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Function documentationDirect Creation of Freight Documents and Selection of Schedules Locate this document in the navigation structure

 

When creating a forwarding order in SAP Transportation Management (SAP TM), you can already create freight documents, such as freight orders or freight bookings, for the transportation stages defined in this document. You can also select existing freight bookings and schedules (departures).

You can only use these functions for stages of the actual route, that is, not for stages of the ordered route.

Prerequisites

  • You have defined default freight document types for stages in Customizing. This means that you have specified which type of freight documents are to be created when you create freight documents directly from the stage view of the forwarding order.

    In this Customizing activity, you can also restrict which activities are to be possible from the user interface of the forwarding order (for example, selection of schedules).

    For more information, see Customizing for Transportation Management under   Forwarding Order Management   Forwarding Order   Define Default Freight Document Types for Stages  .

  • If you want default routes and schedules to be considered during the creation of freight documents, you have specified this in advance. For more information, see Schedule.

Features

Creation and Selection of Freight Documents

On the Stages tab of a forwarding order, you can create freight orders or freight bookings for the stages defined for the route, depending on the transportation mode. You can also select and assign a freight booking that already exists.

If a default route already exists for a stage, a freight document cannot be created directly. In this case, you can select schedules for the stages of the default route. You can then create freight documents for the stages of the actual route that were created based on the default route.

Once you have created the freight document, the document ID is displayed as a link. You can then navigate to the document.

Creation of a Freight Document for Several Stages

You can also create a freight document for several consecutive stages. The system first determines the freight document type from your Customizing settings. The system then creates a freight order or a freight booking with this document type, depending on the transportation mode. The following prerequisites apply:

  • A freight document type must be defined for each stage selected.

  • If you are creating freight orders, all selected stages must have the same freight order type.

  • If you are creating freight bookings, all selected main carriages must have the same freight booking type and the same transportation mode.

  • The following relevant data for the stage must be the same (or may not be defined):

    • Carrier

    • Voyage

    • Name of vessel

  • The status of the stages must be Unplanned.

If you create a freight booking for several stages, you can change the freight document type that has been determined and, for example, choose document types with corresponding service levels at the port of loading and port of discharge.

Selection of a Schedule

You can select schedules that already exist for the stages of a forwarding order. If a default route exists, only the schedules that are available for the stages of this route are displayed. If fixed schedules are assigned to the default route, only the options for these schedules are displayed.

Once you have selected a schedule option, the data of the schedule is copied to your actual route. If the default route contains additional stages, they are also copied to the actual route.

Remove Assignment of a Freight Document

You can also remove a freight document that you have created for one or several stages or assigned to the stage. In this case you unassign it. The link to the freight document is removed from the stage view.

If so defined in Customizing for the freight order type or the freight booking type, the freight document is canceled or deleted from the system once it has been unassigned.

Activities

  • In SAP NetWeaver Business Client, choose the Stages tab of a forwarding order.

  • Depending on the function you require, you select one or several stages and choose   Freight Document   Create   or   Freight Document   Select Freight Booking  .

    The system creates a freight document of the type that you specified in Customizing. For example, if you have defined that a freight booking is created for a transportation stage of the type main carriage with the transportation mode sea, the system takes this into account.

    If you want to select a schedule or remove the assignment, select the stage and choose the corresponding pushbutton. You can also remove the assignment of several stages to a freight document by selecting one or several of the assigned stages and choosing   Freight Document   Unassign  . If you have only selected one of the stages, the system will ask if you want to remove the assignment of all stages. Only this variant is possible.

More Information

Direct Creation of Freight Orders (detailed information specific to freight orders)

Determination of the Route