SAP TM

SAP Transportation Management 8.1 System demonstration Less than Container Load Scenario

Michael Krnzler

2012 GOPA IT

System demonstration - Less than Container Load Scenario Background

Operational

This demonstration is designed on a standard transportation network used by Logistic Service Providers (LSP)

Demo flow depicts a scenario where 2 Forwarding Houses of a Logistics Service Provider in different regions collaborate to execute on an international transportation order Highlights:

Initial Booking Request with Ocean carrier

Receipt of Quotation for shipment

Multi-Modal Planning of forwarding order

Split of revenue between different payment parties (shipper and consignee)

Event Management is used to Track & Trace the Booking Orders

Technical

Scenario is based on SAP Transportation Management 8.1 system as of March 15th, 2012

Involved architecture

SAP Transportation Management 8.1

SAP Event Management 7.0 (installed as TM client)

Adobe Technology for printing function

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System demonstration - Less than Container Load Scenario Locations & Transportation Process

1. Shipper Rsselsheim, DE (A) I_SHP1_INDUSTRIAL

2. Forwarding House Frankfurt, DE (B) I_FWDH_FRA

Consolidation of LTL

3. Container Freight Station Norderstedt, DE (C)

I_CFS_HAM Deconsolidation of LTL / Consolidation of LCL

4. Port of Loading Hamburg, DE (D) I_PORT_HAM

8. Consignee Towaco, US (D) US_Mach

7. Forwarding House New Jersey, US (C) FWDH_NJ

Deconsolidation of LTL

6. Container Freight Station Cambria, US (B) CFS_NY

Deconsolidation of LCL / Consolidation of LTL

5. Port of Discharge New York, US (A) Port_NY

Pick Up & Pre-Carriage in Germany On-Carriage & Delivery in USA

Stage 10 Stage 30 Stage 20 Stage 50 Stage 40

Pick Up

Shipper > FWDH

Pre-Carriage

FWDH > CFS

Drayage Move

CFS > Port

Main-Carriage

Port > Port

Drayage Move

Port > CFS

On-Carriage

CFS > FWDH

Delivery

FWDH > Consignee

A A D C B B C D

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System demonstration - Less than Container Load Scenario Business Document flow

FWO

FU

FO FSD

Order Management

FWQ

Freight Unit Stage 10: Pick Up

Freight Unit Stage 20: Pre-Carriage

Freight Unit Stage 30: Main-Carriage

Freight Unit Stage 40: On-Carriage

Freight Unit Stage 50: Delivery

Planning Charge Management

FO FSD

FO FSD

FO FSD

FB FSD

FWSD (Prepaid)

FWSD (Collect)

FO (Drayage)

FO (Drayage)

FSD

FSD

FWQ Forwarding Quotation

FWO Forwarding Order

FU Freight Unit

FO Freight Order

FB Freight Booking

FSD Freight Settlement Document

FWSD Forwarding Settlement Document

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System demonstration - Less than Container Load Scenario Process Flow

Step 1: Create Freight Booking for container capacity

Step 2: Create Forwarding Quotation for customer

Step 3: Create Forwarding Order from Quotation

Step 4: Run Charge Calculation

Step 5: Run Planning for multi-modal network (Freight Orders)

Step 6: Create Forwarding settlement documents (Revenue side)

Step 7: Create Freight settlement documents (Cost side)

Step 8: Print Out House Bill of Lading for Freight Booking

Step 9: Track and Trace Events by Event Management System

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System demonstration - Less than Container Load Scenario Login to TM System

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System demonstration - Less than Container Load Scenario Launch NetWeaver Business Client (NWBC) Web Based User Interface

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Ocean Booking Create Ocean Freight Booking / Booking of an Container Slot on a vessel

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Ocean Booking Insert required Container and assign Ocean Carrier Schedule (Port to Port)

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Ocean Booking Search for appropriate ocean carrier schedules Port-to-Port

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Ocean Booking Vessel & Voyage Information populated

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Ocean Booking Pickup and Port Details Populated

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Ocean Booking Business Partner Info Populated

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Ocean Booking Send Booking Request to Carrier

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Ocean Booking Set Confirmation Status to Confirmed by Carrier

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Forwarding Order Management Worklist (Overview) / Create Forwarding Quotation (FWQ) from Template

Templates are leveraged to streamline order creation process and reduce manual re-entry of frequent order types

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Forwarding Order Management Check and complete Details of the new FWQ

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Forwarding Order Management Insert Pick-up Date in FWQ

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Forwarding Order Management Request a Transportation Proposal/Define Route for the FWQ

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Forwarding Order Management Select the Suitable Proposal (5 stages proposed)

Transportation Proposal will dynamically suggest different routing and scheduling options in case multiple port-to-port combinations are maintained

In this case Hamburg Port New York Port is being suggested by the system based on the requested Pick-Up Date in the Quotation

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Forwarding Order Management Stages are Populated in the FWQ

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Forwarding Order Management Worklist (Overview) / Create New Forwarding Order (FWO) from FWQ

In case customer likes to execute on a quotation Customer Service Rep would search/filter for the saved quotation Commercial Forwarding Order can easily be created with Copy function Quotations will persist in the system until archived

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Forwarding Order Management Alternative to previous step: Create FWO directly from FWQ

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Forwarding Order Management Enter Stage Type (typically automated) in the new FWO

User can manually enter Stage Type (manual planning) or let system automatically propose the path through the network Based on Incoterms Stage Types will drive settlement processes

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Forwarding Order Management Stages Types determined and populated

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Forwarding Order Management Calculate Charges on stage level

TM system is configured so that freight charges are calculated on stage-by-stage level This is configurable and e.g. could also be for door-to-door services

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Forwarding Order Management Collapsed View of Charges shows 2 Payment Parties

Collapsed view shows that 2 different business partners are being charged for services You also see that the system calculates in different currencies

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Planning & Execution FWO > Freight Unit created automatically upon Save (Basis for Planning)

A Freight Unit forms the basis for Transport Planning and can be flexibly defined In this case the Freight Unit reflects the Products

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Planning & Execution Start Transportation Cockpit out of the FWO

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Planning & Execution Select Stages and plan them on Ressources

Transportation Cockpit is the central planning transaction Freight Units on the left represent new orders, on the right already scheduled bookings and freight orders appear

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Planning & Execution Two Freight Orders (FO) are created for Pick Up (Stage 10) and Pre-Carriage (Stage 20)

System creates two Freight Orders that can be separately subcontracted to carriers

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Planning & Execution FO Detail (Pick Up)

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Planning & Execution FO Detail (Pick Up)

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Planning & Execution FO Detail (Pick Up) Document Flow

Document Flow always shows connections between different business documents, in this case starting from the Quotation to the Pick-Up Freight Order at the shipper

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Planning & Execution Drag & Drop Ocean Leg to Freight Booking (FB) -Stage 30 (Main-Carriage)

As next step the planner will allocate the Forwarding Order (Freight Unit) to the booking that was created at the beginning of the scenario

An automatic planning could automate this process

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Planning & Execution FB/Cargo Management - Detail after Planning of Stage 30 (Main Carriage)

Cargo Management tab in the Booking Order shows association of containers to container contents

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Planning & Execution FB/Document Flow - Detail after Planning of Stage 30 (Main-Carriage)

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Planning & Execution Status in the FWO after stage 10, 20 and 30 have been planned

Stages 10 till 30 have been successfully planned the status in the Freight Unit Stages quadrant reflects this with green checkmarks

Two Freight Orders and one Freight Booking reflect the planning status Planners in the Destination country could now take over and plan the on-carriage and delivery based on their local knowledge

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Planning & Execution Planning Result visible in Forwarding Order

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Charge Management Create Forwarding Settlement Document (FWSD) from Forwarding Order

After planning has been completed the financial documents can be created in this case Revenue generating documents that will be send to the Payment Parties

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Charge Management Choose Agreement Parties (both Shipper and Consignee as Payment Parties)

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Charge Management Two FWSD are created

Both shipper and consignee will receive a billing document for the services rendered

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Charge Management FWSD - Details for Consignee

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Charge Management Navigate to FO from FWO (Stage 10 Pick Up)

The demo now shows how a Freight Settlement document is being generated, in this case we will navigate to a Freight order from the original Forwarding Order

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Charge Management Carrier is automatically determined

The carrier for the Pick-Up movement was automatically determined

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Charge Management FO Charges are calculated

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Charge Management Create Freight Settlement Document (FSD) from FO

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Charge Management FSD Charge Details

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Charge Management FWO/Document Flow - Related predecessor and successor documents

At the end of Planning and Settlement Document generation process we now summarize the status in the Forwarding Order Predecessor Documents:

The original Forwarding Quotation Successor Documents:

So far only Stages 10-30 have been planned (Two Freight Orders and one Freight Booking) Only one Freight Settlement Document has been created for the Pick Up Two Forwarding Settlement Documents have been generated for the two Payment Parties

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Planning & Execution Navigate to FB from FWO/Document Flow

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Planning & Execution Create House Bill of Lading (HBoL)

SAP offers several strategies how House Bill of Ladings can be generated

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Planning & Execution Request Print of HBoL

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Planning & Execution Example HBoL Template

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Planning & Execution FB/House Bill of Lading

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Monitoring FB/Execution Tab displays Event Information

These are pre-defined events that will be populated via SAP Event Management

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System demonstration - Less than Container Load Scenario Login to SAP Event Management System

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System demonstration - Less than Container Load Scenario Event Management Track & Trace Open Web Interface

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Monitoring Event Management Track & Trace Search by FB Number

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Monitoring Event Management Track & Trace Display Event Details for FB

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Monitoring Event Management Track & Trace Report Event and Send Back to TM

In this case only the Loading Begin event is being reported This can happen manually by a person logging into SAP EM, most often it will be provided via an electronic signal

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Monitoring Event Management Track & Trace - Refresh Last Screen

The green traffic light indicates that the event happened in the pre-determined time-frame

Actual event information can be further utilized for analytical purposes

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Monitoring Event Management Track & Trace Report Delay for Ocean Booking

The next event actually incurs a delay Such un-planned events can be reported at any

point in the process and can trigger potential notifications to involved users

Enabling Management by Exception is a strength of SAP EM

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Monitoring Event Management Track & Trace Enter information and send to TM

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Monitoring Event Management Track & Trace Refresh Last Screen Again

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System demonstration - Less than Container Load Scenario Login to TM System again

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Monitoring FB/Execution Tab shows Event Information

The Booking order in TM reflects the reported events on the Execution tab

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End of demonstration Less than Container Load Scenario

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Thank you for your interest!

Questions?

[email protected]

You have seen:

An Intermodal scenario made of trucks and

ocean vessel including all the logistic stages

The process flow from Quotation to Booking

and Freight Settlement

Booking Orders are tracked & traced with Event

Management

2012 GOPA IT

Further Information

GOPA SAP TM 8.0 White Paper 2011

http://whitepapers.sapinsideronline.com/view.cfm?white_paper=631

GOPA SAP TM 8.1 White Paper 2012

Available at Supply Chain Digest

http://www.scdigest.com/TypeList.php?colid=InternalWhitePaper

GOPA IT Consultants GmbH Homepage

http://www.gopa-itc.de/leistungen/it-business-consulting/transportation-management.html

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Contact

SAP TM

Documents

Transcript of SAP TM