sap stock transfer with delivery configuration

BB Configuration Guide

EHP7 for SAP ERP 6.0

September 2013

EnglishEnglish

Stock Transfer with Delivery (134)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Building Block Configuration Guide

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Contents

51Purpose

52Preparation

5Prerequisites

53Configuration

53.1Defining Document Type UD for Purchase Order

63.2Defining Allowed Item Categories

63.3Linking Purchase Requisition - Document Type

73.4Setting up Stock Transport Order - Plant

83.5Assigning Delivery Type/Checking Rule

93.6Def. Shipping Data f. Plants - Order Types f. Stock Transport

103.7Delivery Item Category Determination for Delivery

113.8Defining Default Values for Document Type

113.9Defining Texts for Purchase Order

134Master Data

134.1Creating Message Condition for PO Type UD

Stock Transfer with Delivery

1 Purpose

This configuration guide provides the information you need to set up the configuration of this building block manually.

If you do not want to configure manually and prefer an automated installation process using BC Sets and other tools, refer to the installation guide of this building block.

2 PreparationPrerequisites

Before you start installing this building block, you must install prerequisite building blocks. For more information, see the Building Block Prerequisite Matrix (Prerequisites_Matrix_[xx]_[yy]_ [zz].xls; the placeholder [xx] depends on the SAP Best Practices version you use, for example, BL refers to the SAP Best Practices Baseline Package, [yy] depends on the language version, for example, EN for English language, and [zz] depends on the country version, for example, IN for India: Prerequisites_Matrix_BL_EN_IN.xls). This document can be found on the SAP Best Practices documentation DVD in the folder ..\[xx]_[zz]\Documentation\; ([xx] depends on the SAP Best Practices version and [zz] depends on the country version).

3 Configuration3.1 Defining Document Type UD for Purchase OrderUse

The purpose of this activity is to define document type UD for purchase order.

Procedure

1. Access the activity using the following navigation options:

Transaction code

SPRO

IMG menu

Materials Management ( Purchasing ( Purchase Order ( Define Document Types

2. Copy the order type UB Stock transport ord. to UD StockTranspOrderDel for the stock transfer with delivery.

3. Choose the document type UB and copy (F6).

4. Enter the new type UD and the document type description StockTranspOrderDel.

5. Choose Enter.

6. Confirm the question about objects to be copied with copy all.

7. The three dependent entries should be copied with the following entries:

Field name

User action and values

Type

UD

Doc. type description

StockTranspOrderDel

Item number interval

10

Number range in the case of internal number assignment

45

Number range in the case of external number assignment

41

Update group for statistics update

SAP

Field selection key

UBF

Control indicator for purchasing document type

T

3.2 Defining Allowed Item CategoriesProcedure


Transaction code

SPRO

IMG menu


2. Choose the line created for item category UD, double-click Allowed item categories and check the entries:

Allowed item categories for type UD

Field name


Item category

U

Text item category

Stock transfer

3. Choose Back (F3).

3.3 Linking Purchase Requisition - Document TypeProcedure


Transaction code

SPRO

IMG menu


2. Choose the line created for item category UD, double-click Allowed item categories, and check the entries:

First entry

Field name


Document type

NB

Description

Purchase requisition

Item category in purchasing document (1)

No entry

Text for item category (1)

Standard


U


Stock transfer

Dialog indicator

X

Second entry

Field name


Document type

NB

Description

Purchase requisition


U


Stock transfer


U


Stock transfer

Dialog indicator

No entry

Result

The order type UD StockTranspOrderDel is defined.

3.4 Setting up Stock Transport Order - PlantUse

The purpose of this activity is to maintain the customer number for the receiving plant. This customer number is used in SD shipping to identify the goods recipient (ship-to party) if it has been specified in Customizing that a stock transfer is to be effected with an SD delivery.You make the following settings for the supplying plant:

Sales organization

Distribution Channel (Other Sales)

Division

The system uses this data to determine the shipping data for the material to be transferred (for example, the shipping point).

Under Assign delivery type/checking rule you specify whether an SD delivery is to be created in the case of a PO with a certain supplying plant in connection with a certain document type and, if so, with which delivery type. The delivery type in Sales (SD) determines how a delivery is processed. In the standard system, the delivery type NL is used for inter-plant stock transfers without billing documents.

You specify which document type is to be used for a certain combination of supplying (issuing) plant and receiving plant.

Procedure


Transaction code

SPRO

IMG menu

Materials Management ( Purchasing ( Purchase Order ( Set Up Stock Transport Order ( Define Shipping Data for Plants

2. On the Change View Stock Transfer Data: Overview screen, enter the following information:

Field name


Comment

Plant

1000

Customer no. - plant

Customer Company 01

Customer of the account group YBAC ship-to party (stock transport)

Sales organization

Sales_organization_1 (1000)


Distribution_Channel_1(10)

Intercompany / Other sales

Division for intercompany billing

Division_1 (10)

Product division

Language key

Blank

Field name


Comment

Plant

Plant_2 (1100)

Customer no. - plant

NATIONAL_PROD_PLANT_CUSTOMER2 (1100)

Customer of the account group YBAC ship-to party (stock transport)

Sales organization

Sales_organization_1 (1000)


Distribution_Channel_1(10)

Intercompany / Other Sales

Division for intercompany billing

Division_1 (10)

Product division

Language key

Blank

3.5 Assigning Delivery Type/Checking RuleUse

The purpose of this activity is to specify whether an SD delivery is to be created in the case of a PO with a certain combination of supplying plant and document type.

Procedure


Transaction code

SPRO

IMG menu

Materials Management ( Purchasing ( Purchase Order ( Set Up Stock Transport Order ( Assign Delivery Type and Checking Rule

2. On the Deliveries: Change View Stock Transfer Data: Overview screen, enter the following information:

Field name


Comment

Purchasing document type

UD

Stock transp.ord./SD

Supplying plant in case of stock transport order

Plant_1 (1000)

Production Plant Plant_1 (1000)

Delivery type

NL

Replenishment Dlv.

Checking rule for the availability check

RP

Replenishment

Delivery type 1

NL

Delivery type within Company

Delivery type 2

NLCC

Delivery type Cross Company

3. On the Deliveries: Change View Stock Transfer Data: Overview screen, enter the following information:

Field name


Comment

Purchasing document type

UD

Stock transp.ord./SD


Plant_2 (1100)

Distribution Plant Plant_2 (1100)

Delivery type

NL

Replenishment Dlv.

Checking rule for the availability check

RP

Replenishment

Delivery type 1

NL

Delivery type within Company

Delivery type 2

NLCC

Delivery type Cross Company

4. Save your entries.

Result

Creating a PO with purchase order type UD and supplying plant Plant_1 or Plant_2 creates a delivery with delivery type NL.

3.6 Def. Shipping Data f. Plants - Order Types f. Stock TransportUse

The purpose of this activity is to define which document type is to be used for a certain combination of supplying plant and receiving plant.

Procedure


Transaction code

SPRO

IMG menu

Materials Management ( Purchasing ( Purchase Order ( Set Up Stock Transport Order ( Assign Document Type, One-Step Procedure, Underdelivery Tolerance

2. On the Change View Order Types for Stock Transport Order: Overview screen, enter the following information:

Field name


Comment


Plant_1 (1000)

Plant

Plant_2 (1100)

Purchasing Document Type

UD

Stock transport or with delivery

3. On the Change View Order Types for Stock Transport Order: Overview screen, enter the following information:

Field name


Comment


Plant_2 (1100)

Plant

Plant_1 (1000)


UD



Result

Order types are assigned to supplying plant and receiving plant.

3.7 Delivery Item Category Determination for DeliveryUse

The purpose of this activity is to determine delivery item category for delivery type NL.

Procedure


Transaction code

0184

IMG menu

Logistics Execution ( Shipping ( Deliveries ( Define Item Category Determination in Deliveries

2. In the Delivery item category determination screen, enter the following information:

Field name

Description

User Action and Value

DlvT

Delivery type

NL

ItCG

Item category group from material master

NORM

Usg

Item usage

CHSP

ItmC

Item category of the higher-level item

NLN

ItmC

Default item category for delivery

NLN

Field name

Description

User Action and Value

DlvT

Delivery type

LF

ItCG

Item category group from material master

NORM

Usg

Item usage

PACK

ItmC

Item category of the higher-level item

KLN


Result

The delivery item category for delivery type NL and LF has been determined.

3.8 Defining Default Values for Document TypeUse

The purpose of this activity is to define the default values for the document type in certain transactions.

Procedure


Transaction code

SPRO

IMG menu

Materials Management ( Purchasing ( Define Default Values for Document Type

2. On the Change View Default Purchasing Document Type in Transactions: Overview screen, enter the following information:

Field name


Comment

TCode (Transaction code)

ME27


UD



Result

Order types are assigned as default to specific transactions.

3.9 Defining Texts for Purchase OrderUse

The purpose of this activity is to define the texts for purchase order messages.

Procedure


Transaction code

SPRO

IMG menu

Materials Management ( Purchasing ( Messages ( Texts for Messages ( Define Texts for Purchase Order

2. Choose (double-click) in screen Dialog Structure the entry Texts For Document Header.

3. On the Change View Texts For Document Header: Overview screen, enter the following information:

Print Operation

Purchasing Doc. Type

Text Object

Text ID

Print Sequence

Text Name

Print Title

1

UD

EKKO

F01

1

2

UD

EKKO

F01

1

3

UD

TEXT

ST

1

ME_PO_REMINDER

7

UD

TEXT

ST

2

ME_PO_ACKN_REM

4. Choose (double-click) in screen Dialog Structure the entry Texts for Document Item.

5. On the Change View Texts For Document Item: Overview screen, enter the following information:

Print Operation


Item Category

Text Object

Text ID

Text Name

Print Sequence

Print Priority

Print Title

1

UD

U

EKPO

F01

2

1

UD

U

EKPO

F03

1

1

1

UD

U

EKPO

F04

3

1

UD

U

MATERIAL

BEST

1

2

2

UD

U

EKPO

F01

2

2

UD

U

EKPO

F03

1

1

2

UD

U

EKPO

F04

3

2

UD

U

MATERIAL

BEST

1

2

6. Choose (double-click) in screen Dialog Structure the entry Texts for Document Supplement.

7. On the Change View Texts for Document Supplement: Overview screen, enter the following information:

Print Operation


Text Object

Text ID

Print Sequence

Text Name

Print Title

1

UD

EKKO

F04

1

1

UD

EKKO

F05

2

1

UD

EKKO

F13

3

1

UD

EKKO

F14

4

2

UD

EKKO

F04

1

2

UD

EKKO

F05

2

2

UD

EKKO

F13

3

2

UD

EKKO

F14

4

8. Choose (double-click) in screen Dialog Structure the entry Headings.

9. On the Change View Headings: Overview screen, enter the following information:

Print Operation


Title

Document Type

Heading for Doc. No.

1

UD

Stock transport order

PO number/date

2

UD

Change to


PO number/date

3

UD

Expediter relating to


PO number/date

7

UD

Expediter re acknowledgment of


PO number/date


Result

Texts for purchase order messages are defined.

4 Master Data4.1 Creating Message Condition for PO Type UDUse

The purpose of this activity is to create the message condition for the purchase order type UD.

Procedure

1. Access the activity using one of the following navigation options:

SAP ECC menu

Logistics ( Materials Management ( Purchasing ( Master Data ( Messages ( Purchase Order ( Create

Transaction code

MN04

2. Enter the data required on the Create Output Condition Records: Purchase Order screen. Enter the Output Type NEU. Choose Key Combination. In the pop up mark the option Purchasing Output Determination: Document Type and choose Enter.

3. Enter the data required on the Create Condition Records (Purchase Order): Fast Entry screen. Refer to the following shortcuts for details of the master data required:

Field name


Document Type

UD

Partner

No Entry

Function

DP

Medium

1

Date/Time

4

4. Choose Communication and enter the values shown below:

Field name


Output device

Number of messages

1

Print immediately

X

5. Save your settings.

Result

The message condition is created for purchase order type UD.

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sap stock transfer with delivery configuration

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