Solution Manager Content for Processing Inbound with SAP Dock Appointment Scheduling

Transcription

1 Solution Manager Document version: Solution Manager Content for Processing Inbound with SAP Dock Scheduling All rights reserved. 1

2 Document History The following table provides an overview of the most important document changes. Version Date Description First Version Changed storage location from 'ROD' to 'AFS' in test case, step 1.1. Copyright 2015 SAP SE or an SAP affiliate company. 2 All rights reserved.

3 Content 1 Solution Manager Content for Processing Inbound with SAP Dock Scheduling.4 2 Processing Inbound with SAP Dock Scheduling 5 3 Configuration of Processing Inbound with SAP Dock Scheduling Configuring a Docking Location Configuring a Loading Point Configuring a Product Group for the Products Configuring Determination of Properties Configuring Determination of a Loading Point Configuring Determination of Number of Packages Configuring Determination of Duration Configuring Integration to Other Systems Configuring Assignment of Doors to a Loading Point Configuring Time Slots of a Loading Point Configuring the Personal Object Worklist for Processing of s Configuring an Planner for Carrier Checking Transportation Unit Creation Test Case for Processing Inbound with SAP Dock Scheduling 22 All rights reserved. 3

4 1 Solution Manager Content for Processing Inbound with SAP Dock Scheduling Copyright 2015 SAP SE or an SAP affiliate company. 4 All rights reserved.

5 2 Processing Inbound with SAP Dock Scheduling You use this process to plan the receipt of goods from external vendors. You want to optimize the capacity utilization of your inbound docks. Therefore the carriers who deliver the products reserve time slots in a Web Dynpro application at least one day before the truck arrives at the warehouse. The carriers add a reference to the purchase order of the goods they want to deliver. The system determines the required number of time slots and the loading point from the purchase order data. This reservation creates a loading appointment in SAP Dock Scheduling. When the truck arrives at the warehouse, you check if an appointment exists for the truck. Then, in SAP Extended Warehouse Management (SAP EWM), you assign the truck to a door of the loading point. After unloading, the truck leaves the door and the warehouse. You move the goods to the final bin. Finally, you can analyze the punctuality of your carriers. Note SAP Dock Scheduling runs in SAP NetWeaver Business Client only. The following figure illustrates the correlation between the physical process and the manual or automatic activities in the system, and is followed by an explanation: Figure 1 Processing Inbound with SAP Dock Scheduling All rights reserved. 5

6 Figure 2 When a carrier receives the information about a delivery and its delivery date, the appointment planner for carrier logs on to SAP Dock Scheduling. The appointment planner for carrier creates an appointment, using the web access application, for the delivery date. He or she enters the docking location of the warehouse. He or she enters the purchase order as a reference document. The system automatically determines the loading point, the required duration of the appointment, and the number of time slots necessary to make up the required duration from the purchase order data. The carrier selects an appropriate start time slot. At least one day before the delivery date, the warehouse clerk checks the planned appointments for next day and verifies that there is sufficient capacity for unloading the planned trucks at the loading point. If necessary, the warehouse clerk calls a carrier to reschedule an appointment or enlarges the available workforce in the warehouse. When a truck arrives, the driver informs the checkpoint clerk of the appointment number. The checkpoint clerk searches for the appointment in SAP Dock Scheduling, using the appointment number, and sets the status to Arrived at Checkpoint. The checkpoint clerk searches for a free door in SAP EWM, creates a planned door activity, and directs the truck to the door. The truck driver brings the delivery note to the Goods Receipt (GR) office. A GR office clerk finds the corresponding inbound delivery in SAP EWM. A warehouse worker confirms the truck s arrival at the door and unloads the truck. A warehouse clerk checks the goods against the delivery note and takes the revised delivery note to the GR office. The GR office clerk posts the GR. Upon GR posting, the system automatically creates and prints warehouse orders (WOs) for the inbound delivery to move the goods into the warehouse. The truck leaves the door and a warehouse clerk sets the status to Departure from Door. The truck drives to the checkpoint. The checkpoint clerk searches for the appointment in SAP Dock Scheduling, using the appointment number, and sets the status to Departed from Checkpoint. The warehouse worker moves the goods from the GR area into the warehouse. The goods are then moved to their destination storage types. At the end of the week or the month, the warehouse clerk selects all the appointments of the last week or month in the Analyze s screen. There, the warehouse clerk analyzes the waiting and processing times and the differences between planned times and the actual times. The warehouse clerk determines how many trucks arrived on time and if processing time corresponds with the planned times. Note For more information about the warehouse internal processes, see the business process Inbound Process Without Packing Information (Manual GR) [external document]. Copyright 2015 SAP SE Processing Inbound with SAP Dock Scheduling or an SAP affiliate company. 6 All rights reserved.

7 Prerequisites There are purchase orders for the inbound delivery in SAP ERP. The corresponding inbound deliveries exist in SAP ERP and SAP EWM. In SAP Dock Scheduling, slots exist for a loading point. The integration between SAP Dock Scheduling and the SAP ERP system of the purchase order is configured The configuration for the loading point determination and the appointment duration determination has been done An employee in the carrier s office has the role Planner for Carrier in Dock Scheduling (/SCWM/DAS_EXT_CARR_PLANNER) and an external user, and has access to SAP Dock Scheduling. Note SAP Dock Scheduling offers multiple ways to collaborate with carriers, based on the technologies Web Dynpro and SAPUI5. These ways offer differing levels of security. The configuration described here is for SAP Dock Scheduling using the Web Dynpro-based user interface for external carrier access. If you are using different user interfaces and system setup, you might require further configuration. For more information, see SAP Note For more information about the configuration prerequisites, see Configuration of Processing Inbound with SAP Dock Scheduling [page 13]. Process The business process runs in SAP EWM as follows: 1. Create inbound delivery order (SAP EWM). After the creation of a purchase order and an inbound delivery in SAP ERP, the system creates inbound delivery orders in SAP EWM. 2. Book a loading appointment (SAP Dock Scheduling). The vendor of the inbound delivery informs the carrier about a delivery and its related purchase order, and provides a delivery date to transport goods to the warehouse. The appointment planner for carrier logs on to SAP Dock Scheduling to book an appointment for the delivery date. He or she enters the purchase order as a reference document for the appointment. The system determines the loading point and required number of time slots from the reference document. The appointment planner for carrier gets an overview of the free capacity for the determined loading point and the required number of time slots. He or she books the appointment that fits best with the expected delivery date, as follows: If the slots at the point of time when the truck can arrive at the loading point have free capacity, the appointment planner for carrier books an appointment for these slots. If there is no free capacity in the slots when the truck can arrive at the loading point, the appointment planner for carrier books a start time slot near the perfect slot. 3. Check planned appointments (SAP Dock Scheduling). s are planned in parallel by external and internal users, so the capacity situation must be checked before each day. A warehouse clerk checks the planned appointments of a loading point for the delivery date. If there are too many planned appointments for the available capacity, the warehouse clerk negotiates some changes with a carrier. 4. A truck arrives at the checkpoint and drives to the door. A truck arrives at the checkpoint and the driver informs the checkpoint clerk of the appointment number. The checkpoint clerk finds the appointment in SAP Dock Scheduling using the appointment number and confirms the arrival at checkpoint. The system creates a transportation unit (TU) in SAP EWM. The system uses the appointment number as the external number of the TU. The checkpoint clerk assigns the TU to a door. If the door is free, the truck drives directly to the door. If the door is occupied, the truck drives to a parking lot and waits until the door is free. Processing Inbound with SAP Dock Scheduling All rights reserved. 7

8 5. The truck arrives at the door (SAP EWM). The truck arrives at the door for unloading. The warehouse clerk confirms the arrival at door. The system communicates the status update to the appointment in SAP Dock Scheduling. The system sets the status to Arrived at Dock in SAP Dock Scheduling. 6. Check the delivery note and find the inbound delivery (SAP EWM). The truck driver brings the delivery note to the GR office where a GR office clerk finds the inbound delivery in the system. 7. Unload the truck and check the goods. A warehouse worker unloads the truck. A warehouse clerk checks the package information against the delivery note. The warehouse clerk takes the delivery note to the GR office. This step is not carried out in the system. 8. Post the goods receipt and create the putaway WOs (SAP EWM). The GR office clerk posts the GR. The system sends the GR to SAP ERP. When the GR is posted, the system automatically creates warehouse tasks (WTs) 9. The truck leaves the door (SAP EWM). A warehouse clerk confirms the departure from the door. The system communicates the status update to the appointment in SAP Dock Scheduling. 10. The truck leaves the warehouse (SAP Dock Scheduling). A checkpoint clerk confirms the departure of the truck by setting the status of the appointment to Departed from Checkpoint in SAP Dock Scheduling. The system communicates the status update to the TU in SAP EWM. 11. Put away the goods (SAP EWM). The warehouse worker takes both printouts of the WOs from the GR office. The warehouse worker goes to the GR area to identify the goods. The warehouse worker attaches one WO printout to the goods, and moves them to the destination bin. At the end of putaway execution, a warehouse clerk confirms the putaway WOs in the system. 12. Analyze the loading appointments (SAP Dock Scheduling). At the end of the week or the month, the warehouse clerk selects all the appointments of the last week or month in the Analyze s screen. There, the warehouse clerk analyzes the waiting and processing times and the differences between planned times and actual times. The warehouse clerk determines how many trucks arrived on time and if processing times correspond with the planned times. Process Monitoring In this business process, you can use the following monitoring functions: Process Step Objects to Be Monitored Activities All GR workload list 1. On the SAP Easy Access screen, choose Extended Warehouse Management Monitoring Goods Receipt Workload. 2. Select the workload by time interval and aggregation period. All Planned appointments 1. In SAP NetWeaver Business Client, in the Dock Scheduling menu, choose Management Processing Process s. 2. Select a date and a loading point. Copyright 2015 SAP SE Processing Inbound with SAP Dock Scheduling or an SAP affiliate company. 8 All rights reserved.

9 All Planned and processed appointments 1. In SAP NetWeaver Business Client, in the Dock Scheduling menu, choose Management Processing Monitor s. 2. Select a date and a loading point. 4 Occupation of doors and list of waiting trucks 8 Open deliveries in terms of GR 8 Open deliveries in terms of warehouse activity (WT not created yet or WT not confirmed yet) 11 Open putaway WOs for the destination activity areas 1. In SAP NetWeaver Business Client, in the Extended Warehouse Management menu, choose Shipping and Receiving Dock Scheduling Assign Transportation Unit to Door. 2. Select the loading point. 1. On the SAP Easy Access screen for Extended Warehouse Management, choose Monitoring Warehouse Management Monitor. 2. In the dialog structure, choose Inbound Documents Inbound Delivery 3. Select inbound deliveries by delivery date and goods receipt status. 1. On the SAP Easy Access screen for Extended Warehouse Management, choose Monitoring Warehouse Management Monitor. 2. In the dialog structure, choose Inbound Documents Inbound Delivery 3. Select inbound deliveries by delivery date and putaway status or planned putaway status. 1. On the SAP Easy Access screen for Extended Warehouse Management, choose Monitoring Warehouse Management Monitor. 2. In the dialog structure, choose Documents Warehouse Order 3. Select open WOs by activity area. Processing Inbound with SAP Dock Scheduling All rights reserved. 9

10 11 Open putaway WTs for the GR area 12 Planned and processed appointments 1. On the SAP Easy Access screen for Extended Warehouse Management, choose Monitoring Warehouse Management Monitor. 2. In the dialog structure, choose Documents Warehouse Task 3. Select open WTs by source storage type. 1. In SAP NetWeaver Business Client, in the Dock Scheduling menu, choose Management Reporting Analyze s. 2. Select a date range and a loading point. More Information For more information about how to run this business process in the system, see Test Case for Processing Inbound with SAP Dock Scheduling [page 26]. For more information about the functions used in this business process, see SAP Library for SAP Extended Warehouse Management on SAP Help Portal at help.sap.com/ewm. Copyright 2015 SAP SE Processing Inbound with SAP Dock Scheduling or an SAP affiliate company. 10 All rights reserved.

11 3 Configuration of Processing Inbound with SAP Dock Scheduling You use this process to configure the business process Processing Inbound with SAP Dock Scheduling [page 6]. You can use this configuration process in the following warehouses in SAP Extended Warehouse Management (SAP EWM): Standard warehouse W001 with preconfigured business processes Note This is the recommended way of getting started with SAP EWM. For more information, see the business scenario Warehouse Management with Preconfigured Processes [external document]. Your own warehouse To set up the preconfigured business processes in standard warehouse W001, implement all configuration steps except the steps marked with Optional. These steps help you to understand the configuration of the processes but do not require a manual activity. To configure the processes in your own warehouse, implement all configuration steps. In the steps marked with Optional, check if you need to adapt the existing entries to your own warehouse and carry out changes as needed. All configuration steps require activities in SAP EWM unless the documentation explicitly tells you to carry out an activity in SAP ERP. Prerequisites Note SAP Dock Scheduling offers multiple ways to collaborate with carriers, based on the technologies Web Dynpro and SAPUI5. These different ways offer differing levels of security. The configuration described here is for SAP Dock Scheduling using the Web Dynpro-based user interface for external carrier access. If you are using different user interfaces and system setup, you might require further configuration. For more information, see SAP Note You have configured the business process Inbound Process Without Packing Information (Manual GR). For more information, see Inbound Process Without Packing Information (Manual GR) [external document] and Configuration of Warehouse Management with Preconfigured Processes [external document]. Process 1. Configuring a Docking Location [page 16] 2. Configuring a Loading Point [page 17] 3. Configuring a Product Group for the Products [page 18] 4. Configuring Determination of Properties [page 19] (Optional) 5. Configuring Determination of a Loading Point [page 20] 6. Configuring Determination of Number of Packages [page 20] (Optional) 7. Configuring Determination of Duration [page 21] 8. Configuring Integration to Other Systems [page 21] 9. Configuring Assignment of Doors to a Loading Point [page 22] 10. Configuring Time Slots of a Loading Point [page 22] 11. Configuring the Personal Object Worklist for Processing of s [page 23] 12. Configuring an Planner for Carrier [page 23] 13. Checking Transportation Unit Creation [page 24] (Optional) Configuration of Processing Inbound with SAP Dock Scheduling All rights reserved. 11

12 Result You have configured the process Processing Inbound with SAP Dock Scheduling. In warehouse W001, you can run the business processes as described in the Test Case for Processing Inbound with SAP Dock Scheduling [page 26]. Example You configure this business process in warehouse W001 using the following data (see Configuration of Warehouse Structure and Master Data for SAP EWM [external document]): Warehouse Structure Storage Type T020 T050 T910 Description Pallet Rack - Small Parts Pallet Rack - Large Parts Provide in Goods Receipt Storage Type Storage Section Description T020 S001 Fast-Moving Items T020 S002 Slow-Moving Items T050 S001 Total Section T910 S001 Total Section T970 S001 Total Section Storage Bin Description T020* All Bins Starting with T020 T050* All Bins Starting with T050 GR-ZONE Goods Receipt Zone Activity Area T020 T050 T970 Description Act. Area for Storage Type T020 Act. Area for Storage Type T050 Act. Area for Storage Type T970 Staging Area Group Staging Area Description T910 S001 Staging area referring to the goods receipt zone Master Data Vendor VEND001 Description Vendor VEND001 Copyright 2015 SAP SE Configuration of Processing Inbound with SAP Dock Scheduling or an SAP affiliate company. 12 All rights reserved.

13 Product Description PROD-S01 Small part, fast-moving 01 PROD-S02 Small part, fast-moving 02 PROD-S03 Small part, fast-moving 03 PROD-S04 Small part, fast-moving 04 PROD-S05 Small part, slow-moving 05 PROD-S06 Small part, slow-moving 06 PROD-L01 Large part 01 PROD-L02 Large part 02 PROD-L03 Large part 03 Carrier CARR001 CARR002 Description Carrier CARR001 Carrier CARR002 Printer PR05 PR06 Description Printer located in the goods receipt office Printer located in the clarification zone Other Master Data Supply Chain Unit PLPL01 SP0002 Description Supply chain unit for warehouse W001 Supply chain unit with role receiving office Doors Door DI01 DI02 DI03 Description Inbound Inbound Inbound Process-Specific Settings Warehouse Process Type P110 Description Putaway with Palletization Warehouse process type used to put away goods Configuration of Processing Inbound with SAP Dock Scheduling All rights reserved. 13

14 3.1 Configuring a Docking Location You use this procedure to configure the creation of a docking location in SAP Dock Scheduling assigned to warehouse W001 in SAP Extended Warehouse Management. The name of the docking location corresponds to the name of the supply chain unit (SCU) assigned to the warehouse. Prerequisites You have created a number range for loading appointments. In Customizing for Extended Warehouse Management, under Cross-Process Settings Shipping and Receiving Dock Scheduling Define Number Range Intervals for Numbers, create a number range for the internal creation of appointment numbers. Number Range From Number To Number External Assignment None Procedure 1. Log on to SAP NetWeaver Business Client as Administrator for Dock Scheduling. 2. In the Dock Scheduling menu, choose Settings Simple Setup. 3. Choose Simple Setup of Integrated Dock Scheduling. 4. Choose Create Docking Location. A dialog box appears. 5. Enter your warehouse number, for example, W001. The system finds the SCU of the warehouse. It determines the name of the docking location from it, for example, PLW Enter the following data into the docking location: Docking Location Description Warehouse W001 Slot Duration SAP EWM Integration 15 Minutes Standard Integration Calendar ID Number Range Number Restricted Planning Period None 01 Determine Restricted Planning Period in Days ; Days Before : 2, Restricted Planning Period Begins: 16:00 7. The system determines the following settings from the warehouse: Time Zone Country Address Data 3.2 Configuring a Loading Point You use this procedure to configure the creation of a loading point in SAP Dock Scheduling. Procedure 1. Log on to the NetWeaver Business Client as Administrator for Dock Scheduling. 2. In the Dock Scheduling menu, choose Settings Simple Setup. 3. Choose Simple Setup of Integrated Dock Scheduling. Copyright 2015 SAP SE Configuration of Processing Inbound with SAP Dock Scheduling or an SAP affiliate company. 14 All rights reserved.

15 4. Choose Create Loading Point. 5. Create a loading point with the following data: Loading Point Loading Point Description Docking Location Variable Duration Allowed PLW001_LP_1 Inbound Unloading PLW001 X 6. The system determines the following settings from the docking location: Slot Duration SAP EWM Integration Time Zone Calendar ID Country Arrival Lead Time Restricted Planning Period Number Range Number Address Data 3.3 Configuring a Product Group for the Products You use this procedure to configure the product groups for the products in SAP Extended Warehouse Management. This product group is used as property for loading point determination. Prerequisites You have configured the loading point to use the property product group. In Customizing for Extended Warehouse Management, under Business Add-Ins (BAdIs) for Extended Warehouse Management Dock Scheduling BAdI: Property for Loading s, activate the example implementation Example: Use MDL Product Group as Property for Loading s. You have created a product group type for your products. In Customizing for SCM Basis, under Master Data Product Product Groups Define Product Group Types, create a product group type for SAP Dock Scheduling with the following data: Product Group Type Description Number DS Dock Scheduling Transport Lane Relevant Quota Arrangement Relevant None None None None External Material Group You have created a product group for your products. In Customizing for SCM Basis, under Master Data Product Product Groups Define Product Group, create a product group for SAP Dock Scheduling with the following data. Product Group Type DS Product Group DAS_PG1 Procedure Note You perform this procedure for each of these products: PROD-M01 Configuration of Processing Inbound with SAP Dock Scheduling All rights reserved. 15

16 PROD-M02 PROD-M03 1. On the SAP Easy Access screen for Extended Warehouse Management, choose Master Data Product Maintain Product. 2. In the Product field, enter your product. 3. Select the Global Data radio button. Choose the Change button. 4. On the Properties 2 tab page, change the following data for each of your products: Product Product Group Type Product Group PROD-M01 DS DAS_PG1 PROD-M02 DS DAS_PG1 PROD-M03 DS DAS_PG1 3.4 Configuring Determination of Properties You use this procedure to configure the determination of the properties for the loading appointment in SAP Dock Scheduling. Procedure Note You can also enter properties manually in the loading appointment. 1. In Customizing for Extended Warehouse Management, under Business Add-Ins (BAdIs) for Extended Warehouse Management Cross-Process Settings Shipping and Receiving Dock Scheduling BAdI: Determination of Property. 2. Activate the example implementation Example: Determination of MDL Product Group from Purchase Order. 3.5 Configuring Determination of a Loading Point You use this procedure to configure the determination of a loading point in SAP Dock Scheduling. The product group of your product is used as property for loading point determination. Procedure 1. Log on to SAP NetWeaver Business Client as Administrator for Dock Scheduling. 2. In the Extended Warehouse Management menu, choose Settings Shipping and Receiving Dock Scheduling Determine Loading Point. 3. Create an entry with the following data: Docking Location Direction Property Loading Point PLW001 Inbound DAS_PG1 PLW001_LP_1 3.6 Configuring Determination of Number of Packages You use this procedure to configure the determination of the number of packages in SAP Dock Scheduling. Copyright 2015 SAP SE Configuration of Processing Inbound with SAP Dock Scheduling or an SAP affiliate company. 16 All rights reserved.

17 Procedure Note You can also enter the number of packages manually in the loading appointment. 1. In Customizing for Extended Warehouse Management, under Business Add-Ins (BAdIs) for Extended Warehouse Management Cross-Process Settings Shipping and Receiving Dock Scheduling BAdI: Determination of Number of Packages. 2. Activate an example implementation, for example, Number of Packages from Purchase Order, Low Filter (/ SCWM/EI_DS_DET_PACK_1). Note The BAdI implementation Number of Packages from Purchase Order, Low Filter uses all items of the purchase order that are relevant for processing in a warehouse. If you need to filter the purchase order items and their schedule items so that you use only the items for a specific warehouse or the quantities of the requested date of the loading appointment, you can use the example implementation Number of Packages Determined from Purchase Order (/SCWM/EI_DS_DET_PACKAGES). If you use this BAdI implementation, you have to enter the requested date when creating the loading appointment so the system can identify the quantity for this date. 3.7 Configuring Determination of Duration You use this procedure to configure the determination of appointment duration in SAP Dock Scheduling. Procedure 1. Log on to SAP NetWeaver Business Client as Administrator for Dock Scheduling. 2. In the Extended Warehouse Management menu, choose Settings Shipping and Receiving Dock Scheduling Configure Duration Determination. 3. Create an entry with the following data: Loading Point Duration at Dock Offset (mm:ss) Duration per Package (mm:ss) PLW001_LP_1 15:00 03: Configuring Integration to Other Systems You use this procedure to configure the integration settings from for loading appointments when SAP Dock Scheduling is integrated to other systems, for example, SAP ERP. For the creation of loading appointments, the system uses data from the purchase order referenced in the loading appointment to determine the loading point and the loading appointment duration. This configuration defines the SAP ERP system of the purchase order referenced in the loading appointment. Procedure 1. Log on to SAP NetWeaver Business Client as Administrator for Dock Scheduling. 2. In the Extended Warehouse Management menu, choose Interfaces Dock Scheduling Integration Settings for Dock Scheduling. 3. Create an entry with the following data: Docking Location Business System for ERP Inbound Integration Outbound Integration Integration (No Direction PLW001 ERPCLNT001 None None None Configuration of Processing Inbound with SAP Dock Scheduling All rights reserved. 17

18 Note You do not have to select the Inbound Integration checkbox if you set the SAP EWM Integration field to Standard Integration in your loading point and docking location. 3.9 Configuring Assignment of Doors to a Loading Point You use this procedure to configure the assignment of doors to a loading point. Prerequisites You have defined the doors of your warehouse (see Configuration of Warehouse Structure and Master Data for SAP EWM [external document]) Procedure 1. Log on to SAP NetWeaver Business Client as Administrator for Dock Scheduling. 2. In the Dock Scheduling menu, choose Settings Simple Setup 3. Choose Simple Setup of Integrated Dock Scheduling. 4. Choose Assign Doors to Loading Points. 5. For warehouse number W001, assign the following inbound doors to your loading point PLW001_LP_1: Warehouse Door Loading Direction of Door Door Assigned to Loading Point DI01 Inbound X DI02 Inbound X DI03 Inbound X 3.10 Configuring Time Slots of a Loading Point You use this procedure to configure the time slots of a loading point. Procedure 1. Create time slots for the loading point. a. Log on to SAP NetWeaver Business Client as Administrator for Dock Scheduling. b. In the Dock Scheduling menu, choose Settings Simple Setup. c. Choose Simple Setup of Integrated Dock Scheduling. d. Choose Create Time Slots in Graphical View. 2. Select your loading point. Enter the necessary data, for example, the following: Start Date: The date of next Monday Start Time: 7:00 18:00 Maximum Capacity: 10 Days to Display: 5 Combine Slots: X This combines the 15-minute slots into one-hour slots to make it easier to display and change them. 3. Define capacity for the time slots and copy the capacity to the next two weeks. You can select the displayed slots with capacity 10 of the first day with the mouse and drag them to set a different capacity, for example, 5. Copyright 2015 SAP SE Configuration of Processing Inbound with SAP Dock Scheduling or an SAP affiliate company. 18 All rights reserved.

19 Choose the Copy Capacity to Next Day button to copy the changed capacity to the next day. You can copy each day forward for several days to define capacity for all working days of the week. Choose the Copy Slot Capacity to Next Weeks button and enter the number of weeks to copy the capacity of the week, for example, Configuring the Personal Object Worklist for Processing of s You use this procedure to configure the personal object worklist for processing appointments. The personal object worklist for the Process s screen allows you to navigate from an appointment in the list to Assign Transportation Unit to Door screen. Procedure 1. In SAP NetWeaver Business Client, in the Dock Scheduling menu, choose Management Processing Process s. 2. In the screen area with the list of appointments, choose the Open Settings Dialog button. A dialog box appears. 3. In the Hidden Columns list, select Assignment and choose the Add button to add it to the Displayed Columns list. 4. Change the sequence of the list of displayed columns so Assignment is between Number and Start Date. 5. Choose Save As and give your view a name. 6. Choose OK Configuring an Planner for Carrier You use this procedure to define an appointment planner for carrier with an external user for a carrier, who books appointments directly in SAP Dock Scheduling, using external web access, in warehouse number W001. Prerequisites Note SAP Dock Scheduling offers multiple ways to collaborate with carriers, based on the technologies Web Dynpro and SAPUI5. These ways offer differing levels of security. The configuration described here is for SAP Dock Scheduling using the Web Dynpro-based user interface for external carrier access. If you are using different user interfaces and system setup, you might require further configuration. For more information, see SAP Note You have created carriers. For more information, see Creating Vendors, Customers, and Carriers in Configuration of Warehouse Structure and Master Data for SAP EWM [external document]. You have created a user for the appointment planner for carrier with the role Planner for Carrier in Dock Scheduling (/SCWM/DAS_EXT_CARR_PLANNER), for example, user CAR_USE. Procedure Assign the user CAR_USE to a carrier, for example CARR001 as follows: 1. Log on to SAP NetWeaver Business Client as Administrator for Dock Scheduling. 2. In the Dock Scheduling menu, choose Settings Simple Setup. 3. Choose Simple Setup of Integrated Dock Scheduling. 4. Choose Create Planners for Carriers. 5. Select a carrier, for example, CARR001. Configuration of Processing Inbound with SAP Dock Scheduling All rights reserved. 19

20 Assign user CAR_USE as appointment planner for carrier to carrier CARR Checking Transportation Unit Creation You can use this procedure to check the configuration of transportation units (TUs). Procedure 1. Check that the shipping and receiving function is activated in Customizing for Extended Warehouse Management under Cross-Process Settings Shipping and Receiving General Settings Deactivate Shipping and Receiving for Warehouse: Warehouse W001 Deactivate Shipping and Receiving None 2. Check the following entries in Customizing for Extended Warehouse Management under Cross-Process Settings Shipping and Receiving General Settings General Settings for Shipping and Receiving: Warehous e Number W001 Different Route W (Warning ) Different Departur e Time Copy Route from Door W B (Copy (Warning Route ) Default Value for Door and Next Departur e Time to TU) Copy Route Not applicabl e Consider Loading Sequenc e During Loading Post Goods Issue at Departur e Arrival / Departure from Checkpoi nt Write Unloadin g Begin to Inbound Delivery None X None Not applicabl e Write Loading Begin to Outboun d Delivery Order Not applicabl e 3. Check the following entry in Customizing for Extended Warehouse Management under Cross-Process Settings Shipping and Receiving General Settings Define Control Parameters for Forming Vehicles/ Transportation Units: Means of Transport MTR2 Vehicle/TU Transportation Unit Number Range Number Action Profile Status Profile Default Owner Maximum Number of Seals 01 /SCWM/TU None None None 4. Check the number range intervals for shipping and receiving as follows: a. In Customizing for Extended Warehouse Management, choose Cross-Process Settings Shipping and Receiving Number Ranges Define Number Range Interval for Transportation Units and check that an interval exists for the number range number 01. b. In Customizing for Extended Warehouse Management, choose Cross-Process Settings Shipping and Receiving Number Ranges Define Number Ranges for S&R Activities and check that an interval exists for the number range number Check the following entry on the SAP Easy Access screen under Extended Warehouse Management Settings Shipping and Receiving Link Between Packaging Material (TU) and Means of Transport: Table 28 Copyright 2015 SAP SE Configuration of Processing Inbound with SAP Dock Scheduling or an SAP affiliate company. 20 All rights reserved.

21 Means of Transport Packaging Material Optional Sequence of Packaging Materials Number of Packaging Materials in Means of Transport MTR2 MTR X None None X Container Packaging Material Configuration of Processing Inbound with SAP Dock Scheduling All rights reserved. 21

22 4 Test Case for Processing Inbound with SAP Dock Scheduling You can use this test case to run the process Processing Inbound with SAP Dock Scheduling [page 6] in warehouse number W001. Note that SAP Dock Scheduling runs in SAP NetWeaver Business Client (NWBC) only. Prerequisites Note SAP Dock Scheduling offers multiple way to collaborate with carriers. This test case uses the Web Dynpro-based user interface for external carrier access. This test case requires the following roles: GR office clerk with the role EWM: Warehouse Specialist for Goods Receipt (/SCWM/INBD_SPECIALIST) Warehouse worker with the role EWM: Warehouse Worker (/SCWM/WORKER) Warehouse clerk with the role EWM: Warehouse Worker (/SCWM/WORKER) Warehouse clerk with the role Specialist for Dock Scheduling (/SCWM/DAS_SPECIALIST) Checkpoint clerk with the role Checkpoint Clerk for Dock Scheduling (/SCWM/DAS_CP_CLERK) and the role EWM: Warehouse Specialist for Yard Management (/SCWM/YARD_SPECIALIST) External user with the role Planner for Carrier in Dock Scheduling (/SCWM/ DAS_EXT_CARR_PLANNER) You have activated the following Business Add-Ins (BAdIs): Determination of Number of Packages Determination of Properties For more information, see Configuration of Processing Inbound with SAP Dock Scheduling [page 13]. For more information, see the prerequisites in Processing Inbound with SAP Dock Scheduling [page 6]. Features This test case uses the following transactions, which you can find on the SAP Easy Access screen for Logistics: Materials Management Purchasing Purchase Order Create Vendor/Supplying Plant Known (transaction ME21N) Logistics Execution Inbound Process Goods Receipt for Inbound Delivery Delivery Create Single Documents (transaction VL31N) This test case uses the following transactions, which you can find on the SAP Easy Access screen for Extended Warehouse Management: Delivery Processing Inbound Delivery GR Preparation - External Procurement (transaction /SCWM/ GRPE) Recommendation To customize the transaction, check the default values. Choose F5 and enter the following data: Warehouse Number: W001 Goods Receipt Office: SP0002 Entitled to Dispose: BPPL01V Copyright 2015 SAP SE Test Case for Processing Inbound with SAP Dock Scheduling or an SAP affiliate company. 22 All rights reserved.

23 Select the Select Expected GR checkbox Select the Select Inbound Deliveries checkbox Do not select the Without TU checkbox Delivery Processing Inbound Delivery Physical Goods Receipt (transaction /SCWM/GR) Recommendation To customize the transaction, check the default values. Choose F5 and enter the following data: Warehouse Number: W001 Goods Receipt Office: SP0002 Entitled to Dispose: BPPL01V Lock During Search: X (Lock Inbound Deliveries) Propose GR Relevant : X (Set GR Relevant Flag automatically) Shipping and Receiving Process Transportation Unit (transaction /SCWM/TU) Recommendation To customize the transaction, check the default values. Choose F5 and enter the following data: Warehouse Number: W001 Past Assignment: for example, 2 days Future Assignment: for example, 0 days Execution Confirm Warehouse Task (transaction /SCWM/TO_CONF) Recommendation To customize the transaction, check the default values. Choose F5 and enter the warehouse number W001. Dock Scheduling Assign Transportation Units to Door This test case uses the following screen, which you can find in the Extended Warehouse Management menu of NWBC: Shipping and Receiving Dock Scheduling Assign Transportation Units to Door This test case uses the following screens, which you can find in the Dock Scheduling menu of the NWBC: Master Data Maintain Loading Point Recommendation In loading point PLW001_LP_1, check that SAP Extended Warehouse Management (SAP EWM) integration is active and set to Standard Integration. Management Planning Create - Textual Management Processing Monitor s Management Processing Process s Management Reporting Analyze s Activities Step Step Description Step Processor Input Data Expected Results 1 Create inbound delivery order (SAP EWM). None See the following substeps Not applicable Test Case for Processing Inbound with SAP Dock Scheduling All rights reserved. 23

24 1.1 Create a PO (SAP ERP) None 1. In SAP ERP, start transaction ME21N. 2. Enter the following data: Vendor: For example, VEND001 The PO, for example, , is created. Note the delivery date and time. Purchasing Organization : 0001 Purchasing Group: 001 Material: For example, PROD-S01 Delivery Date and Time after Monday of next week Plant: PL01 Storage Location: AFS 3. Save your entries. 1.2 Create an inbound delivery (SAP ERP) None 1. In SAP ERP, start transaction VL31N. 2. Create an inbound delivery with reference to the PO, for example, Enter an ASN number. 4. Save your entries. The inbound delivery, for example, , is created and sent to SAP EWM. Note the ASN number. 2 Book a loading appointment with reference document PO. (SAP Dock Scheduling) planner for carrier See the following substeps Not applicable Copyright 2015 SAP SE Test Case for Processing Inbound with SAP Dock Scheduling or an SAP affiliate company. 24 All rights reserved.

25 2.1 Book a loading appointment with reference document PO. (SAP Dock Scheduling). planner for carrier 1. Log on to NWBC as Planner for Carrier. 2. In the Dock Scheduling menu, choose Management Planning Create - Textual 3. Enter the following data: Docking Location: PLW001 Direction: Inbound The loading point and the requested appointment duration are determined automatically, based on the PO data and the settings in appointment duration determination. A provisional appointment is displayed. Reference Document Number: Purchase order number Document Category: PO Depending on the activated BAdI implementation for the determination of number of packages from purchase order, you might have to enter the PO delivery date as the requested date of the appointment 4. Choose Enter. 2.2 Plan the appointment planner for carrier 1. Select an available start slot in the determined loading point near the delivery time of the PO. 2. Enter some additional appointment data. 3. Save your entries. 4. Note the appointment number. A planned loading appointment is created. Test Case for Processing Inbound with SAP Dock Scheduling All rights reserved. 25

26 3 Check planned appointments (SAP Dock Scheduling). Warehouse clerk 1. Log on to NWBC as Specialist for Dock Scheduling. None Note This step usually takes place on the day before the delivery date. 2. In the Dock Scheduling menu, choose Management Processing Monitor s. 3. Select loading point PLW001_LP_1 and display the appointments for the delivery date. 4. Check that the number of planned appointments does not exceed the available capacity. 4 A truck arrives at the checkpoint and drives to the door. Truck driver and checkpoint clerk See the following substeps. Not applicable 4.1 A truck arrives at the checkpoint. The truck driver informs the checkpoint clerk of the appointment number. Truck driver and checkpoint clerk This step is carried out outside of the system. Not applicable 4.2 Indicate that the truck has arrived at the checkpoint. Checkpoint clerk 1. Log on to NWBC as Checkpoint Clerk. 2. In the Dock Scheduling menu, choose Management Processing Process s. 3. Search for your appointment, for example, by the appointment number. The appointment status is Arrived at Checkpoint. The planned TU activity is created in SAP EWM. 4. Select your appointment and choose Arrival at Checkpoint. 5. Save your entries. Copyright 2015 SAP SE Test Case for Processing Inbound with SAP Dock Scheduling or an SAP affiliate company. 26 All rights reserved.

27 4.3 Assign the TU to a door Checkpoint clerk 1. In the Dock Scheduling menu, choose Management Processing Process s. The planned door activity for the TU is created. 2. Search for your appointment, for example, by the appointment number. 3. In the Assignment column, choose Assign to Door. The Assign TU to Door screen opens for the loading point of the selected loading appointment. The TU of the selected loading appointment is already selected. 4. Select a free door and assign the TU to a door. 5. Save your entries. 5 The truck arrives at the door (SAP EWM). Warehouse worker 1. Start transaction /SCWM/TU. The TU status is Docked at Door. 2. In the Find field, choose Transportation Unit or Number, enter the appointment number, and choose Search. 3. Choose Action Door Arrival at Door. 4. Save your entries. 6 Check the delivery note and find the inbound delivery (SAP EWM). GR office clerk 1. Start transaction /SCWM/GRPE. 2. Enter the appointment number as TU number. The inbound delivery is displayed. 3. Enter the ASN number (printed on the delivery note) and choose Execute Search. 6.1 Assign the inbound deliveries to the TU. GR office clerk 1. Select the inbound deliveries and choose TU Assignment. 2. Save your entries. The inbound delivery is assigned to the TU. 7 Unload the truck and check the goods. Warehouse worker This step is carried out outside of the system. None 8 Post the goods receipt and create putaway WOs (SAP EWM). None See the following substeps. None Test Case for Processing Inbound with SAP Dock Scheduling All rights reserved. 27

28 8.1 Post the GR. GR office clerk 1. Start transaction /SCWM/GR. The GR is posted. 2. Search for the inbound delivery using the PO number (for example, ) or using the ASN number. 3. Check the delivery data against the revised delivery note and adapt the quantities if necessary. 4. Choose Post Goods Receipt. 8.2 Create putaway WOs Automatic step Not applicable The putaway WOs are created based on the palletization data maintained for the products. The putaway WOs are printed. You can check the spool requests in transaction SP01. 9 The truck leaves the door (SAP EWM). Warehouse worker 1. Start transaction /SCWM/TU. 2. In the Find field, choose Transportation Unit or Number, enter the appointment number, and choose Search. The TU status is undocked from door. 3. Choose Action Door Departure from Door. 4. Save your entries. 10 The truck leaves the warehouse (SAP Dock Scheduling). Truck driver and checkpoint clerk See the following substeps Not applicable 10.1 Indicate that the truck has departed from the checkpoint Checkpoint clerk 1. Log on to NWBC as Checkpoint Clerk. 2. In the Dock Scheduling menu, choose Management Processing Process s. 3. Search for your appointment, for The appointment status is Departed from Checkpoint. The TU status is undocked from door and completed. Copyright 2015 SAP SE Test Case for Processing Inbound with SAP Dock Scheduling or an SAP affiliate company. 28 All rights reserved.

29 example by the appointment number. 4. Select your appointment and choose Departure from Checkpoint. 5. Save your entries. 11 Put away the goods (SAP EWM). None See the following substeps. None 11.1 Put away the goods. Warehouse worker This step is carried out outside of the system. None 11.2 Confirm the putaway WOs. Warehouse clerk 1. Start transaction /SCWM/TO_CONF. 2. Search for the WO (see printout). 3. Choose Confirm + Save. The putaway WOs are confirmed. The stock is moved to the final storage bin. 12 Analyze loading appointments (SAP Dock Scheduling). Warehouse clerk 1. Log on to NWBC as Specialist for Dock Scheduling. None 2. In the Dock Scheduling menu, choose Management Reporting Analyze s 3. Select the appointments of loading point PLW001_LP_1 for the last few days. 4. Analyze the appointments. Test Case for Processing Inbound with SAP Dock Scheduling All rights reserved. 29

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