Intra-Company Stock Transfer Process

Intra-Company Stock Transfer Process

1>   Create Purchasing Organization

[Menupath: IMG > Enterprise Structure > Definition > Material Management > Maintain Purchasing Organization]

(Note: It is not essential to create a Purchasing Organization, we can also take an existing one as well)

2>   Assign Purchasing Organization to Company Code (T.code: OX01)

[Menupath: IMG > Enterprise Structure > Definition > Material Management > Assign Purchasing Organization to Company Code]

3>   Assign Purchasing Organization to Plant (T.code: OX17)

[Menupath: IMG > Enterprise Structure > Assignment > Material Management > Assign Purchasing Organization to Plant]

4>   Create Purchasing Group (T.code: OME4)

[Menupath: IMG > Material Management > Purchasing > Create Purchasing Group]

5>   Create Material (T.code: MM01) with Sales Organization, Distribution Channel, Division, & Delivering Plant. Give Purchasing Group in MRP 1.

6>   Extend Material (T.code: MM01) with Sales Organization, Distribution Channel, Division & Receiving Plant.

Plant-1 (Vendor) ---------à Plant-2 (Customer)      

         

7>   One plant is Customer. Create Customer Master record for this plant     (T.code: XD01). And another plant is vendor.

8> Define shipping data for plant

[Menupath: IMG > Material Management > Purchasing > Purchase Order > Set up stock transport order > Define shipping data for plant].

(Note: Here we will give Customer Number which we have created in the earlier step).

9>  Assign Delivery Type and Checking Rule.

[Menupath: IMG > Material Management > Purchasing > Purchase Order > Set up stock transport order > Assign Delivery Types & Checking Rule]

{Note: Here for Standard PO Type (UB) + Supplying Plant  -à Delivery Type (NL) + Checking Rule}

10>     Assign Document Type, One Step Procedure, Under Delivery Tolerance.

[Menupath: IMG > Material Management > Purchasing > Purchase Order > Set up stock transport order > Assign document type]

(Note: Supplying Plant + Receiving Plant + Purchasing Document Type + One Step Procedure )

11>       Create stock in Delivering Plant (T.code: MB1C), if stock is not there in             Delivering Plant.

12>        Create Stock Transport Order (T.code: ME21N).

13>       Create Delivery (T.code: VL10D)

(Note: Remove Date >  Enter the PO Number in Purchase Order  > Execute > Select the line item check box  >  Click “Background” button > (then two line items will come) Click “Lorry” button > Click “Telephone” button > Then Delivery Number will get generated).

14>       With reference to that Delivery Number, do Picking, PGI. (T.code: VL02N)

15>       If stock is in transit use T.code: MB5T to view the stock in transit.

16>      Do goods receipt in the Receiving Plant (T.code: MIGO)

(Note: With reference to PO number, Movement Type: 101, enter receiving plant, check the item as “OK”, click “post”.With this the Stock Transfer process will be completed and the stock will get transferred from the Supplying Plant to the Receiving Plant).

Difference Between Inter-Company Sales & Third-Party Sales Process

1>   In Third-Party Sales Process, as soon as the Sales Order is saved a Purchase Requisition number is generated on the basis of which a Purchase Order is created. Whereas in Inter-Company, there is no Purchase Requisition, and the material has to be maintained in both the plants, i.e. both Ordering and Supplying plants.

2>   Inter-Company customer is not created for Third-Party sales.

3>   Delivering Plant is not assigned to Ordering Sales Organization and Distribution Channel in Third-Party sales process.

Saturday, August 6, 2011

Availibility Check Against ATP

There are three types of availability checks –

• Check on basis of ATP quantities.
• Check against product allocation.
• Check against planning.

AVAILIBILITY CHECK  & TOR IN SIMPLE TERMS (Against ATP):

When a material is entered into the Sales Order, then the system first checks in the Material Master, whether Strategy Group (in MRP3 tab) has been maintained or not. The Strategy Group remains assigned to Requirement Type, and Requirement Type remains assigned to Requirement Class. Requirement Class decides whether Availability Check and Transfer Of Requirement (TOR) to be carried out or not. The Schedule Line Category re-confirms the same, i.e Availibility Check and TOR to be carried out or not.  If incase Strategy Group is not maintained in the Material Master, then the Requirement Type is decided from MRP Type + Item Category combination. The Requirement Class decides what type of TOR to be carried out. And if Availibility Check is to be carried out then the system checks the Checking Group (in MRP3 Tab of Material Master). The Checking Group is linked to Checking Rule. The Checking Rule takes into consideration the Current Stock + Planned Inward Movement + Planned Outward Movement of stock and determines the availability of stock.

The Flow is as follows:

Sales Order -à Material is Entered in Sales Order --à System Checks the Strategy Group from the  Material Master (MRP3 tab) --à Strategy Group assigned to Requirement Type --à Requirement Type assigned to Requirement Class --à Requirement Class Decides what kind of TOR to be carried out and also decides Availibility Check to be carried out or not ---à Schedule Line Category re-confirms it --à If Availibility Check is to be carried out, then system checks the Checking Group (MRP3 tab) in Material Master --à Checking Group is assigned to Checking Rule --à Checking Rule calculates Stock Availibility based on Current Stock + Planned Inward Movement + Planned Outward Movement.