Stock Transfers in S4 HANA2023 and above

Intra-Company & Inter-Company Stock Transfers: A Comprehensive Guide

Understanding stock transfers is crucial for efficient warehouse management and supply chain operations. This guide breaks down both intra-company stock transfers and inter-company stock transfers, offering a detailed, step-by-step approach to setting them up.

What is an Intra-Company Stock Transfer?

An intra-company stock transfer occurs when transferring stock between two plants that belong to the same company code. This streamlined process simplifies internal logistics.

Key Setup Steps for Intra-Company Stock Transfers:

1. Define Plants: First, you need to define the two plants involved in the transfer.
2. Assign to Company Code: Assign both plants to the same company code. This is a fundamental requirement for intra-company transfers.
3. Create Purchase Organization: Establish a purchase organization for either the receiving or ordering plant.
4. Assign Purchase Organization: Assign the created purchase organization to the company code and/or the receiving plant.
5. Create Vendor: Create a vendor using the purchase organization and company code business partner concept. Important: When creating or modifying the vendor, assign the supplying plant in the "Add Purchase Data" section.
6. Create Customer: Create a customer using the business partner concept in the supplying sales area.
7. Shipping Point Determination: Configure shipping point determination for the supplying plant.
8. Create Material: Create the material in both the supplying and receiving plants.
9. Stock Transfer Settings: Configure the stock transfer settings.
   • Define Shipping Data: For the supplying plant, assign the supplying sales area and assign the customer to the receiving plant.
   • Assign Delivery Type & Checking Rule: Define the appropriate delivery type and checking rule for the transfer.
   • One-Step or Two-Step Setting: Configure the supplying plant and receiving plant settings as either a one-step or two-step process.

What is an Inter-Company Stock Transfer?

An inter-company stock transfer involves transferring stock between two plants associated with different company codes. This requires careful setup due to the cross-company nature of the transaction.

Key Setup Steps for Inter-Company Stock Transfers:

1. Define Plants: Define the two plants involved in the transfer.
2. Assign to Unique Company Codes: Assign both plants to individual, unique company codes.
3. Create Purchase Organization: Create a purchase organization for either the receiving or ordering plant.
4. Assign Purchase Organization: Assign the purchase organization to the respective company code and/or the receiving plant.
5. Create Vendor: Create a vendor using the purchase organization and company code business partner concept. Important: When creating or modifying the vendor, assign the supplying plant in the "Add Purchase Data" section.
6. Create Customer: Create a customer in the supplying sales area.
7. Shipping Point Determination: Configure shipping point determination for the supplying plant.
8. Create Material: Create the material in both the supplying and receiving plants.
9. Stock Transfer Settings: Configure the stock transfer settings.
   • Define Shipping Data: For the supplying plant, assign the supplying sales area and assign the customer to the receiving plant.
   • Assign Delivery Type & Checking Rule: Define the appropriate delivery type and checking rule for the transfer.
   • One-Step or Two-Step Setting: Configure the supplying plant and receiving plant settings as either a one-step or two-step process.
10. ICAA01 Configuration: Configure ICAA01, using the supplying sales area, document pricing procedure, and customer pricing procedure. The formula is: salesarea+n+1=icaaa01. Further details on stock transfer and intercompany sales can be found in the system documentation.

Important Considerations:

• New Process Scenarios: The system now supports new process scenarios for stock transfers.
• Detailed Information: For more in-depth information, consult the system documentation for stock transfer and intercompany sales processes.