03/28/2016 User Manual

Stock Transfer Process

Inter Company
Contents
1. Business Process:...........................................................................................................................2
1.1 Current practice:..........................................................................................................................2
1.2 To Be Process:........................................................................................................................2
1.3 Process Flow................................................................................................................................3
2. SAP Steps.......................................................................................................................................4
2.1 Steps Overview............................................................................................................................4
2.3 Steps with screen shots...............................................................................................................4
1. Create stock transfer order.....................................................................................................5
2. Execute pending order report and create delivery document...............................................9
3. Create packing proposal& Print them..................................................................................11
4. Change delivery document based on final packing and print packing slip...........................19
5. Goods Issue & Create Invoice...............................................................................................20
6. Goods receipt at depot........................................................................................................26
7. Reports........................................................................................................................................27
USER MANUAL – INTER COMPANY STOCK
TRANSFER

1. Business Process:
1.1 Current practice:
 Customer places order to depot or salesman.
 Depot gives the order to head office with the requirements and details.
 After receiving the order depot in charge at HO analyses the stock report and accordingly
asks the go-down in-charge to pack the specific order.
 Go-down in charge makes a rough packing instruction sheet in a rough paper or in some
cases pre-printed stationery.
 Rough packing instruction is handed over to packer for packing.
 After packing all cartons the packing instruction sheet with actual packing contents is handed
over to SAP user.
 SAP user creates and order, delivery, goods issues & packing slip based in the final packing
details received. Invoice is processed subsequently.
 Materials are loaded in vehicle and documents created from SAP are handed over to the
driver.

1.2 To Be Process:
 Customer places order to depot or salesman. Depot in charge forwards the
order to corresponding sales in charge.
 All such orders from customers (against a depot) and from depots are to be
cumulated and entered in SAP. Use Transaction code – ME21N or ZVA01.
Upload program ZSD_AUTOMATION can also be used. Customers name can
also be referred in stock transfer order against a line item (refer field
“requisitioner” in the stock transfer order).
 Warehouse in charge reviews the pending order report. Use transaction VL10I.
The report displays the delivery quantity along with stock available quantity.
Warehouse in-charge decides the order to be executed today and create
delivery document directly from pending order report.
 Packing in charge reviews the packing due list report VL10P. He then selects
the delivery order and allocates carton nos. & PI no. to delivery document
nos. He creates a packing instruction in SAP. Use transaction ZSD_PACKING
for creating packing instruction. Use transaction ZPAC_PROP to print packing
instruction sheet.
 SAP packing instruction is handed over to packer for packing.
 After packing a single carton or multiple cartons, the packing instruction
sheet with actual packing contents is handed over to SAP user.
  SAP user makes packing modification where required in SAP and prints
packing slip. Single packing slip can also be printed. Use transaction code
ZPAK to print packing slip.
 Packing slips are inserted in the corresponding cartons and cartons are placed
in loading bay.
 After all cartons are placed in loading bay, invoice in created in SAP using
VF01 and vendor posting is done using MIRO. All relevant documents are
printed and handed over to driver.

1.3 Process Flow

2. SAP Steps
2.1 Steps Overview
1) Create a Purchase Order (ME21N).Enter the relevant organization related
header details. Enter the material required, quantity, plant and storage location.
Confirm the details in the shipping tab, if required.
2) Create delivery (VL10I/ VL10D) for inter-company goods replenishment with
reference to purchase order.Create background delivery. This would result in
creation of a delivery log.Picking can be done in outbound delivery through
VL02N.
3) Next, we will create packing proposal using transaction code ZSD_PACKING.Print
packing proposal sheet (ZPAC_PROP). Alternatively packing can be done
manually using VL02N.
4) After packing, make necessary changes in VL02N. This process would be
followed by goods issue.
5) Post PGI user print 3 copy of packing slip instructions using t-code –ZPAK.Out of
3 copy of packing slip 1st is for packing in carton, 2nd for sales agent and 3rd
is for company record.
6) With reference to the delivery no which is given by the go-down in-charge end
users are generating the stock transfer invoice using t-code VF01.
7) 3 printouts of invoice are generated using VF02. (we can change the transporter
manually during this transaction).
Note: divisions in LUX: IW(Innerwear), WW(winter wear), OW(outer wear)
8) System generates an automated inbound delivery against which the
depot will have to do goods receipt in system. Use transaction code
VL32N for goods receipt and post vendor invoice using MIRO.

LUX EBELL J.M Bijay Nagp

al

Document ZNB ZNB ZNB ZNB ZNB

Type

Billing IV IV IV IV IV
type

2.3 Steps with screen shots

1. Create stock transfer order.

Option 1: Use transaction ME21N
1. Access the transaction choosing one of the following navigational options:
SAP ECC menu LogisticsMaterials ManagementPurchasingPurchase
 OrderCreate

Transaction code ME21N

2. On the Create Order: Initial Screen, Header data make the following entries and choose
Enter:
Field name User action and Description / Comment
values

Order Type ZNB Stock Transport Order

Vendor <Vendor Code> Vendor code for supplying vendor

Purchase organization 1001, 1001 for LUX

2001, 2001 for JM

6000 6000 for Ebel

Purchasing Group Z99 STO P Grp

Company Code LUXH Lux Company code

JMHL JM Company code

EBEL EBEL Company code

3. Make the following entries:

Field name User action and values Description / Comment

Material <Material number>

Order quantity <Order Quantity> For example, 10

Order Unit <UoM> Enter only if you do want to change

Plant <Plant> Depot Code

Storage Location 0011 Storage location code

Requitioner <Name> Name of customer (optional)

4. Choose Enter.
5. Verify prices for each item in item detail screen.
6. Save your entries.
 Option 2: Use Transaction ZVA01
1. Access the menu transaction choosing one of the following navigational options:
SAP ECC menu

Transaction code ZVA01

2. Make the following entries in create order initial screen

Field name User action and values Comment

Order type ZNB Select ZUB for stock transfer to

depot

Select ZNB for intercompany transfer

3. Make the following entries in purchase order initial screen
Field name User action and Description / Comment
values

Purchase organization 1001 for Lux Common

6000 for EBEL
2001 for JM

Purchasing Group Z99 STO P Grp

Company Code LUXH Lux Company code

JMHL JMHL Company code

EBEL EBEL Company code

Requisitoner Name <Name> Name of customer (optional)

4. Make the following entries in item details screen

Field name User action and values Description / Comment

Material <Base Material> Base material code (without size)

Order quantity <Order Quantity> Enter quantity against each size

for each size

Order Unit <UoM> Enter only if you do want to change

Case <Qty> Enter no. of cases required

Storage Location 0011 Storage Location Code

Text <Text> Enter

Requisitioner <Name> Name of customer (optional)

5. Select button “Save Order”

 Option 3: Use Upload program – ZSD_AUTOMATION
1. Access the menu transaction choosing one of the following navigational options:
SAP ECC menu

Transaction code ZSD_AUTOMATION

2. Use the attached upload file format

PO Upload.xlsx

2. Execute pending order report and create delivery document

1. Access the menu transaction choosing one of the following navigational options:
SAP ECC menu LogisticsLogistics ExecutionOutbound
ProcessesOutbound DeliveryCreateCollective Processing
of documents due for delivery Sales orders & Purchase Orders
(schedule lines)

Transaction code VL10I/VL10D

2. Make the following entries in pending order report initial screen
Field name User action and values Comment

Shipping plant <plant code> Select delivering plat code

Date <Date> Enter document creation date. Leave

bank to get complete due list

Execute

3. In the subsequent output screen select layout “/ZPLANT”. The report displays available stock along with
delivery requirements.

4. Select appropriate STO / Sales order document and process delivery as per grouping requirement. Click on
button background after selecting required document. System will show the created delivery document no. in
the last column of the report.
3. Create packing proposal& Print them
1. Access the menu transaction choosing one of the following navigational options:
SAP ECC menu

Transaction code ZSD_PACKING

2. Enter transaction code ZSD_PACKING. System will provide packing report screen
for input. Enter delivery no. and press enter. System will display all
materials to be delivered against the delivery document.
3. Enter external Invoice No. Packing material code (FCARTON); No. of cartons required for Packing; From and to
Carton No.
Tips:
From carton search help will give to the carton nos. already used for the prefix no.

After entering “from no.”; system will create external carton nos. based on from no. selected and no. of
cartons required.
4. Select button “Create HU” to generate cartons against the delivery document. System reserves the cartons
nos. against the delivery document and same can be recalled later for packing changes.

5. Next step is to carry out packing proposal. Select items on the right panel; enter quantity per cartons. Select

relevant cartons required for packing and then finally select button pack.
In our example here; we have selected 30 cartons and have carried out packing thrice in lots of 10.
First lot:
Item & quantity selected:

Cartons selected:
Total view of packing 10 cartons:
System will give a message to confirm. Select “Yes”

The materials which are completely packed in the proposal will get removed from the pack material screen.

You will now be left material for which proposal is yet to be finished. Carry out steps as explained above to
complete packing proposal.
 Screen shot for the last 10 carton’s lot

6. After completing the packing proposal for all items select button “Update Delivery”. This will update the
carton nos. to the delivery document

Screen shot below from delivery document

7. Next print the packing proposal slip using transaction code ZPAC_PROP
 PDF inserted below:

ZPAC_PROP.pdf

4. Change delivery document based on final packing and print packing slip.
1. Use transaction code VL02N to modify delivery document for changes as per final packing.
2. Use transaction code ZPAK or ZPAK_A4_LP to print packing slip
5. Goods Issue & Create Invoice
Use transaction code VL02N for goods issues. System will automatically create IBD for the receiving depot.
Screen shot from Inbound delivery

Perform Vendor posting using the t code MIRO as shown below:

 User transaction code VF01 to create invoice.

 Enter delivery document no. and press enter

 Enter LR details and transporter details.

Save Invoice.
6. Goods receipt at depot.
Use transaction code VL32N for goods receipt. Enter IBD no. and select button “post goods receipt”

7. Reports

To view Sales Report enter the t code zsales_all and press enter.

Enter the required details and execute.

The following screen would be generated:
The stock movement report ZDPSTOCK can also be used.

After execution following report would be generated:

Size-wise report:

Run the transaction ZMM_MKSTK. Fill in the necessary details in the screen similar
to one shown below:
Following report would be generated after entering details and execution for items
according to size:

Following are the list of reports, registers and respective t codes:

Sales Report(ALL) ZSALES_ALL
Sales Report(ONN) ZSALES_ONN
Order Register(ALL) ZALL_ORDREG
Order Register(ONN) ZONN_ORDREG
Order Register(LEGGING) ZLEG_ORDREG
Pending Order details(ALL) ZALL_PENDORD
Pending Order details(ONN) ZONN_PENDORD
Pending Order details(LEGGING) ZLEG_PENDORD
Bill Register ZSD_BILLREG
ONN Business Mailing Service ZEMAIL
Packing Plan Report(ONN) ZONN_PLAN
Party Wise Sales Register ZSD_PARTYWISE
Detail of Transporter ZSD_TRANSPORTER
Material Group wise Report ZSD_MATGRP
Packages Report ZSD_SWP
Customer Wise Monthly Sales ZSD_CUST_MONTH
Sales Scheme Selection Report ZSD_SCHEME
Sales Tax Register ZSD_SALES_TAX
Stock movement report MB5B
Stock status report MB52
Stock in transit report MB5T
Carton wise stock report HUMO
Depot stock report ZDPSTOCK
Bill Register ZSD_BILLREG
ONN Business Mailing Service ZEMAIL
Packing Plan Report(ONN) ZONN_PLAN
Details of Transporter ZSD_TRANSPORTER
Material Group wise Report ZSD_MATGRP
Packages Report ZSD_SWP