Domestic Outbound Transportation: Test Case · PDF filechecks in either ATP or GATP, plans and executes the transportation in SAP Transportation Management (SAP TM),

Test Case Description CUSTOMER

SAP TM 9.5 SP002017-11-30

Domestic Outbound Transportation: Test Case

Content

1 Domestic Outbound Transportation: Test Case. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

2 Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72.1 User-Specific Customizing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72.2 Master Data and Organizational Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .72.3 Roles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82.4 User for SAP TM Collaboration Portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

3 Process Overview Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

4 Process Steps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124.1 Sales Order Processing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124.2 Manage Transportation Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Creating or Updating Order-Based Transportation Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . .15Creating Delivery-Based Transportation Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

4.3 Planning Freight and Selecting Carriers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Performing Automatic or Manual Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Optimizing Truck Load using the Gantt Chart (Optional). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Reviewing Planning Output. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Triggering Delivery Creation (Optional). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

4.4 Tender Freight. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Create RFQ (Request for Quotation). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Reject RFQ (Request for Quotation). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Accept RFQ (Request for Quotation). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23Award Freight Quotation and Send Freight Order to Carrier. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

4.5 Execute and Monitor Freight. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Checking the Status of Freight Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26Loading Freight Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Arranging and Printing Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Monitoring the Freight Order in Transit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Handling Exceptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Delivering the Load. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Setting the Status of Freight Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

4.6 Settle Freight Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Retrieving Freight Orders or Bookings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Creating a Freight Settlement Document. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Transferring Freight Settlement Documents to SAP ERP. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33Monitoring Invoice Verification (Optional). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

2 C U S T O M E RDomestic Outbound Transportation: Test Case

Content

Reviewing Freight Cost Allocation Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

5 Strategic Freight Procurement. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365.1 Analyzing Historical Data for Carriers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .375.2 Creating Master Requests for Quotations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .385.3 Approving Master Requests for Quotations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .415.4 Creating Individual Carrier Requests for Quotation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 415.5 Sending Requests for Quotation to Carriers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 425.6 Receiving Responses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 425.7 Evaluating Responses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 435.8 Creating Freight Agreements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Domestic Outbound Transportation: Test CaseContent C U S T O M E R 3

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1 Domestic Outbound Transportation: Test Case

This business scenario can be used by a shipper that wants to manage domestic outbound freight. The shipper is a manufacturer and distributes products through its network of plants, distribution centers, and third party warehouse operations. The shipper has a logistics organization that is responsible for the timely, cost effective, and efficient transportation of products between and from the shipper’s facilities and to the end customer. The shipper receives the order electronically or manually through ERP Sales and Distribution, performs availability checks in either ATP or GATP, plans and executes the transportation in SAP Transportation Management (SAP TM), and calculates freight costs in SAP TM before sending them to SAP ERP for payment.

The main features of the Domestic Outbound Transportation scenario are described as follows:

● By seamlessly integrating SAP ERP orders and SAP TM planning processes, once a sales order or delivery is created in SAP ERP, it can be automatically transferred to SAP TM and saved as a transportation requirement. SAP TM provides the necessary transparency to determine the order requirements such as times and shipping conditions, as well as product, geographical, and customer requirements.

● In the planning center of SAP TM, the transport planner can plan loads across orders based on specific user filters. This process can be either interactive or automatic. Various transportation methods can be evaluated to determine the most effective options based on cost and service.

● The carrier is determined during the load planning step or in a separate step based on costs. Several carriers may be available and SAP TM chooses one based on previously defined criteria before tendering the freight order (FOR) to the carrier.

● The tendering process is based on a cascading peer-to-peer option. This means that if a carrier rejects a tender, it is automatically tendered to the next carrier. Allocations are updated based on the assignment to the transportation order (TOR) once a carrier accepts the TOR.

● SAP Event Management is used to track and trace the transport.

The following optional features are not included in the scenario or this test case description:

● There are two other strategies available for carrier selection – priority and business share. These can work in conjunction with or independently of costs (business share).

● Broadcast tendering is not included in this scenario.● With the integration of SAP TM and SAP Environment, Health, and Safety (EH&S), dangerous goods

information can be accessed directly in transportation documents. Dangerous goods checks (such as mixed loading checks and maximal quantity checks) can be performed during freight unit building and load consolidation, as well as when checking consistency between different transportation documents. Transport-relevant dangerous goods information can be printed along with shipping instructions.

SAP Transportation Charge Management (TCM) calculates the transportation charges and transfers them to SAP ERP using the Supplier Freight Invoice Request processing component to create the purchase order (PO) and associated service entry sheet (SES). The PO is used to establish the accruals against which the carrier is paid.

Domestic Outbound Transportation: Test CaseDomestic Outbound Transportation: Test Case C U S T O M E R 5

Variant 1

The Domestic Outbound Transportation scenario description contains a variant of the standard procedure known as Domestic Outbound Transportation with Cost Distribution. If you use this variant, the procedures differ to the standard procedures and are described separately in the relevant sections.


Domestic Outbound Transportation: Test Case

2 Prerequisites

Before you start to conduct this test case, you must complete the following tasks:

● Configure your user data (see User-Specific Customizing [page 7])● Set up your master data and organizational data (see Master Data and Organizational Data [page 7])● Configure your roles (see Roles [page 8])

2.1 User-Specific Customizing

SAP Event Management Setup

Ensure that you setup your user according to the Assigning User to Web Transactions details in the Integration of SAP Event Management guide. You can access the guide in SAP Solution Manager by choosing Solutions/Applications SAP Transportation Management Configuration Structures Basic Settings for SAP TM <release>

Integration of SAP Event Management .

Invoice Integration

Ensure that your user profile contains the parameter TM_INVOICE_CLERK (with an initial value).

2.2 Master Data and Organizational Data

Master and organizational data is created in your SAP ERP system during the implementation phase. This data reflects the organizational structure of your company; master data focuses on operations, for example, master data for materials, vendors, and customers. The business process is enabled with this organization-specific master data.

NoteYou can also use customized values for any material or organizational data for which you have created master data.

Domestic Outbound Transportation: Test CasePrerequisites C U S T O M E R 7

Use the following master data in the process steps described in this document:

Table 1:

Master and Organizational Data Value

Material DOT-PROD-01

Sold-to party DOT-CU-01 to DOT-CU-20

Ship-to party DOT-CU-01 to DOT-CU-20

Payer

Plant 3100

Storage Location 0001

Shipping Point 3100

Sales organization 3000

Distribution channel 10

Division 00

Company Code 3000

2.3 Roles

You must assign the following roles to the users who are to test this scenario.

SAP Transportation Management

Table 2:

Business Role Technical Name

Customer Service Agent /SCMTMS/CUSTOMER_SERVICE_AGENT

Transportation Planner /SCMTMS/PLANNER

Dispatcher /SCMTMS/DISPATCHER

Booking Specialist /SCMTMS/BOOKING_AGENT

Carrier Settlement Specialist (for example, Payment Specialist) /SCMTMS/CARRIER_SETTLEMENT_SP


Prerequisites

Business Role Technical Name

Customer Settlement Specialist /SCMTMS/CUSTOMER_SETTLEMENT_SP

Freight Contract Specialist /SCMTMS/FREIGHT_CONTRACT_SPEC

Process Administrator /SCMTMS/PROCESS_ADMINISTRATOR

Transportation Manager /SCMTMS/TRANSPORTATION_MANAGER

Carrier Internet User /SCMTMS/SERVICE_PROVIDER

Display /SCMTMS/DISPLAY

SAP Event Management

Table 3:

Business Role Technical Name Comment

SAP Event Management User /SAPTRX/SAP_EM_USER Required to access Web transactions in SAP Event Management

Sales Order Processing SAP_LO_SD_SALES_ORD_PROCESSING Required to create sales orders

Online Invoice Verification SAP_MM_IV_CLERK_ONLINE Required to enter and verify carrier invoices

2.4 User for SAP TM Collaboration Portal

The following users are defined for carriers to logon to SAP Transportation Management (SAP TM) Collaboration Portal:

Table 4:

BP Carrier SAP TM Collaboration Portal Credentials

DOT-CR-01 PGITRUCK/Welcome1

DOT-CR-02 NATTRUCKING/Welcome1

DOT-CR-03 FASTTRUCKING/Welcome1

DOT-CR-04 GREEN/Welcome1

Domestic Outbound Transportation: Test CasePrerequisites C U S T O M E R 9

BP Carrier SAP TM Collaboration Portal Credentials

DOT-CR-05 FSCARGO&/Welcome1

DOT-CR-06` SMITH/Welcome1


Prerequisites

3 Process Overview Table

Table 5:

Process Step Business Role Transaction Code Expected Results

Sales Order Processing Sales Order Processing VA01

VA02

Sales order is created.

TM: Managing Transportation Requirements

Transportation Manager SE38

NWBC

Order-based transportation requirements (OTRs) and delivery-based transportation requirements (DTRs) are created and transferred to the SAP TM system.

TM: Planning Freight and Selecting Carriers

Transportation Planner / Dispatcher

NWBC Freight orders are created according to freight unit planning.

Carriers are selected.

TM: Managing Freight Orders Transportation Manager / Dispatcher

NWBC Freight orders are created and freight units assigned manually.

Carriers are selected.

TM: Tendering Freight Transportation Planner / Dispatcher

NWBC

Collaboration Portal

Carriers are finalized by peer-to-peer direct tendering.

Freight order is sent to carrier.

TM: Executing and Monitoring Freight

Dispatcher NWBC Freight order is executed and monitored for different events.

TM: Settling Freight Orders Carrier Settlement Specialist NWBC Invoice is created and transferred to the SAP ERP system.

Domestic Outbound Transportation: Test CaseProcess Overview Table C U S T O M E R 11

4 Process Steps

To test this scenario, you must complete the following activities and procedures:

● Sales Order Processing [page 12]● Manage Transportation Requirements [page 14]● Plan Freight and Select Carriers [page 17]● Tender Freight [page 21]● Execute and Monitor Freight [page 25]● Settle Freight Orders [page 31]

Note● If you use strategic freight procurement, the tendering process is not required. Since the best carrier is

identified in strategic freight procurement, no tendering activity is necessary. You must assign the carrier that was used to create the agreement in strategic freight procurement to the freight order manually.

● If the tendering process is required, it is not necessary to carry out the strategic freight procurement process.

For more information, see Strategic Freight Procurement [page 36].

4.1 Sales Order Processing

Context

In this procedure, you create a sales order and a corresponding delivery document.

The SAP ERP order process is tightly integrated with the SAP TM planning process. Once a sales order or delivery is created in the SAP ERP system, it can be automatically transferred to the SAP TM system and saved as a transportation requirement. SAP TM provides the necessary transparency to determine the order requirements such as times, products, and geographical and customer requirements.

A customer service agent creates sales orders automatically or manually in the SAP ERP system. When the sales orders are saved and if they are relevant for transfer, they are transferred to the SAP TM system automatically and saved as order-based transportation requirements (OTRs).


Process Steps

Procedure

1. As the customer service agent, choose the following path on the SAP Easy Access screen of your SAP ERP system: Logistics Sales and Distribution Sales Order Create . Alternatively, call transaction VA01.

2. Enter order type ODOT (standard order) and press ENTER .

3. Enter the following data:

Table 6:

Field User Action and Values

Sold-to party DOT-CU-01

PO Number ODOT-001

Req. deliv. Date <today + 3 weeks>

Pricing date <date>

Material DOT-PROD-01

Order quantity 100 Bags

4. Press ENTER .

5. If necessary, copy the confirmed quantity and date or select the Complete dlv checkbox.6. If required, enter a payment term such as NT30.

7. Press ENTER .

8. Select the Sales area for customer with 3000 USA Philadelphia / Final customer sales / cross-division.9. Save your entries.

Make a note of the sales order number: __________

10. Access the change transaction from the SAP Easy Access menu by choosing Logistics Sales and Distribution Sales Order Change or calling transaction VA02.

11. Enter your order number and press ENTER .

12. Choose Sales Document Deliver .

Ensure that the selection date is same as the one you entered in the Req. deliver Date field.13. Save your entries.

Make a note of the sales document number: __________14. Repeat the above steps to create 10 to 15 additional sales orders with different requirements and delivery

dates.

NoteChoose delivery dates three weeks from today.

Domestic Outbound Transportation: Test CaseProcess Steps C U S T O M E R 13

You can, for example, use the following data:

Table 7:

Sold-to party PO Number Req. deliv. Date Material Order quantity

DOT-CU-02 ODOT-CD-01 Today + 10 days DOT-PROD-01 10 Bags

DOT-CU-03 ODOT-CD-02 Today + 10 days DOT-PROD-01 15 Bags

DOT-CU-07 ODOT-002 Today + 10 days DOT-PROD-01 100 Bags






Results

Sales orders and delivery documents are created. Order-based transportation requirements (OTRs) and delivery-based transportation requirements (DTRs) are also created.

NoteOTRs and DTRs can be transferred automatically to SAP TM only if the output type is TRSO in the sales order and the delivery document. Check the output type in the sales order by choosing Extras Output HeaderEdit . Check the output type in the delivery document by choosing Extras Delivery Output Header .

Variant 1

If you are using the cost distribution variant, sales orders with PO numbers ODOT-CD-01 and ODOT-CD-02 are created. In the following steps, use the sales orders only.

4.2 Manage Transportation Requirements

This activity enables companies to tightly integrate their SAP ERP system and their transportation planning and execution system. The activity supports shippers by transferring order information from SAP ERP to SAP Transportation Management (SAP TM), thus providing the planning system with transportation requirements at a very early stage. This enables transportation planning to take advantage of longer planning horizons, which leads to better results in the optimization process and greater flexibility in the decisions that need to be taken during transportation planning.


Process Steps

In this scenario, you can create and maintain the following requirements:

● Order-based transportation requirements (see Creating or Updating Order-Based Transportation Requirements [page 15])

● (Optional) Delivery-based transportation requirements (see Creating Delivery-Based Transportation Requirements [page 16])

4.2.1 Creating or Updating Order-Based Transportation Requirements

Use

In this procedure, you create and check an order-based transportation requirement (OTR).

Procedure

1. In SAP NetWeaver Business Client (SAP NWBC), choose ERP Logistics Integration Transportation Requirement Display Order-Based Transportation Requirement .

2. Search for the OTR number using the document number of the original sales order created in the Sales Order Processing [page 12] procedure.

3. Select the OTR link.4. Check that the following OTR data matches the data in SAP ERP.

Table 8:

OTR Data Data to Check

General Data Document type, service level, order reference

Business Partner Bill-to- party, payer, consignee

Document Flow Freight order number, sales order number, freight unit numbers

Terms and Conditions Incoterms, Incoterm locations

Item Level Products, quantity, delivery dates

Note Text information

5. Make a note of the following numbers:○ TM Object number: __________○ Freight Unit numbers: __________

6. Repeat the above steps for all sales documents.


NoteChanges to a sales order (in SAP ERP) update the OTR (in SAP TM) either automatically or as the result of a transfer.

Variant 1

For the cost distribution scenario, repeat the above steps for the sales order numbers assigned to ODOT-CD-001 and ODOT-CD-002. In addition, select both OTRs and choose the Start Transportation Cockpit pushbutton on the Display Order-Based Transportation Requirements screen.

Result

When sales orders that are relevant for transfer are saved, they are automatically transferred to the SAP TM system and saved as order-based transportation requirements (OTRs).

4.2.2 Creating Delivery-Based Transportation Requirements

Context

In this optional procedure, you create and check delivery-based transportation requirements (DTRs).

This procedure is not necessary if you create the delivery document in SAP ERP, which creates the DTR automatically.

Procedure

1. As the customer service agent, call transaction SE38 in your SAP TM system.

2. In the Program field, enter /SCMTMS/DLV_BATCH and choose Execute.

3. Select Sales Order as the Document Type.4. Enter the sales order number in the Original Order field.

Choose Execute.5. Make a note of the TM Object number: __________

This is the delivery order (DOR) number.6. Choose Back.

7. In SAP NetWeaver Business Client (SAP NWBC), choose ERP Logistics Integration Transportation Requirement Display Delivery-Based Transportation Requirements .


Process Steps

8. Search for the required DOR number.9. Select the DOR link.

Check that all details are correct.

10. In your SAP ERP system, choose SAP ECC Menu Logistics Sales and Distribution Sales OrderChange or call transaction VA02.

11. Enter the sales order number in the Document field.

Choose Enter.12. Choose Document flow.

Results

When delivery documents that are relevant for transfer are saved, they are automatically transferred to the SAP TM system and saved as delivery-based transportation requirements (DTRs).

4.3 Planning Freight and Selecting Carriers

You use this business activity to create and process the business objects that are required for transportation.

In this scenario, you can create the following business objects:

● Planning scope (see Performing Automatic or Manual Planning [page 17])● (Optinal) Optimizing Truck Load using Gantt Chart (see Optimizing Truck Load using the Gantt Chart

(optional) [page 19]● (Optional) Planning profile● Planning output (see Reviewing Planning Output [page 20])● (Optional) Delivery in ERP creation (see Triggering Delivery Creation [page 20])● Carrier selection

4.3.1 Performing Automatic or Manual Planning

Use

In this procedure, you determine the planning scope for optimizer planning.


Procedure

1. As the transportation planner, choose the following menu path in SAP NetWeaver Business Client (SAP NWBC): Planning Planning Transportation Cockpit .

2. On the Profile and Layout Sets screen, enter the following criteria:

Table 9:

Field Value

Selection Profile (FUs) DOT-GEN-SEL-01

Planning Profile DOT-PLAN-PROF-01

Selection Profile (FOs) DOT-GEN-SEL-01

Selection Profile (FBs) DOT-GEN-SEL-01

Transportation Cockpit Layout DOT Standard

Layout for Result Screen Standard Layout

Description DOT Standard

3. Save the selection.4. Select the profile set and choose Continue.5. Search for and select the required freight units.

6. Choose Optimizer Planning Selected Entries with All Resources .7. The system proposes a temporary freight order (FOR) number.

Choose Accept.8. Choose Save.

The system confirms that freight orders have been created.9. Make a note of the freight order numbers: __________

Variant 1

If you are using the cost distribution variant, you must plan your transportation activities manually as follows:

1. Select the appropriate freight units for the selected OTRs.2. Assign the freight units to one of the vehicle resources displayed by using drag and drop.

The system creates a freight order.3. Save the freight order.

Result

Freight orders are created and a vehicle resource is assigned to each freight order.


Process Steps

4.3.2 Optimizing Truck Load using the Gantt Chart (Optional)

Context

In this procedure you’re able to check and optimize utilization of your resources.

Procedure

1. As the transportation planner, choose the following menu path in SAP NetWeaver Business Client (SAP NWBC): Planning Planning Transportation Cockpit .

2. On the Profile and Layout Sets screen, enter the following selection criteria:

Table 10:

Field Value

Selection Profile (FUs) DOT-GEN-SEL-01

Planning Profile DOT-PLAN-PROF-01

Selection Profile (FOs) DOT-GEN-SEL-01

Selection Profile (FBs) DOT-GEN-SEL-01

Capacity Selection Setting DOT-CAP-SEL-01

Transportation Cockpit Layout Gantt Chart

Layout for Result Screen Gantt Chart

3. Save the selection.4. Select the profile set and choose Continue.5. In the Freight Orders view of the Gantt chart, search for your freight orders.6. In the selection panel of the Trucks view of the Gantt chart, check which trucks are assigned to your freight

orders.7. Select one of the trucks and choose the Show Utilization pushbutton.8. If the load utilization of the truck is low or if the truck has over-capacity, reassign some of your freight orders to

another truck by drag&drop.9. Save your changes.


4.3.3 Reviewing Planning Output

Context

In this procedure, you review the planning output.

Procedure

1. As the dispatcher, choose the following menu path in SAP NetWeaver Business Client (SAP NWBC): Planning Planning Transportation Cockpit .

2. Select a recently created freight order.

The details of the freight order are displayed in the lower right-hand window.

On the Overview screen, the vehicle resource that is assigned to the freight order is displayed.3. Go to the Stages tab page.

Check the source and destination location, total distance, and departure and arrival times at each location.4. Go to the Map tab page to view the route.

Select the route, right-click, and choose Show Route to see the actual route.

4.3.4 Triggering Delivery Creation (Optional)

Use

In this optional procedure, you create a delivery document in SAP ERP from information in SAP TM.

NoteThis procedure is necessary only if the delivery document has not yet been created in SAP ERP.

Procedure

As the dispatcher, you can use either of the following options.

Option 1

1. In SAP NetWeaver Business Client (SAP NWBC), choose Planning Worklist Planning Overview PlanningFreight Unit .


Process Steps

2. Select All Freight Units query.3. Sort and select freight units from your personal object worklist (POWL) by highlighting the row containing the

freight unit.4. Choose Create Deliveries in ERP.5. Select your freight units and choose Create Delivery Proposal.6. Choose Send Delivery Proposals to ERP.7. Choose Close to close the window.

Option 2

1. As the transportation planner, choose the following menu path in SAP NetWeaver Business Client (SAP NWBC): Planning Overview Planning Freight Order .

2. Select All Road Freight Orders query.3. Sort and select your freight order from the POWL.4. Choose Create Deliveries in ERP.5. Choose Send Delivery Proposals to ERP.

Result

Delivery documents are created in SAP ERP for each freight order.

4.4 Tender Freight

You use this business activity to send freight requests for quotation (freight RFQs) to carriers. Carriers can accept or decline these freight RFQs and change data, such as the price, when returning the freight quotations. You can then automatically accept the tender and send the freight order back to the awarded carrier. A tendering process starts if you or the system determines more than one possible carrier. The tendering process results in one carrier being selected to execute the freight order.

NoteIf you use the “Strategic Freight Procurement” process, the tendering process is not required. For more information, see Strategic Freight Procurement [page 36].

4.4.1 Create RFQ (Request for Quotation)

You perform this procedure to select carriers by direct peer-to-peer tendering process.

In this scenario, the tendering process is automatic and peer-to-peer.


Procedure

Option 1: Automatic TenderingOnce you save the temporary freight order, the system generates an RFQ (request for quotation) and sends it to a carrier based on predefined selection criteria.

Option 2: Manual Start of the Tendering Process

1. In SAP NetWeaver Business Client (SAP NWBC), choose Freight Order Management Road Overview Tendering .

2. Select All Freight Orders query.3. Select your freight orders.

4. Choose Tendering Start .5. Enter the tendering manager that is your user ID with the tendering profile DOT-TEND-PROF-P2P and choose

OK.

Result

Carriers are selected by tendering and RFQ has been sent to the first carrier on the carrier ranking list for all freight orders.

NoteFor direct tendering, the carrier can respond only by accepting or rejecting the freight order. In this test case, the first carrier rejects the freight order. SAP TM retenders it to the second carrier and the second carrier accepts the freight order.

4.4.2 Reject RFQ (Request for Quotation)

The carrier enters Collaboration Portal to review his open RFQs. As he has not enough capacity to do the required transport, he rejects the RFQ received.

Procedure

1. As a carrier, log on to the SAP TM Collaboration Portal with known credentials.

2. Select Freight Tendering Freight RFQs .3. Select RFQ created in the step Starting Tendering Process.4. Reject RFQ.5. On the popup screen, select the rejection reason Not enough capacity.6. Choose OK


Process Steps

Result

RFQ to first carrier has been rejected. As the tendering process is based on a cascading peer-to-peer option, RFQ is automatically tendered to the next carrier. Check the status of tendering through SAP NetWeaver Business Client (SAP NWBC) Freight Order Management Road Overview Tendering Query All Freight Orders .

NoteDepending on whether the valuation report is defined as batch or not, the evaluation report of RFQs (/SCMTMS/TEND_CONT_PROCESS) is running automatically. Otherwise it needs to be triggered manually via transaction SE38.

4.4.3 Accept RFQ (Request for Quotation)

The carrier enters SAP TM Collaboration Portal to review his open RFQs and accepts RFQ.

Procedure

1. As a carrier, logon to the SAP TM Collaboration Portal.

2. Select Freight Tendering Freight RFQs .3. Select RFQ created in the step Starting Tendering Process.4. Accept RFQ.

Result

RFQ has been accepted. A Freight Quoatation has been automatically created. Check the status of tendering through SAP NetWeaver Business Client (SAP NWBC) Freight Order Management Road Overview Tendering

Query All Freight Orders (for RFQs) and All Freight Quotations (for FQs) .

NoteDepending whether the valuation report is defined as batch or not, evaluation report of the RFQs (/SCMTMS/TEND_CONT_PROCESS) is running automatically. Otherwise it needs to be triggered manually via transaction SE38.


4.4.4 Award Freight Quotation and Send Freight Order to Carrier

Procedure

1. In SAP NetWeaver Business Client (SAP NWBC), choose Freight Order Management Road Overview Tendering .

2. Select the Freight Quotations to be Reviewed query.3. Select the freight quotation created in the step Accept Request for Quotation (RFQ).4. Choose Award Quotation and the choose Send.

Results

The freight RFQ has been accepted, the tendering process is successful, and the carrier has been awarded the freight order.

Carrier Assignment to Freight Order

Perform the following to check that carrier has been assigned to Freight Order:

Procedure

1. In SAP NetWeaver Business Client (SAP NWBC), choose Freight Order Management Road Edit Road Freight Order .

2. Enter a freight order number and choose Continue.3. Navigate to General Data tab page.4. Check the carrier that is assigned to the freight order under Transportation.5. On the Tendering Overview tab page, check the Status and Response Code of the RFQs for all carriers. For one

of the quotations, the Response Code should be Accepted.


Process Steps

Variant 1: Cost Distribution

Procedure

1. In SAP NetWeaver Business Client (SAP NWBC), choose Freight Order Management Road Overview Road Freight Orders .

2. Select a freight order from the list.

3. Choose Subcontracting Carrier selection4. On the Profile and Layout Sets screen, choose New.5. Enter the following information in the selection criteria:

Field Value

Selection Profile DOT-GEN-SEL-01Carrier Selection Settings DOT-CAR-SEL-01

6. Select the row and choose Start Carrier Selection.

Variant 2: Strategic Freight Procurement

Procedure

1. As a transportation planner, choose the following menu path in SAP NetWeaver Business Client: Freight Order Management Road Edit Road Freight Order .

2. Open the freight order in edit mode.3. Navigate to the General Data tab page.4. In the Carrier field, enter the business partner with whom the agreement has been created. For more

information, see Strategic Freight Procurement [page 36].5. Save the document.

4.5 Execute and Monitor Freight

This activity covers the actual execution of the transportation process.

The transportation planner checks whether freight orders are ready for execution, the customs declaration is complete, and the relevant documents have been printed. If a customs process is involved, freight orders are blocked. After the GTS system has returned a positive result, actual execution can start.

In this activity, the freight orders are loaded and deliveries are carried out. The activity also handles the various exceptions that may occur during transportation. At the end of the process, you receive the corresponding execution information.


This activity comprises the following freight order procedures:

● (Optional) Send freight order to carrier● Check freight order status (see Checking the Status of Freight Orders [page 26])● Load freight order into the system (see Loading Freight Orders [page 27])● Print related documents (see Arranging and Printing Documentation [page 28])● Monitor transit (see Monitoring the Freight Order in Transit [page 28])● Handle exceptions (see Handling Exceptions [page 29])● Deliver (see Delivering the Load [page 30])● Set status to completed (see Setting the Status of Freight Orders [page 30])

4.5.1 Checking the Status of Freight Orders

Context

You perform this procedure to check the status of freight orders.

Procedure

1. As the dispatcher, choose the following menu path in SAP NetWeaver Business Client (SAP NWBC): Freight Order Management Road Display Freight Order .

2. Enter the freight order number and choose Continue.3. Go to the Statuses tab page and check the status of the following items:

Table 11:

Field Expected Value

Fixing Open

Life cycle status In Process

Execution status Not Started

Subcontracting Status Sent

Execution Block Empty


Process Steps

NoteIf the Statuses tab page is not visible, right-click the folder icon to the right of the tab pages that are displayed. The system displays a list of all available tabs. You can select the Statuses tab page from this list.

4.5.2 Loading Freight Orders

Context

You perform this procedure to load freight orders.

Procedure

1. As the dispatcher, choose the following menu path in your SAP Event Management system: Event Management Web Interface Search . Alternatively, call transaction /SAPTRX/EM_START.

2. In the Tracking Scenario field, choose Shipper Freight Order Transport Visb Process .3. In the Freight Order field, enter the freight order number and choose Apply.4. Choose Display Details.5. Choose Report All Expected Events.6. Enter the actual event date and time for Loading Start, Loading End, and Proof of Pick up.7. Select the row and choose Send.

Results

In SAP TM, the status of the freight order is changed to In Execution.


4.5.3 Arranging and Printing Documentation

Context

You perform this procedure to print a freight order document.

Procedure

1. In SAP NetWeaver Business Client (SAP NWBC), choose Freight Order Management Land Overview Freight Orders .

2. Select a freight order from the list.3. Choose Print and then Print Preview.

Results

The freight order document is displayed as a print preview.

4.5.4 Monitoring the Freight Order in Transit

Context

You perform this procedure to display and update the status of a freight order.

Procedure


2. In the Tracking Scenario field, choose Shipper Freight Order Transport Visb Process .3. Enter the freight order number and choose Apply.4. Select the row containing your freight order and choose Display Details.


Process Steps

5. Choose Report All Expected Events.6. Enter the actual event date and time for Departure, Customs Clearance, and Arrival at Destination.7. Select the row and choose Send.

8. In SAP NetWeaver Business Client (SAP NWBC) for SAP TM, choose Freight Order Management LandEdit Freight Order .

9. Enter the freight order number and choose Continue.10. Go to the Execution Information tab page at header level. Check that all event dates have been updated.

Results

Actual event dates have been added to the freight orders in the SAP Event Management system and this information has been transferred to SAP TM.

4.5.5 Handling Exceptions

Context

You perform this procedure to handle any exceptions that may delay or damage the freight order and report the event.

Procedure

1. As the dispatcher, choose the following menu path in your SAP Event Management system: Event Management Web Interface Search or call transaction /SAPTRX/EM_START.

2. In the Tracking Scenario field, choose Shipper Freight Order Transport Visb Process .3. Enter the freight order number and choose Apply.4. Select the freight order and choose Display Details.5. Select the Delay checkbox to introduce a delay and choose Apply.6. Select the event for which you want to report a delay from the Delayed Event list; here you can also find other

details related to the delay.7. Choose Send.8. If configured, an alert mail is sent to the “Responsible Person”.

9. In SAP NetWeaver Business Client (SAP NWBC) for SAP TM, choose Freight Order Management LandEdit Freight Order .


10. Enter the freight order number and choose Continue.11. Go to the Execution Information tab page at header level. Check that the delayed event has been updated in

the series of events.

4.5.6 Delivering the Load

Procedure


2. In the Tracking Scenario field, choose Shipper Freight Order Transport Visb Process .3. Enter the freight order number and choose Apply.4. Choose Report All Expected Events.5. Enter the actual event date and time for Unloading Begin, Unloading End, and Proof of Delivery.6. Select the appropriate rows and choose Send.

Results

The status of the freight order and freight unit changes to Executed.

4.5.7 Setting the Status of Freight Orders

Context

You perform this activity to check the status of the freight order after registering the final delivery.

Procedure

1. As the dispatcher, choose the following menu path in SAP NetWeaver Business Client (SAP NWBC): Freight Order Management Land Edit Freight Order .


Process Steps

2. Enter the freight order number and choose Subcontracting Confirm .3. Go to the Status tab page. Check that the Confirmation Status is now Confirmed.4. Choose Save.

Results

The execution status of the freight order changes to In Process when execution starts.

Once execution has been completed, the execution status of the freight order changes to Executed.

4.6 Settle Freight Orders

This business activity triggers the creation of a self-invoice or the verification of an invoice for subcontracted transportation services. Actual invoice verification takes place in SAP ERP. This business activity ensures that the amounts paid are correct for the logistical ordering and execution process. The activity requires the following procedures:

● Retrieve freight orders for settlement (see Retrieving Freight Orders or Bookings [page 31])● Generate settlement documents (see Creating a Freight Settlement Document [page 32])● Transfer the settlement document to SAP ERP for payment (see Transferring Freight Settlement Documents

to SAP ERP [page 33])● (Optional) Monitor the settlement process (see Monitoring Invoice Verification [page 33])

4.6.1 Retrieving Freight Orders or Bookings

Context

In this procedure, you retrieve the freight orders that you invoiced.

Procedure

1. As the carrier settlement specialist, choose the following menu path in SAP NetWeaver Business Client (SAP NWBC): Freight Settlement Worklist Overview Freight Settlement Documents .

2. Select the query for Freight Orders All.3. Search for and select freight orders for which you need to create invoices.


4. Choose Calculate Charges to calculate freight charges.

Results

The total amount on the Charges tab page contains a value and the document is ready for invoicing.

Variant 1

Proceed as described above and save the freight order. In addition to the charge calculation, costs should be distributed automatically. Choose the Cost Distribution tab page and check whether the information is complete.

4.6.2 Creating a Freight Settlement Document

Context

You perform this procedure to create freight settlement documents for freight orders.

Procedure

1. As the carrier settlement specialist, choose the following menu path in SAP NetWeaver Business Client (SAP NWBC): Freight Settlement Worklist Freight Settlement Overview Freight Settlement Documents .

2. Select the Freight Orders link.3. Search for and select the freight orders that you want to invoice.

4. Choose Follow Up Create Settlement Document .

The freight settlement document appears in a new window.5. Choose Save All.6. Make a note of the new freight settlement document number.

Results

The freight settlement document is created.


Process Steps

4.6.3 Transferring Freight Settlement Documents to SAP ERP

Use

You perform this procedure to transfer a freight settlement document to your SAP ERP system.

Procedure

1. As the carrier settlement specialist, choose the following menu path in SAP NetWeaver Business Client (SAP NWBC): Freight Settlement Worklist Freight Settlement Overview Freight Settlement Documents .

2. Choose query All Freight Settlement Documents.3. Select your freight settlement documents and choose Save and Transfer.4. Choose query All Freight Freight Orders for Freight Settlement.5. Open your freight orders.6. Go to the Document Flow tab page.7. Check the purchase order and the goods and service acknowledgement under Successor Business

Documents.8. Make a note of the purchase order and the goods and service acknowledgement numbers: __________

Variant 1

Check whether a service entry sheet has been created and note the number.

Service entry sheet number: _________________

Result

The freight settlement document has been transferred to SAP ERP and the invoicing status of the document has changed to Completely Invoiced.

4.6.4 Monitoring Invoice Verification (Optional)

Context

In this optional procedure, you monitor the invoice verification in the SAP ERP system.

Variant 1

If you are using the cost distribution variant this procedure is mandatory.


Procedure

1. As the carrier settlement specialist, choose the following menu path on the SAP Easy Access screen for SAP ERP: Logistics Materials Management Purchasing Purchase Order Display . Alternatively, call transaction ME23N.

2. Choose Other purchase document and enter the purchase order number that was displayed in your freight order.

3. Check the short text of the material; it should be the freight order number.4. Go to the Purchase Order History tab page at item level.5. Check the services, material document number, and goods receipt number.

Results

You can monitor the invoice settlement document that is transferred to SAP ERP.

4.6.5 Reviewing Freight Cost Allocation Documents

Context

In this procedure, you review the distribution of freight costs to material accounts in SAP ERP.

Variant 1

If you are using the cost distribution variant, this procedure is mandatory.

Procedure

1. As the customer settlement specialist, call transaction WLFLTM and choose Dynamic Selections.

2. Open Item Data of the Agency Documents and double-click the second occurrence of the Reference Document attribute.

3. Enter the document number of your freight settlement document and choose Execute.4. Open the payment document and check the invoice items on the Basic Data tab page.

The gross amount of the line items should be the same as the distribution amount on the Distribution tab page of the FSD.

5. Select the item and choose Goto Item Item Details .6. Choose the Basic Data B tab page.


Process Steps

You should be able to view reference documents: ex sales order, delivery, freight order, and freight settlement document numbers

Results

Freight costs have been allocated in SAP ERP.


5 Strategic Freight Procurement

To fully support the freight procurement process, companies must meet requirements for contract management, bid preparation, bid proposals, bid responses, contract awarding, and contract creation. The ability to meet these requirements forms the basis of the relationship between the shipper and the LSP or carrier by streamlining the contract negotiation process.

One of the core benefits of procuring freight with SAP Transportation Management is that you can set the expected channel and lane and, therefore, manage the cost of transportation. Shippers and LSPs are constantly competing for freight and it can be difficult to manage their expectations and volume while also trying to provide the best service at the lowest cost. SAP Transportation Management allows you to achieve this by providing you with a centralized tool.

As a company’s supply chain evolves, so do relationships with partners such as LSPs. A company may want to renegotiate existing contracts to include new business while changing the way shipment volumes are divided among LSPs and carriers. The request for quotation (RFQ) contains rates, terms of agreement, and other freight-related charges such as accessory charges, detention and minimum charges as well as capacity-related details. These RFQ response charges provide information for the optimizer to make logistics decisions based on costs, including decisions about equipment allocations and spend simulation. The optimizer can then award an LSP or carrier with the respective business share in freight agreements.

You can inform the carrier that he is awarded a contract either by getting in touch with him personally, for example via telephone, or by using B2B services.


Strategic Freight Procurement

The figure below shows a complete picture of the strategic freight procurement process:

Figure 1: Strategic Freight Procurement Process

Note● If you use strategic freight procurement, the tendering process is not required. Since the best carrier is

identified in strategic freight procurement, no tendering activity is necessary. You must assign the carrier that was used to create the agreement in strategic freight procurement to the freight order manually.

● If the tendering process is required, it is not necessary to carry out the strategic freight procurement process. For more information, see Tender Freight [page 21].

5.1 Analyzing Historical Data for Carriers

Procedure

1. Load that is transported by the carrier along transportation lanes

To analyze the amount of goods that a given carrier has transported along a specific lane during a given period of time.

Domestic Outbound Transportation: Test CaseStrategic Freight Procurement C U S T O M E R 37

2. No issues while performing settlement

To analyze the frequency of settlement-related issues or payment-related issues for the carrier under consideration.

3. Check how many stops on the transportation lane

To analyze the total number of stops for the carrier over a given period of time and ensure correct charges for each stop.

5.2 Creating Master Requests for Quotations

Context

In this procedure, you create or change master requests for quotations (RFQs).

In the master RFQ, you define the carriers and charges with which negotiations are to be held.

Procedure

1. In SAP NetWeaver Business Client, choose Freight Agreement Management Freight Agreement RFQ Masters Create Freight Agreement RFQ Master .

2. Enter the RFQ type RFQ1 and choose the Continue pushbutton.

3. On the New Freight Agreement RFQ Master screen, enter the following data in the Details area:

Table 12:

Field Value

RFQ Valid From <Today> + 5 days

RFQ Valid To <Today> + 1 month

RFQ Response Deadline <Today> + 15 days

Valid-From Date <Today>

Valid-To Date <Current year>–12–31

Document Currency USD

4. In the Organizational Units table, enter organizational unit DOT-PORG-1.



5. In the Carriers table, enter the carrier data as shown in the table below:

Table 13:

Carrier Incumbent

DOT-CR-01 Selected

DOT-CR-02 Selected

DOT-CR-05 Not selected

DOT-CR-06 Not selected

NoteAll carriers are marked as incumbent by default.

6. In the Items table, choose the Insert pushbutton.7. Enter calculation sheet template DOT-TCCS-RFQ in the appropriate table column.

8. Select the RFQ item row and choose Calculation Sheet Create Calculation Sheet .9. For your RFQ item, specify the shipping type as FTL (Full Truck load) and enter transportation mode 01 (Road).

10. Select your RFQ item and choose the Calculation Sheet Overview tab page.11. For all of the charge types, enter the rate table type 1000 (this is the default type).

12. Select each charge type in turn and choose the Rate Table Details pushbutton.13. On the Validity and Dates tab page, enter the following data for the relevant charge type:

Table 14:

Charge Type Field Value

FB00 Valid From “Agreement Valid From” date

<Today>

Valid To “RFQ Valid To” date

(<Today> + 1 month)

Currency USD

FUEL Valid From “RFQ Valid From” date

(<Today> + 5 days)


(<Today> + 1 month)

Currency %


Charge Type Field Value

STOP Valid From “RFQ Valid From” date

(<Today> + 5 days)


(<Today> + 1 month)

Currency USD

14. Choose Display Rates Display All Rate Combinations .15. Choose the Back pushbutton.16. Choose the Trade Lanes tab page and then the Insert pushbutton.17. Enter the following data in the table:

Table 15:

Orientation Source Type Source Destination Type Destination

Along Zone DOT-US-MIDWEST Zone DOT-US-SOUTH

18. Choose the Commodity Codes tab page and then the Insert pushbutton.19. Enter the following data in the table:

Table 16:

Commodity Code Type

Description Include/Exclude Range Setting Commodity Code From

SG SCTG Inclusive = 35110

20.Save your entries.

Results

Make a note of the master RFQ number: _________________________.



5.3 Approving Master Requests for Quotations

Procedure

1. In SAP NetWeaver Business Client (SAP NWBC), choose Freight Agreement Management Freight Agreement RFQ Masters Edit Freight Agreement RFQ Master .

2. Open your RFQ master in edit mode. (This is the RFQ master that you created earlier. See Creating Master Requests for Quotations [page 38]).

3. Choose Follow Up Request Approval .4. On the General Data tab page, check that the status of the RFQ has changed to Awaiting Approval.5. Choose the Save pushbutton.

The RFQ is sent to the head of the organization for approval.6. In the back-end system, call transaction SBWP.

7. Choose Inbox Workflow .8. Double-click the RFQ master to open the decision step and approve it by choosing the Approve pushbutton.9. Go back to your RFQ master and check that the status of the RFQ has changed to Approved.

5.4 Creating Individual Carrier Requests for Quotation

Procedure

1. In SAP NetWeaver Business Client, choose Freight Agreement Management Freight Agreement RFQ Masters Edit Freight Agreement RFQ Master .


3. Choose Follow Up Create Individual RFQs .4. Choose the Save pushbutton.5. On the General Data tab page, check that the status of the RFQ has changed to Freight Agreement RFQs

Created.6. Choose the Document Flow tab page.

A carrier freight agreement RFQ is create for each carrier specified in the RFQ master.7. Check that all of the carrier freight agreement RFQs have the same dates, charge types, calculation sheets,

rate tables, and so on, as the RFQ master.


Results

Make a note of the carrier RFQ numbers: _________________________.

5.5 Sending Requests for Quotation to Carriers

Procedure



3. Choose Follow Up Publish RFQ .4. Choose the Save pushbutton.5. On the General Data tab page, check that the status of the RFQ has changed to Published.

Results

The request for quotation has been sent to the carrier.

5.6 Receiving Responses

Procedure

1. In SAP NetWeaver Business Client, choose Master Data Charge Management and Service Product Catalogs Overview Charge Management and Service Product Catalogs .

2. Choose the Carrier POWL query.The system displays all of the carrier freight RFQs.

3. Go to the carrier RFQ for carrier DOT-CR-01 that you created earlier (in the step Creating Master Requests for Quotations [page 38]).

4. Navigate to the Items area and select the response item.5. Enter the charges in USD for all charge types.



6. To respond to charge type amounts with rate tables, follow one of the options below:○ Option 1

1. Select the charge line item in the rate table and choose the Rate Table Details pushbutton.2. Choose the Validity and Dates tab page

3. Choose Display Rates Display All Rate Combinations .4. Enter the amounts and choose the Back pushbutton.

○ Option 21. Select the charge line item in the rate table and choose the Rate Table Details pushbutton.2. Choose the Attachments tab page.3. Choose Download File.4. Save the file.5. Open the file and enter the required details.

6. Upload the file by choosing Insert File on the Attachments tab page.7. Select the Responded checkbox at item level and then choose the Submit option at header level.8. Save your entries.

Repeat these steps for all of the other carriers.

Result

The status of the RFQ has changed to Submitted for each of the carrier freight RFQs and the RFQ response has been retrieved by the shipper.

5.7 Evaluating Responses

Procedure



3. Select the RFQ item in the Items area and choose the Open Comparison Cockpit. pushbutton.4. To compare the cost of different charge types, select the Select for Comparison checkbox for the charge types

FB00, FUEL, and STOP for the carrier.

5. Choose the Select/Unselect Multiple Select Similar Items as Selected option to select similar charge types for comparison.

6. Choose Compare Responses to manually compare the costs and view the best carrier and lowest amounts charged by each carrier. (The comparision response works only for manual rates.)


7. If the rates are taken from a rate table, choose Download Rates into Excel. (All of the rate values for the selected charge types are displayed in the Excel.)

8. In the Optimization and Estimated Spend Simulation area, insert an optimizer strategy by choosing InsertStrategy .

9. In the Strategy field, enter RFQ_STR.

10. Select the strategy and choose Select Conditions.11. On the Strategy Conditions screen, choose Add Conditions and enter the following values:

Table 17:

Business Partner Max. Business Share Min. Business Share Incumbent

DOT-CR-01 60 35 Selected

DOT-CR-02 70 30 Selected

DOT-CR-05 20 10 Not selected

DOT-CR-06 20 10 Not selected

12. Once you have finished adding the strategy conditions, choose OK.13. On the Edit Freight Agreement RFQ Master screen, select the row containing the Strategy RFQ_STR and choose

Run Optimizer.

NoteCheck that all the carriers are allocated with a business share.

14. Choose Strategy Spend to calculate the amount in USD that the shipper will incur for the specified period if these business shares are allocated to carriers.

NoteMore than one strategy can be manipulated to calculate the best business share for the carrier and expenses for the shipper for the specified transportation lane or zone.

15. Select a strategy as the preferred strategy.16. Choose the Back pushbutton.17. Select the RFQ item and choose the Accept Preferred Strategy pushbutton.

NoteIf you have not selected a preferred strategy, the Accept Preferred Strategy pushbutton is not enabled on the RFQ screen.

18. Save your entries.



Results

The responses from various carriers have been evaluated, and possible business shares for the carrier and expenses have been calculated.

The best possible solution has been identified and accepted for the RFQ.

5.8 Creating Freight Agreements

Context

Once you have evaluated the responses from the carriers, you must create freight agreements for the carriers.

Procedure

1. In SAP NetWeaver Business Client (SAP NWBC), choose Freight Agreement Management Freight Agreement RFQ Masters Edit Freight Agreement RFQ Master .


3. Choose Follow Up Request Agreement Creation Approval .4. As the head of the organizational unit, call transaction SBWP in the back-end system.

5. Choose Inbox Workflow .6. Double-click the RFQ master to open the decision step and approve or reject it by choosing the corresponding

pushbutton.7. Once the head of the organizational unit has approved the request, choose Create/Update Agreement.


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