Post on 20-Feb-2018
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India SAP CoE, Slide 1
SD2003 - SD Transportation &
Shipment v 1.0
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SD Transportation & Shipment
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2 TellMe
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5 HelpMe
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SD Transportation & Shipment
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Purpose
Transportation and Shipment are the essential elements inthe logistics chain. It affects both incoming and outgoinggoods.
Effective transportation planning, ensure that shipments aredispatched without delay and arrive on schedule.
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Use
The transportation function can handle planning and processing ofoutbound shipments (also inbound shipments) , thus, control andmonitor the entire process from warehouse to the customerssite.
In shipping processing, all delivery procedure decisions can be madeat the start of the process by
1. Taking into account general business agreements with your customer
2. Recording special material requests3. Defining shipping conditions in the sales order
The result is an efficient and largely automatic shipping process inwhich manual changes are only necessary under certaincircumstances.
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Challenges
Delivering on customer commitments, are increasingly critical torevenue, profitability and customer loyalty, for the transportation andlogistics providers. This is especially true in environments wherecompetition is intense, costs are rising and margins are dwindling.
By deploying workforce management technology such assophisticated dispatch, scheduling, mobile, and GPS solutions,implementing ERP packages, leading companies around the world
are dramatically improving service capabilities, competitivedifferentiation and corporate performance.
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SD Transportation & Shipment
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Transportation Process Overview
.Sales Order
Outbound Delivery
Transfer Order
Packing Station
Shipment
Post Goods Issue
Create Output
of
Delivery List
Create Output
for
packing List
Billing Document
TRANSPORTATIONPROCESS
ConfirmTransfer Order
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Transportation Planning Point
Transportation planning point consists of a group of employees responsiblefor organizing transportation activities
Each shipment is assigned to a specific transportation planning point for
transportation planning and shipment completion
The transportation planning point is assigned to a company code, butindependent of other organizational units.
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Prerequisites for TransportationFor a delivery to be relevant for transportation , the pre-requisites are asfollows:
The delivery type must be flagged as relevant for transportation inCustomizing.
All the Outbound deliveries must contain a route.
The routes of the deliveries must be flagged as relevant fortransportation in Customizing.
The transportation blocking reason in the delivery header must beblank.
The transportation planning status in the delivery is set to 'A'.
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Shipping Process Overview
Shipping processing include:
Monitoring of deadlines for reference documents due for shipping (eg, customer orders and PO)Creating and processing outbound deliveriesMonitoring goods availabilityMonitoring capacity situation in the warehouse
Support for picking (with link to the Warehouse Management System)Packing the deliveryPrinting and transmitting shipping documentsProcessing goods issueControlling through overviews of:
- deliveries currently in process- activities still to be performed- possible bottlenecks
GoodsIssue
Shipping
Document
Packing
Picking
Shipping relevant functions
Shipping Point DeterminationRoute DeterminationScheduling
Shipping Point
Monitoring Shipping due dateCreating the Delivery
.
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Shipment Types Individual Shipment
An individual shipment can have more than one delivery , one point of departure , one destination andonly one mode of transport
Collective Shipment
A collective shipment can have more than one delivery ,multiple points of departure , many destinations
but only one mode of transport
Transportation chainA transportation chain can have more than one delivery ,multiple points of departure , many
destinations and multiple modes of transport
Shipping point
Mumbai
Customer
Kolkata
Shipping point
Mumbai
Customer
Kolkata
Customer
Nagpur
Delivery 1
Delivery 2Delivery 1
Shipping point
Nagpur
Customer
ChennaiPort of Departure
Mumbai
Port of Destinati on
Chennai
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Shipment DocumentThe shipping document is the central element of transportation planning & shipment
completion. It contains all the information necessary for carrying out transportation.
We can use shipment documents to:
Combine deliveries into one inbound or outbound shipment
Specify shipment stages
Legs
Border crossing points
Load transfer points
Assign goods to handling units
Assign service agents
Specify planned transportation deadlines
Record actual transportation deadlines
Specify output required for transportation (such as shipping papers or EDImessages)
Define transport-relevant texts
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Freight Code Determination
Determining the freight code is carried out in two steps:Step 1
Automatic freight code determination uses the following criteria:
Country of origin
Shipping type (truck, rail, etc.)
Forwarding agent (forwarding agent freight group in the vendormaster)
If an external transportation planning system is being used, then thefreight code set can also be defined by the route.
Step 2
Automatic freight code determination uses the following criteria:
Freight code set Material (material freight group in the material master)
This allows you to determine the freight codes of all materials in ashipment.
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Creation of ShipmentsShipments can be created by choosing deliveries according to certain selection criteria
and then assign them to the new shipment.
Collective shipment are made to move goods from one or more points of departure to
one or more destinations. Separate document types deal with inbound and outbound
shipments.
You can use shipment documents to:
Combine deliveries into one inbound or outbound shipment
Specify shipment stages
Legs
Border crossing points
Load transfer points
Assign goods to handling unitsAssign service agents
Specify planned transportation deadlines
Record actual transportation deadlines
Define transport-relevant texts
Specify output required for transportation (such as shipping papers or EDI messages)
Delivery #---- ----
---- ----
---- ----
---- ----
Delivery #
---- ----
---- ----
---- ----
---- ----
Delivery #
---- ----
---- ----
---- ----
---- ----
Delivery #
---- ----
---- ----
---- ----
---- ----
Delivery #
---- ----
---- ----
---- ----
---- ----
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Automatic Leg DeterminationImportation characteristics for Automatic leg determination are:
Point of departure
Destination point
Service agent
Shipping type
Leg indicator
Shipment cost relevance for the leg.
Depending on the shipment type, the leg will be automaticallydetermined as soon as overall status of shipment changes toPlanning completed
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Shipment Stages & Partners For Shipment Stages
Stages contain information about the geographical factors for a shipment. Shipment
stages can include:
Legs
A beginning point and end point is defined. For example, you can define main, preliminary,
and subsequent legs.
Load transfer points
The point where a shipment is unloaded from one means of transport and loaded onto
another.
Border crossing points
The point where a shipment crosses the border.
In a leg, the partner is the forwarding agent
at a load transfer point, it is the load transfer service
provider,
and at a border crossing point, it is the customs agent.
Stagesof ShipmentBorder crossing point
A BPartner: Forwarding agent
Border crossing pointA
Partner: Customs Broker
Border crossi ng point
A
Partner: Forwardingagent
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Packing for Shipments
Packingis the process of assigning delivery items to shipping materials.This produces shipping units, which can then have more shipping materialsadded for packing.
In the standard system, two outputtypes are set up for printing:- Packing list (at delivery level)- Shipping label (at shipping unit level)
Outbound Delivery
--------------------------------
Carton 1
Carton 2
Carton 3
Carton 4
Pallet 1
Pallet 2
Container 1
.
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Text Determination For Shipment
The text determination procedures contain all the text types that can be maintained in
a text object .
The attributes of the text determination procedure vary for customer or document text
objects.
We can determine whether the text should be copied or referenced. For document
text determination procedures you we also specify whether a
1.Text should be obligatory (incompletion log)
2. Text should be determined automatically
3. Text should be displayed in the document in the text field (popup)
Text Object be longs to ?
Document---------------
Customer
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Output Determination For ShipmentsOutput is a means of communication for exchanging information between partners and systems.
We can set requirements to determine whether an output should be created, who will receive it,
and which transmission medium should be used. The information that influences output
determination is stored as master data, in the form of condition records.
Packing ListPL00
Shipping OrderSA00
Material TagWA00
Delivery Note
Quality CertificateLQCA, LQCB
Shipping Label0001
Fright ListLL00
Outbound ShippingNotification LAVA
Example of Outputtypes in Shipping
Output
Transmission Media
Printer
EDI
SAP office
TelexExternal
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SD Transportation & Shipment
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Menu Path For Shipping & Transportation -
ConfigurationSPROSAP Reference IMGLogistic Execution ShippingSPROSAP Reference IMGLogistic ExecutionTransportation
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Shipping Point & Goods Receiving Point
Determination - Configuration
Define Shipping Conditions
Define Loading Groups
Assign Shipping Point
IMGLogistic Execution ShippingShipping Point and Goods Receiving Point Determination
Shipping condition is a strategy for delivery, where, the system proposes the fastest shipping point androute.
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Define Rule for Determination of Shipping
Point - Configuration
Assign Shipping Points
IMG Logistic Execution Shipping Basic Shipping FunctionsDefine Rule for Determination of Shipping Point
Shipping Point is determined by Shipping Conditions, Loading Group and Plant . Delivery Type should bespecified with Shipping point Rule
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Define Routes - Configuration
Define Modes of Transport Define Shipping Types
IMGLogistic Execution ShippingBasic Shipping FunctionsRoutesDefine Routes
Mode of Transport is a medium, by means by which cargo is transported, such as rail, road, air, or ship.A mode of transport used for goods entering a customs territory.
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Transportation Connection Points -
Configuration
Define Routes and Stages
IMGLogistic Execution ShippingBasic Shipping FunctionsRoutesDefine Routes
Aconnection point can be one of the following:an airporta border crossinga railway station
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Text Determination - ConfigurationIMGLogistic Execution ShippingBasic Shipping FunctionsText Control
Select a text object and define the rules for text determinationfor this object.
Define the permitted Text Types for every text object.
Define the Access Sequences.
Group the text types together in Text Determination procedure.
The System then proposes the text types from the procedure when we maintain a customer master record
or a sales & distribution document.
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Route Determination Configuration
Define Transportation Zones Define Transportation Groups
Maintain Route Determination
IMG Logistic Execution Shipping Basic Shipping Functions Routes
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Shipments - Configuration
Maintain Transportation Relevance
IMG Logistic Execution Transportation Basic Transportation Functions Shipments
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Define Shipment Types - Configuration
Shipment types contain all the essential
control features for the shipment
document.
Default values, such as selection variant,
weight unit, output type
Transportation processing type, service
level and so on.
Control specifications for the partner,
output and text determination
procedures
IMG
Logistic Execution
TransportationBasic Transportation Functions Shipments
Define Shipment Types
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Maintain Transportation Planning PointIMG
Logistic Execution
TransportationBasic Transportation Functions Route
Define Routes
An organizational unit in Logistics for planning and processing transportation activities.
It organizes the responsibilities in a company according to, shipment type, mode of transport.
Defining Mode of Transportation
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Defining Shipping Types
In this activity, you define the shipping types in combination with the mode of
transport.
The shipping types can include the following:
Truck
Truck with trailer
Plane
Ship
IMG
Logistic Execution
TransportationBasic Transportation Functions RouteDefine Routes Define Shipping Types
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Shipment Execution And Monitoring
The Shipment monitor gives an overview, grouped by status, time, and date,as to how much workload exists. In this way, the transportation planner can
react quickly to situations and also have a complete overview of the overallstatus of all shipments.
Log ist ics Executio n Transportat ion Transportation Planning Lists and Log s
Shipment Proc essing Mon itor.
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Create Master Data
Create Customer Master dataLogistics Sales & Distribution Master Data Business Partners Customer Create
The customer master is where the goods will be delivered and transport to fromthe transportation point of view.
Create Vendor Master DataLogistics Material Management Purchasing Master Data Vendor Central Create
Vendor master is the business partner who may provide transportation serviceand is the business partner with whom the final transportation cost will be settledin G82.
Creating Transportation Condition Records
Logistics Logistic ExecutionMaster data TransportationShipment cost Prices
Transportation condition records are the combination of the forwarding agency and conditiontype. Normally, it stipulates the detailed pricing information, such as how much it will cost forthis forwarding agency to transport a certain weight of the goods.
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Create Delivery Order
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Create Transfer OrderA transfer order is an instruction to move materials from a source storage bin to a destination storage bin within
a warehouse complex.
Transfer orders include the following information: Material number
Quantity to be moved
Source and destination storage bin
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Confirm Transfer OrderBy confirming the transfer order, we verify the quantities removed from the warehouse.
During confirmation, it is possible to report differences in quantities. We can record the cause forthe difference in the system by entering a difference indicator.
As soon as confirmation is complete, the status of the WM activities is set to 'C', regardless of theconfirmed quantity. Only the pick quantity affects the picking status.
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Create Packing For Shipments
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Create Output For Packing List
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Create Loading Group Via
Delivery Monitor
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Create Shipment Document
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Add Deliveries To The ShipmentAdd delivery /deliveries
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Automatic Leg Determination
Depending on the shipment type, the leg will be automatically determined as
soon as overall status of shipment changes to Planning completed
The deliveries need to be assigned to the stages (Default assignment is in sort
order of the deliveries). This sorting can be manually changed.
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Post Goods Issue For ShipmentsChoose Log ist ics Executio n Outbound Process Goods Issue for Outbound Del iveryPost Good s Issue Col lect ive Processing Via Outbo und Del ivery Monito r.
We can post goods issue for an entire shipment.
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SD Transportation & Shipment
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LetMe
VL01N Create Delivery wrt Sales Order
LT01 Create Transfer Order
LT12 Confirm Transfer Order
HUPAST Picking & Packing
VL06L Create Loading Group via Delivery monitor
VT01n Create Shipment
VL02N Post Goods Issue
VL71 Create Delivery output
VL74 Create output for Packing List
Important Transaction Codes
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SD Transportation & Shipment
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Billing methods
Various billing methods are used in the shipping industry, including:
Freight on Board (FOB): free on board and means that the exporter delivers the
goods at the specified location. Example, FOB Kunming Airport (the exporter
delivers the goods at Kunming airport). Cost and Freight (C&F,CFR, CNF): With no insurance. The exporter pays the
ocean shipping/air freight costs to the specified location. Example, C&F Los
Angeles (the exporter pays the ocean shipping/air freight costs to Los
Angeles).
Cost, Insurance, and Freight (CIF): Insurance, and Freight are all paid by the
exporter to the specified location. Example, CIF Los Angeles (the exporter paysthe ocean shipping/air freight costs to Los Angeles including the insurance).