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SAP Transportation ManagementConfiguration Guide for Outsourced Transportation
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Document Version: 3.0 – September 2012
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Table of ContentsConfiguration Guide for Outsourced Transportation ....................................................................... 8
The Scenario ................................................................................................................................ 9
Before You Start......................................................................................................................... 11
Master Data ................................................................................................................................ 13 Master Data in SAP Enterprise Resource Planning ................. ................. .................. ........... 14
Maintaining Organizational Objects .................................................................................... 15
Assigning Organizational Objects ................. .................. ................. .................. ................. 17
Assigning Pricing Determination Procedures ................. ................. .................. ................. 18
Assigning Shipping Points ............................ .................. ................. .................. ................. 19
Creating Customer Masters ................................................................................................ 20
Creating Vendor Masters .................................................................................................... 22
Defining Products ............................................................................................................... 24
Maintaining Price Conditions for Materials ......................................................................... 27
Master Data in SAP Transportation Management ................................................................. 28
Transferring Master Data from SAP ERP to SAP TM ........................................................ 29
Creating Integration Models ............................................................................................ 30
Activating Integration Models ................. .................. ................. .................. .................. .. 33
Defining Organizational Units ............................................................................................. 35
Editing Locations ................................................................................................................ 41
Defining Transportation Zones ........................................................................................... 42
Maintaining Transportation Zone Hierarchies ................. ................. .................. ................. 44 Defining Means of Transport .............................................................................................. 45
Defining Transportation Lanes............................................................................................ 46
Creating Contact Persons for Carriers ............................................................................... 48
Creating Business Partners for Shipping Points................................................................. 50
Configuration .............................................................................................................................. 51
Sales Order Management in SAP ERP ............... .................. ................. ................. ............... 52
Defining and Identifying Sales Orders ................................................................................ 53
Activating Transfer of Sales Documents ..................... ................. .................. ................. ... 54
Text Determination in Sales Orders ................................................................................... 55 Creating Output .................................................................................................................. 56
ERP Invoicing ......................................................................................................................... 57
Mapping Organizational Units............................................................................................. 58
Order-Based Transportation Requirements ........................................................................... 59
Defining Conditions for Quantity Tolerances ...................................................................... 60
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Defining Conditions for Change Controller Strategies ............... .................. .................. ..... 61
Defining Text Schemas ................ ................. .................. ................. .................. ................. 62
Assigning ERP Text Types to TM Text Types for OTR ................ ................. .................. ... 63
Defining Service Levels ...................................................................................................... 64
Defining Freight Unit Building Rules ................................................................................... 65
Defining OTR Types ........................................................................................................... 67
Defining Conditions for OTR Type Determination .............................................................. 70
Creating Delivery Profiles ................................................................................................... 72
Defining Tendering Profiles ................................................................................................ 73
Defining General Settings for Tendering ............................................................................ 76
Defining Conditions for Incompatibilities ................ ................. .................. ................. ......... 80
Creating Incompatibilities .................................................................................................... 82
Configuring Incompatibility Settings ................................................................................... 84
Defining Carrier Selection Settings ............... .................. ................. ................. .................. 85 Defining Freight Order Types ............................................................................................. 89
Defining Freight Settlement Document Types .................................................................... 96
Charge Management .............................................................................................................. 97
Defining Scales ................................................................................................................... 98
Defining Rate Tables ........................................................................................................ 100
Defining Calculation Sheets.............................................................................................. 106
Defining Freight Agreement Types ................................................................................... 110
Defining Freight Agreements ............................................................................................ 111
Defining Settlement Profiles ............................................................................................. 113 Defining Charge Calculation Profiles ................................................................................ 114
Configuring Organizational Settings for Charge Elements ............................................... 115
Transportation Allocation ......................................................................................................... 116
Defining Transportation Allocations ..................................................................................... 117
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Configuration Guide for Outsourced TransportationAbout this Document
This configuration guide describes a scenario for Outsourced Transportation . You mustimplement this scenario as described, and once you have verified the functionality, you can
modify the data to suit your own environment and operating conditions.
Change History
Version Date Description
1.0 December 2010 Initial release
1.1 April 2011 Harmonized configuration and master data; scenarios basedon IDES
2.0 July 2011
Added chapter Defining Charge Calculation Profiles
Updated chapter Configuring Organizational Settings forCharge Elements
3.0 September 2012
The following chapters have been updated form TM 9.0setup:
Editing Locations [Page 41]
Defining OTR Types [Page 67]
Defining Freight Order Types [Page 89]
Defining Rate Tables [Page 100]
Configuring Organizational Settings for ChargeElements [Page 115]
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The ScenarioThis configuration guide explains how to configure the Outsourced Transportation scenariomanually.
If you want to configure the scenario automatically using Business Configuration Sets and similartools, see the information in the SAP Best Practices Quick Guide .
This scenario requires your SAP ERP system to be configured to run the following processes:
SD: Order-to-cash process:
o Sales order entry
o Delivery creation
o Posting goods issue
o Billing document creation
o Transfer to accounting
MM: Purchase order process
o Purchase order entry
o Posting goods receipt
o Invoice document creation (ERS settlement)
o Transfer to accounting
FI/CO
o Supporting the processes listed above
o Country-specific legal requirements (such as tax calculation)
Geography
The Outsourced Transportation scenario assumes a transportation network in the United Stateswith a plant/shipping point in Chicago. To use the transportation network as described thisdocument, you must ensure that the plant used in the customer system is located in the samevicinity.
The following organizational structures and document types are used by default and must beadapted to customer-specific organizational structures as required:
Company code 3000
Controlling area 3000
Plant 3100
Storage location 0001
Shipping point 3100
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Sales organization 3000
Distribution channel 10
Division 00
Sales document type OTTL
More Information
For more information about the prerequisites for this scenario, see Before You Start [Page 11] .
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Before You StartPrerequisites
Before you start to configure the Outsourced Transportation scenario, you must have configured
the settings in the following guides in SAP Solution Manager under SAP TransportationManagement Configuration Structures Basic Settings for SAP TM 9.0 :
Basic Settings and Integration for ERP
Integration of SAP TM and SAP Event Management
Output Management Configuration Guide
Visual Business Configuration with SAP TM
Basic Settings for SAP TM
Some settings in this guide can be copied from the existing SAP ERP configuration. In particular,SAP ERP Customizing settings can be reused for the following:
Enterprise structure definition and relevant assignments
Financial Accounting
Controlling
If you require a scenario-specific enterprise structure, we recommend that you copy the existing,standard configuration settings (such as Country Template for Company Codes incl. G/L
Accounts ) and change them as necessary (such as addresses).
Business system groups, logical systems, RFC connections, and system connectionsused throughout this guide are examples only. Replace these with your own data.
This guide also assumes the use of Business Add-Ins (BAdIs), which add a prefix or suffix tomaster data objects transferred from SAP ERP to SAP TM (see SAP Note 458914). An overviewof the prefixes and suffixes used is provided in the table below:
Business Object Prefix Suffix
Carrier CA – None
Customer CU – None
Plant PL – None
Shipping Point SP – None
Supplier SU – None
System None –@QV5750
Example:
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Shipping point name in SAP ERP: 3100
Shipping point name in SAP TM: SP3100@QV5750
If you have not implemented the corresponding BAdI in your system, the names of the objects arenot changed.
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Master DataMaster data is used throughout a number of business transactions in both SAP EnterpriseResource Planning (ERP) and SAP Transportation Management (TM). Before you can start towork with SAP Transportation Management, you must configure the master data accordingly.
For more information, see:
Master Data in SAP Enterprise Resource Planning [Page 14]
Master Data in SAP Transportation Management [Page 28]
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Master Data in SAP Enterprise Resource PlanningSAP Transportation Management (TM) is integrated into SAP Enterprise Resource Planning(ERP), and so you must configure the settings in SAP ERP and enter master data. The followingprocedures explain this process in more detail:
Maintaining Organizational Objects [Page 15]
Assigning Organizational Objects [Page 17]
Assigning Pricing Determination Procedures [Page 18]
Creating Customer Masters [Page 20]
Creating Vendor Masters [Page 22]
Defining Products [Page 24]
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Maintaining Organizational ObjectsProcedure
1. In Customizing for SAP ERP, check that the organizational structure has been defined.
A sample structure is provided in the table below.
Organizational Object Value Navigation Path
Company code3000
(currency USD)
Enterprise Structure Definition Financial
Accounting Edit, Copy,Delete, Check CompanyCode
Sales organization 3000
Enterprise Structure Definition Sales and
Distribution Define, copy,delete, check salesorganization
Distribution channel 10
Enterprise Structure Definition Sales and
Distribution
Define, copy, delete, checkdistribution channel
Sales office 3000
Enterprise Structure Definition Sales and
Distribution Maintain SalesOffice
Sales group 300
Enterprise Structure Definition Sales and
Distribution Maintain SalesGroup
Plant 3100
Enterprise Structure Definition Plant
Maintenance MaintainMaintenance Planning Plant
Storage location 0001 Enterprise Structure Definition Materials
Management MaintainStorage Location
Shipping point 3100 Enterprise Structure Definition Logistics
Execution Define, Copy,Delete, Check Shipping Point
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Organizational Object Value Navigation Path
Purchasing organization 3000
Enterprise Structure Definition Materials
Management MaintainPurchasing Organization
Purchasing group P01
Enterprise Structure Definition Materials
Management Purchasing Create Purchasing Groups
Division 00
Enterprise Structure Definition Logistics -
General Define, Copy,Delete, Check Division
2. Assign these objects in enterprise structure. For more information, see AssigningOrganizational Objects [Page 17] .
3. Check and assign the pricing procedure determination in SAP ERP for sales ordersbased on the organizational structure above. For more information, see Assigning PricingDetermination Procedures [Page 18] .
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Assigning Organizational ObjectsOnce you have defined and checked your organizational objects, you must specify assignmentsin the SAP ERP system.
Procedure1. In Customizing for SAP ERP, choose SAP Customizing Implementation Guide
Enterprise Structure Assignment Logistics – General Assign Plant to CompanyCode .
2. Enter the relevant information to assign your plant to your company code.
3. In Customizing for SAP ERP, choose SAP Customizing Implementation Guide Enterprise Structure Assignment Sales and Distribution .
4. Maintain the following Customizing activities:
o Assign sales organization to company code
o Assign distribution channel to sales organization
o Assign division to sales organization
o Set up sales area
o Assign sales office to sales area
o Assign sales group to sales office
o Assign sales organization – distribution channel – plant
5. In Customizing for SAP ERP, choose SAP Customizing Implementation Guide Enterprise Structure Assignment Materials Management .
6. Maintain the following Customizing activities:
o Assign purchasing organization to company code
o Assign purchasing organization to plant
7. In Customizing for SAP ERP, choose SAP Customizing Implementation Guide Enterprise Structure Assignment Logistics Execution .
8. Maintain the Customizing activity Assign shipping point to plant .
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Assigning Pricing Determination ProceduresProcedure
1. Check and assign the pricing determination procedure in SAP ERP as specified below.
2. In Customizing for SAP ERP, choose SAP Customizing Implementation Guide Salesand Distribution Basic Functions Pricing Pricing Control Define and AssignPricing Procedures Define Pricing Procedure Determination . Alternatively, entertransaction OVKK in the command field.
3. Enter your data based on the following:
Field Description Value
SOrg . Sales organization 3000
DChl Distribution channel 10
Dv Division 00
DoPr Document procedure A
CuPP Customer pricing procedure 1
PriPr . Pricing procedure in pricing RVCXUS
CTyp Condition type PR00
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Creating Customer MastersYou must create customer masters in the SAP ERP system.
Procedure
1. On the SAP Easy Access screen, choose SAP menu Logistics Sales andDistribution Master Data Business Partner Customer Create Total .
Alternatively, enter transaction XD01 in the command field.
2. To create the customer master, enter your data based on the following table:
Field Value
Account Group TM: Customer Account Group
Customer OT-CU-01
Company Code 3000
Sales Organization 3000
Distribution Channel 10
Division 00
3. Choose Continue and enter the following data:
Field Value
Shipping Conditions 01
Delivering Plant 3100 4. On the Sales tab page, enter your data based on the following table:
Field Value
Currency USD
Cust.pric.proc 1
Sales Office 3000
Sales Group 300
5. Choose the Billing Documents tab page and enter your data based on the following table:
Field Value
Incoterms FH
Terms of Payment 0002
Tax Classification Use 1 for U.S. states. Use 0 for other
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Field Value
countries.
6. On the Account Management tab page, in the Recon. Account field, enter 144003 .
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Creating Vendor MastersYou must create vendor masters in the SAP ERP system.
Procedure
1. On the SAP Easy Access screen, choose SAP menu Logistics Logistics Execution Master Data Partner Service Agent Create . Alternatively, enter transaction
XK01 in the command field.
2. Enter your data for the carriers based on the following table:
Vendor OT-CR-01 OT-CR-02 OT-CR-03 OT-CR-04
Company Code 3000 3000 3000 3000
Purchase Org 3000 3000 3000 3000
Account Group 0005 0005 0005 0005
3. Choose Enter .
4. On the Create Vendor: Address screen, enter your data based on the following table:
Vendor OT-CR-01 OT-CR-02 OT-CR-03 OT-CR-04
Name PGI TruckLines
NationalTrucking
FastTrucking &Logistics
GreenTransport
Search Term OT Carrier OT Carrier OT Carrier OT Carrier
Street WindgapAvenue DurandAvenue SpringStreet Port JerseyBlvd
City Pittsburgh Trenton Reading Jersey City
Region PA NJ PA NJ
Ctry US US US US
Postal Code 15204 08611 19601 07305
Time Zone CST CST CST CST
5. Choose Next Screen or press F8 until you reach the Create Vendor: Accounting
Information Accounting screen.
6. Enter your data based on the following table:
Vendor OT-CR-01 OT-CR-02 OT-CR-03 OT-CR-04
ReconciliationAccount 164003 164003 164003 164003
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Vendor OT-CR-01 OT-CR-02 OT-CR-03 OT-CR-04
CashManagementGroup
A1 A1 A1 A1
7. Choose Next Screen or press F8 until you reach the Create Vendor: Purchasing Data screen.
8. Enter your data based on the following table:
Vendor OT-CR-01 OT-CR-02 OT-CR-03 OT-CR-04
Order Currency USD USD USD USD
Terms ofPayment 0001 0001 0001 0001
GR-Based Inv.Verif. Selected Selected Selected Selected
Serv.-BasedInv. Ver. Selected Selected Selected Selected
9. Choose Next Screen or press F8 to open the Create Vendor: Partner Functions screen.
10. Enter your data based on the following table:
Vendor OT-CR-01 OT-CR-02 OT-CR-03 OT-CR-04
PartnerFunction VN VN VN VN
Number OT-CR-01
OT-CR-02
OT-CR-03
OT-CR-04
11. Save your entries.
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Defining ProductsProcedure
1. On the SAP Easy Access screen of the SAP ERP system, choose SAP menu Logistics Materials Management Material Master Material Create (General) Immediately . Alternatively, enter transaction MM01 in the command field.
2. Enter your data based on the following:
o Material OT-PROD-01
o Industry sector Mechanical engineering
o Material type Semifinished product
o Storage location 0001
o Sales organization 3000
o Distribution channel 10
3. Choose Select View(s) and select the following views:
o Basic Data 1
o Sales: Sales Org. Data 1
o Sales: Sales Org. Data 2
o Sales: General/Plant Data
o Purchasing
4. On the Accounting 1 view, enter the following organizational levels:
o Plant 3100
o Storage location 0001
o Sales organization 3000
o Distribution channel 10
5. On the Basic Data 1 view:
Field Value
Material Group 001
Base Unit of Measure BAG
Gross Weight 100
Net Weight 95
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Field Value
Weight Unit LB
Volume 10
Volume Unit FT3
Matl Grp Pack.Matls 0002 or blank
6. On the Sales: Sales Org. Data 1 view, enter –1 as the tax classification for all assignedcountries.
7. On the Sales: Sales Org. Data 2 view:
Field Value
Item category group NORM
8. On the Sales: General/Plant Data view:
Field Value
Availability Check KP-no check
Trans. Grp 0001
LoadingGrp 0001
9. On the Purchasing view:
Field Value
Material Freight Grp 02
10. On the Accounting 1 view:
Field Value
Price Control S
Standard Price 100
Valuation Class 7900
Moving Price 100
11. Save your entries.
After creating the material you need to make it available in your storage location.Therefore follow the following steps:
1. In ERP, enter transaction MB1C.
2. Enter the following data:
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Field Value
Movement Type 561
Plant 3100
Storage Location 0001
3. Choose the Enter pushbutton.
4. On the Items screen enter the following data:
Item 1 Value
Material OT-PROD-01
Quantity 10000
UnE BAG
5. Choose the Enter pushbutton.
6. Choose the Enter pushbutton again (ignoring the warning message).
7. Save your entries.
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Maintaining Price Conditions for MaterialsProcedure
1. On the SAP Easy Access screen of the SAP ERP system, choose SAP Menu Logistics Sales and Distribution Material Master Conditions Select (Using
Condition Type) Create . Alternatively, enter transaction VK11 in the command field.
2. Enter condition type PR00 and choose enter.
3. Select key combination Material with release Status .
4. Enter the following header data:
o Sales Organization: 3000
o Distribution Channel: 10
5. Enter the following item data:
o Material: OT-PROD-01
o Amount: 100
o Unit: USD
o Per: 1
o UoM: BAG
o Calculation Rule: C
6. Save your entries.
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Transferring Master Data from SAP ERP to SAP TMProcedure
1. Transfer the following data from SAP ERP to SAP Transportation Management (SAPTM):
Field Value
Shipping Point 3100
Customer code (in SAP ERP and SAP TM) OT-CU-01
Carrier code (in SAP ERP and SAP TM)
OT-CR-02
OT-CR-02
OT-CR-03
OT-CR-04
Materials OT-PROD-01
For more information about transferring data from SAP ERP to SAP TM, see Integrationof SAP TM with SAP ERP. In particular, pay attention to the information regardingselecting an integration model
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Creating Integration ModelsIn this procedure, you create integration models, which specify which data objects are to beselected from the total dataset in SAP ERP for the transfer to SAP TM. You do not need allavailable master data and transaction data in SAP ERP for planning in SAP TM.
To create the integration model, first mark the object types (for example, customer masters) to beselected on the Create Integration Model selection screen. Next, you select specific selectioncriteria that further restrict the object types you have already selected.
For this scenario you need to transfer the following master data types from SAP ERP to SAP TM:
Customer master
Carriers
Shipping point
Plant
The transfer of transaction data is not required.
In SAP TM, you create business partners and/or locations based on the settings when activatingthe integration models (see Activating Integration Models [Page 33] ).
Working with Variants
Since the system does not save the selection options you make when creating an integrationmodel, you have to save the settings as a variant on the selection screen. By working withvariants you can reuse the settings you have saved whenever you want. If you want to re-createan integration model at a later point in time, you can call up the required variant by choosing theSelect Variant symbol in the toolbar at the top of the selection screen.
Integration Model Versions
If you regenerate an integration model, the system automatically generates a new version of thismodel. Different versions of an integration model are distinguished by their date and time ofcreation, as well as by the filter objects that they contain. You can create as many versions of anintegration model as you wish. However, only one version may be active at one time.
Changing an Integration Model
We recommend that you change an existing variant of the integration model, generate a newversion using transaction CFM1, and then delete the variant.
Structure of an Integration Model
The structure of an integration model influences performance. When it integrates transactiondata, the system checks whether the data concerned is contained in the active integration model.
At the same time, the system loads and interprets all active integration models for the object typeconcerned to determine any target systems that may be affected. The greater the number ofintegration models per object type, the longer the runtime for the determination for targetsystems.
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For performance reasons, we recommend that you use only one object type for eachintegration model.
Prerequisites
You have completed the Customizing and default settings for integration in both SAP TM andSAP ERP.
You have maintained the relationship between the source and target system in both systems.
Procedure
Create Integration Model for Customers
1. On the SAP Easy Access screen for SAP ERP, choose Logistics Central Functions Supply Chain Planning Interface Core Interface Advanced Planner and Optimizer Integration Model Create CFM1 .
2. Define an integration model with the following data:
Model Name Logical System APO Application
OT-IM-001
Logical system of the targetTM System as defined in CoreInterface Settings in SAP ERP (for example, B1TCLNT910).
TM MD
3. In the Material Independent Objects screen area, activate the indicator Customers,Vendors and Shipping points .
4. Choose the Special Restrictions for each object and enter the master data relevant foryour scenario:
Selection Object Special Restriction Objects Create Loc./BP
Customers OT-CU-01 2
Vendors
OT-CR-01
OT-CR-02
OT-CR-03
OT-CR-04
1
Shipping points 3100 None
Plant 1200 None
5. Choose Execute to close the special restriction screen.
6. Save the Create Integration Model screen to create a selection variant for yourintegration model.
7. Name the variant OT-IM-001 , description OT – MD for OT Scenario .
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8. Choose Execute to create the integration model.
9. Choose Generate IM .
10. Choose Back .
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Activating Integration ModelsIn this procedure, you activate integration models.
Activating an integration model causes an initial transfer of master data from SAP ERP to SAP
TM. The integration models to be activated are compared with the integration models that arealready active. In this way, the transfer restricts itself to differences. In other words, the systemtransfers only data for filter objects that are not contained in any active integration models.
To transfer all data records again, you have to deactivate and then reactivate all active integrationmodels.
When activating the integration model, you must define whether you want to create a businesspartner, a business partner and a location, or only a location in SAP TM. Business partners arenecessary for the commercial part of the business, whereas locations are necessary for planningand executing transportation. This means that whenever cargo needs to be picked up ordelivered, a location is necessary. In this scenario, you create business partners and locations forthe customers. Since the carriers are external, you only create business partners. If the distancesand transportation times from the depot of the carrier are important, then you need to create alocation for the carrier.
Procedure
Activate Integration Model for Customers
1. On the SAP Easy Access screen for SAP ERP, choose Logistics Central Functions Supply Chain Planning Interface Core Interface Advanced Planner and Optimizer Integration Model Activate CFM2 .
2. Make the following settings:
Field Selection Value Remark
Model OT-IM-001 None
Logical System Logic System
Logical system of the targetSAP TM System as defined inCore Interface Settings inSAP ERP .
APO Application TM-MD None
3. Choose Execute .
The selection screen displays the available integration models for the model name youhave specified.
Versions: If several integration models exist with the same name, they are displayed inchronological order (according to date and time).
4. Activate the required model by double-clicking it or by choosing the Active/Inactive pushbutton.
An OK icon displayed to the left of the model generation date and time shows that theintegration model has been activated.
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If you want to deactivate the integration model, repeat the above procedure and ensurethat the OK icon is no longer displayed.
5. Choose the Start pushbutton to begin the data transfer.
The system transfers the data in the background.
6. You can use the Check pushbutton to carry out a consistency check on the status of theintegration model.
The system tests all active models, including those models scheduled for activation, butexcluding those models scheduled for deactivation.
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Defining Organizational UnitsOrganizational units (purchasing organizations and purchasing groups) are used when a freightorder is created.
The following organizational units have to be created in SAP TM:
Sales Organization
Sales Group
Purchasing Organization
Purchasing Group
Planning & Execution Organization
Planning & Execution Group
You can also transfer organizational units from SAP ERP to SAP TM using transaction/SCMTMS/ORG_INT . As this scenario makes use of order integration and invoiceintegration, it is recommended to use this automatic integration approach.
Procedure
1. On the SAP Easy Access screen, choose or enter transaction /scmtms/org_int in thecommand field.
2. Enter the following data:
Field Value
Source System <logical system name of your ERPsystem>
Company Code 3000
Sales Organization 3000
Purchase Organization 3000
1. On the SAP Easy Access screen, choose SAP menu Master Data Organization Create Organization and Staffing or enter transaction PPOCE in the command field.
2. When prompted, enter the validity dates for the organizational unit.
3. On the following screen, enter your data based on the following tables.
On the Basic Data tab page:
Field Description Value
Organizational Unit Specifies the organizational OT-PORG-1
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Field Description Value
unit to be created
Description Description OT: PurchasingOrganization
On the Org. Data tab page:
Field Description Value
Org. ID Organizational unit ID. This isan internal number.
<Organizational unitthat you previouslydefined >
Org. Unit Function Specifies the type oforganizational unit 2 - Purchasing
Org. Unit Role Specifies the role of theorganizational unit 1 - Organization
On the Address tab page:
Field Description Value
Subtype Defines the type of address Main Address
Street Street in the address Industrial Parkway
City City in the address Philadelphia
Postal Code Postal code of the address 19088
Country Country of the address U.S.
4. Save your entries.
5. Repeat the procedure to create a purchasing group:
On the Basic Data tab page:
Field Description Value
Organizational Unit Specifies the organizationalunit to be created “OT-PGRP- 1”
Description Description OT:Purchasing Group
On the Org. Data tab page:
Field Description Value
Org. ID Organizational unit ID. This isan internal number.
<Organizational unitthat you previouslydefined >
Org. Unit Function Specifies the type of 2 - Purchasing
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Field Description Value
organizational unit
Org. Unit Role Specifies the role of theorganizational unit 3 - Group
On the Address tab page:
Field Description Value
Subtype Defines the type of address Main Address
Street Street in the address Industrial Parkway
City City in the address Philadelphia
Postal Code Postal code of the address 19088
Country Country of the address U.S.
6. Save your entries.
Create sales organization and group
On the Basic Data tab page:
Field Description Value
Organizational Unit Specifies the organizationalunit to be created OT-SORG-1
Description Description OT: Sales Organization
On the Org. Data tab page:
Field Description Value
Org. ID Organizational unit ID. This isan internal number
<Organizational unitthat you previouslydefined >
Org. Unit Function Specifies the type oforganizational unit 4 – Sales
Org. Unit Role Specifies the role of theorganizational unit 1 – Organization
On the Address tab page:
Field Description Value
Subtype Defines the type of address Main Address
City City in the address Philadelphia
Country Country of the address U.S.
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7. Save your entries.
8. Repeat the procedure to create a purchasing group:
On the Basic Data tab page:
Field Description Value
Organizational Unit Specifies the organizationalunit to be created OT-SGRP-1
Description Description OT:Sales Group
On the Org. Data tab page:
Field Description Value
Org. ID Organizational unit ID. This isan internal number.
<Organizational unitthat you previouslydefined >
Org. Unit Function Specifies the type oforganizational unit 4 – Sales
Org. Unit Role Specifies the role of theorganizational unit 3 – Group
On the Address tab page:
Field Description Value
Subtype Defines the type of address Main Address
City City in the address Philadelphia
Country Country of the address U.S.
9. Save your entries.
10. Create planning and execution organization and group
On the Basic Data tab page:
Field Description Value
Organizational Unit Specifies the organizationalunit to be created OT-PEORG-1
Description Description OT: Planning &Organization
On the Org. Data tab page:
Field Description Value
Org. ID Organizational unit ID. This isan internal number.
<Organizational unitthat you previously
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Field Description Value
defined >
Org. Unit Function Specifies thetype of organizational unit 13 – Planning and Execution
Org. Unit Role Specifies the role of theorganizational unit 1 – Organization
On the Address tab page:
Field Description Value
Subtype Defines the type of address Main Address
City City in the address Philadelphia
Country Country of the address U.S.
11. Save your entries.12. Repeat the procedure to create a purchasing group:
On the Basic Data tab page:
Field Description Value
Organizational Unit Specifies the organizationalunit to be created OT-PGRP-1
Description Description OT: Planning &Execution Group
On the Org. Data tab page:
Field Description Value
Org. ID Organizational unit ID. This isan internal number.
<Organizational unitthat you previouslydefined >
Org. Unit Function Specifies the type oforganizational unit 13 – Planning & Execution
Org. Unit Role Specifies the role of theorganizational unit 3 – Group
On the Address tab page:
Field Description Value
Subtype Defines the type of address Main Address
City City in the address Philadelphia
Country Country of the address U.S.
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13. Save your entries.
Result
You have defined a purchasing organization and group, sales organization and group, planningand execution organization and group.
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Editing LocationsProcedure
1. Refine the geographical coordinates of the following locations in case IGS is not used.On the SAP Easy Access screen for SAP TM , choose Transportation Management
Master Data Transportation Network Locations Define Location .
2. Enter the respective location and choose the Change pushbutton.
3. On the General Data tab page enter the following coordinates:
Location Longitude Latitude
SP3100@ <logical system> -87,59,59 +41,59,59
CUOT-CU-01@ <logicalsystem> -122,19,48 +47,59,59
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Defining Transportation ZonesProcedure
1. Create a zone in SAP Transportation Management. To do so, open the SAP Easy Access screen and choose SAP menu Master Data Transportation Network
Transportation Zones Define Transportation Zone . Alternatively, enter transaction/SCMTMS/ZONE in the command field.
2. Choose Create and enter the following data:
Field Value
Zone OT-US
Zone Type M
Description OT US Zone
3. On the Zone Region tab page add the following country key: US.
4. Save your entries.
5. Create OT-US-MIDWEST zone in the header area and modify it as follows:
Country Key Country Name Region Region Name
US USA IA Iowa
US USA IL Illinois
US USA IN Indiana
US USA MI Michigan
US USA MN Minnesota
US USA ND North Dakota
US USA NE Nebraska
US USA OH Ohio
US USA SD South Dakota
US USA WI Wisconsin
6. Choose the Calculate Coordinates pushbutton.
7. Save your entries.
8. Create the zone OT-US-WEST in the header area, and on the Zone-Region tab, modify itas follows:
Country Key Country Name Region Region Name
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Country Key Country Name Region Region Name
US USA CA California
US USA ID Idaho
US USA NV Nevada
US USA OR Oregon
US USA WA Washington
9. Choose the Calculate Coordinates pushbutton.
10. Save your entries.
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Maintaining Transportation Zone HierarchiesYou must maintain a transportation zones hierarchy to organize your locations in such a way thatyou can run vehicles from the start location to the destination location via hubs, ports ortransshipment locations. Furthermore, if you do not maintain the transportation zone hierarchycorrectly, you are not able to preselect the right vehicles as defined in your planning profile.
You create the transportation zone hierarchy with the following data:
Hierarchy Has as subordinate
RELH_ZONE OT-US
OT-USOT-US-MIDWEST
OT-US-WEST
Procedure
1. On the SAP Easy Access screen for SAP TM, choose Transportation ManagementMaster Data Transportation Network Transportation Zones Define TransportationZone Hierarchy .
2. In the Hierarchy group box, enter RELH_ZONE in the Name field.
3. In the Hierarchy Structure group box, enter RELHS_ZONE in the Name field.
4. Choose the Change pushbutton.
5. In the lower screen area, in the hierarchy tree, double-click RELH_ZONE.
6. In the Hierarchy Fast Entry group box on the top right-hand side of the screen,
RELH_ZONE appears in Hierarchy Node field.
7. Enter OT-US in the Transportation Zone column.
8. Save your entries and agree to update hierarchy tree.
9. In the lower screen area, the updated hierarchy tree, double-click OT-US .
10. In the Hierarchy Fast Entry group box on the top right-hand side of the screen, OT-US appears in the Hierarchy Node field,
11. Make the following entries in the Transportation Zone column:
o OT-US-MIDWEST
o OT-US-WEST
12. Save your entries and agree to update hierarchy tree.
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Defining Transportation LanesProcedure
1. On the SAP Easy Access screen for SAP Transportation Management, choose SAPmenu Master Data Transportation Network Transportation Lanes DefineTransportation Lane or enter transaction /SAPAPO/SCC_TL5 in the command field.
2. Define your lanes based on the following table:
Start Location/Zone SP3100@<logical system>
Destination Location/Zone OT-US-WEST
3. On the Means of Transport screen create new entries. Enter the following data in thedialog:
Field Value
Means of Transport OT-FTL
Start Date Today
End Date 3000 –12 –31
Fix Transp. Duration Deselected
Trsp. Duration N/A (determined by the system)
Transptn Distance Deselected
Trsp. Dist. N/A (determined by the system)
Mns of Trsp. Costs 0.932
Relevant to Carrier Selection Selected
Use Business Share Deselected
Use Trsp. Allocations Deselected
Cost Origin I – Internal Costs
Strategy for TSP Selection X – Neither Costs Nor Priority
4. Mark the means of transport line and create the following new entries on the Carrier screen:
BP Number OT-CR-01 OT-CR-02 OT-CR-03 OT-CR-04
Means ofTransportation OT_FTL OT_FTL OT_FTL OT_FTL
Start Date 2000 –01 –01 2000 – 01 – 01 2000 – 01 – 01 2000 – 01 – 01
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End Date 2099 –12 –31 2099 – 12 – 31 2099 – 12 – 31 2099 – 12 – 31
TransportationCosts
Use TCM costs(when themaintained valueis 0.0)
Use TCM costs(when themaintained valueis 0.0)
Use TCM costs(when themaintained valueis 0.0)
Use TCM costs(when themaintained valueis 0.0)
Priority 1 2 3 4
TM Tendering:Consider TSPfor P2PTendering
X Blank X Blank
TM Tendering:Consider TSPfor BroadcastTendering
Blank X Blank X
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Field Value
Role /SCMTMS/SERVICE_PROVIDER
Logon language EN
5. Choose Relationships
1. Choose Relationships Category: Is Contact person for .
2. In the Relationship to BP field, enter OT-CR-01 .
3. Choose Create .
4. Choose Save .
6. Maintain the other contact persons for your carriers. These are:
Contact Person Carrier
OT-CP-02 US-CR-02
OT-CP-03 US-CR-03
OT-CP-04 US-CR-04
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Creating Business Partners for Shipping PointsIf a GeoServer is not installed, business partners for the shipping points are not automaticallygenerated by transferring master data from SAP ERP to SAP TM. If a business partner is notassigned to the transferred location, you have to create and assign a business partner manually.
Procedure
1. On the SAP Easy Access screen, choose SAP menu Master Data General Define Business Partner . Alternatively, you can enter transaction BP in the command
field.
2. Create your business partners based on the following Business Partner (General) role:OT-SP-3100 - BP for Shipping Point .
3. Save your entries.
4. On the SAP Easy Access screen, choose SAP menu Master Data Transportation
Network Define Locations .5. Enter Location SP3100@< logical system > .
6. Select Change .
7. On the General tab page in the Partner screen enter BP number OT-SP-3100 .
8. Save your entries.
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ConfigurationThis section provides information about the settings that you must configure in both Customizing(transaction SPRO) and the SAP NetWeaver Business Client. For more information about theconfiguration settings that are required, see:
Sales Order Management [Page 52]
ERP Invoicing [Page 57]
Order-Based Transportation Requirements [Page 59]
Charge Management [Page 97]
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Sales Order Management in SAP ERPYou configure sales order management in your SAP Enterprise Resource Planning (ERP)system. For more information about the configuration settings that are required for sales ordermanagement, see:
Defining and Identifying Sales Orders [Page 53]
Activating Transfer of Sales Documents [Page 54]
Text Determination in Sales Orders [Page 55]
Creating Output [Page 56]
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Defining and Identifying Sales OrdersThere are two ways in which you can use this integration procedure:
Use an existing sales order type
Create a new sales order type
In the standard SAP system, scenarios usually include a standard sales order type (order typeOR) or a rush order (order type RO).
Procedure
1. In Customizing for SAP ERP, choose SAP Customizing Implementation Guide Salesand Distribution Sales Sales Documents Sales Document Header Define SalesDocument Types . Alternatively, enter transaction VOV8 in the command field.
2. Copy order type OR to new order type OTTL and retain all of the field values.
3. Choose Copy (enter) and confirm the Dependent entries for copying control dialog box.
4. Save your settings.
5. Choose Back (F3).
Result
You have created order type OTTL.
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Text Determination in Sales OrdersProcedure
1. In Customizing for SAP ERP, choose SAP Customizing Implementation Guide Salesand Distribution Basic Functions Text Control Define Text Types or entertransaction VOTXN in the command field.
2. Select the Header checkbox for the Sales Document.
3. Choose Text Types.
4. Enter text type TM01 and description Driver Text .
5. Choose Save.
6. Choose Back (F3).
7. Select the Header checkbox for the Sales Document and choose Change to add the newtext type to the text procedure.
8. Select text procedure 01.
9. In the tree menu on the left, double-click Text IDs in Text Procedure.
10. Choose New Entries.
11. Enter the correct sequence number and the text type created in step 4 (TM01).
Field Description Value
SeqNo Sequence number In accordance with the currentsequencing
ID Identification TM01
Refer/Duplicate Reference Deselected
Text is obligat. Text is obligatory Text is not obligatory
Access seq . Access sequence 1
12. Save your entries.
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Creating OutputProcedure
1. On the SAP Easy Access screen, choose SAP menu Logistics MaterialsManagement Purchasing Master Data Subsequent Settlement Customer Rebate
Arrangements Environment Customer Messages Sales Document Create . Alternatively, enter transaction VV11 in the command field.
2. In the Output Type field, specify the type of output that is to be produced. In our scenario,the output type is TRS0.
3. Choose Enter .
4. Enter your data based on the following table:
Field Value Description
SalesDocTy OTTL Sales document type
Medium 8 Special function
Date/Time 4 Send immediately (whensaving the application)
Language EN Language in which the outputis to be produced
5. Save your entries.
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ERP Invoicing
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Mapping Organizational UnitsProcedure
1. In Customizing for SAP ERP, choose SAP Customizing Implementation Guide Integration with Other SAP Components Transportation Management Invoice
Integration Invoicing Mapping of Organizational Units Assign Organizational Unitsfor Purchasing .
2. Choose New Entries.
3. Enter the data based on the following table:
Field Value
Logical System <Logical name of the connected TMsystem >
TM Pur. Organization <Number of purchasing organization/ OT-PORG-1 >
TM Purchasing Group <Number purchasing group / OT-PGRP-1 >
Purchasing Org . 3000
Purch. Group P01
Plant 3100
Company Code 3000
4. Save your entries.
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Order-Based Transportation RequirementsYou configure the settings for order-based transportation requirements (OTR) in your SAPTransportation Management system.
For more information, see the process descriptions below.
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Defining Conditions for Quantity TolerancesProcedure
1. On the SAP Easy Access screen, call transaction NWBC to open the SAP NetWeaverBusiness Client.
2. Choose Application Administration General Settings Conditions Create Condition .
3. In the Condition Type field, enter /SCMTMS/CC_QUAN_TOL .
4. Choose Continue.
5. On the New Condition Definition screen, enter your data based on the following table:
Field Value
Condition OT_QTOL_01
Description Quantity Tolerance for OT Scenario
6. On the Data Access Definition tab page, choose Create.
7. In the Data Access Definition for Conditions column, enter /SCMTMS/TORQTYCHGWEI.
8. Choose the Decision Table tab page.
9. Choose Insert New Row .
10. In the Weight Chg column, click the icon and choose Direct Value Input.
11. Use the comparison options dropdown box to create a row whereby:
Greater than 4,000 or less than -4,000 is true.
12. Repeat the process to insert a row whereby:
Between -4,000 and 4,000 is false. Save your entries.
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Defining Conditions for Change ControllerStrategiesProcedure
1. On the SAP Easy Access screen, call transaction NWBC to open SAP NetWeaverBusiness Client.
2. Choose Application Administration General Settings Conditions Create Condition .
3. On the New Condition Definition screen, enter your data based on the following table:
Field Value
Condition OT-CSDC-01
Description OT: Condition for ChangeController Strategy
Condition Type /SCMTMS/CC_TOR_STRAT
Origin of Condition Condition based on BRFplus Decision Table
4. Choose Continue .
5. Choose Data Access Definition .
6. In the Data Access Definition for Conditions column, enter /SCMTMS/TOR_QUAN_UPD.
7. On the Decision Table tab page, choose Insert New Row .
Field Value Comment
Qty Change True If quantity change is equal to“X”, return value is true;otherwise it is false
CC Strat . Start tend CC Strat: START TEND
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Defining Text SchemasProcedure
1. In Customizing for SAP Transportation Management, choose SAP CustomizingImplementation Guide Cross-Application Components Processes and Tools forEnterprise Applications Reusable Objects and Functions for BOPF Environment
Dependent Object Text Collection Maintain Text Schema .
2. Double-click Text Type in the navigation tree and enter your data based on the followingtable:
Field Value
Text Type TM01
Description Driver Notes
3. Double-click Text Schema in the navigation tree and enter your data based on thefollowing table:
Field Value
Txt Schema OT0001
Description Text schema for OT
4. Select the entry that you created in step 3 and double-click Text Type to Text Schema Assignment in the navigation tree.
5. Enter your data based on the following table:
Field Value
Text Type TM01 and A0001
Mandatory Deselected
Internal Deselected
Lang. Text Deselected
6. Double-click Assign Text Schema to BO and Node in the navigation tree and enter yourdata based on the following table:
Business Object Name Node Name Txt Schema
/SCMTMS/TOR ROOT OT0001
/SCMTMS/TOR TENDERING OT0001
/SCMTMS/TRQ ROOT OT0001
7. Save your entries.
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Assigning ERP Text Types to TM Text Types for OTRProcedure
1. In Customizing for SAP Transportation Management, choose SAP CustomizingImplementation Guide SAP Transportation Management Transportation Management
Integration ERP Logistics Integration Order-Based Transportation Requirement Assign ERP Text Types to TM Text Types for OTR .
2. Choose New Entries.
3. Enter your data based on the following table:
Field Description Value
ERP Doc. ERP document Sales Document Header
ERP Text ERP text TM01
TM Text TM text TM01
Not TM-Rel Not relevant to TM Deselected
4. Save your entries.
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Defining Service LevelsProcedure
1. In Customizing for Transportation Management, choose Forwarding OrderManagement Define Transportation Service Level Codes .
2. Choose New Entries .
3. Enter your data based on the following table:
Field Value
Service Level Code TM
Description TM Service Level
4. Save your entries.
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Defining Freight Unit Building RulesThe freight unit building rule (FUBR) is assigned and applied at the level of the OTR type. Itspecifies how freight units are to be built when the OTR is created.
Prerequisites You have defined an OTR type.
You have assigned the OTR document type to the freight unit building rule.
Procedure
1. On the SAP Easy Access screen, call transaction NWBC to open the SAP Business Client.
2. Choose Application Administration Planning General Settings Freight UnitBuilding Rule Create Freight Unit Building Rule .
3. On the New Freight Unit Building Rule screen, enter your data based on the followingtables:
On the General Data tab page:
Field Description Value
Freight Unit Building Rule Specifies the FUBR to becreated OT_FUBR_01
Description Description of the FUBR OT: Freight UnitBuilding Rule
Document Type Freight order type OTTL
Freight Unit Building Strategy Specifies how consolidation iscarried out
Consolidate per Request(Compatible parts)
Process Controller Strategy ( Advanced Settings tab page)
Strategy that defines how tobuild FUs FUB_AUTO
Incompatibility Settings Not used Blank
Critical Quantity Defines the weight/volumelimits for the freight unit Gross Weight
Item Split Allowed
Indicator that specifieswhether item quantities canbe split across different freightunits
Selected
On the Planning Quantities tab page:
Field Description Row 1 Row 2 Row 3
PlanningQuantity forFreight Unit
Specifies theparameter forthe planning
Gross Weight Gross Volume Pieces
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Field Description Row 1 Row 2 Row 3
Building quantity
Unit of Measureof Split Quantity Unit of measure LB FT3 BAG
Split Quantity
Quantity limit forthe item thatforms the basisfor buildingfreight weights
40,000 0 0
RoundingQuantity
Any roundingquantity applied 1 1 1
4. Save your entries.
Result
You have created a freight unit building rule.
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Defining OTR TypesOrder-based transportation requirements (OTR) that are received from SAP ERP are mappedusing OTR document types.
PrerequisitesYou have defined a freight unit building rule or intend to do so.
Procedure
1. In Customizing for SAP Transportation Management, choose SAP CustomizingImplementation Guide SAP Transportation Management Transportation Management
Integration ERP Logistics Integration Order-Based Transportation Requirement Define Order-Based Transportation Requirement Types .
2. On the Order-Based Transportation Requirement Types: Overview screen, choose NewEntries.
3. Enter the necessary data based on the following tables.
In the header area:
Field Description Value
OTR Type ID of the OTR document type OTTL
Description Description of the OTR type tobe defined Truck Load Order
Default Type
Only one OTR type can bedefined as the default OTR
type. Select this checkbox ifthere is only one OTR typedefined in the system.
Deselected
In the Number Range Settings screen area:
Field Description Value
Number Range Interval
Number range used to assignthe numbers to the OTRtypes. We use the numberrange as indicated.
02
In the Process Control / Business Object Mode screen area:
Field Description Value
BW Relevance Indicates whether thedocument type is relevant forBW
Selected
Automatic Freight UnitBuilding
Indicates whether the freightunits are built automatically. Ifyou select this checkbox, you
Selected
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Field Description Value
must specify an FU buildingrule.
Enable Approval Workflow Indicates that the approvalworkflow is activated. Deselected
Automatic Block
Specifies whether thebusiness documents offorwarding order managementare blocked automatically.Only special creationchannels are taken intoconsideration.
Deselected
Track Changes Specifies that changes are tobe tracked Selected
EM Integration Active Selected
Event Manager Logical system of the EMsystem.
EM Web InterfaceTransaction
Specifies the object that is tobe processed in SAP EventManagement
ODT20_FU
Retention Period Retention period (in days)before archiving 30
Output Profile Print profile used for thisdocument type /SCMTMS/TRQ_FWO_PRINT
Add. Output Profile Additional output profile Blank
Propagate Changes
Specifies how information isto be transferred if changesare made to the document(such as changes toquantities, and so on)
B – Synchronous Propagationof Changes, Fallback to
Asynchronous
In the Default Values screen area:
Field Description Value
Default Weight UoM Default unit of measure for the
weight for this document typeLB
Default Volume UoM Default unit of measure for thevolume for this document type FT3
Plan on Req/Cnf Qty Planning indicator thatspecifies the quantities(planned or confirmed) to betaken into account during
01 – Plan on RequestedQuantities
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Field Description Value
planning
Planning Profile
Specifies the planning profilethat is used by the systemwhen performing planningruns and creatingtransportation proposals forbusiness documents of thistype
Blank
Freight Unit Building Rule
Rule used when buildingfreight units (if the Autom. FUBuilding checkbox is selected)
For information about definingthe FUB rule, see DefiningFreight Unit Building Rules. [Page 65]
OT_FUBR_01
FU Building Rule Condition
You can specify a conditionfor determining a freight unitbuilding rule that is used whenfreight units are created forbusiness documents of thistype.
None
4. Save your entries.
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Defining Conditions for OTR Type DeterminationWhen the SAP TM system receives a sales order, it creates an order-based transportationrequirement (OTR). This requirement must be mapped to a document in the SAP TM system,which then determines the subsequent workflow process.
In this configuration step, the OTR type is determined when an order transferred from SAP ERPto SAP TM.
Prerequisites
You have defined the OTR document types.
Procedure
1. On the SAP Easy Access screen, call transaction NWBC to open the SAP Business Client.
2. Choose Application Administration General Settings Conditions Create Condition / Edit Condition .
3. Choose Continue.
If the system issues a message stating that the condition already exists, continuethis process from the point at which you maintain values on the Decision Table tab page.
4. On the New Condition Definition screen, enter the relevant data based on the tablesbelow.
In the General Data screen area:
Field Description Value
Condition Condition type supplied by thesystem ZOTR_TYPE
Description Description of the conditiontype
OTR Type DeterminationCondition
In the Settings screen area:
Field Description Value
Condition Type Condition type supplied by thesystem /SCMTMS/OTR_TYPE
Origin of Condition Source of the conditioninformation
Condition based on BRFplusDecision Table
5. In the Decision Table of the Data Access Definition tab page, enter the following data:
Field Description Value
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Field Description Value
BseDoc. Ty. Incoming base document typeParameter: “is equal to”
Value: 114 – Sales Order
Proc Type
This respectivecolumn is availableafter saving thecondition.
Procedure type (incomingparameter)
OTTL (the document type forthe incoming order definedabove)
Parameter: “is equal to”
Value: OTTL
OTR Type
Specify the data for integrationhere – the document type thatis identified and used in SAPTM for OTR.
OTTL (defined in a previousstep)
To enter values on the Decision Table tab page, you may have to switch to edit modeand choose Insert New Row ..
6. Save your changes.
Result
You have configured the integration settings between the incoming sales document and the OTRdocument type.
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Creating Delivery ProfilesProcedure
1. In your SAP Transportation Management system, call transaction NWBC to open the SAPNetWeaver Business Client.
2. Choose Application Administration Planning General Settings Delivery Profile Create Delivery Profile .
3. Enter your data based on the following table:
Field Value
Delivery Profile OT_DELV_PRFL_STAN
Description Delivery Profile for OutsourcedTransportation
Fix Planning Results Selected
Delivery Creation Per OTR
4. Save your entries.
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Defining Tendering ProfilesYou use tendering profiles to define the process settings. For more information, see step 9 inDefining General Settings for Tendering. [Page 76]
Procedure1. On the SAP Easy Access screen, choose Application Administration Tendering
Tendering Profiles Create Tendering Profile .
2. In the General Data screen area, enter a unique ID for the profile in the Tendering Profile field (for example, OT-TEND-PROF).
3. Choose Insert Step.
The system enters a sequential step number in the Step/Carrier column.
4. Enter your data for Step 1 based on the following table:
Field Description Value
Tendering Type Determines how tendering iscarried out
Peer-to-Peer Tendering,Response Required
Tender is sent to one carrierand a confirmation is requiredfrom this carrier
Tendering Process Tendering process mode RFQ-Based, Award Automatically
Carrier Carrier Blank
Freight RFQ SequenceNumber
Freight RFQ sequencenumber Blank
Carrier Assignment Method Determines how carriers areassigned to the freight order
Get Carriers from RankingList
A ranking list is provided fromwhich carriers are selected
Relative Price Limit Relative price 100
Carrier-Specific Freight Agreement
Carrier-specific freightagreement Selected
Maximum Response Duration Maximum time within whichthe carrier must respond to anRFQ
2:00
The RFQ is confirmed in thefreight order when theprogram that checks theresponses is executed.
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Field Description Value
If you want to run thisreport manually, onthe SAP Easy Accessscreen choose
Application Administration
BackgroundReports
BackgroundProcessing ofTendering .
Visibility Settings
Defines the visibility setting forRFQ, that is, whether pricesare displayed, whether thecarrier can change the prices,and so on
OT_VIS_SET
This setting is defined in thenext chapter.
5. Choose Insert Step.
The system enters a second step in the column.
6. Enter your data for Step 2 based on the following table:
Field Description Value
Tendering Type Determines how tendering iscarried out
Broadcast Tendering – BestOffer
Tender is sent to all carriersand a confirmation is required
from each carrier
Tendering Process Tendering process mode RFQ-Based, Award Automatically
Carrier Carrier Blank
Freight RFQ SequenceNumber
Freight RFQ sequencenumber Blank
Carrier Assignment Method Determines how carriers areassigned to the freight order
Get Carriers from RankingList
A ranking list is provided fromwhich carriers are selected
Relative Price Limit Relative price 100%
Carrier-Specific Freight Agreement
Carrier-specific freightagreement Deselected
Maximum Response Duration Maximum time within whichthe carrier must respond to an
0:15
The RFQ is confirmed in the
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Field Description Value
RFQ freight order when theprogram that checks theresponses is executed.
If you want to run thisreport manually, onthe SAP Easy Accessscreen choose
Application Administration
BackgroundReports
BackgroundProcessing ofTendering .
Visibility Settings
Defines the visibility setting forRFQ, that is, whether pricesare displayed, whether thecarrier can change the prices,and so on
OT_VIS_SET
This setting is defined in thenext chapter.
7. Save your entries after maintaining the visibility settings in the next section.
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Defining General Settings for TenderingBefore tendering can be carried out, you must configure various profile settings. Some of theseprofiles and settings are used and assigned when the freight order (FOR) is configured. Thefollowing section explains each of these settings in more detail.
Procedure
1. In Customizing for SAP Transportation Management, choose SAP CustomizingImplementation Guide SAP Transportation Management Transportation Management
Freight Order Management Tendering Define General Settings for Tendering .
2. In the tree structure on the left-hand side, double-click 01 — Visibility Settings andchoose New Entries.
3. Create your entry based on the following table:
Field Description Value
Visibility Setting Unique name for the profilesetting for tendering visibility OT_VIS_SET
Vis. Stngs Desc. Description of the visibilitysettings profile
OT: VisibilitySettings
Stop Dates Visib.
Specifies whether the stopdates are displayed for thecarrier when the carrierreceives the RFQ
ER, Editable, Relevant
Price Limit Specifies whether the pricelimit set for this tender is
displayed for the carrier
RO Read Only
Subm. Price Visib.
Specifies whether the price forthis tender is displayed for thecarrier and whether the carriercan change the offer
ER, Editable Relevant
4. Save your entries.
5. Double-click 02 — Rejection Reason Codes and choose New Entries.
6. Enter your data based on the following table:
Field Description Value
Reason Here, a list is created fromwhich the carrier can select avalue to reject an RFQ
01 – No Capacity
02 – No Time
03 – No Reason to Provide
7. Save your entries.
8. Double-click 04 — Process Settings and choose New Entries.
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9. Create an entry based on the following table:
Field Description Value
Process Settings Process setting ID OT_PROCESS_SETTINGS
Tendering Manager Tendering Manager <Your user ID >
Visibility Settings Visibility settings OT_VIS_SET
Tendering Profile Tendering Profile OT-TEND-PROF
Carrier Settings
Defines the carrier selectionthat you want to use for theautomatic carrier proposal inthe tendering process. Formore information, seeDefining Carrier SelectionSettings [Page 85] .
OT_CARR_SEL_01
Max. Resp. Times [h]
Defines the maximum periodfor the carrier to respond tothe freight request forquotation (RFQ) in theseprocess-related settings
Blank
BP Calling Hours Defines whether you want totake the calling hours of yourbusiness partner into account
Deselected
Review Threshold [%]
Allows the carrier to submit aprice that deviates by thepercentage defined here fromthe price you submitted in thefreight request for quotation(RFQ)
5%
Restart Tendering
Defines that the tenderingprocess is restartedautomatically if the awardedcarrier rejects the freight order
Selected
Calculate Charges afterTendering None Deselected
10. Save your settings.
11. Double-click 05 — Communication Settings and choose New Entries. 12. Create an entry based on the following tables:
Header area:
Field Description Value
Comm. Settings Name of the communicationprofile setting to be created OT_COMM_SET
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05 — Communication Settings screen area:
Field Description Value
Trigger Alerts w/o
Subscription to Alert Category
If you select this checkbox,alerts are sent to tenderingmanagers even if they havenot subscribed to the alertcategory.
Selected
Send EDI Messages Created EDI massages for thealerts Deselected
E-Mail screen area:
Field Description Value
Send RFQ Create RFQ by e-mail Selected
Send Notification for
Canceled Tendering
Create notification for
canceled tenderingSelected
Send Notification for SentRFQs
Send notification e-mails forsent freight RFQs Deselected
Send Notification for AwardedQuotation
Create notification e-mails foraccepted freight quotations Selected
Send Notification for RejectedQuotation
Create notification e-mails forrejected freight quotations Selected
SMS screen area:
Field Description Value
Send RFQ Create RFQ by SMS Deselected
Send Notification forCanceled Tendering
Create notification forcanceled tendering Selected
Send Notification for SentRFQs
Send notification SMS for sentfreight RFQs Selected
Send Notification for AwardedQuotation
Create notification SMS foraccepted freight quotations Selected
Send Notification for RejectedQuotation
Create notification SMS forrejected freight quotations Selected
13. Save your settings.
14. Double-click 06 — Carrier-Specific Communication Settings and choose New Entries.
15. Create a new entry based on the following tables:
Header area:
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Defining Conditions for IncompatibilitiesWhen you create an incompatibility, you must also create an incompatibility condition. You useconditions to define incompatibilities between planning data by specifying condition attributes. Ifthe planning data matches the condition specified, the data is identified as incompatible.
Procedure
1. On the SAP Easy Access screen, call transaction NWBC to open the SAP Business Client.
2. Choose Application Administration General Settings Conditions Create Condition .
The New Condition Definition screen appears.
3. Enter your data based on the following settings.
Field Description Value
Condition Unique identifier OT_INC_COND_CARR
Description Description of condition OT-Incomp cond – Carrier
Condition Type Select the appropriatecondition type here /SCMTMS/INC_CARRIER
Origin of Condition Specify the origin of thecondition
Direct Business Object Access
4. Choose Continue .
5. In the Data Access Definition table, choose Create .6. Create a new data access definition based on the following entries:
Field Description Value
Data Element Used for InputHelp
This value is populatedautomatically based on yourentries in ConfiguringIncompatibility Settings [Page84] .
BU_PARTNER
Name of BO Used inCondition
BO used to obtain theinformation about the
incompatibility
/SCMTMS/SUPPLIER
Name of BO Node Used inCondition
BO node used to obtain theinformation ROOT
Name of the Field of BO Node Field used to obtain the valuefor the incompatibility PARTNER
7. Save your entries.
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8. Create the second condition based on the following attributes.
Field Description Value
Condition Unique identifier OT_INC_COND_CUST
Description Description of conditionOT-Incomp cond – Customer
Condition Type Select the appropriatecondition type here /SCMTMS/INC_TO
Origin of Condition Specify the origin of thecondition
Direct Business Object Access
9. In the Data Access Definition table:
Field Description Value
Data Element Used for InputHelp
This value is populated
automatically based on yourentries in ConfiguringIncompatibility Settings. [Page84]
/SCMTMS/PTY_CONSIGNEE
Name of BO Used inCondition
BO used to obtain theinformation about theincompatibility
/SCMTMS/TOR
Name of BO Node Used inCondition
BO node used to obtain theinformation ROOT
Name of the Field of BO Node Field used to obtain the valuefor the incompatibility CONSIGNEEID
10. Save your entries.
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Creating IncompatibilitiesYou use incompatibilities to define the compatibility of planning data that the system uses duringtransportation planning. For example:
Refrigerated goods must only be transported using an appropriate means of transport(such as refrigerated trucks)
A certain means of transport cannot be unloaded at a particular location since thelocation does not have a suitable loading ramp
Customers do not want specific carriers to load or unload goods at their locations
Incompatibilities enable you to control the assignment of freight units to transportation plans (thatis, planned transportation activities) and, in turn, the assignment of transportation plans to themeans of transport.
On the following pages, we create an incompatibility between a shipper (OT-VN-01) and a carrier(OT-CR-01).
Procedure
1. On the SAP Easy Access screen, call transaction NWBC to open the SAP Business Client.
2. Choose Application Administration Planning General Settings IncompatibilityDefinition Create Incompatibility .
3. On the New Incompatibility Definition screen, enter your data based on the followingtables.
Incompatibility Definition screen area:
Field Description ValueIncompatibility Name of the incompatibility OT_INCOMP_CAR_CUST
Description Description of theincompatibility
OT-Carrier-CustIncompatibility
Incompatibility Area Applicable TM area O5 – Carrier Selection
Incompatibility Type Further definition of theincompatibility – where is itapplicable?
81 – Carrier – TransportationOrder
Determination Method Defines how values aredetermined for theincompatibility
Condition-BasedIncompatibility
Manual Violation
System response if thisincompatibility is violated dueto a manual assignment ofvalues
Warning If Incompatibility IsViolated
Automatic Violation System response if thisincompatibility is violated due Incompatibility Must Not Be
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Field Description Value
to an automatic assignment ofvalues
Violated
Conditions screen area:
Field Description Value
First condition:
Condition
Incompatibility condition to beused. The condition can becreated directly from the link inthis field.
OT_INC_COND_CARR
Relevant Condition Result Incompatibility settingoutcome OT-CR-01
Second condition:
Condition
Incompatibility condition to beused. The condition can becreated directly from the link inthis field.
OT_INC_COND_CUST
Relevant Condition Result Incompatibility settingoutcome OT-CU-01
4. Save your entries.
More Information
For more information, see Defining Conditions for Incompatibilities [Page 80] .
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Configuring Incompatibility SettingsIncompatibility settings are used to inform SAP Transportation Management of the currentconditions for the incompatibility.
Procedure1. On the SAP Easy Access screen, call transaction NWBC to open the SAP Business Client.
2. Choose Application Administration Planning General Settings IncompatibilitySettings Create Incompatibility Settings .
3. On the New Incompatibility Settings screen, enter your data based on the following table:
In the General Data screen area:
Field Description Value
Incompatibility Settings Unique ID for theincompatibility settings OT_INCOMP_SET_001
Description Description of theincompatibility settings OT Incomp. Settings
Incompatibility Area Area in which theincompatibility is to be applied Carrier Selection
Default IncompatibilitySettings
If you select this checkbox,the system uses the defaultincompatibility settings.
Deselected
4. Choose Insert.
5. Enter your data based on the following table:
Field Description Value
Incompatibility Incompatibility defined above OT_INCOMP_CAR_CUST
Violation in Manual Planning
Action to be carried out if theincompatibility is violated andthe location from which toderive the follow-on actions
According to IncompatibilityDefinition
Violation in AutomaticPlanning
Action to be carried out if theincompatibility is violated andthe location from which toderive the follow-on actions
According to IncompatibilityDefinition
6. Save your entries.
Result
The setting is assigned to the carrier selection setting.
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Defining Carrier Selection SettingsYou use carrier settings to define the process settings. For more information, see step 15 inDefining General Settings for Tendering. [Page 76] This profile setting determines how carriersare selected.
Procedure
1. On the SAP Easy Access screen, choose SAP menu Application Administration Planning Planning Profile Settings Carrier Selection Settings Create Carrier
Selection Settings .
2. On the New Carrier Selection Settings screen, enter the settings for a general carrierbased on the following tables:
In the General Data screen area:
Field Description Value
Carrier Selection Settings Unique ID of the settingsprofile OT_CAR_SEL_02
Description Carrier selection description OT: General CarrierSelection Profile
Check Incompatibilities Indicates that incompatibilitiesare to be taken into accountwhen selecting a carrier
Selected
Incompatibility Settings Enter a profile ifincompatibilities are to be
checked
OT_INCOMP_SET_001
(For more information, see
Configuring IncompatibilitySettings [Page 84] )
Type of Carrier SelectionSettings Type of carrier General Carrier Selection
In the Other Settings screen area:
Field Description Value
Trsp. Alloc. Usage
Specify whether thetransportation allocationusage is to be activated whenthe carrier is selected
Use Transportation Allocations
BS Usage
Indicates whether thebusiness share (BS) settingsfor the carrier are to be takeninto account when selectingcarriers
Do Not Use Business Shares
Strategy Which strategy is to be usedto select the carrier?
Costs
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Field Description Value
Strategies can be based oncosts, priorities, or acombination of the two.
Carrier Cost Origin If the strategy is cost-based,this field specifies the costorigin for selecting the carrier
Use Transportation Chargesfrom TCM
On the Advanced Settings tab page:
Field Description Value
Planning Strategy Planning strategy for selectingcarriers TSPS_DEF
Optimizer Runtime
Runtime for the optimizer runused to select the carrier. Thisprevents processes from
running indefinitely.
6
Consider Manual Assignmentas Fixed
Consider this assignment asthe final carrier assigned tothe freight order
Deselected
Action for Manual Rankings
Specifies whether the manualplanning list can be enteredduring the planning processand how the manual entriesare to be handled
Remove
Overall Carrier Availability Overall carrier availability Deselected
Common Currency Currency used to calculatecosts USD
Action After Carrier SelectionRun
Action that is to be performedonce the carriers have beenselected
Automatic Tendering
Continuous Move Type
Specifies how carriers are tobe selected based on thecontinuous moveopportunities
Do Not Create ContinuousMove
Continuous Move Information
Specifies whether continuous
move possibilities are to beconsidered Selected
Reaction to CM Removal Reaction to CM removal Blank
Check Dist. and Dur.
Determines whether thedistance of the locations andthe duration of the trip are tobe taken into consideration
Deselected
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Field Description Value
Continuous Move MTr. Check
Determines whethercontinuous move means oftransport are to be taken intoconsideration
Deselected
CM Cost Recalculation forTCM
Active if continuous move isused to select carriers No Recalculation
Use Tendered Objects forOptimization
Use tendered objects foroptimization Deselected
Tender Without OptimizerResult
Tender without optimizerresult Deselected
Tendering Manager User ID of the manager<User ID of thetendering manager >
Tendering Profile Tendering profile to be usedin automatic tendering OT-TEND-PROFILE
3. Save your entries.
4. Repeat this process to create settings for the tendering profile based on the followingtables.
In the General Data screen area:
Field Description Value
Carrier Selection Settings Unique ID of the settingsprofile OT_CARR_SEL_01
Description Carrier selection description OT: CS Profile for Tendering
Check Incompatibilities Indicates that incompatibilitiesare to be taken into accountwhen selecting a carrier
Selected
Incompatibility Settings Enter a profile ifincompatibilities are to bechecked
OT_INCOMP_SET_001
(For more information, seeConfiguring IncompatibilitySettings [Page 84] )
Type of Carrier Selection
Settings Type of carrier
Carrier Selection for
Tendering
In the Other Settings screen area:
Field Description Value
Trsp. Alloc. Usage Specify whether thetransportation allocationusage is to be activated when
Use Transportation Allocations
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Field Description Value
the carrier is selected
On the Advanced Settings tab page:
Field Description Value
Planning Strategy Planning strategy for selectingcarriers TSPS_DEF
Overall Carrier Availability Overall carrier availability Deselected
5. Save your entries.
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Defining Freight Order TypesFreight orders (FOR) are used for planning, tendering, and subcontracting. They also define themajor process settings.
Prerequisites You have configured the Default FSD Type.
You have configured the tendering-related process settings and communication settings.
You can also configure the tendering-related process settings andcommunication settings at a later time. If you do so, you must remember toupdate them here.
Procedure
1. In Customizing for SAP Transportation Management, choose SAP CustomizingImplementation Guide SAP Transportation Management Transportation Management
Freight Order Management Freight Order Define Freight Order Types or entertransaction /SCMTMS/C_FOR in the command field.
2. Switch to change mode and choose New Entries.
On the New Entries: Details of Added Entries screen, enter your data based on thefollowing tables.
In the Freight Order Types screen area:
Field Description Value
Freight Order Type Unique 4-character ID of theFOR that is to be defined OTTL
Description Description of the FOR to bedefined Truck Load Order
In the Basic Settings screen area:
Field Description Value
Freight Order Can BeSubcontracted
Indicator that specifieswhether this FOR type can
use subcontracting processes
01 – Relevant forSubcontracting
Shipper/ConsigneeDetermination
Determines how the shipperand consignee partners aredetermined for this FOR
P – Determine Based onPredecessor Documents (ifthese are not unique, use thesetting for locations)
Fix Document When Saving Selected
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Field Description Value
Freight Order Can Be Deleted Specifies whether the FORcan be deleted once it hasbeen created
Selected
Enable Settelment Enables settlement Selected
Enable Charge Calculation Enables charge calclation Selected
In the Number Range Settings screen area:
Field Description Value
Time for Drawing Specifies the time at which anumber is assigned to theFOR document
Draw Number When SavingDocument
Number Range Interval Number range that is to beused for this document type 02
In the Change Controller Settings screen area:
Field Description Value
Default Change Strategy
Default strategy used fortendering behavior whenchanges are made to the FORkey fields, such as partners,quantities, and so on
DEF_CHACO
Change StrategyDetermination Cond.
Specifies the condition thatthe system is to use to
determine a change controllerstrategy at runtime.
If you have defined severalchange controller strategies,you can use a condition todetermine the appropriatechange controller strategy.
The condition type of thiscondition is/SCMTMS/CC_TOR_STRAT.
OT-CSDC-01
Quantity Tolerance Condition
Specifies the tolerances for aquantity change in a businessdocument.
The condition type of thiscondition is/SCMTMS/CC_QUAN_TOL.
OT_QTOL_01
Date Tolerance Condition Specifies the tolerances for adate change in a business
Blank
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Field Description Value
document
In the Additional Strategies screen area:
Field Description Value
Creation Strategy
Specifies tasks that thechange controller is toperform when you create oneof the following businessdocuments:
Freight order
Freight booking
Transportation unit
Freight unit
CARR_SEL
Save Strategy
Specifies tasks that thechange controller is toperform when you save thefreight order.
The strategy definition isexplained in a separate stepbelow.
Blank
Deletion Strategy
Specifies tasks that thechange controller is toperform when you delete the
freight order.
CANCEL_CAP
In the Execution Settings screen area:
Field Description Value
Execution Track. Relev.
Controls how documents aretracked.
If you want to track certaintypes of documents, choose 2(Execution Tracking) or 3(Execution Tracking withExternal Event Management). The system then sets theinitial document executionstatus to Not Started.
If you do not want to trackcertain types of documents,choose 1 (No ExecutionTracking). The system thensets the initial document
3 – Execution Tracking withExternal Event Management
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Field Description Value
execution status to NotRelevant.
Immediate Processing
Indicator that sets the statusIn Process immediately assoon as the document iscreated and saved
Selected
Check Condition “Ready forExec” Not used Blank
Propagate Execution Info Propagates the executioninformation to thepredecessor document
Deselected
In the Event Management Settings screen area:
Field Description Value
Application Object Type
Type of application object tobe tracked in the applicationsystem (required to determinewhether an application objectis relevant for EventManagement). The eventmanager processes only theevent messages for theseobjects.
ODT20_TO
Last Exp. Event Last expected event for adocument, for example, theUnload_End.
POD
In the Service Level Determination screen area:
Field Description Value
Default Service Level Default service level code forthe business document type Blank
Service Level Cond. Condition for service leveldetermination Blank
In the Default MTr Determination screen area:
Field Description Value
Default MTr for Type Specifies the default means oftransport for this freight ordertype
OT-FTL
Condition for Def MTr Name of the condition for thedefault means of transport Blank
In the Tendering Settings screen area:
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Field Description Value
Use Default Settings
Indicates that the Customizingsettings for tendering aredetermined in accordancewith the default settings
Deselected
Use Condition for Sett.Determ. Tendering ConditionDefinition
Indicates that the Customizingsettings for tendering aredetermined using conditions.
Deselected
Use Type Specific Settings
Enables you to further definethe FOR-type-specificprocesses for processsettings and communicationsettings.
Selected
Process Settings
Specifies the tenderingprocess settings.
Identifies process-relatedsettings, for example:
o Defaulttendering manager
o Maximumresponse duration
o Tenderingprofile
The section below explainsthis setting in more detail.
OT_PROCESS_SETTINGS
Communication Settings
Indicates the strategy fortendering communication.This profile is defined in aseparate stage below.
OT_COMM_SET
In the Default Units of Measure screen area:
Field Description Value
Weight Weight US Pound
Volume Volume Cubic Foot
In the Output Options screen area:
Field Description Value
Output Profile Output profile /SCMTMS/TOR_PRINT_ROAD
Add. Output Profile Additional output profile Blank
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Field Description Value
Unit function 13 – planningand execution
Unit role 1 – organization
Purchase Org.
ID of the organizational unitthat is defined as:
Unit function 2 – purchasing
Unit role 1 – organization
<Your purchasingorganization >(OT-PEORG-1)
Execution Group
ID of the organizational unitthat is defined as:
Unit function 13 – planningand execution
Unit role 3 – group
<Your executiongroup >(OT_PEGRP-1)
Purchasing Group
ID of the organizational unitthat is defined as:
Unit function 2 – purchasing
Unit role 3 – group
<Your purchasinggroup >(OT-PGRP-1)
Consider Organization Unit ofUser
Specifies that theorganizational unit of the useris to be taken into account
Deselected
Condition Condition Blank
1. Save your entries.
2. Choose Back (F3).
Result
You have defined the new freight order type.
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Defining Freight Settlement Document TypesProcedure
1. In Customizing for SAP Transportation Management, choose SAP CustomizingImplementation Guide SAP Transportation Management Transportation Management
Settlement Freight Settlement Define Freight Settlement Document Types .
2. Choose New Entries .
3. Enter your data based on the following table:
Field Value
FSD Type OTTL
Description Carrier Settlement Document
FSD Category Freight Settlement Document
No. Range Interval 01
BW Relevance Selected
Output Profile /SCMTMS/TOR_INV_PREP
Add. Output Profile /SCMTMS/SFIR_PRINT
Dynamic Determination of Output Profile Deselected
4. Save your entries.
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Charge ManagementProcess
To configure charge management, complete the following steps:
1. Defining Scales [Page 98]
2. Defining Rate Tables [Page 100]
3. Defining Calculation Sheets [Page 106]
4. Defining Freight Agreement Types [Page 110]
The charge elements used in our scenario are:
Line haul charge – based on point-to-point (location-to-location)
Fuel surcharge – based on distance (per mile rate and index-based)
Detention charges – manual charge (flat rate)
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Defining ScalesScales are parameters that you can use to specify freight rates when they are assigned to freightconditions.
Procedure1. To create a scale, open your user menu on the SAP Easy Access screen and choose
Master Data Charge Management Scales Create Scale .
2. Choose New Entries.
3. Enter the data for your scale based on the following table:
Tab Page Field Description Value
General Data
Scale Scale ID OT-SCALE-LOC
Description Description of thescale
OT – OriginLocation Scale
Scale Base
Defines the basis ofscale, for example,location, distance,duration, and so on.
LOC – Location
Items
Calculation Type Defines how the scalevalues are read
Absolute
(values are readdirectly)
Internal Location Define Location
relevant for scale
SP3100@< logicalsystem
> 4. Save your entries.
5. Create a new scale:
Tab Page Field Description Value
General Data
Scale Scale ID OT-SCALE-CUSTOMER
Description Description of thescale
OT – Customerbase scale
Scale Base Defines the basis ofscale, for example,location, distance,duration, and so on.
BP – Business partner
Items BP Number Define BusinessPartner relevant forscale
OT-CU-01
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Tab Page Field Description Value
Calculation Type Defines how the scalevalues are read Absolute
6. Save your entries.
7. Create a new scale:
Tab Page Field Description Value
General Data
Scale Scale ID OT-SCALE-REGION
Description Description of thescale OT – Regions
Scale Base
Defines the basis ofscale, for example,location, distance,duration, and so on.
Region
Items
Region Defines the regionrelevant to the scale WA
Calculation Type Defines how the scalevalues are read Absolute
8. Save your entries.
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Defining Rate TablesRates are maintained in rate tables, which use the scales specified in Defining Scales. [Page 98]
In our scenario, the following scales are assigned to the rate tables:
Rate Table Used Scales Charge Type Assigned
OT-RATE-CR-01
OT-RATE-CR-02
OT-RATE-CR-03
OT-RATE-CR-04
OT-SCALE-LOC
OT-SCALE-REGIONFB00 – Base Freight
OT-RATE-FUEL OT –SCALE-REGION FUEL – Fuel Surcharge
OT-RATE-LMPR OT-SCALE-CUSTOMER LMPR – Lumper Charges
Procedure
1. On the SAP Easy Access screen in SAP Transportation Management, choose SAPmenu Master Data Charge Management Rate Tables Create Rate TableDefinition .
2. Choose Continue.
3. On the New Table Rate Definition screen, enter a new table rate based on the followingtable:
Field Description Value
Rate Table Unique identifier for the ratetable OT-RATE-CR-01
Description Description of the table OT – FTL Rate fromLocation to Region
Charge Usage
Specifies the scenario inwhich the rate table can beused, for example, forcustomer billing integration,supplier invoice integration, ornone
Service Provider
Charge Type Here, the charge type islinked for integration with SAPERP.
FB00 – Base Freight
Value Type Absolute value
4. Choose the Scales tab page.
5. Enter the scales based on the following table:
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Field Description Value
Scale Reference
Enter the scales defined inDefining Scales [Page 98] .This activates the entries inthe rate table as specified by
the relevant sequence.
1: OT_SCALE_LOC
2: OT_SCALE_REGION
Calculation Base
Determines how the valuesare stored and calculated forthis dimension. Sources ofinformation are predefinedbased on the object.
1: SOURCELOC
2: DESTLOC_REG
6. Select each line and choose Create Scales .
7. Save your entries.
8. Choose the Dates and Values tab page.
9. Enter your data based on the following table:
Field Description Value
Valid From The date as of which the ratetable is valid Today
Valid To The date to which the ratetable is valid 2099 –12 –31
Currency Currency that is applicable forthis rate table USD
Values in Table
Once you have entered thevalidity dates, you can createtable entries for thedimension. To do so, selectthe row containing the validitydates.
Source Location:SP3100@ <logicalsystem >
Destination Region: WA
Value:
1.48 (for OT-RATE-CR-01 )
1.45 (for OT-RATE-CR-02 )
1.40 (for OT-RATE-CR-03 )
1.52 (for OT-RATE-CR-04 )
10. On the Calculation Rules tab page, enter your data based on the following table:
Field Description Value
Calculation Base Provides the calculation basefor this rate. In our rate table,the rates are specified asper/mile from source to
ACTUAL_DIST
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Field Description Value
destination locations.However, the calculation basemust be determined to applythese rates. In this case, thecalculation base is distance.
There are various bases suchas business partner role,weight, destination location,and so on.
Quantity
Defines the multiplier for thecalculation base. Forexample, the applicable ratecan be per mile or per 100miles.
1
Unit of Measure
The unit of measure specifies
the unit to which the multiplieris applied.
MI
11. Release and save your data.
12. Repeat the process to define all of your carrier-specific rate tables for the variouscarriers. In our scenario, these are:
o OT-RATE-FB00-CAR-02 (for carrier OT-CR-02 )
o OT-RATE-FB00-CAR-03 (for carrier OT-CR-03 )
o OT-RATE-FB00-CAR-04 (for carrier OT-CR-04 )
13. For the fuel surcharge, add another table based on the following data:
Field Description Value
Rate Table Unique identifier for the ratetable OT-RATE-FUEL
Description Description of the tableOT – DestinationDependent FuelSurcharge
Charge Usage
Specifies the scenario inwhich the rate table can be
used, for example, forcustomer billing integration,supplier invoice integration, ornone
Service Provider
Charge Type Here, the charge type islinked for integration with SAPERP.
FUEL – Fuel Surcharge
Value Percentage Value
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14. Choose the Scales tab page.
15. Enter the scales based on the following table:
Field Description Value
Dimension
Defines a row (x-axis) orcolumn (y-axis) in the ratetable. A rate table can containmultiple scales (up to 9).
1 for the first scale
Scale Reference
Enter the scales defined inDefining Scales [Page 98] .This activates the entries inthe rate table as specified bythe relevant sequence.
1: OT-SCALE-REGION
Calculation Base
Determines how the valuesare stored and calculated forthis dimension. Sources of
information are predefinedbased on the object.
1: DESTLOC_REG
16. Choose the Dates and Values tab page.
17. Enter your data based on the following table:
Field Description Value
Valid From The date as of which the ratetable is valid 2010 –01 –01
Valid To The date to which the ratetable is valid 2012 –12 –31
Life Cycle Status
Once the rate table is fullydefined, it must be set toReleased so that it can beused further. If the rate tableis still in process, you canleave it as Deactivated.
The system sets the valuebased on the follow-up actionusing the following menu:
Set Status Released
Currency Currency that is applicable forthis rate table USD
Values in Table
Once you have entered thevalidity dates, you can create
table entries for thedimension. To do so, selectthe row containing the validitydates.
Destination Region Location:
WA Value: 0.05
18. Release and save your data.
19. For the lumper charges, add another table based on the data below:
Field Description Value
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Field Description Value
Rate Table Unique identifier for the ratetable OT-RATE-LMPR
Description Description of the table OT – Lumper Rates
Charge Usage
Specifies the scenario inwhich the rate table can beused, for example, forcustomer billing integration,supplier invoice integration, ornone
Service Provider
Charge Type Here, the charge type islinked for integration with SAPERP.
LMPR – Lumper Charges
Value Percentage Value
20. Choose the Scales tab page.
21. Enter the scales based on the following table:
Field Description Value
Dimension
Defines a row (x-axis) orcolumn (y-axis) in the ratetable. A rate table can containmultiple scales (up to 9).
1 for the first scale
Scale Reference
Enter the scales defined inDefining Scales [Page 98] .
This activates the entries inthe rate table as specified bythe relevant sequence.
1: OT_SCALE_CUSTOMER
Calculation Base
Determines how the valuesare stored and calculated forthis dimension. Sources ofinformation are predefinedbased on the object.
SHIP_TO_PARTY
22. Choose the Dates and Values tab page.
23. Enter your data based on the following table:
Field Description Value
Valid From The date as of which the ratetable is valid 2010 –01 –01
Valid To The date to which the ratetable is valid 2012 –12 –31
Life Cycle Status Once the rate table is fullydefined, it must be set to
The system sets the valuebased on the follow-up action
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Field Description Value
Released so that it can beused further. If the rate tableis still in process, you canleave it as Deactivated.
using the following menu:
Set Status Released
Currency Currency that is applicable forthis rate table USD
Values in Table
Once you have entered thevalidity dates, you can createtable entries for thedimension. To do so, selectthe row containing the validitydates.
Ship-to Party: OT-CU-01
Value: 50.00
24. Release and save your data.
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Defining Calculation SheetsWithin a freight order or forwarding order, the applicable charges are calculated on the basis ofthe calculation sheet.
Procedure1. On the SAP Easy Access screen for SAP Transportation Management, choose SAP
menu Master Data Charge Management Calculation Sheets Create CalculationSheet .
2. Choose Continue.
3. On the New Calculation Sheet screen, enter your data based on the following tables.
In our scenario, we create four calculation sheets (one for each carrier).
On the General Data tab page:
Field Description Value
Calculation Sheet Unique identifier for thecalculation sheet to bedefined
OT-TCCS-CR-01
OT-TCCS-CR-02
OT-TCCS-CR-03
OT-TCCS-CR-04
Description Description of the calculation
sheet
OT-TCCS for CR01
OT-TCCS for CR 02
OT-TCCS for CR 03
OT-TCCS for CR 04
Charge Usage
Indicates whether thecalculation sheet is used forcustomers, vendors (carriers),both, or neither. Furthermore,indicates whether thecalculation sheet is used onlyfor decision making duringtendering, and so on.
2 – Service Provider
Items screen area:
Field Description Value
Item
Indicates the levels of thecharge elements in thecalculation sheet as well asthe descriptions derived fromthe assigned charge types
Enter your items by choosingInsert. In our scenario, we usethe following values:
Base freight ( FB00 )
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Field Description Value
Fuel surcharge ( FUEL)
Lumper charges ( LMPR)
Line No. Defines the sequence inwhich the charge types areexecuted
Entered by the system
Instruction Type
Defines the relationshipbetween charge types andhow the charges are to becalculated for each chargetype. For example, you canspecify whether the itemrepresents a total or a directcalculation of the charge.
FB00 : Standard
FUEL: Standard
LMPR: Standard
Charge Type Specify the TM charge typefor each item.
FB00
FUEL
LMPR
Description
This is a freely definabledescription and issubsequently displayed in thedocuments. We recommendthat you use descriptions thatmake sense in a number ofcontexts.
-
Mandatory Denotes the charge type asmandatory Deselected (for all of ourcharge types)
Currency Applicable currency USD (Not applicable forcharge types FUEL and LMPR)
4. Select the line for FB00.
5. In the area of the bottom of the screen, enter your data based on the followinginformation:
On the Basic Data tab page:
Field Description Value
Instruction Type Rule to indicate how thecharge item is applied for thecalculation
Standard
Description Description of the charge itemin the calculation sheet
Base Freight – DistBased
Charge Type Assigned charge type FB00
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Field Description Value
Line No . Line number of the item 20
Calculation Resolution Base
Indicates the level at whichthe calculation sheet is to be
applied. For example, it canbe applied at the header levelfor the whole freight order orat a particular stage only.
ROOT
The calculation sheet appliesto the whole document.
Calculation Method Type Calculation method type Standard
On the Rate tab page:
Field Description Value
Rate Table Assigned rate table
OT-RATE-CR-01
OT-RATE-CR-02
OT-RATE-CR-03
OT-RATE-CR-04
6. Choose Save.
7. Select the line for the fuel surcharge.
8. In the area of the bottom of the screen, enter your data based on the followinginformation:
On the Basic Data tab page:
Field Description Value
Instruction Type Rule to indicate how thecharge item is applied for thecalculation
Standard
Description Description of the charge itemin the calculation sheet Fuel Surcharge
Charge Type Assigned charge type FUEL
Line No. Line number of the item 30
Calculation Method Type Calculation method type Standard
Reference-From Line No .Reference item that forms thebasis of the calculation for thisrow
20
On the Rate tab page:
Field Description Value
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Field Description Value
Rate Table Assigned rate table OT-RATE-FUEL
9. Choose Save.
10. Select the line for the lumper charges.11. In the area of the bottom of the screen, enter your data based on the following
information:
On the Basic Data tab page:
Field Description Value
Instruction Type Rule to indicate how thecharge item is applied for thecalculation
Standard
Description Description of the charge item
in the calculation sheetLumper Charges
Charge Type Assigned charge type LMPR
Line No. Line number of the item 40
Calculation Method Type Calculation method type Standard
On the Rate tab page:
Field Description Value
Rate Table Assigned rate table OT-RATE-LMPR
12. Choose Save.
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Defining Freight AgreementsFreight agreements contain all of the information that you require to calculate freight charges.
Prerequisites
You have defined a freight agreement type. [Page 110]
Procedure
1. On the SAP Easy Access screen for SAP Transportation Management, choose SAPmenu Master Data Charge Management Freight Agreements Create Freight
Agreement .
2. On the New Freight Agreement screen, enter the relevant freight agreement type in the Agreement Type field. In our scenario, this is OTTL.
3. If the freight agreement is applicable to both carriers and customers, select the Mutual Agreement checkbox. In our scenario, this remains deselected.
4. Choose Continue.
5. On the following screen, enter your data based on the following table:
Field Description Value
Agreement Agreement ID OT-FA-CR-01
Description Description of the freightagreement FA: OT-CR-01
Purchasing Organization Default purchasing
organization
<Your purchasing
organization >
Carrier Carrier for which this freightagreement is to be defined OT-CR-01
Valid From Validity date range 2010 –01 –01
Valid To Validity date range 9999 – 12 –31
Agreement Priority Priority of the agreement 5
Document currency Agreement currency USD
6. In the Items screen area, enter your item data based on the following table:
Field Description Value
Item Number Item number 10
Calculation Sheet
Assign the calculation sheetonce only. The details fromthis sheet are copied for eachitem.
OT-TCCS-CR-01
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7. Once you have entered your data, release the freight agreement by choosing SetStatus Released .
8. Choose Save.
In our scenario, we need to create separate freight agreements for the other carriers. Thetable below shows the values for these carriers. Values for any fields not contained in thistable are the same as those entered in the freight agreement above.
Name of FreightAgreement Description Carrier Calculation Sheet
OT-FA-CR-02 FA: OT-CR-02 OT-CR-02 OT-TCCS-CR-02
OT-FA-CR-03 FA: OT-CR-03 OT-CR-03 OT-TCCS-CR-03
OT-FA-CR-04 FA: OT-CR-04 OT-CR-04 OT-TCCS-CR-04
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Defining Settlement ProfilesIn this Customizing activity, you define the profile for creating invoices. The settlement profilecomprises a set of parameters that you can use to control how the system creates invoices.
You can assign the specified settlement profile to an organizational unit in transaction/SCMTMS/TCM_FASET .
If you do not specify a settlement profile, the system uses standard default settings to createsettlement documents.
Procedure
1. In Customizing for SAP Transportation Management, choose SAP CustomizingImplementation Guide SAP Transportation Management Transportation Management
Settlement Define Settlement Profile .
2. Choose New Entries.
3. Enter your data based on the following table:
Field Description Value
Settlement Prof Settlement profile OT_SP_01
Medium Desc. Medium description Settlement Profile
Data Source Identifies the data source tobe used when creatingsettlement documents
Planned Data
Split/Cons.
Defines the split /
consolidation criteria forgenerating settlementdocuments
FSD_CREAT
Calculation Option
Specifies how the values arecalculated when the invoice iscreated. You can copy fixedcharges and recalculateothers, or copy all charges.
A Copy Fixed Charges andRedetermine Others
Collective Invoice Collective invoice Selected
4. Save your entries.
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Defining Charge Calculation ProfilesProcedure
1. In Customizing for SAP TM, choose Transportation Management Basic Functions Charge Calculation Basic Settings for Charge Calculation Define Calculation Profile .
2. Choose New Entries to create a new entry with the following data:
Field Description Value
Calculation Profile Calcution Profile OT_CLCPRF
Description Description OT: Charge CalculationProfile
Calc. Date Ty. Calcuation Date Type EET_DATE (Expected EndDate of Complete Carriage)
Calculation Level Calculation Level 1 (Calculation on HeaderLevel)
Agr. Det. Rule Freight AgreementDetermination Rule Blank
Calc Sheet Det. Rule Calculation SheetDetermination Rule Blank
Through Rate Through Rate Not selected
Dim Wt Profile Dimensional Weight Profile Blank
Dimal Wt Cond. Dimensional Weight Condition Blank
Exch. Rate Type Exchange Rate Type Blank
Data Source Data Source Actual Route
Airway Printing Airway Printing Blank
Airway Settlement Airway Settlement Blank
3. Save your entries.
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Configuring Organizational Settings for ChargeElementsProcedure
1. In Customizing for SAP Transportation Management, choose SAP CustomizingImplementation Guide SAP Transportation Management Transportation Management
Basic Functions Charge Calculation Basic Settings for Charge Calculation DefineGeneral Settings .
2. Choose New Entries.
3. Enter your data based on the following table:
Field Description Value
Org. Unit Purchasing organization unitInternal ID of OT-PORG-1 (forexample, 500000627 )
Default Purch. Org. Default purchasingorganization Blank
Default Carrier Carrier OT-CR-03
Settlement Prof Settlement profile OT_SP_01
Prof. Det. Cond Determination condition Blank
Dim Wt Profile Dimensional weight profile Blank
Sales Calculation Profile Calculation profile OT_CLCPRF
Pur. Calculation Profile Calculation profile
Local Currency Local currency USD
4. Save your entries.
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Defining Transportation AllocationsProcedure
1. On the SAP Easy Access screen, call transaction NWBC to open the SAP Business Client .
2. Choose Planning Transportation Allocation Create Transportation Allocation .
3. Enter your data based on the following tables:
In the Creation Options screen area:
Field Description Value
Transportation LaneReference Transportation lane reference Corresponding Transportation
Lane Must Exist
Overwrite Existing Buckets Overwrite existing buckets Deselected
Display Type Display type Display all
In the Trade Lanes screen area:
Field Description Value
Orientation Defines the transportationlane Along
Source Type Source type Location
Source Source SP3100< logical system >
Destination Type Destination type Zone
Destination Destination OT-US-WEST
Means of Transport Means of transport OT-FTL
Transportation Mode Code Transportation mode code No entry
In the Transportation Allocation Scope screen area:
Field Description Value
Carrier Carrier
OT-CR-01
OT-CR-02 OT-CR-03
OT-CR-04
Planning Period Planning period Monthly
Start Date Start date Actual month
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Field Description Value
End Date End date Year end
Time Zone Time zone EST
Cover Full CalendarUnits Cover full calendar units Selected
In the Buckets screen area:
Field Description Value
Sub-Bucket Distribution Sub-bucket distribution No Distribution
Unit of Measure Unit of measure LB
Minimum TAL Quantity Minimum quantity 40000
Maximum TAL Quantity Quantity that should/must notbe exceeded within planningperiod
120000
4. Choose Start .
Allocations are created accordingly.
5. Change the Maximum TAL Quantity of OT-CR-04 up to 500000 carrier in each planningperiod.
6. Choose the Save pushbutton.