S> Rheinwerk. Transportation Management with SAP* TM. Publishing. Bernd Lauterbach, Stefan Sauer, Jens Kappauf, Jens Gottlieb,

Transcription

1 Bernd Lauterbach, Stefan Sauer, Jens Kappauf, Jens Gottlieb, Dominik Metzger, Christopher Surie Transportation Management with SAP* TM S> Rheinwerk Publishing Bonn Boston

2 Contents Preface 15 Introduction 21 Bl ' MHiO'.ilJ n^titt'ioi<f1i[*31aft 1 if5 11H11* Z*IHiI*Fl<lr*ltm **'.'. \xeeu39huul 1.1 SAP Business Suite and SAP NetWeaver Layers and Components of an SAP System SAP NetWeaver Application Platform SAP NetWeaver Functions That Support Business Applications Important Business Concepts in SAP Systems SAP NetWeaver Application Components SAP TM as Part of the SAP Business Suite SAP TAA SAPERP SAP Event Management SAP Environment, Health, and Safety Management SAP Global Trade Services SAP Extended Warehouse Management SAP Customer Relationship Management SAP Quality Issue Management SAP hybris Billing Functional Overview of SAP TM Process Coverage and Collaboration with SAP TM Mode of Operation of SAP TM Overview of the Following Chapters 81 IBilliE^ 2.1 Technological Foundation of SAP TM Storing Data in the BOPF Data Processing with the BOPF Business Add-lns User Interface Technologies Floorplan Manager and Floorplan Manager BOPF Integration Defining User-Specific Roles and Menus 107 7

3 2.2.3 Filtering Roles for SAP NWBC Customizing Screen Areas 109 Frameworks and Tools Used throughout SAP TM Condition Framework Using BRF Incompatibilities Post Processing Framework Document Creation Optimizer SAP Visual Business Process Controller Framework 128 Integration Technology with SAP TM SOA-Based Integration with SAP PI Integration with SAP PI without Predefined Content Monitoring Integration Messages with Service Interfaces RFC-Based Communication 141 yy General Master Data Organizational Structure Product Dangerous Goods Business Partner Transferring Master Data between SAP ERP and SAP TM 172 Transportation Network Locations Transportation Zones Transportation Lanes Schedules Transshipment Locations Default Routes Trade Lanes Transportation Network Cockpit and Overview POWL Integration of Geographical Information Systems 229 Resources Vehicles and Trailers Calendars and Handling Resources Transportation Unit Resource Defining Resources 252

4 4.1 Integration of SAP ERP Documents Sales Order Integration Integration of Materials Management Orders Integration of Scheduling Agreements Order-Based Transportation Requirement Integration of Deliveries Integration Scenarios Sales Order Scheduling Forwarding Orders and Forwarding Quotations Forwarding Orders Charge Estimation Forwarding Quotations Creating Orders and Quotations with Reference 334 8li^^^o^^u^Sl^^^^^S^^^u^^^^ ^^^^S^^^^^^^^^^^^^^^^^^^^^^^^^^^^^m^ 5.1 Capacity Management Process Overview Systematically Creating Schedule-Based Freight Documents Schedule Change Management Allocations Business Shares Freight Bookings Ocean Freight Bookings Air Freight Bookings 373 t»x»j 6.1 Freight Units Freight Unit Definition Properties of Freight Units Creating Freight Units Package Building Transportation Units Transportation Units, Freight Units, Freight Orders, and Freight Bookings Trailer Units 401 9

5 6.2.3 Railcar Units Container Units 406 Manual Planning Planning Strategies Profiles and Settings Configuring the Transportation Cockpit Hierarchical View and Dual View Map Gantt Chart Load Plan Entry into the Transportation Cockpit Using the Transportation Cockpit Transportation Proposal Scheduling 468 Automated Planning Background Planning and Vehicle Scheduling and Routing Configuring Optimizer Settings Vehicle Scheduling and Routing: Planning Objectives Vehicle Scheduling and Routing: Planning Constraints Vehicle Scheduling and Routing: Optimization Algorithm Explanation Tool Load Optimization 498 M Carrier Selection Process Objective of the Carrier Selection Optimizer Constraints Configuration 519 Freight Order Management Configuration and User Interface Freight Order Items Special Processes with Freight Orders Service Orders 540 Freight Tendering 542

6 8.1 Transportation Execution Document Creation Discrepancies Export/Import Processing Execution Information between SAP TM and SAP ERP SAP Event Management Event Handlers and Event Messages Event Management Process SAP Event Management Configuration Event Messages and Event Processing End User Interaction, Lists, and Background... Processing Preconfigured Event Management Content Integrating SAP Event Management with Components 617 iii] 9.1 SAP Global Trade Services Functionality Overview Integration of SAP GTS and SAP TM Export Compliance for Sanctioned Party Screening and Embargo Checks Export Customs Services Import Customs Services SAP Environment, Health, and Safety Management Dangerous Goods Regulations Dangerous Goods Classification Requirements for Dangerous Goods Checks in Transportation SAP ERP Master Data for Dangerous Goods and Shipper Handling Dangerous Goods-Related Integration and Process Flow between SAP ERP and SAP TM Configuration of Dangerous Goods Checks for SAP TM Dangerous Goods Content Loader SAP TM Application-Level Setup for Dangerous Goods Support Dangerous Goods Data and Checks in SAP TM

7 Contents 9.3 External Compliance Service Providers Cargo Security Filing Procedure Export and Import Customs Declaration and Transit Procedure Air Freight Booking Procedure Charge Calculation Master Data Contract Management with Agreements Calculation Sheet Rate Tables Service Products and Standard Operating Procedures Contract Determination Contract Determination Logic Setup of Contract Determination Preconditions for Contract Determination Charge Calculation Logic in Selling, Buying, and Internal Invoicing Processes Charge Calculation Logic Basics Charge Calculation for Air Freight Charge Calculation with Freight-Forwarders Charge Calculation for Trucking, Rail Freight, and Container Management 733 K IiBki r^^i pjitoi ir^ <r* T/^iir* ro A^OiM^T^yi if-iihf ii^pwwpwpwpb^sil 11.1 Strategic Freight Selling Constraints, Expectations, and Activities in Customer RFQ Management The RFQ Management Process Strategic Freight Selling Functions Strategic Freight Procurement Freight Procurement Planning and Analytics Freight Agreement Request for Quotation Process 756 mwmmm wm^ h i ih i 4. i t ~. * ** ^^r^^^^^^bmm^ 12.1 Charge Settlement and Billing Creating Forwarding Settlement Documents Structure of Forwarding Settlement Documents

8 Contents Integrating Forwarding Settlement Documents with SAP ERP Sales and Distribution Business Scenarios in the Forwarding Settlement Process Creating Freight Settlement Documents Structure of Freight Settlement Documents Integrating Freight Settlement Documents with SAP ERP Materials Management Carrier Self Billing and Dispute Management Credit Memos Cost Distribution and Internal Settlement Cost Distribution Internal Settlement Profitability Analysis Settlement with SAP hybris Billing 835 i i *i 13.1 Analytics Business Intelligence Content Data Provisioning and Operational Reporting Embedded Analytics with Business Context Viewer Integration with SAP EWM Introduction to SAP EWM Integrating with SAP ERP Standard Integration Scenarios Integration with SAP EWM for Transit Warehouse Transshipment Operations Integration Overview Sample Air Freight Scenario Collaborative Transportation Management Mobile Applications Collaboration Portal Integration with SAP Customer Relationship Management Large Transportation Management System Installations Use Preconfigured Sample Scenarios Use Rapid Deployment Solutions Customer Onboarding in SAP TM Installations

9 Contents 14.5 Use Central Control Elements in SAP TM Setup Optimize the Sequence of SAP TM Configuration Consider SAP TM's Strengths and Limitations Enhance SAP TM via Custom Development 937 BlPillH f9j*f^ A Additional References 947 B Abbreviations 949 C The Authors 955 Index