SAP Transportation Management 9.0 Release Notes

Transcription

1 SAP Transportation Management 9.0 Release Notes

2 Copyright Copyright(c) 2013 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 SCM_SAPTM_SCMB_FND: SAP TM-Specific Enhancements in SCM Basis (New) SCAC and Airline Codes in the Business Partner (New) SAP TM-Specific Business Partner Extensions (New) Text Types for Business Partner (New) Driver Business Partner (New) 7 2 TM Transportation Management TM-FWM Forwarding Order Management SCM_SAPTM_SCMB_FND: SAP TM-Specific Enhancements in SCM Basis (New) Air Cargo Security (New) Support of Air-Freight-Specific Processes in FWM (New) SAP TM-Specific Business Partner Extensions (New) Air-Freight-Specific Consolidation Processes in FWM (New) General Enhancements of Forwarding Order Management (Enhanced) Creation of Forwarding Order and Quotation Items in FWM (Enhanced) Organization Interaction (Enhanced) Stage Type Determination (Enhanced) Text Types for Business Partner (New) Service Products (New) TM-FWM-FWO Forwarding Order Prepayment of Forwarding Orders (New) Waybill Stock (New) TM-ERP ERP Logistics Integration Delivery Splits and Updates (Enhanced) ERP Logistics Integration (Enhanced) TM-ERP-SHP Shipment ERP Shipment Integration (Enhanced) TM-FRM Freight Order Management Freight Order Management (Enhanced) Cargo Management (Enhanced) Customer Self-Delivery and Customer Pick-Up (New) Cost Distribution (New) Trailer Document (New) 42 SAP AG iii

4 Release-Informationen Inhaltsverzeichnis SAP AG TM-FRM-FRO Freight Order Changeability of Locations (New) Waybill Stock (New) TM-FRM-FRB Freight Booking r Interface for Air Freight Bookings (New) Co-Load for Air Freight Bookings (New) Changeability of Locations (New) TM-PLN Planning Hierarchical Views (Enhanced) TM-PLN-FU Freight Unit Changeability of Locations (New) TM-PLN-TU Transportation Unit Trailer Document (New) TM-PLN-MP Manual Planning Manual Planning (Enhanced) TM-PLN-TP Transportation Proposal Manual Planning (Enhanced) TM-PLN-TAL Transportation Allocation Transportation Allocations (Enhanced) TM-PLN-PS Profiles and Settings Automatic Planning (Enhanced) TM-FWS Forwarding Settlement Internal Settlement Documents (New) Profitability (New) Settlement Documents (Enhanced) Service Products (New) TM-FRS Freight Settlement Cost Distribution (New) Internal Settlement Documents (New) Profitability (New) Settlement Documents (Enhanced) TM-TCC Transportation Charge Calculation Charge Calculation (Enhanced) Profitability (New) TM-BW Integration with SAP NetWeaver Business Warehouse Analytics (New) TM-DG Dangerous Goods Dangerous Goods (Enhanced) Dangerous Goods Content Loader (New) TM-GT Global Trade 72 SAP AG iv

5 Release-Informationen Inhaltsverzeichnis SAP AG Trade Compliance Check (New) Customs r Interface and Master Data (Enhanced) Customizing for Global Trade (Enhanced) TM-MD Master Data Air-Freight-Specific Codes (New) Commodity Codes (New) TM-MD-BP Business Partner SCM_SAPTM_SCMB_FND: SAP TM-Specific Enhancements in SCM Basis (New) SCAC and Airline Codes in the Business Partner (New) SAP TM-Specific Business Partner Extensions (New) Text Types for Business Partner (New) Driver Business Partner (New) Business Partner Determination (New) TM-MD-ORG Organization Organizational Management (Enhanced) TM-MD-RES Resource Resource Class (New) TM-MD-CM Charge Management Charge Management Master Data (Enhanced) Calculation Bases and Scales Bases (Enhanced) Master Data Templates (New) TM-MD-CM-AG Agreements Agreements (Enhanced) TM-MD-CM-CS Calculation Sheets Calculation Sheets (Enhanced) Calculation Sheets (Enhanced) TM-MD-CM-RA Rates Rate Tables and Scales (Enhanced) TACT Rates (New) TM-MD-CM-SC Scales Rate Tables and Scales (Enhanced) TM-MD-TN Transportation Network TM-MD-TN-SCH Schedule Schedules (Enhanced) TM-BF Basic Functions Printing (Enhanced) Sustainability (New) Export/Import Processing (New) Instructions (New) TM-BF-MAP Map Display Geographical Map and Transportation Network (Enhanced) 105 SAP AG v

6 1 SCM Supply Chain Management SAP AG 1

7 1.1 SCM-BAS SCM Basis SAP AG 2

8 1.1.1 SCM-BAS-MD Master Data SAP AG 3

9 SCM_SAPTM_SCMB_FND: SAP TM-Specific Enhancements in SCM Basis (New) As of SAP Transportation Management 9.0 (SAP TM), the business function SAP TM-Specific Enhancements in SCM Basis (SCM_SAPTM_SCMB_FND) is available. You must activate this business function to define master data attributes that are specific to SAP TM and that are required to operate SAP TM. The business function activates extensions that are required in SCM Basis. For more information, see the following release notes: - SAP TM-Specific Business Partner Extensions (New) - SCAC and Airline Codes in the Business Partner (New) - Organizational Management (Enhanced) - Text Types for Business Partner (New) - Driver Business Partner (New) - Resource Class (New) SAP AG 4

10 SCAC and Airline Codes in the Business Partner (New) As of SAP TM 9.0, two kinds of carrier codes are available for the business partner role Vendor on the Vendor Data tab page: - Standard Carrier Alpha Codes (SCAC) SCACs are used in land and sea transportation. - Airline Codes Airline codes are only relevant for air transportation. To define a business partner as a carrier, subsidiary or agent, you must complete the Carrier Category field. Carrier codes can be defined for business partners of any carrier category, but they are inherited by business partners with the category Agent or Subsidiary only if they are related to a business partner with the carrier category Carrier using the relationship Is Agent/Subsidiary of. See also SCACs or airline codes that are specified for a business partner must be maintained in the Customizing for SCAC or airline codes. If a code is not specified in the relevant Customizing table, it is accepted with a warning to ensure that the user is aware of the unknown SCAC or airline code. You define standard carrier alpha codes in the Customizing activity Define Standard Carrier Alpha Codes. You define airline codes in the Customizing activity Define IATA Airline Codes. For more information about air freight-specific codes, see the release note Air-Freight-Specific Codes SAP TM-Specific Business Partner Extensions (New) As of SAP TM 9.0, you can use two new tab pages for the business partner roles vendor, carrier, ship-to-party and sold-to-party: - Vendor Partner Determination - Customer Partner Determination Obsolete fields for partner functions from SAP ERP are hidden. These have been replaced with SAP AG 5

11 party role codes, which are widely used in SAP TM and are semantically the same as the obsolete partner functions. However, the Core Interface (CIF) still fills the partner functions with the values of their SAP ERP counterparts, so that technically all of the SAP ERP information is available in SAP TM. A BAdI provides mapping possibilities from SAP ERP partner functions to SAP TM party role codes. For more information about how the system automatically determines business partners for party roles, see the release note for Business Partner Determination. As of SAP TM 9.0, the Customer Data tab page (available for the business partner roles Ship-To Party and Sold-To Party) shows the location instances to which a business partner is assigned, along with all assigned locations and their descriptions. Business partners with the role Organizational Unit are used to represent an organizational unit of a carrier or shipper organization, for example, a specific sales organization, and can also be used as a carrier business partner or even as an ordering party for intra-company transportation. As of SAP TM 9.0, the following air cargo security fields are available in the Maintain Business Partner transaction (transaction BP): - Shipper Sec. Status, Known Shipper Code, Known from Date, Expiry Date (on the Vendor tab page under Air Cargo Security) Note that the fields for the shipper security status, known shipper code, and expiry date are also available in the master data for the relevant location. - Regulated Agent (on the Identification tab page under Transportation Management) For more information about air cargo security, see the release note for Air Cargo Security. As of SAP TM 9.0, single fields for service level codes on the Vendor Org. Data and the Customer Org. Data tabs have been removed for all roles and replaced with a table for the roles Carrier and Vendor on the Vendor Data tab. Also, you can now define service level codes with language-dependent definitions. As of SAP TM 9.0, you can enter the IATA Agent Code on the Identification tab page under Transportation Management. As of SAP TM 9.0, you can enter an ETD Offset (Estimated Time of Departure) and a Factory Calendar on the Identification tab page under Transportation Management. You can also calculate an ETD offset in the forwarding order. As of SAP TM 9.0, you can define block reason codes and assign them to payment terms in Customizing. For more information, see the release note for Prepayment of Forwarding Orders. Effects on Existing Data When you upgrade to SAP TM 9.0, XPRA /SCMTMS/XPRA_110_PTRO copies all content from the obsolete SAP TM tables for party role codes to the new tables in SCM Basis. In the Customizing activity Define Party Roles, the table and maintenance object have been moved from SAP TM to SCM Basis (/SCMB/C_PTRO). Values from the SAP TM tables are automatically transferred to the new tables in SCM Basis. SAP AG 6

12 You map partner functions to party role codes using the Business Add-In BAdI: Mapping Partner Function into Party Role Code Text Types for Business Partner (New) As of SAP TM 9.0, the new Additional Texts tab page is available for the business partner role Business Partner (Gen.) on the Maintain Business Partner user interface (transaction BP). Texts from this tab page (for example, addresses or signatures) are used by SAP TM as printing addresses or signatures on several printing documents such as air waybills. To ensure that the texts have the correct dimensions for the designated areas, you specify text types with maximum numbers of characters and lines. To support printing in several languages, you can define the language of the texts and enter additional texts for one text type in different languages for one business partner instance. You can use additional texts to define formatted printing addresses or paragraphs for the related business partner. These are used as printing addresses on the forwarding order UI on the Business Partner tab page, and on the Items tab page in the Item Details for Business Partner. There, you can refer to the predefined text types for the business partner and use them as printing addresses or edit them so that they are letter of credit-compliant. You define additional text types in Customizing for SCM Basis under Master Data -> Business Partner -> Define Text Types for Business Partner Master. You define the default text type for printing addresses with BAdI: Business Partner Printing Address Default Text Types. This way you can influence which text type is shown by default when business partner printing addresses are shown for the first time on the forwarding order UI Driver Business Partner (New) As of SAP Transportation Management 9.0, you can create business partners with the role Driver and assign them to a freight order on the Business Partner tab page. When you create drivers, you can enter the qualifications held by the driver (for example, the SAP AG 7

13 type of license or any experience of dangerous goods). You can also specify the driver's availability and create shift sequences and absences as you would for a resource. See also For more information about business partners, see SAP Library for SAP Transportation Management under Master Data -> Business Partner -> Definition of Business Partner. For more information about drivers, see SAP Library for SAP Transportation Management under Master Data -> Definition of Resources. SAP AG 8

14 2 TM Transportation Management 2.1 TM-FWM Forwarding Order Management SCM_SAPTM_SCMB_FND: SAP TM-Specific Enhancements in SCM Basis (New) As of SAP Transportation Management 9.0 (SAP TM), the business function SAP TM-Specific Enhancements in SCM Basis (SCM_SAPTM_SCMB_FND) is available. You must activate this business function to define master data attributes that are specific to SAP TM and that are required to operate SAP TM. The business function activates extensions that are required in SCM Basis. For more information, see the following release notes: - SAP TM-Specific Business Partner Extensions (New) - SCAC and Airline Codes in the Business Partner (New) - Organizational Management (Enhanced) - Text Types for Business Partner (New) - Driver Business Partner (New) - Resource Class (New) Air Cargo Security (New) As of SAP TM 9.0, new functions for air cargo security help you to ensure that official security requirements for air cargo have been met prior to planning and transportation. By enabling the air cargo security check, you specify that air cargo security data must be entered in the relevant business documents (that is, forwarding orders, freight units, and air freight bookings). You also activate automatic checks that prevent further processing if data is missing or inconsistent. In addition, you can set a planning and execution block that is dependent on the air cargo security status. SAP AG 9

15 The forwarding order contains the following air cargo security data: - The regulated agent code for the sales organization is displayed on the General Data tab page. If you are a regulated agent, you enter your regulated agent code in the business partner master data for the sales organization. When you create a forwarding order, the system copies the code to the General Data tab page. If required, you can change this default value in the forwarding order. - You enter air cargo security data in the forwarding order on the Air Cargo Security tab page. This tab page contains the following data: - Air cargo security data for the cargo handover party This comprises the security status of the handover party (for example, known shipper or regulated agent); the official code used to identify the handover party (for example, known shipper code); and the expiry date of the security status. You can enter the data in the master data for the pick-up location or the business partner (shipper) and have the system copy the data to the tab page when you create a forwarding order. Alternatively, you can enter the data directly on the tab page. - Known shipper details This section provides data about shippers that are classified as "known shippers" by the relevant authority. The system displays the date as of which you have known the shipper and shows whether you have known the shipper long enough in order to accept cargo from the shipper as secure. You have to enter the date in the master data for the business partner (shipper). The system determines whether you have known the shipper long enough based on this date and a country-specific offset that you have defined in Customizing for Transportation Management. Note that the system also checks whether you have known a shipper long enough during planning, and also after planning if you change the route or if you change the air cargo security status or country-specific security status. - Air cargo security status and country-specific security status If you activate the air cargo security check, the air cargo security status and the country-specific security status must be specified in the relevant business documents (that is, forwarding order, freight units, and air freight booking). In Customizing for Transportation Management, you define the country-specific security statuses and you assign an air cargo security status to each of them. The following air cargo security statuses are available: SPX: Secure for Passenger Aircraft SCO: Secure for Cargo Aircraft NSC: Not Secure The country-specific security status and the air cargo security status are transferred from the forwarding order to the freight unit. If there is more than one freight unit, you specify the country-specific security status in the individual freight units. SAP AG 10

16 To carry out planning, the air cargo security status must be specified in the air freight booking on the General Data tab page. You can enter the status manually. If you create air freight bookings from a master flight schedule and you have specified an air cargo security status in the flight schedule, the system automatically copies this status to the air freight booking. After specifying the air cargo security status, you then select the corresponding country-specific security status. Automatic planning can only be performed if the air cargo security statuses of the freight units and the freight booking are compatible (for example, the freight unit has the status SPX and the freight booking has the status SCO). If you carry out manual planning and the statuses are not compatible, the system issues either warning messages or error messages depending on your user authorizations. See also You make the following settings in Customizing for Transportation Management: - You enable the air cargo security check by selecting the Enable Air Cargo Security Check checkbox in the Customizing activities Define Forwarding Order Types and Define Freight Booking Types. - You specify that the system is to copy air cargo security data from the master data for the pick-up location or business partner to the forwarding order by selecting the Copy Air Cargo Security Data checkbox in the Customizing activity Define Forwarding Order Types. - You define country-specific offsets for calculating whether you have known a shipper long enough in the Customizing activity Define Offsets for Calculating Known Shipper Status. - You define country-specific security statuses and assign a predefined air cargo security status to each of them in the Customizing activity Define Air Cargo Security Statuses. You can also define that execution and planning are blocked according to the air cargo security status. For more information, see SAP Library for SAP Transportation Management under Freight Order Management -> Freight Booking -> Managing Air Freight Bookings for Airlines -> Air Cargo Security Support of Air-Freight-Specific Processes in FWM (New) As of SAP TM 9.0, the system supports air-freight-specific processes. In Forwarding Order Management (FWM), the following enhancements have been made. SAP AG 11

17 General Enhancements to the r Interface The following features have been added to the user interface (UI) of Forwarding Order Management: - New transportation-mode-specific UIs The UIs of the business documents in Forwarding Order Management are now specific to the transportation mode. While the land and ocean forwarding orders still offer the same input fields and functions, the UI for air forwarding orders has been designed to meet the requirements of air-freight-specific processes. - Enhanced entry screen On the entry screens for creating and editing forwarding orders and forwarding quotations, you can now specify not only the forwarding order type or forwarding quotation type but also other important parameters, such as the transportation mode, the shipping type, and the sales organization. You must enter the forwarding order type or forwarding quotation type and the transportation mode. The UI for the document is then dynamically adjusted based on the document type and transportation mode; these entries can no longer be changed. All other entries are optional and are transferred to the document where they can be changed. Furthermore, you can specify whether you want to create a template or whether you want to create the document as a copy of or with reference to other documents, such as a forwarding quotation or a forwarding agreement. - Fast order entry On the forwarding order UI, you can now switch between the normal view and a fast order entry view. On the fast order entry UI, all input fields that are required to complete an air forwarding order are available on one screen (without tab pages). Air-Freight-Specific Codes In Customizing, you can define air-freight-specific codes (such as location codes and airline codes), which then form the input help when you want to enter one of these codes in an air forwarding order. Furthermore, you can assign airline codes to business partners and define location codes in the location master data. For example, when you create an air forwarding order, you can enter the airport of departure and the airport of destination on the user interface. The system then automatically determines the correct location code. For more information, see the release notes for Air-Freight-Specific Codes andscac and Airline Codes in the Business Partner. Air Waybills In your master data, you can assign number ranges for house air waybills (HAWBs) to sales organizations and ordering parties. On the forwarding order UI, you can manually assign these HAWB numbers to a forwarding order or draw a number from the number range. Whether an HAWB number is required for a forwarding order depends on the air waybill type (see below) that you have specified for the document. For more information, see the release note for Waybill Stock. SAP AG 12

18 Moreover, you can print HAWBs. For more information, see the release note for Printing. Air Waybill Type On the forwarding order UI, you can enter an air waybill type (AWB type) for the forwarding order. The AWB type defines the air-freight-specific process for the forwarding order, such as normal consolidation, back-to-back, or direct shipment. You can predefine the AWB type for the forwarding order type in Customizing. For more information, see the release note for Air-Freight-Specific Consolidation Processes in FWM. Air Cargo Security You can enable air cargo security (ACS) checks in Customizing for forwarding order types. These specify that air cargo security data must be entered in forwarding orders. You can also activate automatic checks that prevent further processing if data is missing or inconsistent. The following enhancements have been made to the air cargo security function on the forwarding order UI (visible only if the ACS check has been enabled): - Regulated Agent Code of the sales organization on the General Data tab page - Air Cargo Security tab page - Air Cargo Security Status field on the Statuses tab page For more information, see the release note for Air Cargo Security. Unit Load Devices As of SAP TM 9.0, equipment groups are transportation-mode-specific. Depending on the assigned transportation modes, you can enter values for ocean-specific or land-specific containers, or for air-specific unit load devices (ULDs). Commodity Codes You can now use commodity codes to classify the goods to be transported according to custom properties. You can specify these codes for your forwarding order or forwarding quotation items when you create a document. The information is then transferred to freight orders or freight bookings that you create from a forwarding order. For more information, see the release note for Commodity Codes. Effects on Existing Data In SAP TM 9.0, equipment groups are dependent on transportation modes. To ensure that the system continues to respond in the same way after you have upgraded to SAP TM 9.0, the XPRA /SCMTMS/XPRA_110_EQU_MOT assigns the transportation modes Sea and Road to each equipment group that does not have a transportation mode assigned to it. SAP AG 13

19 You can assign transportation modes to equipment groups and define equipment types for equipment groups in the Customizing activity Define Equipment Groups and Equipment Types. You can define the AWB type and enable the air cargo security check in the Customizing activity Define Forwarding Order Types. You can define the air-freight-specific codes in Customizing. For more information, see the release note for Air-Freight-Specific Codes SAP TM-Specific Business Partner Extensions (New) As of SAP TM 9.0, you can use two new tab pages for the business partner roles vendor, carrier, ship-to-party and sold-to-party: - Vendor Partner Determination - Customer Partner Determination Obsolete fields for partner functions from SAP ERP are hidden. These have been replaced with party role codes, which are widely used in SAP TM and are semantically the same as the obsolete partner functions. However, the Core Interface (CIF) still fills the partner functions with the values of their SAP ERP counterparts, so that technically all of the SAP ERP information is available in SAP TM. A BAdI provides mapping possibilities from SAP ERP partner functions to SAP TM party role codes. For more information about how the system automatically determines business partners for party roles, see the release note for Business Partner Determination. As of SAP TM 9.0, the Customer Data tab page (available for the business partner roles Ship-To Party and Sold-To Party) shows the location instances to which a business partner is assigned, along with all assigned locations and their descriptions. Business partners with the role Organizational Unit are used to represent an organizational unit of a carrier or shipper organization, for example, a specific sales organization, and can also be used as a carrier business partner or even as an ordering party for intra-company transportation. As of SAP TM 9.0, the following air cargo security fields are available in the Maintain Business Partner transaction (transaction BP): - Shipper Sec. Status, Known Shipper Code, Known from Date, Expiry Date (on the Vendor tab page under Air Cargo Security) Note that the fields for the shipper security status, known shipper code, and expiry date are also available in the master data for the relevant location. - Regulated Agent (on the Identification tab page under Transportation Management) For more information about air cargo security, see the release note for Air Cargo Security. SAP AG 14

20 As of SAP TM 9.0, single fields for service level codes on the Vendor Org. Data and the Customer Org. Data tabs have been removed for all roles and replaced with a table for the roles Carrier and Vendor on the Vendor Data tab. Also, you can now define service level codes with language-dependent definitions. As of SAP TM 9.0, you can enter the IATA Agent Code on the Identification tab page under Transportation Management. As of SAP TM 9.0, you can enter an ETD Offset (Estimated Time of Departure) and a Factory Calendar on the Identification tab page under Transportation Management. You can also calculate an ETD offset in the forwarding order. As of SAP TM 9.0, you can define block reason codes and assign them to payment terms in Customizing. For more information, see the release note for Prepayment of Forwarding Orders. Effects on Existing Data When you upgrade to SAP TM 9.0, XPRA /SCMTMS/XPRA_110_PTRO copies all content from the obsolete SAP TM tables for party role codes to the new tables in SCM Basis. In the Customizing activity Define Party Roles, the table and maintenance object have been moved from SAP TM to SCM Basis (/SCMB/C_PTRO). Values from the SAP TM tables are automatically transferred to the new tables in SCM Basis. You map partner functions to party role codes using the Business Add-In BAdI: Mapping Partner Function into Party Role Code Air-Freight-Specific Consolidation Processes in FWM (New) As of SAP TM 9.0, you can restrict the consolidation of goods in SAP TM to support air-freight-specific processes, such as back-to-back, direct shipment, and internal co-load. Previously, you could consolidate several forwarding orders into one freight booking. Now, you can specify that if a back-to-back forwarding order has been assigned to a freight booking, no other forwarding orders can be assigned to this freight booking. In a direct shipment process, there is no difference between a house air waybill and a master air waybill from a business perspective. You can control the process by assigning an air waybill type (AWB type) to the forwarding order. You can predefine the AWB type for the forwarding order by assigning it to a forwarding order type in Customizing (see below) or you can enter the AWB type directly on the forwarding order user interface (UI). SAP AG 15

21 Back-to-Back In a back-to-back process, a customer agrees with a logistics service provider that goods are not to be consolidated in a master air waybill, for example, because of legal restrictions in a country. This means that only the back-to-back house air waybill (forwarding order) can be assigned to a master air waybill (freight booking). As of SAP TM 9.0, the system supports the back-to-back process. For example, the following features are offered: - You can assign the AWB type Back-to-Back to a forwarding order. When you create a freight booking for the main carriage of the forwarding order, the data is transferred to the freight booking and the booking is also assigned this AWB type. - You cannot assign more than one forwarding order to a freight booking with the AWB type Back-to-Back. Direct Shipment In a direct shipment process, transportation is carried out by the shipper and the carrier. Goods can, for example, be transported to the airport directly by the shipper. A house air waybill is not required, and transportation activities are performed on the basis of the (master) air waybill of the airline. Goods are not consolidated in the main carriage stage. As of SAP TM 9.0, the system supports the direct shipment process. For example, the following features are offered: - You can assign the AWB type Direct Shipment to a forwarding order. On a special user interface, you can enter all relevant data for the forwarding order and the related freight booking. Note, however, that if you want to enter or edit the forwarding order and freight booking data for the direct shipment process separately, you can also access the normal forwarding order and freight booking UIs from this new Direct Shipment UI. - You can predefine required settings, such as the AWB type Direct Shipment and the transportation mode Air, in Customizing for the forwarding order type and freight booking type. The system then creates the forwarding order and assigns the freight booking to the main carriage stage according to these settings. On the Direct Shipment UI you can complete the required data and perform follow-up activities, such as calculating the forwarding charges and freight charges. Finally, you can create an AWB (=MAWB) on the basis of the data of the freight booking. - The relationship between the forwarding order and the freight booking is restricted to a one-to-one relationship. If you have marked the forwarding order as a direct-shipment-specific forwarding order by assigning the AWB type Direct Shipment to it, you cannot assign another forwarding order to the freight booking. - If you cancel a forwarding order with the AWB type Direct Shipment, the assigned freight booking is also canceled automatically. - You can search for forwarding orders with the AWB type Direct Shipment in the personal worklist for forwarding orders. SAP AG 16

22 Internal Co-Load In an internal co-load process, you can offer freight capacity that you have already booked to another organizational unit within your company. As of SAP TM 9.0, the system supports the internal co-load process. For example, you can calculate internal transportation charges and settle these charges internally with the co-loading organizational unit of your company. See also To specify the consolidation process to be supported by the system, you define the AWB type for the forwarding order type in Customizing for Transportation Management under Forwarding Order Management -> Forwarding Order -> Define Forwarding Order Types. If you define the AWB type in Customizing, it is copied to a forwarding order created using the corresponding forwarding order type. In this case, you cannot change the AWB type directly on the forwarding order UI. If you do not define the AWB type in Customizing, you can enter and change it on the forwarding order UI. Direct Shipment You must define in Customizing that the forwarding order contains a main carriage stage. You can do this in one of the following Customizing activities. Afterwards, you define in Customizing for the forwarding order type how the stages are determined (Stage Determination field): - Transportation Management -> Forwarding Order Management -> Define Stage Type Sequence for Movement Types - Transportation Management -> Forwarding Order Management -> Define Stage Profiles In addition, you must define in Customizing for the freight booking type, in the area of Service Definition, that no consolidation takes place at the source and destination location. For more information, see Customizing for Transportation Management under Freight Order Management -> Freight Booking -> Define Freight Booking Types. In the Customizing activity Define Default Freight Document Types for Stages you must define according to the settings mentioned above which freight booking type is automatically assigned to the corresponding forwarding order type of the category Direct Shipment. For more information, see Customizing for Transportation Management under Forwarding Order Management -> Forwarding Order -> Define Default Freight Document Types for Stages. For more information, see SAP Library for SAP Transportation Management under Forwarding SAP AG 17

23 Order Management -> Air Freight-Specific Consolidation Processes General Enhancements of Forwarding Order Management (Enhanced) As of SAP TM 9.0, the following general enhancements have been made to Forwarding Order Management. Fast Order Entry On the forwarding order UI, you can now switch between the normal view and a fast order entry view. On the fast order entry UI, all input fields that are required to complete a forwarding order are available on one screen (without tab pages). Moreover, you can enter the values more quickly by using the keyboard (except for the item table). Like the normal view of the forwarding order, the fast order entry view is adjusted to the corresponding process. The layout of the screens differs between an air-specific layout on one hand and an ocean-specific and land-specific layout on the other hand. Internal Charge Calculation and Internal Settlement You can enable the new internal charge calculation and internal settlement functions for Forwarding Order Management. If you activate these functions in Customizing, you can, for example, calculate internal charges for a forwarding order either manually from the forwarding order user interface or automatically. Furthermore, you can create an internal settlement document for a forwarding order. In addition, you can now enable or disable charge calculation in Customizing. For more information, see the release notes for Charge Calculation and Internal Settlement. Charge Estimation In Forwarding Order Management, you can now estimate forwarding charges based on minimum input. A new option has been added to the menu in SAP NetWeaver Business Client. You can estimate charges for the entire journey (header-level calculation) or individual stages (stage-level calculation). You can also estimate charges for business partners that are known or unknown. The system calculates the charges and displays the results. However, it does not save the results. Prepayment You can prevent forwarding orders from entering your planning and execution process until you have received payment from a business partner. For more information, see the release note for Prepayment of Forwarding Orders. SAP AG 18

24 Profitability Analysis You can view a profitability analysis in the forwarding order on a dedicated tab page. The system takes into account all costs and revenues associated with executing a forwarding order in the analysis. Sources of the costs and revenues are freight orders, freight bookings, and settlement documents. Furthermore, you can navigate to the individual business documents listed in an analysis hierarchy. For more information, see the release note for Profitability. Services and Instructions In SAP TM 9.0, you can define services in a service product catalog and include the service products in forwarding agreements. The service items from a forwarding agreement are then available in a forwarding order that is created on the basis of the forwarding agreement. If you have configured the corresponding settings in the Customizing activity for item types (see below), you can include service items in your forwarding order items. Note that service items are currently used only for charge calculation. They are not transferred to subsequent business documents or used for planning purposes. You can also define instructions and instruction sets in Customizing and assign them to stage types, forwarding order types, and forwarding order item types. When you create a forwarding order and assign the stage type or forwarding order type, the system automatically assigns the corresponding instruction set. A new Instructions tab page is available in the forwarding order, on which the system displays the instructions that you have specified in Customizing. You can also create, change, or delete instructions. For more information, see the release notes for Service Products and Instructions. Creation of Forwarding Orders and Forwarding Quotations Based On Forwarding Agreements You can create forwarding orders and forwarding quotations from a forwarding agreement or with reference to a forwarding agreement or forwarding agreement item. The system then transfers the service items of the forwarding agreement to the forwarding order or forwarding quotation. Additional information from the forwarding agreement such as the transportation mode, shipping type, and sales organization is also transferred to the forwarding order or quotation. For more information, see the release note for Service Products. Stage Profile and Determination Rule for Non-Planning-Relevant Stages In Customizing, you can define a stage profile, which specifies the stage types that are to be created for freight units in a forwarding order (FWO) or a forwarding quotation (FWQ), the sequence of the stage types, and certain properties of the stages. These settings are similar to those in the Customizing activity Define Stage Type Sequence for Movement Types. However, the new profile allows you to configure the settings regardless of the movement type. This is required, for example, for import or export processes. Furthermore, by using a condition, you SAP AG 19

25 can define these settings for a flexible combination of movement type, transportation mode, and traffic direction. In Customizing for the forwarding order type or forwarding quotation type, you can specify whether the system determines the stage-relevant settings from the Customizing activity Define Stage Type Sequence for Movement Types or from the stage profile. The first option is set by default, which means that no further action is required after an upgrade. Moreover, in both Customizing activities you can now define a rule that the system applies to determine whether a stage is relevant for planning. For more information, see the release note for Stage Type Determination. Waybill and Bill of Lading Numbers In your master data, you can assign number ranges for house air waybills (HAWBs) and bills of lading (HBLs) to sales organizations and ordering parties. On the forwarding order UI, you can manually assign these HAWB and HBL numbers to a forwarding order or draw a number from the number range. On the HBL or HAWB tab page of a forwarding order, you can display HAWB or HBL data, assign waybill numbers to freight units, or reverse such assignments. For more information, see the release note for Waybill Stock. HBL or HAWB Finalized Status On the forwarding order UI, a new status is displayed that indicates whether the forwarding order and the corresponding HBL or HAWB have been completed by the customer service agent and are ready for subsequent processes. The status can be set manually for the forwarding order. It supports, for example, communication between the customer service agent and the capacity manager at the gateway in a process of organization interaction. For more information, see the release note for Organization Interaction. Business Partner Determination As of SAP TM 9.0, the system can automatically determine business partners for party roles. You can enable this function for forwarding orders and forwarding quotations by assigning a partner determination profile to the forwarding order type or forwarding quotation type in Customizing. For more information, see the release note for Business Partner Determination. Default Values for Locations and Business Partners You can now define in Customizing for the movement type whether the system automatically sets default values for locations and business partners in a forwarding order or forwarding quotation. You can specify that the system automatically sets the location of the shipper that you have entered as a business partner in a forwarding order or forwarding quotation as a default value for the source locations of a forwarding order or forwarding quotation. Accordingly, if you SAP AG 20

26 enter a source location, the business partner that is assigned to this location in the master data is set by the system as a default value for the shipper and the ordering party. The same applies to the consignee and the destination locations in a forwarding order or forwarding quotation. If you have not defined a movement type, or if you have not made these settings in Customizing, the system does not set any default values for the source or destination locations. L/C-Compliant Addresses You can use additional texts to define formatted printing addresses for business partners and edit them so that they are letter of credit-compliant. For more information, see the release note for Text Types for Business Partner. Delivery Status A new status at header level of a forwarding order is available. The Delivery Status displays whether the freight units that are assigned to the forwarding orders have actually been delivered. The status value Delivered is only displayed if all freight units of the forwarding order have been delivered. Otherwise, the status values are Partially Delivered or Not Delivered. Furthermore, the actual delivery date of the freight unit is displayed for an item. If an item is assigned to several freight units, the latest date is displayed (which is closest to the current date). Transportation Service Levels The system can restrict the transportation service levels available in forwarding orders to those with the same transportation mode as the forwarding orders and to those with no specified transportation mode. You define transportation service levels based on the transportation modes in Customizing. If you do not configure these Customizing settings, the entry of transportation service levels on the forwarding order UI is not restricted. Dangerous Goods Document-based dangerous goods records can now be created automatically when SAP TM creates a forwarding order based on data sent by a business partner (for example, an ordering party). In the forwarding order overview, you can also define a query that selects forwarding orders according to dangerous goods data. For more information, see the release note for Dangerous Goods. Trade Compliance Check As of SAP TM 9.0, you can check whether your forwarding order or forwarding quotation complies with international trade regulations by performing a trade compliance check in the SAP Global Trade Services application. If you have activated the check in Customizing, it is performed automatically when you save a forwarding order or forwarding quotation. For more information, see the release note for Trade Compliance Check. SAP AG 21

27 Effects on Existing Data When you upgrade to SAP TM 9.0, the system automatically uses the XPRA for migrating service levels from SCM Basis to TM (/SCMTMS/XPRA_110_SLC) report to copy all entries in SAP SCM Basis (table /SCMB/C_SLC) to the new table for service levels in SAP TM (/SCMTMS/C_SLC_S). This XPRA report also copies the text table entries. The new Enable Charge Calculation checkbox in the Customizing activity Define Forwarding Order Types (see below) is deselected by default. Therefore, any existing forwarding order types cease to be included in charge calculation when you upgrade to SAP TM 9.0. To avoid this, XPRA /SCMTMS/XPRA_110_TRQ_CHRG_REL changes existing entries in the Customizing activity and in existing forwarding orders as follows: - For all existing forwarding order types, the new checkbox is selected. - For all existing forwarding orders, charge calculation is enabled. For optimization reasons, the new technical field Transportation Mode Category has been added to Customizing for forwarding order types. You cannot change this field in Customizing; it is filled automatically. You can enable the charge calculation and settlement functions as well as the trade compliance check and the business partner determination in the following Customizing activities in Customizing for Transportation Management: - Define Forwarding Order Types - Define Forwarding Quotation Types (only trade compliance check) You can define an item type for services in Customizing for Transportation Management under Forwarding Order Management -> Define Item Types for Forwarding Order Management. You can assign the item type for services to the relevant forwarding order type in Customizing for Transportation Management under Forwarding Order Management -> Forwarding Order ->Assign Item Types to Forwarding Order Types. You can define transportation service levels based on the transportation mode in Customizing for Transportation Management under Forwarding Order Management -> Define Transportation Service Level Codes. You can define a stage profile in Customizing for Transportation Management under Forwarding Order Management -> General Settings for Forwarding Order Management -> Define Stage Profiles. You can define the determination rule for non-planning-relevant stages in Customizing for Transportation Management under Forwarding Order Management -> General Settings for Forwarding Order Management -> Define Stage Type Sequence for Movement Types or Define Stage Profiles. You can specify that the system automatically sets default values for locations and business SAP AG 22

28 partners in Customizing for Transportation Management under Forwarding Order Management -> Define Movement Types Creation of Forwarding Order and Quotation Items in FWM (Enhanced) As of SAP TM 9.0, you can enter source and destination locations for individual items of a forwarding order or forwarding quotation. You can also assign business partners on item level. In addition, the system now calculates the volume of a package item automatically. Location and Business Partner Data on Item and Sub-Item Level Several items and sub-items in a forwarding order or forwarding quotation can now have different source and destination locations, as well as different shippers and consignees. You can, therefore, pick up goods in a forwarding order from different locations or shippers, and transport them together as part of a main carriage stage. Likewise, you can deliver the goods that you have transported together as part of a main carriage stage to different locations or consignees. New Tab Pages The new tab pages Locations and Dates/Times and Business Partner are available in the item details, where you can enter the locations, dates, and times for individual items as well as the business partners. You can also enter one-time locations and a one-time address for business partners. Automatic Volume Calculation and Summation If you enter the length, height, and width for a package item of a forwarding order or forwarding quotation, the system now calculates the volume automatically. If you activate the volume summation function in Customizing, the system sums up the gross volume of all sub-items automatically and displays the result for the item in read-only mode. Then, you can edit the gross volume field only if no sub-items exist for this item or if you did not enter any gross volume data for any of the sub-items. If you want to prevent users from entering different locations and business partners on the item SAP AG 23