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Sappress Transportation Management With Sap

Oct 28, 2014

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Bernd Lauterbach, Rdiger Fritz, Jens Gottlieb, Bernd Mosbrucker, Till Dengel

Transportation Management with SAP TM

Bonn Boston

Contents at a Glance1 2 3 4 5 6 7 8 9 10 Introduction to Transportation Logistics .................... Overview of SAP TM 6.0 ............................................. Organizational Structures and General Master Data ... 17 65 99

Logistical Master Data ................................................ 119 General Tools ............................................................... 157 Order Management ..................................................... 173 Planning and Optimization ......................................... 253 Subcontracting ........................................................... 315 Calculating Transportation Charges ............................ 357 Invoicing Transportation Charges ............................... 467

11 Analytics ...................................................................... 495 12 13 14 15 16 A B SAP Event Management ............................................. 505 Event Management Processes .................................... 539 Transportation Processes ............................................ 555 Technological Foundations .......................................... 613 Conclusion ................................................................... 637 Bibliography ................................................................ 639 The Authors ................................................................. 641

ContentsForeword ..................................................................................... 17

1

Introduction to Transportation Logistics ....................1.1 Logistics Service Providers ................................................. 1.1.1 Third Party Logistics (3PL) ..................................... 1.1.2 Carriers .................................................................. Transportation Logistics in the Shipper and Manufacturing Industries .......................................................................... 1.2.1 Changing Roles in Logistics .................................... 1.2.2 Factors Influencing Processes in the Consignment Industry ................................................................. 1.2.3 Degree of Standardization for Each Mode of Transport ............................................................... Typical Transportation Processes ....................................... 1.3.1 Process .................................................................. 1.3.2 Modes of Transport ................................................ 1.3.3 Freight Volume ...................................................... Legal Requirements and Documents in Transportation ...... 1.4.1 Regulations Governing Drivers ............................... 1.4.2 The Operational Contract between the Ordering Party and the Contractor ........................................

1719 19 22 24 25 31 34 39 39 44 48 49 49 55

1.2

1.3

1.4

2

Overview of SAP TM 6.0 ..............................................2.1 History of Transportation Management Software at SAP .... 2.1.1 Transportation Planning with the Transportation Planning and Vehicle Scheduling (TP/VS) Component ............................................... 2.1.2 Additional Components ......................................... Initiative for the Development of the New SAP Transportation Management Solution .............................. Components of the New SAP Transportation Solution ....... 2.3.1 Master Data ........................................................... 2.3.2 Order Management ............................................... 2.3.3 Planning and Optimization ..................................... 2.3.4 Subcontracting ....................................................... 2.3.5 Transportation Charge ............................................ 2.3.6 Transportation Charge Settlement .......................... 2.3.7 Analytics ................................................................

6565

68 68 70 72 72 72 73 74 74 75 75

2.2 2.3

7

Contents

2.4

2.5

2.6

2.3.8 Supply Chain Event Management (SCEM) .............. Interaction of Components ............................................... 2.4.1 Integration of the SAP TM Lifecycle into Logistics and Supply Chain Management .............................. 2.4.2 Business-Process-Oriented Core Elements of the Solution ................................................................. 2.4.3 Integration into Existing Scenarios with the SAP Business Suite ........................................................ 2.4.4 Transportation Scenarios la carte SAP ERP and SAP TM ................................................................. New User Interface ........................................................... 2.5.1 SAP NetWeaver Business Client (NWBC) ................ 2.5.2 Screen Areas of the NetWeaver Business Client ...... Possible System Landscapes with SAP TM .........................

76 77 77 80 82 83 88 89 91 94

3

Organizational Structures and General Master Data ...3.1 3.2 3.3 Basic Settings .................................................................... Organizational Units of a Transportation Service Provider ... Product Master Data ......................................................... 3.3.1 Precisely Defined Products in Third-Party Logistics ... 3.3.2 Standardized Freight Codes and Material Groups ... 3.3.3 Roughly Defined Product Categories ...................... 3.3.4 Categories of Transport Equipment ......................... 3.3.5 Service Products ..................................................... Business Partners .............................................................. Internal Business Partners in a Distributed Logistics Organization ..................................................................... Transfer of Master Data between SAP ERP and SAP TM (Core Interface, CIF) .......................................................... 3.6.1 Technical Preparation in SAP ERP ........................... 3.6.2 Technical Preparation in SAP TM ............................ 3.6.3 Application-Specific Preparation ............................ 3.6.4 Integration Model and Selection Model .................

9999 99 104 105 106 107 108 108 109 112 113 114 115 116 116

3.4 3.5 3.6

4

Logistical Master Data ................................................ 1194.1 Transportation Network .................................................... 4.1.1 Locations ............................................................... 4.1.2 Transportation Zones and Transportation Zone Hierarchy ............................................................... 4.1.3 Transportation Lanes .............................................. 4.1.4 Transshipment Locations ........................................ 4.1.5 Schedules ............................................................... 119 120 124 127 134 137

8

Contents

4.2

Resources ......................................................................... 4.2.1 Means of Transport and Vehicle Resources ............. 4.2.2 Transportation Unit Resources ................................ 4.2.3 Drivers ................................................................... 4.2.4 Calendar Resources and Handling Resources .......... 4.2.5 Maintaining Resources and Means of Transport ......

142 143 145 145 146 146

5

General Tools ................................................................ 1575.1 5.2 5.3 Conditions ........................................................................ Post Processing Framework (PPF) ...................................... Incompatibilities ............................................................... 158 161 170

6

Order Management ..................................................... 1736.1 Order Objects and the Order Receipt Process in SAP TM ... 6.1.1 Order Receipt ...................................................... 6.1.2 Data Areas in the Business Object Shipment Request ............................................................. Personal Object Work List in Order Management .............. 6.2.1 Personalization of the Personal Object Work List ... 6.2.2 Defining Queries .................................................. Business Object Structures in the Shipment and Freight Request ............................................................................ 6.3.1 Business Object Nodes of the Shipment Request ... 6.3.2 Business Object Structure of the Freight Request ... 6.3.3 Use of Role Codes and Type Codes ...................... Shipment Request Views ................................................... 6.4.1 Detail View of the Shipment Request ................... 6.4.2 Basic View of the Shipment Request .................... 6.4.3 Document Status ................................................. 6.4.4 Overview ............................................................. 6.4.5 Detail Data for Overview ..................................... 6.4.6 Item Data ............................................................ 6.4.7 Business Partners ................................................. 6.4.8 Packaging ............................................................ 6.4.9 Resources (Transportation Units and Vehicles) ..... 6.4.10 Shipment Stages .................................................. 6.4.11 Notes and Dossier ............................................... 6.4.12 Charges and methods of payment ........................ 6.4.13 Governmental Procedures .................................... Associated Document Information .................................... 6.5.1 Freight Units ...........................