LO530 Warehouse Management

LO530

Release 46D 01.07.2001

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Posting Changes

Contents:
Stock Transfer: Logical vs
Physical
Bin to Bin Movements
Change in Stock Category
Material to Material/Batch to
Batch Transfer
Initiate Post Change from WM

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Posting Changes: Course Overview Diagram

Course Overview

Goods Issue

Logistics Execution
Overview

Posting Changes

Warehouse Management
Structure

Production Integration

Master Data

Delivery Processing

10

Integration with
Inventory Management

Replenishment

11

Goods Receipt

Physical Inventory

12

Conclusion

13

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Posting Changes: Business Scenario

In day-to-day warehouse activity, it is often necessary

for warehouse workers to move inventory from one

bin to another, whether combining inventory,
rearranging shelves or correcting errors. For this
activity, we need to be able to move quants from one
bin location to another.
There are also processes in IM which create posting

change notices in the warehouse. These scenarios

include release from Quality Inspection or Blocked
Stock, material identification changes and corrections
to batch-managed materials. Warehouse workers
need to be able to process these activities, using
posting change notices.

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Posting Changes: Objectives

At the conclusion of this unit, you will be able to:

Recognize when an inventory movement will

create a posting change notice in WM

Process bin to bin movements within the

warehouse
Demonstrate how to process a posting change

notice in WM in the foreground

Demonstrate how to configure the

system so that posting change

notices can be initiated in WM

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Stock Transfer / Transfer Posting

Stock Transfer

Distribution Center

Materials Warehouse
Physical movement

Unrestricted Use

Transfer Posting
In quality inspection

Logical movement

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Although postings are made in both cases, simple transfer postings differ from stock transfers in
that transfer postings do not usually also involve a physical material movement; instead, simply the
stock type, batch number, or material number is changed.

Further examples of transfer postings are postings recording release from quality inspection or the
transfer from blocked material into unrestricted stock, a change in the stock category of the material

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Bin to Bin Transfer

Trans. order
without
reference

Transfer order

Confirm
TO

Material available

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To transfer stock from one storage bin to another storage bin within the same warehouse, you
manually create and confirm a transfer order for the material to be moved. A transfer requirement is
not needed.

Since the total quantity of stock in the warehouse remains the same, stock movements that take place
within the same warehouse number do not require the use of the Inventory Management system.

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Create TO from Stock List

Clear Bins / Bin areas

Group together
Supply to Pick Areas

Transfer when capacity reached

Transfer for change in classes in storage type

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The new reportStock Transfer allows the creation of Transfer Orders from a list of bin stock.

The following tasks can be performed from this report:

Clear bins or bin (for example, because of maintenance work or for other reasons).
Group together stocks that are dispersed throughout the warehouse (consolidation).
Supply stocks to a picking area.
Transfer stock as soon as a specified capacity has been reached.
Transfer stock when there has been a change in the storage classes in a storage type.

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Material to Material / Change in Batch

1994

Sharp Cheese

Mild Cheese

Batch

Batch

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A stock transfer from material to material requires that both materials are managed in the same base
units of measure.

A stock transfer from material to material can be necessary if a material changes over the course of
time. It no longer matches the data defined in the material master, but rather fits the criteria of
another material master number. This typically occurs in the chemical and pharmaceutical
industries.

Use the same transaction to change the batch identification of a material. Enter the same material
number, but change the batch information.

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Posting Change: Material Number

Transfer posting in Inventory Management

Material A to Material B (100 pcs)
Posting change
area

Quant A 100 Quant B 100 +

Example:
Material A
to
Material B

Storage type 001

Posting change
notice
Item 1 A 100 Item 2 B 100 +
Posting change transfer order
Item 1

Mat.

Src
Dest

001
922

001 01-01-01
001 PC area

Item 2

Mat.

Src
Dest

922
001

001 PC area
001 01-01-01

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A posting change or stock transfer is first posted in the Inventory Management system as a transfer
posting. As a result, the system creates a posting change notice and two quants in the posting
change area (a logical interim storage area).

You process the posting change in the WM system by creating a transfer order for the posting change
notice.

You can post the posting change quantity to the original bin or to another storage bin.

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Stock Transfer/Transfer Posting (II)

Company code

Company code

Plant

Plant

Storage Location

Storage Location

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Physical stock transfers can occur at three different levels:

Company code to company code
Plant to plant
Storage location to storage location

Such a stock transfer consists of a goods issue from the issuing point and a goods receipt at the
receiving point. You can post stock transfers in one step or two.

To transfer material company code to company code, you use the transaction plant to plant, but the
plants are assigned to different company codes. In this instance, two accounting documents are
generated, one for the sending plant and one for the receiving plant.

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Stock Transfer / Posting Change: Plant to Plant

Plant 1

Plant 1

0088

0088

Storage
location

0099

001

Warehouse

002

Stock Removal

Plant 2

Storage
location

Warehouse

Stock Placement

Plant 2

0099

001

Posting Change

SAP AG 1999

A plant-to-plant transfer posting in the Inventory Management system can result in a posting change
within a warehouse number.

If stocks for two separate plants are managed within the same warehouse number, a transfer posting
in the Inventory Management system results in a posting change within the warehouse number (in
the WM system).

However, if the two plants are managed in two separate warehouse numbers, the transfer posting
results in a stock removal from the one warehouse number and a stock placement into the second
warehouse number.

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Posting Changes During Stock Placement

Tr. requirement
50 pieces
Reserve storage

GR area
50 pcs
GR posting

A Q
50 pcs
A Q

Posting changes
(Release from
quality inspec.)
Material A
100 pcs

Posting change
area
A Q -100
A
+100

SAP AG 1999

To release materials from quality inspection, you can carry out a transfer posting in the Inventory
Management system or make a usage decision for an inspection lot in the Quality Management
System.

Afterwards, you create a transfer order for the posting change notice in the WM system. This is used
to convert the material quants (possible on a material document basis) with stock category Q.

If a transfer requirement for the stock placement is still open, this is also updated by the posting
change.

Depending upon the set-up, it is possible for the system to create transfer orders automatically in the
background.

Again, the posting change quantity can be posted to the original bin or to another storage bin.

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Transfer Posting: Initiated in WM

WM

IM

Posting
Change

Posting
Change

Automatic Update

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The transaction Transfer Posting in WM and IM will process posting changes for quants entirely
from within WM. The entire quant must be selected.The system then performs all necessary
processes in Inventory Management.

With this program, no posting change notice is created in Warehouse Management so you can carry
out certain posting changes directly as a one-step process.

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Customizing Posting Changes WM/IM
Stock
WM
Movement
Type

IM
Movement
Type

B
B

Stock
Category
Source

Stock
Category
Destination

Special
Stock
Source

Quality to Unrestricted

Special
Stock
Destination

Consignment to Own

SAP AG 1999

The transaction is possible for the following posting change transactions:

Convert stock category between quality inspection, blocked stock and unrestricted-use stock
Convert special stock consignment to own restricted stock and back
Convert individual customer stock to own stock and back
Convert special stock returnable transport packing to own stock and back
Convert project stock to own stock and back

For active Quality Management components, posting changes (transfer postings) are still carried out
first in Inventory Management and subsequently processed as posting change notices in Warehouse
Management.

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Posting Changes: Summary

You are now able to:

Recognize when an inventory movement will
create a posting change notice in WM
Process bin to bin movements within the
warehouse
Demonstrate how to process a posting change
notice in WM in the foreground
Demonstrate how to configure the system so that
posting change notices can be initiated in WM

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0.16Posting Changes - Exercises 1

Unit: Posting Changes
Topic: Bin to Bin Movements
At the conclusion of this exercise, you will be able to:
Process bin to bin movements within the warehouse

In day to day warehouse activity, it is often necessary for warehouse

workers to move inventory from one bin to another, whether combining
inventory, rearranging shelves or correcting errors. For this activity, we
need to be able to move quants from one bin location to another.
Within the warehouse, there is a movement type 999 defined for bin to
bin movements. This movement type allows you to move freely from
one bin to another without reference to any other document and without
affecting IM.
This first section of this exercise is two-part. In the first part, you will
move one material within the warehouse from one bin to another. In the
second part, you will move several materials from one bin to another
using a list. When you use the list, you want to create a variant for the
display for your use in the future.
1-1

Move a quant from a bin in storage type 007 to a bin in storage type 001 by creating
a TO without reference.
1-1-1 Look at the Bin Stock per Material for material T-BW08-##. Note several of
the quants in Storage Type 007.
Storage Type

Storage Bin

Total Stock

1-1-2 You want to move one quant from storage type 007 to storage type 001 (high
rack storage). Create a Transfer Order without reference and move the
material from storage type 007 to storage type 001 into an available bin.
1-1-3 Confirm the TO.

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1-1-4 Display the Bin Stock per Material and note the change.
Storage Type

1-2

Storage Bin

Total Stock

You have just been notified that the maintenance department needs to fix some of
the shelving in Storage Type 007 Section 002 area. You must select all materials in
the Storage Type 007 Section 002 and move them to Storage Type 007 Section 001
while this maintenance occurs.
1-2-1 Look at the function Create Transfer Orders from List. You want to select
those materials that are in Section 002, but the Section is not visible from the
current list display. Change the display list format so the section is visible.
You can remove other information that is not relevant as you wish (for
example, Special Stock Number). Save the new display format as a variant
with the name Group-##.
1-2-2 Using the Create Transfer Orders from List function, create the appropriate
Transfer Orders to move the material in Storage Type 007, Section 002 to
Section 001 of the same storage type. Transfer the quants in the foreground
and choose to confirm the TO immediately.
1-2-3 Refresh the list to see the effect of the movements.

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0.17Posting Changes - Solutions 1

Unit: Posting Changes
Topic: Bin to Bin Movements
1-1
1-1-1 Logistics Logistics Execution Internal Whse Processes Bins and
Stock Bin Stock per Material
1-1-2 Logistics Logistics Execution Internal Whse Processes Stock
Transfer Create Transfer Order No Source Object.
Field Name or Data Type

Values

Movement Type

999

Material Number

T-BW08-##

Requested Quantity

(from 1-1-1)

Enter. Enter the Source information from 1-1-1 (Source Storage Type and Bin) and
enter 001 in the Destination Storage Type and press enter again to let the
system find an appropriate bin for placement.
1-1-3 From the Create Transfer Order: Initial Screen, select Transfer Order
Confirm Transfer Order. Alternatively, select Favorites Confirm
TO, One Step.
1-1-4 Logistics Logistics Execution Internal Whse Processes Bins and
Stock Bin Stock per Material
1-2
1-2-1 Logistics Logistics Execution Internal Whse Processes Stock
Transfer Create Transfer Order From Stock List.
Field Name or Data Type

Values

Warehouse Number

1##

Storage Type

007

Material Number

T-BW08-##

Movement Type

999

Select Current Display Variant. Select Storage Section from the right side of
the display and choose the single arrow pointing to the left. Select any
fields as you wish from the left and move to the right to remove them from
the display. When you have finished, select Copy. Select Save Display
Variant and save your changes under Group-##, TO List Display. Exit the
list.
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1-2-2 Execute the TO from Stock List again as above, but this time enter Group## in the Display Variant field. Select all the lines from storage type 002
then select Stock Transf.frgrnd.
Field Name or Data Type

Values

Storage Type

007

Storage Section

001

Confirm Immediately

Select

1-2-3 Refresh

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0.18Posting Changes - Exercises 2

Unit: Posting Changes
Topic: Transfer Posting Material to Material
At the conclusion of this exercise, you will be able to:
Process a Material to Material Posting Change

Transfer Postings are movements within the warehouse that can be either
physical (moving a material from one place to another) or logical
(changing the identification or characteristic of a material). These
Inventory Management Transfer Postings cause Posting Change Notices
to be created within the warehouse. Examples of IM Transfer Postings
that cause posting change notices include inventory releases from Quality
Inspection or Block Stock, material revision changes that change the
identification of a material, or changes and corrections to a batch
managed material. In this exercise, you will change the identification of a
material and process the resulting posting change notice in the
foreground.
2-1

You have a quantity of 100 pumps material number T-BW-## in your warehouse.
Engineering notifies you that 25 of these pumps have been retested and are now to
be identified as T-MS-## pumps.
2-1-1 Look at the stock balances for the materials T-BW-## and T-MS-##.
Material

Stor Type

T-BW-##

015

Material

Stor Type

Available

For Putaway Pick Qty

Available

For Putaway Pick Qty

T-MS-##

2-1-2 Execute the Transfer Posting Material to Material to change 25 pumps

from material number T-BW-## to T-MS-##.

2-1-3 Display the Stock Overview again for both materials.

Material
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Stor Type

Available
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For Putaway Pick Qty

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T-BW-##

015
922

TOTAL
Material

Stor Type

T-MS-##

922

Available

For Putaway Pick Qty

TOTAL
2-1-4 Process the Posting Change that was created in the warehouse.
2-1-5 Confirm the TO.
2-1-6 Display the WM Stock Overview again.
Material

Stor Type

T-BW-##

015

Available

For Putaway Pick Qty

Available

For Putaway Pick Qty

TOTAL
Material

Stor Type

T-MS-##

005

TOTAL

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0.19Posting Changes - Solutions 2

Unit: Posting Changes
Topic: Transfer Posting Material to Material

2-1
2-1-1 Favorites Warehouse Management Stock Overview. (Note: While you
do have an inventory balance for T-BW-##, there is no inventory yet for TMS-##.)
2-1-2 Logistics Logistics Execution Internal Whse Processes Post
Change Via Inventory Management Enter Posting Change.
Field Name or Data Type

Values

Movement Type

309

Plant

1000

Storage Location

01##

Receiving Material

T-MS-##

Material

T-BW-##

Quantity

25

2-1-3 From the Enter Transfer Posting: Initial Screen select Environment
Stock Overview Stock Material. To see the WM inventory, select the
line, then select Environment WM Stocks.
2-1-4 Logistics Logistics Execution Internal Whse Processes Post
Change Via Inventory Management Transfer Order Create
From List of Posting Change Notices. Display the posting change notices
for your warehouse. Select the line and choose Create trans.order. Select the
line for Stock in Storage Types, then choose Quant List. Select quants as
appropriate up to the quantity of 25 and indicate that quantity in the field
provided. Then choose Process in the foreground. Choose enter (for each
quant) and save.
2-1-5 Favorites Confirm TO, One Step
2-1-6 Favorites Warehouse Management Stock Overview

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0.20Posting Changes - Exercises 3

Unit: Posting Changes
Topic: Posting Changes Initiated in WM
At the conclusion of this exercise, you will be able to:
Customize a WM movement type to initiate a posting change in WM
Perform a Posting Change in WM and have the system create the
required IM documents
Occasionally in the warehouse, you have the requirement to change the
status of a quant--for example, to change a quant from Unrestricted Status
to Blocked Stock. You want to configure SAP to allow you to move
materials to Blocked Stock from within the warehouse without creating a
posting change notice in WM.
3-1

You want to process movements into and out of Blocked Stock, initiating those
movements from within the warehouse. You will create two new WM movement
types and customize the IM interface for posting changes to allow this transaction
to occur within the warehouse.
3-1-1 Create two new WM Movement Types (943, 944) by copying 309 with the
following changes:
Allow manual TO creation
Allow TO to be confirmed immediately
Propose Confirmation
3-1-2 Define the control for the posting change activity from Blocked Stock (S) to
Unrestricted Use (Blank). Also define the control from Unrestricted Use to
Blocked Stock.

3-2

Test your configuration by converting a quant from Unrestricted Use to Blocked

Stock from the WM Posting Change Bin Stock function.
3-2-1 Before you begin, note your stock situation.
Material

StorType

Available

For Putaway

Pick Quantity

T-BW-##
3-2-2
Now execute the transfer posting from within WM, converting a quant
of the T-BW-## pumps from Unrestricted to Blocked Stock.

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3-2-3

What TO number is generated? ____________

3-2-4

Check the stock overview again.

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Material

StorType

Available

For Putaway

Pick Quantity

T-BW-##

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0.21Posting Changes - Solutions 3

Unit: Posting Changes
Topic: Posting Changes Initiated in WM
3-1
3-1-1 SAP Reference IMG Logistics Execution Warehouse Management
Activities Transfers Define Movement Types. Position on your
warehouse, movement type 309. Select 309 and choose Copy As. (Repeat
for movement type 944.)
Field Name or Data Type

Values

Movement Type

943; 944

Manual TO Creation Not Allowed

Not selected

TO Item can be confirmed immediately

Selected

Propose Confirmation

Selected

3-1-2 SAP Reference IMG Logistics Execution Warehouse Management

Interfaces Inventory Management Define Posting Changes.
Select New Entries.
Field Name or Data Type

Values

Warehouse

1##

WM Movement Type

943

IM Movement Type

343

Stock Category Source

Stock Category Destination

(Blank)

Warehouse

1##

WM Movement Type

944

IM Movement Type

344

Stock Category Source

(Blank)

Stock Category Destination

Field Name or Data Type

Values

3-2

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Warehouse Number

1##

Movement Type

944

Material

T-BW-##

Plant

1000

3.2.1

Favorites Warehouse Management Stock Overview

3-2-2 Logistics Logistics Execution Internal Whse Processes Post

Change Bin Stock Other Posting Changes. Select a quant and
choose Post Change.
3-2-3 Display Log to see the TO that was created.
3-2-4

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Favorites Warehouse Management Stock Overview

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