Transfer Requirement - SAP WM

Definition
This is a document that serves to plan goods movements using the Warehouse Management System (WMS). By differentiating between the planning and execution of a goods movement, you can recognize immediately whether a goods movement needs to be still executed (transfer requirement is open), is currently being executed (transfer order is created), or is completed (transfer order is confirmed).

Use
On the one hand, transfer requirements are used to pass on information on goods movements that are posted in Inventory Management (MM-IM) to the Warehouse Management System (WMS). You can, however, also use transfer requirements for the following purposes:

  • To initiate goods movements in WMS
  • To initiate material replenishment for production storage bins in the production supply areas using the Production Planning (PP) component
  • To call up transfer requirement reports in order to get an overview of all pending goods movements

On the basis of existing transfer requirements, the Warehouse Management System creates transfer orders, which, in turn, serve to execute the physical goods movements in the warehouse.The system updates the transfer requirement:

  • When you create, confirm or cancel a transfer order
  • When you cancel a goods receipt or goods issue posting in Inventory Management (MM-IM) before the respective transfer order was generated in the Warehouse Management System (WMS).

In this case, the system automatically reduces the transfer requirement quantity by the quantity to be canceled, or it deletes the transfer requirement altogether if the entire requirement quantity is to be canceled.

Structure
A transfer requirement consists of a transfer requirement header with general information and one or several transfer requirement items with material information. The transfer requirement contains all the necessary information on a planned goods movement.

  • What should be moved?
  • Which quantity should be moved?
  • When should it be moved?
    The planning date is important for further automatic processing.
  • Which transfer type is the basis of the goods movement?
  • Each goods movement in the warehouse is classified by a transfer type indicator. This key differentiates between:

    • A stock putaway
    • A stock pick
    • A stock transfer
  • Why is it to be moved?
    Was the transfer order created as a result of a purchase order or a production order, or was it created manually?

Creating Transfer Requirements
Use
Stock movements are planned and triggered via the transfer requirement. Transfer requirements form the basis for creation of transfer orders that are used to carry out physical goods movements.

Features
You can create transfer requirements

  • Automatically by posting a goods movement in Inventory Management
  • Automatically by requesting materials using the Production Planning system
  • Manually using WM

You can create transfer requirements with or without reference to other system documents. You can create a transfer requirement

Transfer-Requirements

Transfer requirement updates
A transfer requirement is updated by the system

  • When you create, confirm or cancel a transfer order
  • Once you have confirmed the corresponding transfer order, the system updates the field for the open transfer order items in the transfer requirement. When the entire quantity of a transfer requirement has been processed by a transfer order, that is, all items have been processed, the system sets the Header status to E, meaning that the transfer requirement is completed.

  • When you cancel a goods receipt posting or a goods issue posting in Inventory Management
  • Sometimes when a goods receipt or goods issue posting is canceled in IM, an open transfer requirement exists for the quantity being canceled. This can happen if the goods have not yet been transferred in WM, that is, a transfer order has not been created. In this case, the system automatically determines if a corresponding transfer requirement exists. If it finds one, the system reduces the quantity in the transfer requirement by the quantity being canceled or deletes the transfer requirement if the entire quantity is to be canceled.

Example
Creating a transfer requirement in IM
A purchase order for material MATL1 is created in the Materials Management (MM) system. At a later time, the material MATL1 is received. When the material is received, you post goods receipt in IM. In this case, IM automatically creates a transfer requirement and updates both IM and WM data about the material. The quantity of the goods received is located at the goods receipt interim storage area, also known as the receiving area. Subsequently, the quantity of the goods is moved from the receiving area into the warehouse. The physical movement is carried out with a transfer order, which is created by the system using information contained in the transfer requirement.

Manual transfer requirement generation
A work center in the production department needs a quantity of an overhead costs material. In this case, the user manually creates a transfer requirement in WM. Subsequently, the quantity of the required material is moved from the warehouse to the goods issue interim storage area, also known as the distribution area. The physical movement is carried out with a transfer order, which is created by the system using information contained in the transfer requirement.

Creating Transfer Requirements
Use
Stock movements are planned and triggered via the transfer requirement. Transfer requirements form the basis for creation of transfer orders that are used to carry out physical goods movements.

Prerequisites
There are two ways of setting up the automaticcreation of a transfer requirement:

  1. Set the transfer requirement indicator (TR) in the table that links the reference movement types and the WM warehouse movement types. For more information, refer to the Implementation Guide (IMG) for Warehouse Management. (define movement types: Warehouse Management->Interfaces->Inventory Management->Define Movement Types)
  2. Set the Transfer requirement indicator on the initial screen for posting goods receipts and goods issues in IM.

Procedure
Normally, transfer requirements are created automatically. To set up this function, you will need to make the IMG customizing settings described above. For goods movements such as internal movements you can also create transfer requirements within WM manually. The following cases, for example, allow for manual creation of transfer requirements:

  • Goods issue for a cost center
  • Manual supplies to production supply areas for pick parts
  • Replenishment for fixed bins in WM
  1. Choose Logistics Logistics Execution Internal Warehouse Processes Transfer Requirement Create from the SAP menu.
  2. Enter a warehouse number and a movement type.
  3. Depending on the movement type, you may need to enter a requirement tracking number. The requirement tracking number is the number of the entity (document, cost center, ...) that caused the goods movement, such as a purchase order number or a cost center number. The system uses the number you enter to build the dynamic coordinate for the interim storage area, if a movement type has been defined for that purpose.

  4. From the initial screen, you have several options.
  5. - To enter general information about the transfer requirement, choose Goto Header.
    - To enter information about an individual transfer requirement item, choose Goto New item.
    - To enter information for several items in the transfer requirement, choose ENTER or Goto Input list.

    The fields displayed, as well as their contents, depend on the movement type you entered on the initial screen. In the first section of the screen, the system displays the data that you entered on the initial screen. Based on the characteristics defined for the movement type, the system displays the source or destination storage type. Furthermore, the coordinates for the storage bin in the interim storage area have been predefined.

  6. As a minimum, enter the material number and the amount of the material to be transferred. To save the data and create the transfer requirement, choose Transfer requirement Post.
  7. The system returns to the initial screen with the message that the transfer requirement was created. The system also displays the transfer requirement number.

Processing Transfer Requirements
Use
On the basis of existing transfer requirements, the Warehouse Management System (WMS) creates transfer orders for executing the physical goods movements in the warehouse.

Procedure
Displaying a transfer requirement

  1. Choose Logistics Logistics Execution Internal Warehouse Processes Transfer Requirement Display and one of the display types from the SAP menu.
  2. Enter your selection criteria and choose ENTER. The system displays a list of all transfer requirements that meet the selection criteria. Choose Processing status for information about the transfer order.

Changing a transfer requirement
To change a transfer requirement or transfer requirement item:

  1. Choose Logistics Logistics Execution Internal Warehouse Processes Transfer Requirement Change from the SAP menu.
  2. Enter the warehouse number and the transfer requirement number.
  3. Select the appropriate menu functions to access the screen for changing information in either the transfer requirement header or in an item.

  4. Save the changes.

Deleting a transfer requirement
You can delete a transfer requirement if

  • no transfer order has been created (the status of the transfer requirement is "open")
  • - OR -

  • the transfer order created for the transfer requirement has been confirmed (the status of the transfer requirement is "completed")

After you have deleted all the items for a transfer requirement, the system automatically deletes the rest of the transfer requirement record. You can also delete the entire transfer requirement from the header. The same conditions as those mentioned above apply for this action.

To delete a transfer requirement item or a transfer requirement:

  1. Choose Logistics Logistics Execution Internal Warehouse Processes TransferRequirement Change from the SAP menu.
  2. Enter the warehouse number and the transfer requirement number. You can also enter the number of the item you want to delete.
    From the initial screen, you have several options.
    - To delete a transfer requirement, access the header screen by selecting Header.
    Then choose Transfer Requirement Delete from the Change Header menu bar.
    - To delete one or more transfer requirement items, choose List of changes to access the screen where all the items are listed.
  3. Choose Enter.
    The system displays a list of all transfer requirement items.
    - Select the items that you want to delete in the D column. To delete the items, choose
    Enter.
    - You can also access a list of all transfer requirement items by choosing Item overview. Select the item to be deleted (for example, by moving the cursor to theitem) from the list and choose Edit Delete item from the menu bar.
    Regardless of the option you have chosen, the system displays a confirmation window.
  4. To confirm the deletion, choose Yes.
  5. If you have selected several items, the system displays a confirmation window for each item. If the item is the only one in the transfer requirement, the system displays another window in which you confirm that you want to delete the transfer requirement.

Analyzing stock processed for TRs
There is an evaluation report available for transfer requirements. This evaluation report shows the percentage of quantities processed for each transfer requirement.

  1. Choose Logistics Logistics Execution Information System Warehouse Transfer Requirement Document Overview from the SAP menu.
  2. As a minimum, you must enter the warehouse number on the selection screen. You can enter an individual transfer requirement number or a range of transfer requirement numbers or you can limit the selection to transfer requirements that are either open, partially transferred, or completed. After you have entered these additional selection criteria, choose Program Execute to display the report online or Program Execute and Print to both execute and print the report. The system displays or prints the list of selected transfer requirements.

Example
Creating transfer orders online You may want to display all transfer requirements for materials in a specific storage type, such as the interim storage area for goods receipt, so that you can create transfer orders to transfer the goods into the warehouse.

For each transfer requirement that you select, the system goes to the overview screen for creating transfer orders for transfer requirements. To continue processing, choose Transfer order Post. If you selected more than one transfer requirement, the system displays the next transfer requirement for processing. Otherwise, the system returns to the list display screen. In both cases, the system displays a message that a transfer order was created. The system also displays the transfer order number. The system marks all transfer requirements that were successfully processed with an asterisk ( * ) on the list display screen.


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