Presentation on theme: "Internal Procurement: Cross-Company Stock Transfer"— Presentation transcript:
1Internal Procurement: Cross-Company Stock Transfer SAP Best Practices
2Purpose, Benefits, and Key Process Steps Transfer material requested automatically by MRP or manually by a buyer from one plant to another plant. Both plants belong to the same organization but different company codes.BenefitsTransparent view of outstanding stock transfers, stock-in-transitEfficient Processing of internal stock transfersKey Process StepsStock transport requisition (with MRP)Changing stock transport purchase order (with MRP)Stock transport order (without MRP)Delivery for stock transport orderDelivery due listPicking confirmationGoods IssueReceiving transferred materialInvoices for delivery and purchase orderInter-company billing
3Required SAP Applications and Company Roles Enhancement package 7 for SAP ERP 6.0Company RolesPurchaserBilling AdministratorWarehouse ClerkWarehouse ManagerAccounts Payable Accountant
4Detailed Process Description Internal Procurement: Cross-Company Stock TransferThe stock transfer process begins with a requirement to transfer material from one plant to another Plant. Both plants belong to the same organization but different company codes. This request, in the form of a stock transfer requisition, may be created in the procuring plant automatically by MRP or manually by a buyer.The material master must exist in both the procuring (receiving) plant and the providing (shipping) plant. Also, stock transfer purchase orders are not subject to approval like other purchase orders. A buyer validates the accuracy of the stock transfer purchase requisition and converts it into a stock transfer purchase order.A warehouse clerk at the shipping plant monitors the materials due to be shipped and creates deliveries as required. Once a delivery is created, a pick list is generated, a warehouse clerk gathers the materials and confirms the picked quantities. Once the delivery is complete, the delivery quantities are issued, appropriate documentation is generated, and the goods are shipped.Goods are received at the receiving plant referencing the delivery number on the shipping documents.At the shipping plant the accounts receivable clerk creates an invoice and sends it to the procuring plant. At the procuring plant the accounts payable clerk receives this invoice with reference to the purchase order.
5Internal Procurement: Cross-Company Stock Transfer Process Flow DiagramInternal Procurement: Cross-Company Stock TransferPurchaserCreate Purchase OrderWarehouseClerkProcess Delivery Due List for Purchase OrderPost Goods Issue for DeliveryPost Goods Receipt for DeliveryWarehouse ManagerCheck Stock Level of the Issuing PlantCheck Status of Stock TransferCheck Status of Stock TransferCheck Stock Level of the Receiving PlantBilling AdministratorCreate Billing DocumentPrint Billing DocumentAccounts Payable AccountantOutgoing Payment (158)Invoice Receipt by Line Item
6Legend Symbol Description Usage Comments Symbol Description Band: Identifies a user role, such as Accounts Payable Clerk or Sales Representative. This band can also identify an organization unit or group, rather than a specific role.The other process flow symbols in this table go into these rows. You have as many rows as required to cover all of the roles in the scenario.Role band contains tasks common to that role.External Events: Contains events that start or end the scenario, or influence the course of events in the scenario.Flow line (solid): Line indicates the normal sequence of steps and direction of flow in the scenario. Flow line (dashed): Line indicates flow to infrequently-used or conditional tasks in a scenario. Line can also lead to documents involved in the process flow.Connects two tasks in a scenario process or a non-step eventBusiness Activity / Event: Identifies an action that either leads into or out of the scenario, or an outside Process that happens during the scenarioDoes not correspond to a task step in the documentUnit Process: Identifies a task that is covered in a step-by-step manner in the scenarioCorresponds to a task step in the documentProcess Reference: If the scenario references another scenario in total, put the scenario number and name here.Sub-Process Reference: If the scenario references another scenario in part, put the scenario number, name, and the step numbers from that scenario hereProcess Decision: Identifies a decision / branching point, signifying a choice to be made by the end user. Lines represent different choices emerging from different parts of the diamond.Does not usually correspond to a task step in the document; Reflects a choice to be made after step executionSymbolDescriptionUsage CommentsTo next / From last Diagram: Leads to the next / previous page of the DiagramFlow chart continues on the next / previous pageHardcopy / Document: Identifies a printed document, report, or formDoes not correspond to a task step in a document; instead, it is used to reflect a document generated by a task step; this shape does not have any outgoing flow linesFinancial Actuals: Indicates a financial posting documentBudget Planning: Indicates a budget planning documentManual Process: Covers a task that is manually doneDoes not generally correspond to a task step in a document; instead, it is used to reflect a task that is manually performed, such as unloading a truck in the warehouse, which affects the process flow.Existing Version / Data: This block covers data that feeds in from an external processDoes not generally correspond to a task step in a document; instead, this shape reflects data coming from an external source; this step does not have any incoming flow linesSystem Pass / Fail Decision: This block covers an automatic decision made by the softwareDoes not generally correspond to a task step in the document; instead it is used to reflect an automatic decision by the system that is made after a step has been executed.Diagram Connection<Function>External to SAPHardcopy / DocumentFinancial ActualsBusiness Activity / EventBudget PlanningUnit ProcessManual ProcessProcess ReferenceSub-Process ReferenceExisting Version / DataProcess DecisionSystem Pass/Fail Decision