Exploring the Stock Transfer Without Delivery (BMH) Scenario

Objective

After completing this lesson, you will be able to execute the process steps for the Stock Transfer without Delivery (BMH) scenario.

Introduction

Listen to the following conversation between Julia and Paul as they introduce the Stock Transfer Without Delivery (BMH) scenario and recap the general advantages of using a stock transport order.

General Advantages of a Stock Transport Order (STO)

  1. Integration with MRP (Material Requirements Planning):

    The STO process is fully integrated into MRP. Stock transport requisitions can be automatically generated during the MRP run and subsequently converted into stock transport orders, streamlining planning and procurement.

  2. Visibility Across Plants:

    Both the issuing and receiving plants have visibility into the stock transport requisition or order, enhancing coordination and transparency across locations.

  3. Inclusion of Delivery Costs and Forwarder Information:

    STOs allow the entry of delivery costs and the assignment of a forwarder, enabling more accurate cost tracking and logistics planning.

  4. Flexible Goods Receipt Options:

    Upon goods receipt at the receiving storage location, materials can be posted not only to unrestricted-use stock but also to inspection stock or blocked stock, depending on quality or operational requirements.

  5. Comprehensive Process Monitoring:

    The entire process - from goods issue to goods receipt - can be monitored through the purchase order history, providing a clear audit trail and facilitating process control.

After this important recap of the general advantages of using a stock transport order, let’s listen to Julia as she proposes to walk us through the Stock Transfer Without Delivery (BMH) process. She also suggests moving on to a system demo, focusing on the key differences compared to the process that includes a delivery.

Stock Transfer with Stock Transport Order and without Delivery

Process Steps

The Stock Transfer without Delivery (BMH) scenario consists of the following main steps:

  1. Create Stock Transport Order (STO)

    The image illustrates the two plants involved in the process and highlights the creation of a stock transport order in the receiving plant.

    The process begins with the creation of a stock transport order (order type UB), which specifies the material, quantity, supplying plant, and receiving plant.

  2. Post Goods Issue

    The image illustrates the two plants involved in the process and highlights the goods issue posting in the supplying plant.

    The goods issue is recorded at the issuing plant with reference to the stock transport order, taking the materials from unrestricted-use stock in a storage location.

    The issued quantity is tracked as stock in transit until the receiving plant posts the goods receipt.

    Stock in transit is considered part of the valuated stock of the receiving plant, even though it has not yet been physically received.

  3. Post Goods Receipt

    The image illustrates the two plants involved in the process and highlights the goods receipt in the receiving plant.

    The process is completed when the goods receipt for the stock transport order is posted at the receiving plant. At that point, the stock is moved from 'stock in transit' to a storage location.

    You can choose to post it to unrestricted-use stock, stock in quality inspection, or blocked stock, depending on the condition of the goods.

Main Differences Between Stock Transfer With and Without Delivery

Compared to the process with delivery, the main differences in the stock transport process without delivery are:

  1. Purchase Order Creation:

    In the receiving plant, the stock transport order is created using the order type Stock Transp. Order (UB) instead of the order type StockTranspOrderDel (UD).

  2. Goods Issue Posting:

    In the supplying plant, the goods issue is posted directly with reference to the stock transport order without the need to create a delivery document.

Let's focus on these two features in the following demo.