SAP Transportation Management 9.1 SP04 Release Notes

Transcription

1 SAP Transportation Management 9.1 SP04 Release Notes

2 Copyright Copyright(c) 2014 SAP AG. All rights reserved. Neither this document nor any part of it may be copied or reproduced in any form or by any means or translated into another language, without the prior consent of SAP AG. The information contained in this document is subject to change without notice. SAP is a registered trademark of SAP AG. All other products which are mentioned in this documentation are registered or not registered trademarks of their respective companies.

3 Release-Informationen Inhaltsverzeichnis SAP AG 1 SCM Supply Chain Management SCM-BAS SCM Basis SCM-BAS-MD Master Data BF_TM_LOCL_BR01: SAP TM - Localization Brazil 4 2 TM Transportation Management Calculation Bases (Enhanced) SAP TM Collaboration Portal - r Interface (New) SAP TM Collaboration Portal - Back End (New) SAP TM Collaboration Portal - Freight Orders for Self-Billing UI (New) SAP TM Collaboration Portal: Freight Agreement Mgmt UI (New) SAP TM Collaboration Portal: Freight Order Mgmt UI (New) Structure Changes in the IMG for SAP TM SAP TM Collaboration Portal # Invoices UI (New) SAP TM Coll. Portal # Freight Orders for Invoice Submission UI (New) TM-FWA Forwarding Agreement Management Agreements (Enhanced) TM-FWA-RFQ Forwarding Agreement Request for Quotation Rate Quotation (New) TM-FRA Freight Agreement Management Agreements (Enhanced) TM-FRA-RFQ Freight Agreement Request for Quotation Strategic Freight Procurement (New) TM-CRM CRM Integration Integration of SAP TM with SAP CRM (New) TM-CF Cross functions TM-CF-ANA Analytics Strategic Freight Procurement Analytics (New) TM-ACS Air Cargo Security Air Cargo Security (Enhanced) TM-EIP Export / Import Processing Export/Import Processing (Enhanced) TM-FWM Forwarding Order Management General Enhancements to Forwarding Order Management (Enhanced) Support of Rail-Specific Processes in FWM (New) 35 SAP AG iii

4 Release-Informationen Inhaltsverzeichnis SAP AG Empty Provisioning and Empty Return (Enhanced) Nature of Goods (Enhanced) TM-ERP ERP Logistics Integration Integration of ERP Resources into TM Resources TM-ERP-TR Transportation Requirement ERP Integration (Enhanced) TM-FRM Freight Order Management Direct Shipment Options (Enhanced) Direct Integration with SAP Extended Warehouse Management (New) Definition of Item Types for Freight Order Management (New) Support of Parcel Shipment Process (New) Rail-Specific Functions (New) Container Unit (New) Nature of Goods (Enhanced) Service Items (New) Triangulation (New) TM-FRM-FRO Freight Order Freight Order Management (Enhanced) Separate FSDs for Invoicing Carriers in Rail FOs (New) TM-FRM-FRT Freight Tendering Tendering (Enhanced) TM-FRM-FRB Freight Booking Freight Order Management (Enhanced) TM-PLN Planning TM-PLN-LP Load Planning Load Planning (New) TM-PLN-FU Freight Unit Direct Shipment Options (Enhanced) TM-PLN-TU Transportation Unit Planning of Container Units (New) TM-PLN-TU-TRL Trailer Document Trailer Handling (New) TM-PLN-MP Manual Planning Manual Planning for Rail (New) TM-PLN-VSR Vehicle Scheduling and Routing Automatic Planning with Default Routes (New) Incremental Planning (New) TM-PLN-TAL Transportation Allocation Capacity Management (Enhanced) TM-PLN-PS Profiles and Settings 69 SAP AG iv

5 Release-Informationen Inhaltsverzeichnis SAP AG Resource Selection for Planning (New) TM-FWS Forwarding Settlement Settlements (Enhanced) TM-FRS Freight Settlement Dispute Management for Freight Settlements (New) Separate FSDs for Invoicing Carriers in Rail FOs (New) Settlements (Enhanced) Tax Handling Enhancement (New) TM-TCC Transportation Charge Calculation Charge Calculation (Enhanced) TM-BW Integration with SAP NetWeaver Business Warehouse BI/Analytics (Enhanced) BI/Analytics (Enhanced) TM-DG Dangerous Goods Dangerous Goods (Enhanced) Dangerous Goods (Enhanced) TM-EM Integration with SAP Event Management Resource Tracking with SAP Event Management (New) TM-GT Global Trade Global Trade / Customs (Enhanced) TM-MD Master Data Master Data (Enhanced) TM-MD-SP Service Product Service Product Catalogs (Enhanced) TM-MD-WB Waybill Number Range Waybill Stock (Enhanced) TM-MD-BP Business Partner Business Partner (Enhanced) TM-MD-CM Charge Management TM-MD-CM-AG Agreements Carrier Service Codes (New) TM-MD-CM-CS Calculation Sheets Calculation Sheets (Enhanced) TM-MD-CM-RA Rates Rate Tables and Scales (Enhanced) TM-MD-CM-SC Scales Rate Tables and Scales (Enhanced) TM-MD-TN Transportation Network TM-MD-TN-SCH Schedule Capacity Management (Enhanced) 94 SAP AG v

6 Release-Informationen Inhaltsverzeichnis SAP AG 2.28 TM-BF Basic Functions Structure Changes in the IMG for SAP TM 95 SAP AG vi

7 1 SCM Supply Chain Management SAP AG 1

8 1.1 SCM-BAS SCM Basis SAP AG 2

9 1.1.1 SCM-BAS-MD Master Data SAP AG 3

10 BF_TM_LOCL_BR01: SAP TM - Localization Brazil As of SAP Transportation Management 9.1 (SAP TM), the business function SAP TM - Localization Brazil (BF_TM_LOCL_BR01) is available. You use this business function to activate the country-specific vehicle identification number for Brazil (RENAVAM number) in SAP TM Resource Master Data. When this business function is activated, a Forwarding Settlement document (FWSD) in SAP TM generates a Billing document and a CTE document in SAP ERP which include RENAVAM information, if applicable. Note A Freight Settlement document (FSD) in SAP TM generates a PO in SAP ERP but this process does not handle RENAVAM information. See also SAP Library for SAP ERP under SAP ERP Central Component -> Logistics -> Logistics - General -> Integration of SAP ERP with SAP Transportation Management. SAP AG 4

11 2 TM Transportation Management 2.1 Calculation Bases (Enhanced) As of SAP TM 9.1, you can specify values for related calculation bases in calculation sheet line items. The following calculation bases are available: - Consolidation Type (CONSOLID_TYPE) - Ownership Type (OWNERSHIP_TYPE) - Vehicle Type (VEHICLE_TYPE) - Vehicle Gross Weight Capacity (VEHICLE_GROS_WT) - Vehicle Gross Volume Capacity (VEHICLE_GROS_VOL) - Number of Resources for Rating (NO_OF_RAILCARS) - Number of Axles (NO_OF_AXLES) - Pickup Location Holiday (PICKUP_HOLIDAY) - Delivery Location Holiday (DELIVER_HOLIDAY) The description of the following calculation bases has changed: - Quantity Pieces has changed to Quantity (QUANTITY_VAL) - Quantity Pieces 2 has changed to Alternative Quantity (QUANTITY_VAL_2) Effects on Customizing You define calculation bases and related calculation bases in Customizing for Transportation Management under Basic Functions -> Charge Calculation -> Data Source Binding -> Define Calculation Bases. 2.2 SAP TM Collaboration Portal - r Interface (New) As of SAP TM 9.1, you as a shipper can enable your carrier to use the SAP Transportation SAP AG 5

12 Management collaboration portal for carriers (SAP TM collaboration portal for carriers). Using the SAP TM collaboration portal for carriers enables you to take a business advantage from the following features: - Share key information from your SAP TM system with your carrier - Allow your carrier to make changes to the information in your SAP TM system, subject to your approval - Build a trusted working relationship with your carrier Your carrier can perform the following activities from the Home workset: - Review the key performance indicators (KPIs) for individual worksets, such as freight order management, freight settlement, and freight agreement management - Depending on the level of authorization you have enabled for your carrier, view and edit objects in the individual worksets On the Settings -> General tab page, your carrier can change the settings the system uses on the SAP TM collaboration portal to suit their personal needs. For example, your carrier can define the time zone the system uses to display information. The following worksets are available: - Freight Order Management The Freight Order Management workset contains the following screens: - Freight Requests for Quotation - Freight Quotations - Freight Orders for Execution - Freight Settlement The Freight Settlement workset contains the following screen: - Freight Orders for Self-Billing - Freight Orders for Invoice Submission - Invoices - Freight Agreement Management The Freight Agreement Management workset contains the following screen: - Freight Agreement Management Effects on System Administration You can use the following PFCG roles in software component SAPTMUI: - Demo r for SAP TM Collaboration Portal (/TMUI/COLL_PORTAL_DEMO) - r for Gateway Services in SAP TM Collaboration Portal (/TMUI/COLL_PORTAL) For information about PFCG roles in the back-end application (software component SAPTM), see the release note SAP TM Collaboration Portal - Back End (New). SAP AG 6

13 For information about technical requirements, see the Administrator#s Guide for the SAP TM collaboration portal on SAP Service Marketplace. Effects on Customizing See also As of SAP TM 9.1, the Business Add-In BAdI: Enhancement to Gateway Services (/SCMTMS/BADI_GW_CUST) is available. You can use this BAdI to add new fields to the predefined Gateway services to meet your business needs. The system automatically adds all of the fields that you specify in the Gateway service to the user interface of the SAP TM collaboration portal at predefined screen areas. For more information about Freight Order Management, see the release note SAP TM Collaboration Portal - Freight Order Mgmt UI (New). For more information about Freight Settlement, see the release notes: - SAP TM Collaboration Portal - Freight Orders for Self-Billing UI (New) - SAP TM Coll. Portal - Freight Orders for Invoice Submission UI (New) - SAP TM Collaboration Portal - Invoices UI (New) For more information about Freight Agreement Management, see the release note SAP TM Collaboration Portal - Freight Agreement Mgmt UI (New). For more information about the SAP TM collaboration portal back end, see the release note SAP TM Collaboration Portal - Back End (New). For more information for your carrier on the SAP TM collaboration portal, see SAP Library for SAP Transportation Management on SAP Help Portal at In SAP Library, choose SAP Transportation Management (SAP TM) -> Collaboration Portal. 2.3 SAP TM Collaboration Portal - Back End (New) As of SAP TM 9.1, you can use the SAP Transportation Management collaboration portal (SAP TM collaboration portal), which uses SAP Transportation Management (SAP TM) as the back-end application. The back-end component of the SAP TM collaboration portal provides the Gateway services that you need to retrieve the data from the SAP TM system. You need the following services: - /SCMTMS/TENDERING This Gateway service provides the following entities: - RequestForQuotation - Quotation - Stop - CargoItem SAP AG 7

14 - RejectionReasonCode - Note For information about how the entities are associated, check the metadata. - /SCMTMS/USER This Gateway service provides read and change access to TimeZone and UnitOfMeasure user settings. It also provides function import ResetCache, which resets the SAP TM collaboration portal cache in the SAP TM back end. - /SCMTMS/GENERAL This Gateway service provides general entities that are required regardless of the other Gateway services. In SAP TM 9.1, the general entities are as follows: - CurrencyCode - ChargeTypeCode - KeyFigure - TimeZone - UnitOfMeasure - TransportationEventCode - TransportationEventReasonCode - /SCMTMS/INVOICING This Gateway service provides the following entities: - FreightOrder - ChargeItem - Note - Attachment - AttachmentContent For information about how the entities are associated, check the metadata. - /SCMTMS/FRT_PROCUREMENT This Gateway service provides the following entities: - RequestForQuotation - ApplicationLogMessage - Note - Attachment - AttachmentContent For information about how the entities are associated, check the metadata. - /SCMTMS/EVENT_NOT This Gateway service provides the following entities: - FreightOrder - Stop SAP AG 8

15 - CargoItem - Event - Note - Attachment - AttachmentContent For information about how the entities are associated, check the metadata. - /SCMTMS/INVOICE_SUBMISSION This Gateway service provides the following entities: - Invoice - FreightOrder - ChargeItem - Note - Attachment - AttachmentContent For information about how the entities are associated, check the metadata. You can use the PFCG role r for SAP TM Collaboration Portal (/SCMTMS/COLL_PORTAL) to work on collaborative processes. Effects on Existing Data Before you can use the Gateway services, you must activate them in transaction /IWFND/MAINT_SERVICE. For more information about activating services, see the Administrator's Guide for the SAP TM collaboration portal on SAP Service Marketplace. Effects on Customizing See also As of SAP TM 9.1, the Business Add-In BAdI: Enhancement to Gateway Services (/SCMTMS/BADI_GW_CUST) is available. You can use this BAdI to add new fields to the predefined Gateway services to meet your business needs. The system automatically adds all of the fields that you specify in the Gateway service to the user interface of the SAP TM collaboration portal at predefined screen areas. For information about the user interface of the SAP TM collaboration portal, see the release note SAP TM Collaboration Portal - r Interface (New). SAP AG 9

16 2.4 SAP TM Collaboration Portal - Freight Orders for Self-Billing UI (New) As of SAP TM 9.1, you as a shipper of cargo can enable your carrier or logistics service provider (LSP) to use the features in the Freight Settlement -> Freight Orders for Self-Billing workset if you pay the carrier automatically in a self-billing process. This gives you the opportunity to work closely with your carrier to resolve differences and potential disputes in your self-billing process before you make an automatic payment to your carrier. Your carrier can use the following features: - the key performance indicator (KPI) tiles on the Home screen to navigate directly to the open and submitted dispute cases. For open disputes, the system displays the freight orders for which your carrier has created a dispute case and on which you have made a decision. For submitted disputes, the system displays the freight orders for which your carrier has created a dispute case, and on which your carrier is awaiting your decision. - Under Settings -> Freight Settlement, define the time period into the past the system uses to display freight orders for self-billing. The system uses the freight order departure date as the base date. - Review a list of freight orders from your system, and review the details of an individual freight order You carrier can use the following filter options to review freight orders: - No Dispute Display the freight orders for which your carrier has created dispute cases that are now resolved and the freight orders for which your carrier has not created disputes cases. - Submitted Display the freight orders for which your carrier has created a dispute case, and on which your carrier is awaiting your decision. - For Approval Display the freight orders for which your carrier has created a dispute case, and on which you as the shipper have made a decision. The carrier must take further action on these dispute cases. - Approved Display the freight orders for which your carrier has created a dispute case and the dispute case has been approved by you or your carrier. - Create a dispute case against a freight order The carrier can enter change values for each of the rate amount (Amount), price unit (Unit Price), and unit of measure (UoM) fields, and also to the quantity field for a line item. Depending on your settings in Customizing, the carrier can also create a new charge type. - Upload files to support the dispute case Your carrier can also add a note to communicate the reason for the change. SAP AG 10

17 - Calculate charges to review the impact of the changes the carrier proposes on the final amount for the charge line and total amount of the freight order - Submit a dispute case to you in the SAP TM backend You can review dispute cases submitted by your carrier on the SAP NetWeaver Business Client (NWBC) user interface (UI) by choosing Freight Settlement -> Dispute Case -> Overview Freight Settlement Dispute Cases. - Accept your (shipper's) proposal, or submit a new proposal to you, the shipper See also For more information about the SAP TM features you as a shipper can use in SAP TM, see the release note Dispute Management for Freight Settlements (New). For more information on self-billing for your carrier on the collaboration portal, see SAP Library for SAP Transportation Management on SAP Help Portal at In SAP Library, choose SAP Transportation Management (SAP TM) -> Collaboration Portal -> Self-Billing. For more information on the dispute management process for you as a shipper in SAP TM, see SAP Library for SAP Transportation Management on SAP Help Portal at In SAP Library, choose SAP Transportation Management (SAP TM) -> Settlement -> Freight Settlement -> Dispute Management for Freight Settlement. 2.5 SAP TM Collaboration Portal: Freight Agreement Mgmt UI (New) As of SAP TM 9.1, you as a shipper can enable your carrier to use the freight agreement management features on the SAP Transportation Management collaboration portal (SAP TM collaboration portal). You can work closely with your carriers on all the steps of the strategic freight procurement process. Your carriers can use the following features: - Display the key performance indicator (KPIs) tiles on the Home workset to navigate directly to the open freight agreement RFQs and the freight agreement RFQs that have been submitted with errors. SAP AG 11

18 - Under Settings -> Freight Agreement Management, define for how many days in the past the system displays freight agreement RFQs. The RFQ response deadline is the starting point. - Display all freight agreement RFQs received from you, the shipper - Display only RFQs that - Have no answer yet (status Open) - Have a response submitted (status Submitted) or - Were already completed or canceled (status Closed) - Download the bid structure file (Bid_Structure.xlsx) - Upload the response file (RFQ_Response.xlsx)to submit a response - Display details about the freight agreement RFQ See also For more information about freight agreements for your carrier on the SAP TM collaboration portal, see SAP Library for Transportation Management under Collaboration Portal -> Freight Agreement Management. For more information about the strategic freight procurement process for you, the shipper, on the SAP NetWeaver Business Client (NWBC) user interface (UI) in SAP TM, see SAP Library for Transportation Management under Agreement Management -> Strategic Freight Procurement. 2.6 SAP TM Collaboration Portal: Freight Order Mgmt UI (New) As of SAP TM 9.1, you as a shipper can enable your carrier to use the following freight order management features on the SAP Transportation Management collaboration portal (SAP TM collaboration portal): - You can work closely with your carrier on all the steps in the tendering process for a freight order. You start the tendering process on the SAP NetWeaver Business Client (NWBC) user interface (UI). - You can report expected and unexpected events related to a freight order or the stops of a freight order. Your carrier can use the following features: SAP AG 12

19 General - Navigate directly to the open freight RFQs, pending freight quotations and open freight orders using the key performance indicator (KPIs) tiles on the Home screen. - Under Settings -> Freight Order Management, define the following: - an execution start date to display freight RFQs in the past - an execution start date to display freight orders in the past - if he or she wants to show a map in the freight RFQ, freight quotation and freight order - Choose between the table view and the detail view to display freight RFQs, freight quotations and freight orders. - Display details about the freight order, such as: - General information - Cargo information including item details - Location information including the sequence, address information, and dates and times for the complete tour - Business partner information - Display on a map both the source location and the destination location (freight RFQ or freight quotation) or all locations involved in the transport (freight orders for execution) - Display the lowest price proposal submitted by another carrier in a freight quotation Freight Requests for Quotation - Display all of the freight requests for quotation (RFQs) received from you, the shipper - Display only open (current work list) or closed (history) freight RFQs - Accept one or more freight RFQs with no changes - Accept one freight RFQ with changes (for example, your carrier can submit a new price or change the proposed dates and times) - Reject one or more freight RFQs and provide a reason for rejection Freight Quotations - Display all of the freight quotations that the carrier submitted - Display only freight quotations that the carrier accepted or rejected - Display only freight quotations that the shipper awarded or rejected, or that are pending evaluation or pending award by the shipper Freight Orders for Execution - Display all the freight orders received from you, the shipper, by their status - Report expected (planned) and unexpected events related to a freight order or the stops of a freight order The carrier can only see planned events if the back end has a connection to SAP Event SAP AG 13

20 Management - Add comments and choose a reason for the event - Upload attachments and add notes to the freight order - Report a discrepancy between the quantity given in the freight order and the actual quantity See also For more information about the implications of the SAP TM collaboration portal on the external-facing Web Dynpro application Overview Tendering for Carriers, see the following release note: Tendering (Enhanced). For more information about tendering for your carrier on the SAP TM collaboration portal, see SAP Library for Transportation Management under Collaboration Portal -> Freight Order Management. For more information about the tendering process for you as a shipper in SAP TM, see SAP Library for Transportation Management under Freight Order Management -> Freight Tendering. 2.7 Structure Changes in the IMG for SAP TM As of SAP TM 9.1, the structure of the Implementation Guide (IMG) has changed. To copy these changes to the project IMGs, you must regenerate the project IMGs. New IMG Activities - In the Master Data area: - Business Partners -> Assign BP Roles to Business Document Party - Business Partners -> Define UN/LOCODE - Transportation Network -> Trade Lane -> Define Number Range Intervals for Trade Lanes - Transportation Network -> Trade Lane -> Define Trade Lane Types - Agreement RFQs and Quotations -> Define Freight Agreement RFQ Types - Agreement RFQs and Quotations -> Define Editable Fields in Excel - Agreement RFQs and Quotations -> Define Target Share Strategies - Agreement RFQs and Quotations -> Define Forwarding Agreement Quotation SAP AG 14

21 Types - Agreement RFQs and Quotations -> Define Number Range Intervals - Agreement RFQs and Quotations -> Define Quotation Status Reasons - Agreement RFQs and Quotations -> Define FWA Quotation Selection Profiles - Rate Tables -> Define Rate Table Types - In the Basic Functions area: - General Settings -> Define Event Reason Codes - Charge Calculation -> Basic Settings -> Define Event Profiles - Charge Calculation -> Basic Settings -> Define Charges Profiles - Dangerous Goods -> Define Points-Relevant Quantities for ADR DG Exemption - Global Trade -> Define Previous Document Type - In the Freight Order Management area: - Define Item Types for Freight Order Management - In the Settlement area: - Freight Settlement -> Freight Settlement Dispute Management -> Define Dispute Case Reason Codes and Types - Freight Settlement -> Freight Settlement Dispute Management -> Define Dispute Tolerance Rules - Freight Settlement -> Define Carrier Invoice Types - Freight Settlement -> Freight Settlement Dispute Management -> Define Dispute Item Types - Freight Settlement -> Freight Settlement Dispute Management -> Define Dispute Item Profiles - Freight Settlement -> Freight Settlement Dispute Management -> Define Approval Levels and Roles for Workflow - Freight Settlement -> Freight Settlement Dispute Management -> Enable Charge Types for Collaboration Portal - Tax -> Define Tax for Countries - Tax -> Define Tax for Charges - In the Integration area: - Assign Logical Systems to System Names - ERP Logistics Integration -> Delivery-Based Transportation Requirement -> Define Usage of ERP Packaging Information - ERP Logistics Integration -> Define Enhanced Blocking of Transportation Requirements -> Define Blocks Based on ERP Delivery Block -> Define Delivery Block Reason Codes SAP AG 15

22 - ERP Logistics Integration -> Define Enhanced Blocking of Transportation Requirements -> Define Blocks Based on ERP Delivery Block -> Define Blocks Based on ERP Delivery Block - ERP Logistics Integration -> Define Enhanced Blocking of Transportation Requirements -> Define Blocks Based on ERP Shipment Planning Block -> Define Shipment Planning Block Reason Codes - ERP Logistics Integration -> Define Enhanced Blocking of Transportation Requirements -> Define Blocks Based on ERP Shipment Planning Block -> Define Blocks Based on ERP Shipment Planning Block - Master Data Integration -> Integration of Technical Objects with TM Resources -> Define Resource Attributes Based on Equipments - Master Data Integration -> Integration of Technical Objects with TM Resources -> Define Resource Attributes Based on Functional Locations - Integration to SAP NetWeaver Business Warehouse -> Assign Country to Continent - In the Business Add-Ins (BAdIs) for Transportation Management area: - Master Data -> Resources -> BAdI: Assign Sub-screen of Additional Attributes to Resource UI - Master Data -> Resources -> BAdI: Additional Checks for Processing of Downtimes for TMS - Master Data -> Agreement RFQs -> BAdI: Historical Demand Personal Object Worklist - Master Data -> Agreement RFQs -> BAdI: Specific Checks for Approval Workflow in FA RFQs - Master Data -> Agreement RFQs -> BAdI: Additional Optimizer Constraints - Master Data -> Agreement RFQs -> BAdI: RFQ Strategy Spend Estimation - Master Data -> Agreement RFQs -> BAdI: BAdI: Customer-Specific Strategy Spend Estimation - Master Data -> Agreement RFQs -> BAdI: RFQ Status Change - Master Data -> Agreements -> BAdI: Specific Checks for Approval Workflow in Agreements - Master Data -> Rate Tables -> BAdI: Specific Checks for Approval Workflow in Rate Tables - Master Data -> Rate Tables -> BAdI: Creation of Rate Table - Master Data -> Calculation Sheets -> BAdI: Mass Calculation Sheet Creation from Templates - Master Data -> Waybill Stock -> BAdI: Assignment of Tracking Numbers - Master Data -> Agreement RFQs and Quotations -> BAdI: Specification of Rate Builder Selection Profile SAP AG 16

23 - Master Data -> Agreement RFQs and Quotations -> BAdI: Additional Search Criteria for Rate Builder - Master Data -> Agreement RFQs and Quotations -> BAdI: Change Query for Historic Spend - Basic Functions -> Global Trade -> Declarations -> BAdI: Creation of Import Declarations on Freight Unit - Basic Functions -> Export/Import Processing -> BAdI: Service Item Processing for Import Forwarding Orders - Basic Functions -> Export/Import Processing -> BAdI: Update of Custom Nodes for Import Documents - Basic Functions -> Export/Import Processing -> BAdI: Party Handling for Import Documents - Basic Functions -> Instructions -> BAdI: Condition Check - Basic Functions -> Instructions -> BAdI: Specification of Instruction Set for Condition - Freight Order Management -> Tendering -> BAdI: Additional Authorization Check for Carrier Web UI - Planning -> Load Optimizer -> BAdI: Load Optimizer Preprocessing - Planning -> Load Optimizer -> BAdI: Load Optimizer Postprocessing - Settlement -> Freight Settlement -> Freight Settlement Dispute Management -> BAdI: r Determination for Dispute Case Workflow - Settlement -> Freight Settlement -> Freight Settlement Dispute Management -> BAdI: Filtering of Charge Types for Collaboration Portal - Collaboration Portal -> BAdI: Enhancement to Gateway Services - Integration -> Integration of Technical Objects-> BAdI: CIF Inbound Processing for TM Resource - Integration -> Integration of Technical Objects -> BAdI: Change Data in Resource BAPIs - Integration -> SAP Customer Relationship Management -> BAdI: Mapping of Data from SAP CRM to SAP TM - Integration -> SAP Customer Relationship Management -> BAdI: Enhancement of SAP TM Data for SAP CRM - Integration -> Tracking and Tracing of Processes and Documents -> BAdI: Optimizing Event Management Communication - Integration -> Enterprise Services -> Freight Order Management -> Freight Order -> BAdI: Determine Sequencing Context of Outbound B2B Services Reassigned IMG Activities - In the Freight Order Management area: SAP AG 17

24 - Define Default Freight Document Types for Stages (this existing IMG activity from the Forwarding Management area has now been added to the Freight Order Management area) Deleted IMG Activities - In the Basic Functions area: - Charge Calculation -> Basic Settings for Charge Calculation -> Define General Settings - In the Business Add-Ins (BAdIs) for Transportation Management area: - Basic Functions -> Authorizations -> Data Retrieval Before Authorization Check - In the Freight Order Management area: - Service Orders -> Assign Service Types to Item Categories Renamed IMG Activities - In the Basic Functions area: - Charge Calculation -> Basic Settings for Charge Calculation renamed to Basic Settings - Charge Calculation -> Basic Settings for Charge Calculation -> Define Calculation Profile renamed to Define Calculation Profiles - Charge Calculation -> Data Source Binding for Charge Calculation renamed to Data Source Binding - Charge Calculation -> Rules and Conditions for Charge Calculation renamed to Rounding - Charge Calculation -> Enhancements of Charge Calculation Engine renamed to Enhancements to Charge Calculation Engine Reassigned BAdIs - In the Business Add-Ins (BAdIs) for Transportation Management -> Settlement area: - BAdI: Service Date Determination for Forwarding Settlement Document Items has been moved to a new node Forwarding Settlement - BAdI: Forwarding Settlement Document Type Determination has been moved to a new node Forwarding Settlement - BAdI: Invoice Preview has been moved to a new node Forwarding Settlement - BAdI: Freight Settlement Document Type Determination has been moved to a new node Freight Settlement SAP AG 18

25 2.8 SAP TM Collaboration Portal # Invoices UI (New) As of SAP TM 9.1, you as a shipper of cargo can enable your carrier or logistics service provider (LSP) to use the features in the Freight Settlement -> Invoices workset if you want to enable your carriers to view and monitor their created invoices and respond to disputes on the invoices. Your carrier can use the following features: - the key performance indicator (KPI) tiles on the Home screen to navigate directly to the invoices that your carrier has submitted and to which you have not yet responded (status Submitted), or for which your carrier has created a dispute case and on which you have made a decision (status For Approval). - Under Settings -> Freight Settlement, define the time period into the past the system uses to display invoices. The system uses the invoice date as the base date. - Show details Your carrier can display the details of any invoice he or she submitted. - Edit proposal Your carrier can edit the proposal you have made. The carrier can enter changes and resubmit the invoice. The carrier can add new notes for you and upload attachments before submitting the same. - Review submitted invoices Your carrier can work further with you to resolve the disputed invoices. - Display invoices that you have approved - Submit new proposals to you for an existing disputed invoice Your carrier can overwrite original proposals in the change fields with a fresh proposal. He or she can also upload new files and new notes. - Calculate charges for his or her new proposal. - Export the contents of a table of invoices to Microsoft Excel. - Review a list of invoices from your system, and review the details of an individual invoice. You carrier can use the following filter options to review invoices: - Submitted Display the invoices to which you have not yet responded. These include both the invoices that contain disputed items, and the invoices that do not contain disputed items. SAP AG 19

26 - For Approval Display the invoices that contain disputed items which you have changed or rejected and that the carrier must approve or reject. - Accepted Display the invoices that have been approved by both you and your carrier. These include the invoices that contain disputed items that you have accepted, and the invoices that do not contain disputed items. - Rejected Display the invoices that contain disputed items where both you and your carrier did not accept the disputed items. - All Display all invoices. See also For more information about the Invoice Submission UI, see the release note SAP TM Coll. Portal # Freight Orders for Invoice Submission UI (New). For more information about the SAP TM features you as a shipper can use in SAP TM, see the release note Dispute Management for Freight Settlements (New). 2.9 SAP TM Coll. Portal # Freight Orders for Invoice Submission UI (New) As of SAP TM 9.1, you as a shipper of cargo can enable your carrier or logistics service provider (LSP) to use the features in the Freight Settlement -> Freight Orders for Invoice Submission workset if you want to allow your carriers to create invoices from their freight orders. Subsequently, you can approve the invoices of your carriers early in the settlement process. Your carrier can use the following features: - the key performance indicator (KPI) tiles on the Home screen to navigate directly to the freight orders for which your carrier has not yet created an invoice (status Not Invoiced). - Under Settings -> Freight Settlement, define the time period into the past the system uses to display freight orders for invoice submission. The system uses the freight order departure date as the base date. SAP AG 20

27 - Create invoice Your carrier can select one or more freight orders to create an invoice. The carrier can enter change values for different fields in the freight order and for individual charge types. The carrier can add the tax amount, upload files and add notes to a freight order. - Calculate charges Your carrier can calculate charges to finalize any proposed changes and to review the impact of those changes. - Submit invoice Your carrier can submit a proposal to you. The system creates a carrier invoice in your system. If required, a dispute case can be created. - Edit Proposal Your carrier can edit the proposal you have made. The carrier can enter changes and resubmit the invoice. The carrier can add new notes for you and upload attachments before submitting the same. - Export the contents of a table of freight orders to Microsoft Excel. - Review a list of freight orders from your system, and review the details of an individual freight order. You carrier can use the following filter options to review freight orders: - Not Invoiced Display the freight orders for which he or she has not yet created an invoice. - In Process Display the following freight orders: Freight orders that contain charges for which he or she has created an invoice, but that contain other charges for which he or she has not yet created an invoice. Freight orders for which he or she has submitted an invoice that is in dispute, where the dispute contains a gross amount that is more than you expect to pay. - Invoiced Display the freight orders for which he or she has created an invoice for all charges in the freight order. - All Display all freight orders. See also For more information about the Invoices UI, see the release note SAP TM Collaboration Portal # Invoices UI (New). For more information about the SAP TM features you as a shipper can use in SAP TM, see the release note Dispute Management for Freight Settlements (New). SAP AG 21

28 2.10 TM-FWA Forwarding Agreement Management Agreements (Enhanced) As of SAP TM 9.1, agreements are no longer considered part of the Charge Management and Service Product Catalogs component. Freight agreements are now included in the Freight Agreement Management component. Forwarding agreements and internal agreements are now included in the Forwarding Agreement Management component. The following functions are also available: - You can generate different versions of agreements, with the same validity period or with mutually exclusive validity periods. You can have only one released agreement version with the same validity period but can have multiple released agreement versions with mutually exclusive validity periods. You can also revert to an earlier agreement version. - You can enable an approval workflow for the release of agreements. You can specify that you want the system to notify the approver when you request approval for the release of an agreement. You can also specify whether you can edit agreements during the approval workflow. - You can enable an offline approval workflow for the release of agreements. You can send work items by to the Microsoft Outlook inbox of a user. The user can accept or reject a work item and update the system from their inbox. This gives a user the flexibility to process work items for agreements without logging on to SAP TM. For more information, see SAP Library for Transportation Management under Basic Functions -> Background Processing -> Offline Workflow for Sending and Approving Work Items. - You can define commodity codes for agreement items. This enables you to categorize transportation products in agreements. For more information about commodity codes, see SAP Library for Transportation Management under Master Data -> Classification of Goods. - You can add more than one precondition to an agreement item. You can also add more than one value to the same precondition. This enables you to use the same agreement item and calculation sheet for more than one precondition, and more than one value for a precondition. - You can assign carrier service products to items in freight agreements. A carrier can offer multiple products to a shipper or logistics service provider (LSP). The shipper or LSP can specify these products in a freight agreement with the carrier. Subsequently, the shipper or LSP can use these products in a freight order or freight booking. - You can specify default routes for forwarding and freight agreement items. SAP AG 22

29 This enables you to specify the route to take in delivering an order. The system uses one of the default routes when it creates an associated forwarding order from the forwarding agreement item. You can assign existing default routes, create new default routes, and edit default route details at agreement item level. - You can enter the dimensions and units of measure (UoMs) for the specified capacity of a freight agreement item. When you calculate the charges for an item in a freight unit, the system verifies if the dimensions and UoMs specified in the freight unit match the dimensions specified in the freight agreement. If the attributes match, the system uses the rate specified for the item in the freight agreement to calculate charges in the freight unit. - You can create freight agreement RFQ masters from within agreements. For more information about freight agreement RFQ masters, see SAP Library for Transportation Management under Agreement Management -> Requesting of Quotations for Transportation Services. - You can create or update freight agreements from within freight agreement RFQ masters. If you include a target share when you create or update a freight agreement from within a freight agreement RFQ master, the system includes the target share in the agreement items. If you create a freight agreement without reference to a freight agreement RFQ master, you can manually add the target share to the agreement items. For more information, see SAP Library for Transportation Management under Agreement Management -> Requesting of Quotations for Transportation Services. If you want the system to take the target share into account in planning you must create a business share for planning. For more information, see SAP Library for Transportation Management under Planning -> Interactive Planning -> Carrier Selection -> Business Share. - You can specify the time zone for the validity period of agreements. - The system displays the description of agreements and agreement items in the logon language of the system. Effects on Customizing See also You enable an approval workflow for the release of agreements in the following Customizing activities for Transportation Management under Master Data -> Agreements and Service Products: - Define Freight Agreement Types - Define FWA and Service Product Catalog Types - Define Internal Agreement Types You define commodity code types and commodity codes in Customizing for Transportation Management under Master Data -> Classification of Goods -> Define Commodity Codes. SAP AG 23

30 For more information about agreements, see SAP Library for Transportation Management under Agreement Management -> Agreement -> Agreement Maintenance. For more information about freight agreement RFQ masters, see the release note for Strategic Freight Procurement TM-FWA-RFQ Forwarding Agreement Request for Quotation Rate Quotation (New) As of SAP TM 9.1, a carrier can respond to a shipper or logistics service provider (LSP) with the carrier#s rates for transportation services. You use forwarding agreement quotations to publish your transportation rates in a trade lane. The following functions are available: - Capacity details - Rating structure - Integration with SAP Customer Relationship Management (SAP CRM) A sales representative of a carrier can create forwarding agreement quotations from opportunities. For more information, see SAP Library for SAP CRM on SAP Help Portal at In SAP Library, choose Sales -> Opportunity Management. Effects on Data Transfer New enterprises services have been created to enable the forwarding agreement quotation processes. In the process component Forwarding Agreement Quotation Processing, the carrier can perform the following activities: - the service Forwarding Agreement Quotation Request (ForwardingAgreementQuotationRequest_In) to receive freight agreement RFQs from shippers or LSPs and create forwarding agreement quotations in the system. - the service Forwarding Agreement Quotation Confirmation (ForwardingAgreementQuotationConfirmation_Out) to respond to freight agreement RFQs from shippers or LSPs. Effects on Customizing You define forwarding agreement quotation types in Customizing for Transportation Management under Master Data -> Agreement RFQs and Quotations -> Define Forwarding Agreement Quotation Types. SAP AG 24

31 See also For more information about integration with SAP CRM, see the release note for Integration of SAP TM with SAP CRM. For more information about forwarding agreement quotations, see SAP Library for Transportation Management under Agreement Management -> Forwarding Agreement Quotation TM-FRA Freight Agreement Management Agreements (Enhanced) As of SAP TM 9.1, agreements are no longer considered part of the Charge Management and Service Product Catalogs component. Freight agreements are now included in the Freight Agreement Management component. Forwarding agreements and internal agreements are now included in the Forwarding Agreement Management component. The following functions are also available: - You can generate different versions of agreements, with the same validity period or with mutually exclusive validity periods. You can have only one released agreement version with the same validity period but can have multiple released agreement versions with mutually exclusive validity periods. You can also revert to an earlier agreement version. - You can enable an approval workflow for the release of agreements. You can specify that you want the system to notify the approver when you request approval for the release of an agreement. You can also specify whether you can edit agreements during the approval workflow. - You can enable an offline approval workflow for the release of agreements. You can send work items by to the Microsoft Outlook inbox of a user. The user can accept or reject a work item and update the system from their inbox. This gives a user the flexibility to process work items for agreements without logging on to SAP TM. For more information, see SAP Library for Transportation Management under Basic Functions -> Background Processing -> Offline Workflow for Sending and Approving Work Items. - You can define commodity codes for agreement items. This enables you to categorize transportation products in agreements. For more information about commodity codes, see SAP Library for Transportation Management under Master Data -> Classification of Goods. - You can add more than one precondition to an agreement item. You can also add more than one value to the same precondition. This enables you to use the same agreement item and calculation sheet for more than one precondition, and more than one value for a precondition. SAP AG 25

32 - You can assign carrier service products to items in freight agreements. A carrier can offer multiple products to a shipper or logistics service provider (LSP). The shipper or LSP can specify these products in a freight agreement with the carrier. Subsequently, the shipper or LSP can use these products in a freight order or freight booking. - You can specify default routes for forwarding and freight agreement items. This enables you to specify the route to take in delivering an order. The system uses one of the default routes when it creates an associated forwarding order from the forwarding agreement item. You can assign existing default routes, create new default routes, and edit default route details at agreement item level. - You can enter the dimensions and units of measure (UoMs) for the specified capacity of a freight agreement item. When you calculate the charges for an item in a freight unit, the system verifies if the dimensions and UoMs specified in the freight unit match the dimensions specified in the freight agreement. If the attributes match, the system uses the rate specified for the item in the freight agreement to calculate charges in the freight unit. - You can create freight agreement RFQ masters from within agreements. For more information about freight agreement RFQ masters, see SAP Library for Transportation Management under Agreement Management -> Requesting of Quotations for Transportation Services. - You can create or update freight agreements from within freight agreement RFQ masters. If you include a target share when you create or update a freight agreement from within a freight agreement RFQ master, the system includes the target share in the agreement items. If you create a freight agreement without reference to a freight agreement RFQ master, you can manually add the target share to the agreement items. For more information, see SAP Library for Transportation Management under Agreement Management -> Requesting of Quotations for Transportation Services. If you want the system to take the target share into account in planning you must create a business share for planning. For more information, see SAP Library for Transportation Management under Planning -> Interactive Planning -> Carrier Selection -> Business Share. - You can specify the time zone for the validity period of agreements. - The system displays the description of agreements and agreement items in the logon language of the system. Effects on Customizing You enable an approval workflow for the release of agreements in the following Customizing activities for Transportation Management under Master Data -> Agreements and Service Products: - Define Freight Agreement Types SAP AG 26

33 See also - Define FWA and Service Product Catalog Types - Define Internal Agreement Types You define commodity code types and commodity codes in Customizing for Transportation Management under Master Data -> Classification of Goods -> Define Commodity Codes. For more information about agreements, see SAP Library for Transportation Management under Agreement Management -> Agreement -> Agreement Maintenance. For more information about freight agreement RFQ masters, see the release note for Strategic Freight Procurement TM-FRA-RFQ Freight Agreement Request for Quotation Strategic Freight Procurement (New) As of SAP TM 9.1, a shipper or logistics service provider can use a strategic freight procurement process to investigate and negotiate the best rates from carriers to transport items between specific locations (trade lanes) and then to agree a contract (agreement) with the carriers. SAP TM 9.1 supplies the tools you need to request capacity and rate quotations, evaluate responses, and award the transportation business to carriers. You use freight agreement RFQ masters to request bids from carriers for transportation services and, based on those bids, select carriers to fulfill your transportation requirements. You can create freight agreement RFQ masters in the following ways: - From within freight agreements to renew the freight agreements - From freight agreement RFQ master templates - Based on the historical analysis of your transportation requirements in trade lanes The following functions are available: - Analytics - Freight agreement RFQ templates - Approval workflow for the release of freight agreement RFQ masters For more information, see SAP Library for Transportation Management under Basic Functions -> Background Processing -> Offline Workflow for Sending and Approving Work Items. - Capacity details - Rating structure - Carrier worklist - Post-bid analysis SAP AG 27