Performing Transfer Postings

Objective

After completing this lesson, you will be able to perform transfer postings

Transfer Postings and Physical Stock Transfer

In any enterprise, goods movements do not only take the form of goods receipts (GRs) and goods issues (GIs). For organizational reasons (for example, decentralized storage) or due to other factors (for example, quality assurance) internal transfer postings and physical stock transfers may be necessary.

  • Transfer postings: stock to stock (for example, in quality inspection to unrestricted use) or material to material.
  • Physical stock transfers: storage location to storage location or plant to plant.

Transfer Posting: Stock to Stock

In inventory management, three stock types indicate the usability of a material: unrestricted-use stock, stock in quality inspection and blocked stock.

The graphic illustrates the movement of stock between unrestricted-use, quality inspection, and blocked statuses within a storage location in a plant, using transaction codes for stock transfers.

If the usability of a material changes, you need to make transfer postings between the different stock types. With a stock-to-stock transfer posting, you can also enter a physical goods movement to a different storage location.

The following are examples of stock-to-stock transfer postings:

  • Due to a damaged water pipe in a warehouse, a material can no longer be used and is transferred to blocked stock.
  • Material is posted to stock in quality inspection at the time of a goods receipt (GR) against a purchase or production order. Following quality inspection, the quantity is posted to unrestricted-use stock.

    Hint

    If inspection processing in quality management is active, you cannot post any issues from stock in quality inspection within inventory management. You can only perform such movements within the framework of inspection processing.

Functions for Entering Transfer Postings

The following functions for entering stock-to-stock transfer postings are available in SAP S/4HANA:

  • SAP Fiori app Post Goods Movement respectively transaction MIGO

  • SAP Fiori app Transfer Stock – In-Plant

SAP Fiori app Post Goods Movement and Transaction MIGO

SAP transaction screen for transfer posting in inventory management, highlighting item detail data (material, plant, storage locations, quantity) and item overview for movement type 321 to track inventory.

With the Post Goods Movement app and the MIGO transaction, you can enter all transfer postings and physical stock transfers. The following describes how you enter transfer postings (or stock transfers) with these functions.

  1. Start the Post Goods Movement app or the MIGO transaction.

  2. Choose transaction Transfer Posting, and as a reference, choose Other.

  3. Check the default value for the movement type and change it if necessary (for example, movement type 321 for the transfer posting quality inspection stock to unrestricted-use stock).

  4. In the item detail data, you enter the material that you want to transfer in the From data area. You also have to specify the issuing plant and the issuing storage location.

  5. Under the Dest data, you specify the receiving material, the receiving plant, and the receiving storage location.

    Note

    The fields available under the Dest data depend on the movement type. For example, in the case of stock-to-stock transfer postings, it is only possible to specify a receiving storage location. In the case of a material-to-material transfer posting, on the other hand, you can also enter the material and the plant.

  6. Enter the quantity to be transferred in the item details.

  7. Post the goods movement.

Copying Rules for Transfer Postings

SAP configuration screen for defining copying rules between movement types (321, 309), with checkboxes for fields like material, plant, and storage location to control data transfer during postings.

If you need to enter several transfer posting items in one document using the Post Goods Movement app or MIGO transaction, you can save time and effort by using the copying rules for transfer postings.

For example, you want to transfer 20 materials in plant 1010 from stock in quality inspection at storage location 0001 to unrestricted-use stock at storage location 0002. Using copying rules, you can specify that the system always suggests storage location 0001 as the issuing location and storage location 0002 as the receiving location in plant 1010.

In this case, proceed as follows:

  1. Enter the first item with the necessary data.
  2. Choose (Copy to New Item).

    If you are using the Copy to New Item function for the first time for a combination of the movement type and special stock indicator, you are automatically taken to a dialog box in which you have to specify the copying rule.

  3. In the Enter/Change Copying Rules window, you specify the fields from the current item that are to be adopted to a new item when using the copy function. In this example, select the fields Plant, Storage Location, and Storage Location (Transfer Posting).
  4. Choose Adopt to save the copying rule.

    After this you have a new item with the same values for plant and storage locations as in the first item.

  5. To enter another item, click on (Copy to New Item) again. Since the copying rule for the movement type has already been defined, a new item is created immediately with the default values for plant and storage locations.

You can predefine, change, or delete copying rules at any time by choosing MenuSettingsCopying Rules Transfer Postings.

SAP Fiori App Transfer Stock – In-Plant

SAP Fiori app for in-plant stock transfer, highlighting storage locations, unrestricted-use stock (200,000 PCs), blocked stock, and setup of transfer details like quantity, dates, and stock type for posting.

You can use the app to enter transfer postings (stock-to-stock) and physical stock transfer (storage location-to-storage location) for one material within a plant. The app is part of the Business Roles Inventory Manager (SAP_BR_INVENTORY_MANAGER) and Warehouse Clerk (SAP_BR_WAREHOUSE_CLERK).

To enter a transfer posting, proceed as follows:

  1. Start the SAP Fiori app Transfer Stock – In-Plant (tile group Warehouse Processing).

  2. Enter Material and Plant and confirm your entries with Enter. The system then displays the current stocks of the material in this plant.

  3. Select the issuing stock by clicking on (on the right side of the stock quantity).

  4. Select the receiving stock by clicking on (on the right side of the stock quantity).

  5. In the dialog screen Transfer Stock – in-Plant, enter the quantity to be transferred. Enter also the document and posting date.

  6. Post the goods movement.

Since SAP S/4HANA 2023, with the Transfer Stock – In-Plant app, you can also post more than one material at the same time if you first temporarily save the transfer postings to be done in an item list (Add To List action). From this item list, you can later select the materials to be posted at once.

How to Post a Stock-to-Stock Transfer

Transfer Posting: Material to Material

Material-to-material transfer process using movement type 309, emphasizing that both materials share the same base unit of measure (PC) to ensure consistency.

If a material changes over time in such a way that it no longer corresponds to the features defined in the material master record but to the features of a different material number, you have to carry out a transfer posting from material to material. This is often the case in the chemical and pharmaceuticals industry, for example.

Caution

A material-to-material transfer posting is possible only if both materials have the same base unit of measure and standard procedures.

The following also applies to material-to-material transfer posting:

  • The posting cannot be preplanned via a reservation.

  • The posting can be made only from unrestricted-use stock of the issuing material to unrestricted-use stock of the receiving material.

  • The posting can be made only in a single step.

  • The posting can be entered in the system with transaction MIGO or the SAP Fiori app Post Goods Movement.

How to Post a Material-to-Material Transfer

Enter a Material-to-Material Transfer Posting

Enter a Stock-to-Stock Transfer Posting