Solution Manager Content for Dock Appointment Scheduling

Transcription

1 Solution Manager Content for Dock Appointment Scheduling PUBLIC Document Version: 2013_SP39 November 8, 2013 Solution Manager Content for Dock Appointment Scheduling 2013_SP39 1

2 Copyright Copyright 2013 SAP AG. All rights reserved. SAP Library document classification: PUBLIC No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP AG and its affiliated companies ( SAP Group ) for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Please see for additional trademark information and notices. Solution Manager Content for Dock Appointment Scheduling 2013_SP39 2

3 Icons in Body Text Icon Meaning Caution Example Note Recommendation Syntax Additional icons are used in SAP Library documentation to help you identify different types of information at a glance. For more information, see Help on Help General Information Classes and Information Classes for Business Information Warehouse on the first page of any version of SAP Library. Typographic Conventions Type Style Example text Example text EXAMPLE TEXT Example text Example text <Example text> EXAMPLE TEXT Description Words or characters quoted from the screen. These include field names, screen titles, pushbuttons labels, menu names, menu paths, and menu options. Cross-references to other documentation. Emphasized words or phrases in body text, graphic titles, and table titles. Technical names of system objects. These include report names, program names, transaction codes, table names, and key concepts of a programming language when they are surrounded by body text, for example, SELECT and INCLUDE. Output on the screen. This includes file and directory names and their paths, messages, names of variables and parameters, source text, and names of installation, upgrade and database tools. Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. Variable user entry. Angle brackets indicate that you replace these words and characters with appropriate entries to make entries in the system. Keys on the keyboard, for example, F2 or ENTER. Solution Manager Content for Dock Appointment Scheduling 2013_SP39 3

4 Table of Contents Solution Manager Content for Dock Appointment Scheduling Dock Appointment Scheduling Configuring Standalone Dock Appointment Scheduling Solution Manager Content for Processing Dock Appointment Scheduling Processing Dock Appointment Scheduling Configuration of Processing Dock Appointment 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 Appointment Duration Configuring Integration to Other Systems Configuring Time Slots of a Loading Point Configuring a Business Partner as a Carrier Configuring an Appointment Planner for Carrier Test Case for Processing Dock Appointment Scheduling Solution Manager Content for Dock Appointment Scheduling 2013_SP39 4

5 Solution Manager Content for Dock Appointment Scheduling Solution Manager Content for Dock Appointment Scheduling 2013_SP39 5

6 Dock Appointment Scheduling You can use this business scenario to plan and proceed with appointments for trucks or other transportation units to arrive at the warehouse for loading or unloading. It also allows carriers chosen by the warehouse to plan their own appointments directly in the warehouse s system. The business scenario allows you to optimize the capacity utilization of your docks, and provides work leveling. It allows you to alter appointments easily in reaction to changes in circumstances. This helps to prevent bottlenecks at the warehouse. The business scenario also helps the carriers to plan their transport more efficiently as they can reduce the amount of time trucks have to wait at warehouses. Prerequisites You can implement this business scenario with different releases of the relevant application components. For more information, see: Administrator s Guide for Dock Appointment Scheduling on SAP Service Marketplace at Scenario & Process Component List on SAP Service Marketplace at Process The business processes run as follows: 1. Processing Dock Appointment Scheduling [Page 12] You can only use this process if you have activated the EWM, Essential Foundation Functions (SCM_EWM_FND) business function. Solution Manager Content for Dock Appointment Scheduling 2013_SP39 6

7 Configuring Standalone Dock Appointment Scheduling You can find the application help for SAP Dock Appointment Scheduling on SAP Help Portal at SAP EWM 9.1 Application Help <choose your language> SAP Extended Warehouse Management (SAP EWM) SAP Dock Appointment Scheduling. Prerequisites You have purchased a license for SAP Dock Appointment Scheduling. You have installed SAP Extended Warehouse Management 9.1 (SAP EWM). You have activated the Business Function EWM, Essential Foundation Functions (SCM_EWM_FND) using transaction SFW5. The operating system on the local computer is compatible with Microsoft Silverlight. You have created users for SAP Dock Appointment Scheduling roles. You must create your own roles for this. You can do this by creating roles that are based on the SAP template roles for SAP Dock Appointment Scheduling. For more information about User Management and Authorization, see the SAP Extended Warehouse Management Security Guide at SAP Business Suite Applications SAP SCM SAP Extended Warehouse Management. For Dock Appointment Scheduling, you need roles for Administrator for Dock Appointment Scheduling (SAP template role /SCWM/DAS_ADMINISTRATOR) and Specialist for Dock Appointment Scheduling (SAP template role /SCWM/DAS_SPECIALIST). If you want to use a checkpoint clerk, you need the role Checkpoint Clerk for Dock Appointment Scheduling (SAP template role /SCWM/DAS_CP_CLERK). If you want to use SAP Dock Appointment Scheduling with external users, you need a fourth role for the role Appointment Planner for Carrier in Dock Appointment Scheduling (SAP template role /SCWM/DAS_EXT_CARR_PLANNER). o Adjust your own roles based on your requirements. You can define which loading points a role can access or enter further authorization criteria required for the role. o Create user accounts and assign the roles to these accounts based on which roles the specific users should have. You have configured the logical systems in SAP EWM, using an SAP EWM customizing client that cross-client settings, as follows: 1. You have defined a logical system for each SAP EWM client, for example, EWMCLNT001, in Customizing for SCM Basis under Integration Basic Settings for Creating the System Landscape Name Logical Systems. 2. You have assigned the SAP EWM logical system to an SAP EWM client, for example, client 001, in Customizing for SCM Basis under Integration Basic Settings for Creating the System Landscape Assign Logical Systems to a Client. You have configured the client settings in the SAP EWM client, as follows: Solution Manager Content for Dock Appointment Scheduling 2013_SP39 7

8 1. You have defined a business system group for your SAP EWM client, for example, EWM001, in Customizing for SCM Basis under Integration Basic Settings for Creating the System Landscape Maintain Business System Group. 2. You have assigned the SAP EWM business system group to your SAP EWM logical system, for example, EWMCLNT001, in Customizing for SCM Basis under Integration Basic Settings for Creating the System Landscape Assign Logical System and Queue Type. For more information, see Configuring Logical Systems in EWM [External]. You have created the number range for the relationship between carrier and appointment planner for carrier in Customizing for Cross-Application Components under SAP Business Partner Business Partner Relationships Basic Settings Define Number Ranges. You have administrator rights on the local computer. Process Standalone Dock Appointment Scheduling with Internal Users Only 1. Install SAP NetWeaver Business Client, version 3.5, PL5 or higher. You must install SAP NetWeaver Business Client in desktop mode, including SAPGUI Front End installation, on a local computer. For more information about downloading, installing, and configuring SAP NetWeaver Business Client, see SAP Note We recommend that you install the latest version of SAP NetWeaver Business Client. See also the SAP Library for SAP NetWeaver on SAP Help Portal at In SAP Library, choose Administration Information Technical Operations for SAP NetWeaver Technical Operations for SAP NetWeaver Business Client. 2. Install the Microsoft Silverlight Plug-In on a local computer. Note that the default browser on this computer must be a browser for which the Microsoft Silverlight Plug-In is available. You must have administrator rights to install the plug-in. 3. Assign the SAP Dock Appointment Scheduling roles you have created, for example by copying the delivered SAP template roles, to the internal users using transaction PFCG. For more information, see the SAP Dock Appointment Scheduling roles documentation in the SAP Extended Warehouse Management documentation under Roles for Extended Warehouse Management Roles for Dock Appointment Scheduling. 4. Set up the number range for the appointment number in Customizing for Extended Warehouse Management, under Dock Appointment Scheduling Define Number Range Intervals for Appointment Numbers. 5. Navigate to the Simple Setup of Standalone Dock Appointment Scheduling screen, in the Dock Appointment Scheduling menu under Settings Simple Setup Simple Setup of Standalone Dock Appointment Scheduling. Create docking locations, loading points, and time slots by choosing the following: o Create Docking Location o Create Loading Point Solution Manager Content for Dock Appointment Scheduling 2013_SP39 8

9 o Create Time Slots in Graphical View For more information, see Configuration of Processing Dock Appointment Scheduling [Page 17]. 6. Define business partners with the role carrier for each carrier that uses the warehouse. On the Simple Setup of Standalone Dock Appointment Scheduling screen, choose Create Business Partners as Carriers. For more information, see Configuration of Processing Dock Appointment Scheduling [Page 17]. Standalone Dock Appointment Scheduling with External Users In addition to running SAP Dock Appointment Scheduling with internal users, you can allow external users access to the Dock Appointment Scheduling system. We strongly recommend that you read the Security Guide for Extended Warehouse Management, especially those chapters that cover system landscape setup for providing external system access See SAP Service Marketplace at SAP Business Suite Applications SAP SCM SAP Extended Warehouse Management. Set up the access for external user as follows: 1. Navigate to the Simple Setup of Standalone Dock Appointment Scheduling screen. 2. To define the appointment planners for the carriers, choose Create Appointment Planners for Carriers. Each appointment planner needs a separate user in the system. Appointment planners for carriers can access the system from outside the company to create and maintain appointments for their carriers only. For more information, see Configuration of Processing Dock Appointment Scheduling [Page 17]. More Information Loading Business Partner Data for Carriers from SAP ERP If you are running SAP Dock Appointment Scheduling on SAP ERP and you have maintained business partners in SAP ERP, you can load the business partner data of your carriers from SAP ERP in one of the following ways: If you have created vendors in SAP ERP which you want to distribute to SAP Dock Appointment Scheduling, you can use the Core Interface to transfer vendors and to create carrier business partners from them. For more information, see Creating Vendors, Customers, and Carriers [External]. If you have maintained business partners with a role type for carrier and want to distribute them from SAP ERP to SAP Dock Appointment Scheduling, you can use Solution Manager Content for Dock Appointment Scheduling 2013_SP39 9

10 the standard distribution mechanism for the business partners. Load the business partner data of your carriers from SAP ERP using ALE/IDOC as follows: 1. Use an ALE distribution model and partner settings where the required messages types, for example, BUPA_INBOUND_MAIN_SAVE_M, are maintained in the source system (SAP ERP) and the target system (SAP Dock Appointment Scheduling). We recommend that you become familiar with ALE/IDOCs, as further settings, such as RFC destinations, ports, and partner profiles, may apply. 2. Choose type of distribution you want, as follows: If you want to distribute the data permanently, make the necessary settings in Customizing for Business Partner under Data Distribution Activate Function Modules. If you want to distribute the data once only or as an initial distribution, use a report, such as report BUPA_SEND. For more information, see the SAP ERP documentation under SAP ERP Cross Application Functions Cross Application Components SAP Business Partner Functions Distribution of Business Partner Data. Solution Manager Content for Dock Appointment Scheduling 2013_SP39 10

11 Solution Manager Content for Processing Dock Appointment Scheduling Solution Manager Content for Dock Appointment Scheduling 2013_SP39 11

12 Processing Dock Appointment 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 Appointment Scheduling. When the truck arrives at the warehouse, you check if an appointment exists for the truck. Then you track the assignment of the truck to a dock of the loading point. After unloading, the truck leaves the dock and the warehouse. Finally you can analyze the punctuality of your carriers. SAP Dock Appointment 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: Solution Manager Content for Dock Appointment Scheduling 2013_SP39 12

13 Processing Dock Appointment Scheduling Physical Activity System Activity Step 1 Book a loading appointment (appointment planner for carrier) The appointment planner for carrier books an appointment in SAP Dock Appointment Scheduling by web access. Step 2 Check planned appointments The warehouse clerk checks the planning situation one day before. He or she negotiates any necessary changes with the carrier. Step 3 A truck arrives at the checkpoint and drives to the dock A truck arrives. The truck driver informs the checkpoint clerk of the appointment number. The checkpoint clerk informs the truck driver of the dock. The truck drives to the dock. The checkpoint clerk selects the appointment in SAP Dock Appointment Scheduling and sets the status to Arrived at Checkpoint. Step 4 The truck arrives at the dock The truck arrives at the dock. The warehouse clerk sets the status to Arrived at Dock. Step 5 Unload the truck and check the goods A warehouse worker unloads the truck. A warehouse clerk checks the goods against the delivery note. Step 6 The truck leaves the dock Step 7 The truck leaves the warehouse The truck leaves the dock. The truck drives to the checkpoint. The truck arrives at the checkpoint. The truck leaves the warehouse. The warehouse clerk sets the status to Departed from Dock. The checkpoint clerk sets the status to Departed from Checkpoint. Step 8 Analyze loading appointments A warehouse clerk selects all appointments of the last week or month and analyzes them. When a carrier receives the information about a delivery and its delivery date, the appointment planner for carrier logs on to SAP Dock Appointment 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. Solution Manager Content for Dock Appointment Scheduling 2013_SP39 13

14 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 Appointment Scheduling, using the appointment number, and sets the status to Arrived at Checkpoint. The checkpoint clerk directs the driver to the dock of the loading point to unload the goods. The truck driver drives to the dock. A warehouse clerk sets the status to Arrived at Dock. A warehouse worker unloads the truck. The truck leaves the dock. A warehouse clerk sets the status to Departed from Dock. The truck drives to the checkpoint. The checkpoint clerk searches for the appointment in SAP Dock Appointment Scheduling, using the appointment number, and sets the status to Departed from Checkpoint. 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 Appointments screen. There the warehouse clerk analyzes the waiting and processing times, and the differences between the planned times and the actual times. The warehouse clerk determines how many trucks arrived on time, and if processing times correspond with the planned times. Prerequisites In Dock Appointment Scheduling, a docking location with at least one loading point exists. Time slots exist for the loading point. The integration between SAP Dock Appointment Scheduling and the SAP ERP system of the purchase order is configured. The configuration for the loading point determination and the appointment length determination has been done. An employee in the carrier s office has the role Appointment Planner for Carrier in Dock Appointment Scheduling (/SCWM/DAS_EXT_CARR_PLANNER) and an external user, and has access to SAP Dock Appointment Scheduling. For more information about the configuration prerequisites, see Configuration of Processing Dock Appointment Scheduling [Page 17]. Process The business process runs in Dock Appointment Scheduling as follows: 1. Book a loading appointment. 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 Appointment 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 Solution Manager Content for Dock Appointment Scheduling 2013_SP39 14

15 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: o 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. o 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. 2. Check planned appointments. Appointments 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 or enlarges the available workforce in the warehouse on the next day. 3. A truck arrives at the checkpoint and drives to the dock. 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 Appointment Scheduling using the appointment number, and confirms the arrival at checkpoint. The checkpoint clerk directs the driver to the dock of the loading point to unload the goods. 4. The truck arrives at the dock. The truck arrives at the dock for unloading. The warehouse clerk confirms the arrival at dock in SAP Dock Appointment Scheduling. 5. Unload the truck and check the goods. A warehouse worker unloads the truck. A warehouse clerk checks the package information against the delivery note. This step is not carried out in the system. 6. The truck leaves the dock. A warehouse clerk confirms the departure from the dock in SAP Dock Appointment Scheduling. 7. The truck leaves the warehouse. A checkpoint clerk confirms the departure of the truck by setting the status of the appointment to Departed from Checkpoint in SAP Dock Appointment Scheduling. 8. Analyze loading appointments. 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 Appointments screen. There the warehouse clerk analyzes the waiting and processing times and the differences between the planned times and the actual times. The warehouse clerk determines how many trucks arrived on time and if processing times correspond with the planned times. Solution Manager Content for Dock Appointment Scheduling 2013_SP39 15

16 Process Monitoring In this business process, you can use the following monitoring functions: Process Step All All All Objects to Be Monitored Planned and processed appointments Planned and processed appointments Planned and processed appointments Activities 1. In the Dock Appointment Scheduling menu, choose Appointment Management Processing Process Appointments. 2. Create a query with a date and a loading point. 1. In the Dock Appointment Scheduling menu, choose Appointment Management Processing Monitor Appointments. 2. Select a date and a loading point. 1. In the Dock Appointment Scheduling menu, choose Appointment Management Reporting Analyze Appointments. 2. Select a date and a loading point. 8 Planned and processed appointments 1. In the Dock Appointment Scheduling menu, choose Appointment Management Reporting Analyze Appointments. 2. Select a date range and a loading point. More Information For more information about the functions used in this business process, see SAP Library for SAP Extended Warehouse Management on SAP Help Portal at Solution Manager Content for Dock Appointment Scheduling 2013_SP39 16

17 Configuration of Processing Dock Appointment Scheduling You use this process to configure the business process Processing Dock Appointment Scheduling in the SAP Supply Chain Management (SAP SCM) application. This business process sets up SAP Dock Appointment Scheduling to run without integration to SAP Extended Warehouse Management (SAP EWM). To configure the processes in your SAP SCM system, implement all configuration steps. All configuration steps require activities in SAP SCM. Prerequisites You have configured the business partner management in SAP SCM. You have configured the purchase order creation in SAP ERP. For more information, see Configuration of Warehouse Management with Preconfigured Processes [External]. Process 1. Configuring a Docking Location [Page 19] 2. Configuring a Loading Point [Page 20] 3. Configuring a Product Group for the Products [Page 21] 4. Configuring Determination of Properties [Page 23] (Optional) 5. Configuring Determination of a Loading Point [Page 24] 6. Configuring Determination of Number of Packages [Page 25] (Optional) 7. Configuring Determination of Appointment Duration [Page 26] 8. Configuring Integration to Other Systems [Page 27] 9. Configuring Time Slots of a Loading Point [Page 28] 10. Configuring a Business Partner as a Carrier [Page 29] 11. Configuring an Appointment Planner for Carrier [Page 30] Result You have configured the process Processing Dock Appointment Scheduling. In SAP SCM, you can run the business processes as described in the Test Case for Processing Dock Appointment Scheduling [Page 31]. Example You configure this business process using the following data: Product Description PROD-M01 Medium Part 01 PROD-M02 Medium Part 02 PROD-M03 Medium Part 03 Docking Location DOCK_I_100 Description Inbound Unloading Solution Manager Content for Dock Appointment Scheduling 2013_SP39 17

18 Loading Point LOAD_I_100 Carrier CARRDAS1 Description Inbound Unloading Description Carrier CARR001 Solution Manager Content for Dock Appointment Scheduling 2013_SP39 18

19 Configuring a Docking Location You use this procedure to configure the creation of a docking location in SAP Dock Appointment Scheduling. Prerequisites You have created a number range for loading appointments. In Customizing for Extended Warehouse Management, under Dock Appointment Scheduling Define Number Range Intervals for Appointment 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 Appointment Scheduling. 2. In the Dock Appointment Scheduling menu, choose Settings Simple Setup. 3. Choose Simple Setup of Standalone Dock Appointment Scheduling. 4. Choose Create Docking Location. 5. Create a docking location with the following data: Docking Location DOCK_I_100 Docking Location Description Inbound Unloading Slot Duration 15 Minutes SAP EWM Integration No Integration Calendar ID Number Range Number Restricted Planning Period None 01 Determine Restricted Planning Period in Days; Days Before Appointment: 2, Restricted Planning Period Begins: 16:00 6. Important settings: o Time Zone Select a valid time zone, for example, CET. o Country Select a valid country, for example, DE. o Address Data When you create the loading point, the system creates a supply chain unit with the same name as the loading point in parallel, using the address data of the loading point. We recommend that you use accurate address data that fits to the selected country for the loading point. Solution Manager Content for Dock Appointment Scheduling 2013_SP39 19

20 Configuring a Loading Point You use this procedure to configure the creation of a loading point in SAP Dock Appointment Scheduling. Procedure 1. Log on to SAP NetWeaver Business Client as Administrator for Dock Appointment Scheduling. 2. In the Dock Appointment Scheduling menu, choose Settings Simple Setup. 3. Choose Simple Setup of Standalone Dock Appointment Scheduling. 4. Choose Create Loading Point. 5. Create a loading point with the following data: Loading Point LOAD_I_100 Loading Point Description Inbound Unloading Docking Location DOCK_I_100 Variable Appointment Duration Allowed X 6. The system determines the following settings from the docking location: o Slot Duration o SAP EWM Integration o Time Zone o Calendar ID o Country o Arrival Lead Time o Restricted Planning Period o Number Range Number o Address Data Solution Manager Content for Dock Appointment Scheduling 2013_SP39 20

21 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 Appointment Scheduling BAdI: Property for Loading Appointments, activate the example implementation Example: Use MDL Product Group as Property for Loading Appointments. 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 Appointment Scheduling with the following data: Product Group Type DS Description Number Transport Lane Relevant Dock Appointment Scheduling Quota Arrangement Relevant External Material Group None None None None 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 Appointment Scheduling with the following data: Product Group Type DS Procedure Product Group DAS_PG1 You perform this procedure for each of these products: PROD-M01 PROD-M02 PROD-M03 1. In the SAP Easy Access screen for Extended Warehouse Management, choose Master Data Product Maintain Product. 2. In the Product field, enter your product. Solution Manager Content for Dock Appointment Scheduling 2013_SP39 21

22 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 Solution Manager Content for Dock Appointment Scheduling 2013_SP39 22

23 Configuring Determination of Properties You use this procedure to configure the determination of the properties for the loading appointment in SAP Dock Appointment Scheduling. You can also enter properties manually in the loading appointment. Procedure 1. In Customizing for Extended Warehouse Management, choose Business Add-Ins (BAdIs) for Extended Warehouse Management Dock Appointment Scheduling BAdI: Determination of Property. 2. Activate the example implementation Example: Determination of MDL Product Group from Purchase Order. Solution Manager Content for Dock Appointment Scheduling 2013_SP39 23

24 Configuring Determination of a Loading Point You use this procedure to configure the determination of a loading point in SAP Dock Appointment 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 Appointment Scheduling. 2. In the Dock Appointment Scheduling menu, choose Settings Determine Loading Point. 3. Create an entry with the following data: Docking Location Direction Property Loading Point DOCK_I_100 Inbound DAS_PG1 LOAD_I_100 Solution Manager Content for Dock Appointment Scheduling 2013_SP39 24

25 Configuring Determination of Number of Packages You use this procedure to configure the determination of the number of packages in SAP Dock Appointment Scheduling. You can also enter the number of packages manually in the loading appointment. Procedure 1. In Customizing for Extended Warehouse Management, under Business Add-Ins (BAdIs) for Extended Warehouse Management Dock Appointment 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). 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. Solution Manager Content for Dock Appointment Scheduling 2013_SP39 25

26 Configuring Determination of Appointment Duration You use this procedure to configure the determination of appointment duration in SAP Dock Appointment Scheduling. Procedure 1. Log on to SAP NetWeaver Business Client as Administrator for Dock Appointment Scheduling. 2. In the Dock Appointment Scheduling menu, choose Settings Configure Appointment Duration Determination. 3. Create an entry with the following data: Loading Point Duration at Dock Offset (mm:ss) Duration per Package (mm:ss) LOAD_I_100 15:00 03:00 Solution Manager Content for Dock Appointment Scheduling 2013_SP39 26

27 Configuring Integration to Other Systems You use this procedure to configure the integration settings from for loading appointments when SAP Dock Appointment Scheduling is connected 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 ERP system of the purchase order referenced in the loading appointment. Procedure 1. Log on to SAP NetWeaver Business Client as Administrator for Dock Appointment Scheduling. 2. In the Dock Appointment Scheduling menu, choose Settings Interfaces Integration Settings for Dock Appointment Scheduling. 3. Create an entry with the following data: Docking Location Business System for ERP Inbound Appointment Integration Inbound Appointment Integration DOCK_I_100 ERPCLNT001 None None None Appointment Integration (No Direction) Solution Manager Content for Dock Appointment Scheduling 2013_SP39 27

28 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, as follows: 1. Log on to SAP NetWeaver Business Client as Administrator for Dock Appointment Scheduling. 2. In the Dock Appointment Scheduling menu, choose Settings Simple Setup. 3. Choose Simple Setup of Standalone Dock Appointment Scheduling. 4. Choose Create Time Slots in Graphical View. 2. Select your loading point. Enter the necessary data, for example, the following: o Start Date: The date of next Monday o Start Time: 7:00 18:00 o Maximum Capacity: 10 o Days to Display: 5 o 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. o 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. o 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. o Choose the Copy Slot Capacity to Next Weeks button and enter the number of weeks to copy the capacity of the week, for example, 2. Solution Manager Content for Dock Appointment Scheduling 2013_SP39 28

29 Configuring a Business Partner as a Carrier You use this procedure to define a business partner as a carrier that you can book appointments for in SAP Dock Appointment Scheduling. Procedure Create a business partner with role Carrier, for example CARRDAS1, as follows: 1. Log on to SAP NetWeaver Business Client as Administrator for Dock Appointment Scheduling. 2. In the Dock Appointment Scheduling menu, choose Settings Simple Setup. 3. Choose Simple Setup of Standalone Dock Appointment Scheduling. 4. Choose Create Business Partners as Carriers. 5. Create a business partner organization with the following data: Business Partner Name CARRDAS1 DAS Carrier 1 6. In the Create in BP role field, assign the role Carrier to the business partner. 7. Enter the address and country. Solution Manager Content for Dock Appointment Scheduling 2013_SP39 29

30 Configuring an Appointment 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 Appointment Scheduling, using external web access. Prerequisites You have created a carrier. See Configuring a Business Partner as a Carrier [Page 29]. You have created a user for the carrier clerk with the role Appointment Planner for Carrier in Dock Appointment Scheduling (/SCWM/DAS_EXT_CARR_PLANNER), for example, user CAR_USE. Procedure Assign the user CAR_USE to a carrier, for example CARRDAS1 as follows: 1. Log on to SAP NetWeaver Business Client as Administrator for Dock Appointment Scheduling. 2. In the Dock Appointment Scheduling menu, choose Settings Simple Setup. 3. Choose Simple Setup of Standalone Dock Appointment Scheduling. 4. Choose Create Appointment Planners for Carriers. 5. Select a carrier, for example CARRDAS1. Assign user CAR_USE as appointment planner for carrier to carrier CARRDAS1. Solution Manager Content for Dock Appointment Scheduling 2013_SP39 30

31 Test Case for Processing Dock Appointment Scheduling You can use this test case to run the process Processing Dock Appointment Scheduling [Page 12]. Note that SAP Dock Appointment Scheduling runs in SAP NetWeaver Business Client (NWBC) only. Prerequisites This test case requires the following roles: o Warehouse clerk with the role Specialist for Dock Appointment Scheduling (/SCWM/DAS_SPECIALIST) o Checkpoint clerk with the role Checkpoint Clerk for Dock Appointment Scheduling (/SCWM/DAS_CP_CLERK) o External user with the role Appointment Planner for Carrier in Dock Appointment Scheduling (/SCWM/DAS_EXT_CARR_PLANNER) o Goods Receipt (GR) office clerk with the role EWM: Warehouse Specialist for Goods Receipt (/SCWM/INBD_SPECIALIST) You have created the loading point LOAD_I_100, with time slots and available capacity for the next day. For more information, see Configuration of Processing Dock Appointment Scheduling [Page 17]. You have activated the following Business Add-Ins (BAdIs): o Determination of Number of Packages o Determination of Properties For more information, see Configuration of Processing Dock Appointment Scheduling [Page 17]. You have created appointments in the time slots for at least today and tomorrow, so that only a small amount of capacity is available for the planned execution times (current time). For the current date and time, set the status of some of the appointments to Arrived at Checkpoint. Features This test case uses the following transactions that you can find on the SAP Easy Access screen for Logistics: Materials Management Purchasing Purchase Order Create Vendor/Supplying Plant Known (transaction ME21N) This test case uses the following screens, which you can find in the NWBC in the Dock Appointment Scheduling menu: Master Data Maintain Loading Point In loading point LOAD_I_100, check that the SAP EWM integration is not active. Solution Manager Content for Dock Appointment Scheduling 2013_SP39 31

32 Appointment Management Planning Create Appointment - Textual Appointment Management Processing Monitor Appointments Appointment Management Processing Process Appointments Appointment Management Reporting Analyze Appointments Activities Step Preparation step Step Description Create Purchase Order (SAP ERP) Step Processor None Input Data 1. In SAP ERP, enter transaction ME21N. 2. Enter the following data: o Vendor: For example, VEND002 o Purchasing Organization: 0001 o Purchasing Group: 001 o Material: For example, PROD-M01 o PO Quantity: 10 o Plant: PL01 o Storage Location: ROD 3. Save your entries. Expected Results POs, for example, , are created. 1 Book a loading appointment with reference document Purchase Order (PO). 1.1 Book a loading appointment with reference document PO. Appointment planner for carrier Appointment planner for carrier See the following substeps 1. Log on to NWBC as Appointment Planner for Carrier. 2. In the Dock Appointment Scheduling menu, choose Appointment Management Planning Create Appointment - Textual. 3. Enter the following data: o Docking Location: DOCK_I_100 o o o o Direction: Inbound 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 Not applicable 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. Solution Manager Content for Dock Appointment Scheduling 2013_SP39 32

33 appointment 4. Choose Enter. 1.2 Plan the appointment 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 the loading appointment. 4. Note the appointment number. A planned loading appointment is created. 2 Check planned appointments. This step usually takes place on the day before the delivery date. Warehouse clerk 1. Log on to NWBC as Specialist for Dock Appointment Scheduling. 2. In the Dock Appointment Scheduling menu, choose Appointment Management Processing Monitor Appointments. 3. Select loading point LOAD_I_100 and display the appointments for the delivery date. 4. Check that the number of planned appointments does not exceed the available capacity. None 3 A truck arrives at the checkpoint and drives to the dock. 3.1 A truck arrives at the checkpoint. The truck driver informs the checkpoint clerk of the appointment number. 3.2 Indicate that the truck has arrived at the checkpoint. Truck driver and Dock Appointment Scheduling checkpoint clerk Truck driver and Dock Appointment Scheduling checkpoint clerk Dock Appointment Scheduling checkpoint clerk See the following substeps. This step is carried out outside of the system. 1. Log on to NWBC as Checkpoint Clerk for Dock Appointment Scheduling. 2. In the Dock Appointment Scheduling menu, choose Appointment Management Processing Process Appointments. 3. Choose the Show Quick Criteria Maintenance button. 4. Enter the appointment number and loading point LOAD_I_100 and choose the Apply button. 5. Select your appointment. 6. Choose the Arrival at Not applicable Not applicable The appointment status is Arrived at Checkpoint. Solution Manager Content for Dock Appointment Scheduling 2013_SP39 33

34 Checkpoint button. 4 The truck arrives at the dock. Warehouse clerk 1. In the Dock Appointment Scheduling menu, choose Appointment Management Processing Process Appointments. 2. Choose the Show Quick Criteria Maintenance button. 3. Enter the appointment number and loading point LOAD_I_100 and choose the Apply button. 4. Select your appointment Choose the Arrived at Dock button. The appointment status is Arrived at Dock. 5 Unload the truck and check the goods. 6 The truck leaves the dock. Warehouse worker Warehouse clerk This step is carried out outside of the system. 1. In the Dock Appointment Scheduling menu, choose Appointment Management Processing Process Appointments. 2. Choose the Show Quick Criteria Maintenance button. 3. Enter the appointment number and loading point LOAD_I_100 and choose the Apply button. 4. Select your appointment. 5. Choose the Departed from Dock button. None The appointment status is Departed from Dock. 7 The truck leaves the warehouse. 7.1 Indicate that the truck has departed from the checkpoint. Truck driver and Dock Appointment Scheduling checkpoint clerk Dock Appointment Scheduling checkpoint clerk See the following substeps 1. Log on to NWBC as Dock Appointment Scheduling checkpoint clerk. 2. In the Dock Appointment Scheduling menu, choose Appointment Management Processing Process Appointments. 3. Choose the Show Quick Criteria Maintenance button. 4. Enter the appointment number and loading point LOAD_I_100 and choose the Apply button. 5. Select your appointment. 6. Choose the Departed from Checkpoint button Not applicable The appointment status is Departed from Checkpoint. 8 Analyze the Warehouse 1. Log on to NWBC as specialist None Solution Manager Content for Dock Appointment Scheduling 2013_SP39 34

35 loading appointments. clerk for Dock Appointment Scheduling. 2. In the Dock Appointment Scheduling menu, choose Appointment Management Reporting Analyze Appointments. 3. Select the appointments of loading point LOAD_I_100 for the last few days. 4. Analyze the appointments. Solution Manager Content for Dock Appointment Scheduling 2013_SP39 35