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SAP Transportation Management (SAP TM) PDF

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SAP Transportation Management (SAP TM) Release 9.1 Support Package 02 CUSTOMER Document Version: 1.0 – May 2014 Copyright © Copyright 2014 SAP AG. All rights reserved. SAP Library document classification: PUBLIC No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP AG and its affiliated companies (“SAP Group”) for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Please see http://www.sap.com/corporate-en/legal/copyright/index.epx#trademark for additional trademark information and notices. (C) SAP AG 2 Icons in Body Text Icon Meaning Caution Example Note Recommendation Syntax Additional icons are used in SAP Library documentation to help you identify different types of information at a glance. For more information, see Help on Help  General Information Classes and Information Classes for Business Information Warehouse on the first page of any version of SAP Library. Typographic Conventions Type Style Description Example text Words or characters quoted from the screen. These include field names, screen titles, pushbuttons labels, menu names, menu paths, and menu options. Cross-references to other documentation. Example text Emphasized words or phrases in body text, graphic titles, and table titles. EXAMPLE TEXT Technical names of system objects. These include report names, program names, transaction codes, table names, and key concepts of a programming language when they are surrounded by body text, for example, SELECT and INCLUDE. Example text Output on the screen. This includes file and directory names and their paths, messages, names of variables and parameters, source text, and names of installation, upgrade and database tools. Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. <Example text> Variable user entry. Angle brackets indicate that you replace these words and characters with appropriate entries to make entries in the system. EXAMPLE TEXT Keys on the keyboard, for example, F2 or ENTER. (C) SAP AG 3 Table of Contents SAP Transportation Management (SAP TM) ................................................................................ 15 Introductory Information ............................................................................................................. 18 Business Functions .................................................................................................................... 19 SAP TM-Specific Enhancements in SCM Basis .................................................................... 20 SAP TM - Localization Brazil .................................................................................................. 23 Master Data ................................................................................................................................ 24 Business Partner .................................................................................................................... 25 Definition of Business Partners........................................................................................... 28 Additional Texts .................................................................................................................. 30 Business Partner Blocking .................................................................................................. 31 Business Partner Determination ......................................................................................... 33 Definition of Carrier Service Codes .................................................................................... 36 Carrier Profile ...................................................................................................................... 37 Definition of Carrier Profiles ............................................................................................ 38 Organizational Management .................................................................................................. 40 Creation of Organizational Models ..................................................................................... 41 Organizational Unit .......................................................................................................... 42 Assigning Employees to Organizational Units ............................................................ 43 Changing of Organizational Models ................................................................................... 44 Workflow in SAP Transportation Management ................................................................... 45 Approval Check ............................................................................................................... 46 Transportation Network .......................................................................................................... 50 Transportation Network Cockpit ......................................................................................... 51 Path Finder ......................................................................................................................... 53 Location .............................................................................................................................. 55 One-Time Location .......................................................................................................... 57 Transshipment Location .................................................................................................. 59 Define Transshipment Location Assignments ............................................................. 60 Examples for the Transshipment Location .................................................................. 61 Definition of Locations ..................................................................................................... 65 Operating Times .......................................................................................................... 67 Deleting Locations ........................................................................................................... 68 Application Logs for Locations ........................................................................................ 70 Use of Change Documents for Locations ....................................................................... 71 Definition of Alternative Location Identifiers .................................................................... 72 Transportation Zone ........................................................................................................... 73 Definition of Transportation Zones .................................................................................. 74 Transportation Zone Hierarchy ....................................................................................... 76 Defining a Transportation Zone Hierarchy .................................................................. 77 Calculation of Geographical Data for a Transportation Zone ......................................... 78 Determination of Locations Within a Transportation Zone .............................................. 79 Transportation Lane ............................................................................................................ 81 Definition of Transportation Lanes .................................................................................. 82 Use of Change Documents for Transportation Lanes .................................................... 84 Distance and Duration Determination (DDD) .................................................................. 85 Lane, Distance, and Duration Determination (LDDD) ..................................................... 86 Schedule ............................................................................................................................. 87 Creating Schedules ......................................................................................................... 91 Manual Creation of Schedules .................................................................................... 92 Uploading of Schedules............................................................................................... 94 Transportation Costs ................................................................................................... 95 Example: Schedules for Sea Traffic ............................................................................ 96 Use of Departure Rules ................................................................................................... 98 Example of the Use of Departure Rules .................................................................... 100 (C) SAP AG 4 Trade Lane........................................................................................................................ 101 Default Route .................................................................................................................... 103 Use of Default Routes in VSR Optimization .................................................................. 104 Transportation Mode ............................................................................................................ 105 Transportation-Mode-Specific Codes ............................................................................... 106 Product ................................................................................................................................. 108 Definition of Products ........................................................................................................ 109 Deleting Products .......................................................................................................... 110 Use of Change Documents for Products .......................................................................... 111 Classification of Goods ......................................................................................................... 112 Example: Classification of Goods ..................................................................................... 114 Equipment Groups and Equipment Types ........................................................................... 116 Definition of Equipment Groups and Equipment Types ................................................... 117 Definition of Resources ........................................................................................................ 118 Classification of Resources .............................................................................................. 120 Resource Types ................................................................................................................ 122 Calendar Resource ....................................................................................................... 123 Vehicle Resource .......................................................................................................... 124 Definition of Means of Transport ............................................................................... 126 Definition of Means-of-Transport Combinations .................................................... 128 Definition of Compartments ....................................................................................... 129 Examples of Compartments .................................................................................. 130 Definition of Dimensions and Units of Measurement ................................................ 134 Handling Resource ........................................................................................................ 136 Driver ............................................................................................................................. 137 Transportation Unit Resource ....................................................................................... 138 Creating, Copying, and Deleting Resources .................................................................... 140 Creating Handling, Vehicle, Calendar, and Transp. Unit Resources ............................ 141 Creating Drivers ............................................................................................................ 143 Copying Resources ....................................................................................................... 144 Copying Resources from Templates ............................................................................. 145 Deleting Resources ....................................................................................................... 147 Definition of Capacity ........................................................................................................ 148 Definition of Capacity Variants ...................................................................................... 149 Specification of Definitions ........................................................................................ 150 Creating Definitions ................................................................................................ 152 Creating Capacity Variants ........................................................................................ 154 Definition of Capacity Profiles ....................................................................................... 155 Determination of the Valid Available Capacity .............................................................. 157 Definition of Availability ..................................................................................................... 159 Definition of Downtimes .................................................................................................... 160 Definition of Qualifications ................................................................................................ 161 Definition of Attached Equipment ..................................................................................... 162 Definition of Physical Properties ....................................................................................... 163 Definition of Grouping Attributes ....................................................................................... 164 Definition of Alternative Names ........................................................................................ 165 Charge Management and Service Product Catalogs ........................................................... 166 Setup of MD for Charge Management and SP Catalogs ................................................. 168 Charge Management Settings for Air Freight ............................................................... 170 Service Product Catalogs .............................................................................................. 174 Condition ....................................................................................................................... 176 Rules and Conditions for Charge Management and SP Catalogs ............................ 178 BRFplus for Charge Management and SP Catalogs ................................................ 180 Calculation Sheet .......................................................................................................... 182 Calculation Sheet Maintenance ................................................................................. 186 Update Calculation Sheet Amounts .......................................................................... 191 (C) SAP AG 5 Charge Types ............................................................................................................ 193 Rate Table ..................................................................................................................... 196 Rate Definition and Maintenance .............................................................................. 199 Creation and Maintenance of Rate Tables Using Microsoft Excel ........................ 206 Rate Categories ..................................................................................................... 208 Background Download of Rate Tables ...................................................................... 210 Update Rates ............................................................................................................. 211 TACT Rates................................................................................................................... 214 TACT Rate Upload .................................................................................................... 216 Scale ............................................................................................................................. 217 Scale Maintenance .................................................................................................... 219 Master Data Cockpit ...................................................................................................... 221 Charge Calculation ........................................................................................................... 223 Standard Charge Calculation ........................................................................................ 227 Calculation Logic ....................................................................................................... 229 Charges Overview ..................................................................................................... 233 Calculation Methods .................................................................................................. 236 Calculation Profiles .................................................................................................... 240 External Agreements ................................................................................................. 242 Agreement and Calculation Sheet Determination ..................................................... 244 Calculation Sheet Determination Based on BP Hierarchy ..................................... 247 Rate Determination .................................................................................................... 249 Through Rates ....................................................................................................... 251 Rate Determination with Partial Information .......................................................... 253 Rate Determination with Scales of Different Dimensions ...................................... 255 Rate Determination Based on Holiday Calendar ................................................... 256 Rate Determination for Direct Shipment of Parcels ............................................... 257 Rate Determination Based on Zone Hierarchy and Postal Codes ........................ 259 Collective Rate Determination ............................................................................... 261 Charge Estimation ..................................................................................................... 262 Cost Pull .................................................................................................................... 264 Rate Split ................................................................................................................... 267 Air Freight Charge Calculation .................................................................................. 269 Air Waybill Direct Cost Pull .................................................................................... 276 Event-Based Charge Calculation .............................................................................. 280 Fuel Surcharge Calculation ....................................................................................... 283 Fuel Surcharge Calculation: Model 1 ..................................................................... 284 Fuel Surcharge Calculation: Model 2 ..................................................................... 287 Waybill Stock Definition ........................................................................................................ 291 Forwarding Order Management ............................................................................................... 293 Forwarding Order ................................................................................................................. 294 Status of a Forwarding Order ........................................................................................... 297 Settings for the Forwarding Order .................................................................................... 301 Creation of a Forwarding Order ........................................................................................ 304 Attributes for Process Control ....................................................................................... 309 Uncontrolled Transportation .......................................................................................... 312 Incoterms in Forwarding Orders ................................................................................... 313 Credit Limit Check ......................................................................................................... 316 Prepayment of Forwarding Orders ................................................................................ 319 Transportation Service Levels ...................................................................................... 321 Editing of a Forwarding Order........................................................................................... 322 Profitability Analysis ...................................................................................................... 326 Confirmation and Completion of a Forwarding Order ....................................................... 330 Creation of a Forwarding Order for Rail Transportation ................................................... 332 Direct Creation of Freight Documents and Selection of Schedules ................................. 335 Forwarding Quotation ........................................................................................................... 338 (C) SAP AG 6 Creation and Editing of a Forwarding Quotation .............................................................. 340 Subsequent Assignment of Forwarding Quotations ......................................................... 343 Creation of Forwarding Order Items or Forwarding Quotation Items ................................... 346 Creation of Quantity, Weight and Volume Data of an Item .............................................. 351 Example for the Creation of Items .................................................................................... 354 Handling Discrepancies .................................................................................................... 355 Determination of the Route .................................................................................................. 357 Air Freight-Specific Consolidation Processes ...................................................................... 363 Back-to-Back Process ...................................................................................................... 365 Direct Shipment ................................................................................................................ 367 Internal Co-Load ............................................................................................................... 370 Interaction Between Organizational Units ............................................................................ 372 Auto-Confirmation Profile .................................................................................................. 375 Coordination Between Customer Service and Gateway Agent ........................................ 376 Building and Printing of House Bills of Lading and House Air Waybills ............................... 378 Nature of Goods ................................................................................................................... 382 Empty Provisioning and Empty Return ................................................................................ 385 Empty Provisioning and Return in Export/Import Processing ........................................... 387 Change Tracking in Forwarding Order Management ........................................................... 389 Processing of Changes and Deletion of Forwarding Orders ................................................ 390 ERP Logistics Integration ......................................................................................................... 392 Configuring Integration of Orders and Deliveries ................................................................. 394 Delivery Profile .................................................................................................................. 398 Scheduling of SAP ERP Sales Orders in SAP TM .............................................................. 399 Sample Process: Creating a Sales Order ......................................................................... 403 Sample Process: Changing a Sales Order ....................................................................... 406 Sample Process: Rescheduling ........................................................................................ 408 Integration of ERP Orders and Deliveries in Transp. Planning ............................................ 410 Integration of ERP Orders ................................................................................................ 413 Order-Based Transportation Requirement .................................................................... 415 Creation of ERP Deliveries from SAP TM ........................................................................ 418 Creation of Delivery Proposals ..................................................................................... 420 Monitoring of Delivery Creation ..................................................................................... 425 Integration of ERP Deliveries............................................................................................ 427 Delivery-Based Transportation Requirement ................................................................ 430 Consumption of Order-Based Transportation Requirements ....................................... 433 Integration of Changed and Deleted ERP Orders and Deliveries .................................... 436 Processing Changed or Deleted Orders from ERP ...................................................... 438 Processing Changed, Deleted, or Split Deliveries from ERP ....................................... 440 Delivery Splits Triggered by SAP ERP ...................................................................... 443 Delivery Splits and Updates Triggered by SAP TM .................................................. 445 Integration with SAP ERP Shipment Processing ................................................................. 448 Shipment Integration Based on Freight Orders ................................................................ 450 Shipment Integration Based on Freight Bookings ............................................................ 454 Shipment-Based Tendering .............................................................................................. 458 Integration with SAP Extended Warehouse Management ................................................... 462 TM-ERP-EWM: Transportation Planning in SAP TM (Order-Based) ............................... 463 TM-ERP-EWM: Transportation Planning in SAP TM (Delivery-Based) ........................... 466 EWM-ERP-TM: Transportation Planning in SAP EWM .................................................... 469 Freight Order Management ...................................................................................................... 471 Freight Order ........................................................................................................................ 473 Creation and Editing of Freight Orders ............................................................................. 476 Manually Creating Freight Orders .................................................................................... 478 Direct Creation of Freight Orders ..................................................................................... 480 Creation of Forwarding Orders from Freight Orders ........................................................ 482 Rail Freight Order ............................................................................................................. 483 (C) SAP AG 7 Rail Transportation ........................................................................................................ 487 Capacities and Utilization in Rail Freight Orders .......................................................... 490 Service Items .................................................................................................................... 492 Transportation Service Levels .......................................................................................... 494 Parcel Shipment ............................................................................................................... 495 Appointment ...................................................................................................................... 498 Scheduling of Freight Orders ............................................................................................ 500 Freight Orders with Non-Linear Stages ............................................................................ 503 External Communication in Overland Transportation ....................................................... 505 Freight Booking .................................................................................................................... 506 Creation and Editing of Freight Bookings ......................................................................... 509 Manually Creating Freight Bookings ................................................................................. 512 Pick-up and Delivery Freight Orders ................................................................................ 514 Freight Orders for Customer Self-Delivery and Pick-Up .................................................. 516 Buyer's Consolidation ....................................................................................................... 518 External Communication in Sea Traffic and Air Traffic ..................................................... 520 Management of Air Freight Bookings for Airlines ............................................................. 521 Air Cargo Security ......................................................................................................... 524 Configuration of Air Cargo Security ........................................................................... 526 Air Cargo Security in Business Document Processing ............................................. 528 Freight Order Security Status .................................................................................... 530 Co-Load......................................................................................................................... 532 Handling Codes ............................................................................................................. 534 Publication of Air Freight Bookings ............................................................................... 535 LCL Freight Bookings ....................................................................................................... 538 FCL Freight Bookings ....................................................................................................... 539 Shipper's Declaration ........................................................................................................ 540 Export/Import Processing ................................................................................................. 542 Export/Import Processing: Internal Communication ..................................................... 545 Export/Import Processing: External Communication (Outbound) ................................. 549 Export/Import Processing: External Communication (Inbound) .................................... 551 Manual Creation of Import Freight Bookings ................................................................ 553 Buyer's Consolidation in Export/Import ......................................................................... 554 Consolidating Orders Using Buyer's Consolidation................................................... 556 Shipper's Consolidation in Export/Import ...................................................................... 558 Consolidating Orders Using Shipper's Consolidation................................................ 560 Transportation Unit ............................................................................................................... 562 Trailer Unit ........................................................................................................................ 563 Creation and Editing of Trailer Units ............................................................................. 565 Trailer Handling During Trailer Swap ............................................................................ 567 Example: Trailer Swap .............................................................................................. 569 Railcar Unit ....................................................................................................................... 571 Container Unit ................................................................................................................... 573 Service Order ....................................................................................................................... 575 Creation and Editing of Service Orders ............................................................................ 577 Creating Service Orders ................................................................................................... 579 Additional Business Document Attributes in FOM ............................................................... 581 Items ................................................................................................................................. 582 Transportation Stops ........................................................................................................ 585 Quantities and Capacities ................................................................................................. 587 Example of Quantity Totaling ........................................................................................ 590 Discrepancies and Events............................................................................................. 592 Quantity Discrepancies.............................................................................................. 593 Other Discrepancies .................................................................................................. 594 Cargo Management .......................................................................................................... 595 Mixed Unit Load Device ................................................................................................ 598 (C) SAP AG 8 Goods Information ............................................................................................................ 599 Carrier Categorization ....................................................................................................... 600 Use of Schedules .............................................................................................................. 602 Use of Seals...................................................................................................................... 604 Use of Hierarchical Views in FOM .................................................................................... 605 Use of Account Numbers .................................................................................................. 607 Statuses of Business Documents ..................................................................................... 608 Explanation of Statuses of Business Documents ......................................................... 614 Automatic Status Updates (Simple Scenario) ............................................................... 629 Automatic Status Updates (Multi-Pickup and Multi-Drop Scenario) ............................. 632 Blocking Information ......................................................................................................... 634 Freight Tendering ................................................................................................................. 635 Basic Settings for Tendering............................................................................................. 637 Tendering Profile ........................................................................................................... 639 Communication Channels in Tendering ........................................................................ 641 Transportation Lanes in Tendering ............................................................................... 643 Change Controller in Tendering .................................................................................... 644 Calculation of Price Limits ............................................................................................. 645 E-mail Processing for Tendering ................................................................................... 646 Carrier Notification Process Management .................................................................... 648 Creation of a Tendering Plan ............................................................................................ 650 Tendering Step .............................................................................................................. 652 Broadcast Tendering ..................................................................................................... 653 Peer-to-Peer Tendering ................................................................................................ 654 Visibility Settings ........................................................................................................... 655 Freight Request for Quotation ....................................................................................... 656 Tendering .......................................................................................................................... 657 Documents and Notifications ........................................................................................ 659 Tendering Alerts ............................................................................................................ 660 Change Handling .......................................................................................................... 661 Acceptance or Rejection of a Freight Request for Quotation ........................................... 662 Evaluation of Freight Quotations ...................................................................................... 664 Update of a Freight Order ............................................................................................. 665 Tendering Execution ......................................................................................................... 666 Building and Printing of House Bills of Lading and House Air Waybills ............................... 667 Nature of Goods ................................................................................................................... 671 Sending of Loading/Unloading Instructions and Receipt of Confirmations .......................... 674 Location Changes ................................................................................................................ 676 Change Tracking .................................................................................................................. 679 Planning ................................................................................................................................... 680 Profiles and Settings ............................................................................................................ 682 Selection Profile ................................................................................................................ 684 Demand Horizon ........................................................................................................... 686 Additional Selection Attributes ...................................................................................... 688 Planning Profile ................................................................................................................. 689 Planning Horizon ........................................................................................................... 692 Planning Costs .............................................................................................................. 694 Cost Function ................................................................................................................ 698 Freight Order Building Rule........................................................................................... 699 Example for the Freight Order Building Rule ............................................................ 700 Capacity Decrease ........................................................................................................... 703 Definition of Decreasing Capacities .............................................................................. 705 Freight Unit Building Rule ................................................................................................. 708 Determination of Freight Unit Building Rules ................................................................ 712 Definition of Dimensions and Units of Measurement .................................................... 713 Incompatibilities ................................................................................................................ 715 (C) SAP AG 9 Definition of Incompatibilities......................................................................................... 718 Creation and Editing of Freight Units ................................................................................... 719 Determination of Freight Unit Building Rules .................................................................... 723 Freight Unit Building Rule ............................................................................................. 724 Freight Unit .................................................................................................................... 728 Transportation Stages and Dates/Times in the Freight Unit ..................................... 730 Interaction Between Organizational Units ................................................................. 731 Consideration of Equipment Data During FU Creation .................................................... 734 Statuses of Business Documents ..................................................................................... 736 Explanation of Statuses of Business Documents ......................................................... 742 Blocking Information ......................................................................................................... 757 Time Windows .................................................................................................................. 758 Delivery Window ........................................................................................................... 760 Definition of Delivery Windows...................................................................................... 763 Definition of a Condition for Time Windows .................................................................. 771 Change Tracking .............................................................................................................. 773 Interactive Planning .............................................................................................................. 774 Use of Profile and Layout Sets ......................................................................................... 777 Selection Attributes for Transportation Cockpit ................................................................ 780 Use of Hierarchical Views ................................................................................................. 781 Command Line Planning .................................................................................................. 783 Manual Planning ............................................................................................................... 785 Creation of Freight Documents from Freight Units ....................................................... 788 Creation of Freight Documents from Resources........................................................... 789 Assignment of Freight Units to Existing Freight Documents ......................................... 791 Reassignment ............................................................................................................... 792 Reassignment Activities ............................................................................................ 794 Rough-Cut Planning ...................................................................................................... 802 Freight Document Overview.......................................................................................... 803 Freight-Unit Stage Groups ............................................................................................ 804 VSR Optimization ............................................................................................................. 806 Optimization Data .......................................................................................................... 809 Total Costs .................................................................................................................... 810 Initial Solution ................................................................................................................ 811 Constraints for VSR Optimization ................................................................................. 812 Explanation Tool ........................................................................................................... 815 Incremental Planning .................................................................................................... 817 Scheduling..................................................................................................................... 819 Consideration of Scheduling Constraints .................................................................. 822 Load Planning ................................................................................................................... 825 Master Data in Load Planning ....................................................................................... 827 Automatic Load Planning .............................................................................................. 831 Rules in Automatic Load Planning ................................................................................ 833 Load Planning Rules Independent of the Resource Type......................................... 839 Rules for the Load Planning of Box Trucks ............................................................... 842 Rules for the Load Planning of Trailers ..................................................................... 844 Rules for the Load Planning of Upper Decks ............................................................ 849 Load Plan ...................................................................................................................... 855 Determination of Direct Shipment Options ....................................................................... 856 Parallel Planning ............................................................................................................... 860 Generation of Transportation Proposals ........................................................................... 861 Carrier Selection ............................................................................................................... 863 Strategies ...................................................................................................................... 866 Strategy Determination .............................................................................................. 868 Continuous Move .......................................................................................................... 869 Cost Calculation for Continuous Moves .................................................................... 871 (C) SAP AG 10

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