SAP TM - Planning and Network Tutorial

8/21/2019 SAP TM - Planning and Network Tutorial

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SAP TM 9.0 - Planning and Network Tutorial

Tutorial Version 5.7 (Monday, 29 January 2013)

Revision: Friday, 29 January 2013

SAP TM Version: SAP TM 9.0

Author Christian Knirsch


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© Copyright 2012 SAP AG. All rights reserved.

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respective logos are trademarks or registered trademarks of SAP AG in Germany and othercountries.

Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, CrystalDecisions, Web Intelligence, Xcelsius, and other Business Objects products and servicesmentioned herein as well as their respective logos are trademarks or registered trademarks ofBusiness Objects Software Ltd. Business Objects is an SAP company.

Sybase and Adaptive Server, iAnywhere, Sybase 365, SQL Anywhere, and other Sybase productsand services mentioned herein as well as their respective logos are trademarks or registeredtrademarks of Sybase Inc. Sybase is an SAP company.

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TABLE OF CONTENTS

1 INTRODUCTION ............................................................................................................................................. 6 1.1 Why this Guide? .............................................................................................................................. 6 1.2 How to Use this guide ..................................................................................................................... 6 1.3 Help ................................................................................................................................................... 6

1.4 Customizing ..................................................................................................................................... 6 1.4.1 Overview ......................................................................................................................................... 6 1.4.2 Customizing Request ..................................................................................................................... 7

2 SCENARIO ...................................................................................................................................................... 8

3 BASE CONFIGURATION ............................................................................................................................... 9 3.1 Model and Version ........................................................................................................................... 9

3.2 Organizational Model and Business Partners .............................................................................. 9

3.2.1 Overview ......................................................................................................................................... 9

3.2.2 Forwarding House ........................................................................................................................ 10 3.2.3 Sales and Purchasing Organization ............................................................................................. 11

3.3 Means of Transport ....................................................................................................................... 12 3.4 Document Types ............................................................................................................................ 14 3.4.1 Forwarding Order Type ................................................................................................................ 14

3.4.2 Freight Order Type ....................................................................................................................... 16

3.4.3 Freight Booking Type ................................................................................................................... 17 3.5 Item Type ........................................................................................................................................ 18

3.6 Schedule Type ............................................................................................................................... 19

4 MASTER DATA ............................................................................................................................................ 21

4.1 Business Partners ......................................................................................................................... 21

4.1.1 Overview ....................................................................................................................................... 21 4.1.2 Customer ...................................................................................................................................... 21

4.1.3 Carrier ........................................................................................................................................... 22

4.2 Customer ........................................................................................................................................ 23 4.2.1 Overview ....................................................................................................................................... 23 4.2.2 Example ........................................................................................................................................ 23

4.3 Transshipment Locations ............................................................................................................. 25 4.3.1 Create ........................................................................................................................................... 25 4.4 Transportation Zones .................................................................................................................... 25

4.4.1 Overview ....................................................................................................................................... 25 4.4.2 Example ........................................................................................................................................ 26 4.5 Zone Assignment .......................................................................................................................... 28

4.6 Vehicle Resources ......................................................................................................................... 29

4.6.1 Create ........................................................................................................................................... 29 4.6.2 Example ........................................................................................................................................ 30

4.7 Transportation Lanes .................................................................................................................... 31 4.7.1 Overview ....................................................................................................................................... 31 4.7.2 Create ........................................................................................................................................... 31 4.7.3 Example: Intra-Zone Lane ............................................................................................................ 32

4.8 Check the Lane Setup ................................................................................................................... 33 4.8.1 Distance Between Two Locations ................................................................................................ 33 4.8.2 Existence of Lanes ....................................................................................................................... 35

5 USING THE NWBC ....................................................................................................................................... 36 5.1 Interactive Planning ...................................................................................................................... 36

5.1.1 Creating Schedules ...................................................................................................................... 36 5.1.2 Deleting Existing Freight Units and Freight Orders ...................................................................... 37 5.1.3 Creating Ocean Forwarding Order ............................................................................................... 38


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5.1.4 Starting the Transportation Cockpit .............................................................................................. 40 5.2 Planning With the Optimizer......................................................................................................... 44

5.2.1 Planning Selected Entries ............................................................................................................ 44 5.3 Map-based Planning ..................................................................................................................... 44 5.3.1 Overview ....................................................................................................................................... 44 5.3.2 Installing and Activating Visual Business ..................................................................................... 44

5.3.2.1 Activating Map-based View ....................................................................................................... 44

5.3.2.2 Installing the AFC Whitelist Certificate ...................................................................................... 45

5.3.2.3 Specifying the Map Provider ..................................................................................................... 46

5.3.3 Starting the Map-based View in the Transportation Cockpit ........................................................ 48

5.3.4 Creating New Stages per Drag&Drop .......................................................................................... 50

5.3.5 Assigning Freight Unit to Freight Order ........................................................................................ 51 5.3.6 Assigning Freight Unit to Transshipment Location ....................................................................... 51


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1 INTRODUCTION

1.1 Why this Guide?

We believe that hands-on experience is necessary to understand and implement SAP TM. This guidehelps you to get a first glimpse of the functionality of SAP TM.

1.2 How to Use this guide

This guide contains exemplary configuration and master data. Do not use the master data andconfiguration with XX. Create your own example data and replace XX with a number or yourinitials.

1.3 Help

“TA” is used as an abbreviation for “transaction”.

Please log on to the system in ENGLISH.

1.4 Customizing

1.4.1 Overview

In Customizing, you make certain settings that, together with your master data, determine systembehavior. Frequently, you are asked to “go to Customizing” - and this is what you have to do to get toCustomizing:

1. Enter TA “SPRO”.

2. Choose the pushbutton.

You are now in customizing for SAP Transportation Management.

I hear and I forget. I see

and I remember. I do

and I understand.

Confucius


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1.4.2 Custom izing Request

Depending on your system settings, you may have to work with customizing requests.

You can create a new customizing request to store the changes you made in one system and transferthese changes to another system. Choose Own requests or - if you do not have any open requests –

choose and enter an appropriate short description in the following screen.

Save the request and press enter in the Prompt for Customizing Request screen.


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2 SCENARIO

This guide describes a scenario from Cologne to Chicago that uses two trucks and an ocean vessel.

The goods are transported from Europe to the US and the scenario allows you to select a port ofdeparture.

The involved business partners are the following:

Shipper 1 (Cologne)

Consignee 1 (Chicago)

The stages of the transport are the following:

Pre-carriage, full container load (Cologne - Bremen)

Main Carriage, port – port (Bremen - Newark)

On-carriage, full container load (Newark – Chicago)

Always do right. This will

gratify some people and

astonish the rest.

Mark Twain


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3 BASE CONFIGURATION

Most likely, an active version and model have already been created in your system.

3.1 Model and Version

As a first step, SAP TM requires you to create an active model and version in each system.

If you access your SAP TM for the first time, you have to execute the following Customizing activity.

NOTE: You can execute this Customizing activity multiple times without harming your existingsetup.

3.2 Organizational Model and Business Partners

3.2.1 Overview

The organizational model in SAP TM is independent from the organization model in SAP ERP. SAP

TM 8.1 introduced the organizational unit “Forwarding House” which can be used for purchasing andsales activities.

In Customizing for SAP Transportation Management, choose Transportation Management → MasterData → Organizational Management → Organizational Model → Create Organizational Model .

Choose the New pushbutton, define a validity period...

After all is said and done, more issaid than done.

Aesop 620 BC-560 BC


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… and enter the following data:

On the Org. data tab page, choose the pushbutton and select Org. Unit Function “Company”.

3.2.2 Forwarding Hous e

In the Staff assignment (structure) screen area, select Organizational Unit XX and choose thepushbutton. In the Choose Relationship pop-up, select Is line supervisor of .

Create the following forwarding house:

OrganizationFunction

Code Description Org UnitFunction Parent Node

Forwarding House FORW_XX Forwarding HouseXX

ForwardingHouse

ORGUNIT_XX


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To do this, switch back to the Org.data tab page and choose the New pushbutton.

3.2.3 Sales and Pu rchasin g Organization

After you've created a forwarding house, create a sales organization and a purchasing organization inthe same manner.

NOTE: You might want to write down the organization ID that the system automaticallycreates for your purchasing and sales organization (50001644 and 50001645 in this example)

because, when asked to enter the purchasing/sales organization later on in the scenario, youwill need to enter these organization IDs and NOT the codes (PURCH_XX and SALES_XX).


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3.3 Means of Transport

In Customizing for SAP Transportation Management, choose Transportation Management → MasterData → Resources → Define Means of Transport ...

… and create the following means of transport for both road transportation in Germany and the USand sea transportation.

Means ofTransport

Description ModeLow,Medium,High,and AverageSpeed

DistanceFactor

ScheduledMeans ofTransport

Multi-resource

US_XX Truck US Road 70 1 No Yes,Number10

DE_XX Truck DE Road 70 1 No Yes,Number10

SEA_XX Ocean vessel Sea 28 1 Yes No


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The standard trucks are maintained as multi-resource trucks, i.e. you can define how many actualtrucks are available per means of transport. This reduces the maintenance efforts for creating yourmaster data.

NOTE: You can only enter the number of individual resources after you have saved yourentries.

Save your entries.

NOTE: Ignore the warning that you violate the name space by simply pressing Enter.


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3.4 Document Types

3.4.1 Forwarding Order Type

In Customizing for SAP Transportation Management, choose Transportation Management →Forwarding Order Management → Forwarding Order → Define Forwarding Order Types.

Choose the New Entries pushbutton and create forwarding order type “CUXX” with the following data (see next page):


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3.4.2 Freight Ord er Type

In Customizing for SAP Transportation Management, choose Transportation Management → FreightOrder Management → Freight Order → Define Freight Order Types.

Choose the New Entries pushbutton and create freight order type “FRXX” with the following data:


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3.4.3 Freight B ook ing Typ e

In Customizing for SAP Transportation Management, choose Transportation Management → FreightOrder Management → Freight Booking → Define Freight Booking Types.

Choose the New Entries pushbutton and create freight booking type “FBXX” with the following data(see next page):


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3.5 Item Type

In Customizing for SAP Transportation Management, choose Transportation Management →Forwarding Order Management → Define Item Types for Forwarding Order Management .


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Choose the New Entries pushbutton and create item type “ITXX” with the following data:

3.6 Schedule Type

In Customizing for SAP Transportation Management, choose Transportation Management → MasterData → Transportation Network → Schedule → Define Schedule Types and create a schedule type

for an ocean carrier (port to port) schedule.


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Choose the New Entries pushbutton and create schedule type “OCXX” with the following data:


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4 MASTER DATA

4.1 Business Partners

4.1.1 Overview

Enter TA “/nBP” to create the following business partners:

Customer/Carrier Address Timezone

US_01_XX

(Customer) Street: S Clark StreetStreetnumber:1154Postalcode: 60605City: ChicagoCountry: USRegion: IL

CST

DE_01_XX(Customer) Street: Riehler Str.

Streetnumber: 37Postalcode 50668City: Cologne,Country: DE

CET

CAR_XX(Carrier)

n.a. n.a.

4.1.2 Cus tom er

The following example shows you how to create business partner “US_01_XX”.

Choose the Organization pushbutton:

Be not ashamed of mistakes and

thus make them crimes.

Confucius


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4.1.3 Carri er

After you have created your customers, create a carrier with business partner role “Carrier (New)”.


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4.2 Customer

4.2.1 Overview

Use TA “/n/SCMTMS/LOC3” to create the following customers:

Customer Address Timezone

US_01_XX Street: S Clark StreetStreetnumber:1154Postalcode: 60605City: ChicagoCountry: USRegion: IL

CST

DE_01_XXStreet: Riehler Str.Streetnumber: 37Postalcode 50668City: Cologne,Country: DE

CET

Alternatively, on the SAP Easy Access Screen for SAP Transportation Management, chooseTransportation Management → Master Data → Transportation Network → Location.

4.2.2 Examp le

The following example shows you how to create customer US_01_XX.


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NOTE: Do not forget to assign the respective business partner to the customer you just created!


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4.3 Transshipment Locations

4.3.1 Creat e

Technically, a transshipment location is a regular location, which is later assigned to another location.

Enter TA “/n/SCMTMS/LOC3” to create the following transshipment location with location type 1011:

Name Description Country Time-zone

Address

H_US01_XX Port Newark US EST Street / House Number: Tyler Street 232Postal Code/City: 07114 / NewarkCountry: US / Region: NJ

H_DE01_XX Port Bremen DE CET Street/House number: Am Rosenbusch

13Postal Code/City : 28790 BremenCountry: DE

Alternatively, on the SAP Easy Access Screen for SAP Transportation Management, chooseTransportation Management → Master Data → Transportation Network → Location.

4.4 Transportation Zones

4.4.1 Overview

Enter TA “/n/SCMTMS/ZONE” and create the following transportation zones:

Zone Included locations

US-TZ_01_XX H_US01_XX

US_01_XX

DE-TZ_02_XX DE_01_XX

H_DE01_XX

Alternatively, on the SAP Easy Access Screen for SAP Transportation Management, chooseTransportation Management → Master Data → Transportation Network → Define TransportationZone.


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4.4.2 Examp le

The following example shows you how to create transportation zone “US-TZ_01_XX”

Choose the New pushbutton and enter the following data:

Assign your destination location and your transshipment location in the US to the transportation zone.


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As a result, the transportation zone “US-TZ_01_XX” looks like that:

Transportation zone “DE-TZ_02_XX” looks like that:


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4.5 Zone Assignment

Enter TA “SCMTMS/LOC_TRANS” and assign the following transportation zones to the followingtransshipment locations:

Transportation Zone Transshipment Location

US-TZ_01_XX H_US01_XX

US_01_XX

DE-TZ_02_XX DE_01_XX

H_DE01_XX

Alternatively, on the SAP Easy Access Screen for SAP Transportation Management, chooseTransportation Management → Master Data → Transportation Network → Define TransshipmentLocation Assignment.


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4.6 Vehicle Resources

A vehicle resource is an actual vehicle that transports goods from A to B, e.g. truck “1” or ship “QueenMary”.

When you create a vehicle resource, you can assign a means of transport to it. Thus, this vehicle isavailable for this mean of transport in any planning activities.

The available capacity of a vehicle cannot be maintained for a specific period of time. If you would liketo create a vehicle with limited availability times,create shift sequences.

4.6.1 Creat e

On the SAP Easy Access Screen for SAP Transportation Management, choose Master Data →Resources → Define Resource.


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Create the following vehicle resources:

Resource Means ofTransport

Timezone Description Finite

TRUCK_US_XX US_XX CST Truck US Standard yes

TRUCK_DE_XX DE_XX CET Truck DE Standard yes

Capacity for the truck is 35 TO and 100 m3.

4.6.2 Examp le

Enter the technical name of the vehicle resource and choose the New pushbutton.

Assign one of the means of transport you created earlier to the vehicle resource.


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On the Time-Cont. Capacity tab page, enter the following data:

4.7 Transportation Lanes

A transportation lane is a direct route between source location and destination location.

4.7.1 Overview

When you create transportation lanes, you have two general options:

1. You create individual transportation lanes for each pair of locations2. You assign all your locations to a single transportation zone and create only one

transportation lane from the transportation zone to itself. This makes sense if you use IGS tocalculate the distances.

In the following, we pursue a mixed approach.

4.7.2 Creat e

Enter TA “/n/SCMTMS/TL5” and create the following transportation lanes:

Type From Location /TZone

To Location /TZone

Means ofTransport

Distance /Duration

TSPSelection

Intra-Zone Lane US-TZ_01_XX US-TZ_01_XX US_XX 100 km / 48:00 Internal costs

Intra-Zone Lane DE-TZ_02_XX DE-TZ_02_XX DE_XX 100 km / 48:00 Internal costs


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Alternatively, on the SAP Easy Access Screen for SAP Transportation Management, choose MasterData → Transportation Network → Define Transportation Lanes.

NOTE: You can change the proposed duration and distance manually.

4.7.3 Example: Intra-Zone L ane

On the Intra-Zone Lane/Loc. Transp. Lane tab page, enter the technical name of the transportationzone you want to create and choose the Create pushbutton.

In the Means of Transport screen area, choose the New pushbutton...

… and create means of transport “DE_XX” with the following data (see next page):


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Choose the pushbutton to save your entries.

4.8 Check the Lane Setup

A common problem in the setup of SAP TM is the maintenance of lanes. The following sectionsdescribe how to use two reports that allow you to determine whether two locations are directlyconnected and how far apart they are.

Unfortunately, there is currently no check which determines if two locations are connected via hubs.

4.8.1 Distance Between Two Lo cations

The transportation zone concept makes it sometimes difficult to determine the distance between twolocations within this zone.

You can use report /SCMB/TEST_DDD to determine the distance and duration between two locations.

In TA “se38”, enter /SCMB/TEST_DDD and choose the Execute pushbutton.


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NOTE: The report does not tell you whether there really is a transportation lane between the locationsspecified, it only returns distance and transport duration.


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4.8.2 Existenc e of L anes

Report /SCMB/TEST_LDDD checks whether two locations are connected by a transportation lane.The report tells you if two locations are directly connected by a transportation lane or by atransportation lane defined on transportation zone level.

In TA “se38”, enter /SCMB/TEST_LDDD and choose the Execute pushbutton.


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5 USING THE NWBC

The following activities are performed in SAP NetWeaver Business Client, the web user interface ofSAP TM. You can start it by entering TA “NWBC”.

5.1 Interactive Planning

5.1.1 Creating Sc hedules

In SAP NetWeaver Business Client, choose Master Data → Transportation Network → Schedule →Create Schedule and create a schedule with schedule type OCXX.

Enter the following data in the General Data-tab:


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Enter the following data in the Standard Port Sequence-tab and create a departure rule in theVoyages-tab by selecting a weekday.

Once you have created a departure rule, choose “Generate Voyages” in the Voyages-Tab.

As a result, you can see all the voyages that can be used for planning:

5.1.2 Deleting Ex ist ing Freigh t Units and Freight Ord ers

In TA “se38”, execute the /SCMTMS/DELETE_BOS report to delete your existing freight units andfreight orders.

NOTE: Make sure that you do not delete freight units and freight orders from other people.


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5.1.3 Creating Oc ean Forwardin g Order

In SAP NetWeaver Business Client, choose Forwarding Order Management → Forwarding Order →Create Forwarding Order…

… and enter the following data:


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Add the missing information on the General Data-tab:

In the Locations and Dates/Times tab page, enter your source location DE_01_XX and yourdestination location US_01_XX.

In the Item tab page, insert your item type “ITXX” and enter the following data:

Pieces Pieces UoM Gross Weight Gross Weigth UoM Volume VolumeUoM

1 ea 1 to 1 m3

On the Stages tab page, enter the source locations for your three stages:

DE_01_XX H_DE01_XX

H_US01_XX


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On the Charges tab page, enter the following data:

5.1.4 Start ing th e Transpo rtat ion Cock pit

In SAP NetWeaver Business Client, choose Planning → Planning → Transportation Cockpit .

On the Selection screen, choose “Selection” as your Default View and enter your master data asselection criteria.

You can add lines by choosing + and hide lines by choosing -.


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In the transportation cockpit, you plan the freight unit stages per drag&drop:

drag the FU stage for pre-carriage and drop it on the vehicle TRUCK_DE_XX

drag the FU stage for on-carriage and drop it on the vehicle TRUCK_US_XX


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drag the FU stage for main carriage and drop it on your schedule

The system creates three freight orders, one for each stage.

Save your planning results.


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5.2 Planning With the Optimizer

5.2.1 Planning Selected Entr ies

Select your freight unit stages and choose Optimizer → Selected Entries with all Resources.

The system creates three freight orders, one for each stage.

Choose the Accept pushbutton and save the result.

5.3 Map-based Planning

5.3.1 Overview

SAP TM supports interactive planning on the map. For example, you can assign freight units tovehicles and/ or to freight orders. In addition, you can add stages to existing freight units via

drag&drop.

5.3.2 Instal l ing and Activ ating Visual Busin ess

In Customizing for SAP Transportation Management, you can activate the map-based view, install the ACF Whitelist, and define your map provider.

5.3.2.1 Activating Map-based View

In Customizing for SAP TM, choose Transportation Management → Basic Functions → GeographicalMap → Define Settings for Geographical Map.


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Select the Activate Map-checkbox and save it as your georouting strategy:

5.3.2.2 Installing the AFC Whitelist Certificate

In Customizing for SAP TM, choose Transportation Management → Basic Functions → GeographicalMap →

Visual Business → ACF → Install ACF Whitelist Certificate...


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… and choose Install Certificate.

5.3.2.3 Specifying the Map Provider

In Customizing for SAP TM, choose Transportation Management → Basic Functions → GeographicalMap →

Visual Business → Maintain Application Definitions...


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...and enter your external map product and provider...

… including the URL.


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Finally, assign your map product to a map layer stack in your system.

5.3.3 Start ing the Map-based View in the Transportat io n Cock pit

From the transportation cockpit menu, choose Show Map → All ...

… to display your locations, schedules, and freight unit stages on the map:


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You can also create further forwarding orders and display them all in the same map:


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5.3.4 Creating New Stages per Drag&Dro p

Select one or more freight units. To select more than one freight unit, use the “Cnrt” key.

Drop then on an existing location. This will create new stages.


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5.3.5 Assig ning Freigh t Unit to Freight Order

Select an unplanned freight unit and drag them to an existing freight order. This assigns the freight unitto the freight order.

5.3.6 Assign ing Freight Unit to Transshipm ent Locat ion

Display the connected transshipment location on the the map via the map context menu (right mouseclick). Select Show additional hubs. Now additional transshipment locations are displayed and you can

add stages to your freight units.


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© 2012 SAP AG. All rights reserved.

SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP

BusinessObjects Explorer, StreamWork, SAP HANA, and other SAP

products and services mentioned herein as well as their respective

logos are trademarks or registered trademarks of SAP AG in Germanyand other countries.

Business Objects and the Business Objects logo, BusinessObjects,

Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and

other Business Objects products and services mentioned herein as

well as their respective logos are trademarks or registered trademarks

of Business Objects Software Ltd. Business Objects is an SAP

company.

Sybase and Adaptive Server, iAnywhere, Sybase 365, SQL

Anywhere, and other Sybase products and services mentioned herein

as well as their respective logos are trademarks or registered

trademarks of Sybase Inc. Sybase is an SAP company.

Crossgate, m@gic EDDY, B2B 360°, and B2B 360° Services are

registered trademarks of Crossgate AG in Germany and other

countries. Crossgate is an SAP company.

www sap com

SAP TM - Planning and Network Tutorial

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