wm process cycle
TRANSCRIPT
G.V. Shivakkumar E-mail [email protected], [email protected] - STEP BY STEP END USER DOCUMENTATION
Create Transfer Requirement
Definition:-
Transfer Requirement indicates the details of activity to be performed in the warehouse for any material.
It is the request to perform any movements in the warehouse.
It can be created automatically or manually.
Prerequisite:-
AuthorizationEnterprise structure setupMaterial must have warehouse views extended
Menu Path:-
Logistics Logistics Execution Internal Whse processes TransRqmt LB01 - Create
Double Click LB01
Enter warehouse number. E.g. IN6
Enter movement number. E.g. 311
Enter the requirement tracking number. E.g. 1
Optional entry:- Planned date and Transfer Priority
Click
EnterPlantStorage locationMaterial number
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Quantity
Click
Click
Message appear at the bottom
Change Transfer Requirement
Definition:-
Transfer Requirement indicates the details of activity to be performed in the warehouse for any material.
It is the request to perform any movements in the warehouse.
It can be created automatically or manually.
G.V. Shivakkumar E-mail [email protected], [email protected] - STEP BY STEP END USER DOCUMENTATIONPrerequisite:-
TR must exist
Menu Path:-
Logistics Logistics Execution Internal Whse processes TransRqmt LB02 - Change
Double Click LB02
Enter warehouse number. E.g. IN6
Enter TR number. E.g. 11
Click
Enter the source storage type if required.
Click
Double click on the item row
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change the quantity to 6Note: -
tick this check box if it is not to be processed any more. Other wise this will be set automatically when creating TO with reference to this TR.
set this indicator to delete the TR item.
Click to know the status of this TR
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Click Enter on the key board to get out of this screen
Click Create Transfer Order through TR
Definition:-
Transfer Order is the second step in moving the material in the warehouse. Transfer order can be created with or without reference to Transfer Requirement.
Transfer order can be created directly also.
There are more ways to create Transfer Order.
Based on
Transfer requirement (as explained in the display TR manual)
Directly with No source reference. (LT01) From stock list (LT10) - stock must be available in the interim
storage area.
Prerequisite:-
TR must exist to create TO with reference to TR.
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Menu Path:-
Logistics Logistics Execution Internal Whse processes Stock Transfer Create Transfer Order LT01 – No source object Double Click LT01.
Enter warehouse number. E.g. IN6
Enter requirement type and requirement number. E.g. K and 5 respectively.
Enter movement type. E.g. 201
Enter material. E.g. TESTWM1
Enter quantity requested. E.g. 1
Enter plant and storage location. E.g. IND6 and RM01 respectively.
Click
Enter source storage type and storage section
Click
Note: - the storage bin will be determined automation.
Create Transfer Order through TR LIST
Definition:-
Transfer Order is the second step in moving the material in the warehouse. Transfer order can be created with or without reference to Transfer Requirement.
G.V. Shivakkumar E-mail [email protected], [email protected] - STEP BY STEP END USER DOCUMENTATIONTransfer order can be created directly also.
There are more ways to create Transfer Order.
Based on
Transfer requirement (as explained in the display TR manual)
Directly with No source reference. (LT01) From stock list (LT10) - stock must be available in the interim
storage area.
Prerequisite:-
TR must exist to create TO with reference to TR.
Menu Path:-
Logistics Logistics Execution Internal Whse processes TransRqmt Display LB11 – By Material Double Click LB11.
Enter Material number. E.g. TESTWM1Enter warehouse number. E.g. IN6Enter Plant. E.g. IND6Enter transfer type. E.g. *
Click
Select the check box of the required transfer order.
Click
Click
Click to put away in foreground
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Note: - If the storage unit is required, storage unit information has to be maintained. In this example, it is explained with storage unit.
Enter storage unit type. E.g. E1 in this example
Click
Note: - Destination storage type and bin will be proposed automatically. Bin can be changed if required.
Click
Click
Create Direct Transfer Order
Definition:-
Transfer Order is the second step in moving the material in the warehouse. Transfer order can be created with or without reference to Transfer Requirement.
Transfer order can be created directly also.
There are more ways to create Transfer Order.
Based on
Transfer requirement (as explained in the display TR manual)
Directly with No source reference. (LT01) From stock list (LT10) - stock must be available in the interim
storage area.
Prerequisite:-
G.V. Shivakkumar E-mail [email protected], [email protected] - STEP BY STEP END USER DOCUMENTATIONTR must exist to create TO with reference to TR.
Menu Path:-
Logistics Logistics Execution Internal Whse processes Stock Transfer Create Transfer Order LT01 – No source object Double Click LT01.
Enter warehouse number. E.g. IN6
Enter requirement type and requirement number. E.g. K and 5 respectively.
Enter movement type. E.g. 201
Enter material. E.g. TESTWM1
Enter quantity requested. E.g. 1
Enter plant and storage location. E.g. IND6 and RM01 respectively.
Click
Enter source storage type and storage section
Click
Note: - the storage bin will be determined automaticall
Confirm Transfer Order
Definition:-
Transfer Order is the second step in moving the material in the warehouse. Transfer order can be created with or without reference to Transfer Requirement.
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Transfer order can be confirmed manually or automatically. It is preferred to have manual confirmation in many cases to ensure the item is placed in the right bin.
Prerequisite:-
TO must exist to confirm.
Menu Path:-
Logistics Logistics Execution Internal Whse processes Stock Transfer Confirm Transfer Order LT12 – In one step Double Click LT12.
Enter transfer order number. E.g. 4
Enter warehouse number. E.g. IN6
Click
Click
Click
Message appear at the bottom
Confirm TO created automatically
Definition:-
Transfer Order is the second step in moving the material in the warehouse. Transfer order can be created with or without reference to Transfer Requirement.
Transfer order can be created directly also.
G.V. Shivakkumar E-mail [email protected], [email protected] - STEP BY STEP END USER DOCUMENTATIONTransfer Orders are created automatically when making GR according to the configuration.
Let us try to look at the TO created when making GR and confirm it.
Prerequisite:-
TO must exist to confirm.
Menu Path:-
Logistics Logistics Execution Internal Whse processes Stock Transfer Display Transfer Order LT24 – By Material Double Click LT24.
Enter warehouse number. E.g. IN6Enter Material number. E.g. TESTWM1Select radio button
Click
Click
Click on the TO number
Through the menu path from the top Transfer Order Confirm Transfer Order
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Click on item
In the next screen TO number will appear (this is similar to LT11 transaction initial screen)
Click
Enter the actual quantity and difference if any.
Click
Message appear at the bottom
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Cancel Transfer Order
Definition:-
Transfer Order is the second step in moving the material in the warehouse. Transfer order can be created with or without reference to Transfer Requirement.
Transfer order can be cancelled if it is not required to be processed.
Prerequisite:-
TO must exist to cancel.
Menu Path:-
Logistics Logistics Execution Internal Whse processes Stock Transfer Cancel Transfer Order LT15 – By single document Double Click LT15.
Enter transfer order number. E.g. 1
Enter warehouse number. E.g. IN6
Click
Click the row which is to be cancelled
Click
Message appear at the bottomCreate Posting Change
G.V. Shivakkumar E-mail [email protected], [email protected] - STEP BY STEP END USER DOCUMENTATIONDefinition:-
Posting change notice is similar to Transfer Requirement indicates the details of activity to be performed in the warehouse for any material.
It is used when transferring between the stocks. E.g. moving from Quality stock to unrestricted stock with 321 movement type.
It can be created automatically or manually.
Prerequisite:-
AuthorizationEnterprise structure setupMaterial must have warehouse views extended
Menu Path:-
Logistics Logistics Execution Internal Whse processes PostChange Posting Change Notice LU01 - Create
Double Click LU01 - Create
Enter warehouse number. E.g. IN6
Enter movement number. E.g. 321
Click
Maintain the entries as shown below
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Note: - From material stock and To material stock, should be different. In this case it is both as Q. Let us create it as it is we shall change it through change mode.
Click
Click
Message appear at the bottom
Change Posting Change
Definition:-
Posting change notice is similar to Transfer Requirement indicates the details of activity to be performed in the warehouse for any material.
It is used when transferring between the stocks. E.g. moving from Quality stock to unrestricted stock with 321 movement type.
It can be changed.
Prerequisite:-
G.V. Shivakkumar E-mail [email protected], [email protected] - STEP BY STEP END USER DOCUMENTATION
Posting change notice must exist
Menu Path:-
Logistics Logistics Execution Internal Whse processes PostChange Posting Change Notice LU02 - Change
Double Click LU02 - Change
Enter warehouse number. E.g. IN6
Enter Posting change number. E.g. 1
Click
Change the To material stock category from Q to blank to indicate it is to be transferred to available stock.
Change the quantity to 6
Click
Create Material Master with warehouse
Definition:-
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Every Material must be identified with a code number in SAP. Material master contains entire information related to a material with respect to all department in an organization.
Material master information are divided in to the different views and each department will maintain their own information through the respective views.
Material master must contains details about warehouse if a materials is to be managed in warehouse.
Prerequisite:-
AuthorizationEnterprise structure setup
Menu Path:-
Logistics Materials Management Material master Materials Create (General) MM01-Immediately
Note:- Material master itself is a big requiring knowledge of various modules. However by following this user manual one will be able to create the material master and go ahead.
Double Click MM01
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Enter Material E.g. TESTWM1Select material type as Raw material with sales
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Click
Select the views as shown below by clicking the grey box in the left side
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Click Pagedown key in the key board to navigate to remaining part of the screen
Select the views as shown below
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Click
Enter Plant, Storage location and warehouse details as shown below
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Click
Maintain the following entries as shown below in the screen shot.
Note:- Please note that the Mandatory fields are filled and displayed.
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Click
Nothing mandatory in this screen.
Click
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Note:- Purchasing value key become mandatory field with the configuration setting.
Maintain 1 in the purchasing value key.
Click
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Click
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Click
Click
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Note: - No mandatory entries in MRP4 view
Click
Note: - Tick the Batch management check box to activate batch management to this material
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Click
Note: - No mandatory entries in Storage 1 and 2
Click
Note: - Maintain the stock removal, stock placement storage type if required in the material master
Maintain storage section if required.
Click
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Click
Click
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Note:- No mandatory entries in Accounting2 view
Click
Note: - Ensure to tick the check boxes . This is related to product costing.
Click
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Note:- No mandatory entries in costing2 view
Click
Click
Message will appear at the bottom
Block Bin
Definition:-
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Storage bin in a warehouse can be blocked from usage.
Let us block few bins from storage.
Prerequisite:-
Bins must be created
Menu Path:-
Logistics Logistics Execution Internal Whse processes Bins and Stock Block LS06 - Storage Bin Selection
Double Click LS06
Enter warehouse number. E.g. IN6
Enter storage type. E.g. 011
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Click
Select the bins as shown
Click to block and to unblock if blocked.
Enter the block and blocking reason
Click
Storage bin will be displayed as shown below
Click
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Bin Stock per material – LX24
Definition:-
This report is used to display the bins and its stock in a given ware house for a given material.
Let us try to look at the report for IN6 and for material TESTWM1.
Prerequisite:-
Stock must be available.
Menu Path:-
Logistics Logistics Execution Internal Whse processes Bins and Stock Display LX24 – Bin Stock per Material
Double click LX24
Enter warehouse number. E.g. IN6Enter Material. E.g. TEST@M1Enter Plant. E.g. IND6
Click
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Note: - By changing layout, many fields can be displayed.
Click till main report screen is reached
Bin Status Report – LX03
Definition:-
This report is used to display the status of bins and its stock in a given ware house.
Let us try to look at the report for IN6 and storage type 001.
Prerequisite:-
TO must exist
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Menu Path:-
Logistics Logistics Execution Internal Whse processes Bins and Stock Display LX03 – Bin Status Report
Double click LX03
Enter warehouse number. E.g. IN6
Click
Note: - More information can be displayed by changing the layout.
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Click to change the display layout
Choose the field from the right side
Click to move it to left side to display
Click
Click to reach the main report screen
Empty Storage Bins – LX01
Definition:-
This report is used to display the list of empty bins in a given ware house along with any blocking reasons. It provides the list for a combination of warehouse and storage type.
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Let us try to look at the report for IN6 and storage type 001.
Prerequisite:-
TO must exist
Menu Path:-
Logistics Logistics Execution Internal Whse processes Bins and Stock Display LX01 – List of Empty Storage bins
Double click LX01
Enter warehouse number. E.g. IN6Enter storage type. E.g. 001
Click
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Click to reach the main report screenEmpty Storage Bins – LS04
Definition:-
This report is used to display the list of empty bins in a given ware house. It provides the list for a combination of warehouse and storage type.
Let us try to look at the report for IN6 and storage type 001.
Prerequisite:-
TO must exist
Menu Path:-
Logistics Logistics Execution Internal Whse processes Bins and Stock Display LS04 – Empty Storage bins
Double click LS04
Enter warehouse number. E.g. IN6Enter storage type. E.g. 001
Click
Double click on the desired bin to look at the details
Click to reach the main report screen
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