Transportation Management with SAP TM

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1 Bernd Lauterbach, Dominik Metzger, Stefan Sauer, Jens Kappauf, Jens Gottlieb, and Christopher Sürie Transportation Management with SAP TM Galileo Press Bonn

2 Foreword 17 Introduction 21 ortation Management Foundation * 1.1 SAP Business Suite and SAP NetWeaver Layers and Components of an SAP System SAP NetWeaver Application Platform SAP NetWeaver Functions that Support Business Applications Important Business Concepts in SAP Systems SAP NetWeaver Application Components SAP TM as Part ofthe SAP Business Suite SAP TM SAP ERP SAP Event Management SAP Environment, Health, and Safety Management SAP Global Trade Services SAP Extended Warehouse Management SAP Advanced Planner and Optimizer SAP Customer Relationship Management SAP Billing and Revenue Innovation Management Functional Overview of SAP TM Mode of Operation of SAP TM Overview ofthe Following Chapters 85 TSt 2.1 Technological Foundation of SAP TM Storing Data in the BOPF Data Processing with the BOPF Business Add-ins User Interface Technologies 106 7

3 2.2.1 Floorplan Manager and Floorplan Manager BOPF Integration Defining User-Specific Roles and Menüs Filtering Roles for SAP NWBC Customizing Screen Areas Frameworks and Tools Used throughout SAP TM Condition Framework Using BRF Incompatibilities Post-Processing Framework Document Creation Optimizer SAP Visual Business Process Controller Framework Integration Technology with SAP TM SOA-based Integration with SAP NetWeaver PI Integration with SAP NetWeaver PI without Predefined Content Monitoring Integration Messages with Service Interfaces RFC-based Communication Conclusion General Master Data Organizational Structure Product Dangerous Goods Business Partner Transferring Master Data between SAP ERP and SAP TM Transportation Network Locations Transportation Zones Transportation Lanes Schedules Transshipment Locations 226 8

4 3.2.6 Default Routes Trade Lanes Transportation Network Cockpit and Overview POWL Integration of Geographica! Information Systems Resources Vehicles and Trailers Calendars and Handling Resources Transportation Units and Equipment Defining Resources 265 h Requirements and Order Integration of SAP ERP Documents Sales Order Integration Integration of Materials Management Orders Order-based Transportation Requirement Integration of Deliveries Integration Scenarios Sales Order Scheduling Forwarding Orders and Forwarding Quotations Forwarding Orders Charge Estimation Forwarding Quotations Creating Orders and Quotations with Reference Summary Capacity Management Process Overview Systematically Creating Schedule-based Freight Documents Schedule Change Management AI locations Business Shares 372

5 5.4 Freight Bookings Ocean Freight Bookings Air Freight Bookings Freight Units Freight Unit Definition Properties of Freight Units Creating Freight Units Transportation Units Transportation Units, Freight Units, and Freight Orders Trailer Units Railcar Units Manual Flanning Flanning Strategies Profiles and Settings Configuring the Transportation Cockpit Hierarchical View and Dual View Using the Transportation Cockpit Transportation Proposal Scheduling Automated Flanning Background Flanning and Vehicle Scheduling and Routing Configuring Optimizer Settings Vehicle Scheduling and Routing: Flanning Objectives Vehicle Scheduling and Routing: Flanning Constraints Vehicle Scheduling and Routing: Optimization Algorithm Explanation Tool Load Optimization

6 a Carrier Selection Process Objective ofthe Carrier Selection Optimizer Constraints Configuration Freight Order Management Freight Order: Configuration and User Interface Special Processes with Freight Orders Service Orders Freight Tendering Transportation Execution Document Creation Discrepancies Export/Import Processing Statuses SAP Event Management Event Handlers and Event Messages Event Management Processes SAP Event Management Configuration Event Messages and Event Processing End User Interaction, Lists, and Background Processing Preconfigured Event Management Content Integrating SAP Event Management with Other Components 610 Transportation 9.1 SAP Global Trade Services Functionality Overview Integration of SAP GTS and SAP TM Export Compliance for Sanctioned Party Screening and Embargo Checks

7 13.1 Overview of Scenarios Outsourced Transportation International Outbound Transportation International Inbound Logistics Domestic Inbound Transportation Domestic Outbound Transportation Shipper Scenarios Summary Shipper Scenario Configuration Basic Setup in SAP TM Basic Setup in SAP ERP Setup for Cost Distribution in SAP ERP Defining Master Data in SAP ERP Defining Master Data in SAP TM Order Management Customizing Configuration of Flanning in SAP TM Freight Order Management Settings in SAP TM Configuration of Transportation Charge Management and Freight Settlement in SAP TM Configuration Summary Retail Scenario Conclusion Ocean Freight Process Overview Ocean Freight Process Configuration Partner and Organizational Master Data Setup Freight Order Management Schedule and Booking Setup Order Management Customizing Network and Flanning Configuration Transportation Charge Management Settlement Configuration

8 14.3 Running the Ocean Freight Process Export Process Import Process Air Freight Process Overview Air Freight Process Configuration Partner and Organizational Master Data Setup Organizational Setup Basic Customizing and Settings Flight Plans and Capacity Booking Types Order Management Customizing and Configuration Flanning Configuration Subcontracting Configuration SAP TM Transportation Charge Management Settlement Configuration Running the Air Freight Process Creation of Capacity Bookings and Four-Week Flight Plan (Steps 1 and 2) Creation of Air Freight-Forwarding Orders and HAWBs (Steps 3-6) Pickup, Cargo Receipt, and Compliance (Steps 7-9) Pre-Carriage from Export Station to Gateway (Steps 10 and 11) Load Flanning, MAWB Close, and Uplift (Steps 12, 13, and 15) Financial Processing in the Export Organization (Step 14) Import Handover and Transactional Processing (Step 16) Import Cargo Handling and On-Carriage (Steps 17-20) Cargo Delivery and Import Billing (Steps 21-27) Final Process State

9 16.1 Best Practices for Implementing SAP TM Large Transportation Management System Installations Using Preconfigured Sample Scenarios Using Rapid Deployment Solutions Onboarding Customers in SAP TM Installations Using Central Control Elements in SAP TM Setup Optimizing the Sequence of SAP TM Configuration Understanding SAP TM's Strengths and Limitation; Enhancing SAP TM via Custom Development Liner Shipping with SAP TM Architecture and Functional Coverage of the Liner Solution Specific Liner Enhancements and Add-ons Enabling the End-to-End Liner Process 1042 A Additional References 1053 B Abbreviations 1055 C The Authors 1061 Index

... Foreword... 17. ... Introduction... 21

... Foreword... 17. ... Introduction... 21 ... Foreword... 17... Introduction... 21 1... SAP Transportation Management Foundations... 43 1.1... SAP Business Suite and SAP NetWeaver... 43 1.1.1... Layers and Components of an SAP System... 44 1.1.2...

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