Post on 11-May-2015
SAP ECC 6.00
March 2008
English
Stock Transfer with Delivery (134)
SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany
Building Block Configuration Guide
SAP Best Practices Stock Transfer with Delivery (134): Configuration Guide
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SAP Best Practices Stock Transfer with Delivery (134): Configuration Guide
Icons
Icon Meaning
Caution
Example
Note or Tip
Recommendation
Syntax
Typographic Conventions
Type Style Description
Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.
Cross-references to other documentation.
Example text Emphasized words or phrases in body text, titles of graphics and tables.
EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.
Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.
EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key.
Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.
<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.
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SAP Best Practices Stock Transfer with Delivery (134): Configuration Guide
Content
1 Purpose................................................................................................................................... 5
2 Preparation.............................................................................................................................. 5
2.1 Prerequisites..................................................................................................................5
3 Configuration........................................................................................................................... 5
3.1 Defining Document Type UD for Purchase Order..........................................................5
3.2 Defining Allowed Item Categories..................................................................................6
3.3 Linking Purchase Requisition with Document Type.......................................................6
3.4 Setting up Stock Transport Order - Plant.......................................................................8
3.5 Assigning Delivery Type/Checking Rule........................................................................9
3.6 Defining Shipping Data f. Plants - Order Types f. Stock Transport..............................10
3.7 Delivery Item Category Determination for Delivery......................................................11
3.8 Defining Default Values for Document Type................................................................12
3.9 Defining Texts for Purchase Order..............................................................................13
4 Master Data........................................................................................................................... 14
4.1 Creating Message Condition for PO Type UD.............................................................14
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SAP Best Practices Stock Transfer with Delivery (134): Configuration Guide
Stock Transfer with Delivery: Configuration Guide
1 PurposeThis 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 Preparation
2.1 PrerequisitesBefore you start installing this scenario, you must install prerequisite building blocks. For more information, see the Building Block Prerequisites Matrix for SAP Best Practices Baseline Package.
3 Configuration
3.1 Defining Document Type UD for Purchase Order
UseThe purpose of this activity is to define document type UD for purchase order.
Procedure1. Access the transaction choosing one of the following navigation options:
IMG menu Materials Management Purchasing Purchase Order Define Document Types
Transaction code SPRO
2. On the Document Types Purchase Order Change screen, copy the order type of UB Stock transport ord. to UD StockTranspOrderDel for the stock transfer with delivery.
3. Select the document type UB and choose Copy As...
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 Description User action and values Comment
Type UD
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SAP Best Practices Stock Transfer with Delivery (134): Configuration Guide
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
8. Choose Save.
3.2 Defining Allowed Item Categories
UseThe purpose of this activity is to define allowed item categories.
Procedure1. Access the transaction choosing one the following navigation options:
IMG menu Materials Management Purchasing Purchase Order Define Document Types
Transaction code SPRO
2. On the Document Types Purchase Order Change screen, select the line created for item category UD, double-click Allowed item categories and then check the following entries:
Allowed item categories for type UD
Field name Description User action and values Comment
Item category U
Text item category Stock transfer
3. Choose Back.
3.3 Linking Purchase Requisition with Document Type
UseThe purpose of this activity is to add the linkage between purchase requisitions and document type.
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SAP Best Practices Stock Transfer with Delivery (134): Configuration Guide
Procedure1. Access the transaction choosing one the following navigation options:
IMG menu Materials Management Purchasing Purchase Order Define Document Types
Transaction code SPRO
2. On the Document Types Purchase Order Change screen, select the line created for item category UD, double-click Link purchase requisition - document type, and then check the following entries:
First entry
Field name Description User action and values Comment
Document type NB
Description Purchase requisition
Item category in purchasing document (1)
No entry
Text for item category (1)
Standard
Item category in purchasing document (2)
U
Text for item category (2)
Stock transfer
Dialog indicator X
Second entry
Field name Description User action and values Comment
Document type NB
Description Purchase requisition
Item category in purchasing document (1)
U
Text for item category (1)
Stock transfer
Dialog indicator X
Item category in purchasing document (2)
U
Text for item category (2)
Stock transfer
Dialog indicator No entry
3. Choose Back.
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SAP Best Practices Stock Transfer with Delivery (134): Configuration Guide
ResultThe order type UD StockTranspOrderDel is defined.
3.4 Setting up Stock Transport Order - Plant
Use 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:
o Sales organization
o Distribution Channel (Other Sales)
o 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.
Procedure1. Access the transaction choosing one of the following navigation options:
IMG menu Materials Management Purchasing Purchase Order Set Up Stock Transport Order Define Shipping Data for Plants
Transaction code SPRO
2. On the Change View “Stock Transfer Data”: Overview screen, choose New Entries and make the following entries:
Field name Description User action and values Notes
Plant 1000
Customer no. - plant
491000 Customer's Plant located in Bangalore
Sales organization
1000
Distribution Channel (Other Sales)
10 Direct Sales
Division for intercompany
10 Product division
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SAP Best Practices Stock Transfer with Delivery (134): Configuration Guide
Field name Description User action and values Notes
billing
Language key EN English
Field name Description User action and values Notes
Plant 1100
Customer no. - plant
491100 Customer of the account group YBAC ‘ship-to party (stock transport)’
Sales organization
1000
Distribution Channel (Other Sales)
10 Direct Sales
Division for intercompany billing
10 Product division
Language key EN English
3. Choose Back.
3.5 Assigning Delivery Type/Checking Rule
Use 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.
Procedure1. Access the transaction choosing one of the following navigation options:
IMG menu Materials Management Purchasing Purchase Order Set Up Stock Transport Order Assign Delivery Type and Checking Rule
Transaction code SPRO
2. On the Deliveries: Change View “Stock Transfer Data”: Overview screen, choose New Entries and then make the following entries:
Field name Description User action and values Notes
Purchasing document type
UD Stock transp.ord./SD
Supplying plant in case of stock transport order
1000 Production Plant Plant_1 (1000)
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SAP Best Practices Stock Transfer with Delivery (134): Configuration Guide
Field name Description User action and values Notes
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
Field name Description User action and values Notes
Purchasing document type
UD Stock transp.ord./SD
Supplying plant in case of stock transport order
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
3. Save your entries.
4. Choose Back.
ResultCreating a PO with purchase order type UD and supplying plant Plant_1 or Plant_2 creates a delivery with delivery type NL.
3.6 Defining Shipping Data f. Plants - Order Types f. Stock Transport
UseThe 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
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SAP Best Practices Stock Transfer with Delivery (134): Configuration Guide
1. Access the transaction choosing one of the following navigation options:
IMG menu Materials Management Purchasing Purchase Order Set Up Stock Transport Order Assign Document Type, One-Step Procedure, Underdelivery Tolerance
Transaction code SPRO
2. On the Change View “Order Types for Stock Transport Order”: Overview screen, choose New Entries and then make the following entries:
Field name Description User action and values Notes
Supplying plant in case of stock transport order
1000
Plant 1100
Purchasing Document Type
UD Stock transport or with delivery
Field name Description User action and values Notes
Supplying plant in case of stock transport order
Plant_2 (1100)
Plant Plant_1 (1000)
Purchasing Document Type
UD Stock transport or with delivery
3. Save your entries.
4. Choose Back.
ResultOrder types are assigned to supplying plant and receiving plant.
3.7 Delivery Item Category Determination for Delivery
UseThe purpose of this activity is to determine delivery item category for delivery type NL.
Procedure1. Access the transaction choosing one of the following navigation options:
IMG menu Logistics Execution Shipping Deliveries Define Item Category Determination in Deliveries
Transaction code 0184
2. On the Delivery item category determination Overview screen, choose New Entries and make the following entries:
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SAP Best Practices Stock Transfer with Delivery (134): Configuration Guide
Field name Description Value
DlvT Delivery type NL
ItCG Item category group from material master NORM
Usg Item usage CHSP
ItmC Default item category for delivery NLN
Field name Description Value
DlvT Delivery type LF
ItCG Item category group from material master NORM
Usg Item usage PACK
ItmC Default item category for delivery KLN
3. Save your entries.
4. Choose Back.
ResultThe delivery item category for delivery type NL and LF has been determined.
3.8 Defining Default Values for Document Type
UseThe purpose of this activity is to define the default values for the document type in certain transactions.
Procedure1. Access the transaction choosing one of the following navigation options:
IMG menu Materials Management Purchasing Define Default Values for Document Type
Transaction code SPRO
2. On the Change View “Default Purchasing Document Type in Transactions”: Overview screen, enter the following information:
Field name Description User action and values Notes
T-Code Transaction code ME27
Purchasing Document Type
UD Stock transport or with delivery
3. Save your entries.
4. Choose Back.
Result
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SAP Best Practices Stock Transfer with Delivery (134): Configuration Guide
Order types are assigned as default to specific transactions.
3.9 Defining Texts for Purchase Order
UseThe purpose of this activity is to define the texts for purchase order messages.
Procedure1. Access the transaction choosing one of the following navigation options:
IMG menu Materials Management Purchasing Messages Texts for Messages Define Texts for Purchase Order
Transaction code SPRO
2. On the Change View "Texts for Document Header": Overview screen, double-click Texts For Document Header in screen Dialog Structure.
3. On the Change View “Texts For Document Header”: Overview screen, choose New Entries to make the following entries:
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. Double-click Texts for Document Item in screen Dialog Structure.
5. On the Change View “Texts For Document Item”: Overview screen, choose New Entries to make the following entries:
Print Operation
Purchasing Doc. Type
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. Double-click Texts for Document Supplement in screen Dialog Structure.
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SAP Best Practices Stock Transfer with Delivery (134): Configuration Guide
7. On the Change View “Texts for Document Supplement”: Overview screen, choose New Entries to make the following entries:
Print Operation
Purchasing Doc. Type
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. Double-click Headings in screen Dialog Structure.
9. On the Change View “Headings”: Overview screen, choose New Entries to make the following entries::
Print Operation
Purchasing Doc. Type
Title Document Type
Heading for Doc. No.
1 UD Stock transport order TEXT PO number/date
2 UD Change to Stock transport order
PO number/date
3 UD Expediter relating to Stock transport order
PO number/date
7 UD Expediter re acknowledgment of
Stock transport order
PO number/date
10. Save your entries.
11. Choose Back.
ResultTexts for purchase order messages are defined.
4 Master Data
4.1 Creating Message Condition for PO Type UD
UseThe purpose of this activity is to create the message condition for the purchase order type UD.
Procedure1. Access the activity using one of the following navigation options:
SAP ECC menu Logistics Materials Management Purchasing Master Data
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Messages Purchase Order Create
Transaction code MN04
2. On the Create Output - Conditions Records: Purchase Order screen, enter NEU in the field of Output Type.
3. Choose Key Combination. In the pop up mark the option Purchasing Output Determination: Document Type and choose Enter.
4. On the Create Condition Records (Purchase Order): Fast Entry screen, make the following entries:
Field name User action and values
Document Type UD
Vendor No Entry
Function DP
Medium 1
Date/Time 4
5. Choose Communication and enter the values shown below:
Field name User action and values
Output device Enter your output device, e.g. LP01 (or LOCL or other printer)
Number of messages 1
Print immediately X
6. Save your settings.
ResultThe message condition is created for purchase order type UD.
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