Clarification on Recommended Approach to Remove Inventory Before Activating Split Valuation

[nehaa0208]

Hi,

This is for the production system. The client wants to make one product split valuated, which is currently not set up as split.

We can see there is inventory uploaded from go-live and also some open OBDs for movement type 201 (for the WM-managed storage location). I understand that the open OBDs need to be closed — by adjusting the quantity to 0 (which marks picking progress as 100%) and then performing Goods Issue for ‘0’ quantity to close the OBD.

After that, we’ll need to remove the existing inventory. I would like to confirm SAP’s recommended approach for doing this. Should we:

1. Consume the stock to another G/L or cost center and bring it back once the product is made split-valuated,
   or
2. Reverse the 561 material document that was used during the initial upload to avoid inconsistencies and ensure proper tracking in the future?

Please advise on the best practice for this scenario.

Kind regards,
Neha Agarwal

[Chuma]

Hello @nehaa0208 

Avoid posting to a cost centre (201) and refrain from reversing 561 unless the stock still precisely matches the original upload. The proper method below is audit-friendly.

Recommended approach

Transfer stock to temporary material (309), activate split valuation, then move it back to correct valuation types. Keeps everything on the balance sheet and is easy to reverse.  SAP Help Portal-CWM-Goods Movements

About your two options

Recommending against moving 201 to the cost center due to unnecessary P&L impact and a complicated audit trail.

Reverse 561 with 562 → Only if the remaining quantity or value genuinely still represents the original upload and there have been no subsequent movements. Otherwise, it will not reflect the actual situation. SAP Movement Types in SAP Cloud Public Edition

Your OBD closure note

To close the EWM-relevant OBDs, use the Delivery Quantity Adjustment process with code O001 to set the quantity to 0 and complete the delivery. Do not attempt a GI for 0. SAP Support Portal-2659090 - Steps to zero out ODO via process code O001

Let me know if you need further support

With regards

Chuma

[nehaa0208]

Hi Chuma,

[nehaa0208]

Hi Chuma, Thank you for your detailed response. I agree with the above solution. Just to correct in Public cloud to close the OBD we cannot use the note you provided , we have to go to app "Manage outbound delivery orders" click on OBD and go to "items" and click on "Adjust delivery item qty" which automatically makes qty to Zero and picking progress is now 100% but completion status is still "not started" hence we have to do GI for 0 qty to make that status as completed else we cannot change product master.