Reiner Jabbar IBU Transportation & Logistics January … · SAP Transportation Management 8.1...
Transcript of Reiner Jabbar IBU Transportation & Logistics January … · SAP Transportation Management 8.1...
SAP Transportation Management 8.1LCL Ocean Freight Scenario
Reiner JabbarIBU Transportation & LogisticsJanuary 2012
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Agenda
1. Scenario Overview
2. Elements of the Scenario1. Organizational Data Setup2. Master Data Setup3. Ocean Freight Prebooking4. Forwarding Order Management5. Freight Order Planning, Execution, and Monitoring6. Load Building – Container Consolidation7. Forwarding Order Settlement – ERP Billing8. Freight Order Settlement – ERP Invoicing
3. Summary
4. Available configuration guides and documentation
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LCL Ocean Freight - Scenario Overview
Multimodal LCL * Transport - from forwarding order processing, ocean carrier booking, freight planning, execution & tracking to order settlement
Pre-carriage via scheduled FTL trucking company from station to CFS. Loading of container (20 foot standard dry ) at CFS. Drayage of container via fixed trucking shuttle to port-of-loading
Pickup from shippers of individual LTLshipments.
Main carriage ocean transportation via ocean liner using pre-booked freight capacity
Shippers (Tokyo Region,Japan)
Pickup
Main Carriage
Freight ForwarderStation(Tokyo, Japan )
Port-of-Loading(Yokohama Japan)
Freight ForwarderCFS(Yokohama, Japan )
Pre-carriage
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Agenda
1. Scenario Overview
2. Elements of the Scenario1. Organizational Data Setup2. Master Data Setup3. Ocean Freight Prebooking4. Forwarding Order Management5. Freight Order Planning, Execution, and Monitoring6. Load Building – Container Consolidation7. Forwarding Order Settlement – ERP Billing8. Freight Order Settlement – ERP Invoicing
3. Summary
4. Available configuration guides and documentation
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Overall Scenario Process Flow
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ForwardingHouse
Organizational Units Structure
Company code
OrganizationLevel
Office Level
SalesPurchasing
InterforwardersStation Nagoya
Japan
InterforwardersStation Tokyo
Japan
Operations
InterforwardersStation
Hiroshima,Japan
InterforwardersTokyo, Japan
CC 5000
InterforwardersPurchasing
Japan
InterforwardersSales Japan
InterforwardersOperations
Japan
EnterpriseEnterpriseInterforwardersTokyo, Japan
InterforwardersCFS Yokohama,
Japan
Organization units are used to represent the organizational structure of a company
A company may be structured from different points of view like sales, planning & execution or purchasing
In this scenario the new organizational unit Forwarding House was used, andcombines these 3 views into one.
The Forwarding House depicts a station or business unit. .
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Agenda
1. Overall Scenario Process Flow
2. Elements of the Scenario1. Organizational Data Setup2. Master Data Setup3. Ocean Freight Prebooking4. Forwarding Order Management5. Freight Order Planning, Execution, and Monitoring6. Load Building – Container Consolidation7. Forwarding Order Settlement – ERP Billing8. Freight Order Settlement – ERP Invoicing
3. Summary
4. Available configuration guides and documentation
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Master Data
Business PartnersShipper and consignees, ordering party, payer, invoicing party and othersCarriers and other vendors
Vessels and Transportation EquipmentVesselsContainers
Contracts / AgreementsCustomer contractSupplier contract ((haulage, carriers, and other service providers)
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Transport Network Elements
LocationsLocation where shipments may change themode of transportExample: port, rail ramp
Carrier ScheduleConnection of loading/unloading locations withvoyage and lay times between portsExample: Vessel loop / schedule
VoyageDetailed trip plan for a specific vessel on a loopon a specific dateDetailed cut-off, departure and arrival times
Sailing ScheduleConnection of loading/unloading locations withvoyage and waiting timesOrigin and destination are container stations, routing is done via POL, PODReference to carrier scheduleExample: CFS-CFS schedule of forwarders
Default routeDefinition of a route consisting of multiple schedules which is used as standard route between two portsExample: Route from Station Tokyo to Station Phoenix with transshipment in Long Beach
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Sailing Schedule CFS Yokohama – CFS Los Angeles
Voyage detailsSchedule data for duration, cut-
offs, CFS and port pairs
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Default Route Definition: Station Tokyo – Station Phoenix
Combines existing multi modal schedules. Used for
transportation proposals
DeterminantDeterminant if gateway needs to giveexplicit approaval
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Container Type Definition
Inside / outside measures / capacity
Temperatureconditions
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LCL Ocean Freight Charge Concept using Thru-Rates
PickupStage Type 1
Pre-CarriageStage Type 2
Main-CarriageStage Type 3
On-CarriageStage Type 4
DeliveryStage Type 5
Land Pre-Carriage FreightDimensions;•Source-Destination Location•Weight
•Toll Fee Fix: 25 USD•Fuel Surcharge 3% of Pre-Carriage Freight
Ocean FreightDimensions;•Source-Destination Location•Weight
•THC/Container: 25 USD•B/L Fee Fix: 100 USD
Land On-Carriage FreightDimensions;•Source-Destination Location•Weight
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Customer Contract / Agreement (1)
Validity Data
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Customer Contract / Agreement: Main Carriage
Calculation Sheet
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Agenda
1. Overall Scenario Process Flow
2. Elements of the Scenario1. Organizational Data Setup2. Master Data Setup3. Ocean Freight Prebooking4. Forwarding Order Management5. Freight Order Planning, Execution, and Monitoring6. Load Building – Container Consolidation7. Forwarding Order Settlement – ERP Billing8. Freight Order Settlement – ERP Invoicing
3. Summary
4. Available configuration guides and documentation
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LCL Ocean Scenario - Document Structure Export
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Ocean Freight Prebooking – General Data
Assign Booking to an existingsailing schedule
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Ocean Freight Prebooking – Assign Schedule
Select Voyage accordingto required date
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Ocean Freight Prebooking – General Data
Voyage data copied intobooking
Requirements and Org. Data
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Ocean Freight Prebooking – Ports and Detailed Capacity
POL with ETS and cut-off dates
POD withrecovery date
Detailed capacity requirements withconfirmed capacity and container types
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Ocean Freight Prebooking – Carrier Confirmation
Confirmation DataCarrier BookingNumber
Carrier BookingNumber
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Agenda
1. Overall Scenario Process Flow
2. Elements of the Scenario1. Organizational Data Setup2. Master Data Setup3. Ocean Freight Prebooking4. Forwarding Order Management5. Freight Order Planning, Execution, and Monitoring6. Load Building – Container Consolidation7. Forwarding Order Settlement – ERP Billing8. Freight Order Settlement – ERP Invoicing
3. Summary
4. Available configuration guides and documentation
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LCL Ocean Scenario - Document Structure Export
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Export Forwarding Order – General Data
Service Data
Organisational Data
Requirements Data
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Export Forwarding Order – Location & Dates
well Pickup location and date as well as destination location and
requested delivery date
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Export Forwarding Order – Stage Data
Select schedule for maincarriage ( default route )
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Forwarding Order – Select Transportation Proposal
Select appropriate proposaldefault route
Select appropriate proposalfrom default route
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Export Forwarding Order – Stage Data II
Vessel, Voyage and scheduleVessel, Voyage and scheduledata copied from default
route
Incoterm FOB is consideredIncoterm FOB is consideredwhen calculating stage-
related charges
Pre/Main/On-carriage stagesPre/Main/On-carriage stagesautomatically copied intoorder from default route
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2nd. Forwarding Order – Business Partners
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2nd. Forwarding Order Incoterm DDP – Charge Details
All Stages billed toshipper
All Stages billed toshipper
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2nd. Forwarding Order – Item Package Details
Dimensional andquantity data
Dimensional andquantity data
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2nd. Forwarding Order – Item Customs Data
Customs data
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Agenda
1. Overall Scenario Process Flow
2. Elements of the Scenario1. Organizational Data Setup2. Master Data Setup3. Ocean Freight Prebooking4. Forwarding Order Management5. Freight Order Planning, Execution, and Monitoring6. Load Building – Container Consolidation7. Forwarding Order Settlement – ERP Billing8. Freight Order Settlement – ERP Invoicing
3. Summary
4. Available configuration guides and documentation
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LCL Ocean Scenario - Document Structure Export
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Forwarding Order - Select Booking for Main Carriage
Assigned booking. Optional gateway confirmation
Select booking
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LCL Ocean Scenario - Document Structure Export
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Generate Pick Up Order From FWO
Direct creation of pickup order from Forwarding Order
Direct creation of pickup order from Forwarding Order
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Pick Up Order Overview in FWOPick up order assigned to pickup stage
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Pick Up Order – General DataDistance and durationautomatically calculated
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Pickup Order Execution : Arrival at Destination
Reporting Event: Arrivalat Tokyo StationReporting Event: Arrivalat Tokyo Station
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LCL Ocean Scenario - Document Structure Export
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Planning of Pre-Carriage ( FTL) I Selects Orders to beSelects Orders to beLoaded onto truck bydrag and drop toschedule
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Planning of Pre-Carriage ( FTL) II Freight Order for pre-Freight Order for pre-carriage FTL generatedand forwarding ordersassigned
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Pre-Carriage Freight Order : General DataOrganizational data andscheduling dataautomatically determined
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Pre-Carriage Freight Order : Sample Output Management
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Agenda
1. Overall Scenario Process Flow
2. Elements of the Scenario1. Organizational Data Setup2. Master Data Setup3. Ocean Freight Prebooking4. Forwarding Order Management5. Freight Order Planning, Execution, and Monitoring6. Load Building – Container Consolidation7. Forwarding Order Settlement – ERP Billing8. Freight Order Settlement – ERP Invoicing
3. Summary
4. Available configuration guides and documentation
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LCL Ocean Scenario - Document Structure Export
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Ocean Booking – Cargo Management Data after Loading
Assigned forwardingorders. Utilization rate as a %
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Ocean Booking – Send Shipping Instructions to Carrier
Send SI to carrier
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Ocean Booking – Stage Overview
Booking consistsof 3 stagesBooking consistsof 3 stages
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Ocean Booking – Create Pick-Up Order to Container Terminal
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Ocean Booking – Pick-Up Order to Container Terminal
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Ocean Freight Booking: Shipped-on-Board
Set status after receivingconfirmation from carrier
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Ocean Freight Booking: Event generated from SOB
Event automaticallygenerated after status set
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Monitor Pre-Alerts at Port of Destination
Worklist of OceanBookings in Transit
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Report Arrival at Port of Discharge Event
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Report Arrival at Port of Discharge Event
Arrival at PODReported
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Ocean Freight Booking - Cost Overview
Based on freightagreement withcarrier
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Agenda
1. Overall Scenario Process Flow
2. Elements of the Scenario1. Organizational Data Setup2. Master Data Setup3. Ocean Freight Prebooking4. Forwarding Order Management5. Freight Order Planning, Execution, and Monitoring6. Load Building – Container Consolidation7. Forwarding Order Settlement – ERP Billing8. Freight Order Settlement – ERP Invoicing
3. Summary
4. Available configuration guides and documentation
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Forwarding Order Settlement Document Structure
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Forwarding Order - Charge Overview
Charged as per incoterm FOB
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Forwarding Order - Create Forwarding Settlement Document
Trigger creation ofForwarding Settlement Document
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Forwarding Settlement Document Create & Transfer
Transfer to ERP Billing
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Forwarding Order Document Flow
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Corresponding ERP Billing Document
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ERP Billing Document for 2nd. Forwarding Order
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Agenda
1. Overall Scenario Process Flow
2. Elements of the Scenario1. Organizational Data Setup2. Master Data Setup3. Ocean Freight Prebooking4. Forwarding Order Management5. Freight Order Planning, Execution, and Monitoring6. Load Building – Container Consolidation7. Forwarding Order Settlement – ERP Billing8. Freight Order Settlement – ERP Invoicing
3. Summary
4. Available configuration guides and documentation
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Pick Up Order - Create Freight Settlement Document
Trigger creation ofFreight Settlement Document
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Freight Settlement Document Created
Document Hierarchy
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Freight Settlement Document Transfer
Transfer to ERP Invoicing
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Agenda
1. Scenario Overview
2. Elements of the Scenario1. Organizational Data Setup2. Master Data Setup3. Ocean Freight Prebooking4. Forwarding Order Management5. Freight Order Planning, Execution, and Monitoring6. Load Building – Container Consolidation7. Forwarding Order Settlement – ERP Billing8. Freight Order Settlement – ERP Invoicing
3. Summary
4. Available configuration guides and documentation
© 2012 SAP AG. All rights reserved. 73Confidential
LCL Ocean Scenario utilized features & functions new in SAP TM 8.1
Network Master Data & Organization: Forwarding House / Agent (One Organization which covers Sales and Purchasing Extended Location Master (UN/Locode) Enhanced schedule master data: carrier schedules, voyages, default routes, sailing schedule CFS-CFS etc.
Booking / Forwarding Order Management: Movement Attributes (Direction, Shipping Type, Movement Type) Configurable Item types (e.g. type of container)Routing (Configurable definition of stage types, Statistical stages, Differentiation between ordered and actual routing, Default routing), Stage View, Short-Cut functions to directly create job orders (execution orders)Collaboration between Bunisness units and Gateway, B/L creation, Improved visibility of execution status
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LCL Ocean Scenario - IIutilized features & functions new in SAP TM 8.1
Cargo Management: Visibility and Document Flow Subcontracting of Pick-Up/Delivery/Dray of Containers to/from Ports, Cargo Status Management, Loading, Unloading Configurable Equipment Type Data (e.g. Container)Consolidation, Deconsolidation
Prebooking / Cartage Management: Cargo Management View allowing flexible container assignmentBook from Schedule Capacity Management Enhanced status management (shipped on board, loaded, unloaded), Container Tracking (via Event Management),
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LCL Ocean Scenario - IIIutilized features & functions new in SAP TM 8.1
Forwarding and Freight Contract/Agreement Management:First steps towards Service Product Definition by introducing relevant Data and Attributes (Direction, Mode of Transport, Shipping Type, Stage Type, Service Level) External contract number Simplicity and Usability (Top-Down Maintenance including Calculation Sheet and Rate Tables, Usage of Templates to reduce data entry and increase productivity, …) Master Data Cockpit (Overview Work List showing the relevant data of the agreements including calculation sheets and rate tables)
Rate Tables: Simplicity and Usability (straight forward data entry in the rate table, e.g. all key values and scale intervals, different views, …) Performance improvements Ability to maintain rates w/ partial keys Maintenance of complex rate tables w/ different price units, currencies and calculation types
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LCL Ocean Scenario - IVutilized features & functions new in SAP TM 8.1
Calculation Sheets: Simplicity and Usability (On line item level: Validity period, shipping type, stage type, service level; relative rates; reference rate tables)
Charge Calculation: Configurable procedures (e.g. stage level calculation and “through rate and cross-stage” algorithm) Simplicity and Usability (e.g. Aggregated View per Container Type, simplified data entry in overview screen, …) Agreement determination considering organizational and business partner structures,
Customer Billing: Flexible Incoterm Split logic ( FOB, DDP examples )Credit Memo creation
Customs: Handling of Export Declarations (done by the shipper, done by the LSP)
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Agenda
1. Overall Scenario Process Flow
2. Elements of the Scenario1. Organizational Data Setup2. Master Data Setup3. Ocean Freight Prebooking4. Forwarding Order Management5. Freight Order Planning, Execution, and Monitoring6. Load Building – Container Consolidation7. Forwarding Order Settlement – ERP Billing8. Freight Order Settlement – ERP Invoicing
3. Summary
4. Available configuration guides and documentation
© 2012 SAP AG. All rights reserved. 78Confidential
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