Ocean Freight: Test Case THE BEST RUN TEST CASE DESCRIPTION PUBLIC SAP TM 9.6 SP

Transcription

1 TEST CASE DESCRIPTION PUBLIC SAP TM 9.6 SP SAP SE or an SAP affiliate company. All rights reserved. THE BEST RUN

2 Content Prerequisites User-Specific Customizing Master Data and Organizational Data Roles Defining Queries for Personal Object Worklist (POWL) Creating a Query for OF-USLGB Alerts Defining Profile and Layout Sets Variant 1: Less-Than-Container Loads (LCL) Overview of Processes Overview of Planning and Execution Organization for Each Stage Process Steps Manage Bookings for Export Manage LCL Forwarding Orders Planning Drayage Planning Pre-Carriage Planning Pickup Executing Pickup for Transit Warehousing (Shipper to Trans Whse) Executing Pickup Inbound Processing in SAP EWM (Receiving at Transit Warehouse) Executing Pre-Carriage with Transit Warehousing (Deliver to TW) Outbound Processing in SAP EWM (Pickup from Transit Warehouse) Executing Pre-Carriage with Transit Warehousing (Rec from TW) Inbound Processing in SAP EWM (Receiving at Gateway) Executing Pre-Carriage Loading Freight for Main Stage with Transit Warehousing Outbound Processing in SAP EWM (Packing of Container HUs) Loading Freight for Main Stage Executing Drayage with Transit Warehousing Outbound Processing in SAP EWM (Deliver Container HU to Airport) Executing Drayage Generate Shipping Docs for Main Stage and Executing Ocean Dep Managing Forwarding Settlements (Export) Managing Freight Settlement (Export) Sending Shipping Instructions for Main Stage to Ocean Carrier P U B L I C Content

3 Split Consolidation Manage Bookings for Import Manage Forwarding Orders for Import Arrival of Container at Port of Discharge (Import Process) Importing Customs Clearance Planning Drayage to CFS Executing Drayage to Gateway with Transit Warehousing Inbound Processing in SAP EWM (Rec and Unpacking Container HUs) Executing Drayage to CFS Deconsolidating Container in Container Freight Station Planning On-Carriage Stage from CFS to Import Station Creating Delivery Freight Order Executing and Monitoring Freight for Import Managing Forwarding Settlement (Import) Managing Freight Settlement (Import) Variant 2: Full-Container Loads (FCL) Overview of Processes Overview of Planning and Execution Organization for Each Stage Process Steps Manage Bookings for Export Manage FCL Forwarding Orders Create Pickup Execute and Monitor Freight for Export Load Freight for Main Stage Send Shipping Instructions for Main Stage Generate Shipping Documents for Main Stage and Execute Ocean Departure Check Arrival of Container at Port of Discharge (Export Process) Executing Main Carriage Creating Forwarding Settlement Document for Shipper Manage Freight Settlement Manage Bookings for Import Manage Forwarding Orders for Import Arrival of Container at Port of Discharge (Import Process) Import Customs Clearance Create Delivery Freight Order Execute and Monitor Freight for Import Forwarding Settlement for Consignee Manage Freight Settlement for Import Content P U B L I C 3

4 Legal Disclaimer Caution This document contains sample configuration content. Unless expressly stated otherwise in your agreements with SAP, this sample content is not part of SAP product documentation and you may not infer any product documentation claims against SAP based on this information. 4 P U B L I C Legal Disclaimer

5 1 This scenario describes the container-based ocean freight operations of the freight forwarding company, Interforwarders, Japan. Interforwarders is a global logistics service provider (LSP) with offices and facilities in various Japanese and North American cities. The Interforwarders transportation network consists of forwarding houses in Tokyo, Nagoya, and Hiroshima as well as a central gateway and container freight station in Yokohama. On the west coast of the United States, the gateway is the container freight station in Los Angeles, and forwarding houses are in Phoenix, San Diego, and San Francisco. Typically, the forwarding houses have direct customer contact, whereas the central gateway coordinates and consolidates all ocean traffic through its container freight station. This means that the forwarding houses have contracts (forwarding agreements) with customers (including both shippers and consignees), which contain the charges and handling information. On the other hand, the gateways enter into contracts (freight agreements) with the carriers (container shipping lines and trucking companies) to agree optimized, consolidated cost rates and volume agreements. The scenario allows for two variants of container movement in which Interforwarders handles either fullcontainer load (FCL) or less-than-container load (LCL) shipments. The Yokohama gateway reserves container space by generating ocean bookings directly with the container shipping line, SOCAL. This reserves container space in particular voyages in the schedule of the trade lane from Yokohama to the port of Long Beach. Variant 1: LCL Individual LCL shipments from various shippers in the greater Tokyo area are registered by the Tokyo forwarding house by creating forwarding orders in the system. The main voyage stage of the forwarding order is planned by assigning the shipment to an existing ocean booking. After the gateway has sent a confirmation, plans can be made for pickup from the shipper s location and pre-carriage from the Tokyo forwarding house to the Yokohama container freight station. In addition, the forwarding house performs all necessary customs clearance activities on the export side and records this in the forwarding orders. Land transportation in Japan consists of the following stages: Pickup of individual shipments from the shipper and transport to the forwarding house in Tokyo on an LTL basis. Precarriage from the forwarding house in Tokyo to the container freight station in Yokohama on an FTL (full-truck-load) basis. After the consolidated truck has arrived at the Yokohama container freight station, the individual LCL shipments are loaded into the standard dry containers. The shipping line supplies the standard dry containers. The shipping instructions (SI) are sent to the container shipping line, SOCAL, and the containers are transported to the Yokohama container terminal. The container shipping line confirms loading by sending a shipped-on-board message to Interforwarders. At this point, Interforwarders generates the individual ocean house bills of lading and sends them to its customers. Once the containers reach the port of Long Beach, the Los Angeles gateway of Interforwarders confirms the arrival and its container freight station deconsolidates the containers. The U.S. subsidiary of Interforwarders organizes the customs clearance of the cargo from the port. It also organizes a trucking service to deliver the LCL shipments to the consignees in the United States. SOCAL bills Interforwarders, Japan for handling and ocean transport, and Uchida trucking bills for the land transport and pickup services. The Tokyo forwarding P U B L I C 5

6 house of Interforwarders bills the individual Japanese shippers according to the Incoterms and forwarding contracts. Variant 2: Full-Container-Loads (FCL) To perform an FCL movement, Interforwarders provides the required equipment from the container depot located and maintained at the forwarder's premises in Tokyo. However, the gateway is still in charge of booking the ordered capacity on an ocean vessel and sending the confirmation, which enables the LSP to start the subsequent planning and execution processes. The dedicated trucking company provisions an empty container, thereby providing a customer-specific 20ft or 40ft unit that can be filled at the shipper's facilities. The implication here is that further consolidation of cargo from multiple sources is no longer required and a stopover at the container freight station becomes obsolete. Once the export has been declared, the sealed transportation unit reaches the container terminal at Yokohama sea port without any detour. On receipt of the shipping instructions, the ocean carrier SOCAL takes over the container unit and confirms loading onto the vessel by transmitting a Shipped-on-Board message to Interforwarders. The LSP obtains a master bill of lading from the shipping company based on the main carriage and issues the house bill of lading for the customer, which covers the entire door-to-door transport. As soon as the vessel calls at the port of destination, the forwarder's partner gateway in the United States announces the arrival of the container unit. The necessary customs clearance operations on the import side are then carried out and pickup from the Long Beach terminal is planned. Since the inbound routing and the outbound routing are symmetrical, the FCL unit finds its way directly to the consignee via overland transportation. This delivery process is administered by the local forwarding house, which stays in contact with the consignees and subcontracts to trucking companies. The ocean carrier SOCAL charges Interforwarders, Japan for the main carriage while the respective national forwarding agents charge the shipper and the consignee in accordance with the Incoterm and billing agreements. 6 P U B L I C

7 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 11]) Define queries for your personal object worklist (see Defining Queries for Personal Object Worklist [page 12]) Define profile and layout sets (see Defining Profile and Layout Sets [page 14]) 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. Note Additional Default Values You can test the scenario with other SAP Best Practices default values that have the same characteristics. Check your SAP ECC system to find out which other material master data exists. Prerequisites P U BL IC 7

8 Using Your Own Master Data You can also use customized values for any material or organizational data for which you have created master data. Use the following master data in the process steps described in this document: Master and Organizational Data Value Details Comment Material None packages are used in forwarding orders None None Business Partner OAF-CR-01 Ocean carrier Japan OAF-CR-02 Ocean carrier United States OAF-CR-03 Truck agents Japan OAF-CR-04 OAF-CR-05 Truck Agents United States OAF-CR-06 OAF-CU-01 Japanese customer 1 None OAF-CU-02 Japanese customer 2 None OAF-CU-03 Japanese customer 3 None OAF-CU-04 Japanese customer 4 None OAF-CO-01 U.S. consignee 1 None OAF-CO-02 U.S. consignee 2 None OAF-CO-03 U.S. consignee 3 None OAF-CO-04 U.S. consignee 4 None Transportation Zone OF-JP-SHPALL Ocean Freight Zone JP-SHP- PORT Japan OF-US-SHPALL Ocean Freight Zone US Port- SHP U.S. West Means of Transport OF_VESSEL Scheduled vessel None OAF_TRUK_S Scheduled truck None OAF_TRUCK Truck MTr None 8 P U B L I C Prerequisites

9 Master and Organizational Data Value Details Comment OF_TR Trailer None OF_TRA Tractor None Equipment Group CN Container None Equipment Type 22G0 20 ft. General purpose container None 42G0 40 ft. General purpose container None 22R1 20 ft Reefer Container None Plant 5000 None Tokyo 3300 None Los Angeles Schedule OF-SCHED-CR-02 JPYOK USLGB Ocean carrier schedule Carrier 02 OF-SAILSCHED-CR-02 CFS-JPYOK CFS-USLAX Sailing schedule Carrier 02 OF-TRUCKSCHED-01 JPNGO CFS-JPYOK 01/02 Truck schedule Japan OF-TRUCKSCHED-02 JPTYO JPYOK OF-TRUCKSCHED-03 USLAX USSAN 03/04 Truck schedule United States OF-TRUCKSCHED-04 USLAX USPHX Shipping Point 5000 None SP Tokyo 3300 None SP Los Angeles Sales Organization 5000 None Sales organization 3000 None Location OF-JPYOK Port of Yokohama None OF-USLGB Port of Long Beach None OF-CFS-JPYOK CFS Yokohama None OF-CFS-USLAX CFS Los Angeles None Prerequisites P U BL IC 9

10 Master and Organizational Data Value Details Comment OAF-STA-JPNGO FH Station Nagoya None OAF-STA-JPTYO FH Station Tokyo None OAF-STA-USPHX FH Station Phoenix None OAF-STA-USSAN FH San Diego None Default Route OF-ROUTE-01 Nagoya Phoenix LCL OF-ROUTE-02 Nagoya San Diego LCL OF-ROUTE-03 Tokyo Phoenix LCL OF-ROUTE-04 Tokyo San Diego LCL OF-ROUTE-05 Japan US FCL Company Code 5000, 3300 None Only in SAP ERP Purchasing Organization 5000, 3300 None Only in SAP ERP Forwarding House (Organizational ID) OAF-FWH-01 FH Nagoya None OF-FWH-03 FH Yokohama None OAF-FWH-05 FH Tokyo None OF-FWH-20 FH Los Angeles None OF-FWH-21 FH Phoenix None OF-FWH-22 FH San Diego None Vendor OAF-CR-01, OAF-CR-02 None Ocean Carrier OAF-CR-03, OAF-CR-04 None Trucking carrier (Japan) OAF-CR-05, OAF-CR-06 None Trucking carrier (United States) Note Some of the locations mentioned in this test case have the Substitute this with the system name of your SAP ERP system. 10 P U B L I C Prerequisites

11 2.3 Roles The following roles must have already been installed to test this scenario in SAP NetWeaver Business Client (NWBC). The roles in this document must be assigned to the user or users testing this scenario. SAP Transportation Management Business Role Technical Name Customer Service Agent Transportation Planner Booking Specialist Carrier Settlement Specialist (for example, Payment Specialist) Customer Settlement Specialist /SCMTMS/CUSTOMER_SERVICE_AGENT /SCMTMS/PLANNER /SCMTMS/BOOKING_AGENT /SCMTMS/CARRIER_SETTLEMENT_SP /SCMTMS/CUSTOMER_SETTLEMENT_SP SAP Event Management Business Role Technical Name Comment SAP Event Management User /SAPTRX/SAP_EM_USER Required to access Web transactions in SAP Event Management SAP ERP: Business Role Technical Name Comment Online Invoice Verification SAP_MM_IV_CLERK_ONLINE Required to enter and verify carrier invoices Prerequisites P U BL IC 11

12 2.4 Defining Queries for Personal Object Worklist (POWL) Use The following queries must be defined to test this scenario in SAP NetWeaver Business Client (NWBC). You require these queries only if you work with the NWBC interface; you do not need them if you use the standard SAP GUI. The queries are necessary to access role-specific worklists in NWBC. You perform the following steps with the user with which you are planning to use these new queries. This may be either your own test user or the ones specified in the first row of the table below. 1. In SAP NetWeaver Business Client (NWBC), choose Forwarding Order Management Worklist Overview Forwarding Order. 2. In the All Forwarding Orders area, choose Define New Query. 3. Enter the following data: Field Query 1 Query 2 Query 3 Query 4 Business Role Customer_ Service_Agent Transportation Planner (User; Customer_ Service_Agent Transportation Planner (User; (User; JIME) OSOTOGARI) (User; JIME) OSOTOGARI) Application Overview Ocean Forwarding Order Management Overview Ocean Forwarding Order Management Overview Ocean Forwarding Order Management Overview Ocean Freight Bookings Object Type Ocean Forwarding Order Ocean Forwarding Order Ocean Forwarding Order Template Freight Booking Ocean Category Ocean Forwarding Order Ocean Forwarding Order Ocean Forwarding Order Ocean Freight Bookings 12 P U B L I C Prerequisites

13 Field Query 1 Query 2 Query 3 Query 4 Selection Criteria FWO Type OF01 FWO Type OF01 FWO Type OF01 Document Type Traffic Direction 1 Life Cycle Status between 01 and 06 Traffic Direction 1 Organization Interaction Status 02 OF04 Combination A Both Locations - selected Use Index Time selected Port of Discharge OF-USLGB Life Cycle Status 02 Shipped on Board - selected Query Name LCL Ocean To Be Checked LCL Ocean Inbound Alerts Freight Export by Gateway Freight Export for PoD OF- Templates USLGB Creating a Query for OF-USLGB Alerts 1. As a transportation planner, in SAP NetWeaver Business Client (NWBC), choose Freight Order Management Ocean Overview Ocean Freight Bookings. 2. Choose Define New Query. 3. In the Select Object Type field, choose Freight Booking Ocean and then choose Next. 4. In the General Data screen area, in the Document Type field, enter OF In the Location and Dates/Times screen area, in the Delivery Location field, enter OF-USLGB. 6. In the Statuses screen area, in the Life Cycle Statusfield, enter 02 In Process. In the Execution Status screen area, in the Shipped on Board field, enter X Shipped on board. Choose Next. 7. In the Description field, enter PRE-Alerts for OF-USLGB. 8. Select the category Ocean Freight Bookings, and choose Finish. Prerequisites P U BL IC 13

14 2.5 Defining Profile and Layout Sets Perform the following steps with the user with which you are planning to use the new queries. 1. In SAP NetWeaver Business Client (NWBC), choose Planning Planning Transportation Cockpit. When you open the transportation cockpit, you should see the Profile and Layout Sets screen. If this is not the case, choose Change Profile Selection Profile Selection Screen. 2. On the Profile and Layout Sets screen, choose the New pushbutton and enter the following data: Selection Profile (FUs) Planning Profile Selection Profile (FOs, FBs) Capacity Selection Settings Transportation Cockpit Layout Description OF-GEN-SEL- PRE-WO-TIME OF-PLAN- PROF-CN OF-GEN-SEL- PRE-WO-TIME OF-CAP-SEL- PRE OF-LAYO-01 CFS-Gateway Yokohama: Plan precarriage OF-GEN-SEL- MAIN-WO-TIME OF-PLAN- PROF-PRE OF-GEN-SEL- MAIN-WO-TIME OF-CAP-SEL- PRE OF-LAYO-01 CFS-Gateway Yokohama: Plan main carriage OF-GEN-SEL- ON-WO-TIME OF-PLAN- PROF-ON OF-GEN-SEL- ON-WO-TIME OF-CAP-SEL- ON OF-LAYO-01 CFS-Gateway Los Angeles: Plan oncarriage 14 P U B L I C Prerequisites

15 3 Variant 1: Less-Than-Container Loads (LCL) 3.1 Overview of Processes Process Step Business Role Transaction Code Expected Results Create Ocean Booking Transportation Planner NWBC Ocean booking is created with assigned voyage. Export Forwarding Order Entry Customer Service Agent NWBC Forwarding order is created with assigned booking. Plan first two stages Customer Service Agent NWBC Pickup and pre-carriage orders are generated. Execution of first two stages Customer Service Agent NWBC Freight orders are executed for the first two stages. Load Planning of Ocean Booking Transportation Planner NWBC Freight units are assigned to containers in accordance with the load report. Send Shipping Instructions Transportation Planner NWBC Shipping instructions from the booking are sent to the carrier. Execute Drayage to Container Terminal Transportation Planner NWBC Container is delivered to the container terminal in accordance with the booking. Freight order is created. Execution of Main Carriage Transportation Planner NWBC The booking is executed and the status updated ( Status Shipped on Board ) Variant 1: Less-Than-Container Loads (LCL) P U BL IC 15

16 Process Step Business Role Transaction Code Expected Results Generate and Send Invoice to Shipper Customer Service Agent NWBC Forwarding settlement document is created and transferred. Billing document is created in SAP ERP. TM: Settling Freight Orders Transportation Planner MIRO Freight settlement document is created and transferred. Service purchase order and entry sheet are created. Verifying Logistics Invoices Online Carrier settlement specialist MIRO/MRBR/MR8M Invoice document for the service purchase order is created, 3.2 Overview of Planning and Execution Organization for Each Stage Stages Planning & Execution Organization Pickup carriage On carriage Drayage Main carriage Drayage On carriage Delivery carriage Station Export (Nagoya or Tokyo) CFS Export Station CFS Export Station CFS Export Station CFS Import Station CFS Import Station Station Import (Phoenix or San Diego) You can use the organization as a payee in each freight settlement. 3.3 Process Steps Manage bookings for export [page 17] 16 P U B L I C Variant 1: Less-Than-Container Loads (LCL)

17 Manage LCL Forwarding Orders [page 20] Planning Drayage [page 27] Planning Pre-Carriage [page 28] Planning Pickup [page 30] Executing Pickup for Transit Warehousing (Shipper to Trans Whse) [page 32] Executing Pickup [page 33] Inbound Processing in SAP EWM (Receiving at Transit Warehouse) [page 35] Executing Pre-Carriage with Transit Warehousing (Deliver to TW) [page 36] Outbound Processing in SAP EWM (Pickup from Transit Warehouse) [page 37] Executing Pre-Carriage with Transit Warehousing (Rec from TW) [page 38] Inbound Processing in SAP EWM (Receiving at Gateway) [page 39] Executing Pre-Carriage [page 39] Loading Freight for Main Stage with Transit Warehousing [page 41] Outbound Processing in SAP EWM (Packing of Container HUs) [page 42] Loading freight for main stage [page 43] Executing Drayage with Transit Warehousing [page 43] Outbound Processing in SAP EWM (Deliver Container HU to Airport) [page 44] Executing Drayage [page 45] Generate Shipping Docs for Main Stage and Executing Ocean Dep [page 46] Managing Forwarding Settlements (Export) [page 47] Managing Freight Settlement (Export) [page 48] Sending Shipping Instructions for Main Stage to Ocean Carrier [page 51] Split Consolidation [page 52] Manage Bookings for Import [page 93] Manage Forwarding Orders for Import [page 94] Arrival of Container at Port of Discharge (Import Process) [page 95] Importing Customs Clearance [page 57] Planning Drayage to CFS [page 57] Executing Drayage to Gateway with Transit Warehousing [page 58] Inbound Processing in SAP EWM (Rec and Unpacking Container HUs) [page 59] Executing Drayage to CFS [page 60] Deconsolidating Container in Container Freight Station [page 61] Planning On-Carriage Stage from CFS to Import Station [page 62] Creating Delivery Freight Order [page 63] Executing and Monitoring Freight for Import [page 63] Managing Forwarding Settlement (Import) [page 65] Managing Freight Settlement (Import) [page 66] Manage Bookings for Export Use The main focus of transportation planning in this scenario is the main carriage stage, that is, the ocean transport. Pre-carriage and on-carriage stages are associated legs and are usually scheduled once the main Variant 1: Less-Than-Container Loads (LCL) P U BL IC 17

18 carriage has been finalized (in other words, the ocean booking has been confirmed by the ocean carrier). The booking in this section is considered to be a pre-booking of container space for a specific voyage. Specific customer requests and forwarding orders are subsequently assigned to the booking. Once the booking is fully consolidated with forwarding orders, shipping instructions are sent to the carrier. These shipping instructions essentially replace the original pre-booking information with more specific information. The containers associated with the booking have been physically loaded and the full container is transferred from the container freight station (CFS) to the carrier s container terminal at the port of loading by means of a drayage order. More Information Creating or changing a booking [page 18] Sending booking to carrier [page 19] Receiving confirmation and updating booking [page 20] Creating or Changing a Booking 1. In SAP NetWeaver Business Client (NWBC), choose Freight Order Management Ocean Create Ocean Freight Booking. 2. Enter freight booking type OF04 and choose Continue. The New Ocean Booking $1 screen appears. 3. Choose Schedule Assign. 4. Enter the following data: Field Value Source Location Destination Location OF-JPYOK OF-USLGB 5. Choose Search. 6. Select a voyage with departure date <today> + 2 weeks and with loop SOCAL SPEED if available. Choose OK. 7. Return to the freight booking document and note the voyage number on the General Data tab page: 18 P U B L I C Variant 1: Less-Than-Container Loads (LCL)

19 8. In the freight booking document, check that carrier OF-CR-02 has been entered on the General Data tab page. The purchasing organization should also have been entered automatically. If this is not the case, enter OF- FWH-03 (exporting container freight station) in the Purchasing Organization field. 9. On the Stages tab page, enter the following stage types for the new stages (if the Stages tab page is not visible, choose Personalize and drag and drop the Stages tab page to the visible tab pages): Stage Stage Description Stage Type 10 OF-CFS-JPYOK - OF-JPYOK 01- Pickup 20 OF-JPYOK - OF-USLGB 03- Main Carriage 30 OF-USLGB - OF-CFS-USLAX 05- Delivery 10. On the Locations and Dates/Times tab page, check that the sequence of dates is correct: 1. Cargo cut-off date at pickup location 2. Pickup date at pickup location 3. Cargo cut-off date at port of loading 4. Sailing date at port of loading 5. Expected arrival date at port of discharge 6. Port pickup date at port of discharge 7. Delivery date at delivery location 11. Save the document. Note the booking number: Sending Booking to Carrier 1. In SAP NetWeaver Business Client (SAP NWBC), choose Freight Order Management Ocean Edit Ocean Freight Booking. 2. Open the ocean freight booking that you created in Creating or Changing a Booking [page 18] in edit mode. 3. Choose Subcontracting Send Booking. The booking is sent to the carrier. 4. On the General Data tab page, check that the value of the Booking Confirmation Status field changes to 2 Sent to Carrier. 5. Choose Save. Variant 1: Less-Than-Container Loads (LCL) P U BL IC 19

20 Receiving Confirmation and Updating Booking Note This procedure assumes that the carrier confirms this booking, for example, by fax or In SAP NetWeaver Business Client (NWBC), choose Freight Order Management Ocean Edit Freight Booking. 2. Open the ocean freight booking that you created in Creating or Changing a Booking [page 18]. 3. Choose Subcontracting Set to Confirmed by Carrier. 4. Check that the value of the Booking Confirmation Status field has changed to 4 Confirmed by Carrier and that the confirmed cargo capacity has changed to your container value. 5. The Steamship Line booking number is a number that you would receive from the carrier. Enter any 8- digit number. This is checked later in follow-on documents, for example. 6. Choose Save. The booking is saved Manage LCL Forwarding Orders Creating forwarding order templates [page 20] Creating forwarding order from template [page 24] Confirming schedule request: Yokohama gateway for Tokyo station [page 26] (optional) Creating LCL Forwarding Order Templates Context In general, you can predefine any number of templates for all conceivable shipper-consignee relationships to standardize processing of the most commonly used LCL forwarding orders. In this section, however, we provide two possible templates that cover different routes through the transportation network. 1. In SAP NetWeaver Business Client (NWBC), choose Forwarding Order Management Forwarding Order Create Forwarding Order. 2. Enter ocean forwarding order type OF P U B L I C Variant 1: Less-Than-Container Loads (LCL)

21 3. Enter transportation mode 03 - Sea. 4. Select the Template checkbox. 5. Choose Continue. 6. Enter the following data: Field Value At Header Level Sales Organization OAF-FWH-05 (Tokyo) Shipping Type 2 Movement Type Incoterm DD DDP Incoterm Location At Item Level Item Type Package Type Pieces OF03 Box 40 EA Gross Weight 1400 kg Gross Volume 3 m³ Net Weight 1300 kg 7. Press ENTER. 8. On the Charges tab page, enter the following data: Field Document Currency Value JPY 9. On the Business Partner tab page, enter the following data: Field Ordering Party Shipper Value OAF-CU-02 OAF-CU-02 Variant 1: Less-Than-Container Loads (LCL) P U BL IC 21

22 Field Consignee Prepaid Agreement Party Collect Agreement Party Value OAF-CO-02 OAF-CU-02 OAF-CO Select the item and enter the following data on the Package Details tab page: Field Value Item Description None Length 2 Width 1 Height 1,5 Unit of Measure Goods Value M 232,000,000 JPY 11. On the Location and Dates/Times tab page, enter the following data at header level: Field Source Location Destination Location Value CUOAF-CU-02@ERP001 CUOAF-CO-02@ERP001 Note The source and destination locations have different names; the location name depends on the SAP ERP system name 12. Save the template. 13. Repeat the process for the next shipper using the following data: 14. Choose ocean forwarding order type OF01, select the Template checkbox, and choose Continue. 15. Enter the following data: Field Value At Header Level Sales Organization OAF-FWH-05 (FH Tokyo) 22 P U B L I C Variant 1: Less-Than-Container Loads (LCL)

23 Field Movement Type Incoterm Incoterm Location Value DD FOB OF-JPYOK At Item Level Item Type Package Type Pieces OF03 Box 4 EA Gross Weight 2.2 TO Gross Volume 4 m³ Net Weight 2 TO 16. Press ENTER. 17. On the Charges tab page, enter the following data at header level: Field Document Currency Value JPY 18. On the Business Partner tab page, enter the following data at header level: Field Ordering Party Shipper Consignee Prepaid Agreement Party Collect Agreement Party Value OAF-CU-04 OAF-CU-04 OAF-CO-03 OAF-CU-04 OAF-CO Select the item and enter the following data on the Package Details tab page: Field Item Description Value Fireworks Variant 1: Less-Than-Container Loads (LCL) P U BL IC 23

24 Field Value Length 2 Width 2 Height 1 Unit of Measure Goods Value M 6,400,000 JPY 20.On the Location and Dates/Times tab page, enter the following data at header level: Field Source Location Destination Location Value CUOAF-CU-04@ERP001 CUOAF-CO-03@ERP001 Note The source and destination locations have different names; the location name depends on the SAP ERP system name 21. Save the template Creating Forwarding Order from Template 1. As a customer service agent in SAP NetWeaver Business Client (NWBC), choose Forwarding Order Management Worklist Overview Forwarding Order Choose Query LCL Ocean Freight Export Templates. 2. Select the template that you created in Creating Forwarding Order Templates [page 20]. 3. Choose Create Forwarding Order from Template. 4. On the Locations and Dates/Times tab page, enter the following data: 24 P U B L I C Variant 1: Less-Than-Container Loads (LCL)

25 Field Pick-Up Date Delivery date Value <Today> + 8 days <Today> + 38 days 5. On the Actual Route tab page, select the complete stage and choose Schedule Assign. A dialog box appears. Select a proposal and choose Done. The system adds 4 more stages. 6. Save the forwarding order. 7. Choose Edit. On the Ordered Route tab page, in the Stage Type field, enter 03 Main Carriage. 8. Note the forwarding order number 9. Note the freight units Planning the Main Stage Use Before consolidating the freight from the ocean booking into containers, you must print the relevant information and send it to the warehouse. Actual consolidation of the containers takes place in the warehouse based on the loading instructions in this information. After the containers are loaded, the container freight station (CFS) receives a confirmation of the containers into which the freight units or forwarding orders are loaded. This information can be used to complete the consolidation on the Cargo Management tab page. 1. You are a transportation planner. In SAP NetWeaver Business Client (NWBC), you choose Planning Planning Transportation Cockpit. 2. Create a new layout in the transportation cockpit. Specify the profiles in the following table: Profile Type Profile Name Selection Profile (FU) Selection Profile (TU) Planning Profile OF-GEN-SEL-MAIN-WO-TIME OF-GEN-SEL-MAIN-WO-TIME OAF-PLAN-PROF-CN Variant 1: Less-Than-Container Loads (LCL) P U BL IC 25

26 Profile Type Profile Name Selection Profile (FB) Transportation Cockpit Layout OF-GEN-SEL-MAIN-WO-TIME OF-LAYO-01 Choose Continue. 3. On the Freight Unit Stages screen area, select your freight unit. Drag and drop your freight unit onto a container resource on the Resources Area of the screen. You can find the Resources Area on the Containers tab page on the bottom left of the cockpit screen. To display the container unit document number, scroll to the right on the Forwarding Order Actual Route tab page. The container unit document number is under the column Execution Document. Save your work. The system creates a new container unit. The system displays the new unit on the Container Unit Stages screen area, on the bottom right of the cockpit screen 4. Choose your container unit in Container Unit Stages screen area and drag and drop the container unit onto your freight booking. Save your work. You have created a container unit and you have assigned the container unit to your freight unit and forwarding order. You have planned the container unit for your freight booking Confirming Schedule Request: Yokohama Gateway for Tokyo Station Use This procedure is optional in this scenario. 1. As a transportation planner in SAP NetWeaver Business Client (NWBC), choose Planning Planning Transportation Cockpit. 2. Choose and select the profile set with description CFS-Gateway Yokohama Planner Ocean. 3. Sort the freight unit stages by the Organization Interaction Status (Description) column in descending order. All freight units with the status To Be Checked should be at the top. If the Organization Interaction Status (Description) column is not displayed, choose Personalize and add it to the list of displayed columns. 4. Select the new freight unit and choose Set OI Status for FUs Confirm. 5. Save your actions in the transportation cockpit. The status of the main stage changes to Confirmed. This result can be checked in the transportation cockpit immediately after confirmation or in the corresponding forwarding order (after refresh). 26 P U B L I C Variant 1: Less-Than-Container Loads (LCL)

27 6. Return to the forwarding order that you created in Creating Forwarding Order from Template [page 24] and open it in edit mode. 7. Select stage 3 (main stage) again and choose Freight Document Select Freight Booking. 8. Choose the freight booking that you created in Creating or Changing a Booking [page 18]. Select Selected and then choose Done. 9. Check that the Stage Status for stage 3 changes to Planned or Not Loaded and that the freight booking document number and the carrier are automatically entered in the main stage. 10. If not done automatically, enter the following data in the Planning and Execution Organization column: Stage 1: OAF-FWH-05 (Tokyo) or OAF-FWH-01 (Nagoya) Stage 2: OF-FWH-03 Stage 3: OF-FWH-03 Stage 4: OF-FWH-20 Stage 5: OAF-FWH-21 (Phoenix) or OAF-FWH-22 (San Diego) 11. Choose Check and then Save. Note Stages 1 and 2 should now have the status Not Planned and stage 3 should have the status Planned or Not Loaded. Stages 4 and 5 should have the status Not Relevant since they are executed by a different organization and are therefore not relevant for planning. 12. Create forwarding orders for the other 3 shippers, and select the same voyage for all 4 forwarding orders. Check All of the forwarding orders should be booked on the same ocean booking. To check this, proceed as follows: 1. As a transportation planner in SAP NetWeaver Business Client, choose Freight Order Management Ocean Display Ocean Freight Booking. 2. Select the booking that you created in Creating or Changing a Booking [page 18] and choose Continue. 3. Check that all four forwarding orders are listed on this booking. Check the Document Flow tab page or the Cargo Management tab page Planning Drayage 1. As a transportation planner, in SAP NetWeaver Business Client, choose Freight Order Management Ocean Edit Ocean Freight Booking. 2. Enter the number of the freight booking that you created earlier. 3. Choose Edit, go to the Items tab page, and choose Cargo Management. 4. Choose your container and choose Create Freight Order for Pick-Up Create Freight Order for Pick-Up. Choose Save. Variant 1: Less-Than-Container Loads (LCL) P U BL IC 27

28 5. Choose Edit, and go to the Document Flow tab page. 6. In the Document Hierarchy structure, choose the Successor Business Documents hierarchy. 7. Select the drayage pickup freight order. This is the freight order from the container freight station (CFS) to the port of loading container terminal. 8. Choose the corresponding business document number of the freight order. This opens the freight order. 9. Choose Edit, and go to the General Data tab page. 10. In the Purchasing Organization and Planning Organization fields, enter OF-FWH In the Carrierfield, enter OAF-CR In the Stage Type field on the Stages tab page, enter 02 (pre-carriage). These are costs for drayage as defined in the calculation sheet for pre-carriage. Choose Save. Results The drayage freight order for picking up the container from the CFS and transporting it to the port of loading has been created and planned Planning Pre-Carriage Plan Pre-Carriage 1. As a transportation planner, in SAP NetWeaver Business Client, choose Planning Planning Transportation Cockpit. 2. Create a new layout in the transportation cockpit by specifying the following profiles: Profile Type Profile Name Selection Profile (FU) Planning Profile Selection Profile (FO) Selection Profile (FB) OF-GEN-SEL-PRE-WO-TIME OF-PLAN-PROF-PRE OF-GEN-SEL-PRE-WO-TIME OF-GEN-SEL-PRE-WO-TIME 28 P U B L I C Variant 1: Less-Than-Container Loads (LCL)

29 Profile Type Profile Name Capacity Selection Settings Transportation Cockpit Layout OF-CAP-SEL-PRE OF-LAYO-01 Choose Continue. Perform Manual Planning 3. Select the filter option on the Freight Unit Stages screen area. 4. Enter your forwarding order number in the requirement column. Enter an asterisk (*) and the last two digits. For example, you can enter *88 for forwarding order number Enter your information. 5. Select your freight unit. On the lower-left screen area, expand the schedule that has the same loading location as your freight unit. For example, you can expand the schedule OF-TRUCKSCHED-01 for Nagoya to Yokohama or OF- TRUCKSCHED-02 for Tokyo to Yokohama. You can choose the loading locations OAF-STA-JPTYO or OAF- STA-JPNGO to display the daily schedules. 6. Drag and drop your freight unit on a schedule day that corresponds to the date of stage 2 in your forwarding order. Check that the system created a new freight order. Note For more than one freight unit for more than one customer, you can select all the freight units and drag and drop them onto a schedule Save your work. 7. Repeat these planning steps for your other forwarding orders. Select each freight unit in turn and drop it on your freight order. The system displays the freight order on the Freight Order screen area. The system treats the new freight order as a daily feeder truck from the station in Tokyo or Nagoya to the container freight station (CFS) in Yokohama. Save your work in the transportation cockpit. You can display the freight order details by choosing the new freight order number on the Freight Orders screen area. Check that all your freight units are listed in the new freight order. 8. On the General Data tab page of your new freight order, check that the carrier has been assigned automatically, and the purchasing organization and planning and execution organization have been entered for both of the exporting CFSs. The organization is OF-FWH-03. Variant 1: Less-Than-Container Loads (LCL) P U BL IC 29

30 3.3.5 Planning Pickup 1. As a customer service agent, in SAP NetWeaver Business Client (NWBC), choose Forwarding Order Management Worklist Overview Forwarding Order. 2. Select your forwarding order that is less-than-container load (LCL). Choose Edit. 3. Select stage 1 (Pickup) on the Actual Route tab page. 4. Check carrier OAF-CR-03 or OAF-CR-04 (Truck Carrier JP) for stage Choose Freight Document Create. Save your work. The system displays the freight order in the Document column on the Actual Route tab page. 6. Select the freight order. The system opens the freight order in a new window. 7. Choose Edit and enter the purchasing organization and planning and execution organization corresponding to the source station (either Tokyo or Nagoya). On the General Data tab page, in the Carrier field, check OAF-CR-03 or OAF-CR In the Stage Type field on the Stages tab page, enter 01 (pickup). 9. If no charges have been calculated, check the General Data tab page to see whether the purchasing organization has been entered. If it has not been entered, enter the corresponding forwarding house (the exporting station in either Tokyo or Nagoya). Save your work. Note the freight order number: Close the freight order. 10. Repeat these steps for all your forwarding orders using carrier OAF-CR-03 (Tokyo) or OAF-CR-04 (Nagoya). Next Steps Confirming Customer Booking [page 32] 30 P U B L I C Variant 1: Less-Than-Container Loads (LCL)

31 Working with Customs Export Clearance Context This is an optional step that demonstrates features for customs. Only use the forwarding order with shipper OAF-CU-01, because the item type refers to clothing (commodity code: 6204). The manual customs process described here involves you entering the customs status and customs reference numbers directly in the forwarding order. The forwarding order shows that the logistics service provider (LSP) files an export declaration on behalf of the shipper and that the shipment is relevant for customs. This results in the freight unit being blocked for execution until you enter the appropriate clearance along with an MRN (customs reference number). The system then releases the freight unit. 1. As a customer service agent, in SAP NetWeaver Business Client (NWBC), choose Forwarding Order Management Forwarding Order Edit Forwarding Order. 2. Enter the number of the forwarding order corresponding to shipper OAF-CU On the General Data tab page, check that Export Decl. by LSP (Export Declaration by Logistics Service Provider) is selected. 4. Select an item and go to the Customs tab page. 5. In the Customs Status field, change the status to Relevant. 6. the Customs Reference Number field, enter: In the Commodity Code for Customs field, enter Save the document and choose Edit. 9. In the Customs Status field, change the status to Customs Clearance Approved. Save the document. 10. In your forwarding order, navigate to the Document Flow tab page and open the freight unit by choosing the document number. On the Status tab page, check that the Customs Status field has changed to Customs Clearance Approved. You may need to refresh the document to display the latest customs status. Variant 1: Less-Than-Container Loads (LCL) P U BL IC 31

32 Confirming Customer Booking Context You have planned the main stage and pickup. The system uses the forwarding order to create the confirmation for the ordering party. 1. As a customer service agent, in SAP NetWeaver Business Client, choose Forwarding Order Management Forwarding Order Edit Forwarding Order. 2. Enter the number of your forwarding order. Choose Edit. 3. Select the Confirm function. Save your forwarding order. 4. On the Statuses tab page, check that the confirmation status has changed to Confirmed. 5. Repeat these steps for each of your forwarding orders. 6. (Optional) On the Output Management tab page, check that the system has created the forwarding order confirmation. To check the print preview, select the forwarding order confirmation and choose the Document Preview tab page. Save your work Executing Pickup for Transit Warehousing (Shipper to Trans Whse) Transit warehousing is the integration between SAP Transportation Management (SAP TM) and SAP Extended Warehouse Management (SAP EWM). The feature enables SAP TM to trigger SAP EWM to carry out load and unload activities. Planned cargo flow in SAP TM is rounded out with the actual cargo flow in SAP EWM. This is done by sending loading and unloading instructions from SAP TM to SAP EWM. The instructions create a basis for subsequent planning in SAP TM. You can also send loading and unloading reports from SAP EWM to track packages over a complex transportation network. Receiving inbound transportation planning results from SAP TM of a truck bringing cargo from a shipper to a transit warehouse. After the truck arrives in the transit warehouse, the truck is unloaded and the cargo is received and put away in the transit warehouse. After receiving is completed an LDAP notification message is sent to SAP TM. After the truck departs from the transit warehouse, a second LDAP notification message is sent to SAP TM. 32 P U B L I C Variant 1: Less-Than-Container Loads (LCL)

33 1. As a customer service agent, in SAP NetWeaver Business Client (NWBC), choose Forwarding Order Management Forwarding Order Edit Forwarding Order. 2. Select your forwarding order that has a less-than-container load (LCL). 3. On the Document Flow tab page, choose the number of the freight order that you created in planning pickup. Choose Edit. Enter the planning and execution organization and purchasing organization OAF-FWH-05 for Tokyo shipments and OAF-FWH-01 for Nagoya shipments. Save your freight order. 4. Under Execution Status, choose Set to Ready for Transportation Execution. With this status, you send the truck to the customer or shipper to pickup the cargo. When the truck has loaded the cargo at the customer, your customer service agent is informed that the truck is ready to go. 5. Under Execution Status, choose Set to Departed (optional). Save your work. 6. Under Load Plan Status, choose Set Unload Plan to Finalized. Save your work and close the freight order. The truck has arrived at the transit warehouse in Tokyo and is ready for the unloading process. When the Load Plan Status is Set Unload Plan to Finalized, the freight order is transferred to SAP EWM. SAP EWM creates the corresponding objects, such as vehicle, transportation unit, and inbound delivery. Note The freight order now has an execution status of In Execution, a logistical execution status of Departed, and a transmission-to-ewm status of Sent. Check 1. As a customer service agent, in NWBC, choose Freight Order Management Road Edit Road Freight Order. 2. Enter the freight order for your pickup. 3. Check the Charges tab page. A basic rate is displayed. 4. If no charges have been calculated, check the General Data tab page to see whether the purchasing organization has been entered. If not, enter the relevant forwarding house (the export station in either Tokyo or Nagoya). 5. Choose Calculate Charges. Repeat these steps for all your forwarding orders Executing Pickup Execute Pickup Variant 1: Less-Than-Container Loads (LCL) P U BL IC 33

34 1. As a customer service agent, in SAP NetWeaver Business client, choose Forwarding Order Management Forwarding Order Edit Forwarding Order. 2. Select your forwarding order. 3. On the Actual Route tab page, choose Document Flow. 4. Select the freight order for your pick-up (OF05 pick up and delivery freight order). 5. If not already entered by the system, on the Stages tab page enter the Departure Date and the Arrival Date. 6. On the General tab page, enter the purchasing organization and the planning and execution organization OAF-FWH-05 if the goods are to be transported by Tokyo, or OAF-FWH-01 if they are to be transported by Nagoya. Load a Freight Order (Pick-Up) 7. To select your freight order for pickup (Optional), choose Execution Status Set to Ready for Transportation Execution. 8. Choose the Execution Information tab page. 9. Choose Insert Event. 10. Enter the information in the following table: Field Value Event Loading Begin Actual Event Date The actual date the event takes place. For testing, use the planned arrival date. Otherwise, use the actual arrival date. Location CUOAF-CU (Depending on your departure location) 11. Choose Report Event. 12. Choose Insert Event. 13. Enter the information in the following table: Field Value Event Arrival at Destination Actual Event Date The actual date the event takes place. Location OAF-STA-JPTYO or OAF-STA-JPNGO 14. Choose Report Event, then Save and Close. 15. In the forwarding order, choose the Stages tab page. Refresh the page. 16. Check that the status for stage 1 is Arrived. 17. Repeat this procedure for all of your forwarding orders. 34 P U B L I C Variant 1: Less-Than-Container Loads (LCL)

35 Calculate Charges 18. As a customer service agent, in SAP NetWeaver Business Client, choose Freight Order Management Road Edit Road Freight Order. 19. Select the freight order for your pickup. Check the Charges tab page. 20.Choose Edit, and choose the Charges/Settlements tab page. 21. Choose Calculate Charges. Save your work. 22. Repeat these steps for all of the pickup stages in your forwarding orders. Next Steps Executing Pre-Carriage [page 39] Inbound Processing in SAP EWM (Receiving at Transit Warehouse) 1. As a customer service agent, in SAP NetWeaver Business Client (NWBC), choose Forwarding Order Management Forwarding Order Edit Forwarding Order. 2. Select your forwarding order that has a less-than-container load (LCL). 3. On the Documet Flow tab page, select the number of the freight order that you created in Planning Pickup [page 30]. 4. Choose the Document Flow tab page. Under Successor Business Documents, the system has created the SAP EWM freight order OAF-STA-JPTYO (or OAF-STA-JPNGO) for pickup. Open the freight order by clicking on the document number in the Business Documents column. In SAP EWM, open the transportation unit you created in Executing Pickup for Transit Warehousing (Shipper to Trans Whse) [page 32]. This has the same number as the pickup freight order. You can also display the handling units (HUs) on the HUs/HU Containers tab page. The quantity of HUs corresponds to the item quantity in the pickup freight order. 5. Choose Arrival at Checkpoint. The transportation unit (TU) has a status of Arrival, and SAP EWM sends the Arrival at Destination status to SAP TM. 6. On the TUs/Container TUs tab page, select the row of the TU and Choose Arrival at Door. The system displays a screen with the available doors. 7. Select the line that has the next free door. Variant 1: Less-Than-Container Loads (LCL) P U BL IC 35