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Process documentationConfirmation and Completion of a Forwarding Order Locate this document in the navigation structure

 

After you have created and edited a forwarding order in SAP Transportation Management (SAP TM), you can confirm the data to the ordering party. You can execute the confirmation based on the following data:

  • Data communicated by the ordering party

  • Data entered manually or changed data

  • Data planned by the system

Prerequisites

See Creation of a Forwarding Order.

In particular, you have defined the default confirmation type in Customizing for the document type, in other words, you have defined which data the confirmation to the customer is to be based upon. You have also defined whether the confirmation is to occur automatically upon saving. For more information, see Customizing for Transportation Management under   Forwarding Order Management   Forwarding Order   Define Forwarding Order Types  .

Process

The following section contains a description of an example process for forwarding order confirmation:

  1. Manual Confirmation

    If the confirmation was not already sent to the ordering party automatically upon saving the forwarding order as according to the Customizing settings, you confirm the order manually. You have the following options:

    • You enter the dates and quantities in the confirmation-relevant fields in the forwarding order, and select the Confirm option in the Follow-On Actions menu.

    • You choose Confirm and let the system enter the dates and times from the ordering party data or planning data into the confirmation fields in the forwarding order, as according to the Customizing settings.

    Note Note

    If you have configured Customizing so that the confirmation occurs based on the planning data, a confirmation is only possible if complete planning data is available for the forwarding order. This means that the life cycle status of the forwarding order must be Planned, In Execution, or Completed.

    End of the note.

  2. Sending and Printing the Confirmation

    The system automatically sends the confirmation to the ordering party. The sending type (for example, fax, e-mail) depends on your Customizing settings. You can also print out the forwarding order confirmation as a document. In the output history, you can display which confirmation documents were already printed or sent.

  3. Changes After the Confirmation

    You can also make changes to the forwarding order even if you have already send a confirmation to the ordering party. The status of the order changes back to Not Confirmed, and you have to repeat the confirmation.

    For more information about the effects of changes to the forwarding order on subsequent planning processes, see Processing of Changes and Deletion of Forwarding Orders and Forwarding Quotations.

  4. Completing the Forwarding Order

    The system only assigns the status Completed to the forwarding order if the associated freight orders have been executed. If you have allowed the invoicing of the forwarding order in Customizing, the invoicing must also have been completed.

  5. Archiving the Forwarding Order

    Once the forwarding order has been closed or canceled, you can archive this business document. For more information, see Archiving of Business Documents for Forwarding Order Management (TM-FWM).

More Information

Background Processing: Confirmation