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Transcript of 233168615 Mm Stocktransferprocessing
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Project PACE Implementation(Salt, Sugar, Agro Sacks, HQ Operations)
Materials ManagementStock Transfer Processing
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Agenda
2
Introduction
Course Overview
Stock Transfer Process Transactional Training
Key Learning Points
Summary
Competency Assessment
Questions & Answers
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3
Agenda
Introduction
Introduction
House Rules
Training Objectives
Course Overview
Stock Transfer Process Transactional Training
Key Learning Points
Summary
Competency Assessment
Questions & Answers
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4
• Name
• SBU
• Role within Dangote
• Role in Project PACE
• Expectations
Introduction
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Training Objectives
The objective of this training session is to provide Dangote staff
with the required SAP knowledge to be able to perform their
roles within the business. This course will enable you to:
• Understand the Stock Transfer process;
• Identify your role within the process;
• Identify any changes (system and process) that will affect how you do
your job once Project PACE goes live;
• Understand key concepts, terminology and sub-processes related to the
Stock Transfer process;
• Perform SAP transactions relevant to your role.
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Agenda
7
Introduction
Course Overview
Project PACE Training Structure
Course Structure
Key Information
Stock Transfer Process Transactional Training
Key Learning Points
Summary
Competency Assessment
Questions & Answers
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Project PACE Training Structure
Project PACE training consists of 3 phases
• This course is the third phase of training: you should have completed theother training activities prior to attending today’s session.
• The third phase of training is facilitated classroom based learning,
supported by:
– Process Training Materials
– Transactional Training Materials
System simulations
Work instructions
– Competency assessments
8
I n t r o d
u c t i o n Introduction to SAP and
Project PACE, and Business
Process overview
S A P
N a v i g a t i o n SAP Navigation Skills
Training P h a s e
4
DetailedProcessTraining
P h a s e
4
Role SpecificTransactionalTraining
P h a s e
4
LearnerCompetency
Assessment
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Course Structure
In this course we will be reviewing the following sub-processes
and related SAP transactions:
o Transfer Postings
o Stock Transfer within Company Code
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Key Information
Stock Transfer Overview
• Useable with different organization units
– Between different stock types
– Between storage locations
– Between plants
• Transfer postings
– No physical stock movement
• Stock transfers
– Usually with physical movement
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Key Information
Stock Transfer Between Plants
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Possible procedures
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Key Information
Stock Transfer Between Plants
Stock transfer leads to value updates in the stock accounts
Valuation Impacts for one Company Code Transfer
• One accounting document is generated• Transfer is valuated at the valuation price of the
material in the issuing plant
Valuation Impacts for Cross Company Code Transfer
• Two accounting documents are generated
• Company-code clearing account is used for the
offsetting entry to the stock posting
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Key Information
Stock Transfer Between Plants
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One- and two-step-procedure
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Key Information
Stock Transfer Between Plants
One-step-procedure
• Goods issue and Stock Transfer are posted in a single document
• Therefore valuation update is with one step• Flow of goods is not track able
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Key Information
Stock Transfer Between Plants
Two step procedure
• Useful for plants which are far away from each other
• Material is removed with movement type 351• Incoming movement is posted with type 101
• Material are in transit between the postings
• Valuation updates take place when material is removed and posted into
transfer stock
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Key Information
Stock Transfer Between Plants
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Agenda
17
Introduction
Course Overview
Stock Transfer Process Transactional Training
• Transfer Postings• Stock Transfer within Company Code
Key Learning Points
Summary
Competency Assessment
Questions & Answers
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18
Stock Transfer Transactions
We will now review each of the sub-processes within the Stock Transfer
process and the relevant SAP transactions.
For each transaction, the instructor will first perform a demonstration and then
you will have the opportunity for hands-on practice in SAP.
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Stock Transfer Transaction TrainingAgenda
Transfer PostingsNew Terminology
Key Concepts, Process & Roles
Rules & Guidelines
System Demonstration & Hands-on Practice
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Stock Transfer Transaction TrainingAgenda
Transfer PostingsNew Terminology
Key Concepts, Process & Roles
Rules & Guidelines
System Demonstration & Hands-on Practice
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New Terminology
SAP Terminology Description
Movement type A movement type is a three-digit identification key
for a goods movement and it controls certain
important functions
The following terminology will be introduced as part of the Project PACE
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Stock Transfer Transaction TrainingAgenda
Transfer PostingsNew Terminology
Key Concepts, Process & Roles
Rules & Guidelines
System Demonstration & Hands-on Practice
St k T f
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Transfers
Quality Inspection toUnrestricted-use
MaterialtoMaterial
Storage Locationto
Storage Location
Plantto
Plant
Transfer PostingsStock Transfers
Stock Transferso
Physical movement of materials.o Transfers can use a one-step or two-step procedure,
or a transport order.
o STO is being used to transfer from one plant toanother. If transfer between agencies/companies, Intercompany transfer will be performed.
o STO can be used with outbound delivery
Stock Transfers Transfer Postings
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Stock Transfer- Stock Transfers vs. Transfer Postings
Transfer Posting
o A change in stock type, or material number.o Generally, no physical movement occurs.
o Commonly used e.g. to transfer QI stock tounrestricted
St k T f
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Stock Transfer
Plant
Storage Location
Plant
Storage Location
Transfer Posting
Quality Inspection
Blocked Stock
Unrestricted Use
Unrestricted Use
Blocked Stock Quality Inspection
Material Material
Stock Type Stock Type
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To
To
To
To
To
To
Stock Transfer
- Stock Transfers vs. Transfer Postings
T f P ti
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Transfer Posting:
Transfer PostingsProcess
Specify Movement Type
Check PO quantity with vendor invoice quantity and click ok button and post
Stock Transfer
Step 1
Step 2
Enter Item details for Supplying Plant
E.g. Material, Quantity, Plant, Storage Location
Step 3
Enter Item details for Receiving Plant
E.g. Quantity Plant, Storage LocationStep 4
T f P ti
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Transfer PostingsRoles
Provide high level description of the role(s) and the triggers
Who
• Store Officer / Manager
– Post Stock Transfer
When
– When a transfer is to be done
St k T f T ti T i i
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Stock Transfer Transaction TrainingAgenda
Transfer PostingsNew Terminology
Key Concepts, Process & Roles
Process Overview
Rules & Guidelines
System Demonstration & Hands-on Practice
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System Demonstration and Hands On Practice
A system demonstration will be performed
for all the below transactions, followed bya hands-on practice of the transaction.
• MIGO_TR Transfer Posting
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St k T f T ti T i i
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Stock Transfer Transaction TrainingAgenda
Transfer Postings
Stock Transfer within Company Code
New Terminology
Key Concepts, Process & Roles
Rules & Guidelines
System Demonstration & Hands-on Practice
Stock Transfer Transaction Training
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Stock Transfer Transaction TrainingAgenda
Transfer Postings
Stock Transfer within Company Code
New Terminology
Key Concepts, Process & Roles
Rules & Guidelines
System Demonstration & Hands-on Practice
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New Terminology
SAP Terminology Description
Movement type A movement type is a three-digit identification key
for a goods movement and it controls certain
important functions
The following terminology will be introduced as part of the Project PACE
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Stock Transfer Transaction Training
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Stock Transfer Transaction TrainingAgenda
Transfer Postings
Stock Transfer within Company Code
New Terminology
Key Concepts, Process & Roles
Rules & Guidelines
System Demonstration & Hands-on Practice
Stock Transfer within Company Code
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Stock Transfer within Company CodeKey Concepts
• Stock Transfer Order needs to be created by the receiving plant specifying the
plant to which the request is made
• Goods Issue is posted by the issuing plant to which the stock transfer order is
directed
• Material must be created in both plants
Stock Transfer within Company Code
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Stock Transfer within Company CodeProcess - Non-Finished Goods
Approve STOPost Goods Issue against
the STO at issuing plant
Create a Stock
Transfer Order (STO)
at receiving plant
Post Goods Receipt against
the STO at Receiving plant
Stock Transfer within Company Code
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Stock Transfer within Company CodeProcess - Finished Goods
Approve STOCreate delivery with
TCODE VL10G
Create a Stock
Transfer Order (STO)
Pick the items to issue and
post goods issue with
TCODE VL02N
Post Good Receipt at
Receiving plant
Stock Transfer within Company Code
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Stock Transfer within Company CodeRoles
Provide high level description of the role(s) and the triggers
Who
• Requesting Officer (at Receiving Plant)
– Create Stock transfer Order
• Issuing Officer (at Supplying Plant)
– Issue goods against Stock transfer order
• Receiving Officer (at Receiving Plant)
– Receive goods against Stock transfer order
When
– Stocks need to be moved from one plant to another within
a company code
Stock Transfer Transaction Training
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Stock Transfer Transaction TrainingAgenda
Transfer Postings
Stock Transfer within Company Code
New Terminology
Key Concepts, Process & Roles
Rules & Guidelines
System Demonstration & Hands-on Practice
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Rules and guidelines are to be observed to ensure the processing of Stock
Transfers for import materials in the system is well managed.
Rules
• Goods Issue is done against Stock transfer Order
Guidelines
• Partial issue can be done against a stock transfer order
Rules & Guidelines
Stock Transfer Transaction Training
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Stock Transfer Transaction TrainingAgenda
Transfer Postings
Stock Transfer within Company Code
New Terminology
Key Concepts, Process & Roles
Rules & Guidelines
System Demonstration & Hands-on Practice
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System Demonstration and Hands On Practice
A system demonstration will be performed
for all the below transactions, followed bya hands-on practice of the transaction.
• ME21N – Create Stock Transfer Order
• ME22N – Change Stock Transfer Order
• ME23N – Change Stock Transfer Order
• MIGO_GI – Goods Issue
• MIGO_GR – Goods Receipt
• VL10G – Create Delivery (Finished
Goods)
• VL02N - Pick the items to issue and post
goods issue (Finished Goods)
• MB5T – Display Stock in Transit
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Key Learning Points
This is a summary of the key learning points of this training session.
• Unlike Stock transfer within a company code, there is No physical Stock movement for
Transfer Posting
• Stock Transfers are usable with different organization units i.e.
• Between different stock types
• Between storage locations
• Between plants
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Agenda
44
Introduction
Course Overview
Stock Transfer Transactional Training
Key Learning Points
Summary
Competency Assessment
Questions & Answers
S
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Summary
S/No Discussion Subjects Done 1 Transfer Postings Y
2 Stock Transfer within Company Code Y
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Agenda
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Introduction
Course Overview
Stock Transfer Transactional Training
Key Learning Points
Summary
Competency Assessment
Questions & Answers
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47Copyright © 2013 Accenture All rights reserved.
Competency Assessment
• All users are now required to complete a Competency Assessment
• Read the Training Exercise Guide provided
• Access to the system and follow the instructions
• Check the results
• Once you have completed the assessment, make sure you call the
facilitator to write your results
• Complete the MCQ document
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Agenda
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Introduction
Course Overview
Stock Transfer Transactional Training
Key Learning Points
Summary
Competency Assessment
Questions & Answers
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Version Control
Sign-off date Business Owner Version
No.
Description / Reason for Change