SAP Best PracticesInternal Procurement (Stock Transfer w/ Delivery) (J51): Configuration Guide

Contents
Internal Procurement (Stock Transfer w/ Delivery): Configuration Guide.......................................................................................1 Internal Procurement (Stock Transfer w/o Delivery): Configuration Guide.....................................................................................9

Internal Procurement (Stock Transfer w/ Delivery): Configuration Guide

1 Purpose

This configuration guide provides the information that you need to manually set up configuration of internal procurement with delivery.

2
.2.1 Use

Configuration
Creating Customer for Stock Transport

The purpose of this activity is to create a customer for stock transport.

Procedure
1. Access the activity using the following navigation options: IMG Menu Transaction Code Field name Account group Customer Sales organization Distribution channel Division Field name Name Search Term City Country Time Zone Description Logistics Logistics Execution Master Data Partner Customer Create VD01

2. On the Create Customer: Initial screen, make the following entries: Description User action and values VERB Affiliated Companies BP0002 BP01 03 01 User action and values Verteilzentrum INTERCOMPANY PUNE IN INDIA Notes Notes

3. On the Create Customer: General Data screen, maintain the following data:

4. Choose the Sales Area Data pushbutton and maintain the following data on the Create Customer: Sales Area Data screen on the Sales tab page: Field name Cust.pric.proc Field name Shipping Conditions Description Description User action and values 1 User action and values 01 Notes Notes

5. Choose the Shipping tab page and maintain the following data:

6. Choose the Billing document tab page and maintain the following data: SAP AG Page 1 of 9

SAP Best PracticesInternal Procurement (Stock Transfer w/ Delivery) (J51): Configuration Guide Field name Tax classification 7. Save your settings. Description Tax classification for Tax category MWST User action and values 0 Notes

Result
Customer BP0002 for stock transport has been created.

.2.2 Use

Defining Document Type UD for Purchase Order

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

Procedure
1. Access the activity using the following navigation options: IMG Menu Transaction Code Materials Management Purchasing Purchase Order Define Document Types SPRO

2. Copy the order type UB Stock transport ord. to UD StockTranspOrderDel for the stock transfer with delivery. 3. Select 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 Type Doc. type description Item number interval Number range in the case of internal number assignment Number range in the case of external number assignment Update group for statistics update Field selection key Control indicator for purchasing document type Description User action and values UD StockTranspOrderDel 10 45 41 SAP UBF T Notes

8. Select the line created for item category UD, double-click on Allowed item categories, and check the entries: Allowed item categories for type UD Field name Item category Text item category Link purchase requisition document type First entry SAP AG Page 2 of 9 Description User action and values U Stock transfer Notes

9. Select the line created for type UD, double-click on Link purchase requisition - document typ, and check the entries:

SAP Best PracticesInternal Procurement (Stock Transfer w/ Delivery) (J51): Configuration Guide Field name Document type Description Item category in purchasing document (1) Text for item category (1) Item category in purchasing document (2) Text for item category (2) Dialog indicator Second entry Field name Document type Description Item category in purchasing document (1) Text for item category (1) Dialog indicator Item category in purchasing document (2) Text for item category (2) Dialog indicator Description User action and values NB Purchase requisition U Stock transfer X U Stock transfer No entry Notes Description User action and values NB Purchase requisition No entry Standard U Stock transfer X Notes

Result
The order type UD StockTranspOrderDel is defined.

.2.3 Use

Setting up Stock Transport Order - Plant

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 o o Sales organization Distribution channel 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
1. Access the activity using the following navigation options: IMG Menu Transaction Code Materials Management Purchasing Purchase Order Set Up Stock Transport Order SPRO

2. Process the following objects: SAP AG Page 3 of 9

SAP Best PracticesInternal Procurement (Stock Transfer w/ Delivery) (J51): Configuration Guide a. Plant b. Assign delivery/checking c. a. Plant Field name Plant Customer no. plant Sales organization Distribution channel Division for intercompany billing Language key b. Assign delivery type/checking Field name Purchasing document type Description of purchasing document type Supplying plant in case of stock transport order Name Delivery type Description Checking rule for the availability check Description of checking rule c. Purchasing document type / Order types for stock transport order Field name Supplying plant in case of stock transport order Plant Purchasing Document Type Description User action and values BP01 BP02 UD Stock transport or with delivery Notes Description User action and values UD Stock transp.ord./SD BP01 Production Plant BP01 NL Replenishment Dlv. RP Replenishment Stock transport order with delivery Notes Description User action and values BP02 BP0002 BP01 03 01 Intercompany Product division 01 Customer of the account group ship-to party Notes Purchasing document type

EN

English

.2.4 Use

Assigning Delivery Type/Checking Rule

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
1. Access the activity using the following navigation options: IMG Menu Materials Management Purchasing Purchase Order Set Up Stock Transport Order Assign Delivery Type and Checking Rule Page 4 of 9

SAP AG

SAP Best PracticesInternal Procurement (Stock Transfer w/ Delivery) (J51): Configuration Guide Transaction Code Field name Type SPlt DlvTy ChR SPRO

2. On the Deliveries: Change View Stock Transfer Data: Overview screen, make the following entries: Description Purchasing Document Type Supplying Plant Delivery Type Checking Rule User action and values UD BP01 NL RP Notes

3. Save your entries. Result

Creating a PO with purchase order type UD and supplying plant BP01 creates a delivery with delivery type ND.

.2.5 Use

Assigning Purchasing Document Type

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
1. Access the activity using the following navigation options: IMG Menu Transaction Code Materials Management Purchasing Purchase Order Set Up Stock Transport Order Assign Document Type, One-Step Procedure, Underdelivery Tolerance SPRO

2. On the Change View Order Types for Stock Transport Order: Overview screen, make the following entries: Field name SPlt Plnt Type Description Supplying Plant Plant User action and values BP01 BP02 UD Notes

3. Save your entries. Result

Order types are assigned to supplying plant and receiving plant.

.2.6 Use

Determining Delivery Item Category for Delivery Type NL

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

Procedure
1. Access the activity using the following navigation options: IMG Menu Transaction Code Logistics Execution Shipping Deliveries Define Item Category Determination in Deliveries 0184

2. In the Delivery item category determination screen, make the following entries: SAP AG Page 5 of 9

SAP Best PracticesInternal Procurement (Stock Transfer w/ Delivery) (J51): Configuration Guide Field name DlvT ItCG Usg ItmC Description Delivery type Item category group from material master Item usage Default item category for delivery Value NL NORM CHSP NLN Notes

3. Save your entries. Result

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

.2.7 Use

Assigning Vendor Account Group to Number Range

The purpose of this activity is to define the interval and number range, and to perform the assignment to the vendor group.

Procedure
1. Access the activity using the following navigation options: IMG Menu Transaction Code Logistics General Business Partner Vendor Control Define Number Ranges for Vendor Master Record OMSJ

2. Define a new interval and number range if required (for the account group VERB). Set the flag for External Number Range. 3. Assign the number range to the vendor account group VERB. 4. Save your entries.

Result
The number ranges per account group have been defined and assigned.

.2.8 Use

Changing Field Selection for Vendors

The purpose of this activity is to change the field selection for the vendors.

Procedure
1. Access the activity using the following navigation option: Transaction Code OMSG 2. Select the line with account group VERB and choose Details (F2). 3. Under Field Status, double-click on Company Code Data. 4. Under Select Group, double-click on Account management. 5. Select Opt. Entry for all entries. 6. Save the changes.

Result
The field for Trading Partner is changed to optional entry for vendor account group VERB, Affiliated Companies BPAcc.

SAP AG

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SAP Best PracticesInternal Procurement (Stock Transfer w/ Delivery) (J51): Configuration Guide

.2.9 Use

Defining Internal Customer Number by Sales Organization

The purpose of this activity is to assign an internal customer number for intercompany billing to your sales organization.

Prerequisites
The internal customers BP0001 and BP000X must be created within building block J04.

Procedure
1. Access the activity using the following navigation options: IMG Menu Transaction Code Sales and Distribution Billing Intercompany Billing Define Internal Customer Number By Sales Organization SPRO

2. On the Change View View for Inter-Company Billing: Overview screen, make the following entries: Field name CustInterC CustInterC 3. Save your settings. Description Customer number for intercompany billing Customer number for intercompany billing User action and values BP0001 BP000X Notes This has to be maintained for sales organization BP01 This has to be maintained for sales organization BP0X

Result
The internal customer numbers for intercompany billing are assigned to the sales organizations.

3
.3.1 Use

Master Data
Creating Message Condition for PO Type UD

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 Menu Transaction Code Logistics Materials Management Purchasing Master Data Messages Purchase Order Create MN04

2. Enter the data required on the Create Output Condition Records: Purchase Order screen.. 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:

4. Choose Communication and enter the values shown below: SAP AG Page 7 of 9

SAP Best PracticesInternal Procurement (Stock Transfer w/ Delivery) (J51): Configuration Guide

5. Save your settings.

Result
The message condition is created for purchase order type UD.

SAP AG

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SAP Best PracticesInternal Procurement (Stock Transfer w/ Delivery) (J51): Configuration Guide

Internal Procurement (Stock Transfer w/o Delivery): Configuration Guide

4
.4.1 Use
The purpose of this activity is to specify which document type is to be used for a certain combination of supplying (issuing) plant and receiving plant.

Configuration
Setting up Stock Transport Order: Purchasing Document Type

Procedure
1. Access the activity using the following navigation options: IMG Menu Materials Management Purchasing Purchase Order Set Up Stock Transport Order Assign Document Type, OneStep Procedure, Underdelivery Tolerance SPRO

Transaction Code

2. On the Change View Order Types for Stock Transport Order: Overview screen, choose New Entries. Field name SPlt Plnt Type 3. Save your settings. Description Supplying Plant Plant Purchasing Document Type User action and values BP03 BP01 UB Notes

Result
The document type UB for supplying BP03 plant and receiving plant BP01 is specified.

5
.5.1 Use

Master Data
Creating Message Condition for Purchase Order Type UB

The purpose of this activity is to set up a message condition for purchase order type UB. Procedure
6. Access the activity using one of the following navigation options: SAP ECC Menu Transaction Code Logistics Materials Management Purchasing Master Data Messages Purchase Order Create MN04

7. Enter the data required in the Create Output Condition Records ( Purchase Order): Fast Entry screen. Refer to the following shortcut for details of the master data required: 8. Save your entries.

Result
The message condition for purchase order type UB is maintained in the system.

SAP AG

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