SAP POD 在途库存 SIT

Customer Delivery – Stock in Transit

(EHP5 – LOG_MM_SIT functionality)

Introduction

Enhancement

package

5

for

Procurement

business

function

“LOG_MM_SIT”

allow

to

control

goods

movements

both

for

sales

to

external

customers

and

for

stock

transfer

processes between plants belonging to the same or different company codes within the same

company. Using valuated stock in transit and new movement types, we can specify the time of

the transfer of title precisely. Throughout the process, material quantities and material values

are recorded transparently and can be displayed

in the stock overview, the purchase order

history,

and

the

individual

stock

accounts.

The

functions

are

also

available

for

the

corresponding intra-company-code and cross-company-code return stock transfers.

This document covers the customer delivery with transfer of title at customer location. The

customer deliveries

with

valuated stock in transit,

is

used to pin

point the exact time of the

transfer of title. The transfer of title depends on the delivery type. The system determines this

based

on

the

sales

document

type.

The

system

finds

the

item

categories

and

thereby

the

corresponding schedule line categories, using Customizing for item category determination in

the

delivery.

The

process

is

controlled

by

the

movement

types

that

are

assigned

to

the

respective schedule line categories.

Client Requirement

The requirement for our project was to recognize the COGS & Sales revenue at the same

time based on the Incoterms. Incoterms were divided into two categories as

‘Immediate

Risk

transfer’

&

‘Delayed

risk

transfer’

.

ICC

Incoterms

like

EXW

&

FCA

were

classified

as

immediate risk transfer as the risk transfer lies with

‘Buyer’

once the Goods are loaded onto

carrier from plant. The other incoterms like FOB, CPT, CIF, etc.. were classified are Incoterms

with Delayed Risk Transfer.

Based on the Delayed Risk Transfer Incoterms, the item category in the sales order would

get

determined.

This

was

one

of

the

key

developments

of

the

project.

Based

on

the

item

category the posting to COGS / SiT account would happen at the time of PGI.

The

Requested

delivery

date

would

be

maintained

by

the

Customer

Service

Representative while processing the Sales Order. Based on the

RDD

&

route

information

in

the

sales

order,

the

PoD

is

carried

out

through

a

program

scheduled automatically.

Features of Business Function LOG_MM_SIT

Business

Function

LOG_MM_SIT

covers

below

business

processes.

In

the

following

processes, valuated stock in transit specifies the exact time of the transfer of title.

?

?

?

Intra

Company

Code

Stock

Transfer: Transfer

of

title

at

goods

issue

/

goods

receipt / during transit.

Cross

Company

Code

Stock

Transfer: Transfer

of

title

at

goods

issue

/

goods

receipt / during transit.

Delivery with transfer of title at the customer location.

In

a

cross-company-code

or

intra-company-code

stock

transfer,

valuated

stock

in

transit

allows you to retain the quantity and value of a material that has already left the issuing plant

but

has

not

yet

reached

the

receiving

plant.

The

functions

are

also

available

for

the

corresponding

intra-company- code

and

cross-company-code

return

stock

transfers.

In

addition, in sales processes to external customers, you can post the quantity and value of a

material to issuing valuated stock in transit initially and then remove it when proof of delivery

arrives.

Pre-Requisites

A. SD Customizing requirments:

i. Defining new Sales Order Type

IMG Menu path:

IMG

–

> Sales and Distribution

–

> Sales

–

> Sales Documents

–

> Sales

Document Header

–

> Define Sales Document Types

Create

the

new

sales

document

type

Delivery

from

Issuing

Valuated

Stock

in

Transit

(ORNC) as a copy of the sales document type Standard Order

(TA/OR).

ii. Defining new Delivery Type

IMG

Menu

path:

IMG

–

>

Logistics

Execution

–

> Shipping

–

> Deliveries

–

> Define

Delivery

Types

Create New Delivery Type (NCCU

–

Delivery from Issuing Valuated Stock in Transit) for

the process Outbound Delivery with Transfer of Title at Customer Location.

Note: Creating a new order type/delivery types are optional. You can use the existing

order types & assign the item category for this functionality to work.

iii. Assigning the New Delivery Type to New Sales Order Type

IMG Menu path:

IMG

–

> Sales and Distribution

–

> Sales

–

> Sales Documents

–

> Sales

Document Header

–

> Define Sales Document Types

In the Shipping section of the detail view, assign the appropriate delivery type, NCCU to

the

sales

document

type

Outbound

Delivery

from

Issuing

Valuated

Stock

in

Transit

(ORNC).

iv. Defining new Item Categories

IMG Menu path: IMG

–

> Sales and Distribution

–

> Sales

–

> Sales Documents

–

> Sales

Document item

–

> Define Item Categories

For

this

solution,

the

item

category

is

important

configuration.

Item

category

is

assigned

to

schedule

line

category

which

has

movement

type.

We

can

define

new

item categories or use the existing item categories as per the

client’s

requirement. But it

has to be ensured that proper schedule line

category is determined.

Ensure that the new item category Delivery from Issuing Valuated Stock in Transit (NCCU)

has been created as a copy of the item category

Standard Item (TAN).

v. Defining Item Categories in Deliveries

IMG

Menu

path:

IMG

–

>

Logistics

Execution

–

>

Shipping

–

>

Deliveries

–

>

Define

Item

Category Determination in Deliveries

When the item category is copied from reference & if made relevant for copy control i.e.,

“Is

this entry also relevant for copying

control?”

–

If yes, then the delivery item category will be

created, else define delivery item category manually.

Ensure that for all entries with delivery type Outbound Delivery (LF), a copy has been

created and altered as follows:

Delivery

type

LF

has

been

changed

for

each

entry

to

delivery

type

Delivery

from

Issuing Valuated Stock in Transit (NCCU).

Item category Standard Item (TAN) has been changed for each entry to item category

Delivery from Issuing Valuated SiT (NCCU).

vi. Defining Schedule Line categories

IMG

Menu

path: IMG

–

>

Sales

and

Distribution

–

>

Sales

–

>

Sales

Documents

–

>

Sales Document item

–

> Define Item Categories

One

of

the

important

configurations

of

this

solution

is

defining

the

Schedule

line

category. When you define the schedule line category, you see

the

changes in the

screen with addition of fields MvT Iss. Val. SiT & Spec. Iss. Val. SiT. Ensure that for the

process

Outbound

Delivery

from

Issuing

Valuated

Stock

in

Transit

the

new

schedule line category NU has been created as a copy of schedule line category Material

Requirements Planning

(CP),

detailed data:

Movement type = 687 (Goods Delivery to Issuing Valuated Stock in Transit)

Movement Type for Issuing Valuated Stock in Transit = 601 (Goods Issue for Delivery)

Specification for Issuing Valuated Stock in Transit = 3 (Sales-Order-Related Goods

Issue from Issuing Valuated Stock in Transit).

vii. Assigning New Schedule Line Categories to the New Item Category

IMG

Menu

path:

IMG

–

>

Sales

and

Distribution

–

>

Sales

–

>

Sales

Documents

–

>

Schedule Lines

–

> Define Schedule Line

Categories

Ensure that a new entry has been created as a copy of the entry with item category

Standard Item (TAN) and schedule line category Material

Requirements

Planning (CP) with the following changes:

Item category TAN has been changed to item category Delivery from Issuing Valuated

Stock in Transit (NCCU).

Schedule

line

category

CP

has

been

changed

to

schedule

line

category

Delivery

from Issuing Valuated Stock in Transit (NU).

viii. Assigning New Item Categories to the Sales Document type

IMG Menu path: IMG

–

> Sales and Distribution

–

> Sales

–

> Sales Documents

–

> Sales

Document item

–

> Assign Item Categories

Normally when the Sales Order type OR is copied & item category is copied from TAN

all the related settings are copied & the assignment will take

place. In case, if

the item category is created newly without any reference, then maintain the assignment to

the Order Type.

ix. Assign PoD relevance to the Delivery Item Category

IMG Menu path: IMG

–

> Logistics Execution

–

> Shipping

–

> Deliveries

–

> Proof of

Delivery

–

> Set POD-Relevance Depending on Delivery Item

Category

Maintain the POD relevance for the delivery item categories which are created.

B. MM & FI Customizing requirments:

i. Create G/L account

The

necessary

G/L

accounts

has

to

be

created

by

FI

team

for

posting

of

the

Stock

in

Transit Account.

ii. Define Valuation Class

IMG Menu path: IMG

–

>Materials Management

–

>Valuation and Account assignment

–

>

Account Determination

–

> Account determination without wizard

–

>Define Valuation classes

The

valuation

class

is

a

group

of

materials

with

the

same

account

determination.

If

a

transaction

is

to

be

posted

to

different accounts

depending

on

the valuation

class.

The

valuation classes allowed depend on the material type. Several valuation classes are generally

allowed for one material type. A valuation class can also be allowed for several material types.

The

link

between

the

valuation

classes

and

the

material

types

is

set

up

via

the

account

category reference.

iii. Automatic Postings

–

BSX & GBB

IMG Menu path: IMG

–

>Materials Management

–

>Valuation and Account assignment

–

>

Account

Determination

–

>Account

determination

without

wizard

–

>Configure

Automatic

Postings

These settings are required for automatic posting of the Stock in Transit account & the

Cost of Goods Sold at the time of PGI & POD respectively.

C. Master Data requirments:

i. Customer Master

The Customer Master Data has to have the PoD relevance for this solution. This can

be

maintained

by

using

Transaction

Code

XD02

/

VD02.

Go

to the

Sales

Area

Data,