales / Outbound Movements → Excise Invoice → For Sales Order → Print

Transaction code

J1IP


SAP_BPR_IN_EXCISECLERK

Business role menu

CIN → Excise Transactions → Excise invoice print

2. On the Printout of Excise Invoices screen, make the following entries: Field name

Description


Excise Invoice

Enter the Excise Invoice number created in chapter no.5 (To get this go to Transaction Code: J1I7. in the screen give the values as follows: Excise group: 10, choose Radio Button Part 1 and 2 posted and execute. The resulting screen will give you the Excise Invoice number against the Invoice number, which you have created)

Excise Year

current Excise year

Comment

Excise Invoice Date

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10

Series Group Plant

J1I0

Output Type Printer Include Printed Excise Invoice

Choose on the Execute Icon or Press F8 In the resulting screen, choose the Excise invoice and choose on Printer Icon 3. Choose Execute. 4. On the Printout of Excise Invoices screen, choose the created excise invoice and choose Print.

Result Excise Invoice 1XXXXXXXXX Printed.

4.12

Receipt of Transferred Materials

Use Goods are received from the supplying plant as a result of a Stock Transport Order at the receiving plant. A goods movement is entered into the system referencing this STO and a goods receipt material document is posted.

Prerequisites Stock Transport Order

Procedure 1. options:

Access the transaction choosing one of the following navigation

Option 1: SAP Graphical User Interface (SAP GUI) SAP ECC menu

Logistics → Materials Management → Inventory Management → Goods Movement → Goods Receipt for Purchase Order

Transaction code

MIGO


© SAP AG

SAP_AIO_WAREHOUSESPECIALIST-S (Warehouse Specialist)

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Business role menu 2. entries:

Warehouse Management → Receiving → Other Goods Movement On the Goods Receipt Purchase Order screen, make the following

Field name

Description


Goods Receipt

Goods Receipt

Outbound Delivery

Outbound Delivery

Choose from dropdown list for action Enter the Outbound Delivery number created earlier

Movement Type

101

Comment

Default

Choose Enter Document Date

Document Date

Enter document date

Delivery Note

in Header

Delivery note Number

Supplying plant

Supplying plant

Defaulted from Outbound Delivery

Posting Date

Posting date

Enter posting date

Bill of lading

Bill of lading

Enter bill of lading

Header text

Header text

Enter header text

Grayed out

Close Header Detail data to enlarge the Detail data. Choose Material tab at Detailed Data. Material

Material tab

Defaulted from stock transport order

Grayed out

Choose Quantity tab in Detail data. Qty in unit of entry

Quantity in unit of entry

Enter the quantity you have received from supplying plant

Qty in delivery note

Quantity in delivery note

Enter the quantity as per Invoice / delivery

Choose Where tab in Detail data. Movement type

Movement type

Defaulted from header screen

Stock type

Stock type

Defaulted from material master

Plant

Plant

Defaulted from Outbound

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Storage location

Storage location

Goods Recipient

Goods Recipient

Unloading point

Unloading point

Text

Text

Delivery 1100 Defaulted from Stock Transport Order if entered 1130 Enter the name of person who received goods

Enter the text if required

Choose Purchase Order tab in Detail data. Purchase Order

Purchase Order

Defaulted from header data

Del. completed ind.

Delivery completion indicator

Defaulted by system if PO Qty = GR Qty

Grayed out

Choose Partner tab in Detail data. Vendor

Vendor name

Greyed out

Choose Batch tab in Detail data. This tab will come only if material is managed in batches. Proceed with the following steps if material is batch managed only. Batch

Batch number

Vendor batch

Vendor batch

Enter batch number if externally maintained by you or system will allocate batch number B1 Enter incoming batch number for reference

Choose Classification pushbutton, system will take to new screen Classification. Enter the production date against field Char: production date and press Next screen (F8) icon to continue. 3.

Choose the checkbox Item OK, after entering all the data.

System will issue the following error message: Enter Excise Invoice number and Excise Invoice Date

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Close the error message and proceed further. 4. entries.

On the Excise Invoice tab at Header Data make the following

Field name

Description


Comment

Create RG23D Entry

Create RG23D Entry on Excise Action

Choose Create RG23D Entry from dropdown list

Defaulted

Excise Group

Excise Group

Excise Invoice

Excise invoice

Defaulted by the system Enter the Excise Invoice number created in chapter no. 6

Excise Inv. Date

Excise Invoice Date

Enter the excise invoice date

BED

Basic Excise Duty


Greyed out

ECESS

Education Cess


Greyed out

Enter Correct invoice Number , other value will flow

Close Header Detail data to enlarge the Detail data. Choose Excise Item tab at Detailed Data (at the last). Chapter ID

Chapter ID of material

Defaulted by the system No action required

EI Quantity

Excise Invoice Quantity

Defaulted by the system from Goods Receipt quantity

Base Value

Base value of material

Defaulted by the system

BED

Basic Excise Duty

Defaulted by the system

ECESS

Education Cess

Defaulted from System

All other information is defaulted by the system. Hence, no action required by the user. 5. Choose Check at the top of screen. Tip: If a warning message appears, which states that Document flow for delivery cannot be updated you can ignore this message. 6.

Choose Post push button to post the document.

Result Material document posted

Example © SAP AG

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Material document 50000000XX posted.

5

Appendix

5.1 Reversal of Process Steps MRP run Transaction code ( SAP GUI)

MD04

Reversal:

Run MRP again

Transaction code ( SAP GUI)

MD04

Business role

Production Planner (SAP_BPR_PRODUCTIONPLANNER_EX-S)

Business role menu

Production Planning → MRP → Stock/Requirements List – Individual Display

Comment

Either run the complete MRP again or only for the selected material

Create Stock Transport Order from Purchase Requisition Transaction code ( SAP GUI)

ME57

Reversal:

Change Purchase requisition


ME52N

Business role

Employee (Professional User) (SAP_BPR_EMPLOYEES)

Business role menu

Purchasing → Purchase Requisitions → Change Purchase Requisitions

Comment

Set deletion flag for purchase requisition item line

Change Stock Transport Order Transaction code ( SAP GUI)

ME22N

Reversal:



ME22N

Business role


Business role menu


Comment

Go to the header, choose the item(s) and choose delete. Save the purchase order.

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Create Stock Transport Order manually Transaction code ( SAP GUI)

ME21N

Reversal:



ME22N

Business role


Business role menu


Comment

Go to the header, choose the item(s) and choose delete. Save the purchase order.

Create Outbound Delivery for Stock Transport Order Transaction code ( SAP GUI)

VL10B

Reversal:

Change delivery


VL02N

Business role


Business role menu


Comment

Delete delivery

Pick Outbound Delivery Transaction code ( SAP GUI)

VL02N

Reversal:

Change delivery


VL02N

Business role


Business role menu


Comment

Adapt quantities

Post Goods Issue for Stock Transfer Order Transaction code ( SAP GUI)

MIGO

Reversal:

Cancel material document


MBST

Comment

Use material document number

© SAP AG

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Check Status of Stock Transfer Transaction code ( SAP GUI)

MB5T

Reversal:

-none-


-none-

Business role

-none-

Business role menu

-none-

Comment

-none-

Post Goods Receipt for Stock Transport Order Transaction code ( SAP GUI)

MIGO

Reversal:

Cancel material document


MBST

Comment

Use material document number

5.2 SAP ERP Reports Use The table below lists the most frequently used reports that help you to obtain additional information on this business process.

You can find detailed descriptions of the individual reports in the following BPP documents, which provide a comprehensive compilation of all important reports: •

Financial Accounting: SAP ERP Reports for Accounting (221)

•

Logistics Processes: SAP ERP Reports for Logistics (222)

Note that the descriptions of some reports that are an indispensable part of the process flow may be located directly in the section where they belong.

Reports Report title

Transaction code

Comment

Material Documents

MB51

A list of the material documents, which were posted for one or more materials.

Warehouse Stock

MB52

A List of the warehouse stock is displayed

Stock Overview

MMBE

A list of stock is displayed.

Outbound delivery Monitor

VL06O

Monitor for collective processing of deliveries and for obtaining information

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Report title

Transaction code

Comment on general shipping processing.

Execute Report

KE30

A report concerning Plan/Actual Activities.

5.3 Used Forms Use In some of the activities of this business process, forms were used. The tables below provides details on these forms.

5.3.1Procurement Common form name

Form type

Used in process step

Output type

Technical name

Purchase Order

Smart Form

Step 4

NEU

/SMBA0/AA_MMPO

5.3.2Goods Movements Common form name

Form type


Output type

Technical name

Goods Receipt (individual slip)

SmartForm

Step 4

WE01

ZAA_MMGR1

Goods Receipt (individual slip with inspection text)

SmartForm

Step 4

WE02

ZAA_MMGR2

Goods Receipt (collective slip)

SmartForm

Step 4

WE03

ZAA_MMGR3

Goods Issue (individual slip)

SmartForm

Step 4

WA01

ZAA_MMGI1

Goods Issue (individual slip with inspection text)

SmartForm

Step 4

WA02

ZAA_MMGI2

Goods Issue (collective slip)

SmartForm

Step 4

WA03

ZAA_MMGI3

Form type


Output type

Technical name

5.3.3Delivery Common form name

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Delivery Note

SmartForm

Step 4

LD00

/SMBA0/AA_SDDLN

Bill of Lading (without transportation)

SmartForm

Step 4

ZBL1

/SMBA0/AA_SDBLD

Optional: Picking document

SmartForm

Step 4

-none-

LVSTAEINZEL

5.4 Frequently Asked Questions Questions

Answers

Can I add special instructions to the purchase order?

Yes.

Is it possible to use bar code output for the warehouse?

Yes.

How do you manage the quality of incoming goods?

The movement of material allow recording of stock status –one of them being quality stock status – which exempts the stock quantity from MRP. Detailed quality results require SAP Quality Management module.

Can we use warehouse management functionality for material management?

Yes, the functionality exists – further requirement analysis needs to be done to determine the project scope.

© SAP AG

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STO Process

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