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When you create a forwarding order or a forwarding quotation in SAP Transportation Management (SAP TM), you can also already specify the route requested by the ordering party. Additionally, you can define the route in more detail manually, as well as edit the requested route.

To do this, you can enter the individual stages of the route in the forwarding order or the forwarding quotation. The system then considers the route during further transportation planning and settlement. If required, you can also have the system determine the route and then copy the result to your order or quotation. The result of transportation planning done at a later time is also displayed in the forwarding order.

Prerequisites

Along with the general settings for a forwarding order or a forwarding quotation, you have made the following settings in Customizing:

  • You have defined stage types. In doing so, you define whether a stage is a pre-carriage, main carriage or on-carriage. This categorization is required for the processes that follow, such as charge calculation, settlement, and the creation of freight documents.

  • If required, you have specified which transportation modes for certain stage types are allowed. You can also define a default transportation mode for a stage type.

  • You have defined movement types. In doing so, you specify the stage for which the logistics service provider is responsible as well as which stage types are allowed for a forwarding order or a forwarding quotation.

  • If required, you have specified which stage types for a movement type are allowed and required. You can also predefine the sequence that is to be allowed for stages of certain types.

For more information, see Customizing for Transportation Management under   Basic Functions   Type Codes and Role Codes   General Type Codes and Role Codes   and the following Customizing activities:

  • Define Stage Types

  • Define Allowed Transportation Mode for Stage Types

  • Define Movement Types

  • Define Stage Type Sequence for Movement Types

In Customizing you have also defined default agreement party types for a combination of the stage type and Incoterm. The system uses this information to automatically determine agreement parties for stages. For more information, see Customizing for Transportation Management under   Forwarding Order Management   Define Default Agreement Party Types for Stages  .

If you want to work with Standard Carrier Alpha Codes (SCACs) for carriers, you have defined this in the business partner master data (see Definition of Business Partners). You can also specify SCACs in Customizing for the display in the input help. For more information, see Customizing for Transportation Management under   Basic Functions   Type Codes and Role Codes   Master-Data-Related Type Codes and Role Codes   Define Standard Carrier Alpha Codes  .

Features

Ordered Route

On the tab page or in the assignment block for stages of the forwarding order or forwarding quotation, you can enter stages of the route requested by the ordering party under Ordered Route. If you have already entered the source and destination locations on the Locations and Dates/Times tab, this is displayed as a Complete Carriage. Otherwise you enter the source and destination locations on the Complete Carriage line of your route. The system then automatically transfers this data to the general data on the Locations and Dates/Times tab.

To create additional transportation stages for the ordered route, you have the following options:

  • As intermediate stages of the complete carriage

    If the route only consists up to now of a source location and a destination location and you would like to add an intermediate location, select the Complete Carriage line and choose Insert. The system inserts two further lines with stages in the table. The system copies the data for the source location and the dates of the complete carriage for the first transportation stage, and it leaves the destination location data empty. For the second transportation stage, the system copies the data of the destination location and leaves the source location data empty.

    You can enter the new source location data and the destination location data accordingly in the empty fields. If the complete carriage went up to now from location A to location C, you now have, for example, one transportation stage from A to B and a second one from B to C.

  • As additional stages for already existing stages

    You select the line of an existing stage and choose Insert. The system divides this line into two lines and proceeds as described above.

You can also hide the ordered route on the user interface.

Actual Route

Manual entry of the actual route

Separate from or in addition to the route requested by the ordering party, you can also enter the actual route. You can also have the system determine the actual route with Define route and have it copied to the table of the stages. If you only copy the route determined by the system as a suggestion, you can still later make changes. To create the actual route, it is not a prerequisite that the items and freight units already exist in your forwarding order or forwarding quotation.

Depending on your Customizing settings as well as the entries made in the header data of the forwarding order or forwarding quotation, certain data for your stages is already displayed as follows:

  • Movement type and traffic direction

    You enter the movement type and traffic direction in the header data for the whole business document. Depending on your settings for the movement type, certain stages of the actual route are displayed automatically. Additionally, the stage types that you can enter may be restricted. Along with the traffic direction (export or import), the movement type also determines the transportation stages for which you, as the logistics service provider or document processor, are responsible. This is displayed with the stage status.

  • Transportation mode

    You enter the transportation mode in the header data for the whole business document. However, it only refers to the main carriage (or the main carriage stages) of the route. If you enter the transportation mode manually for a stage or if you have defined it for the stage type in Customizing, the system considers the entries in the following sequence:

    1. Manual entry for the stage

    2. Customizing settings for the stage type

    3. Transportation mode in the header data

  • Agreement party and agreement type

    The system uses the stage type and the Incoterms entered in the header data to automatically determine the agreement party and the agreement party type, thereby determining the responsibility for settlement.

  • SCAC

    If you enter an SCAC and no carrier, the related carrier is determined in the subsequent planning processes. If you enter a carrier directly, the system automatically determines the related SCAC and enters the value in the corresponding field of the stage.

    For more information see Carrier Categorization.

If the transportation stage is checked by the planning and execution organization, the system determines an organization interaction status (for example, from the default route). For more information, see Interaction Between Organizational Units.

You can also determine the detailed route data by selecting a schedule and copying it to your actual route data. For more information, see Direct Creation of Freight Documents and Selection of Schedules.

Actual route as the result of transportation planning

If you have performed transportation planning based on the forwarding order (see Editing of a Forwarding Order), the actual route is displayed under Actual Route.

As an alternative to transportation planning, you can create freight orders and freight bookings directly from the forwarding order for the stages of the route. The freight document ID as well as other related data, such as information about the ship connections, are displayed for each stage. For more information, see Direct Creation of Freight Documents and Selection of Schedules .

Copying the actual route to the ordered route

The ordered route is not updated automatically by the data of the actual route. If you would like this, for example, since print documents are to be up-to-date, you can choose   Actual Route   Copy Actual Route   to copy the data to the route ordered by the ordering party.

Detail Data

You can enter and display detail data, such as delivery dates and address data, for a specific transportation stage. If the system has already determined the address data from the master data of the location, you can overwrite this data for the complete carriage of the ordered route.

In the Document field, a link to the subcontracting document related to the transportation stage (for example, the freight order or freight booking) may be displayed. You can then navigate to this document directly.

The pick-up date and delivery date entered in the stage table is more exactly defined in the detail data. The following date details are displayed for the transportation stages and can be entered there:

  • Requested pick-up date and delivery date (valid for ordered route)

    The pick-up date and delivery date requested by the ordering party and specified in the ordered route

  • Planned pick-up date and delivery date (valid for actual route)

    The pick-up date and delivery date entered manually in the actual route or by the system after transportation planning. If planning has not yet been performed, the planned pick-up date and delivery date correspond to the requested date.

    If a freight document has not been created and transportation planning has not been performed, the dates can still be changed.

  • Actual pick-up date and delivery date (valid for actual route)

    The actual pick-up date and delivery date entered manually in the freight document or reported by SAP Event Management.

  • Confirmed pick-up date and delivery date (valid for complete carriage of the ordered route)

    The pick-up date and delivery date confirmed to the ordering party.

Stage View and Item View

For the stage table display, you can switch between the stage view and the item view. Both views have the following characteristics and advantages:

  • Stage view

    In this view, the stages are displayed at the top level of a hierarchy and the items belonging to a stage are displayed below. This has the advantage that you can, for example, easily perform the following for a stage:

    • Create a new stage for several items

    • Edit the data of a stage for several items

    • Create or select freight documents for a stage, as well as select schedules

    If all of the freight units do not contain the same data, the sequence of the stages is determined based on the following criteria:

    1. The sequence specified for the movement type in Customizing

    2. Item number

    3. ID of the freight unit

  • Item view

    In this view, the items are displayed at the top level of the hierarchy and the related stages are displayed below. If your forwarding order or forwarding quotation contains several freight units, you can see a list of the items with the corresponding freight units. The list contains an entry for each item that is assigned to a freight unit. You can also make changes to an item that apply for all related stages.

Copying the route data

If you copy a forwarding order or use a forwarding quotation as a template for creating a forwarding order, the route data (both the requested route and the actual route) is also copied. The following data is also copied:

  • Source location and destination location

  • Stage types

  • Transportation mode

All other route data, for example, dates and information about ship connections, are not copied, otherwise they would be a restriction for later transportation planning. Therefore, you are still able to replan.