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Shipping: Transportation
Description
In Release 3.0, transportation is a new area of functionality in the SD
module. It controls and monitors the entire transportation process as a
central element of the logistics chain.
Transportation can be used for both goods receipt and goods issue. Inbound
shipments are carried out on the goods received side in connection with the
goods purchase order and shipping notification; outbound shipments are carried
out on the sales and distribution side using sales orders and deliveries.
Transportation is integrated into the sales and distribution menu as an
independent element. It can also be reached from the shipping menu via
Environment -> Transportation.
Forms of transportation
The following processing methods have been implemented in Release 3.0:
- One or more deliveries are transported from a point of departure to a
final destination by a single mode of transport using an individual
shipment.
- One or more deliveries are transported from one or more points of
departure to one or more final destinations with a single mode of transport
using a stop-off shipment.
- In a multimodal shipment, deliveries are transported
using several modes of transport between one or more points of departure and
one or more final destinations.
Requirements for transportation:
1. In the case of outbound shipments, the
following requirements for transportation must be met:
- The delivery type must be classified in Customizing as relevant for
transportation.
- The underlying deliveries must contain a route.
- The routes for the deliveries must be classified in Customizing as
relevant for transportation.
- The shipment blocking reason must be blank in the delivery header.
If the above requirements are met, then the
status of transportation planning is set to 'A' (relevant for transportation -
Not processed) in the delivery header.
2. In the case of inbound shipments, the
following requirement for transportation must be met:
- The delivery type for the shipping notification must be classified in
Customizing as relevant for transportation.
Creating shipments
The basis of the transportation functionality is the shipment document
which contains the information necessary for communication between the
shipper, customer and any service agents.
On the initial screen for creating a shipment, you enter a transportation
planning point, a shipment type and, if necessary, a selection variant. From
the initial screen, you reach the selection screen on which deliveries can be
chosen for transportation. In this case, it is possible to use a previously
stored selection variant with the required selection criteria which reduces
the time required for data entry when you create shipments. The selection
variant can be stored in Customizing as a default value for a shipment
type.
When deliveries relevant for transportation are selected, the system
creates a shipment document in which the following functions are
available:
- Grouping of deliveries for shipment
Deliveries can be selected and assigned to a
shipment. In this way, different deliveries can be grouped together into one
shipment. It is also possible to include the same deliveries in several
shipments. If the capacity of a shipment is, for example, not exhausted, the
selection of the deliveries can be repeated and the shipment can be filled
with newly selected deliveries. Using the menu option Edit ->
Planning -> New shipment , you can create new shipments directly
from the overview screen.
The sequence of the deliveries in the shipment
simultaneously determines the itinerary. By moving the delivery (Edit
-> Planning -> Move delivery), the itinerary can be defined
later.
- Deletion of deliveries (Edit -> Planning ->
Remove)
As long as the shipment has not been planned,
deliveries can be removed again.
- Displaying overview information
Using the menu option Overview,
you can change the format of the available information depending on how you
access the information. In addition, the shipment header contains a status
list for subsequent processing.
- Creating shipment stages (see Overview -> Stages)
As soon as the planned
indicator is selected in the shipment document, the system creates shipment
stages which contain information on the geographical factors of a shipment. In
particular, the stages specify:
The deliveries are assigned to the individual
stages and displayed using leg determination. Additional destinations can be
specified on the detail screen.
The means of transport are represented as
shipping units. If items have already been partially or completely packed into
shipping units in the delivery, the shipping units are transferred from the
delivery into the shipment document. The shipping units that are already
packed can no longer be unpacked in the shipment document. However, new
shipping units can be created, and items that are not packed or are only
partially packed can be added.
- Assignment of one or more service agents
A record is kept of all service agents involved
in a shipment. In this case, a separate shipment stage can be assigned to each
service agent. In Release 3.0, only the forwarding agent partner function (SP)
can be used as a service agent.
- Specifying shipment deadlines
The start/end dates of the transportation
transaction are recorded. For further information on deadlines, see release
note "Shipping Deadlines".
- Specification of the output required for a shipment
- Storing the necessary texts
Automatic text determination is not carried out
in the shipment. The texts can be entered manually.
Subsequent processing of shipments
Shipments which have been created by selecting deliveries are further
processed with the transportation planning and processing functionality.
Since the functions of these two departments are different, different
selection screens are available for each department for selecting the
shipments. The choice of selection criteria or selection fields can be changed
if required. There are two types of subsequent processing:
- Subsequent processing by transportation planning (Shipment ->
List -> Transport Planning)
Planning chooses shipments with the aim of
planning them.
- Subsequent processing by transportation processing (Shipment ->
List -> Transport processing)
Transportation processing chooses shipments with
the aim of completing them. This also includes weighing, counting and posting
goods issue.
Note
After entering the selection criteria, you confirm your selection with the
Save function.
When the lists have been created, the functionality of both types of
subsequent processing is once again identical.
Change system parameters in customizing
The following enhancements have been made to Customizing:
1. Shipment
The shipment type contains all the essential
control features for the shipment document, such as number range and selection
variant. The standard SAP R/3 System contains shipment types for both
individual and collective shipments.
Delivery types for which you should be able to
carry out transportation functions must be classified as revelant for
transportation in Customizing.
All routes which are to be used for the shipment
must be classified as relevant for transportation in Customizing.
2. Output determination
- The condition technique has been extended to include shipment documents in
output determination: a new condition table, access sequence, condition type,
and output determination procedure have been defined for each type of
shipment.
- Output types have been set up for the partner function SP (forwarding
agent) in output control by partner function.
- New print parameters have been introduced for shipment output (condition
type ALTR).
- Separate processing programs and forms have been created for
transportation.
3. Text determination
New text types and text determination procedures
for transportation have been introduced in text determination.
4. Organizational structure
The organizational structure has been extended
to include the transportation planning point. There is no fixed assignment to
the shipping points.
5. Authorization objects
Two new authorization objects have been set up
for transportation:
- V_VTTK_TDS (authorization for transportation planning points)
- V_VTTK_SHT (authorization for shipment type)
6. Number range object
The new number range object RV_TRANSPO has been
created for transportation.
Further notes
For further information on configuring transportation, see the
Implementation Guide, Section "Transportation".
For more information on configuring the organizational structure of
transportation, see the Implementation Guide, Section
"Maintain transportation planning points" .