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Background documentationConfiguring Integration of Orders and Deliveries Locate this document in the navigation structure

 

This section describes the additional settings that you need to make in SAP Transportation Management (SAP TM) and in SAP ERP to integrate orders and deliveries.

Prerequisites

  • You are using SAP enhancement package 5 for SAP ERP 6.0 and have activated the ERP-TMS: Order Integration (LOG_TM_ORD_INT) business function. The SCM, Customer and Vendor Master Data Integration into BP (LOG_SCM_CUSTVEND_INT) business function is also recommended.

    Note Note

    The ERP-TMS: Order Integration (LOG_TM_ORD_INT) business function provides sales order scheduling functions. If you do not use sales order scheduling, you can activate the ERP-TMS: Basic Order Integration (LOG_TM_ORD_INT_TRQ) business function instead. It provides exactly the same functions, but without sales order scheduling.

    End of the note.
  • You have activated the Operations, Enterprise Services 2 (LOG_ESOA_OPS_2) business function, which enables you to transfer purchase orders and stock transport orders to SAP TM. The following business functions are also recommended:

    • Advanced Returns Management (OPS_ADVRETURNS_1) for transferring returns orders to SAP TM

    • Logistics S&D Simplification (SD_01) or Operations, Enterprise Services (ESOA_OPS01) for transferring sales orders to SAP TM

    For more information, see SAP Note 1530240.

  • You have set up connections between SAP ERP and SAP TM and configured SAP ERP for order creation and delivery creation.

  • You have created master data in SAP ERP and SAP TM.

    For more information about master data in SAP TM, see Master Data. For more information about using the Core Interface (CIF) to transfer master data from SAP ERP to SAP TM, see Integration via Core Interface (CIF).

    Note Note

    If you transfer master data from SAP ERP to SAP TM using CIF, and you want SAP TM to create business partners for the locations automatically when plants and shipping points are transferred, you must implement business add-ins (BAdIs) as described in the following SAP Notes:

    • SAP Note 1410353

      This SAP Note contains information relevant when transferring plants and shipping points.

    • SAP Note 1355784

      This SAP Note contains information relevant if the plant and the shipping point in SAP ERP have the same name.

    For more information, see also SAP Note 1353566.

    End of the note.

Activities

Integration of ERP Orders and Deliveries
Settings in SAP TM

To set up integration of orders and deliveries in SAP TM, you must complete the following activities:

  • In Customizing for SAP Transportation Management, choose   Transportation Management   Integration   ERP Logistics Integration   Order-Based Transportation Requirement   Define Order-Based Transportation Requirement Types  

    In this activity the following fields are of particular relevance:

    • Plan on Req/Cnf Qty

    • Automatic Freight Unit Building

    • Freight Unit Building Rule

    • FU Building Rule Condition

  • In Customizing for SAP Transportation Management, choose   Transportation Management   Integration   ERP Logistics Integration   Delivery-Based Transportation Requirement   Define Delivery-Based Transportation Requirement Types  

  • If you have specified a freight unit building rule in Customizing for an order-based transportation requirement type, you must have defined this freight unit building rule in SAP NetWeaver Business Client (NWBC) by choosing   Application Administration   Planning   General Settings   Freight Unit Building Rule   Create Freight Unit Building Rule  .

  • Define conditions for determining the corresponding order-based transportation requirement type to be used for orders. You do this by creating a condition of type/SCMTMS/OTR_TYPE in SAP NetWeaver Business Client (NWBC) by choosing   Application Administration   General Settings   Conditions   Create Condition  .

  • Define conditions for determining the corresponding delivery-based transportation requirement type to be used for deliveries. You do this by creating a condition of type /SCMTMS/DTR_TYPE in SAP NetWeaver Business Client (NWBC) by choosing   Application Administration   General Settings   Conditions   Create Condition  .

    For more information about conditions, see Condition.

  • Define a delivery profile for creating deliveries in SAP ERP. You do this in SAP NetWeaver Business Client by choosing   Application Administration   Planning   General Settings   Delivery Profile  .

    For more information, see Delivery Profile.

You must make specific settings for the change controller to handle changed and deleted orders and deliveries. For more information, see the prerequisites section in Integration of Changed and Deleted ERP Orders and Deliveries.

Settings in SAP ERP

In SAP ERP, you can display available control keys for document transfer, which you need to use for the following Customizing activities in SAP ERP. For more information about the control keys delivered by SAP, see Customizing for Integration with Other SAP Components, under   Transportation Management   Order Integration   Define Control Keys for Document Transfer  .

You must complete the activities in Customizing for Integration with Other SAP Components under   Transportation Management   Order Integration   as follows:

  1. To integrate sales orders, customer returns, and their corresponding deliveries, in the Activate Transfer of Sales Documents activity, assign a control key to your sales order document types. The control key that you assign should have the SO to TM checkbox and the Outbd Del. checkbox selected.

  2. To integrate purchase orders, stock transport orders, return purchase orders, return stock transport orders, and their corresponding deliveries, in the Activate Transfer of Purchase Orders activity, assign a control key to your purchasing document types. The control key that you assign should have the PO to TM checkbox and the Inbd Del. checkbox selected.

For information about the necessary message control settings in SAP ERP, see SAP Library for SAP ERP Central Component at http://help.sap.com under    SAP ERP Enhancement Packages   ERP Central Component Enhancement Package 5   SAP ERP Central Component   Logistics   Logistics - General (LO)   Integration of SAP ERP with SAP Transportation Management (LO-TM)   Integration: Order and Delivery Processing - SAP TM   Requirements for Order and Delivery Integration  .

Integration of ERP Orders Without Sending Deliveries to SAP TM

To configure this variant of integration, in your SAP ERP system, you make settings for orders such that corresponding deliveries are not sent to SAP TM. You make these settings as follows in the SAP ERP system:

In Customizing for Integration with Other SAP Components, under   Transportation Management   Order Integration   Activate Transfer of Sales Documents   and Activate Transfer of Purchase Orders, assign a control key to the sales document type and the purchasing document type respectively. The control keys that you assign should not have the delivery checkboxes selected.

Integration of ERP Deliveries Without Sending Orders to SAP TM

To configure this variant of integration, in your SAP ERP system, you make settings for deliveries such that the preceding order documents are not sent to SAP TM. You make these settings as follows in the SAP ERP system:

In Customizing for Integration with Other SAP Components, under   Transportation Management   Order Integration   Activate Transfer of Delivery Documents  , assign your control key to the delivery types. The control keys that you assign should not have the SO to TM checkbox or the PO to TM checkbox selected.

Integration of SAP ERP Sales Orders (Scheduling)

To configure this variant of integration, in your SAP ERP system, you make settings for orders such that transportation scheduling is done in SAP TM. For more information about the prerequisites, see Scheduling of SAP ERP Sales Orders in SAP TM.

More Information

For information about the business functions mentioned above, see SAP Library for SAP ERP at http://help.sap.com/erp under   SAP ERP Enhancement Packages   ERP Central Component Enhancement Package 5   Business Functions   Business Functions in SAP ERP   Enterprise Business Functions   Logistics  .