Configuring Stock Transport Order

This article provides configuration steps for stock transport order between two plants within the company
code as well as cross company code configuration.

Stock Transport Orders

Plant to plant Stock Transfer: Stock transport order is used to do stock transfer between two plants within
the same company code. It involves physical transfer of goods between two locations with delivery but
without any billing
Cross-Company Stock Transfer: Stock Transport order can also be used to do stock transfer between two
plants which belong to two different company codes. This involves physical transfer of goods between two
locations with delivery and billing.

Configuration Steps
1. STO Document Type
Standard document type used in UB. If user selects different document type, system gives a warning
message to select the correct document type.

If custom document type needs to be used then it should be defined as T -- Transport in the Control field
of that document type configuration.
Configuration Path: IMG- Material Management- Purchasing-Purchase Order-Define Document Types.

Item Number Interval: Determines the size of the steps between the default item numbers.

Number range in the case of internal number assignment: Number that determines how documents are to be numbered
by the system. It indicates which number range is relevant for a document type.

Number range in the case of external number assignment: Number that determines how documents are to be numbered
by the user. It indicates which number range is relevant for a document type.

Number range in case of internal number assignment for ALE: This number range is only to be maintained in the case
of contract types that are distributed among local systems.

Number range in case of internal number assignment for ALE: This number range is only to be maintained in the case
of contract types that are distributed among local systems.

Update group for statistics update: The update group is a control element in the updating definition, which allows all the
different business events in the various applications to have a uniform influence on the statistics update in the Logistics
Information System (LIS).

Field Selection Key: Determines, for the relevant purchasing document type, which attributes the fields of the purchasing
document are to have.

Control indicator for purchasing document type: Allows differentiation between the various kinds of purchasing
document.
Item Number Interval for Subitems: Indicates the interval in which sub-item numbers are suggested.

Stock transfer: Take vendor data into account

You set the indicator. If a stock transport order or scheduling agreement is then created and a vendor is
assigned to the supplying plant, the system

adopts the data from the vendor master record (e.g. the currency, price determination indicator) and
the info record (e.g. planned delivery time, order unit), and
updates the statistics of the Logistics Information System with the vendor data

Document type: Stored documents are classified according to document types.

Other configuration for the STO document type is to assign allowed item categories and account assignment
categories. Item category code for stock transport orders is U Stock transfer.
This item category can then be assigned to Purchase Requisition document types so that PRs can be
converted into the stock transport orders.

Key settings on Document Type for STO configuration:

Defining item intervals for the document.
Assign internal / external number range for that document type.
Define field selection key. This key can be used to define attributes of field on a document type. But
generally attributes are managed using the document type rather than field selection key of a
document type.
Control column T Stock transport needs to be selected if the document type is to be used for stock
transport orders.

2. Define Shipping Data for the Plant

In this configuration step, customer number is assigned to the plant. This data is for the receiving plant of the
STO. For ex: If you are defining the customer number for plant 1234 then this plant is the receiving plant in
the STO and has the customer number attached to it. The system that way assigns the Ship To for the
STO delivery. Sales area can be defined in this node for that customer.
The language is for transferring the text in an appropriate language.
If customer number is not maintained, SAP cant populate shipping data in the STO. So even if STO is
created it cant be delivered and only goods issue thru inventory management is possible.
Configuration Path: IMG- Material Management- Purchasing-Purchase Order-Setup Stock Transport Order-
Define Shipping data for plants.
3. Create and Define Checking Rule
Stock transport orders can do the availability check of the material in the supplying plant. The configuration
for checking rule and availability check is same as done in SD or in inventory management. Typically
checking rule B- SD delivery is maintained for the concerned availability check.

4. Assign Delivery Type and Checking Rule

In this node, delivery type and checking rule are assigned to the supplying plant and STO document type. In
the standard system for STO document type UB, the delivery type NL is used with checking rule B-(SD
Delivery). For document type NB, Delivery type NLCC is used with checking rule B.

5. Assign Document Type, One Step Procedure, Under-Delivery Tolerance

In this node, on step procedure and Under-delivery tolerance is assigned to the combination of issuing,
receiving plant and document type. If check box is selected for a combination of issuing, receiving plant and
a document type, then goods issue and goods receipt is posted at the same time. In other words, there is no
stock in transit and no need to do goods receipt on the receiving side.
If Under-delivery tolerance check box is selected, then Final Delivery checkbox is automatically selected if
goods issue is within the defined tolerance limit. No further outbound deliveries can then be created for that
item. SAP then treats it as a completed item.
 Additional checkpoints:
Apart from these configuration settings following are the master data & additional configurations components
needed in order to function the stock transport orders correctly:
1. Customer number assigned to the supplying plant in the purchasing configuration should be created
in the system for the sales area defined in STO configuration.
2. Materials master should be extended to the sales area defined in the STO configuration. And should
exist in both- issuing and receiving plant.
3. Shipping point determination needs to be maintained for the issuing plant.
4. Delivery type assigned in the Purchasing configuration should be assigned to the item categories.
IMG- Material Management- Logistics ExecutionShippingDeliveriesDefine item category
determination in the deliveries
These exact same configuration steps are needed for Cross Company code stock transport orders. The only
difference being, here document type used is NB and delivery type NLCC in the standard system.
On goods issue it creates two accounting documents one in each company code. Issuing Plant Company
codes inventory is credited/relieved and receiving plants company code inventory is debited/ added. There
is then actual invoicing between two company codes to clear the GR/IR clearing.

Stock Transport Order with Delivery via Shipping - Process

The following components are involved in this type of stock transfer:

Purchasing in entering the order

Shipping in making the delivery from the issuing plant

Inventory Management at goods receipt in the receiving plant

1. Create a stock transport order in the receiving plant ( Document Type : UB )

Plant X would like to order materials from plant Y. Plant X enters a stock transfer
order. The stock transfer is used to plan the movement.
2. Posting a delivery in the issuing plant (Create delivery in VL10B and Post GI in
VL02N & Movement Type: 641.
 Delivery Type NL is to be assigned for the issuing plant in the configuration

Path: IMG - Material Management - Purchasing Purchase Order Set up Stock

transport Order Assign Delivery Type and Checking Rule).
3. Plant Y supplies the goods to plant X. Plant Y enters a replenishment delivery in
Shipping. The goods are then posted to the stock in transit of the receiving plant.

MB5T
4. Posting a goods receipt in the receiving plant( GR : 101 Mvt)

Once the goods arrive in the receiving plant, the plant posts a goods receipt for the
delivery. The stock in transit is therefore reduced and the unrestricted-use stock
increased.

The goods receipt is entered with reference to the purchase order.

 4.1 Characteristics of a Stock Transfer Order:

1. The quantity posted from stock is managed as stock in transit of the receiving
plant. After the goods receipt has been posted the quantity is posted to the
unrestricted-use stock of the receiving plant from stock in transit. This enables the
quantity "on the road" to be monitored.

2. Delivery costs can be entered in the stock transport order.

3. The transfer posting is valuated at the valuation price of the material in the issuing
plant.

4. If the plants involved belong to different company codes, the transfer between
plants is also a transfer between company codes. In this case, the system creates
two accounting documents when the goods issue is posted. The stock posting is
offset against a company code clearing account.

Stock Transfer Using a Stock Transport Order

You can use the following procedures to transfer materials from one plant to another:
 Stock Transfer Between Plants in One Step

Stock Transfer Between Plants in Two Steps

Stock Transport Order Without Delivery
Stock Transport Order with Delivery via Shipping
Stock Transport Order with Delivery and Billing Document/Invoice

Stock Transfer Procedure With out a Stock Transport Order

In the stock transfer procedures described below, only Inventory Management (MM-IM) is involved.
The following table explains the characteristics of stock transfer procedures without a stock transport order:

From Plant to Plant From Plant to Plant

1 Step 2 Steps
Movement type 301: Transfer from plant to Goods issue: 303 (Remove
MM-IM plant from storage to plant)
Goods receipt: 305 (Put away
in plant)
Price Valuation price (supplying Valuation price (supplying
plant) plant)
Planning using Reservation -
Stock after - Stock in transfer
Goods issue

Delivery costs - -

Cross- Company code clearing Company code clearing

company-code
using

Stock Transfer Procedure with a Stock Transport Order

In the stock transfer procedures described below, the following applications may be involved: Purchasing (MM-
PUR), Inventory Management (MM-IM), Shipping (LE-SHP), Invoice Verification (MM-IV), and Billing (SD-BIL).
The following table explains the characteristics of stock transfer procedures with a stock transport order:

Stock Transport Stock Transport Stock Transport Order with

Order Without Order with Delivery and Billing Document
Delivery Delivery
Order type Order type UB Order type UB Order type NB
MM-PUR
Item category U Item category U Item category BLANK
(cross-company-code)
Item category U (intra-
company-code without
billing document)
Movement type GI: 351 GI: 641 GI: 643
MM-IM GR: 101 (2 steps) (2 steps)
(One-step GI: 647 GI: 645
procedure not (1 step) (1 step)
supported) GR: 101 GR: 101
Delivery type in - NL NLCC
SD
 Schedule line - NN NC
category in SD

Billing type in SD - - IV

Document type - - RE
MM-IV
Price Valuation price Valuation price Pricing in SD and MM
(supplying plant) (supplying plant)
Planning using Purchase order Purchase order Purchase order
Stock after Stock in transit Stock in transit (Stock in transit CC)
Goods issue

Delivery costs yes yes yes

Cross-company- Company code Company code Revenue account;
code using clearing clearing GR/IR clearing

The document type (NB or UB) determines the posting logic in other words, whether stock in transit is set up.
The item category (U or BLANK) determines whether billing takes place.

Advantages of the Stock Transport Order

The transfer of stock using a stock transport order has the following advantages over the transfer of stock
without a stock transport order:

A goods receipt can be planned in the receiving plant.

You can enter a vendor (freight vendor) in the stock transport order.

Delivery costs can be entered in the stock transport order.

The stock transfer order is part of MRP: Purchase requisitions that were created in MRP can be
converted into stock transport orders.
The system can run an availability check for the stock transfer.

The goods issue (GI) can be entered using a delivery via Shipping (LE-SHP). For the goods issue in SD,
a replenishment delivery is created.
If you want to withdraw materials for stock transfers from different storage locations and stocks
according to a particular strategy.
The goods receipt (GR) can be posted directly to consumption.

The entire process can be monitored via the purchase order history.