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Process documentationScheduling of SAP ERP Sales Orders in SAP TM Locate this document in the navigation structure

 

You can use the scheduling service of SAP Transportation Management (SAP TM) while creating, changing, or rescheduling sales orders in SAP ERP.

During order processing in SAP ERP, the transportation situation reflected in SAP TM is taken into account for calculating feasible dates and quantities for order items. This ensures that the sales order situation and the ATP situation are synchronized with the current situation in transportation. The resulting dates and quantities are a sound basis for subsequent activities, like material requirements planning (MRP).

The benefits of sales order scheduling are:

  • Real-time (synchronous) integration of SAP TM constraints

    You can make better and more profitable decisions. During order entry, you see accurate dates and times in the schedule lines. You can negotiate with the customer on the phone. Based on real knowledge, you can reduce time buffers and safety buffers.

  • In case of critical ATP situations, you are able to better use the resources, and you need less buffer.

  • You can serve more customers and increase delivery reliability.

Restrictions:

  • SAP TM does not support integration with ATP in SAP Supply Chain Management (including GATP (Global Available-to-Promise)).

  • Scheduling for sales order items using product selection is not supported in SAP TM.

Prerequisites

The following settings in SAP TM are possible, which can be sales-order-scheduling-specific:

  • Determination of transportation requirement type

    There are two possibilities to determine the transportation requirement type:

    • As default value specified in Customizing for Transportation Management under   Integration   ERP Logistics Integration   Order-Based Transportation Requirement   Define Order-Based Transportation Requirement Types  

    • By changing the /SCMTMS/OTR_TYPE condition in SAP NetWeaver Business Client under   Application Administration   General Settings   Conditions   Edit Condition  .

  • Determination of freight unit building rule

    There are two possibilities to determine the freight unit building rule:

    • You can specify the freight unit building rule in the transportation requirement type.

    • You can specify a condition in the transportation requirement type. You can create this condition in SAP NetWeaver Business Client under   Application Administration   General Settings   Conditions   Create Condition  .

  • Determination of planning profile

    There are two possibilities to determine the planning profile:

    • You can specify the planning profile in the transportation requirement type.

    • You can change the /SCMTMS/PLANNING_PROFILE_TRQ condition in SAP NetWeaver Business Client under   Application Administration   General Settings   Conditions   Edit Condition  .

In the SAP ERP system, you have made the following settings:

  • You have carried out all required steps for asynchronous integration of SAP TM order integration. For more information, see Configuring Integration of Orders and Deliveries.

  • You have activated the delivery and transport scheduling in Customizing for SAP ERP under   Sales and Distribution   Basic Functions   Delivery Scheduling and Transportation Scheduling   Define Scheduling by Sales Document Type  .

  • If you require an ATP check, you have maintained the standard ATP Customizing in SAP ERP under   Sales and Distribution   Basic Functions   Availability Check and Transfer of Requirements  .

  • In Customizing for Integration with Other SAP Components, under   Transportation Management   Order Integration   Activate Transfer of Sales Documents  , you have done the following: For a combination of sales order type, shipping condition and sales area, you have chosen an SAP TM control key where the Sales Order Scheduling in SAP TM checkbox is selected.

Process

During sales order processing, sales order scheduling is triggered by choosing the Availability Check for Entire Document (Availability Check for Entire Document) pushbutton or the Check Group Availability (Check Group Availability) pushbutton, or by saving the document. In contrast to standard sales order processing, no scheduling and no ATP check are triggered after choosing the Enter pushbutton. Schedule lines that were generated by a previous ATP check are removed.

The SAP TM scheduling service either schedules the material availability date backwards based on a given requested delivery date, or it schedules the delivery date forwards based on a given material availability date.

The following figure shows the standard process for scheduling sales orders in SAP ERP with transportation planning in SAP TM, and is followed by a description of the process. How this scheduling process can be used in ERP-TM order integration is described in subsequent sections.

This graphic is explained in the accompanying text.

  1. Call SAP TM scheduling service (SAP ERP)

    SAP ERP sends the requested delivery dates and quantities to SAP TM.

  2. Perform backward scheduling (SAP TM)

    During backward scheduling, SAP TM performs transportation planning by temporarily creating a transportation requirement and freight units to schedule material availability dates.

    The corresponding material availability dates are sent to SAP ERP, and the schedule lines can be split due to a freight unit split, for example.

    In the case of a changed sales order, the result from an already existing transportation plan is read from the updated freight orders (if possible), or a new transportation planning is triggered.

  3. Perform ATP check (SAP ERP, optional)

    If ATP check is enabled, SAP ERP performs the availability checks and calls the SAP TM scheduling service again with new material availability dates and confirmed quantities.

  4. Perform forward scheduling (SAP TM, optional)

    During forward scheduling, SAP TM performs transportation planning by temporarily creating a transportation requirement and freight units to schedule delivery dates.

    The corresponding delivery dates are sent to SAP ERP.

    In the case of a changed sales order, the result from an already existing transportation plan is read from the updated freight orders (if possible), or a new transportation planning is triggered.

  5. Check availability control screen (SAP ERP, optional)

    This screen is shown depending on the Customizing settings in SAP ERP and the availability situation.

    If you manually change delivery dates, SAP TM forward scheduling is called again.

  6. Perform forward scheduling (SAP TM, optional)

    This step is only performed if you made manual changes.

    The procedure itself is the same as in step 4.

  7. Write results back to schedule lines (SAP ERP)

Note Note

In addition to the material availability date and delivery date, SAP TM also determines the loading date, goods issue date, and transportation planning date.

End of the note.

More Information

For more information about sales order scheduling in SAP ERP, see SAP Help Portal at   http://help.sap.com   SAP ERP Central Component   Logistics   Logistics – General (LO)   Integration of SAP ERP with SAP Transportation Management (SAP TM)   Integration: Order and Delivery Processing – SAP TM   Scheduling of Sales Orders (LO-TM)  .