In the last couple of months I was working on many incidents where the customer could not tell why the system determines a certain storage location in delivery documents. Since storage location is an important parameter (especially in availability check) it is important to know the relevant customizing settings and their effects, so I've decided to collect and share the most important information on the topic.
In the standard ERP system, in order to have a storage location determination in outbound deliveries:
- storage location determination must be activated for the relevant delivery item category in transaction 0VLP
- AND a determination rule must be assigned for the relevant delivery type in SPRO → Logistics Execution → Shipping → Picking → Determine Picking Location → Define Rules for Picking Location Determination.
There are three standard determination rules that can be used: MALA, RETA, and MARE.
Let's take a closer look on the above mentioned rules.
In case of rule MALA, the system determines a storage location based on:
- the shipping point,
- the delivering plant,
- and the storage condition.
The shipping point and the plant are very straightforward, these data are (mostly) copied from the predecessor document (for which the delivery note is being created). The storage condition can be maintained in the material master, on the 'Plant data / stor. 1' tab.
Please be aware that the 'Plant data / stor. 1' tab will not be accessible until you specify the plant AND the storage location when entering transaction MM02.
Storage conditions can be created under SPRO → Logistics Execution → Shipping → Picking → Determine Picking Location → Define Storage Conditions.
In case of rule RETA, the system determines a storage location based on:
- the delivering plant,
- the situation,
- and the storage condition.
The situation can be assigned under SPRO → Logistics Execution → Shipping → Picking → Determine Picking Location → Storage Location Determination with Situation.
If you want to define a new situation, you can do so under SPRO → Logistics Execution → Shipping → Picking → Determine Picking Location → Define Situations.
In case of rule MARE, the system chooses rule MALA first, and if the predetermined storage location cannot be applied (like for instance the respective material is not created / maintained for the concerned storage location, or there is no storage location determined in transaction OVL3), it switches to rule RETA. If there is no storage location maintained for the combination of plant / situation / storage condition, storage location determination will not give back any storage location and the delivery document will be created without this parameter.
Please note that if the predecessor document already contains a storage location, this storage location will simply be copied into the delivery document, so storage location determination will not be carried out.