TTM12. SAP Transportation Management II (SAP TM) COURSE OUTLINE. Course Version: 10 Course Duration: 5 Day(s)

TTM12 SAP Transportation Management II (SAP TM). COURSE OUTLINE Course Version: 10 Course Duration: 5 Day(s)

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About This Handbook This handbook is intended to complement the instructor-led presentation of this course, and serve as a source of reference. It is not suitable for self-study. Typographic Conventions American English is the standard used in this handbook. The following typographic conventions are also used. This information is displayed in the instructor s presentation Demonstration Procedure Warning or Caution Hint Related or Additional Information Facilitated Discussion User interface control Example text Window title Example text Copyright. All rights reserved. v

Contents ix Course Overview 1 Unit 1: Freight Orders in Transportation Management 1 Lesson: Identifying SAP Transportation Management Processes 1 Lesson: Creating Freight Orders 3 Unit 2: Freight Order Setup 3 Lesson: Configuring Freight Order Types 3 Lesson: Configuring Freight Order Type Determination 3 Lesson: Maintaining Organizational Units for Freight Orders 3 Lesson: Determining Business Partners 3 Lesson: Configuring Freight Order Documents 5 Unit 3: Carrier Selection 5 Lesson: Evaluating Carriers 5 Lesson: Selecting Carriers based on Costs and Priorities 5 Lesson: Selecting Carriers based on Business Share 5 Lesson: Select carriers based on transportation allocation 7 Unit 4: Freight Order Tendering 7 Lesson: Classifying Tendering Methods 7 Lesson: Configuring the Tendering Plan 7 Lesson: Tendering Freight Orders 9 Unit 5: Freight Order Integration with Shipments 9 Lesson: Integrating Freight Orders with Shipments 9 Lesson: Integrating Text Types between Freight Orders and Shipments 9 Lesson: Creating Freight Orders from Shipments 9 Lesson: Creating Shipments from Freight Orders 11 Unit 6: Transportation Execution 11 Lesson: Prepare ERP Shipments for Transportation 11 Lesson: Configuring SAP ERP Transportation Integration to SAP TM 11 Lesson: Integrating EWM Transportation Execution to TM 11 Lesson: Managing Freight Order Discrepancies 13 Unit 7: Transportation Event Monitoring 13 Lesson: Configuring Event Management for Transportation Visibility 13 Lesson: Monitoring Transportation Events Copyright. All rights reserved. vii

15 Unit 8: Transportation Charge Management 15 Lesson: Managing Transportation Charges 15 Lesson: Maintaining Scales 15 Lesson: Maintaining Charge Types 15 Lesson: Maintaining Rate Tables 15 Lesson: Maintaining Calculation Sheets 16 Lesson: Maintaining Agreements 16 Lesson: Determining Rule-Based Conditions 16 Lesson: Calculating Charges in Freight Orders 16 Lesson: Calculating Specialized Charges 17 Unit 9: Transportation Cost Distribution 17 Lesson: Distributing Freight Costs 17 Lesson: Configuring Cost Distribution 17 Lesson: Distributing Transportation Costs 19 Unit 10: Freight Settlement and Carrier Invoice Processing 19 Lesson: Settling Freight Charges in TM 19 Lesson: Settling Freight Charges in SAP ERP 19 Lesson: Paying Carrier Invoices 19 Lesson: Configuring Freight Settlement in TM 19 Lesson: Configuring Freight Settlement in SAP ERP 21 Unit 11: Forwarding Order Settlement and Customer Invoicing 21 Lesson: Settling Forwarding Orders 21 Lesson: Billing customers for freight 21 Lesson: Configuring Forwarding Order Settlement in TM 21 Lesson: Configuring Forwarding Order Settlement and Customer Billing in SAP ERP 23 Unit 12: Freight Charge Corrections 23 Lesson: Correcting Freight Charges 25 Unit 13: Internal Settlement 25 Lesson: Settling Inter-Company Transportation Costs 25 Lesson: Settling Intra-Company Transportation Costs 25 Lesson: Configuring Intra-Company Settlement Settings viii Copyright. All rights reserved.

UNIT 1 Freight Orders in Transportation Management Lesson 1: Identifying SAP Transportation Management Processes Identify the processes and scenarios in transportation Lesson 2: Creating Freight Orders List the methods of creating freight orders in SAP TM Create freight orders by using manual planning Copyright. All rights reserved. 1

UNIT 2 Freight Order Setup Lesson 1: Configuring Freight Order Types Differentiate freight order types Create freight order types Lesson 2: Configuring Freight Order Type Determination Set up freight order type determination based on the appropriate usage Lesson 3: Maintaining Organizational Units for Freight Orders View organizational units for freight orders Determine organizational units in freight orders automatically Identify the mappings between SAP TM organizational units and SAP ERP Lesson 4: Determining Business Partners Identify the business partner roles assigned to freight orders Determine business partners in freight orders Lesson 5: Configuring Freight Order Documents Copyright. All rights reserved. 3

UNIT 3 Carrier Selection Lesson 1: Evaluating Carriers Evaluate the criteria used for selecting a carrier Lesson 2: Selecting Carriers based on Costs and Priorities Enable carrier using the ranking list based upon Cost and Priorities Lesson 3: Selecting Carriers based on Business Share Enable carrier selection using the business share Lesson 4: Select carriers based on transportation allocation Enable Carrier Selection using Transportation Allocation Copyright. All rights reserved. 5

UNIT 4 Freight Order Tendering Lesson 1: Classifying Tendering Methods Describe freight order tendering classifications Identify the tendering collaboration scenarios Lesson 2: Configuring the Tendering Plan Configure the settings to enable order tendering Lesson 3: Tendering Freight Orders Use RFQ-based tendering to select a carrier Copyright. All rights reserved. 7

UNIT 5 Freight Order Integration with Shipments Lesson 1: Integrating Freight Orders with Shipments Describe the integration scenarios between freight orders and shipments Lesson 2: Integrating Text Types between Freight Orders and Shipments Configure text types in freight orders Map freight order texts to shipment texts Lesson 3: Creating Freight Orders from Shipments Create shipment-based freight orders Configure settings to enable shipment-based freight orders Lesson 4: Creating Shipments from Freight Orders Explain the business scenarios for freight order-based shipments Configure the settings to enable freight order-based shipments Copyright. All rights reserved. 9

UNIT 6 Transportation Execution Lesson 1: Prepare ERP Shipments for Transportation Pick and pack goods Lesson 2: Configuring SAP ERP Transportation Integration to SAP TM Configure settings to enable transportation execution from SAP ERP to SAP TM Lesson 3: Integrating EWM Transportation Execution to TM Execute the freight order-based shipment by using EWM Configure settings to enable integration between EWM and TM Lesson 4: Managing Freight Order Discrepancies Process different types of discrepancies in TM Copyright. All rights reserved. 11

UNIT 7 Transportation Event Monitoring Lesson 1: Configuring Event Management for Transportation Visibility Configure settings to enable visibility to transportation events with SAP EM Lesson 2: Monitoring Transportation Events Monitor transportation events with SAP Event Management Copyright. All rights reserved. 13

UNIT 8 Transportation Charge Management Lesson 1: Managing Transportation Charges Describe the method of calculating charges and master data structure of Transportation Charge Management Lesson 2: Maintaining Scales Configure the settings in a scale base Configure scale templates Maintain scales Identify the settings in a calculation base Lesson 3: Maintaining Charge Types Maintain charge categories, subcategories, and types Lesson 4: Maintaining Rate Tables Create rate table templates Create a rate table Maintain a rate table in Excel Lesson 5: Maintaining Calculation Sheets Copyright. All rights reserved. 15

Unit 8: Transportation Charge Management Create a calculation sheet template Create a calculation sheet Lesson 6: Maintaining Agreements Customize and Create Agreement Lesson 7: Determining Rule-Based Conditions Determine rule-based conditions Lesson 8: Calculating Charges in Freight Orders Configure settings for calculating costs in freight order types Validate that the charges in the freight order are correct Estimate charges using TM Quick Quote technique Lesson 9: Calculating Specialized Charges Manage Forwarding Orders that require Prepayment Amounts Calculate resource-based charges Calculate the charge with 'Through' ITP Rates 16 Copyright. All rights reserved.

UNIT 9 Transportation Cost Distribution Lesson 1: Distributing Freight Costs Distribute freight costs across business units Post distributed freight order costs to the business unit Lesson 2: Configuring Cost Distribution Configure settings for cost distribution in SAP TM Configure settings for cost distribution in SAP ERP Lesson 3: Distributing Transportation Costs Perform cost distribution for freight orders Validate general ledger postings from distributed costs Copyright. All rights reserved. 17

UNIT 10 Freight Settlement and Carrier Invoice Processing Lesson 1: Settling Freight Charges in TM Create the freight settlement document (FSD) in SAP TM Lesson 2: Settling Freight Charges in SAP ERP Settle freight settlement document in SAP ERP Lesson 3: Paying Carrier Invoices Pay the carrier freight invoice Lesson 4: Configuring Freight Settlement in TM Configure the settings for freight settlement in SAP TM Lesson 5: Configuring Freight Settlement in SAP ERP Configure the settings for freight settlement in SAP ERP Copyright. All rights reserved. 19

UNIT 11 Forwarding Order Settlement and Customer Invoicing Lesson 1: Settling Forwarding Orders Create a forwarding order settlement document Lesson 2: Billing customers for freight Bill customer for freight Lesson 3: Configuring Forwarding Order Settlement in TM Configure settings for forwarding order settlement in TM Lesson 4: Configuring Forwarding Order Settlement and Customer Billing in SAP ERP Configure the settings for forwarding order settlement in SAP ERP Copyright. All rights reserved. 21

UNIT 12 Freight Charge Corrections Lesson 1: Correcting Freight Charges Correct the charges at different stages of the settlement for non-air shipments Correct the charges at different stages of the settlement for air shipments Copyright. All rights reserved. 23

UNIT 13 Internal Settlement Lesson 1: Settling Inter-Company Transportation Costs Perform internal settlement for intercompany costs Lesson 2: Settling Intra-Company Transportation Costs Perform internal settlement for intracompany costs Lesson 3: Configuring Intra-Company Settlement Settings Configure the settings required for Intracompany Internal Settlement Configure the settings required for Intercompany Internal Settlement Copyright. All rights reserved. 25