1/18/2016 User Manual

Stock Transfer Process

Contents
1. Business Process:...........................................................................................................................2
1.1 Current practice:..........................................................................................................................2
1.2 To Be Process:........................................................................................................................3
1.3 Process Flow................................................................................................................................4
2. SAP Steps.......................................................................................................................................4
2.1 Steps Overview............................................................................................................................4
2.3 Steps with screen shots...............................................................................................................5
1. Create stock transfer order.....................................................................................................5
2. Execute pending order report and create delivery document.............................................10
3. Create packing proposal & Print them.................................................................................12
4. Change delivery document based on final packing and print packing slip...........................20
5. Goods Issue & Create Invoice...............................................................................................20
6. Goods receipt at depot........................................................................................................24
7. Reports........................................................................................................................................25
 USER MANUAL – 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 incharge 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. VF01. 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
details.Enter the material required and amount.Confirm the details in the shipping
tab.
2) Create delivery (VL10I) for intra-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).
4) After packing, make necessary changes in VL02N. This process would be followed
by goods issue. Packing can also be done using an alternative t-code VL02N.
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.

LUX EBELL J.M Bijay Nagp

al

Document ZUB ZUB ZUB ZUB ZUB

Type

Billing F8 F8 F8 F8 F8
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 ZUB Stock Transport Order

Supplying plant <plant code> Plant Code for sending plant

Purchase organization 9000 Common

Purchasing Group Z99 STO P Grp

Company Code LUXH Lux 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 ZUB 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 9000 Common

Purchasing Group Z99 STO P Grp

Company Code LUXH Lux 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

Text <Text> Enter

Requitioner <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

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
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

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

Report T code

Pending Order report VL10I

Packing Pending report VL10P

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