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SAP SCM 5.

0 Add-On Transportation Management (TM)

Release 500

ADDON.NDAPOVS

SAP Online Help

29.08.2006

Copyright
© Copyright 2006 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, OS/2, Parallel Sysplex, MVS/ESA, AIX, S/390, AS/400, OS/390, OS/400, iSeries, pSeries, xSeries, zSeries, z/OS, AFP, Intelligent Miner, WebSphere, Netfinity, Tivoli, Informix, i5/OS, POWER, POWER5, OpenPower and PowerPC are trademarks or registered trademarks of IBM Corporation. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Sun Microsystems, Inc. JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. MaxDB is a trademark of MySQL AB, Sweden. SAP, R/3, mySAP, mySAP.com, xApps, xApp, SAP NetWeaver, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

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SAP SCM 5.0 Add-On Transportation Management (TM)

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.................................... 49 Definition of Transportation Zone Hierarchies .......................................................................................................................... 63 Manual Creation of Freight Units .......................... 25 Master Data for TP/VS............................................. 8 Master Data and Settings..................0 Add-On Transportation Management (TM)... 45 Maintaining Itineraries ....................................... 37 TP/VS-Relevant Transportation Lane Settings .................. 67 Planning View ........................... 17 Transportation Planning/Vehicle Scheduling (TP/VS) ..................................... 44 Definition of Schedules ... 28 Vehicle Resource ...................................................................................................................................................................................................................................... 56 Order Split Based on Freight Units................................................................................................................................................................. 59 Dimensions and Units of Measurement ................................................................ 72 SAP SCM 5.............................................................................................................................................. 23 Dynamic Route Determination from the ERP System ............................................................................... 41 Example of a Cost Function ........................................ 55 Consolidation Strategy ................................................. 21 SNP Stock Transport Order Planning ............................................................................................................................................................................................2006 SAP SCM 5.......... 14 TP/VS-Specific Customizing Settings in SAP R/3 .............................. 57 Split Rule ......................................................................................................................................................... 20 Returns Planning....................................................................... 69 Using the Planning Boards .................................................................... 29 Compartment ......................... 27 TP/VS Resources.............. 7 Transportation Management............................................................................................................................................................................................................................ 36 Means-of-Transport Combination.................................................................................................. 11 Integration of Master Data ............ 31 Examples of Compartments ........................ 51 Definition of Transshipment Hierarchies ..................................................SAP Online Help 29............................. 18 Supported Processes ............................................................... 39 Cost Profile....................................................................................................................... 47 Maintaining Schedule Validity .............................................................................................................. 48 Maintaining Schedules ........................................... 32 Trailer.............................................................. 61 Example of Proportional Split ........................................................................... 43 Capacity Decrease ................................................................... 15 TP/VS-Specific Customizing Settings in SAP APO ................................................................................................................. 12 Integration of Transaction Data ...........................................................................................................................................................................................0 Add-On Transportation Management (TM) 500 4 ......................................................................................................................................................................................................................................................08........... 65 Interactive Planning .. 53 Consolidation .............................................................................................

............. 88 Executing Interactive Optimization...................................... 107 Condition.......................................................................................................................................................................................................................................... 92 Constraints for Optimization........................................................................................................................................................ 73 Maintaining Shipments Manually ...................... 137 Planning in the Background.... 129 Monitoring of Shipment Tenderings ..................................................................................... 97 Date Constraints for Delivery Date......................... 111 Strategies ..................................................................... 94 Definition of Windows.......................................................................................................................................................................................................................... 79 Changing Delivery Dates/Times in SAP R/3 from TP/VS ................................ 128 Collaborative Transportation Planning ......................................... 83 Optimization .... 127 Planned Shipment Release ................................................... 101 Route Determination Profile ........................................... 109 Transportation Service Provider Selection ........................................................................................................................................... 117 Cost Calculation for Continuous Moves ........................................................................................ 87 Initial Solution........................................................................................................... 125 Optimization as Part of TSP Selection..................... 143 SAP SCM 5............................................................................. 126 Upgrade of TSP Selection Parameters...................................... 86 Total Costs .................... 84 Optimization Data...................................................................................................................................................................................... 140 Error Handling/Monitoring ............................................................................................................................................ 114 Strategy Determination......................................................................................................................... 91 Demand Horizon and Planning Horizon in Optimization................................................................. 139 Additional Functions ..................................................................................................................................................................................................0 Add-On Transportation Management (TM) 500 5 ..................................................................... 120 Settings for the Check Against Transportation Allocations ............................................ 75 Maintaining Multimodal Shipments Manually..................................... 118 Business Share ............................ 81 Status Overview .............................................................................. 99 Dynamic Route Determination....... 119 Check Against Transportation Allocations ............................................................... 136 Control Rule ... 104 Simulation of Dynamic Route Determination ......... 134 Delivery and Shipment Deletion ................................................................................................................................................................................................................................................................................................................................... 122 Definition of Transportation Lanes ............ 77 Manual Order Combining .................................................................................................... 89 Editing the Optimization Profile........................................................................................08................................SAP Online Help 29.......... 141 Monitoring of VS Alerts ...........................................................2006 Displaying Routes for Shipments .......................................................... 106 Definition of Compatibilities ....................................................

.......................................................................... 157 Creation of Freight Documents ................................... 146 Authorizations in TP/VS ........................ 163 Performing Ocean Carrier Booking ...SAP Online Help 29....................................08............................................................................................................................ 149 Transportation and Shipment Scheduling in TP/VS ............. 168 SAP SCM 5........................ 158 Integration of TM with the Loading Process................................................................ 160 Printer and Form Determination in Transportation Management....................................................................................................................................................................................................................................................... 165 Monitoring and Tracking Using SAP EM ........................................................................................................................................................................ 166 Printer and Form Determination for Ocean Carrier Booking .. 162 Ocean Carrier Booking................................................................................................................................................................... 152 Transportation Management in EWM ....................................... 150 Monitor for OLTP Publications...0 Add-On Transportation Management (TM) 500 6 ....................................................................................................................................... 161 Authorizations in Transportation Management ........... 155 Freight Document.................... 154 Shipment .........................2006 Editing Field Contents .............. 148 Transfer of Planned Shipments to SAP R/3...

0 Add-On Transportation Management (TM) Purpose SAP SCM 5.2006 SAP SCM 5. see Installation Note 974250. you can now book capacity on a ship for sea transportation. For more information. see Ocean Carrier Booking [Seite 163].0 Add-On Transportation Management (TM) 500 7 .SAP Online Help 29. SAP SCM 5.0 Add-On TM enhances an SCM system in the following areas: ● ● Transportation Planning/Vehicle Scheduling (TP/VS) Transportation Management (TM) in Extended Warehouse Management (EWM) Introductory Notes You must install the SAP SCM 5.08. Integration The Add-On adds the following subcomponent to the SCM-APO-VS component: ● ● SCM-APO-VS-CT Compartments and Trailers The Add-On adds the following subcomponent to the SCM-EWM-TM component: SCM-EWM-TM-OB Ocean Carrier Booking Features Transportation Planning/Vehicle Scheduling (TP/VS): The following new functions are available in TP/VS: ● ● ● ● ● ● ● ● ● ● Planning with compartments [Seite 31] (see also Examples of Compartments [Seite 32]) Planning with trailers [Seite 36] Definition of means-of-transport combinations [Seite 37] Definition of decreasing capacities [Seite 44] The following sections have been changed as a result of these new functions: Vehicle Resource [Seite 29] Cost Profile [Seite 41] Dynamic Route Determination [Seite 101] Constraints for Optimization [Seite 94] Initial Solution [Seite 88] Condition [Seite 109] TM in Extended Warehouse Management (EWM): In TM in EWM. For more information. You can use SAP Event Management (SAP EM) to track the individual steps in this process.0 Add-On TM.

0 Add-On Transportation Management (TM) 500 8 . There you use the SAP R/3 component Logistics Execution (LE) for transportation execution.08. You execute transportation planning in SAP Advanced Planning and Optimization (SAP APO) using the component Transportation Planning/Vehicle Scheduling (TP/VS). To evaluate the transportation process. optimize. you can connect SAP Business Information Warehouse (SAP BW). returns. SAP SCM 5. You can use SAP R/3 4. The result of TP/VS planning are planned shipments that you transfer to SAP R/3 after planning is complete.SAP Online Help 29. ■ ■ To monitor your shipments.2006 Transportation Management Purpose You use this process to plan. The orders (sales orders. or stock transport orders) and deliveries that you have created in SAP R/3 and transferred to SAP APO using SAP APO Core Interface (CIF) form the basis for planning. You have already executed the steps described under Master Data and Settings [Seite 11]. and execute the complete transportation process between companies in a detailed manner. Prerequisites ● ● You have SAP APO and SAP R/3 4. you can connect SAP Event Management (SAP EM).6B after consultation with SAP. purchase orders.6C or higher.

08. SAP SCM 5. settlement…) 1. stock transport orders) and deliveries Plan shipments manually or using the optimizer Check planning situation Select transportation service provider Determine and correct deadline differences Release planned shipments Tender planned shipments (optional) Accept or reject planned shipments System creates deliveries and shipments Check and trigger delivery generation and transfer planned shipments Execute shipments (picking. orders and deliveries. from SAP R/3 to SAP APO. When creating planned shipments the system takes various constraints into account. When doing this you assign the orders and deliveries to vehicle resources [Seite 29].2006 Process Flow Transportation Planner R/3 APO EDI Transportation Service Provider Transfer orders (e. vehicle capacities and deadlines. The system uses this assignment to generate planned shipments automatically. You transfer the transaction data [Seite 14]. You check the planning situation. You can also continue to manually process planned shipments that the optimizer has created.SAP Online Help 29. sales orders. 2. and planned shipments) in a graphical format. 3. that is. Interactive planning offers planning boards where you can display all planning objects (orders. resources. for example.g.0 Add-On Transportation Management (TM) 500 9 . You can execute transportation planning manually [Seite 75] or you can use the TP/VS optimizer [Seite 84]. You execute transportation planning in TP/VS. loading. purchase orders.

for example. You check in TP/VS either manually or in the background if deliveries have been created in SAP R/3 for all the orders for which planned shipments have been created. and freight cost processing. Released planned shipments are fixed. you can no longer change them manually. SAP SCM 5. As a result. You transfer [Seite 149] the planned shipments to SAP R/3 either manually or in the background. the system sends a tender to this transportation service provider when the planned shipments are released. see the documentation for the component Logistics Execution (LE). you release the planned shipments. The transportation service provider can accept or reject the planned shipments that have been tendered or suggest a change to the deadline. you trigger the generation of deliveries in SAP R/3 within TP/VS. 11. After planning has been completed. 9. that is. For more information about transportation execution. If you plan planned shipments for deliveries. Moreover. You can then assign the required transportation service provider to your planned shipments. you can use backorder processing [Extern] from the SAP APO component Global Availability Check (GATP) to check the deadlines for these sales orders. you can print shipping documents and perform dangerous goods checks where appropriate.0 Add-On Transportation Management (TM) 500 10 . To do this you select transportation service providers [Seite 111]. 5. You use the SAP R/3 component Logistics Execution (LE) for transportation execution. Releasing [Seite 128] a planned shipment is a prerequisite for tendering the shipments to an external transportation service provider (collaborative transportation planning [Seite 129]). If you have already assigned a transportation service provider to your planned shipments and have set up cooperative transportation planning for this transportation service provider. 8. 7. either manually or in the background.The shipments are created automatically in SAP R/3. deliveries are automatically generated in SAP R/3 for the orders for which planned shipments exist. When you have finished planning. this covers picking. In the case of sales orders. you can change delivery deadlines in SAP R/3 [Seite 81] from within TP/VS. 10. You can determine and rectify deadline differences between sales orders or deliveries and the corresponding shipments in the following ways: ○ If you plan planned shipments for sales orders. either manually or in the background. ○ 6.08. loading.2006 4. Only if this is the case can you transfer the planned shipments to SAP R/3.SAP Online Help 29.

For more information.2006 Master Data and Settings Purpose In this process you create the master data required for transportation management [Seite 8] and make the Customizing settings. Master Data and Settings in SAP APO . SAP SCM 5.. .08. connect a geocoding program to SAP APO.. 3.0 Add-On Transportation Management (TM) 500 11 . You define the TP/VS-specific master data [Seite 27]. For more information. see Geocoding [Extern]. define a VS alert profile [Extern].. If you want to use geocoding. see Integration of Master Data [Seite 12]. 2. 1. 1. If you want to monitor alerts. 4.. 2. You need this data in addition to the master data transferred from SAP R/3. You define the master data for the transportation management process and transfer it to SAP APO using SAP APO Core Interface (CIF). You make the TP/VS-specific Customizing settings [Seite 15]. You make the TP/VS-specific Customizing settings [Seite 17].. Prerequisites You have integrated SAP R/3 and SAP APO [Extern].SAP Online Help 29. Process Flow Master Data and Settings in SAP R/3 ..

By doing this you define the location type in SAP APO to which the plant defined in SAP R/3 corresponds. for example.. a plant or distribution center.0.2006 Integration of Master Data Purpose In this process you create the master data required for transportation management [Seite 8] in SAP R/3 and you transfer this data to SAP Advanced Planning and Optimization (SAP APO) using SAP APO Core Interface (CIF)..SAP Online Help 29. ○ Shipping points Shipping points are mapped in SAP APO as locations of the type Shipping Point and are taken into account as source locations for transportation planning in the Transportation Planning/Vehicle Scheduling (TP/VS) component. You assign the customers to the transportation zone using a hierarchy [Seite 51]. To do so. In SAP R/3 Customizing you assign a node type to the plant. you create transportation zones in which you group multiple customers. To do so. in SAP R/3 choose Logistics → Logistics Execution → Master Data → Partner → Service Agent → Create.0 Add-On Transportation Management (TM) 500 12 . ○ Service provider (freight forwarder) First you create the service provider. in SAP R/3. you have to set the Use Shipping Point as Source Location indicator in Customizing for TP/VS under Basic Settings → Basic Settings for Vehicle Scheduling. choose Production → Distribution Resource Planning (DRP) → Basic Settings → Maintain assignment of node type – plant. You then assign this service provider to an account group from the SAP R/3 vendor master. If you want to use shipping points as source locations in TP/VS. 1. You create the following master data in SAP R/3: ○ ○ ○ ○ Customers Materials Vendors (for inbound delivery processes) Plants Make sure that you specify an address. You can use shipping points to filter orders in the optimization profile. Shipping points are integrated in the CIF integration model as of SAP ERP Central Component 6. choose Integration with Other SAP Components → Advanced Planning and Optimization → Application-Specific Settings and Enhancements → Settings and Enhancements for Shipments → Assign Vendor Account Group to APO Location Type. SAP SCM 5. The transportation zone is mapped as a location in SAP APO with the location type 1005 (transportation zone). To do this. since geocoding [Extern] in SAP APO uses the address data (country and region) defined in SAP R/3.08. ○ Transportation zones If you want to transfer a large number of customers. Process .

You transfer the master data to SAP APO. See also: Integration of Master Data [Extern] SAP SCM 5. 2.08.2006 Alternatively.0 Add-On Transportation Management (TM) 500 13 . You check the data that has been transferred in SAP APO. you can call the table CIFVENTYPE in the Data Browser (transaction SE16).SAP Online Help 29. You can use the account group 0005 (Freight Forwarder) that has been predefined by SAP. Alternatively. i. you can define your own account groups in SAP R/3 Customizing. 3. Choose TSP (1020) as the location type for SAP APO. You choose an account group for SAP R/3. ii.

1. required for transportation management [Seite 8] in SAP R/3 and transfer it to SAP APO using SAP APO Core Interface (CIF).SAP Online Help 29.0 Add-On Transportation Management (TM) 500 14 . 3. 4. You create stocks. Prerequisites You have created the master data [Seite 12] required for transportation management in SAP R/3. 2. and warehouse stock and transfer this data to SAP APO. a standard order.. in the PP/DS product view [Extern]. You create an order. sales orders.08. SAP SCM 5. From the SAP Easy Access screen choose Logistics → Materials Management → Inventory Management → Goods Movement → MIGO → Goods Movement. for example. You check the data that is transferred to SAP APO. the availability check.. for example. for example.2006 Integration of Transaction Data Purpose In this process you create the transaction data. Note the order number. Process Flow . the stock and order for the material. for example orders. From the SAP Easy Access screen choose Logistics → Sales and Distribution → Sales → Order → Create. You create an active integration model that contains.

You define this route as being relevant to transportation under Logistics Execution → Transportation → Shipments → Maintain Transportation Relevance. You also define a transportation-relevant route in the case of outbound deliveries. you must assign the shipment types in SAP APO Customizing for the component Transportation Planning/Vehicle Scheduling (TP/VS) under Interfaces → Determine Shipment Type. You then assign a shipping point and shipping type for determining the transportation planning point to these transportation planning points. You can only create shipments in SAP R/3 for transportation-relevant deliveries.SAP Online Help 29. Set the indicators Do Not Adopt Stages and No Legs to Be Determined. Activities . 5. i. SAP SCM 5. 4. Choose Logistics Execution → Transportation → Interfaces → Transportation Planning Point Determination.. 2.0 Add-On Transportation Management (TM) 500 15 . You define packaging materials (optional). The means of transport in SAP APO correspond to the packaging materials. You define a route under Sales and Distribution → Basic Functions → Routes. 3. You define the transportation relevance. You define the following number ranges under Logistics Execution → Transportation → Shipments → Define Number Ranges for Shipments: ○ ○ An external number range for the planned shipments that you create in SAP APO that agrees with the internal number range in SAP APO. You use the transportation planning point in the integration model to define which planned shipments are to be transferred to SAP APO.2006 TP/VS-Specific Customizing Settings in SAP R/3 Use The following section describes the TP/VS-specific Customizing settings in SAP R/3 that you must make for transportation management [Seite 8]. To transfer your planned shipments to SAP R/3 and to be able to create shipments there.. You define shipment types that are relevant. for example. 1. ii. You use the delivery item type and the delivery type to define the transportation relevance of inbound and outbound deliveries under Logistics Execution → Transportation → Shipments → Maintain Transportation Relevance. for determining the number ranges under Logistics Execution → Transportation → Shipments → Define Shipment Types. For more information about the individual activities. see the Implementation Guide (IMG). A number range for the shipments that are automatically created in SAP R/3 after the transfer.08. You define transportation planning points under Enterprise Structure → Definition → Logistics Execution → Maintain Transportation Planning Point.

b. Choose Transportation Planning/Vehicle Scheduling (TP/VS) → Interfaces → Maintain Mapping Table for Vehicles. You assign the packaging material type V100 and the packaging material category Means of Transport to this material in Customizing.0 Add-On Transportation Management (TM) 500 16 .SAP Online Help 29. You create a material with material type VERP (packaging) in the material master. SAP SCM 5. Choose Logistics – General → Handling Unit Management → Basics → Define Packaging Material Types.08. c.2006 a. Choose Logistics → Materials Management → Material Master → Material → Create (Special) → Packaging. In SAP APO you assign a means of transport to the packaging material defined in SAP R/3.

Activities Basic Settings for TP/VS in SAP SCM and SAP APO Customizing .. You can also create means of transport in the SAP APO master data under Master Data → Transportation Lane → Maintain Means of Transport... 2. You can also call these profiles from the area menu in SAP APO. For more information about the individual activities. . 1.. see the Implementation Guide (IMG).2006 TP/VS-Specific Customizing Settings in SAP APO Use The following section describes the TP/VS-specific Customizing settings in SAP APO that you must make for transportation management [Seite 8]. Settings in TP/VS Customizing . You use the distribution definition to define to which logical systems the data is distributed during the transfer of planned shipments from SAP APO.. 3. You define a distribution definition with the publishing types Shipment and Delivery under Integration with SAP Components → Integration of SAP SCM and SAP APO → Basic Settings for Data Transfer → Publication → Maintain Distribution Definition. You define means of transport under Master Data → Transportation Lane → Maintain Means of Transport. You define the availability and item of standard optimizers for SAP APO and the access to these optimizers under Basis Settings → Optimization → Basic Functions → Maintain Master Data for Optimization Server. You define filters and sort profiles for backorder processing. SAP SCM 5. You make the following basic settings: ○ ○ ○ ○ ○ Basis settings Number ranges Hierarchies (transportation zone hierarchies [Seite 51] and transshipment hierarchies [Seite 53]) Transportation modes (only relevant for automatic shipment generation) Transportation groups 2. You create an optimization profile [Seite 91] and a cost profile [Seite 41].0 Add-On Transportation Management (TM) 500 17 .SAP Online Help 29..08. 1. 3.

08. costs or priority. returns.2006 Transportation Planning/Vehicle Scheduling (TP/VS) Purpose You use the component Transportation Planning/Vehicle Scheduling (TP/VS) to plan and optimize shipments for orders (sales orders. You use TP/VS as part of transportation management [Seite 8]. SAP SCM 5. in which you define criteria for the assignment. The result of TP/VS planning is the creation of planned shipments. for example. the system assigns the transportation service providers on the basis of a transportation service provider profile. TP/VS supports various processes [Seite 20] such as outbound delivery. To do this you assign the orders and deliveries for which you plan shipments to vehicles. ● Optimization [Seite 84] You use optimization to optimize the planning of shipments on the basis of costs and to determine optimal delivery sequences and transportation dates/times. You can continue to process optimization results in interactive planning. You can use the planning view [Seite 69] with its various planning boards [Seite 72] for interactive planning. The release is also a perquisite for transportation tendering. Integration Task Create orders and deliveries for the shipments that you want to plan Execute the shipments Backorder processing Evaluate the transportation management process Monitor transportation execution System SAP R/3 SAP R/3 component Logistics Execution (LE) SAP APO component Global Availability Check (GATP) SAP Business Information Warehouse (SAP BW) SAP Event Management (SAP EM) Features ● Interactive planning [Seite 67] You use interactive planning to plan shipments for your orders and deliveries and to process them manually. either manually or automatically. You can take various restrictions into account.SAP Online Help 29. In the case of automatic assignment. You can either trigger the automatic TSP selection automatically or schedule it in the background. and stock transport orders) and deliveries. for example. ● Transportation service provider selection (TSP selection) [Seite 111] You use the TSP selection to assign transportation service providers to your planned shipments. ● Releasing planned shipments [Seite 128] You use the release to fix your planned shipments after you have finished planning. You cannot change released planned shipments manually or in optimization. inbound delivery. and cross-docking. You can also start optimization from interactive planning or schedule it in the background. requested delivery dates or transportation capacities when assigning the vehicles.0 Add-On Transportation Management (TM) 500 18 . purchase orders.

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Transportation tendering (collaborative transportation planning) [Seite 129] You use transportation tendering to tender your planned shipments to external transportation service providers using EDI or the Internet. The transportation service provider can react to the tender in various ways: accept the offer, reject the offer, or suggest a deadline change.

Monitoring exceptional situations If problems occur during planning, TSP selection, or transportation tendering, you can display and rectify them using interactive planning (see Monitoring VS Alerts [Seite 143]).

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Supported Processes
Use
The following table shows you the processes that the component Transportation Planning/Vehicle Scheduling (TP/VS) supports: Process Outbound delivery Description A manufacturer sends goods, for example, for a sales order, to a goods recipient. You create planned shipments in TP/VS. Unlike in the ERP system, you can create planned shipments in TP/VS with which both sales orders and purchase orders are delivered. Delivery A goods recipient takes receipt of the goods that a vendor has delivered, for example for a purchase order. You create planned shipments in TP/VS. Unlike in the ERP system, you can create planned shipments in TP/VS with which both sales orders and purchase orders are delivered. Stock transfer Goods or products are transported from one location to another. These locations can be plants or distribution centers. You can plan stock transport orders from SNP [Seite 23], for example. Cross-docking Goods are moved to another vehicle at a transshipment location [Extern]. The following restrictions exist when using optimization: ● Orders can be transferred a maximum of two times. You can, however, map transshipment processes with more than two transshipment locations in manual multilevel planning [Seite 77]. Optimization determines exactly one itinerary for each order, that is, it does not currently offer any alternative itineraries via other transshipment locations. You can model alternative itineraries by defining compatibilities. If optimization creates an interlinked planned shipment from multiple planned shipments, the ERP system does not currently recognize that these shipments are connected, unlike SAP Advanced Planning and Optimization (SAP APO).

For more information, see Definition of Transshipment Hierarchies [Seite 53]. Returns A customer sends goods back to the manufacturer because they are damaged, for example. For more information, see Returns Planning [Seite 21]. Dynamic route determination When you enter sales orders in the ERP system, the system automatically performs transportation planning and scheduling. You can also use dynamic route determination in TP/VS.

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Returns Planning
Purpose
This process allows you to plan not only sales orders and purchase orders in Transportation Planning/Vehicle Scheduling (TP/VS), but also returns that you have created in SAP R/3 Sales and Distribution and their return deliveries. This process can also be used for return shipments of empties. In this case, the aim in planning and optimizing the shipments in TP/VS is to ship returns back to the supplying plant on the return leg of a journey. That is, to plan outbound deliveries and returns in one outbound shipment. Planning returns and returns deliveries in TP/VS corresponds to planning sales orders. The system treats returns like outbound deliveries, although they are actually inbound deliveries. The source and target location are opposite for returns: The goods recipient is the goods issuer of the returns (source location), the supplying plant is the receiving plant (target location), and the shipping point is the goods receiving point. The deliver date/time for returns is the good receipt date/time in the plant.

Prerequisites
● System requirements: ○ ● ● SAP R/3 4.6B or higher

Active integration models for sales orders are available in SAP R/3 for the relevant materials/plants. In the Customizing for SAP R/3, you have activated the transfer of returns and returns deliveries to the relevant SAP APO system (Integration with Other SAP Components → Advanced Planning and Optimization → Application-Specific Settings and Enhancements → Settings and Enhancements for Sales Orders → Set up Transfer of Returns to SAP APO). In the optimization profile in TP/VS, you have selected the ATP categories BZ (SD returns) and BY (SD returns deliveries) and have defined the receiving plant as the target location.

Process Flow
...

1. First you create the returns in SAP R/3. When you save, the returns are automatically transferred to SAP APO and represented as freight units in TP/VS. In the same way as for sales orders, you plan and optimize the returns in TP/VS and then transfer them back to SAP R/3 together with the planned shipments, where the returns deliveries and shipments are created automatically. There is no function similar to backlog processing for returns and returns deliveries. 2. In SAP R/3, you then process the shipments created by TP/VS. You process the shipments in the same way as subsequent documents for sales orders. 3. You post the goods receipt for the returns deliveries in SAP R/3. 4. Later, you delete the shipments and returns deliveries in TP/VS in the same way as you would do for sales orders. 5. If you change returns in the SAP R/3 system, then the freight units are updated in TP/VS in the same way as for sales orders planning. This is valid for the following kinds of changes: ○ ○ Creating or deleting document items Changing document data, for example goods recipients, plants, quantities, or dates

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capable-to-match (CTM) planning. The standard Customizing does not support collections from consignment stock and returnable packaging stock. you can support these processes by deviating from the standard Customizing and foregoing the (requirements relevance and) availability check for consignment or returnable packaging stock. Note however that the reverse also applies: Only return items may be permitted in returns. However. SAP SCM 5. return items can be permitted in repair orders or other sales orders. ● SAP APO displays returns and their returns deliveries in the product view. Returns and their returns deliveries are saved as receipt elements at the plant (location) but are not generally saved as issue elements with the customer. ● Sales orders with returns items Planning returns in TP/VS is only supported for return items in returns. or delete returns deliveries in SAP R/3 (manually or in collective processing) with reference to returns. At most. If you create. Returns and their returns deliveries do not have a negative effect on supply network planning (SNP). change. Further Information ● ● We recommend that. However. However. that is.7) SAP R/3 supports the planning of returns in TP/VS only for return items with a plant in your own SAP R/3 system. the stock is near to the customer and is not relevant for TP/VS or own shipments.SAP Online Help 29.2006 This causes existing shipments to become invalid. As of SAP R/3 4. you leave the shipping scheduling inactive (as in the standard Customizing). The SAP APO product availability check can take into account returns or their returns deliveries as receipt elements. To do this. In these processes. but these are not transferred to SAP APO.0 Add-On Transportation Management (TM) 500 22 . the stock is relevant for shipments at the customer location. returns do not affect transportation allocation. Thus returns do not flow into requirements planning for vendor-managed inventory (VMI) customers.7. Restrictions on the SAP R/3 Side ● Consignment and returnable packaging in returns SAP R/3 does not support returns for consignment stock or returnable packaging.08. then the freight units are adjusted accordingly in TP/VS. ● External plant in return items (as of SAP R/3 4. include the ATP category BZ (SD returns) and/or BY (SD returns deliveries) in the scope of the check. they do not reduce the withdrawal quantity and are therefore not taken into account by the system during the check against transportation allocations. Planning returns in TP/VS is not possible for return items with this kind of external plant. That is. they are not considered as receipt elements in production planning (PP). for returns in SAP R/3. You can define these in ATP check control Customizing. or demand planning (DP). which the freight forwarder might execute. you can create a sales document item for a plant in another SAP R/3 system (from which the item is then delivered or received).

For additional information. You transfer deployment stock transfers from SNP to SAP R/3. In the Customizing for Supply Network Planning.0 Add-On Transportation Management (TM) 500 23 . 1. You then transfer the TLB shipments to SAP R/3.. In this case. see SAP Note 514947.2006 SNP Stock Transport Order Planning Purpose You can also use stock transport orders from Supply Network Planning (SNP) as a planning basis in Transportation Planning/Vehicle Scheduling (TP/VS). You can then use the stock transport orders transferred to SAP APO for planning in TP/VS. without using deployment). You can then use the stock transport orders transferred to SAP APO for planning in TP/VS. Prerequisites ● ● You have created deployment stock transfers in SNP. SAP R/3 maps these as stock transport orders.. that deployment stock transfers [Extern] or TLB shipments [Extern] should be transferred to SAP R/3 and how this should occur. The system groups together several deployment stock transfers to practical freight units. the deployment stock transport orders are not transferred to SAP R/3. SAP SCM 5. Process Flow . or they are transferred as purchase requisitions (depending on your settings in the Customizing for Supply Chain Management).08. you have defined under Basic Settings → Configure Transfer to OLTP Systems. where they are mapped as stock transport orders. You can also process SNP stock transfers directly in the Transport Load Builder (TLB) (that is. The aim in this is to fill the means of transport to its maximum capacity and at the same time not fall short of the minimum capacity. 2. Alternatively you can generate TLB shipments in the Transport Load Builder (TLB) from the deployment stock transfers.SAP Online Help 29.

0 Add-On Transportation Management (TM) 500 24 .08. TLB: Grouping into TLB shipments (optional) Planning of stock transfer orders See also: Transport Load Builder [Extern] Deployment [Extern] SAP SCM 5.SAP Online Help 29.2006 SAP R/3 APO SAP APO TP/VS SAP APO SNP Deployment stock transfer SNP / TLB VS Stock transport GATP order tendering.

You create your sales order in the ERP system.0 Add-On Transportation Management (TM) 500 25 . freight units are created automatically from the items and schedule lines in the sales order..2006 Dynamic Route Determination from the ERP System Purpose In this process.. If TP/VS does not find a route determination profile for an item in the sales order. it cannot schedule the entire sales order. If the system is not to display the results. TP/VS determines a suitable route determination profile [Seite 104] for each freight unit. For more information about the interaction between dynamic route determination and the global ATP check. When the system displays the results. If you have met the prerequisites for the order split. 5. Dynamic route determination is performed as part of Global Available-to-Promise (Global ATP Check) [Extern]. The settings that you make in the route determination profile determine whether the system displays the results. only in simulation mode without saving the shipment proposals). If the results are displayed.08. ■ Rush orders (sales orders with immediate delivery) However. you trigger the global ATP check for the sales order in the results view in SAP Advanced Planning and Optimization (SAP APO). Process . for quotations you can only use dynamic route determination for scheduling purposes (in other words. it uses the best result in accordance with the sorting that was chosen in the route determination profile.SAP Online Help 29. You can also perform dynamic route determination for the following document types: ■ ■ Scheduling agreements without releases Quotations However. 4. It terminates dynamic route determination and does not confirm any items in the document. For more information about the purposes and functions of dynamic route determination. you can edit the shipment proposals and dates/times manually. 3. see Dynamic Route Determination [Seite 101]. 1. If the results are not displayed. the system automatically performs the global ATP check. TP/VS automatically determines shipment proposals and the relevant dates/times. Prerequisites See Dynamic Route Determination [Seite 101]. 2. an order split [Seite 57] is performed automatically. see Scheduling with Dynamic Route Determination [Extern]. it automatically performs forward scheduling with a new SAP SCM 5. transportation planning and scheduling is performed automatically when you create or change sales orders in the ERP system. In the Transportation Planning/Vehicle Scheduling (TP/VS) component. here the system does not perform a quantity split. If the global ATP check does not confirm the quantities for the material staging date determined by dynamic route determination.

We recommend that you then manually trigger dynamic route determination and the global ATP check again for the entire sales order. This only applies if you plan on the basis of ATPconfirmed quantities. Dynamic route determination is performed automatically for the entire document.0 Add-On Transportation Management (TM) 500 26 . There you can process them further. If you have not activated the simulation mode.SAP Online Help 29. the shipments that were determined are saved in TP/VS and are displayed in the planning view. Otherwise. If you have activated the simulation mode. You save the sales order in the ERP system. The global ATP check transfers the data to the ERP system. The sales order is automatically transferred to SAP APO.2006 dynamic route determination.08. If you create or change individual sales order items. 6. the shipments are neither saved nor displayed. inconsistencies can occur between the shipping dates/times in the sales order and in the shipment proposal. the global ATP check is performed automatically for these items. SAP SCM 5.

SAP Online Help 29. Planning Version. Use You use the following master data in TP/VS: ● ● ● ● ● ● TP/VS resources [Seite 28] Transportation lanes (see TP/VS-Relevant Transportation Lane Settings [Seite 39]) Cost profile [Seite 41] Schedules [Seite 45] Transportation zone hierarchies [Seite 51] Transshipment hierarchies [Seite 53] You must manually assign master data that you create directly in SAP APO to the active model (model 000). For more information on models and planning versions. This applies to resources.2006 Master Data for TP/VS Definition Master data that is used in the Transportation Planning/Vehicle Scheduling (TP/VS) component. schedules.08. see Supply Chain Model. and Supply Chain Engineer [Extern].0 Add-On Transportation Management (TM) 500 27 . SAP SCM 5. and hierarchies.

Use You use the following resources in TP/VS: ● Vehicle resources You use vehicle resources to transport orders or freight units [Extern]. or opening times. You cannot define unscheduled breaks for vehicle resources. SAP SCM 5.SAP Online Help 29. To define these resources. you must first define opening times in the resource master. Possible loading resources: ○ ○ ○ Forklift A plant with a certain number of docks Workers To define loading resources. You then assign a resource in the location master.08. loading resources. usually a calendar resource.0 Add-On Transportation Management (TM) 500 28 . see Creating Capacity Variants [Extern]. ● Resources maintained at opening times You use these resources to model when a plant is available for loading/unloading. you must first define a single resource or a multiresource with resource category H (handling unit) in the resource master and then assign it in the location master.2006 TP/VS Resources Definition Resources that are used in the Transportation Planning/Vehicle Scheduling (TP/VS) component. Optimization [Seite 84] takes loading resources into account as constraints. see Vehicle Resource [Seite 29]. ● Loading resources (inbound/outbound) You use loading resources for loading and unloading vehicles. For more information. For more information about creating breaks. taking into account the resource capacity.

Use You use vehicle resources as planning objects in TP/VS.0 Add-On Transportation Management (TM) 500 29 . and transportation modes. Integration To be able to define vehicle resources. In manual planning. You can choose up to eight dimensions and units of measurement to describe the capacity (Weight and Volume are predefined by default). However. The following figure represents the relationship between vehicle resources. means of transport. ■ ■ You cannot define the available capacity for this resource type dependent on time. you must have defined means of transport [Extern]. see Dimensions and Units of Measurement [Seite 61]. For more information. ■ ■ If you want to check the capacity using the dimensions. set the Finite Planning indicator. Vehicle resources map the capacity and availability of vehicles that you want to use for transportation.SAP Online Help 29. you can define a time-dependent availability using shift sequences. Transport Transport Transportation Mode: mode Sea „Sea“ Transportation Mode: mode Road „Street“ Transport Method Means of Transport: „steamer“ Container Ship Transport Method „caravel“ Means of Transport: Cargo Ship Vehicle Vehicle Resource: „Bounty“ “Bounty” Vehicle Vehicle Resource: „Santa Maria“ “Santa Maria” SAP SCM 5. Only if these correspond to the dimensions and units of measurement that you have defined in a split rule [Seite 59] can the optimizer take into account the vehicle capacity. you can overload the capacity of a resource.2006 Vehicle Resource Definition Resource that is used in the Transportation Planning/Vehicle Scheduling (TP/VS) component.08.

The optimizer does not consider opening times at the locations which the schedule vehicle visits as constraints. The transportation mode specifies how the goods are transported. For more information about schedules.2006 The vehicle resource is a concrete means of transport. You assign a means of transport to each vehicle resource.0 Add-On Transportation Management (TM) 500 30 . Schedule Vehicles In TP/VS you can plan with schedule vehicles [Extern]. They must agree with the modes of transport that you have defined in the ERP system. To do this. You then assign this means of transport to your vehicle resource You can assign your own vehicle resource to a depot location. the ship “Santa Maria”. Compartment You can divide the loading space of a vehicle resource into compartments [Seite 31]. For more information. Vehicle Combination You can combine vehicle resources to make vehicle combinations. Trailer You can define vehicle resources that cannot move by themselves. can this vehicle resource also be used for other shipments for the duration of the transportation.08.SAP Online Help 29. see Trailer [Seite 36]. For more information. You define modes of transportation in Customizing. for example. Means of transport are classes of vehicle resources. You can then assign this vehicle resource to a schedule. You assign transportation modes to means of transport. SAP SCM 5. for example. for example. as a sea shipment. ■ Only if you have assigned a means of transport suitable for schedules to a vehicle resource after creating a shipment. ■ Your Own Vehicle Resources You define your own vehicle resources using the means of transport by specifying that it is your own means of transport. in other words. see Means-of-Transport Combination [Seite 37]. see Definition of Schedules [Seite 45]. you must set the Schedule indicator for the means of transport that you want to assign to the vehicle resource. vehicle resources with a schedule. a container ship or cargo ship.

By defining steps. see the Implementation Guide (IMG) for TP/VS under Trailers and Compartments → Define Compartment Type. You have defined a number range for the handling unit Compartment Type. see the IMG for TP/VS under Interfaces → Maintain Mapping Table for Vehicles/Compartment Type. To be able to work with compartments. see Examples of Compartments [Seite 32]. For more information. The capacity consumption within a compartment is linear. you can define a capacity per dimension [Seite 61].2006 Compartment Definition Part of the loading space of a vehicle resource (vehicle or trailer). for example. The relationship between the total capacity of the vehicle resource and the total capacity of all assigned compartments determines whether the individual compartments are fixed or flexible. You use the compartment type to define the capacity of the compartment. A vehicle resource with fixed compartments means that the total capacity of all assigned compartments is the same as the total capacity of the vehicle resource. You want to transport diesel and super fuel in one tanker. For more information. and a compartment profile [Extern].08. You have assigned packaging materials to means of transport and compartment types. You can define a fixed number of compartments per vehicle resource (vehicle or trailer).0 Add-On Transportation Management (TM) 500 31 . see the IMG for TP/VS under Basic Settings → Define Number Range for HU Compartment Type. You then assign this compartment profile to the means of transport. ● ● ● ● ● SAP SCM 5.SAP Online Help 29. This is not an attribute of the compartment. For each compartment. Integration ● You define compartment types in Customizing for Transportation Planning/Vehicle Scheduling (TP/VS). you can model a capacity consumption on the basis of the step. This is recommended if the compartment has a door or if you want to work with movable partitions. A vehicle resource with flexible compartments means that the total capacity of all assigned compartments is greater than the total capacity of the vehicle resource. for example. You can define compatibilities and incompatibilities [Seite 107] for compartments. Structure You define compartments by using compartment types. see the IMG for TP/VS under Trailers and Compartments → Activate Trailers and Compartments. The system takes into account compartments in the optimizer [Seite 84] and in multilevel planning. possible steps. for example: ● ● You have to separate two freight units on a truck since they contain refrigerated goods and fruit. Dynamic route determination [Seite 101] does not support compartments. In the compartment profile. For more information. Use You use compartments for the following. you specify the number and type of compartments that a means of transport is to have. For more information. you must have set the Activate Comps indicator in Customizing for TP/VS. For more information.

Cap. Cap. the vehicle resource comprises three compartments with the compartment type X.: 10 m3 Legend: CT = Compartment Type 2: CT X Max. Cap.: 5 m3 Legend: CT = Compartment Type 2: CT X Max.: 15 m3 Step 1 Settings for Compartment Type X Step 1 2 3 Capacity 5 m3 10 m3 15 m3 Linear No No No Step 2 Step 3 Legend: CT= Compartment Type SAP SCM 5.: 5 m3 3: CT X Max. The total capacity of the vehicle resource is 15 m3. The total capacity of the vehicle resource is 15 m3. Cap. the vehicle resource comprises two compartments with the compartment type X. Each compartment has a maximum capacity of 5 m3.08.0 Add-On Transportation Management (TM) 500 32 . Cap. Each compartment has a maximum capacity of 10 m3. you are not allowed to load more than 15 m3 onto the vehicle resource. in other words.2006 Examples of Compartments Fixed Compartments Vehicle Capacity: 15 m3 1: CT X Max. Cap.: 5 m3 In this example.: 10 m3 In this example. Flexible Compartments (with Steps) Vehicle Capacity: 15 m3 1: CT X Max.SAP Online Help 29. Flexible Compartments (Without Steps) Vehicle Capacity: 15 m3 1: CT X Max.

a flexible compartment without steps. Flexible Compartments (Zero Consumption Is Not Possible) Vehicle Capacity: 15 m3 1: CT X Max.08. you would define a second compartment. Compartment 1 has a door and a step (5 m3). Each load that is greater than 10 m3 but less than or equal to 15 m3 results in a capacity consumption of 15 m3.SAP Online Help 29. compartment 2 has compartment type Y. The total capacity of the vehicle resource is 15 m3. it still consumes a capacity of 5 m3. Cap. The compartment has a maximum capacity of 15 m3. Compartment 2 does not have any steps. for example.0 Add-On Transportation Management (TM) 500 33 . Each load that is greater than or equal to 0 m3 but less than or equal to 5 m3 results in a capacity consumption of 5 m3. Each load that is greater than 5 m3 but less than or equal to 10 m3 results in a capacity consumption of 10 m3. That means if you do not load this compartment. 10 m3. Each load that is greater than or equal to 0 m3 but less than or equal to 5 m3 results in a capacity consumption of 5 m3. it still consumes a capacity of 5 m3.2006 In this example. it still consumes a capacity of 5 m3. Each load x that is greater than 5 m3 but less than or equal to 10 m3 results in a capacity consumption of x m3. and 15 m3). The total capacity of the vehicle resource is 15 m3. The compartment has three steps (5 m3. ● ● In a realistic scenario. the vehicle resource comprises two compartments. Compartment 1 has compartment type X. That means if you do not load this compartment. SAP SCM 5.: 10 m3 2: CT Y Max. Each compartment has a maximum capacity of 10 m3. the vehicle resource comprises one compartment with the compartment type X. for example. Cap. This means the following for the two compartments: Compartment 1: ● ● ● Zero consumption is not possible for the compartment. This means the following for the compartment: ● ● Zero consumption is not possible for the compartment. That means if you load this compartment with 3 m3.: 10 m3 Step 1 Settings for Compartment Type X Step 1 Capacity 5 m3 Linear No Legend: CT = Compartment Type In this example.

This means the following for the two compartments: Compartment 1: ● ● Zero consumption is possible for the compartment. Compartment 2 does not have any steps. Compartment 1 has compartment type X and a maximum capacity of 10 m3.0 Add-On Transportation Management (TM) 500 34 . This compartment might be a refrigerated part with a door. it does not consume any capacity.: 10 m3 2: CT Y Max. Each load x that is greater than 5 m3 but less than or equal to 10 m3 results in a capacity consumption of x m3 (due to the maximum capacity). for example. Compartment 1 has two steps (0 m3 and 5 m3). the vehicle resource comprises two compartments. SAP SCM 5.2006 Each load x m3 results in a capacity consumption of x m3 (linear capacity consumption).SAP Online Help Compartment 2: 29. Each load that is greater than 0 m3 but less than or equal to 5 m3 results in a capacity consumption of 5 m3. Flexible Compartments (Zero Consumption Is Possible) Example 1 Vehicle Capacity: 15 m3 1: CT X Max. ● Compartment 2: Each load x m3 results in a capacity consumption of x m3 (linear capacity consumption). As soon as you load one frozen pizza. Cap.08. The second compartment has to start behind the door. Cap. you have to turn on the refrigerated part. That means if you leave this compartment empty. Compartment 2 has compartment type Y and a maximum capacity of 15 m3. The total capacity of the vehicle resource is 15 m3.: 15 m3 Step 1 Step 2 Settings for Compartment Type X Step 1 2 Capacity 0 m3 5 m3 Linear No No Legend: CT = Compartment Type In this example.

SAP Online Help 29. 5 m3. Each load x that is greater than 5 m3 but less than or equal to 8 m3 results in a capacity consumption of x m3 (linear capacity consumption since you have set the Linear indicator for this step).0 Add-On Transportation Management (TM) 500 35 . 7 m3. ● Compartment 2: ● Each load x that is greater than 0 m3 but less than or equal to 5 m3 results in a capacity consumption of x m3 (linear capacity consumption since you have set the Linear indicator for this step). There are two doors. ● ● ● SAP SCM 5. Compartment 1 has compartment type X and a maximum capacity of 10 m3. 8 m3. and 10 m3). Compartment 1 has four steps (0 m3.2006 Example 2 Step 4 (Y) Step 3 (Y) Step 2 (Y) Step 1 (Y) Vehicle Capacity: 15 m3 1: CT X Max. This means the following for the two compartments: Compartment 1: ● ● ● Zero consumption is possible for the compartment. Cap. the vehicle resource comprises two compartments. Compartment 2 has compartment type Y and a maximum capacity of 15 m3. Each load that is greater than 10 m3 but less than or equal to 15 m3 results in a capacity consumption of 15 m3.: 15 m3 Step 1 (X) Step 2 (X) Step 3 (X) Step 4 (X) Settings for Compartment Type Y Step 1 2 3 4 Capacity 5 m3 7 m3 10 m3 15 m3 Linear Yes No Yes No Settings for Compartment Type X Step 1 2 3 4 Capacity 0 m3 5 m3 8 m3 10 m3 Linear No No Yes No Legend: CT = Compartment Type In this example. Cap. Each load that is greater than 8 m3 but less than or equal to 10 m3 results in a capacity consumption of 10 m3.: 10 m3 2: CT Y Max. Each load that is greater than 0 m3 but less than or equal to 5 m3 results in a capacity consumption of 5 m3. Compartment 2 also has four steps (5 m3. Each load that is greater than 5 m3 but less than or equal to 7 m3 results in a capacity consumption of 7 m3.08. The total capacity of the vehicle resource is 15 m3. 10 m3. Each load x that is greater than 7 m3 but less than or equal to 10 m3 results in a capacity consumption of x m3 (linear capacity consumption since you have set the Linear indicator for this step). and 15 m3).

For more information. you must have set the Activate Trailer indicator in Customizing for Transportation Planning/Vehicle Scheduling (TP/VS). see the IMG for TP/VS under Trailers and Compartments → Define Coupling/Uncoupling Duration. see Means-of-Transport Combination [Seite 37]. ● ● SAP SCM 5. The compatibilities and incompatibilities [Seite 107] as well as the means-of-transport combinations that you have defined determine whether or not a trailer can be coupled to a vehicle. see the Implementation Guide (IMG) for TP/VS under Trailers and Compartments → Activate Trailers and Compartments. it schedules the coupling activity directly before the transportation activity and the uncoupling activity directly after the transportation activity. If the system has assigned an empty trailer to a stage.08. on the SAP Easy Access screen. choose Advanced Planning and Optimization → Master Data → Transportation Lane → Maintain Means of Transport. In Customizing for TP/VS. For more information. directly before the transportation activity for the assigned vehicle. ● ● ● The system takes into account trailers in the optimizer [Seite 84] and in multilevel planning. Dynamic route determination [Seite 101] does not support trailers. The system creates a coupling activity and an uncoupling activity for each trailer that is assigned to a shipment. Integration ● You define trailers by defining a vehicle resource and then setting the Passive indicator for the relevant means of transport in the means of transport definition. As a result.0 Add-On Transportation Management (TM) 500 36 . To do so.2006 Trailer Definition Vehicle resource that cannot move by itself. you create vehicle combinations. The system schedules the uncoupling activity if a trailer is no longer to be moved by the same vehicle in the next stage. In multilevel planning. You cannot define schedules for trailers.SAP Online Help 29. Use You can couple trailers to vehicles. You cannot couple trailers to schedule vehicles. you can define a coupling duration and an uncoupling duration for your trailers. in other words. To be able to work with trailers. you can override these settings manually. The system generates the coupling activity after the loading activities that you use to load freight units onto the trailer. For more information.

Use You use means-of-transport combinations to model vehicle combinations. ● ● Example The following table shows which vehicle resources and means of transport you have defined and which assignments you have made: Vehicle Resource TRUCK1 (Vehicle) Means of Transport MTRTRUCK SAP SCM 5. you must set the No Capacity indicator for the relevant means of transport.08. Structure When you define a means-of-transport combination. choose Advanced Planning and Optimization → Master Data → Transportation Lane → Maintain Means of Transport. those means of transport that are permitted for the combination A means-of-transport combination must consist of one active means of transport (vehicle) and at least one passive means of transport (trailer). To do so. You can define compatibilities and incompatibilities [Seite 107] for means-of-transport combinations. on the SAP Easy Access screen. you define the following: ● Means of transport that the combination is to consist of. see the Implementation Guide (IMG) for TP/VS under Trailers and Compartments → Define Means-ofTransport Combination.SAP Online Help 29. Integration ● You define means-of-transport combinations in Customizing for Transportation Planning/Vehicle Scheduling (TP/VS). For more information.0 Add-On Transportation Management (TM) 500 37 . ● ● Number of individual means of transport within the combination Total capacity of the means-of-transport combination The total capacity is the maximum loading capacity (without the tare weight of the vehicle and trailers). If the vehicle is not to have its own capacity. ● Attributes You use attributes to define compatibilities and incompatibilities. A vehicle combination is a grouping consisting of one vehicle and at least one trailer that move together.2006 Means-of-Transport Combination Definition Grouping of multiple means of transport. You can use one means-of-transport combination to map multiple vehicle combinations (see Example section). in other words.

08.SAP Online Help 29.0 Add-On Transportation Management (TM) 500 38 .2006 TRUCK2 (Vehicle) TRAILER1 (Trailer) TRAILER2 (Trailer) MTRTRUCK MTRTRAILER MTRTRAILER You can model the following vehicle combinations with a means-of-transport combination 1TRAIL consisting of both means of transport: ● ● ● ● TRUCK1 + TRAILER1 TRUCK2 + TRAILER2 TRUCK1 + TRAILER2 TRUCK2 + TRAILER1 SAP SCM 5.

If you want to change the average speed or the actual distance to aerial distance factor. You only have to define them if you have specified in the cost profile [Seite 41] that the optimization is to take into account the costs defined for the transportation lane. and the average speed of the means of transport. ○ Manually: Enter the transportation duration and transportation distance manually for the transportation lane and then set the indicators for fixed transportation duration and fixed transportation distance. The geographical coordinates are shipped with the system. For more information. the system only takes into account the values entered manually. The units for the transportation costs in all the transportation lanes that are included in optimization must have the same dimension. see Duration Time and Distance Determination for Means of Transport [Extern]. the Generate Proposal button has no effect. first call the Means of Transport detail screen.SAP Online Help 29. In this case. in other words. the actual distance to aerial distance factor. TP/VS only takes into account the transportation lane if this indicator is set.0 Add-On Transportation Management (TM) 500 39 . Transportation lanes for TP/VS are specified by the following: ● ● Means of transport Transportation service provider (TSP) Means of Transport The following describes the most important parameters: ● Means of transport costs and transportation costs You need means of transport costs and transportation costs for the optimization [Seite 84]. The following describes the settings relevant to TP/VS only. By connecting the Geographic Information System (GIS) to the Internet Graphic Server (IGS). you can branch directly to the transaction for changing means of transport by choosing Parameters in the top right corner. SAP SCM 5.2006 TP/VS-Relevant Transportation Lane Settings To be able to work with the Transportation Planning/Vehicle Scheduling (TP/VS) component. and then choose Generate Proposal. you have to define transportation lanes. For general information about the definition of transportation lanes in SAP Advanced Planning and Optimization (SAP APO). ● Control indicator Set the Detld Planning control indicator. you can calculate the exact transportation duration and transportation distance. To calculate the transportation duration and transportation distance. ○ Calculated by the system: The system calculates the transportation duration and transportation distance on the basis of the geographical coordinates. You define the actual distance to aerial distance factor and the average speed when you create means of transport.08. ● Transportation duration and transportation distance You can define the transportation duration and transportation distance manually or have the system calculate them automatically. see Transportation Lane [Extern].

08. SAP SCM 5.SAP Online Help 29.0 Add-On Transportation Management (TM) 500 40 . you have to assign the TSPs to means of transport.2006 Transportation Service Provider To be able to use the automatic transportation service provider selection [Seite 111] (TSP selection).

distance.SAP Online Help 29. transportation service provider. Use When you select a cost profile in the optimization profile. The optimizer only considers vehicles for which you have defined costs for the corresponding means of transport. You can use cost factors to weight earliness costs and lateness costs per means of transport (see below).2006 Cost Profile Definition Profile that contains costs and constraints [Seite 94] for transportation planning.0 Add-On Transportation Management (TM) 500 41 . but instead they represent a theoretical value. ● Transportation-relevant costs These are fixed transportation costs that are incurred once for each vehicle used in the optimization run or the route determination run. ● Costs for the transportation lane SAP SCM 5. the optimizer assumes that this means of transport is not relevant to this cost profile. If you do not define costs for a particular means of transport. When you select a cost profile in the route determination profile. The system simply performs a check for the constraints (wait time and maximum length of stay). The costs that you define in the cost profile are not actual costs. They are independent of the actual transportation (in other words. ● Dimension-relevant costs These are variable transportation costs per unit for the following dimensions: ○ ○ ○ ○ Time Distance Stop-offs Transported quantity per distance These costs refer to the consumption of the dimensions of a vehicle (including empty runs) during the optimization run or route determination run. and so on). the system takes into account the relevant costs and constraints during optimization [Seite 84]. Structure You can define the following costs and constraints in the cost profile: ● Location-relevant costs You can define the following penalty costs for each location: ○ ○ ○ Earliness costs (per day) Lateness costs (per day) Costs for non-delivery per order You can use windows for pickup and delivery [Seite 97] to define the time as of which earliness and lateness costs are incurred. the system takes into account the relevant costs during dynamic route determination [Seite 101].08.

SAP SCM 5. To define cost profiles. for example. ● Capacity decrease You can define the capacity decrease [Seite 44] for each means of transport. This does not apply to units of measurement without a dimension. ● Cost factors for earliness and lateness costs You can use these cost factors to weight the earliness and lateness costs that you have defined for each location on the basis of the means of transport. on the SAP Easy Access screen. The optimizer takes into account this duration when planning loading and unloading activities. dimension. The optimizer or route determination multiplies these cost factors by the relevant earliness costs or lateness costs for each means of transport. The following cost factors are available: ○ ○ ○ ○ ● ● Cost factor for early pickup Cost factor for late pickup Cost factor for early delivery Cost factor for late delivery Wait time You can define a wait time [Extern] for each location and means of transport. ● Cost functions You can define piecewise linear cost functions for a combination of means of transport and load in a certain unit of measurement (load unit). 29. You can use cost functions to model load costs.08. and number of stop-offs. You can use the maximum length of stay to minimize idle times at start and destination locations.0 Add-On Transportation Management (TM) 500 42 . For more information. Maximum length of stay You can define a maximum length of stay [Extern] for each location and means of transport.2006 The values that are displayed on this tab page. ● Load costs These are penalty costs that you define for each means of transport and load.SAP Online Help These are variable transportation costs per unit and means of transport. choose Advanced Planning and Optimization → Master Data → Application-Specific Master Data → Transportation Planning/Vehicle Scheduling → Maintain Vehicle Scheduling Costs. see the following example [Seite 43]. You can assign only one unit of measurement within a dimension to each cost function. start location and destination location as well as means of transport costs come from the transportation lane.

you define penalty costs of 1500 and a load of 0 cubic meters.000-. the optimizer calculates penalty costs between 500 and 0 in accordance with the slope (decreasing in intervals of one unit for each additional cubic meter loaded on the truck).2006 Example of a Cost Function TRUCK001 with means of transport TRUCK has a maximum loading capacity of 2500 cubic meters. you define penalty costs of 500 and a load of 2000 cubic meters. The following figure shows how you can use a cost function to map this business requirement: Load Costs Penalty Costs 1500 1000 Penalty Costs (Minimum 500 Load) Minimum Load (2000) Maximum Loading Capacity (2500) Load (Cubic Meters) You define two segments in the cost profile for this cost function: ● For the first segment. You also define a slope of 1. Your company has the following business requirement: each truck is to the leave the plant as full as possible. This means that if TRUCK001 leaves the plant with a load of less than 2000 cubic meters. the load must be at least 2000 cubic meters (minimum load). If this is not possible. the optimizer calculates penalty costs of 1500. ● SAP SCM 5.0 Add-On Transportation Management (TM) 500 43 .08. For the second segment.SAP Online Help 29. This means that if TRUCK001 leaves the plant with a load of between 2000 and 2500 cubic meters.

Note that in both cases the capacity decrease refers to the capacity that the vehicle resource has before the transportation. However. you can use partitions to separate the goods. in other words. The system continues to reduce the capacity for the optimizer until one of the following conditions is met: ● ● ● The total capacity is consumed. ■ This function refers only to the capacity of the vehicle resource. It is independent of compartments [Seite 31] that you have defined for the vehicle resource. this results in a reduction of the total capacity of the vehicle resource since each partition consumes capacity itself. when the transportation covers multiple stop-offs on the way from the start location to the destination location.08.SAP Online Help 29. Dynamic route determination does not support decreasing capacities. You cannot define decreasing capacities for schedule vehicles. The maximum number of stop-offs defined for the means of transport has been reached (Dimension tab page in the cost profile). ■ ■ Features Fixed value You can define a fixed value or a percentage by which the capacity is to decrease for each additional stop-off. in other words. it is zero. Individual values You can define a value by which the capacity is to decrease for a specific number of stop-offs. If you do not define a value for a certain number of stop-offs. Activities Define the capacity decrease in the cost profile on the Capacity Decrease tab page. in other words. SAP SCM 5. You can use this function to define how the capacity is to decrease. the capacity with which you can load the vehicle resource at the start location. The maximum number of stop-offs defined for the cost profile has been reached (Capacity Decrease tab page in the cost profile). the capacity remains the same.0 Add-On Transportation Management (TM) 500 44 .2006 Capacity Decrease Use When you transport goods for multiple customers on a vehicle resource (vehicle or trailer).

2. Opening times maintained for schedule-relevant locations which do not correspond to the arrival/departure times can lead to a situation in which ■ ■ SAP SCM 5. (the period for which the schedule is valid).m. a departure day and a departure time or a periodical departure time.SAP Online Help 29.2006 Definition of Schedules Purpose Using schedules you can define fixed. You define the validity period [Seite 48]. that is. Note the following when using schedules in the optimizer: ■ ■ The system generally estimates loading/unloading times of 0 for schedule vehicles. Breaks maintained additionally for the resource are ignored by the system and can lead to errors. Schedules are used in planning and are taken into account by the optimizer. First choose the means of transport that will be used to transport the product and then define the locations and the sequence in which they should be visited. You define schedules in the master data for the Transportation Planning/Vehicle Scheduling (TP/VS) component. arrival at C at 15:00 ■ The time zone of the start location is valid throughout. This also applies to calendars containing non-workdays. only define calendars with seven workdays a week for schedule vehicles [Extern]. You define the actual schedule connection [Seite 49]. Therefore do not maintain breaks for schedule vehicles. 1. First you assign the previously defined data (itinerary. The locations are connected by transportation lanes [Extern]. The travel times maintained in the schedule and in the transportation lanes are always valid for the resource assigned to the schedule. Therefore. periodically recurring departure times.. Process Flow . The departure times relate to the start location of the selected itinerary. You restrict the period to particular valid days by then assigning it to a calendar.08. Example Schedule A->B->C: Departure from location A at 10:00 a. Duration A->B: 3 hours Duration B->C: 2 hours Arrival at B at 13:00. validity) to the schedule and then assign a vehicle to it. You then define the exact data of the schedule connection. 3. Prerequisites ● ● ● You have maintained one or more means of transport [Extern] in Customizing..0 Add-On Transportation Management (TM) 500 45 . You define an itinerary [Seite 47]. You have maintained locations [Extern] in the location master data.

SAP Online Help 29.2006 the schedule vehicles cannot be used.08. We recommend using forward scheduling in multilevel planning when using schedules. SAP SCM 5. do not maintain opening times for schedule-relevant locations.0 Add-On Transportation Management (TM) 500 46 . Therefore.

and the sequence in which they should be visited. or enter a description of your choice in the Itinerary field and choose Create. 4. 6. Save the assignment. the locations to be visited. you define the means of transport. Choose Back. The item description changes automatically. The Itinerary: Initial Screen appears. You can add or delete locations via Insert row or Delete row. SAP SCM 5.08. The Item column shows the locations maintained in numerical order.. choose Advanced Planning and Optimization → Master Data → Application-Specific Master Data → Master Data for Transportation Planning/Vehicle Scheduling → Schedules → Maintain Itinerary. 3. you can display detailed information on the selected means of transport and locations. Position the cursor on a location and choose Display Location. After you have selected the means of transport key. Choose a means of transport using the input help (F4). To assign a model to an itinerary. You have maintained locations [Extern] in the location master data. 2. You can maintain additional means of transport in the Supply Chain Cockpit. You can assign a model to an existing itinerary. The locations are connected by transportation lanes [Extern]. Choose Save. 5. specify the locations at which the means of transport is to call. Prerequisites ● ● ● You have maintained one or more means of transport [Extern] in Customizing. In the Location column. The description you select appears as the itinerary. In this maintenance view. In the next screen select the model(s) you want to assign to the itinerary. You can display more details about the selected vehicle via the Parameters pushbutton. Choose Extras → Assign model from the menu on the Itinerary: Initial Screen. Using the input help (F4). The Change Itinerary or Display Itinerary screen appears.2006 Maintaining Itineraries Use In the itinerary. 1. you must have maintained transportation lanes for the selected model. Procedure . the description of the means of transport appears next to the field. You can display more details on a location by branching directly from the current screen to the location master.SAP Online Help 29. You must define at least two locations for each itinerary.0 Add-On Transportation Management (TM) 500 47 . On the SAP Easy Access screen.. select an itinerary and choose Display or Change.

. 1. choose Back to leave the maintenance view. Choose Save. SAP SCM 5. Procedure . You can now make more entries or choose Back to return to the Change View "Validity Area": Overview screen. choose Advanced Planning and Optimization → Master Data → Application-Specific Master Data → Master Data for Transportation Planning/Vehicle Scheduling → Schedules → Maintain Schedule Validity Period. enter 31. enter a description for the period for which the schedule should be valid. The New Entries: Overview of Added Entries maintenance view appears..9999 in the Valid to field. If you do not want to restrict the end of the validity period. 6.SAP Online Help 29. which should form the basis of the validity period. 5.2006 Maintaining Schedule Validity Use You define the period for which the schedule is valid. use the input help (F4) to select a calendar. 3.0 Add-On Transportation Management (TM) 500 48 . 2. 4. Choose Save if you made changes in this view. The Change View "Validity Area": Overview screen appears. 7.08. You restrict the period to particular valid days by assigning the period to a calendar.12. Choose New Entries. Enter the start and end of the validity period in the Valid from and Valid to fields. You can make subsequent changes to the calendar and the validity period for the validities maintained. In the Calendar field. On the SAP Easy Access screen. This screen displays all of the validities that have been maintained. In the Validity field.

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Maintaining Schedules
Use
You define schedules by creating a schedule connection, which you assign to the data you maintained previously (itinerary, validity). You then specify the concrete departure time for this schedule connection. This relates to the start location in the itinerary.

Prerequisites
● ● You have maintained one or more itineraries [Seite 47]. You have maintained validities for schedules [Seite 48].

Procedure
...

1. On the SAP Easy Access screen, choose Advanced Planning and Optimization → Master Data → Application-Specific Master Data → Master Data for Transportation Planning/Vehicle Scheduling → Schedules → Maintain Schedule. The Schedule: Initial Screen appears. 2. Enter a description of your choice in the Schedule Connection field. 3. Choose Create. The Change Schedule screen appears. 4. Choose a validity period using the input help (F4). You can change the validity area by choosing the Date button. 5. Use the input help (F4) to choose an itinerary. In the Itinerary dialog box, you have the following selection possibilities: ○ ○ ○ Itinerary for a model Itinerary via locations Itinerary for a schedule connection

6. Use the input help (F4) to choose a vehicle.

Choose the Parameters button to display additional details about the: ■ ■ ■ Itinerary Means of transport Schedule-based vehicle

7. Now maintain the exact details for the schedule connection: You have the following options: ○ ○ Choose a departure day and the departure time Maintain a periodic departure time; the corresponding departure days are determined using the calendar

You have entered 10:00 and 16:00 (no departure day). The validity is based on a calendar that only contains weekdays. By choosing Generate, the system generates the schedule connection according to the selected validity and based

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on the calendar. This means that the system creates a departure for each weekday at 10:00 and 16:00 starting from the current date. 8. Choose Save.

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Definition of Transportation Zone Hierarchies
Purpose
You need a transportation zone hierarchy to model transportation zones. In the transportation zone hierarchy, you assign several locations, for example customers, to a transportation zone. Using transportation zones has the advantage that you can reduce the number of transportation lanes that need to be processed. For each transportation zone, you have to create the following two transportation lanes: ● ● A transportation lane between the source location and the transportation zone (reference transportation lane) A transportation lane for transportation zone to itself, that is, you enter the same transportation zone as both the source and destination location (intrazone lane)

The optimizer creates all of the other transportation lanes during the optimization run (runtime lanes): ● ● All of the transportation lanes between the source location and every customer within the transportation zone (based on the reference transportation lane) All of the transportation lanes between the individual customers within the transportation zone (based on the intrazone lane)

W hat you create: Source location

W hat the optimizer generates:

Reference transportation lane

3 locations in the transportation zone Intra-zone lane that represents the transportation lanes within the transportation zone 1 location that represents the transportation zone

The costs that the optimizer takes into account depend on the settings you make in the cost profile. If you enter in the cost profile that the system should use the costs defined for the transportation lane, the optimizer takes into account the costs defined for the reference transportation lane or intrazone lane. The optimizer also calculates the actual distance and duration of runtime generated transportation lanes on the basis of the values that you define for the reference transportation lane or intrazone lane.

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08. or the manually defined distance and duration. Intrazone lane: The calculation is based on the "actual distance to aerial distance" factor for the means of transport. on the SAP Easy Access screen. To do so.SAP Online Help ● 29. hang the relevant locations into the hierarchy (transportation zone as level 1 node. choose Advanced Planning and Optimization → Master Data → Hierarchy → Maintain Hierarchy. SAP APO creates the transportation zone automatically and generates the corresponding hierarchy entries. ○ See also: Transportation Lane [Extern] SAP SCM 5.. To do this.0 Add-On Transportation Management (TM) 500 52 . Choose Master Data → Hierarchy → Define Hierarchy Structure. Select Transportation Planning/Vehicle Scheduling (TP/VS) → Basic Settings → Maintain Transportation-Relevant Hierarchy. You create a hierarchy for this structure.. There are two ways to assign the locations to your hierarchy: ○ You can implement the hierarchy manually in the SAP APO master data. 5. ● Process . 3. 2. enter this structure as the transportation lane hierarchy structure. 1. customer as sub-node on level 2). You can assign the customers to a transportation zone in SAP R/3 and then transfer the customers to SAP APO. You can edit the hierarchy manually in the SAP APO master data. Assign the hierarchy to active model 000. on the SAP Easy Access screen. You create a two-level location hierarchy structure in Customizing.2006 Reference transportation lane: The calculation is either based on the "actual distance to aerial distance" defined for the means of transport. To do this. Choose Master Data → Hierarchy → Define Hierarchy. choose Advanced Planning and Optimization → Master Data → Hierarchy → Maintain Hierarchy. 4. In Customizing.

1. If you want to assign a location to multiple transshipment locations. For each order there is a maximum of one itinerary. On the SAP Easy Access screen. enter this structure as the transshipment hierarchy structure (service provider hierarchy structure). Select Transportation Planning/Vehicle Scheduling (TP/VS) → Basic Settings → Maintain Transportation-Relevant Hierarchy. or manually in multilevel planning [Seite 77]. see Integration of Master Data [Seite 12]. choose Master Data → Hierarchy → Maintain Hierarchy. You use transshipment processes to map interlinked shipments in which one or more orders are transferred from on vehicle to another on the way from the source location to the target location. To do this.0 Add-On Transportation Management (TM) 500 53 . For modeling with the optimizer. Process . 3. and the level 2 nodes are the source/destination locations of the orders or the transportation zones). the following restrictions apply: ○ ○ You can transfer each order a maximum of twice. Choose Master Data → Hierarchy → Define Hierarchy Structure.2006 Definition of Transshipment Hierarchies Purpose You use transshipment hierarchies (service provider hierarchies) to model transshipment processes. You create a hierarchy for this structure. You create a two-level location hierarchy structure in Customizing. corresponds to the SAP APO location type transportation service provider) Plant Distribution center For more information. You have defined transportation zones. The vehicles can be assigned to different means of transport and transportation modes.. Prerequisites ● You have created locations in SAP R/3 with a type that is known in SAP APO: ○ ○ ○ ● Freight forwarder (recommended. choose Advanced Planning and Optimization → Master Data → Hierarchy → Maintain Hierarchy. Assign the hierarchy to active model 000. You implement the hierarchy manually in the SAP APO master data by assigning the locations or transportation zones to the transshipment locations (the level 1 nodes are the transshipment locations. These shipments are described as multimodal shipments.. on the SAP Easy Access screen.SAP Online Help 29. This means that in example 1 (see below) you cannot generate an alternative itinerary via harbor 3 and/or harbor 4 and that in example 2 you can only deliver goods to the customers SAP SCM 5. 5. In Customizing.08. for example transfer from a truck to a ship. use hierarchy structure type extended hierarchy [Extern]. 4. You can create interlinked and multimodal shipments either with the optimizer [Seite 84]. 2. You create the nodes for transshipment locations and then assign the source and destination locations or transportation zones to the transshipment locations.

however. you assign the target location to the node Harbor 2 in the hierarchy and the source location to harbor 1.SAP Online Help 29. In example 2.08. the level 2 nodes are the source/destination locations of the orders. you must have defined a direct transportation lane from A → B. without transferring them to another vehicle. then it is sufficient to assign the target location to the transshipment location D. In both examples you model a two-step location hierarchy: The level 1 nodes are the transshipment locations. However. If there is only one transfer (as in example 2). You should define these compatibilities in such a way that a unique relationship between transshipment location and source or destination location is passed on to the optimizer.0 Add-On Transportation Management (TM) 500 54 . to do this. and then distributed to several customers using smaller trucks. See also: Transportation Lane [Extern] SAP SCM 5. you can also always ship every order directly from A to B with a truck. The system creates three shipments: Shipment 1: A → harbor 1 (truck) Shipment 2: Harbor 1 → harbor 2 (ship) Shipment 3: Harbor 2 → B (truck) Example 2 Several orders are transported from a distribution center by truck to transportation service provider D. then by truck once again from harbor 2 to destination B. that is.2006 using transportation service provider D. In example 1. Example Example 1 An order with source location A and destination location B is transported as follows: By truck from A to harbor 1. then by ship from harbor 1 to harbor 2. between order characteristics and transshipment location or means of transport and transshipment location). You can avoid these restrictions by defining compatibilities [Seite 107] that cover transshipment locations (for example.

delivery items. All the items or schedule lines are compatible (see Definition of Compatibilities [Seite 107]). the system consolidates the items or schedule lines so that all prerequisites are met within a group. The system automatically executes consolidation when the following functions are called: Interactive planning [Seite 67] Optimization in the background [Seite 84] Order split based on freight units [Seite 57] Prerequisites You have defined consolidation strategies [Seite 56]. or order schedule lines into freight units [Extern]. See also: Dimensions and Units of Measurement [Seite 61] SAP SCM 5. If some of the prerequisites are not met. The split rule [Seite 59] is the same for all items or schedule lines (if defined). Features The system tries to consolidate the items or schedule lines. in other words. The system uses freight units to simulate the deliveries that are created automatically in the ERP system for the orders for which the system has created planned shipments during planning in the Transportation Planning/Vehicle Scheduling (TP/VS) component. the system automatically combines order items.08.0 Add-On Transportation Management (TM) 500 55 . The requested delivery dates/times and material availability dates/times of all items or schedule lines are the same. The total quantity does not exceed the split quantity [Extern] (if defined).SAP Online Help 29.2006 Consolidation Use During consolidation. The transportation group is the same for all items or schedule lines. Here the system checks if the following prerequisites are met: ● ● ● ● ● ● The start and destination locations of all items or schedule lines are the same. a freight unit.

● Consolidate (only entire order) This strategy differs from the Consolidate as much as possible strategy in so far as the system creates freight units per item or schedule line even if some of the items or schedule lines do not meet the prerequisites. delivery items. Integration When applying consolidation strategies. Structure The system supports the following consolidation strategies: ● Consolidate as much as possible (default case) If the following prerequisites are met. You can use the Consolidate per RDD and Consolidate per MAD indicators in the split rule to control how the system is to procedure if requested delivery dates/times and material staging dates/times for the items or schedule lines are not the same. no consolidation takes place. ● ● Always consolidate The system always creates a freight unit for each complete order or delivery. All items or schedule lines are compatible. or order schedule lines are to be consolidated and how they are to be consolidated. No consolidation The system creates a freight unit per item or schedule line without checking the prerequisites. You define consolidation strategies in the definition of split rules [Seite 59]. in other words. or it consolidates them while taking into account the earliest requested delivery date or the latest material staging date. The total quantity does not exceed the split quantity [Extern].08.0 Add-On Transportation Management (TM) 500 56 . Use The system takes into account consolidation strategies during consolidation [Seite 55]. the system consolidates the items or schedule lines so that all prerequisites are met within a group. SAP SCM 5. The split rule is the same for all items or schedule lines. If some of the prerequisites are not met. the system consolidates the items or schedule lines into a freight unit: ○ ○ ○ ○ ○ ○ The start and destination locations of all items or schedule lines are the same. see Definition of Compatibilities [Seite 107]. In this case.2006 Consolidation Strategy Definition Procedure that determines whether order items.SAP Online Help 29. The requested delivery dates/times and material availability dates/times of all items or schedule lines are the same. the system checks compatibilities. Either the system does not consolidate the items or schedule lines. For more information. The transportation group is the same for all items and schedule lines. a freight unit.

ensure that the default profile 0003 (Delivery Split LE Components) has not been changed or deleted. The outbound delivery must therefore subsequently be split into multiple outbound deliveries.0 Add-On Transportation Management (TM) 500 57 . No goods movement. the system automatically consolidates the relevant orders and outbound deliveries into freight units. choose Advanced Planning and Optimization → Transportation Planning/Vehicle Scheduling → Environment → Current Settings → Transportation Optimization → Define Split Rules. the vehicle capacity. the prerequisites for the subsequent delivery split must be met in the ERP system: ○ ○ The outbound delivery was not distributed to a decentralized Warehouse Management system. the system splits the order or the outbound delivery into split freight units. Item quantities that are not contained in a split freight unit form the split remainder. Prerequisites ● You have defined split rules.08. ● If you want to split outbound deliveries. you must create multiple outbound delivery and shipment documents in the ERP system. it becomes apparent that the available loading space is insufficient for the entire outbound delivery. If the order quantity or outbound delivery quantity exceeds the split quantity or the vehicle capacity. see Consolidation [Seite 55].SAP Online Help 29. billing document. To do so. and other split parameters. but are optional for the manual order split. which constitutes a separate freight unit. In the split rule. In both cases. Before the order split. or pick quantity that is still to be confirmed exists for the outbound delivery (at least for the split quantity of an item). Integration ● ● Integration with an ERP system is necessary for this function. Split rules are required for the automatic order split. You use this function in the following cases. the ERP system automatically creates a SAP SCM 5. ○ Features You can execute the order split either in accordance with a split quantity [Extern] that you have defined or in accordance with the vehicle capacity.2006 Order Split Based on Freight Units Use You can use this function to automatically or manually split orders and outbound deliveries. When you trigger the generation of deliveries in the ERP system in the Transportation Planning/Vehicle Scheduling (TP/VS) component. see Split Rule [Seite 59]. for example: ● ● A sales order must be delivered with multiple outbound deliveries due to its size. For more information. on the SAP Easy Access screen. During loading. you define the split quantity. For more information. In Customizing for Logistics Execution under Shipping → Deliveries → Subsequent Delivery Split.

For more information. You can then call interactive planning and continue with planning.2006 delivery for each split freight unit and the split remainder. If the material availability date is to be determined in the Global ATP check using the planning results from the Transportation Planning/Vehicle Scheduling (TP/VS) component. 1. Choose the required orders and outbound deliveries.. SAP SCM 5. choose Advanced Planning and Optimization → Transportation Planning/Vehicle Scheduling → Planning → Create Freight Units.. a subsequent delivery split is automatically executed after the transfer to the ERP system. 2. For more information. you can choose a split rule and apply it directly to the chosen orders and outbound deliveries (using Set Rule).70) Applying split rules before optimization can increase the complexity of the optimization run. 3. Manual Order Split ..0 Add-On Transportation Management (TM) 500 58 . see Manual Creation of Freight Units [Seite 65]. The subsequent delivery split is available as of SAP R/3 Enterprise 4. 1.. When you split outbound deliveries in TP/VS. 2. To process the split result. The system does not create schedule lines for the orders and outbound deliveries that you split. to resplit split freight units. see Transfer of Planned Shipments to SAP R/3 [Seite 149]. see the SAP Library under: ● ● SAP R/3 Enterprise Application Components → Logistics → Logistics Execution (LE) → Shipping (LE-SHP) → Delivery Processing → Subsequent Outbound Delivery Split SAP R/3 Enterprise Application Components → Logistics → Logistics Execution (LE) → Transportation (LE-TRA) → Transportation Planning → Creating Shipments → Subsequent Delivery Split in Shipments Restrictions ● You can use this function for the following types of orders and deliveries only: ○ ○ ○ ○ ○ ● ● Sales orders Purchase orders Stock transport orders VMI sales orders Outbound deliveries (as of SAP R/3 Enterprise Release 4.SAP Online Help 29. . you call the transaction Create Freight Units (/SAPAPO/VSSP) from interactive planning.08. To perform a manual order split.. For more information about generating deliveries.. For more information. Alternatively. and split them. the system automatically splits all the orders and outbound deliveries in accordance with the split rules. When you call interactive planning [Seite 67] or planning in the background. ● Activities Automatic Order Split . for example. see Manual Creation of Freight Units [Seite 65].70. the system might use only one of several possible TP/VS transportation dates/times (in particular the earliest goods issue date). on the SAP Easy Access screen.

Use The system takes into account split rules when executing the following functions: ● ● Consolidation [Seite 55] Order split based on freight units [Seite 57] Changing split rules during planning has an effect on unplanned freight units only. For more information about conditions. but instead. You can define up to eight additional dimensions. Dimensions and Units of Measurement The dimensions weight and volume are preconfigured as default. see Condition [Seite 109]. ● ● Rounding quantity Apply Manually indicator If you set this indicator. For more information. Cap. in split rules: Parameter for Consolidation Consolidation strategy [Seite 56] Parameters for the Order Split You can define the following parameters: The system applies the parameters to unplanned freight units and split remainders only. the system does not automatically apply the split rule. ● ● Split quantity [Extern] Vehicle capacity If you set the Use Veh. ● Proportional split This parameter defines how the system is to distribute the quantities of the individual order items to freight units during an order split (see Example of Proportional Split [Seite 63]). SAP SCM 5. for example. see Dimensions and Units of Measurement [Seite 61].0 Add-On Transportation Management (TM) 500 59 . the system uses the vehicle capacity in the relevant dimension as the split quantity.2006 Split Rule Definition Combination of parameters that the system takes into account when it creates freight units.08. only applies it when you choose it as part of the manual order split.SAP Online Help 29. Requirements By selecting conditions you can restrict the validity of a split rule to certain orders. indicator. Structure You define the following parameters.

choose Advanced Planning and Optimization → Transportation Planning/Vehicle Scheduling → Environment → Current Settings → Transportation Optimization → Define Split Rules.SAP Online Help 29.0 Add-On Transportation Management (TM) 500 60 . SAP SCM 5.2006 To define split rules. on the SAP Easy Access screen.08.

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Dimensions and Units of Measurement
You use dimensions [Extern] to group units of measurement. You need units of measurement to display product quantities, for example, in interactive planning, for consolidation, and for the order split. Furthermore, you need dimensions and units of measurement to describe the capacity of vehicle resources [Seite 29].

Prerequisites
● You have defined the following in the product master data: ○ ○ Base unit of measure [Extern] (BUoM) Conversion factors

You need conversion factors to convert the base units of measure into the required units of measurement. You define these in the product master on the Units of Measure tab page. If you have not defined a conversion factor, the system cannot take into account split quantities or rounding quantities when orders are split based on freight units [Seite 57], for example. In this case, it sets the quantities to zero. If you use characteristics, you do not have to define conversion factors. In this case, the system uses the characteristic value as the quantity. ● You have optionally defined your own units of measurement for the dimensions weight and volume in Customizing for the Transportation Planning/Vehicle Scheduling (TP/VS) component under Basic Settings → Basic Settings for Vehicle Scheduling.

Use
In the split rule [Seite 59], you define the dimensions and units of measurement that you want to use in TP/VS. The dimensions weight (with the default unit of measurement kilogram) and volume (with the default unit of measurement cubic decimeter) are predefined as default. You can define up to eight additional dimensions. We recommend that you restrict the number of defined dimensions for performance reasons.

Example
The following units of measurement are predefined as default: ● ● ● Kilogram (dimension weight) Cubic decimeter (dimension volume)

You also define the following unit of measurement: Pallet (no dimension)

Your sales order contains product A and product B each of which have the quantity "1 piece". You have defined piece as the base unit of measure (BUoM) for both products. You have defined the following conversion factors for product A: ● ● ● 1 piece = 2 kg 1 piece = 3 dm3

You have defined the following conversion factor for product B: 1 piece = 0.5 pal 500 61

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In this case, product A is displayed in the planning view [Seite 69] with quantity 2 kg or 3 dm3. In the unit of measurement pallet, the quantity 0 is displayed because you have not defined a conversion factor. Product B is displayed with the quantity 0.5 pal. Since you have not defined conversion factors for kilogram or cubic decimeter, no conversion occurs. This system displays the value 0.

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SAP Online Help

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Example of Proportional Split
You have created sales order 123 with the following items: ● ● ● Item 10 comprises 4 pallets of product A Item 20 comprises 7 pallets of product B Item 30 comprises 5 pallets of product C

You have defined "4 pallets" as the split quantity [Extern] and "1 pallet" as the rounding quantity. The following figure shows the split result when you select the various options:
Sales Order 123
10 Product A 20 Product B 30 Product C 4 Pallets 7 Pallets 5 Pallets No Item Split Freight Units: 123-0001 123-0002 123-0003 123-0004 123 No Proportional Split Proportional Split (Not Weighted) Proportional Split (Weighted) Split Quantity: 4 Pallets

Rounding Quantity: 1 Pallet

The following section describes the split result in detail: ● No item split If you have set the No Item Split indicator in the split rule, the system groups the products by processing the order items item by item. The system therefore creates the following freight units (FUs): the four pallets of item 10 produce freight unit FU 1230001. FU 123-0002 comprises four of the seven pallets of item 20. The three remaining pallets of this item produce FU 123-0003. FU 123-0004 comprises four of the five pallets of item 30. The last pallet produces the split remainder FU 123. ● No proportional split The system groups the products by processing the order items item by item. The system therefore creates the following freight units (FUs): the four pallets of item 10 produce freight unit FU 123-0001. FU 123-0002 comprises the next four pallets, in other words, the first four pallets of item 20, and so on. FU 123-0003 comprises the remaining three pallets of item 20 as well as the first pallet of item 30, and so on. In the case of this option, the system can combine different products in a freight unit. ● Proportional split (not weighted) The system groups the products by processing all the order items. The system therefore creates the following freight units (FUs): freight unit FU 123-0001 comprises a pallet of item 10, a pallet of item 20, a pallet of item 30, and then another pallet of item 10. FU 123-0002 comprises a pallet of item 20, a pallet of item 30, and so on until all the pallets are distributed to FUs.

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The freight unit quantity per item is calculated as follows: Freight unit quantity = split quantity x item quantity / total quantity of order items The freight unit quantity is rounded in accordance with the rounding quantity. is rounded down to 1 SAP SCM 5.75.0 Add-On Transportation Management (TM) 500 64 .2006 The system groups the products in accordance with the weighting of the individual item quantities compared with the total quantity of the order items. is rounded up to 2 Item 30 4 x 5 / 16 = 1.08.25.SAP Online Help The freight unit quantity per item is calculated as follows: Freight unit quantity = split quantity/number of order items ● Proportional split (weighted) 29. In this example. the freight unit quantity is calculated as follows: ○ ○ ○ Item 10 4 x 4 / 16 = 1 Item 20 4 x 7 / 16 = 1.

the system performs a capacity check. see Order Split Based on Freight Units [Seite 57]. For more information.2006 Manual Creation of Freight Units Use As part of a manual order split. the system checks compatibilities and capacities (for planned freight units). an outbound delivery.08. If the freight unit for the split remainder is already planned. split freight units that were created automatically on the basis of split rules are overwritten. you can split orders and outbound deliveries by combining their items into freight units and entering the corresponding quantities. requested delivery time frames are saved in the SAP SCM 5. you must define split rules [Seite 59]. The system performs a capacity check for freight units already planned. You can also edit the result of an automatic order split. In this case. ● Perform complete delivery You can perform a complete delivery for an order.0 Add-On Transportation Management (TM) 500 65 . Features With this function you can: ● Combine freight units You can combine multiple freight units (multiple split freight units or split freight units and split remainder) into one freight unit. the system does not perform a split. Since the ERP system only knows the requested delivery date and not requested delivery time frames. see Consolidation [Seite 55]. ● Apply split rules You can apply a split rule to the selected orders and outbound deliveries by choosing the required split rule and then Set Rule. ● Change split freight units You can change item quantities of split freight units or can move items from one split freight unit to another. or an order or outbound delivery item. the system automatically consolidates the relevant orders and outbound deliveries into freight units. ● Split freight units When you manually split freight units. Prerequisites If you want the system to take into account split rules. This is only possible for the freight units of an order or outbound delivery. ● Change the requested delivery date You can change the requested delivery date or enter a requested delivery time frame. For more information about the order split. Here. Integration When you call this function.SAP Online Help 29. the system adds its quantity to the split remainder. ● Delete split freight units When you delete a split freight unit.

SAP Online Help 29. Split Freight Units. You can also execute the functions Combine Freight Units. for selections. on the SAP Easy Access screen. However.08. Quantities of planned freight units can be changed. SAP SCM 5. Released freight units cannot be changed. Here the system takes into account the following: ○ ○ ○ ○ Quantities of the freight unit for the split remainder cannot be changed. The total quantity of the split freight units can exceed the total quantity of the original order (overdelivery). Check freight units The system checks capacities and compatibilities for the freight units. for example. the system only takes into account the requested delivery date from the ERP system and not the changed requested delivery date or requested delivery time frame. ● ● ● Create deliveries in the ERP system Block freight units You can block freight units for the optimization. Activities To manually create freight units. and Delete Split Freight Units by drag and drop. choose Advanced Planning and Optimization → Transportation Planning/Vehicle Scheduling → Planning → Create Freight Units.0 Add-On Transportation Management (TM) 500 66 . when the planning view is called (transaction /SAPAPO/VS01).2006 Transportation Planning/Vehicle Scheduling (TP/VS) component only.

you can select one or more orders or shipments. Result Once planning is complete. For more information. 4.2006 Interactive Planning Purpose Interactive planning allows you to assign orders (for example. see Consolidation [Seite 55]. When you call the planning view. you can go directly to the selected optimization profile by choosing Optimization profile. Process Flow . you can execute the next steps within the transportation planning process. the system creates freight units [Extern] out of the order schedule lines. Choosing orders only makes sense for displaying existing planned shipments. You can assign the orders to resources either manually [Seite 75] or using the optimizer [Seite 84]. ○ To make quick changes. and define the optimizer runtime in the optimization profile. ○ ○ Choose Execute. for example transportation service provider selection (TSP selection). and so on. Alternatively. 3. You have defined an optimization profile [Seite 91].SAP Online Help 29. You process the planning results as necessary. 2. stock transport orders. and returns) to vehicles resources [Seite 29]. sales orders. You can save the selected settings as a variant. You execute all these activities in the planning view [Seite 69] of interactive planning. you can edit individual profiles on this screen without having to modify the optimization profile itself.0 Add-On Transportation Management (TM) 500 67 . order categories. If you want to make changes in the optimization profile. See also: Maintaining Shipments Manually [Seite 75] Maintaining Multimodal Shipments Manually [Seite 77] SAP SCM 5. If a large number of resources or locations exist. Prerequisites ● ● You have created orders in SAP R/3 and transferred them to SAP APO using the SAP APO Core Interface. You also select a planning horizon. In the same way. you define the orders that the system should take into account during planning. locations. You are then in the planning view of interactive planning. Planning the orders is not possible.08. 1.. In the optimization profile.. Use the input help to select an optimization profile. The Vehicle Scheduling – Selection screen appears. you can execute the optimization run in the background [Seite 139]. Choose Transportation Planning/Vehicle Scheduling → Planning → Interactive Vehicle Scheduling in the SAP APO menu (transaction /SAPAPO/VS01). it may make sense to use resource selection. purchase orders. As a result you receive planned shipments that you can then process further. You plan shipments either manually or using the optimizer.

2006 SAP SCM 5.0 Add-On Transportation Management (TM) 500 68 .SAP Online Help Optimization [Seite 84] Transportation Service Provider Selection [Seite 111] 29.08.

or want to edit. shipments. it gets a symbol that signals the load condition (empty across the whole horizon or loaded). you can also execute a number of tasks that are part of the planning process: Starting the optimization run [Seite 89] Selecting the transportation service provider [Seite 111] Releasing shipments [Seite 128] Calling the alert monitor [Extern] Calling the application log [Seite 141] Transferring planned shipments to SAP R/3 [Seite 149] The following describes both screen areas in detail: You use the selection bar (shuffler) to select the planning object for which you want to display the details on the right of the screen.2006 Planning View Definition User interface for interactive planning of resources. The system only displays the shipments assigned to a SAP SCM 5. shipments. Display the planning situation graphically You can display transportation activities. Structure The planning view includes the following screen areas: ● ● The selection bar (shuffler) in the left-hand area of the screen.0 Add-On Transportation Management (TM) 500 69 . orders) Five tab pages in the right-hand area of the screen. the system displays all the vehicle resources selected using the optimization profile or the selection screen.SAP Online Help 29. Use You use the planning view to: ● ● Solve planning problems interactively You can plan and edit shipments interactively in the planning view. which includes the three views for selecting planning objects (resources.08. for displaying and editing planning objects: ○ ○ ○ ○ ○ Tabular Planning Multilevel Planning Overview Planning Board Object Planning Board Details From the planning view. The selection bar includes the following three processing views: Resource View In the resource view. and orders in the planning board of the planning view. Depending on the capacity used of the vehicle resource in the planning horizon. and orders in Transportation Planning/Vehicle Scheduling (TP/VS). resources.

you can display the shipments by doubleclicking the vehicle resource.SAP Online Help 29. and unload are displayed in the form of bars. The tab pages on the right of the screen have the following uses: Tabular Planning On this tab page. This time axis corresponds to the planning horizon defined in the optimization profile. It includes the following screen areas: ● In the Transportation activities screen area. Multilevel Planning You use this tab page for manually planning interlinked or multimodal shipments [Seite 77] (cross-docking). These bars include the start and finish of activities. you plan shipments manually [Seite 75]. You can change or add to the fields available in the editing view of the selection bar using a user exit or BAdI (see Editing Field Contents [Seite 146]). the orders are displayed with their transportation activities on a time axis. see Using the Planning Boards [Seite 72]. ● ● For more information. You can change or add to the fields available in the tables using a user exit or BAdI (see Editing Field Contents [Seite 146]). finish. The shipment number. the system displays all the shipments for which at least one shipment activity lies completely or partially within the planning horizon. To delete shipments. You can change or add to the fields available in the tables using a user exit or BAdI (see Editing Field Contents [Seite 146]). Shipment View In the shipment view. all the resources involved in the shipments are displayed: vehicle resources. If you do not select the orders. The activities load. Assigned/unassigned freight units The upper table (assigned freight units) displays all the freight units that are assigned to the planning object. each in a different color. Overview Planning Board This tab page gives you a complete overview of all the planning objects selected using the optimization profile. Order View In the order view.08. transport. You can also edit planning objects. the system displays all the shipment activities (shipment assignment/itinerary) that are assigned to the planning object. Resource breaks are defined in gray. double-click it and edit it in the right-hand screen area (Tabular planning tab page). select the corresponding shipments and then choose Delete Shipments in the context menu. In the Resources screen area. the start. and that are relevant for the current planning run. the system displays all planned and unplanned freight units [Extern]. This tab page includes the following three tables: ● Shipment activities/itinerary In this table. and gross/net duration of the shipping activities are displayed. The lower table (unassigned freight units) displays all the freight units that are not yet scheduled and/or those to be scheduled. SAP SCM 5.2006 vehicle resource if you have selected the corresponding orders in the optimization profile or selection screen.0 Add-On Transportation Management (TM) 500 70 . If you want to change a shipment that has already been scheduled. loading resources (inbound/outbound) and resources maintained in the opening times.

Details On this tab page. ● ● ● Resource view: Double-click a resource to display information relating to all the shipment activities and orders connected to this resource in the object planning board. For an object planning board that is already open.0 Add-On Transportation Management (TM) 500 71 . The information displayed depends on the view you choose in the selection bar. you can display the routes of the shipments [Seite 73]. you can display additional details for the planning object (resource. see Using the Planning Boards [Seite 72]. or order) displayed in the selection bar (shuffler). It includes two screen areas as in the case of the overview planning board. See also: Status Overview [Seite 83] Collaborative Transportation Planning [Seite 129] Manual Order Combining [Seite 79] SAP SCM 5. Shipment view: Double-click a shipment to display information relating to all the resources and orders connected to this shipment in the object planning board.SAP Online Help Object Planning Board 29. Geographical Overview On this tab page. Order view: Double-click an order to display all the shipment and resource information for the order in the object planning board. The data in the object planning board changes accordingly. shipment.08.2006 This tab page displays information about the planning objects displayed in the selection bar (shuffler). you can switch from one of the selected views to another. For more information.

You can flag individual orders or resources in color or hide them from the list. red dashed line automatically appears in the display period. Select the desired object in the order list or resource list and select the relevant option in the context menu. Planning Functions You can reschedule orders directly in the planning board or deallocate them. you can set the start and end of the display period to the start date of the first or the end date of the last graphical object.0 Add-On Transportation Management (TM) 500 72 . To display a hidden object once more. Processing Functions To display order or product data. weekends) Alternatively. The Vehicle Scheduling – Resource screen appears. 4. quarters. which you can move with the cursor.. Most of the functions on these tab pages are available in context menus. You can also mark in color all the objects that belong to a selected order (for example. Choose Execute.. 1. a vertical. For the current date. A vertical dashed line. Procedure . Choose Transportation Planning/Vehicle Scheduling → Planning → Interactive Vehicle Scheduling in the SAP APO menu. Select the Overview Planning Board or Object Planning Board tab page.2006 Using the Planning Boards Prerequisites You have created orders in SAP R/3 and transferred them to SAP APO. highlights the date the cursor is on in the schedule. SAP SCM 5. This date also appears in the status line at the bottom of the screen. Use the input help to select an optimization profile. select it in the shuffler with a double mouse click. days. Display Functions You have various possibilities to change the display period: ● ● ● ● Change the scale (view in hours. shipment activities or resources). and years) Switch on/off full screen (switch between the current display and the overview of the whole display period) Change start of diagram (set the start of the display period to the current date or to any other date) Hide non-working time (for example. you can branch directly to the order view or to the product view or product master record. 2. 3. which vary for each screen area.SAP Online Help 29. weeks.08. months.

Note when selecting orders that in the case of a shipment with several orders.08. or as a symbolic route. choose Overview. The start and destination locations and the stopoffs are marked with a description in addition to the graphical display to provide a better overview. A route can be displayed either as a road route.0 Add-On Transportation Management (TM) 500 73 . If you have not chosen a shipment to the right of Selected Shipment and you then choose Remove. You have created the geographical coordinates for the locations. a direct connection between the individual locations. all shipments displayed on the road map are deleted.2006 Displaying Routes for Shipments Use You can display one or more shipments on a road map on the tab page Geographical Overview in interactive planning. You have activated the map display for your user in Customizing for the component Transportation Planning/Vehicle Scheduling (TP/VS). the system only displays the route as far as the destination location of the selected orders. Prerequisites ● ● ● You have installed an external GIS server (GIS = Geographical Information System) and an IGS (Internet Graphics Server) and connected these to SAP APO. SAP SCM 5. Travel Time. You can also move the map section and return to the complete view at any time. the travel time and distance are displayed on the basis of the road network for this shipment. Changing the Layout of the Road Map You can center the road map and zoom in and out. To display the travel time and distance for all the displayed shipments.SAP Online Help 29. You can also display route descriptions with the travel time and distance of the journey based on the road network. to the right of Selected Shipment and then choose the shipment If you choose the arrow that you want. that is. If several shipments are displayed on the map and you have only selected one shipment to the right of Selected Shipment. If during the display you switch tab pages and select a different object in the selection bar (left part of the screen). the system refreshes the road map display when you select the Geographical Overview tab page again. You can display the routes for shipments and for orders and resources to which shipments are assigned. the exact route to be followed. and Distance You can display a detailed route description for this shipment by choosing Route. Displaying Route Description. Deleting Shipments from the Display You can delete selected shipments from the road map by choosing Remove. km). Features Displaying Routes The routes are displayed as colored lines. you can deselect this selected shipment by choosing the arrow to the right of Selected Shipment and then the blank entry. that is. mile. The distance is displayed in a user-defined unit (for example.

SAP Online Help 29. Choose the Geographical Overview tab page. Select an optimization profile and choose with quick info text Execute. 1. The system displays the relevant section of the road map and the shipment routes. 3. 2. From the SAP Easy Access screen.0 Add-On Transportation Management (TM) 500 74 . Selection one or more shipments in the selection bar and then Display.2006 Activities ..08. SAP SCM 5.. choose Advanced Planning and Optimization → Transportation Planning/Vehicle Scheduling → Planning → Interactive Vehicle Scheduling. 4.

interactive planning also allows you to plan shipments manually. You can do this using drag and drop or by choosing Assign Order. the arrival time at the last SAP SCM 5. Select a resource in the selection bar (shuffler).. On the Tabular Planning tab page. Procedure Create Shipments .. However. and schedules in either the optimizer [Seite 84] or manually in multilevel planning [Seite 77].SAP Online Help 29.08. 2. 3. 1. You must enter at least one date/time for each shipment (for example.2006 Maintaining Shipments Manually Use Along with automatic planning with the optimizer [Seite 84]. which it determines from the stop-offs at all start locations and all destination locations. The Transportation Scheduling Specifications for Scheduling screen appears.0 Add-On Transportation Management (TM) 500 75 . The system reads the shipment duration from the data from the relevant transportation lane. You are in the planning view [Seite 69]. The system also generates a default value for the itinerary. among others. into account: ● ● ● ● ● ● ● ● ● ● ● Vehicle resource capacities (as long as you schedule the resource finitely) Resource availability Loading resources (inbound/outbound) to locations Opening times Trips to and from depot location (for your own means of transport) Empty runs Compatibilities/incompatibilities Pickup or delivery windows Schedules (only for multilevel manual planning) Wait time Maximum length of stay You can plan interlinked shipments. You define the sequence of stop-off points by adjusting the stop-off sequence. For manual planning. You can remove a freight unit from the table using Remove Assignment. the system takes the following constraints. multimodal shipments [Extern]. The screen name displays the resource description. There you edit the: ○ ○ ○ ○ Loading and unloading durations Sequence of the stops Transportation duration Arrival or departure date and time The system determines the default values for the loading durations from transportation and shipment scheduling [Extern]. move freight units from the Unassigned Freight Units table to the Assigned Freight Units table. you can adjust this where necessary.

and then choosing Reschedule Shipment in the Shipping Activities table. the whole shipment is rescheduled. Confirm your entries with Enter. You can display or change the created shipments in the shipment view in the selection bar (shuffler). If you deallocate all the freight units assigned to a shipment. After your confirmation.2006 destination location). You can do this until the shipment has been released. Delete Shipments You delete shipments by selecting them in the shipment view of the selection bar (shuffler) and by then using the right mouse button to choose Delete Shipment in the context menu. 4. SAP SCM 5. The system adds a row with the relevant information in the Shipping Activities/Itinerary table and in the Assigned Freight Units table. the system creates a shipment as long as there is a possible date for the execution of the shipment in the planning horizon and the resource selected has enough capacity. Change Shipments You reschedule a shipment by selecting it with a double-click in the shipment view of the selection bar (shuffler). If you add additional freight units to a shipment in the shipment view.08. If a shipment that is to be deleted has a freight unit assigned to it which is also assigned to other shipments. This function is possible up until the shipment is released. the system deletes the shipment.0 Add-On Transportation Management (TM) 500 76 . the system removes the freight unit from all shipments.SAP Online Help 29.

You can initially create the shipment without a resource and can then subsequently assign a resource to it during transportation planning.08. 2. Prerequisites You can only use heuristics if you have activated them in Customizing.2006 Maintaining Multimodal Shipments Manually Use You can create multimodal shipments [Extern] either in optimization [Seite 84] or manually in multilevel planning. or add orders to shipments. If you want to define different unloading and loading durations for the individual shipment stages. You assign schedule vehicles by choosing Change Stage. In the shuffler (left screen area). select the required heuristic from the dropdown menu to the right of the Heuristics button. you can also assign the resource using Assign resource in the shuffler. however. 1. you can select the desired schedule connection. for example. To do this. You also avoid the restrictions of the optimizer. You can calculate the unloading and loading duration for shipments by choosing Calculate Un/Loading Duration. You are in interactive planning. for example the maximum number of reloads. Assign a resource to the stage of the shipment by dragging the required resources from the shuffler to the stage of the shipment using drag and drop. 3. In the Schedule Connection field. changes dates/times.SAP Online Help 29. Create stages of shipment. select the resource view and in the right screen area select the Multilevel Planning tab page. Multilevel planning offers an interface for customer-specific heuristics. You can choose from the following: ○ ○ ○ ○ Select a freight unit in the lower area of the screen and choose Create Stage(s). you must first activate the checkbox of the stages to which you want to assign the resource.0 Add-On Transportation Management (TM) 500 77 . 4. You can edit the shipment structure manually and use it as an initial solution for the optimizer. Alternatively. Otherwise the relevant pushbutton is not active in multilevel planning.. SAP SCM 5. have to assign any resources.. You do not. Choose New Stage and enter the required data. Heuristics support you in planning by providing you with default values using algorithms for the shipment structure (stages of shipment and resource assignment) on the basis of the selected orders and resources. The basis for these default values are the selected orders and resources. remove orders from the shipment. One of the advantages of manual maintenance in multilevel planning as opposed to the optimizer is that you do not have to define a transshipment hierarchy [Seite 53]. Procedure . You can edit the multimodal shipments created in the optimizer in multilevel planning. double-click the relevant shipment and enter the required values. You can take into account schedules in both cases. If you want to create a default for a shipment structure using a heuristic. Select a freight unit and drag them to the upper area of the screen using drag and drop.

starting from the desired arrival date.2006 The system does not take into account unloading and loading durations for schedule vehicles. 6. In the standard system. that is.08. If you want to use forward scheduling to schedule the shipments. the shipments are scheduled backwards. If no arrival or departure date is available. the system uses the start or end date of the planning horizon. SAP SCM 5. Check the route if necessary by choosing Check Route and adopt the changes by choosing Copy Changes. We recommend that you schedule forwards when using schedules in multilevel planning.0 Add-On Transportation Management (TM) 500 78 .SAP Online Help 29. Result The system creates planned shipments and loads the assigned resources. starting from the desired departure date. 5. choose Schedule Forwards. that is.

● Compatibilities [Seite 107] The system then checks if the freight units are compatible with each other. it issues an error message.SAP Online Help 29. The system checks whether the material availability dates and the requested delivery dates of the freight units are identical. you must add the relevant column to the layout in interactive planning. When you refresh the planning view. After the optimization. This corresponds to the number of the main freight unit. SAP SCM 5. To display the Indicator for “´With Shipment”. since you are not allowed to assign a main freight unit to other freight units. the system issues a warning message and adopts the date from the main freight unit. If this is the case. ● Planned Freight Units The system checks whether planned freight units are assigned to the main freight unit.0 Add-On Transportation Management (TM) 500 79 .2006 Manual Order Combining Use You can interactively define that multiple orders or deliveries are to be delivered together. for example. you assign the unplanned freight units that are to be delivered together to a freight unit. Features You can combine the orders or deliveries in the planning view of interactive planning in both tabular and multilevel planning by combining the corresponding freight units [Extern]. If they are not identical. If the system finds an incompatibility. it checks whether the freight units and the planned shipment determined by the optimizer are compatible. ● Material Availability Date/Requested Delivery Date You have defined the window for the pickup or delivery [Seite 97].08. When you leave the planning view. since no assignment is possible. it issues an error message. The optimizer then only takes this main freight unit into account in the optimization run instead of the individual freight units. the assignments remain. it issues an error message. If the dates are not identical. it executes the following checks: ● Source/Destination Location The system checks whether the source and destination locations of the freight units are identical. Before the system assigns the unplanned freight units to the main freight unit. ● Multiple Assignment The system checks whether the main freight unit is assigned to another freight unit. In this way you ensure that the optimizer assigns them to the same planned shipment. since you are not allowed to assign planned freight units to a main freight unit. This freight unit becomes the main freight unit. The system marks the assigned freight units with the Indicator for “With Shipment”. different means of transport. If this is the case. the optimizer cannot generate the planned shipment. To do this. the system deletes the assignments.

0 Add-On Transportation Management (TM) 500 80 . This highest freight unit selected becomes the main freight unit. 1.2006 Deleting Assignments You can delete assignments using the context menu. Start the optimizer.SAP Online Help 29. This freight unit becomes the main freight unit.. When doing so. Activities .08. ○ 2.. instead of the individual freight units. the optimizer only takes into account the main freight unit. SAP SCM 5. Assign the required unplanned freight units to a main freight unit. You have the following options: ○ You select the unplanned freight units that are to be delivered together and assign them to a freight unit in the selection bar (left part of the screen) by drag & drop. You select the unplanned freight units that are to be delivered together and use the relevant option in the context menu to combine them. The optimizer creates planned shipments.

0 Add-On Transportation Management (TM) . This can mean that the dates/times of deliveries already sent to SAP R/3 (for example. SAP APO also displays a warning message and the modified date cannot be transferred. unload. shipping activities) no longer correspond to the new dates resulting from the loading and unloading activities in TP/VS. You can create a history of all changes to shipments. a delivery that has already been picked is “not changeable”. compared in SAP R/3 and then sent back to TP/VS. Prerequisites ● ● System prerequisites: SAP R/3 4. material staging date.7 You have activated the change logic for deliveries in SAP APO Customizing (Advanced Planning and Optimization (SAP APO) → Transport Planning/Vehicle Scheduling (TP/VS) → Basic Settings → Basic Settings for Vehicle Scheduling). you cannot transfer the modified date.08. The process is different for deliveries and inbound deliveries. these dates have to be updated in SAP R/3. shipments are created in the form of the corresponding activities (load. If you want the system to retrieve the change status of deliveries in SAP R/3 when transaction /SAPAPO/VS01 is called. If you have activated change status retrieval in the optimization profile. when you call interactive planning (transaction /SAPAPO/VS01). since the dates are a main prerequisite for executing shipping activities. the system issues a warning message. ship). The system then displays the status in TP/VS. To do this. The system displays the status in interactive planning in the “Change Status” field for all unscheduled transportation units. For example. you must set the Determine Change Status of Deliveries indicator in the Optimization Profile. You can call the history in two ways: ● ● In interactive planning: Display change history symbol Using the menu: SAP Easy Access Menu → Transportation Planning/Vehicle Scheduling (TP/VS) → Environment → OLTP Interface → Display Change History for Transports 500 81 SAP SCM 5. the system automatically determines in SAP R/3 whether or not deliveries can be changed. From interactive planning. You must first copy this field to the column selection in the right screen area using “Layout Settings”. you select the desired shipments in the shuffler and then Synchronize Delivery Dates in the context menu. If a delivery has the status “not changeable”. transportation planning date. Even if you have not activated the determination of the change status of deliveries. you can change delivery dates in SAP R/3 from TP/VS. you can plan for different kinds of document. purchase orders. inbound and outbound deliveries. If a delivery has the status “changeable”.2006 Changing Delivery Dates/Times in SAP R/3 from TP/VS Use In Transportation Planning/Vehicle Scheduling (TP/VS).SAP Online Help 29. However. ● Features You can update the dates/times of sales order in SAP R/3 using backorder processing [Extern]. you then trigger the transfer of the altered dates to SAP R/3. for example sales orders. In the planning process. the dates are automatically transferred. If the delivery has the status “Not modifiable”. In this case.

2006 A prerequisite for displaying the change history is that you have entered a retention duration (in days) of a value not equal to zero. choose Advanced Planning and Optimization → Transportation Planning/Vehicle Scheduling → Basic Settings → Basic Settings for Vehicle Scheduling. SAP SCM 5.08.SAP Online Help 29.0 Add-On Transportation Management (TM) 500 82 . In SAP APO Customizing.

08.SAP Online Help 29.0 Add-On Transportation Management (TM) 500 83 .2006 Status Overview Use The following figure shows an overview of all the statuses that are used in Transportation Planning/Vehicle Scheduling (TP/VS): A c tio n S h ip m e n t R e le a s e (p u b lis h ) G e n e ra te d e liv e r y C h e c k re le a s e o f p la n n e d s h ip m ts T ra n s fe r p la n n e d s h ip m e n t to S A P R /3 S h ip m e n t S ta tu s P la n n e d A c tio n S h ip m en t T e n d e rin g S ta tu s F o r s h ip m e n t te n d e rin g u s in g In te rn e t o r E D I P u b lis h e d (re le a s e d ) S h ip m e n t te n d e rin g S h ip m e n t s e le c te d fo r tra n s fe r S h ip m e n t tra n s fe rre d to O L T P s ys te m TSP re s p o n s e Tender a c c e p te d T e n d e r a c c e p te d w ith c h a n g e s Tender re fu s e d T e n d e re d S ta tu s O b je c t A c tio n S u c c e s s fu l SAP SCM 5.

for example. You have created transportation lanes and made the settings relevant to TP/VS in the SAP APO master data under Master Data → Transportation Lane → Transportation Lane. For more information. For example. The optimizer also generates additional planned shipments by using heuristic criteria to distribute the orders and deliveries to vehicles. the optimizer processes planned shipments already available from a previous optimization run or manual planning. You define the settings for the optimizer in the optimization profile. The optimizer then modifies these initial solutions step-by-step.08. orders.SAP Online Help 29. You have defined a cost profile in the SAP APO master data under Master Data → Application-Specific Master Data → Transportation Planning/Vehicle Scheduling → Maintain Vehicle Scheduling Costs. see Optimization Run Termination [Extern]. You can have the optimizer check if planned shipments that you have created manually adhere to the constraints. ● ● ● ● Features The optimizer generates planned shipments from the optimization data [Seite 86] (that is. and vehicles). see TP/VS-Relevant Transportation Lane Settings [Seite 39]. the optimizer returns the best solution found. deliveries. SAP SCM 5. you have defined a transshipment hierarchy [Seite 53]. the optimizer tries to minimize the total costs [Seite 87] while adhering to the constraints. You have defined an optimization profile in Customizing for TP/VS under Optimizer → Define Optimization Profile. the order will not be delivered. the optimizer does not take into account planned shipments that already exist. that is. The optimization run is then ended after these planned shipments have been evaluated. if the costs defined for non-delivery of an order are lower than the costs for shipping the order. When doing this.2006 Optimization Use The aim of optimization in the component Transportation Planning/Vehicle Scheduling (TP/VS) is to assign orders to vehicles cost-effectively whilst taking into account certain constraints [Seite 94] and to determine the sequence of deliveries and transportation dates. You define the costs that the system is to minimize in the optimizer in the cost profile [Seite 41]. For information about ending optimization runs before they are finished. The best of these initial solutions [Seite 88] make up the starting point of the search process. When doing this.0 Add-On Transportation Management (TM) 500 84 . When doing this. In the case of multimodal shipments or transshipments. the optimizer does not generate any more planned shipments and does not modify the existing planned shipments. Prerequisites ● You have defined the master data for optimization in Customizing for SAP APO under Basis Settings → Optimization → Basic Functions → Maintain Master Data for Optimization Server (for example the network connections to the optimization server and the maximum number of users). by loading an order on to another vehicle or changing the delivery sequence of a vehicle. At the end of the planning run.

In the background. For more information.2006 Activities You have two options for executing the optimization: ● ● Interactively in the planning view. On the SAP Easy Access screen.08. SAP SCM 5. choose Advanced Planning and Optimization → Transportation Planning/Vehicle Scheduling → Planning → Planning in the Background → Schedule Optimization Run.SAP Online Help 29. see Executing Interactive Optimization [Seite 89].0 Add-On Transportation Management (TM) 500 85 .

Structure Optimization data includes the following data: ● ● ● ● ● All the orders (for example.SAP Online Help 29. and depot locations) Transportation lanes for all the schedule-based means of transport selected in the cost profile for which there is an itinerary linking the relevant locations ● SAP SCM 5. transshipment locations [Extern].2006 Optimization Data Definition Data for which the system optimizes planning during optimization [Seite 84].08. sales orders and purchase orders) and deliveries that you have selected in the optimization profile All the planned orders and deliveries that lie within the demand horizon and planning horizon or which are assigned to chosen vehicle resources [Extern] All the vehicle resources that you have chosen in the optimization profile The following transportation lanes are also part of the optimization data: Transportation lanes for all the means of transport chosen in the cost profile [Seite 41] for which you have chosen vehicle resources in the optimization profile Transportation lanes between all the relevant locations of the optimization run (source and destination locations of the orders selected.0 Add-On Transportation Management (TM) 500 86 .

stopoffs.0 Add-On Transportation Management (TM) 500 87 .08. SAP SCM 5. and transported quantity/distance Earliness costs Lateness costs Costs for non-delivery Load costs You define these costs in the cost profile [Seite 41]. distance. you can influence the weighting of these costs by specifying a factor.SAP Online Help 29. Structure The total costs comprise the following costs: ● ● ● ● ● ● Fixed transportation costs Variable transportation costs for each unit for the dimensions duration. You can also find more information there.2006 Total Costs Definition Costs that the system minimizes during optimization [Seite 84]. Before the optimization run starts.

• Only if the initial solution is valid can the optimizer use it and execute the optimization run. improve existing planned shipments from a previous optimization run or manual planning as an initial solution. The optimizer generates additional initial solutions by distributing orders and deliveries to vehicle resources using heuristic criteria. The optimizer cannot plan the journey of the vehicle resource from the end of the first planned shipment to the start of the second planned shipment because there is not enough time available. If they are part of an interlinked shipment. They must lie completely within the planning horizon. The optimizer then checks the validity of the initial solution. These values therefore deviate from the standard values defined in the master data at the time of planning. There are two types of initial solution: ● ● The existing planned shipments from a previous optimization run or manual planning form an initial solution. this shipment must lie within the planning horizon.2006 Initial Solution Definition Solution that the optimizer generates. Use The optimizer can only process. SAP SCM 5. If they belong to schedule vehicle resources. the schedule data must be correct (differences in the schedule data can occur if schedule times or the itinerary change). evaluates. An initial solution is invalid. an order can be transferred to another vehicle a maximum of two times and the transshipment locations must correspond to the transshipment locations defined in the hierarchy). for example.0 Add-On Transportation Management (TM) 500 88 . They must not violate any incompatibilities. ● The optimizer filters planned shipments that do not meet these prerequisites before the optimization run begins. loading/unloading) or changed the values since the shipment was scheduled. If they belong to an interlinked shipment. where necessary.SAP Online Help 29. this shipment must be valid for optimization (for example. They must lie in selected vehicle resources. if they meet the following prerequisites: ● ● ● ● ● ● ● They must not be released (the optimizer does not change released planned shipments during the optimization run). They must use connections with transportation lanes.08. and then optimizes. The optimizer plans two successive shipments to the same vehicle resource that is not one of your own vehicle resources. in the following cases: • You have manually entered values for the durations (transportation. and.

However.. On the SAP Easy Access screen. the additional steps are not required. for example. In this case. Choose the required optimization profile and then Execute.08. 2. Choose Interactive and make additional settings. End the optimization run after the initial solution [Seite 88] has been evaluated To do this. choose Advanced Planning and Optimization → Transportation Planning/Vehicle Scheduling → Planning → Interactive Vehicle Scheduling. you can change the planning horizon. To call the optimizer. If you choose Change Shipment Fixing for a shipment. the system does not take it into account in the optimization run. This means that you can only enter a later start date or an earlier end date. 1. 6.SAP Online Help 29. choose VS Optimization. for the optimization run: ○ ○ Define the weighting of costs [Seite 87] To do this. ■ ■ You can use Do not optimize order to exclude orders from the optimization run.. If you choose Only Selected Objects. The Vehicle Scheduling – Selection screen appears.0 Add-On Transportation Management (TM) 500 89 . Choose Start Optimization Run to execute the optimization. 3. The VS Optimization screen appears. for example. the system executes optimization in the background. The Vehicle Scheduling – Resource screen appears. you can add orders to a planned shipment or execute optimization again for individual vehicle resources. as required. choose Optimization Profile and then the Cost Factors tab page. choose Optimization Profile and then the Basic Settings tab page. The Optimizer Settings dialog box appears.2006 Executing Interactive Optimization Prerequisites See Optimization [Seite 84] Procedure . If you choose the option In Background instead of Interactive. There you can make the following settings. ■ ■ 5. In this way. The following results are displayed: ○ Weighted or unweighted resulting costs SAP SCM 5. here you cannot enter an earlier start date or a later end date. The system executes the optimization run. ■ For example. 4. the system executes optimization only for individual vehicle resources and orders that you have chosen before in the planning view.

for example: ■ Resulting costs broken down by vehicle The values displayed are based on the costs defined in the cost profile [Seite 41]. ■ Details about transportation lanes If you work with transportation zones. If you adopt the new planned shipments. select the requested parameters and choose Show values. you can choose whether you want to adopt or reject the planned shipments that have just been generated. When you exit the optimizer. If you want to display the solution process for several parameters. you can then continue to process these in interactive planning.2006 Information about temporary solutions If you want to display the solution process for another parameter.0 Add-On Transportation Management (TM) 500 90 . SAP SCM 5. ○ ○ Overview of the best solution (end result of optimization) Details about messages 7.SAP Online Help ○ 29. double-click it in the Current solution area. the system displays all the relevant transportation lanes that were generated during the runtime here.08. ○ Additional information.

SAP SCM 5.08. → Environment → Current Settings → Transportation Optimization → Define Optimization Profile. Change. → Planning → Interactive Vehicle Scheduling. Then choose Start VS. delete. copy optimization profile Check optimization profile settings Start interactive planning from the optimization profile Edit optimization profile from the selection screen for interactive planning → Environment → Current Settings → Transportation Optimization → Define Optimization Profile → Environment → Current Settings → Transportation Optimization → Define Optimization Profile.SAP Online Help 29. choose from the SAP Easy Access screen.2006 Editing the Optimization Profile To call the individual functions in the table. Then choose Check Optimization Profile Settings. Then choose Optimization Profile.0 Add-On Transportation Management (TM) 500 91 . Function Define optimization profile Navigation → Environment → Current Settings → Transportation Optimization → Define Optimization Profile Or choose the following path in Customizing for TP/VS: Advanced Planning and Optimization → Transportation Planning/Vehicle Scheduling (TP/VS) → Optimizer → Define Optimization Profile. Advanced Planning and Optimization → Transportation Planning/Vehicle Scheduling (TP/VS).

According to this. You can also specify that the system is select the orders and deliveries based on the material availability date.2006 Demand Horizon and Planning Horizon in Optimization Definition Planning and demand period in which shipments are to take place. You can define the demand horizon as fixed or relative: ● ● Fixed: You define the demand horizon precisely by defining a start and end date and a start and end time. but specify instead a duration in days starting from the current date. The system then automatically determines the start and end date and the start and end time. but instead at a later time.0 Add-On Transportation Management (TM) 500 92 . To execute planning in TP/VS.08. you must define both of these horizons. you can define an offset. If the demand horizon is not to start on the current date.SAP Online Help 29. The system chooses all orders and deliveries whose requested delivery date lies within the demand horizon. You define the demand and planning horizon as part of the optimization profile for the component Transportation Planning/Vehicle Scheduling (TP/VS). sales orders and purchase orders) and deliveries are included in planning. Use Demand Horizon The following figure shows how the demand horizon is defined: Current date Start of demand horizon End of demand horizon Offset Demand Horizon = Order = Material availability date = Requested delivery date The demand horizon specifies which orders (for example. Relative: You do not define the demand horizon with precise dates and times. the relative demand horizon is defined as follows: Start of demand horizon = current date + defined offset SAP SCM 5.

2006 End of demand horizon = current date + defined offset + defined duration of demand horizon Planning Horizon The following figure shows how the planning horizon is defined: Current date Start of planning horizon End of planning horizon Offset Planning Horizon = Order = Material availability date = Requested delivery date The planning horizon contains information about when shipments are scheduled. you can define an offset.08.0 Add-On Transportation Management (TM) 500 93 . you can specify the time zone in which the horizon is to be calculated.SAP Online Help 29. but specify instead a duration in days starting from the current date. The relative planning horizon must not lie in the past. the relative planning horizon is defined as follows: Start of planning horizon = current date + defined offset End of planning horizon = current date + defined offset + defined duration of planning horizon SAP SCM 5. Relative: You do not define the planning horizon with precise dates and times. If the planning horizon is not to start on the current date. but instead at a later time. The system then automatically determines the start and end date and the start and end time. You can define the planning horizon as fixed or relative: ● ● Fixed: You define the planning horizon precisely by defining a start and end date and a start and end time. In the case of the relative planning horizon. According to this.

08. You model soft constraints using penalty costs. for example. A combination of the options Hard Soft and hard SAP SCM 5. the optimizer first deals with other parts of the costs (for example. however. earliness or lateness costs are incurred. lateness costs are incurred.0 Add-On Transportation Management (TM) 500 94 . lateness costs that are part of the total costs [Seite 87]. The optimizer can also schedule a sales order after the requested delivery date.2006 Constraints for Optimization Use The optimizer takes into account constraints when assigning orders and deliveries to vehicle resources. Hard constraint: Loading capacities of a vehicle resource. In this case. minimum number of vehicle resources) and accepts the violation of the soft constraints. The optimizer can only schedule orders within existing transportation capacities. The optimizer minimizes the total costs in the optimization run while adhering to the hard constraints. you give a greater weighting to the penalty costs. You can differentiate between hard and soft constraints: ● ● The optimizer always adheres to hard constraints. The optimizer can only schedule the pickup for the material availability date. for example. If. You can define tolerances for the early or late pickup without penalty costs (see Definition of Windows [Seite 97]).SAP Online Help 29. By appropriately weighting the penalty costs in the total costs. you give a lesser weighting to the penalty costs. If. Soft constraint: Requirement dates of sales orders. you can influence the priority of adhering to the soft constraints. You can define tolerances within which an early or late pickup is allowed (see Definition of Windows [Seite 97]). In this case. Features The following table shows the planning data that the optimizer considers as constraints: Planning Data Loading capacities Loading resources (inbound/outbound) and opening times Incompatibilities [Seite 107] Pickup Constraint Hard Hard Comment Hard Soft The optimizer can also schedule the pickup of the order before or after the material availability date. the optimizer’s main aim is to adhere to the constraints.

You can define tolerances within which an early or late delivery is allowed (see Definition of Windows [Seite 97]).0 Add-On Transportation Management (TM) 500 95 .SAP Online Help 29. In this case. and trucks) Minimum goods wait time [Extern] at the location Maximum goods wait time [Extern] at the location Distance traveled (for each vehicle resource) Hard Hard Hard Hard Hard Soft Only relevant for crossdocking [Seite 53] Only relevant for crossdocking [Seite 53] The optimizer attempts to schedule the shortest distance possible.2006 described above Delivery Soft The optimizer can also schedule the delivery of the order before or after the requested delivery date. The optimizer can only schedule the delivery for the requested delivery date. A combination of the options described above The optimizer attempts to schedule the shortest duration possible. ships.08. Hard Soft and hard Journey duration (for each vehicle resource) Soft Hard Soft and hard Number of stop-offs (for each vehicle resource) Soft SAP SCM 5. The distance must not be greater than the value defined in the cost profile. You can define tolerances for the early or late delivery without penalty costs (see Definition of Windows [Seite 97]). earliness or lateness costs are incurred. A combination of the options described above The optimizer attempts to schedule as few stop-off as possible. airplanes. The duration must not be greater than the value defined in the cost profile. A combination of the options described above Hard Soft and hard Journey to depot for own means of transport Loading and unloading durations Schedules [Seite 45] of means of transport (trains.

0 Add-On Transportation Management (TM) 500 96 .SAP Online Help 29. A combination of the options described above The optimizer does not take into account the wait time for trailers.08.2006 Hard The number of stop-offs must not be greater than the value defined in the cost profile. The optimizer does not take into account the maximum length of stay for trailers. Soft and hard Wait time [Extern] Hard Maximum length of stay [Extern] Decreasing capacities [Seite 44] Compartment capacities Capacities of means-oftransport combinations Hard Hard Hard Hard SAP SCM 5.

SAP Online Help 29. It offers additional options for changing costs. the material availability date [Extern] of the order is used as the basis. for example. but only for hard constraints. You can also control how the optimizer is to deal with cases where these windows are not taken into account. see this example [Seite 99].2006 Definition of Windows Use You use windows to control when goods are to be picked up and delivered. You can also restrict windows to one or more orders by defining conditions [Seite 109]. You can use Business Add-In (BAdI) /SAPAPO/VS_FUNIT to define customer-specific windows.0 Add-On Transportation Management (TM) 500 97 . whether the optimizer is to calculate penalty costs. The requested delivery date [Extern] of the order is the basis for calculating the tolerances of the early or late delivery of goods. The goods are delivered too early or too late. You can define the following tolerances: ● ● ● ● Maximum earliness Earliness without penalty costs Maximum lateness Lateness without penalty costs For more information about the link between tolerances and constraints. In the case of an early or late pickup. or soft and hard constraint [Seite 94]. for example. and 675126. These ensure that shipping data from SAP R/3 is updated in SAP APO. The optimizer takes into account the values that you have defined in the cost profile. The optimizer then schedules the pickup or delivery exactly in the window that you have defined. for the inbound delivery of a sales order or purchase order. You can also define that the exact time of the requested delivery date or the material availability date is to be taken into account.08. for the outbound delivery of a sales order. You can map the following cases: ● ● The goods are picked up too early or too late. If there were no windows. However. 661185. the optimizer would schedule these dates in such a way that the total costs were as low as possible. SAP SCM 5. Prerequisites ● If you want to create soft constraints for the delivery window from previous releases or hard constraints for early pickup. You have implemented SAP Notes 560. that is. In this way. you must execute the upgrade report /SAPAPO/VS_UPGRADE_SCM_41. soft. Pickup and delivery windows are also taken into account in manual planning (including multilevel planning). you control whether the optimizer calculates penalty costs when the constraints are not adhered to. You specify for each tolerance whether the optimizer is to consider it as a hard. ● Features You create windows by defining tolerances within which a late or early pickup or delivery is to be allowed. You can restrict windows to certain optimization profiles. the system simply issues a warning message if they are not adhered to.

SAP Online Help Using a delivery window from another system 29. See also: Optimization [Seite 84] SAP SCM 5.0 Add-On Transportation Management (TM) 500 98 . where RDDfrom < RDDto. You can also define windows in the planning view [Seite 69] (menu Edit). goods issue or goods receipt). Activities To define windows.08. You can use the information displayed to determine why the optimizer has scheduled an order in a certain way.2006 If you have defined a delivery window at order level in another system. the delivery windows defined in the component Transportation Planning/Vehicle Scheduling (TP/VS) are ignored. choose from the SAP Easy Access screen: Advanced Planning and Optimization → Transportation Planning/Vehicle Scheduling → Environment → Current Settings → Transportation Optimization → Define Pickup/Delivery Windows. You can display the following in the planning view either by choosing Pickup/Delivery Info or on the Details tab page: ● ● The active windows for your orders The dates that the optimizer has calculated for the pickup or delivery (that is.RDDto is the requested delivery time frame. The following table shows how SAP APO adopts the dates/times of the delivery window: Type of date constraint No constraint Soft constraint (costs) Hard constraints Hard and soft constraint Maximum earliness RDDfrom RDDfrom Maximum lateness RDDto RDDto Earliness without penalty costs RDDfrom Lateness without penalty costs RDDto - RDDfrom .

01.01. soft. a late delivery is allowed until 12.01. If you have specified that the system is to take into account the exact time of the requested delivery date (dotted blue curve). 12:00.01. An early delivery can occur at the earliest on 08.01.08.01. is allowed.. penalty costs will be incurred for a late delivery after 11. 10. Figure 1: Soft constraints for early and late delivery Costs Δ early Δ late Δ early Δ late 06. without penalty costs being incurred.. 14. 12:00.01. but penalty costs will be incurred. 13.01. 11. If the delivery occurs before 08. 12:00 and for an early delivery before 08.01.0 Add-On Transportation Management (TM) 500 99 . 08.01.01. The following figures show how these tolerances affect the delivery date. depending on whether you define them as hard. 12.. 15. The dotted blue curve specifies that you want to take into account the exact time. The solid red curve specifies that you do not want to take into account the exact time of the requested delivery date. Figure 2: Hard constraints for early and late delivery SAP SCM 5.2006 Date Constraints for Delivery Date You have defined the following tolerances: Δearly = 2 days (tolerance for early delivery without penalty costs) Δearliest = 3 days (tolerance for maximum earliness) Δlate = 1 day (tolerance for late delivery without penalty costs) Δlatest = 2 days (tolerance for maximum lateness) The requested delivery date is 10.SAP Online Help 29. No penalty costs are calculated.01. or soft and hard constraints. penalty costs will be incurred. 07. A delivery after 12.01. Time In this case.01..01.01. 09.01. (solid red curve).

Time In this case. 12. 15.01.01.01. 11.01. Penalty costs will be incurred for a delivery between 11.01. Figure 3: Soft and hard constraints for early and late delivery Costs Early delivery not permitted Late delivery not permitted 06.01. 10. 12:00.01. 08.01. penalty costs will be incurred if the delivery occurs on 12. 12:00. a delivery is not allowed after 12.08.01.01.01.0 Add-On Transportation Management (TM) 500 100 . is not allowed. 13.01. A delivery after 13.01.01.01. a late delivery is allowed after 10. 14.01.. If you have specified that the system is to take into account the exact time of the requested delivery date (dotted blue curve). 07.2006 Costs Δ earliest Early delivery not permitted Δ latest Late delivery not permitted Δ earliest Δ latest 06.01..01. (solid red curve). An early delivery before 07.01.01.01.01. 12:00 and before 07.01.01.01. A delivery before 07. a late delivery is not allowed after 12. 08. Time In this case.SAP Online Help 29.01. 11.01. 09.. 12:00 is not allowed. However. 09. 12:00. Penalty costs will be incurred for a delivery between 07.01. If you have specified that the system is to take into account the exact time of the requested delivery date (dotted blue curve). 12:00. 12. SAP SCM 5.. However.01. The delivery can occur at the earliest on 07.. 15. 12:00 and 08. 07.01. 12:00 and 12.01.01. 14. 10. An early delivery is allowed from 07.01. 13. (solid red curve).01..01.01.. a late delivery is not allowed after 13. is not allowed.. penalty costs will be incurred if the delivery occurs on 07.

You have activated dynamic route determination for the required order type in Customizing for TP/VS under Dynamic Route Determination → Activate Dynamic Route Determination. on the SAP Easy Access screen. for example: ● Geographical determination 500 101 SAP SCM 5. Features Dynamic route determination performs the following steps. on the SAP Easy Access screen. You have installed the Global Availability Check (Global ATP Check) [Extern]. choose Advanced Planning and Optimization → Transportation Planning/Vehicle Scheduling → Environment → Current Settings → Dynamic RouteDetermination → Define Route Determination Profile.2006 Dynamic Route Determination Use This function performs automatic transportation planning and scheduling without calling the optimizer. To do so. Simulation and background modes are also available. see Dynamic Route Determination from the ERP System [Seite 25]. and so on) and deliveries from the planning view of the Transportation Planning/Vehicle Scheduling (TP/VS) component. purchase orders.SAP Online Help 29. Prerequisites ● You have defined a route determination profile [Seite 104]. You have executed the report ATP_BASIC_SETTING in the ERP system. The ERP system automatically triggers dynamic route determination when you create or change sales orders. ● ○ ○ ○ ● If you want to call dynamic route determination in TP/VS from the planning view or in the background.0 Add-On Transportation Management (TM) . Quantities indicator in Customizing for TP/VS under Basic Settings → Basic Settings for Vehicle Scheduling. you have specified the required route determination profile in the optimization profile or have specified that the system is to determine a route determination profile. the following prerequisites must be met: ○ ○ ○ You are using SAP R/3 Release 4. you must set the ATP-Conf.08. you must choose the relevant area in the split rule [Seite 59].6C or higher (ERP system). you get shipment proposals and the relevant dates/times. To do so. including setting the Retransfer ATP Desired Dates indicator. You can also perform dynamic route determination interactively for your orders (sales orders. If you want the system to perform an order split based on freight units [Seite 57]. choose Advanced Planning and Optimization → Transportation Planning/Vehicle Scheduling → Environment → Current Settings → Transportation Optimization → Define Optimization Profile (General tab page). As a result. If you want the system to restart dynamic route determination if the required quantity is not available on the required material availability date. If you want dynamic route determination to be triggered automatically from the ERP system. For more information. We recommend that you also set the Group Check w/o Delivery Group and Grp Check with Background EDI indicators to enable the system to check multiple items from a document at the same time.

for example. As a prerequisite.SAP Online Help 29. for example: ○ ○ ○ ○ ● Transportation lanes Transshipment locations (a maximum of two) Compatibilities Means of transport (in accordance with your settings in the route determination profile) Assignment of vehicle resources The system determines suitable vehicle resources for the shipment proposals. you must have set the TSP Capacity Check indicator in the route determination profile. Here the system takes into account the pickup and delivery windows. Here the system takes into account the following: ○ ○ ○ Compatibilities Capacities Assignment of vehicle resources to existing shipments ● Scheduling The system performs scheduling on the basis of the following data. ● Determination of transportation and penalty costs The system determines TSP-dependent costs and TSP-independent costs for the shipment proposals.2006 The system determines shipment proposals for the sales order items on the basis of the following data. SAP SCM 5. for example: ○ ○ ○ ○ ○ ○ Loading resources and resources maintained in opening times Pickup or delivery windows Schedules Minimum or maximum goods wait times at transshipment locations Calendars and working times for vehicle resources Existing shipments ● Check of transportation allocations of transportation service providers (TSPs) The system checks the transportation allocations of the TSPs for the shipment proposals. For more information. costs for earliness or delay.0 Add-On Transportation Management (TM) 500 102 .08. ○ Determination of TSP-dependent costs Here the system takes into account the following costs: ■ ■ ■ ○ APO-internal costs ERP costs Costs that were determined using the Business Add-In (BAdI) /SAPAPO/VS_RG_COST Determination of TSP-independent costs The system determines the costs on the basis of the cost profile. see Check Against Transportation Allocations [Seite 120].

To execute dynamic route determination in the background. adding additional steps. in the default strategy 50_DEFAULT with the following methods: ● ● ● ● ● 50_DND Dynamic route determination 50_RSEL Resource selection 50_SCHD Scheduling 50_CAPA TSP capacity check 50_CCAL Cost calculation You can define your own strategies in accordance with your requirements.SAP Online Help 29. compartments. or ordering your steps differently. Activities ● To call dynamic route determination from the planning view. You define strategies in Customizing for TP/VS under Dynamic Route Determination. ● ● See also: Scheduling with Dynamic Route Determination [Extern] SAP SCM 5. For more information. by deleting steps. choose Advanced Planning and Optimization → Transportation Planning/Vehicle Scheduling → Environment → Current Settings → Dynamic Route Determination → Simulate Dynamic Route Determination. choose Advanced Planning and Optimization → Transportation Planning/Vehicle Scheduling → Planning → Interactive Vehicle Scheduling. see SAP Note 307611 that contains answers to frequently asked questions. in the sequence specified. on the SAP Easy Access screen. Choose the required freight units and Dyn. for example. on the SAP Easy Access screen. or decreasing capacities. You can also use various BAdIs for incorporating customer-specific solutions in Customizing for TP/VS. To simulate dynamic route determination [Seite 106]. choose Advanced Planning and Optimization → Transportation Planning/Vehicle Scheduling → Planning → Planning in the Background → Schedule Dynamic Route Determination Run. on the SAP Easy Access screen. Dynamic route determination does not support trailers.08.2006 SAP delivers these steps.0 Add-On Transportation Management (TM) 500 103 . Route Determination.

● Order filtering The system determines the route determination profile with the suitable condition [Seite 109] and the highest priority for each order or freight unit. or if it is to automatically select the best shipment proposal in the background. Structure You can define the following parameters. the system displays the shipment proposals for all the freight units on the user interface. We do not recommend that you use the Product field in the condition.2006 Route Determination Profile Definition Profile that contains control parameters for dynamic route determination. If there are multiple freight units assigned to different route determination profiles and you have set this indicator in at least one of these route determination profiles. You can define your own strategies in Customizing for Transportation Planning/Vehicle Scheduling (TP/VS) under Dynamic Route Determination. by total costs. the Product field is not filled at header level in the freight unit. the system might not be able to take into account this condition correctly. For this reason. for example. ● Fixed transportation duration SAP SCM 5. for example. Use You can use the route determination profile to define the steps that route determination is to execute and for which orders. in the route determination profile: ● Strategy The strategy controls the steps that dynamic route determination performs. ● Sorting You use the Sorting indicator to define how the system is to sort the results of dynamic route determination. ● Interactive selection You can use the Interactive Selection indicator to control whether the system displays all the shipment proposals that it determines during dynamic route determination on the user interface.SAP Online Help 29.08. If a freight unit consists of multiple order items with different products.0 Add-On Transportation Management (TM) 500 104 . Note that you block resources for other users if you do not set the indicator. The system only automatically selects the best shipment proposal in the background if you have not set this indicator in any of the route determination profiles assigned. ● Simulation mode You use the Do Not Save/Block indicator to control whether the system is to save shipment proposals and block resources. SAP delivers a standard strategy.

● Resource and transportation service provider assignment You can specify the resources.2006 You can specify whether the system is to use a fixed transportation duration or is to take into account the transportation lane as the basis for scheduling. choose Advanced Planning and Optimization → Transportation Planning/Vehicle Scheduling → Environment → Current Settings → Dynamic Route Determination → Define Route Determination Profile. ● Windows You can specify whether the system is to take into account pickup or delivery windows [Seite 97] during dynamic route determination. and means of transport that dynamic route determination is to take into account. the system takes into account the planning horizon from the optimization profile. or if it is to schedule on the basis of the requested delivery date/time.0 Add-On Transportation Management (TM) 500 105 . ● Delivery group correlation In the case of the delivery group correlation. When you call dynamic route determination from the planning view. on the SAP Easy Access screen. transportation service providers (TSPs).08. ● Cost profile Dynamic route determination determines the TSP-dependent costs on the basis of the cost profile [Seite 41]. SAP SCM 5.SAP Online Help 29. ● Planning horizon You use the planning horizon [Seite 92] to define the time period in which the system can schedule shipments. To define route determination profiles. the system tries to schedule the shipment proposals in such a way that all the items in a delivery group fall within a tolerance that you have defined.

transportation calendars. as well as loading. You can perform a number of actions for the shipment proposals determined: ● ● ● ● Sort the proposals in accordance with predefined sort criteria Display a fixed number of shipment proposals for a certain freight unit Select a transportation service provider (TSP) Change the resource assignment If the resource that you want to assign is already assigned to another shipment. Features To simulate dynamic route determination. you can enter additional data such as: ● ● ● Shipping conditions Incoterms Delivery priorities You can display the freight units and shipment proposals determined by dynamic route determination either in two separate subscreens or in a hierarchical tree structure. You can correlate freight units by taking into account their loading date. SAP SCM 5. Freight units and shipment proposals are provided as the results of dynamic route determination. You can also display error.SAP Online Help 29. see Route Determination Profile [Seite 104]. You can display the dates/times and durations that are relevant to scheduling in a separate window. warning. and resource calendars.) Product and quantity In order that the system can uniquely determine a route determination profile or a split rule. and information messages that the system issued during the simulation. the system informs you of the assignment in a warning message. the system assigns the required resource and removes the previous assignment. Shipments.08.2006 Simulation of Dynamic Route Determination Use You can also perform dynamic route determination in simulation mode. choose Advanced Planning and Optimization → Transportation Planning/Vehicle Scheduling → Environment → Current Settings → Dynamic Route Determination → Simulate Dynamic Route Determination. If you ignore the warning message.0 Add-On Transportation Management (TM) 500 106 . transportation. Activities To simulate dynamic route determination. For more information about the delivery group correlation. on the SAP Easy Access screen. and unloading durations are also displayed in a graphical format in this window. enter the following data: ● ● ● Required delivery date and time Source location and destination location (You can enter either a location or a transportation zone as the destination location. The results are displayed in the same way as for dynamic route determination from the ERP system [Seite 25].

you can control how orders are assigned to shipments and how shipments are assigned to means of transport. You have implemented SAP Notes 560. since compatibilities and incompatibilities are taken into account in both the optimizer and in manual planning (including multilevel planning). A certain means of transport cannot be unloaded at a location.. or via a certain transshipment location. Prerequisites ● ● ● You have defined a TP/VS field catalog in Customizing for the component Transportation Planning/Vehicle Scheduling (TP/VS). You then specify that means of transport TR2 is incompatible with destination location CUST01.08. Process . and come from the TP/VS field catalog. ● ● Incompatibilities are considered as hard constraints [Seite 94] in the optimizer. 661185. These ensure that shipping data from SAP R/3 is updated in SAP APO. Compatibility types are combinations of object characteristics that you can define for compatibilities or incompatibilities. You cannot deliver goods to your customer CUST01 using truck TR2. These object characteristics are order characteristics. SAP SCM 5. on the SAP Easy Access screen. In this way.SAP Online Help 29. since the customer does not have a suitable loading ramp. and 675126. You define compatibility types in Customizing for the component TP/VS. 1. for example. Orders with different Incoterms must not be transported together.2006 Definition of Compatibilities Purpose You can use compatibilities and incompatibilities to define the compatibility of planning data that the system is to take into account when planning shipments.0 Add-On Transportation Management (TM) 500 107 . In this case you first define the compatibility type Means of Transport – Destination Location. You define compatibilities or incompatibilities for the compatibility types that you have created. since the location does not have a suitable loading ramp. Refrigerated goods must only be transported in appropriate means of transport (refrigerated trucks). with a certain means of transport. choose Advanced Planning and Optimization → Transportation Planning/Vehicle Scheduling → Environment → Current Settings → Transportation Optimization → Define Compatibility Types. you must execute upgrade report /SAPAPO/VS_UPGRADE_SCM_41. You can also define compatibilities and incompatibilities in the planning view (menu Edit). If you have already defined compatibilities or incompatibilities in a previous release. for example: ● ● ● ● The delivery is to occur within a certain period. it simply displays a warning message. 2.. To do this. You can also use compatibilities to model alternative itineraries in transshipment processes (see Definition of Transshipment Hierarchies [Seite 53]). If the system determines incompatibilities during manual planning.

In the second case. if you define a compatibility between transportation group Hazardous Goods and means of transport Truck. You can also define conditions [Seite 109] to restrict the compatibilities and incompatibilities to certain orders. Pay attention to the sequence. That is. the truck can only transport hazardous goods. the transportation group Hazardous Goods is incompatible with all other means of transport. In the first case. a compatibility between means of transport Truck and transportation group Hazardous Goods.08.0 Add-On Transportation Management (TM) 500 108 . 3. SAP SCM 5. For example. hazardous goods cannot be transported by airplane.SAP Online Help 29. An incompatibility between two values means that all other combinations are compatible (unless you have defined additional incompatibilities). for example. if required.2006 A compatibility between two values means that all other combinations are incompatible (unless you have defined additional compatibilities). You can restrict the validity of the compatibilities and incompatibilities to certain optimization profiles. is not the same as a compatibility between transportation group Hazardous Goods and means of transport Truck.

that you can use a condition in several windows or in a window and a compatibility. This means. freight unit.0 Add-On Transportation Management (TM) 500 109 .SAP Online Help 29. other optimization profiles. freight unit) Split rules [Seite 59] (order item) Determination of shipment type (shipment) Control rules [Seite 137] (selection criteria: order. order item) Route determination profile [Seite 104] (order filtering: order. windows. order number or requested delivery date Source or destination location Means of transport SAP SCM 5. ● Structure A condition is defined by its validity period and any number of fields that the system uses as filter criteria. for example. resource assignment: vehicle) You can define two types of condition: ● You define global conditions only once and can then use them time and again. for a certain optimization profile. change condition: order. for example. vehicle.2006 Condition Definition Filter with which the application of a function can be restricted to one or more orders. for example.08. freight unit. Changes to these conditions do not have an effect on other functions. or compatibilities. freight unit. for example. freight unit) Optimization profile [Seite 84] (order. You define one local condition for a certain function. shipment. freight unit) Compatibilities [Seite 107] (order. for example. Use You use conditions in the following functions (the relevant objects are named in the brackets): ● ● ● ● ● ● ● Window for pickup or delivery [Seite 97] (order. These fields come from the TP/VS field catalog and describe characteristics of the following objects: ● ● ● ● ● Order/freight unit Order item Location Vehicle (this object includes trailers too) Shipment Examples of characteristics: ■ ■ ■ Order data. order item.

0 Add-On Transportation Management (TM) 500 110 .08. choose Advanced Planning and Optimization → Transportation Planning/Vehicle Scheduling → Environment → Current Settings → Transportation Optimization → Define Conditions. Incoterms To define conditions. Integration You have defined a TP/VS field catalog in Customizing for the Transportation Planning/Vehicle Scheduling (TP/VS) component under Optimizer → Define Field Catalog. on the SAP Easy Access screen.SAP Online Help ■ 29. for example. SAP SCM 5.2006 Shipping data.

The aim is to find a TSP with the lowest costs. A separate transaction is available in the Transportation Planning/Vehicle Scheduling (TP/VS) component to define transportation lanes as part of the TSP selection. For more information. choose Advanced Planning and Optimization → Transportation Planning/Vehicle Scheduling → Environment → Current Settings → Transportation Optimization → Define Optimization Profile. see TP/VS-Relevant Transportation Lane Settings [Seite 39]. ● ○ SAP SCM 5. you must have made the following settings (for more information. You have defined a transportation duration and a transportation distance for your means of transport and have set the Detld Planning indicator. see SAP Note 445118): ○ You have configured the transportation planning point in Customizing for the ERP system under Logistics Execution → Transportation → Interfaces → Transportation Planning Point Determination so that the system can determine the costs defined in the ERP system.08. you have defined a default entry consisting of a plant and a shipping point in Customizing for your ERP system. Optimization Options You use one or more of the following optimization options: ● Strategies [Seite 114] (only relevant to automatic TSP selection): ○ ○ ○ ● ● Costs Priority Continuous move Business share [Seite 119] (only relevant to automatic TSP selection): Check against transportation allocations [Seite 120] Detailed Settings ● You have made additional settings in the optimization profile on the TSP Selection tab page.0 Add-On Transportation Management (TM) 500 111 . To do this. on the SAP Easy Access screen.SAP Online Help 29.2006 Transportation Service Provider Selection Use You can use the transportation service provider selection (TSP selection) to assign a suitable transportation service provider (TSP) to your shipments either manually or automatically. These are optional settings that are relevant to the automatic TSP selection only. see Definition of Transportation Lanes [Seite 125]. To determine shipping points. For more information. Prerequisites Basic Settings You have defined transportation lanes in the master data and have thereby defined means of transport and TSPs. If you want to take into account external freight costs during the TSP selection.

and C to D). A separate optimization [Seite 126] is available for the automatic TSP selection. method OPT_CONTROL to deactivate the optimization for certain shipments. Choose Select Transportation Service Provider. you must execute an upgrade report. The system determines the most concrete transportation lane (using the same technique as for strategy determination [Seite 117]) for each stage (A to B. and C to D). ● ● Automatic TSP selection Choose Automatic Assignment and then Execute. the system tries to find a direct transportation lane between the start and destination locations. or multiple TSPs that can serve all the stages as well as the main stage. The system also uses strategy determination to determine the strategy for the main leg (direct connection from A to D). The system first checks which TSPs cover all the stages of the shipment (A to B. This determines a TSP while taking into account the chosen optimization options for all the shipments that you have chosen. the system removes the relevant shipment from optimization. The result is no TSPs. B to C. You can use Business Add-In (BAdI) Control Optimization for TSP Selection (/SAPAPO/VS_CS_SELECT).SAP Online Help 29. Shipments with Multiple Stops In the case of shipments with multiple stops.2006 Upgrade Report To be able to use data from TSP profiles that you defined in a previous release. The consideration of stages and stops is used therefore as a filter. Choose Execute. or choose SCAC and enter the Standard Alpha Carrier Code (SCAC) for the required TSP. If you have implemented the BAdI Control of Optimization for TSP Selection (/SAPAPO/VS_CS_SELECT) to use your own optimization logic. If you have configured the check against transportation allocations. SAP SCM 5. the system simply checks the TSPs for the stages and for the main stage. For more information. one TSP.0 Add-On Transportation Management (TM) 500 112 . Activities You are in the planning view [Seite 69] in interactive planning and have selected one or more shipments in the shuffler (selection bar). In a second step. If the system does not find any transportation allocations during the assignment. The result is a list of possible TSPs. Manual TSP selection Choose Manual Assignment and a TSP number. Features In manual TSP selection. the system chooses the TSP from those found in the first step with a direct transportation lane between A and D. the system takes into account transportation capacities (transportation allocations) that you have defined for the individual TSPs. you assign the required TSP manually to your shipments. B to C. A shipment goes from A via B and C to D. The system now creates the intersection from all these lists. The result is a list of all possible TSPs for each stage. it assigns a TSP but does not assign quantities in the planning book.08. If none of the TSPs are available. see Upgrade of TSP Selection Parameters [Seite 127].

SAP SCM 5.2006 More information about the shipments is displayed on the Details tab page. schedule the TSP selection after the optimization run since the system may not find any shipments otherwise. you can display a TSP list. You must.0 Add-On Transportation Management (TM) 500 113 . on the SAP Easy Access screen choose Transportation Planning/Vehicle Scheduling (TP/VS) → Planning → Planning in the Background → Select Transportation Service Provider (TSP). If multiple TSPs can be selected for a shipment during automatic TSP selection. on this tab page. for example. You can use this list to establish why the system has assigned a certain TSP. Background Processing You can also plan automatic TSP selection as a background job. To do this.SAP Online Help 29.08. however.

Since some of these checks are time-intensive. To display the continuous moves. You can still display continuous moves that you transferred to the ERP system before the upgrade under Logistics → Logistics Execution → Transportation → Transportation Planning → Continuous Moves → Display. ○ As of SAP ERP Central Component 6. This means that the system chooses the TSP with the highest priority first from the transportation lane.6C: use the transaction code VTCM to display the continuous moves. we recommend that you only choose those that are actually necessary. see Strategy Determination [Seite 117]. Priority The system determines the transportation service provider (TSP) on the basis of a priority that you have defined. for example. You can now display continuous moves that you have transferred to the ERP system after the upgrade in the same way as any other shipment in transaction VT02n and VT03n. you have specified which extended checks the system is to perform. taking into account the various restrictions.0 Add-On Transportation Management (TM) 500 114 .08. ● ● Features You can choose one or more of the following strategies.1 with SAP R/3 Enterprise Release 4. choose Logistics → Logistics Execution → Transportation → Transportation Planning → Continuous Moves → Display. You define strategies in the transportation lane.0. The system takes into account strategies during the automatic TSP selection.70 and SAP ERP Central Component 5. To be able to display continuous moves in the ERP system. SAP SCM 5. You have made the settings relevant to the continuous move in the optimization profile.SAP Online Help 29. Prerequisites The following prerequisites are relevant to continuous moves only: You have defined compatibilities [Seite 107].1 with SAP R/3 4. ● You have set the Continuous Move indicator on the TSP tab page in the location master (location type 1020) and have specified the TSP performance in per cent. you must make the following setting: ○ Up to Plug-In 2004.0: you must specify which customer field the system is to fill with the continuous move identification in Customizing under Integration with Other SAP Components → Advanced Planning and Optimization → Application-Specific Settings and Enhancements → Settings and Enhancements for Shipments → Define Field for APO Continuous Moves. For more information about how the system takes into account strategies during the TSP selection. this setting is no longer required.2006 Strategies Use Strategies are optimization options for the transportation service provider selection [Seite 111] (TSP selection). Plug-In 2004. as required.

weight.2006 Costs The system determines the TSP on the basis of the lowest total costs. Continuous move As part of the automatic TSP selection. The departure date/time of the second shipment lies in the arrival window of the first shipment. or volume. the system checks whether the following objects are compatible with one another: ● ● ● Means of transport Transportation zones Locations (in other words. ● External costs (BAdI) You can use method GET_EXTERNAL_COSTS of Business Add-In /SAPAPO/VS_CS_SELECT to deactivate the freight cost calculation in the ERP system and to connect another system. The system cannot take into account complex round trips [Extern] where multiple source locations (pickup) or destination locations (delivery) are served.0 Add-On Transportation Management (TM) 500 115 . You define TSP costs per kilometer.SAP Online Help 29. The following types of continuous moves are available: • • Simple continuous move: the transportation service provider (TSP) accepts one or more additional shipments directly after executing the first shipment. For example. Then the system performs a number of additional checks in accordance with your settings in the optimization profile. the system tries to combine shipments by forming continuous moves [Extern]. The arrival date/time of the first shipment lies in the departure window of the second shipment. Round trip: the start location of the first shipment and the destination location of the second shipment are identical. The aim is to reduce the costs of the shipment by assigning additional shipments to a TSP. the distance between the destination location of the first shipment and the start location of the second shipment must not exceed the maximum distance that you have defined for the TSPs for both shipments. For more information. see the SAP Library for the ERP system under Logistics → Logistics Execution → Transportation → Shipment Cost Processing. the destination location of the first shipment and the start location of the second shipment) Furthermore. SAP SCM 5. External costs (ERP) Freight costs that you define in the ERP system. You can take into account either internal or external costs (Cost Origin): ● Internal costs Transportation costs and TSP costs that you define for your TSPs: ○ ○ ● You can define transportation costs per shipment (EA).08. The system can combine two shipments in a continuous move if the conditions are met: ● ● ● The relevant TSP is available for both shipments.

.. Define the required priorities for the individual TSPs.. the system can combine multiple shipments without the vehicle having to return to the start location.... .. see Cost Calculation for Continuous Moves [Seite 118].SAP Online Help 29. 2. If you want to use internal costs..2006 Then the system checks the type of continuous move. In the case of a round trip. define transportation costs and TSP costs for the individual TSPs. For more information. . 1.. 1. for the individual TSPs: ○ ○ ○ Arrival and departure windows Maximum distance Discount SAP SCM 5.. 1. Define the following values. Choose the strategy Costs or any combination with the strategy Priority for the means of transport in the Priority/Costs field. In the case of a simple continuous move.08.. . Continuous move . the system checks if the destination location of the first shipment and the start location of the second shipment are identical. as required. for example. 2. ..0 Add-On Transportation Management (TM) 500 116 . Activities Priority . Choose the strategy Priority or any combination with the strategy Costs for the means of transport in the Priority/Costs field. 2. Costs ... Move Type field. Choose the continuous move type for the means of transport in the Contin.

the system determines the transportation service provider (TSP). This is the most concrete transportation lane since it runs between two concrete locations. the system chooses the transportation lane between start location A and destination location B. The transportation lane between start location A and destination transportation zone B’ is less concrete since a transportation zone can contain multiple locations. For more information. Using the strategy that you have defined for this transportation lane. you can use these stops as an additional filter.08. You have defined the following transportation lanes: ■ ■ ■ Transportation lane between start location A and destination location B Transportation lane between start location A and destination transportation zone B’ (contains destination location B) Location transportation lane [Extern] at start location A The shipment is to go from A to B. SAP SCM 5. If you have a shipment with multiple stops. see transportation service provider selection [Seite 111] in the section Shipments with Multiple Stops.0 Add-On Transportation Management (TM) 500 117 .SAP Online Help 29. In this case.2006 Strategy Determination Use The system tries to find the most concrete transportation lane for the shipment from all the transportation lanes that are relevant to the TSP selection. The system takes into account the TSPs in the transportation lane only.

The system deducts this discount from the costs determined previously for each shipment. The subsequent determination of discounts occurs as described above. the system acts as if it were dealing with one single shipment. 950 for SHP1 and 1800 for SHP2). The optimizer has determined that both shipments are suitable for a continuous move. who offers lower costs for each shipment (for example. the costs for the shipments come from the ERP system (freight cost calculation). see the consulting note 944365. For more information about reusing these costs in the ERP system. The optimizer now calculates costs of 900 (1000 minus 10%) for SHP1 and 1600 (2000 minus 20%) for SHP2.08. When doing so. The optimizer compares these costs with TSP B.0 Add-On Transportation Management (TM) 500 118 .2006 Cost Calculation for Continuous Moves Cost Origin: Internal Costs (from Transportation Lane) In this case. Therefore. it takes into account the settings that you have made in the transportation lane for the TSP and the means of transport. The system then distributes the total costs calculated for this shipment among the individual shipments. the total costs would therefore be 2500. If the optimizer were to assign the continuous move to TSP A. the system first determines the costs per shipment. You have defined the following data: TSP A is to receive a discount of 10% on the transportation lane A->B for means of transport 0001. SAP SCM 5. Cost Origin: External Costs (from ERP System) In this case. When doing so. TSP A is to receive a discount of 20% on the transportation lane B->C. The system then determines the discount per shipment. There are two shipments (SHP1 for A->B and SHP2 for B->C). The costs for SHP1 are 1000 and the costs for SHP2 are 2000. for example. the best solution is to assign both shipments as a continuous move to TSP A.SAP Online Help 29. for example. The system then transfers the costs per shipment to the ERP system as the planned freight costs. in accordance with weight or distance. it takes into account the costs that you have defined in the transportation lane for the transportation service provider (TSP) and the means of transport. the total costs for the continuous move would therefore be 2750. If the optimizer were to assign the continuous move to TSP B. it automatically performs a freight cost simulation in the ERP system for shipments that are suitable for a continuous move after the optimization run. If you have specified in the Freight Costs area in the optimization profile that the system is to perform a recalculation and a distribution. When doing so.

. 1. but instead are used for weighting purposes only.. see Check Against Transportation Allocations [Seite 120] under Features.. 40% for TSP1 and 60% for TSP2. ● ● Activities You define business shares in the transportation lane as follows: .2006 Business Share Use Business shares are optimization options for the transportation service provider selection [Seite 111] (TSP selection). The optimizer takes into account the following when assigning the TSPs in accordance with the defined business shares: ● Only the shipments that you have you selected for the current TSP selection and that have not yet been transferred to the ERP system.0 Add-On Transportation Management (TM) 500 119 . the penalty costs are not real costs. The system takes into account business shares during the automatic TSP selection. 2. for example. Set the Use Business Share indicator for the means of transport.. However. Transportation zone hierarchies [Seite 51] All relevant transportation lanes and hierarchical relationships between means of transport.08. .SAP Online Help 29. You can define tolerances for each business share as well as penalty costs that the optimizer calculates when an excess or shortfall of these tolerances occurs. For more information. It only makes sense to use business shares if you have defined penalty costs. and define tolerances and penalty costs. Define the required business shares for the individual TSPs. We recommend that you also always define tolerances to give the optimizer a certain amount of leeway. The optimizer does not take into account any shipments that you have already assigned in a previous TSP selection. SAP SCM 5.

SAP Online Help 29. You can also use it in dynamic route determination [Seite 101]. week.08. you assign transportation capacities (transportation allocations) to transportation service providers (TSPs) for a certain period. period (day. Shipment Quantity and Max. Prerequisites ● ● You have made the Customizing settings for the check against transportation allocations [Seite 122]. You have optionally defined the transportation capacities (transportation allocations) for your TSPs in the Min. or month).2006 Check Against Transportation Allocations Use The check against transportation allocations is an optimization option that you can use as part of both the manual and automatic transportation service provider selection [Seite 111]. and means of transport. Features The check against transportation allocations is based on the product allocation function in the Global Availability Check. week. or month).0 Add-On Transportation Management (TM) 500 120 . In the check against transportation allocations. The minimum number of shipments that defines the number of agreed shipments per period (day. You can define the following: ● ● The maximum number of shipments for a TSP per transportation lane. It must agree with the planning period in the planning book. You have specified a planning period for your means of transport. You have made the following settings in your transportation lanes: ○ ○ ○ You have set the Use Transp. The check against transportation allocations uses the following characteristics: ● ● ● ● ● Allocation object Start location Destination location TSP Means of transport The check against transportation allocations also uses the following key figures for transportation capacities (transportation allocations): ● ● ● Maximum Minimum Actual SAP SCM 5. Shipment Quantity fields. Allocations indicator for your means of transport. see Check Against Product Allocations [Extern]. These are used for the initial data supply of the relevant key figures in the planning book. For more information about the features of product allocation.

You define hierarchies between means of transport by specifying higher-level means of transport when defining means of transport. It can also take into account hierarchical relationships between means of transport for outbound shipments only. The reason for this assignment is that the system takes into account the lowest available capacity. You can use the Business Add-In (BAdI) /SAPAPO/VS_PLAN_BOOK to deactivate the check against transportation allocations and the planning book to implement your own solution. event if a greater capacity is available for the transportation lane between the start and destination transportation zones. ■ ■ Transportation lane between start transportation zone A’ and destination transportation zone B’ (maximum shipment quantity = 10) Transportation lane for start location A (maximum shipment quantity = 10) This is the least concrete transportation lane. This is because it cannot take into account transportation allocations at the destination location or at the destination transportation zone. SAP SCM 5.0 Add-On Transportation Management (TM) 500 121 . it can assign three shipments at the most. and at the start location. The system can take into account transportation lanes at different levels for outbound shipments only. The system also takes into account transportation zone hierarchies [Seite 51] and hierarchies between means of transport. This means that you can also use hierarchical relationships to define restrictions since the system takes into account the transportation allocations in all higher-level means of transport. You have defined the following transportation lanes and capacities (transportation allocations): ■ Transportation lane between start location A and destination location B (maximum shipment quantity = 3) This is the most concrete transportation lane since it runs between two concrete locations.2006 During the check against transportation allocations. see the BAdI documentation. the system checks the transportation allocations in all the relevant transportation lanes. This means that you can define restrictions. In this case. For more information. The system can only assign capacities if capacities are free in all the transportation lanes (you can override this in manual planning).08.SAP Online Help 29.

month. c. Make sure that the validity period is up-to-date. 2.2006 Settings for the Check Against Transportation Allocations To configure the check against transportation allocations [Seite 120]. Settings in Customizing for Transportation Planning/Vehicle Scheduling (TSP Selection Area) . b. 2. Execute the S&DP administration. Create your own planning area using the template for the delivered planning area 9ATPVS. it must be EA. you must make the following settings in the order specified. The unit of measure for the characteristics must be the same as the base unit of measure preconfigured by default in Customizing for TP/VS under Basic Settings → Basic Settings for Vehicle Scheduling. see the documentation for the individual IMG activities and SAP Note 445118. 1. For more information.. or posting period). Maintain characteristics. The check date in the transportation allocation group must be the material availability date. 4. The planning buckets profile is a time buckets profile for the planning book. Define an allocation object. You define the unit of measure for the characteristics in the planning book in Demand Planning. week.SAP Online Help 29. Define a storage buckets profile with the required periodicities (day. and assign your planning area and the relevant planning buckets profile to it. a. Define a planning buckets profile per periodicity... This ensures that scheduling is prevented.0 Add-On Transportation Management (TM) 500 122 . It used for display purposes only.. Define a time series object. Note the following: ○ The period for the transportation allocation group must agree with the periodicity of the storage buckets profile that you have specified in the planning area. You must assign all the following characteristics to a transportation allocation group for the check against transportation allocations: ■ ■ ■ ■ ○ ○ Allocation object (KONOB) Location (LOCNO) Start location (LOCFR) Destination location (LOCTO) SAP SCM 5. Assign your storage buckets profile to this planning area. 1. Define a planning book per periodicity. In other words.08. Define a transportation allocation group per planning period. 3. Settings in Customizing for Demand Planning (Basic Settings Area) .

minimum quantities. Assigning the Allocation Determination Procedure If you want to select TSPs using the check against transportation allocations. To do this. 5. assign an allocation determination procedure in the location master of the TSP. The transportation allocation groups must be sorted in descending order by the size of the periodicity.08. select the changed transportation lanes. Initial Data Transfer for Planning Book You must perform the initial data supply to the planning book to transfer the following data: ● ● Characteristics combinations Minimum and maximum shipment quantities that you have defined in the transportation lane for your transportation service provider (TSP). on the SAP Easy Access screen. week. Forward Consumption must be deactivated. and relevant values are already available in the planning book. The transfer occurs automatically for the planning area. Bear in mind the periodicity (day. you can execute the Customizing activity Check the Product Allocation Settings. If. All transportation allocation groups must be assigned to the same planning area. There you can define whether the system can use the allocation determination procedure for the check against transportation allocations. all the old and all the future quantities are in the new allocation group (updated quantities. Set the Check Planning Area indicator. If you have not defined any shipment quantities in the transportation lanes and therefore no shipment quantities were transferred during the initial data transfer. As a result. Assign all the relevant transportation allocation groups to the same allocation determination procedure (one transportation allocation group per step). you must execute the initialization report /SAPAPO/TDLCAPA_INIT. you change the periodicity from Month to Day. When you change the periodicity in the transportation lane. Ensure that at least @ and # are specified as permitted extra characters in the transaction Maintenance of Permitted Extra Characters in BW (RSKC). it can be the case that the allocated SAP SCM 5. To check the settings. Define an allocation determination procedure. you can define shipment quantities in the planning book. The system does not take into account new quantities that you have defined in the transportation lane. choose Advanced Planning and Optimization → Transportation Planning/Vehicle Scheduling → Environment → Current Settings → Transportation Service Provider Selection → Initialize Transportation Allocations (/SAPAPO/TDLCAPA_INIT).SAP Online Help ■ ○ ○ 29. 3. or month).2006 Means of transport (TTYPE) +0 to -0 must be entered in the consumption period. and maximum quantities are adjusted in relation to the new period). for example.0 Add-On Transportation Management (TM) 500 123 . The system then transfers the quantities from the old allocation group to the new group. You can change the transferred shipment quantities in the planning book (transaction /SAPAPO/SDP94). To do this. 4. Connect the planning area and assign it to the characteristics and key figures. You can also display the actual capacities that the system uses during the TSP selection in the planning book. The check against transportation allocations is then active for this TSP and the system performs a corresponding check when selecting the TSP.

2006 quantities exceed the maximum quantities. If you also want to copy changed minimum and maximum quantities to the planning book. For more information. you should choose the period of time in such a way that existing updated values are not affected. you must restart the initialization report.SAP Online Help 29. see SAP Note 910450.0 Add-On Transportation Management (TM) 500 124 . SAP SCM 5. To do this.08.

0 Add-On Transportation Management (TM) 500 125 .2006 Definition of Transportation Lanes Use The transaction Define Transportation Lanes for TSP Selection (/SAPAPO/SCC_TL5) is available for defining transportation lanes for the transportation service provider selection (TSP selection). see Creating Multiple Lanes [Extern]. The transportation service provider selection only takes into account transportation lanes that you have defined in the active model 000. Features You have the following options: ● ● Transportation lanes Here you can define transportation lanes between two locations. SAP SCM 5. ● Mass maintenance ○ Create Here you can create multiple transportation lanes at the same time by copying an existing transportation lane. ○ Display/Change Here you can display and change multiple transportation lanes. This tab page corresponds to the transaction Mass Creation of Transportation Lanes (/SAPAPO/SCC_TL2). choose Advanced Planning and Optimization → Transportation Planning/Vehicle Scheduling → Environment → Current Settings → Transportation Service Provider Selection → Define Transportation Lanes for TSP Selection. Intrazone lanes/location transportation lanes Here you can define transportation lanes for a transportation zone (intrazone lane [Extern]) or for a location (location transportation lane [Extern]).SAP Online Help 29. For more information. It offers extra functions in addition to those provided in the transaction Define Transportation Lane (/SAPAPO/SCC_TL1) in the master data for SAP Advanced Planning and Optimization (SAP APO). on the SAP Easy Access screen.08. Activities To define transportation lanes for the TSP selection.

maximum capacity is a hard constraint [Seite 94]. You define hierarchies between means of transport by specifying higher-level means of transport when defining means of transport. The optimizer takes into account transportation zone hierarchies [Seite 51] and hierarchical relationships between means of transport. minimum capacity is a soft constraint) Consideration of business shares (soft constraints. SAP SCM 5.SAP Online Help 29. It aims to achieve the following goals: ● ● Reduction in total costs Consideration of all capacity restrictions for means of transport and TSPs (from the transportation lane. from the transportation lane) ● ● ● ● The total costs represent the weighted total of the following individual costs: Non-delivery costs for shipments that the optimizer cannot assign Costs for the assignment of TSPs to shipments Penalty costs for violating business shares The total of all the discounts for continuous moves is subtracted from these total costs.08.0 Add-On Transportation Management (TM) 500 126 .2006 Optimization as Part of TSP Selection Use Optimization as part of the transportation service provider selection (TSP selection) determines the assignment of transportation service providers (TSPs) with the lowest costs to shipments. The optimization problem is solved by mixed-integer linear programming.

The system transfers the parameters that you have defined to the relevant transportation lanes. Instead. on the SAP Easy Access screen.SAP Online Help 29. The system tells you the number of new and changed entries in a dialog box. You can use the simulation mode to perform the upgrade report without the system saving the data on the database. SAP SCM 5.0 Add-On Transportation Management (TM) 500 127 . you define the parameters for the TSP selection in the transportation lane. Features Selection You can choose a TSP profile to display the previous parameters.: Costs Cost Origin: Internal Costs Contin. Activities To perform the upgrade report. Move Type: No Continuous Move Output The system saves the parameters in the relevant transportation lanes. you must use this report to transfer them to the relevant transportation lanes. choose Advanced Planning and Optimization → Transportation Planning/Vehicle Scheduling → Environment → Current Settings → Transportation Service Provider Selection → Perform Upgrade of TSP Selection Parameters (/SAPAPO/VS09). For more information. A transportation lane is relevant to the TSP selection if you have chosen a transportation service provider (TSP) for it. Prerequisites You have defined transportation lanes that are relevant to the TSP selection.1 or lower.08. for TSP Sel. You enter the parameters required for the TSP selection in the Transportation Lane Adjustment area. To be able to continue to use the parameters in your TSP profile. the TSP profile is no longer available.2006 Upgrade of TSP Selection Parameters Use You can use this report to perform an upgrade of parameters that you have defined for the transportation service provider selection (TSP selection) in the transportation service provider profile (TSP profile) in SAP Supply Chain Management (SCM) 4. choose Perform Upgrade. To perform the upgrade. Standard Variants The standard variants of this report comprise the following settings: ● ● ● Strat. As of SAP SCM 5. see TP/VS-Relevant Transportation Lane Settings [Seite 39]. No list is issued.0.

● Release in the background: In the SAP Easy Access screen. So long as you have not yet transferred the planned shipment to SAP R/3 you can reset the release. SAP SCM 5.2006 Planned Shipment Release Use When you have finished planning. The planned shipment receives the status "published (released)" and a green traffic light. When you have assigned a transportation service provider to the planned shipment and have set up the transportation tendering (cooperative transportation planning) for this transportation service provider.0 Add-On Transportation Management (TM) 500 128 . the system automatically tenders the planned shipment to an external transportation service provider as soon as you release the planned shipment. The planned shipment must be released before it can be transferred to SAP R/3. you can no longer change it manually in Transportation Planning/Vehicle Scheduling (TP/VS). you release the planned shipment. Optimization [Seite 84] Transportation Tendering (Cooperative Transportation Planning) [Seite 129] Transferring Planned Shipment to SAP R/3 [Seite 149] Activities You have the following options to release a planned shipment: ● Release in interactive planning: Select the planned shipment in the selection bar in the planning view [Seite 69] and choose Release Shipment. The system fixes the planned shipment and the orders that are to be delivered with this shipment.08. choose Transportation Planning/Vehicle Scheduling (TP/VS) → Planning → Planning in the Background → Release Shipments in the Background. Integration The following table shows the effect of the release on other functions: Function Change to planned shipment Effect When you have released a planned shipment.SAP Online Help 29. The optimization does not take into account a released planned shipment during the optimization run.

0 Add-On Transportation Management (TM) 500 129 . access the location master of the transportation service provider with location type 1020 and complete the EDI partner number details on the General tab page. ● You have assigned this EDI partner to your transportation service provider. the TSP can suggest an alternative pickup or delivery date. The transportation service provider can accept. SAP SCM 5. Collaborative Transportation Planning Business benefits Improved transparency Improved communication with all involved parties Improved process efficiency Exchange Exchange transportation transportation RFQs RFQs Transportation Transportation planning planning Collaboration in Collaboration in event of event of exceptions exceptions Transportation Transportation planning planning Vehicle Vehicle scheduling scheduling Transportation service provider Both Manufacturer Business benefits Vehicle Vehicle scheduling scheduling Lower costs due to reduced handling work Improved communication with all involved parties Improved process efficiency Logistics Logistics Execution Execution System System You can use EDI or the Internet for collaborative transportation planning. see IDoc Interface/Electronic Data Interchange [Extern]. for example) to streamline their work processes and ultimately benefit from reduced handling costs. and greater efficiency. improved transparency. you have maintained message type PLNSHP here for the outbound and inbound parameters. reject.08.SAP Online Help 29.2006 Collaborative Transportation Planning Purpose Collaborative transportation planning allows manufacturers and their transportation service providers (carriers or forwarders. Collaborative Transportation Planning with EDI Prerequisites ● You have defined the partner profiles for an EDI partner of type CR (Tools → Business Communication → IDoc Basis → Administration → Partner profile). You can choose any partner number. To do this. ● You have created the VS alert profile [Seite 143]. For more information. Depending on the scenario. For instance. or change the transportation RFQs. Manufacturers inform their transportation service providers about scheduling agreements.

SAP Online Help ● 29. If the transportation RFQ is rejected or changed. 4. If it was rejected. SAP SCM 5. If the transportation RFQ was accepted. the system sends a transportation RFQ to the transportation service provider automatically using EDI (IDOC PLNSHP). quote different ones). Finally. the transportation planner at the manufacturer’s plant can continue planning in TP/VS. the planned shipments are transferred to the SAP R/3 execution system where they become actual shipments..2006 You have carried out the planning in the SAP APO Transportation Planning and Vehicle Scheduling (TP/VS) [Seite 18] component and created planned shipments. The transportation planner at the manufacturer’s plant plans in TP/VS and chooses a transportation service provider either manually or automatically. 3. 2. see Maintaining Settings for Collaborative Partners [Extern]. Process Flow . If this planner releases shipments in TP/VS. 1. ● You have assigned a collaboration partner to the transportation service provider (in master data).08.0 Add-On Transportation Management (TM) 500 130 . He or she can also change the pickup or delivery dates and times set out in the transportation RFQ (that is. 5. The transportation planner at the transportation service provider then uses EDI to accept or reject the transportation RFQ. Collaborative Transportation Planning with EDI Transportation service provider Transportation planner Manufacturer Transportation planner Display transportation RFQs 4 4 Us e Us e ED I to 3 3 se nd Alert if tra 5 RFQ rejected 5 ns po rt a tio n ED It o ac ce p to rr ej ec t RF Q 2 2 RF Q APO APO TP/VS TP/VS 1 1 5 5 R/3 R/3 Transportation Transportation service provider’s service provider’s system system Vehicle Scheduling Execution of RFQ accepted Mandatory flow of information Optional flow of information Collaborative Transportation Planning with the Internet Prerequisites ● You have defined collaboration partners for your transportation service providers in the Transportation planning collaboration scenario (Supply Chain Collaboration → Environment → Current Settings → Collaboration Partners). For more information.. the transportation planner at the manufacturer receives notification through the SAP APO Alert Monitor. he or she can invite tenders for new shipments or cancel shipment tendering.

If this planner wishes to send e-mails to the transportation service providers.. he or she can view an XML file containing all the details of the transportation RFQ by clicking on the shipment number. Furthermore.2006 To do this. the transportation service providers involved receive a list of revoked transportation RFQs by e-mail. 5. The XML file can be displayed in a transportation service provider-specific layout that is defined in the APO CLP partner settings. he or she has to select the Sending of E-Mails Activated indicator in the communication settings for the collaboration partner. ● ● ● You have followed this menu path and entered your e-mail address (on the Address tab page): Tools → Administration → User Maintenance → Users. Finally. If the transportation planner rejects or modifies the transportation RFQ . he or she can invite tenders for new shipments or cancel shipment tendering. The TSP’s transportation planner reviews the transportation RFQ on the Internet and either accepts or rejects it. Process Flow . the transportation planner at the manufacturer’s plant can continue planning in TP/VS. access the location master of the transportation service provider with location type 1020 and complete the collaboration partner details on the General tab page. You have created the VS alert profile [Seite 143]. quote different ones). 4. In this case. If the transportation RFQ was accepted. If you wish to provide your transportation service providers with an XML file. To do this. he or she has to cancel the release of the relevant shipments.08.SAP Online Help 29.. 3.0 Add-On Transportation Management (TM) 500 131 . the planned shipments are transferred to the SAP R/3 execution system where they become actual shipments. You have carried out the planning in the SAP APO Transportation Planning and Vehicle Scheduling (TP/VS) [Seite 18] component and created planned shipments. If the shipment was rejected. SAP SCM 5. the transportation planner at the manufacturer receives notification through the SAP APO Alert Monitor. If necessary. 2. The transportation planner at the manufacturer’s plant plans in TP/VS and chooses a transportation service provider either manually or automatically. he or she can change the pickup or delivery dates and times set out in the transportation RFQ (that is. You also need to edit the EDI settings. you must select the XML Display Activated indicator in the communication settings for the collaboration partner. 1. The transportation planner can also revoke transportation RFQs.

value X within TP/VS (/SAPAPO/VS01) instead of through the function Send Planned Shipments through EDI (/SAPAPO/SHPEDI). You wish to prevent the details about planned shipments from being changed on the Internet. SAP SCM 5.08. you wish to send (System → User Defaults → Own Data): the IDoc PLNSHP directly from Parameter /sapapo/clp_vsidoc. You do not want to display certain data about the planned shipments on the Internet.SAP Online Help 29. value X Enter the following data on the Parameters tab page (System → User Defaults → Own Data): Parameter /sapapo/clp_bidnofld ● Value 'X ' (first character) The Source Location field is not displayed ● Value ' X ' (second character) The Destination Location field is not displayed. Enter the following data on the Parameters tab page (System → User Defaults → Own Data): Parameter /sapapo/clp_bidnochg.2006 Collaborative Transportation Planning: Internet Transportation service provider Transportation planner Inf Manufacturer Transportation planner 2 2 or m tra ns po Internet Display transportation RFQs 3 3 rta t ion 5 5 se rv ice pr ov id e r( e-m Qs ai Alert if RFQ rejected 4 4 Acc ept o 3 3 Delivery details over XML r re jec t RF l) APO APO TP/VS TP/VS 1 1 Transportation Transportation service provider‘s service provider‘s system system Vehicle Scheduling Execution if RFQ accepted 5 5 R/3 R/3 Mandatory flow of information Optional flow of information User Parameters for Collaborative Transportation Planning Description Prerequisite You wish to dispatch a shipment. Enter the following data on the Parameters tab page For this purpose. ● Value ' X ' (third character) The Planned Pickup Date field is not displayed. value X Enter the following data on the Parameters tab page (System → User Defaults → Own Data): Parameter /sapapo/clp_bidnodtl. You do not want the transportation service provider to have access to the details of the planned shipments.0 Add-On Transportation Management (TM) 500 132 .

● Value ' X ' (seventh character) The Journey Time field is not displayed. You can also combine these parameter values.SAP Online Help 29. For example. enter the value ' X XX'.2006 ● Value ' X ' (fourth character) The Delivery Date field is not displayed. and Vehicle Type fields from being displayed. Journey Time. ● Value ' X ' (fifth character) The Distance field is not displayed. if you wish to prevent the Distance. ● Value ' X' (eighth character) The Vehicle Type field is not displayed.08. ● Value ' X ' (sixth character) The Total Time field is not displayed. SAP SCM 5.0 Add-On Transportation Management (TM) 500 133 .

It simply logs and displays the result. if there are different tolerance times before a TSP reacts. Output The result of the check and the actions that result from it are logged in the application log and displayed at the end. You must specify the maximum duration until the first reaction in the format hhhhhhh:mm.2006 Monitoring of Shipment Tenderings Use You can use the report /SAPAPO/VS_MONITOR_TENDER to monitor the status of the shipment tenderings at the relevant transportation service provider (TSP) and to automatically trigger follow-up actions when certain events occur. you can specify when the TSP last reacted. When you activate this option. Rejected tenderings Possible follow-up actions Tendering from next TSP If the system determined multiple TSPs during the original TSP selection. In this case. on the SAP Easy SAP SCM 5.0 Add-On Transportation Management (TM) 500 134 . ● Generate alert only You can use this action in conjunction with the event Tenderings without response only. You can use the report /SAPAPO/VS_MON_TENDER_SCHED to do this.08.SAP Online Help 29. You can also select the events to be checked. You can also schedule the report as a background job. To call this report. You can select one action only for each report run. it tenders the shipment to the next TSP in the ranking list. Possible events: ● ● ● Tenderings without response In this case. Cancel tendering The system cancels the tendering and removes the assignment between the relevant TSP and the shipment. Activities To call the report. ● ● Tendering from same TSP The system tenders the shipment to the same TSP again. Features Selection You can restrict the selection of shipments to be checked to certain TSPs. the system does not perform the selected action. choose Advanced Planning and Optimization → Transportation Planning/Vehicle Scheduling → Planning → Collaborative Transportation Planning → Monitor Tenderings. If a further tendering is not possible. for example. it generates the alert No transportation service provider found for the relevant shipment. You can use this alert as the basis for manually triggering the first three actions at a later time. the alert No response from TSP is generated for each of the relevant shipments. You can also execute the check in a test mode. on the SAP Easy Access screen.

2005 13:00 The report now selects all the shipments without a reaction from the TSP whose tendering date/time lies before 28. the system does not select shipment XYZ. the system selects shipment XYZ since the tendering took place at 13:02 and therefore lies outside the permitted window of six hours.06.2005 at 19:05 Determine allowed limit for tendering date/time Current time – duration = latest tendering date/time within permitted window 28.06. choose Advanced Planning and Optimization → Transportation Planning/Vehicle Scheduling → Planning → Planning in the Background → Schedule Monitoring of Tendering.2005 13:05 The report now selects all the shipments without a reaction from the TSP whose tendering date/time lies before 28.06. the system cancels the tendering to TSP A.2005 19:05 – 6 hours = 28.06.06. In this case.06. ● 28. As the action. TSP B. As the action in response to this event.06.SAP Online Help 29.0 Add-On Transportation Management (TM) 500 135 . the system is to tender relevant shipments to the next TSP. After the system has assigned TSP A to shipment XYZ in the automatic TSP selection.2005 at 13:00 and to which TSP A is assigned. Example You have arranged with TSP A that he or she has a maximum of six hours to react to a shipment tendering. You have also selected the event Tenderings without response and have defined 6:00 hours as the duration. it tenders the shipment XYZ on 28. You have restricted the selection for the report to TSP A. and tenders the shipment to the next TSP in the ranking list. SAP SCM 5. You have scheduled the report Monitor Tenderings as a regular background job that is to be executed every five minutes.2005 at 19:00 Determine allowed limit for tendering date/time Current time – duration = latest tendering date/time within permitted window 28.2005 at 13:05 and to which TSP A is assigned.08.06.06.2006 Access screen. for example.2005 at 13:02. In this case. The following explains the report functions at various times during the execution: ● 28.2005 19:00 – 6 hours = 28.

The following deliveries and shipments are still available in SAP liveCache and in the database: ● Deliveries for which you have posted goods issue or goods receipt in SAP R/3 and that are in shipments The system simply sets the quantity for these deliveries to 0..08.SAP Online Help 29. In addition. choose the following from the SAP Easy Access screen for mySAP Supply Chain Management: Advanced Planning and Optimization → Transportation Planning/Vehicle Scheduling → Planning → Planning in the Background → Delete Deliveries in the Background or Delete Shipments in the Background. the system also determines and corrects any inconsistencies.0 Add-On Transportation Management (TM) 500 136 . a deletion indicator is set for the database entries in the COM layer.2006 Delivery and Shipment Deletion Use Only deliveries that were not planned in the Transportation Planning/Vehicle Scheduling (TP/VS) component are deleted automatically in SAP APO since they are no longer relevant for planning. You can delete deliveries and shipments interactively or in a background job. ● Shipments for which you have set the status to Shipment End in SAP R/3 SAP APO considers these shipments as no longer being relevant for planning and it no longer displays them in interactive planning. ● SAP SCM 5.. Activities . ● To delete deliveries and shipments interactively. The results are written in the application log. When deleting the shipments. To ensure that SAP liveCache does not overflow and to relieve the database. we recommend that you delete these deliveries and shipments on a regular basis. The system saves the deliveries contained in the shipments in an exclusion table so that they are not planned again in another shipment. choose the following from the SAP Easy Access screen for mySAP Supply Chain Management: Advanced Planning and Optimization → Transportation Planning/Vehicle Scheduling → Planning → Delete Deliveries or Delete Shipments. To delete deliveries and shipments in the background.

If you have increased the order quantity so that the resource is overloaded.08. the planned shipment remains unchanged in TP/VS. Deallocate order Deallocate order (only for capacity overload) The system deallocates the order [Extern]. However. You can then check your planning situation in TP/VS and make any necessary changes. If you do not define any control rules. sales orders or purchase orders) and deliveries in the ERP system.0 Add-On Transportation Management (TM) 500 137 . Structure Supported Changes in the ERP System The system can automatically adjust planned shipments for the following types of changes in the ERP system (dependent on the settings in the control rule: ● ● ● ● Change an order or a delivery Delete an order or a delivery Create a delivery for an order Post goods issue or goods receipts for a delivery You can specify that the system is to write an alert when an order has been changed in the ERP system for which a planned shipment was already created in TP/VS (see Monitoring of VS Alerts [Seite 143]). Invalidate (retain order) SAP SCM 5. in TP/VS you can only adjust planned shipments that have not yet been transferred to the ERP system. Use You use control rules to determine changes to orders (for example. the planned shipment remains unchanged. The assignment between the planned shipment and the order remains intact.SAP Online Help 29. If you have changed the order quantity. the system deallocates the order [Extern]. Actions in TP/VS The following table shows which actions the system can perform for planned shipments in TP/VS: Action Adjust shipment Explanation If you have not changed the order quantity. the system updates the total weight and total volume of the planned shipment only. and to automatically adjust the corresponding planned shipments in the Transportation Planning/Vehicle Scheduling (TP/VS) component using suitable actions.2006 Control Rule Definition Rule that determines which actions are to be performed for planned shipments when the corresponding orders are changed in the ERP system. The system invalidates [Extern] the planned shipment.

you can define control rules for different tendering or transportation statuses. method PROCESS_EXT_CHANGES to define your own actions. or for transportation service providers. for example: ● ● You have changed the quantity in certain intervals. BAdI You can use the Business Add-In (BAdI) /SAPAPO/VS_INB_PROC. choose Advanced Planning and Optimization → Transportation Planning/Vehicle Scheduling → Environment → OLTP Interface → Define Control Rules. The system invalidates [Extern] the planned shipment and deallocates the order [Extern]. To define control rules. Integration To use this function. This only happens if you have increased the order quantity in such a way that the resource is overloaded.SAP Online Help 29. This only happens if you have increased the order quantity in such a way that the resource is overloaded. You have changed shipping conditions or other shipping-relevant information in the order in the ERP system. You can also define conditions for new order values by specifying that the control rule is to apply in certain cases only. For example.0 Add-On Transportation Management (TM) 500 138 . Invalidate (deallocate order) Invalidate (deallocate order) (only for capacity overload) The system invalidates [Extern] the planned shipment and deallocates the order [Extern]. on the SAP Easy Access screen. integration with the ERP system is required. SAP SCM 5.08.2006 Invalidate (retain order) (only for capacity overload) The system invalidates [Extern] the planned shipment. Selection Criteria You can use conditions [Seite 109] to restrict control rules. The assignment between the planned shipment and the order remains intact.

0 Add-On Transportation Management (TM) 500 139 .08.SAP Online Help 29.2006 Planning in the Background Purpose You can execute the following functions in the background as an alternative to interactive planning [Seite 67]: ● ● ● ● ● ● ● Optimization [Seite 84] Transportation service provider selection [Seite 111] Dynamic route determination [Seite 101] Scheduling of shipment tendering monitoring [Seite 134] Scheduling of heuristic runs [Seite 77] Release of planned shipments [Seite 128] Deletion of deliveries and shipments [Seite 136] SAP SCM 5.

0 Add-On Transportation Management (TM) 500 140 .2006 Additional Functions Use The following are functions that cover more technical issues such as: Error handling/monitoring [Seite 141] Monitoring VS alerts [Seite 143] Editing field contents [Seite 146] Authorizations in TP/VS [Seite 148] SAP SCM 5.SAP Online Help 29.08.

and the input and output data (if you have given the dump level the value 1). use transaction /n/SAPAPO/C3. that is. Most of these functions are valid across the whole of SAP APO. SAP SCM 5. the level of detail in the log in SAP APO Customizing under Transportation Planning/Vehicle Scheduling (TP/VS) → Basic Settings → Basic Settings for Vehicle Scheduling. You can also schedule the consistency check as a background job and write the results to the application log. The qRFC alert (transaction /n/SAPAPO/CW for outbound queues and /n/SAPAPO/CQINW for inbound queues) enables a message to be issued automatically if a transmission error occurs. You define the log level. It is possible to navigate to the qRFC monitor and to the application log in both systems. SCM Queue Manager The SCM queue manager (transaction /n/SAPAPO/CQ) allows you to centrally monitor queues and how they are being processed in both the sending system and the receiving system.08. qRFC Monitoring The qRFC and the qRFC alert offer further monitoring possibilities. you can save the Optimizer trace file. debug. You can call the application log for Transportation Planning/Vehicle Scheduling using the application toolbar in interactive planning. Saving the Log Files from the Optimization Runs In transaction /n/SAPAPO/OPT10. Application Log Using the application log. you can set the debug level and dump level of the Optimizer. you can track what has been transferred (data objects and integration model). The application log also issues a detailed error message is there is an application error.SAP Online Help 29. CIF Comparison/Reconciliation of Transaction Data Using the CIF comparison/reconciliation of transaction data.2006 Error Handling/Monitoring Use There are various functions for error handling and monitoring available in the Transportation Planning/Vehicle Scheduling (TP/VS) component. when (time). In transaction /n/SAPAPO/OPT11 (under menu option Extras). or delete queues. activate. and by whom (user). you can identify and correct data inconsistencies between SAP APO and SAP R/3. We recommend executing the check according to the supply chain model and after the IMG activities have been completed. you can check the settings you have made in Customizing (including a check of SAP R/3 Customizing) and the master data and movement data. This function uses preset time selection parameters. In some cases you can go directly to the affected transaction and rectify the error. For some of these messages you can display detailed information by clicking the relevant object.0 Add-On Transportation Management (TM) 500 141 . You get a list of error messages. If you want to enter your own time selection parameters or want to take additional SAP APO components into consideration in the application log. Features Consistency Check in Vehicle Scheduling Using transaction /n/SAPAPO/VSCC. The qRFC monitor (transaction SMQ1 for outbound queues and SMQ2 for inbound queues) lets you display.

you can identify inconsistencies between the liveCache and various databases in SAP APO.0 Add-On Transportation Management (TM) 500 142 .08.2006 Consistency Check liveCache – SAP APO DB Using transaction /n/SAPAPO/OM17.SAP Online Help 29. See also: Administration [Extern] SAP SCM 5.

0 Add-On Transportation Management (TM) 500 143 . Order due date changed by VS Loading resource is overloaded Explanation An existing order was rescheduled by Vehicle Scheduling. This can be due to various reasons: a suitable transportation lane or resource was not found for the shipment belonging to the order.08. This can only occur if multiple planners work at the same time with the same locations to which loading resources are assigned. Alerts that occur when selecting the transportation service provider Alert Explanation Order not scheduled in shipment by optimizer Shipment: resource is overloaded SAP SCM 5. This situation can occur if the resource was manually overloaded or if the order quantity has increased after the shipment was already generated. Features The VS alert profile contains a number of alert types specific to Vehicle Scheduling activities. Non-delivery costs are lower than the relevant transportation costs and the costs for earliness/lateness. The optimizer could not find a solution in the given runtime. For this reason. To do this.2006 Monitoring of VS Alerts Use You can use the Alert Monitor [Extern] to monitor alerts for Vehicle Scheduling (VS) [Seite 18]. The following tables show the available alert types and alerts: Alerts that occur during planning (manually or using the optimizer) Alert Check availability.SAP Online Help 29. the availability must be checked again. This alert indicates that a shipment quantity exceeds the available capacity of the shipment resource. A loading resource (inbound/outbound) is overloaded. Order was changed in OLTP This alert can be used in control rules [Seite 137] to recognize situations where an order that was already assigned to a shipment was changed in the OLTP system. The order was not scheduled in a shipment. you define a VS alert profile containing a user-specific selection of alerts that are relevant to your planning area.

The TSP’s capacity is insufficient to execute a shipment (error occurs only in the case of automatic TSP assignment with transportation allocation). and the objects for which the Alert Monitor determines alerts. the Alert Monitor only determines alerts with type Loading resource is overloaded for the planning version and period defined in the overall alert profile. For the first two transportation tendering alerts.0 Add-On Transportation Management (TM) 500 144 .. assign the VS alert profile to your overall alert profile [Extern]. If required. or if you want to display alerts in interactive planning in TP/VS. your SCC user profile [Extern]. Date/time proposals (planned departure/arrival) were changed by TSP (planned shipment).. In the optimization profile. to the optimization profile for TP/VS. SAP SCM 5. Alerts that occur during transportation tendering Alert Shipment rejected by TSP Proposed dates/times changed by TSP Transferred shipment: shipment rejected by TSP Transferred shipment: proposed dates/times changed by TSP Explanation A tendered shipment was rejected by the TSP. the period. Select the alerts that are relevant to you. or to cancel the request for quotations. 3. If you do not enter an optimization profile. you specify the planning version.2006 No transportation service provider found A suitable transportation service provider (TSP) was not found to execute a shipment. 1. A shipment already transferred to the OLTP system was rejected by the TSP. To create user-specific alerts. 2. This can be due to the following reasons: No TSP is assigned to the transportation lane. you can use the context menu in the shipment to perform tendering again. Assign a VS optimization profile [Seite 84]. you can use the following Business Add-Ins (BAdIs): ● ● ● ● ● ● ● ● /SAPAPO/VS_SHIPMENT /SAPAPO/VS_INB_PROC The following alerts can also be triggered from Supply Chain Event Management (SCEM): Proposed shipment rejected by TSP Proposed dates/times changed by TSP Transferred shipment: proposed dates/times changed by TSP Transferred shipment: proposed shipment rejected by TSP No response from transportation service provider (only used by SCEM) The following alert is used if the shipment tendering is monitored in SCEM: Alert from Supply Chain Event Management Activities .08.SAP Online Help 29. Date/time proposals (planned departure/arrival) were changed by TSP (shipments already transferred to OLTP system).

08.0 Add-On Transportation Management (TM) 500 145 .SAP Online Help See also: Application-Specific Alert Profiles [Extern] Monitoring and Solving Planning Problems Using the Alert Monitor [Extern] 29.2006 SAP SCM 5.

User Exit: EXIT_/SAPAPO/SAPLVS_VSGUI_005 Structure: /SAPAPO/VSR_G_FUNIT Include: CI_FUNIT SAP SCM 5.. To use these fields. you must set the SD Data indicator in Customizing under Transportation Planning and Vehicle Scheduling (TP/VS) → Basic Settings → Basic Settings for Vehicle Scheduling. 2. For more information. SDFIELDS. see Creating Customer-Specific Function Modules [Extern]. you can change or enhance the field contents. Procedure Editing Field Contents by Implementing a User Exit .0 Add-On Transportation Management (TM) 500 146 . The following table shows which user exits are available: Display Structure Freight unit User Exit User Exit: EXIT_/SAPAPO/SAPLVS_VSGUI_001 Structure: /SAPAPO/VSR_G_FUNIT Include: CI_FUNIT Comment: You use this user exit for fields in tables ATPFIELDS. You can edit the field contents by implementing a user exit or a Business Add-In (BAdI). Use SAP enhancement APOVS003. For all other enhancements with regard to freight units. use user exit EXIT_/SAPAPO/SAPLVS_VSGUI_005. and so on. 1. You can do this for the selection bar (shuffler) and the tables of the tab pages Tabular Planning and Multilevel Planning.2006 Editing Field Contents Use If the fields available in the planning view [Seite 69] are not sufficient or are not suited to your business processes.SAP Online Help 29. Call transaction CMOD.. Implement the user exit you require.08.

choose Transportation Planning/Vehicle Scheduling (TP/VS) → Business Add-Ins (BAdIs) for TP/VS in the Customizing for SAP APO. SAP SCM 5.. in the planning view (transaction /SAPAPO/VS01). To implement the required BAdI.2006 Stages User Exit: EXIT_/SAPAPO/SAPLVS_VSGUI_002 Structure: /SAPAPO/VSR_G_STAGES Include: CI_VS_STAGES Shipment User Exit: EXIT_/SAPAPO/SAPLVS_VSGUI_003 Structure: /SAPAPO/VSR_G_SHIPMENTS Include: CI_VS_SHIPMENTS Resource User Exit: EXIT_/SAPAPO/SAPLVS_VSGUI_004 Structure: /SAPAPO/VSR_G_RESOURCES Include: CI_VS_RESOURCES Editing Field Contents by Implementing a BAdI .08. for example street name. To do this. implement user exit 005.SAP Online Help 29. The following table shows which BAdIs are available: BAdI Field enhancement for multilevel planning (/SAPAPO/VS_ADDFIELDS) Use Adding fields in mulitlevel planning Example You want to display additional address details for your customers..0 Add-On Transportation Management (TM) 500 147 .

see the relevant online documentation: C_APO_TPVS You can use this authorization object to control the authorization checks for transactions and functions in TP/VS. Features The following authorization object is available in TP/VS. You can use Business Add-In (BAdI) /SAPAPO/VS_AUTHORITY for user-specific changes.08.SAP Online Help 29. For more information about authorizations. you can also restrict access using the start and destination locations and the vehicle resource. For more information.2006 Authorizations in TP/VS Use The component Transportation Planning/Vehicle Scheduling (TP/VS) uses the SAP authorization concept [Extern] to control access to applications. SAP SCM 5. In the case of interactive planning. see Users and Roles (BC-SEC-USR) [Extern] and Checking Authorizations [Extern].0 Add-On Transportation Management (TM) 500 148 . You can use the optimization profile to restrict access to most functions.

2.SAP Online Help 29. for example. you also gain on overview of the planned shipments to be transferred and can restrict them. Moreover. Process Flow 1. a delivery must already exist. the system automatically releases the planned shipments for transfer to SAP R/3. Afterwards choose Check Release of Planned Shipments and then Transfer Planned Shipments to OLTP. SAP SCM 5. specify an optimization profile. You transfer the planned shipments to SAP R/3 either interactively or in the background. locations. specify an optimization profile. In the planning view [Seite 69].0 Add-On Transportation Management (TM) 500 149 . The shipments are created automatically in SAP R/3. To create a shipment in SAP R/3. If all the deliveries are there. To call background processing. choose Transportation Planning/Vehicle Scheduling → Environment → OLTP Interface → Mass Processing Interface → Schedule Delivery Generation from the SAP Easy Access screen. with different optimization profiles. The follow options are available for calling the interactive transfer in TP/VS: ○ Choose Transportation Planning/Vehicle Scheduling → Environment → OLTP Interface → Transfer Orders to Delivery Generation from the SAP Easy Access screen. you must define the optimization profiles without any overlaps.2006 Transfer of Planned Shipments to SAP R/3 Purpose When you have completed planning in the component Transportation Planning/Vehicle Scheduling (TP/VS). In TP/VS you trigger an automatic check of the delivery generation in SAP R/3. Interactive planning offers you the advantage of providing an overview of the orders for which deliveries are to be generated in SAP R/3 and of being able to restrict them. If you want to restrict the planned shipments to be transferred. Then deliveries are automatically generated in SAP R/3 for the orders for which you have created planned shipments in TP/VS. Here the system checks if all the orders for which you have created planned shipments in TP/VS have been converted into deliveries.08. that is. Afterwards choose Check Release of Planned Shipments and then Transmit Planned Shipments to OLTP System. choose Goto → OLTP Generation of Deliveries. 3. To avoid locking problems during transfer of data. Afterwards choose Check Release of Planned Shipments and then Transfer Planned Shipments to OLTP. you transfer your planned shipments to SAP R/3 for transportation execution and delivery processing. If you want to restrict the orders for which you want to generate deliveries in SAP R/3 according to particular criteria. This means that before you can transfer the planned shipments created in TP/VS to SAP R/3 you must first generate the deliveries in SAP R/3. Prerequisites See TP/VS-Specific Customizing Settings in SAP APO [Seite 17]. We recommend selecting an optimization profile in particular if you have several planners with individual tasks. You trigger the generation of deliveries in SAP R/3 within TP/VS.

SAP APO determines the following five dates: ● ● ● ● ● Delivery date Goods issue date Loading date Material availability date Transportation planning date Three of these dates result from the transportation activities that you generated in TP/VS. Goods issue time in the product master record The system then calculates the material availability date as follows: Goods issue date – goods issue processing time = material availability date 2. The system then calculates the transportation planning date as follows: Goods issue date – shipment creation time = transportation planning date 3. the goods issue date. The SAP APO system calculates the material availability date and the transportation planning date using backward scheduling and starting from the goods issue date. Shipment creation time in the location master of the start location. you have to define the following values: ..0 Add-On Transportation Management (TM) 500 150 . The goods issue date corresponds to the end date of the loading activity. Features Transportation and shipment scheduling for sales orders If in TP/VS you trigger the generation of deliveries in SAP R/3 for the sales orders for which you have created planned shipments. The SAP APO system schedules the material availability date and the transportation planning date when you trigger the generation of deliveries in SAP R/3 from TP/VS.SAP Online Help 29.. Scheduling for stock transfers For stock transfers. Shipment calendar in the location master of the start location SAP SCM 5. it does not transfer the dates. The loading date corresponds to the start date of the loading activity. The SAP APO system uses the times you defined in the Customizing for transportation and shipment scheduling as a basis. The SAP APO system schedules the dates using backward scheduling from the loading date. For general information about transportation and shipment scheduling in SAP APO. For this to happen. the delivery date.2006 Transportation and Shipment Scheduling in TP/VS Use The Transportation Planning/Vehicle Scheduling (TP/VS) component uses transportation and shipment scheduling in SAP APO. see Transportation and Shipment Scheduling [Extern]. The following only deals with the points that are relevant for TP/VS. 1. The transportation and shipment scheduling occurs when the deliveries are created in SAP R/3. They are transferred automatically to SAP R/3 when you trigger the generation of deliveries: ● ● ● The delivery date corresponds to the start date of the unloading activity. and the loading date also result from the transportation activities. If the SAP APO system determines that one of these five dates is in the past.08.

it does not transfer the dates. If the TP/VS dates that you have already transferred to SAP R/3 change. For more information.0 Add-On Transportation Management (TM) 500 151 . the SAP APO system only transfers the delivery date to SAP R/3.SAP Online Help 29.2006 If the SAP APO system determines that one of these five dates is in the past. you can synchronize them in SAP R/3. The transportation and shipment scheduling occurs when the deliveries are created in SAP R/3. see Changing Delivery Dates/Times in SAP R/3 from TP/VS [Seite 81]. Transportation and shipment scheduling for purchase orders For purchase orders. SAP SCM 5. for example due to the rescheduling of a shipment.08.

that is. green light if the due date is in the future Due date duration. elapsed time since the start of publication Due status: Red traffic light if the due date has been overrun. or delays in processing the job. elapsed time since the due date was overrun Always filled for shipments. SHP for planned shipments Number of preceding document or shipment number Item number for preceding documents Transfer status: Red light if publication of the document has already been triggered. The report can also determine and display the duration of the document processing in the OLTP system. Only filled for preceding documents if there are requirements relevant to the location (output node in liveCache) Always filled for shipments.2006 Monitor for OLTP Publications Use You use this report to monitor the activities involved in OLTP generation of deliveries and the transfer of planned shipments to the OLTP system. Only filled for preceding documents if there are requirements relevant to the location (input node in liveCache) Document Item Transfer Duration Due date Duration Start location Destination location SAP SCM 5. documents that have exceeded the transfer due date. that is.SAP Online Help 29.08. otherwise green Transfer duration. Features The report highlights. If the OLTP system does not confirm creation of a delivery or a shipment. The report also highlights reports that have been sent multiple times.0 Add-On Transportation Management (TM) 500 152 . and detect errors in good time. for example. This can be the result of a release check not being executed for shipments. The report has the following structure: Field Type Information Displayed ORD for preceding documents for deliveries. a red traffic light is displayed.

SAP Online Help 29.2006 To call this report. SAP SCM 5. choose SAP menu → Transportation Planning/Vehicle Scheduling → Environment → OLTP Interface → OLTP Publication Monitor or from interactive planning (Goto → OLTP Publication Monitor).08.0 Add-On Transportation Management (TM) 500 153 .

SAP SCM 5.2006 Transportation Management in EWM Use Extended Warehouse Management (EWM) has its own Transportation Management (TM) area.0 Add-On Transportation Management (TM) 500 154 .SAP Online Help 29. The following sections describe the functions available as well as the integration of TM with Shipping and Receiving.08.

08. and the usages: Instance Transportation request Settings ● In Customizing for TM under Define Shipment Type. and monitoring the transportation of goods. you have set the UI Changeable indicator for the shipment type Bill of Lading. It contains all the important control parameters for the shipment document. executing. In Customizing for TM under Define Shipment Type. you have defined the shipment type Bill of Lading as a successor shipment type. The following table shows the possible instances of shipments.SAP Online Help 29. the relevant paper document (international bill of lading (CMR) or bill of lading according to VICS standard) is printed automatically. the required settings. Transportation Completed.0 Add-On Transportation Management (TM) 500 155 . A shipment can have different characteristics that are determined by the shipment type as well as its relationship to other shipments. Use You can create shipments both manually and automatically. You define the shipment type in Customizing for Transportation Management (TM). ● You can assign transportation requests with common properties to a bill of lading. for example) to a destination location (a customer. you have not set the UI Changeable indicator for the shipment types Planned Transportation Request and Final Transportation Request. for example). ● Bill of lading ● ● You can manually set statuses in the bill of lading. for example: ○ ○ ○ ● Transportation service provider Ship-from party and ship-to party Delivery date Use You can assign transportation requests to bills of lading or to freight documents. you have defined the shipment types Planned Transportation Request and Final Transportation Request as predecessor shipment types. SAP SCM 5. The shipment forms the basis for planning. In this case. for example.2006 Shipment Definition Document containing all the goods that are consolidated by a ship-from party and are then transported together from an issuing location (a plant. In Customizing for TM under Maintain Settings for Determining Shipment Types. For more information about printing. In Customizing for TM under Maintain Settings for Determining Shipment Types.

for example. products. See also: Freight Document [Seite 157] Creation of Freight Documents [Seite 158] SAP SCM 5. units of measure. it is confirmed. ● Structure The header contains data such as: ● ● ● ● Incoterms Partners Dates/times Transportation details such as transportation mode. Integration The automatic creation of shipments occurs via an integration interface with goods accepted and shipping.0 Add-On Transportation Management (TM) 500 156 . the delivery.08. dates/times. Final shipment: Is fixed with regard to type and size. stops. Most of these shipments are already packed or loaded. You can also communicate shipments using IDocs. and transit direction The shipment items contain data such as locations.SAP Online Help 29. The IDoc structure of the freight document is compatible with the EDIFOR standard (subset of EDIFACT [Extern]) IFCSUM (International Forwarding and/or Transport Message Consolidation Summary). weight and volume. for example. route. The following classification is relevant to the processes in the Extended Warehouse Management (EWM) component: ● Planned shipment: Can still change with regard to type and size. packages.2006 see Post Processing Framework [Extern]. and references to the original document. in other words. due to a subsequent delivery split in the Extended Warehouse Management (EWM) component.

pickup. These are then printed automatically. You can create freight documents both manually and automatically. Structure The freight document contains data such as: ● ● ● ● ● ● Transportation details (for example. for example. For more information about printing.2006 Freight Document Definition Document that reflects the result of planning and consolidating shipments [Seite 155] and that is used in collective goods traffic. for example. see Post Processing Framework [Extern]. Both of these messages are also compatible with the EDIFOR standard IFCSUM. It contains all the important control parameters for the freight document. In this case. You can manually set statuses in the freight document. this status is set automatically for all the bills of lading contained in the freight document. You define the freight document type in Customizing for Transportation Management (TM). The freight document determines the load on a vehicle. and maps trips as well as multiple pickups and stops. Transportation Completed. For more information about creating freight documents. in the freight document. If you set the status Transportation Completed. The IDoc structure of the freight document is compatible with the EDIFOR standard (subset of EDIFACT [Extern]) IFCSUM (International Forwarding and/or Transport Message Consolidation Summary). route. The creation of freight documents can also be triggered from the Shipping and Receiving area by sending a final load message or a load message to TM. for example. transportation mode) Business partners Status Dates/times (for example. Changes that you have made manually or changes that were communicated using an IDoc (such as changed dates/times. loading date. You can also print master bills of lading [Extern] and freight lists [Extern] from the freight document.SAP Online Help 29. it is also set automatically for all shipments contained in the freight document. SAP SCM 5. Use The freight document is relevant to transferring planning results and to printing. see Creation of Freight Documents [Seite 158]. or statuses) are transferred automatically to the shipments contained in the freight document.0 Add-On Transportation Management (TM) 500 157 . transportation details. arrival) Loading or unloading sequence Reference documents Integration The automatic creation of freight documents occurs using an IDoc.08.

The outbound delivery orders get the status Transportation Planning End. the relevant shipments and deliveries are automatically updated with the planned transportation data. SAP SCM 5.0 Add-On Transportation Management (TM) 500 158 .2006 Creation of Freight Documents Use You can create freight documents [Seite 157] in different ways. if you want to use your own document types. After a freight document has been created. you group multiple planned shipments that are to be or can be transported together. The data merely serves as a source of information and as a prerequisite for the automatic creation of bills of lading and for printing. This is sent back automatically to Transportation Management (TM). The system also automatically updates assignments between shipments and freight documents and sets the status Planning Fixed by Execution. and a vehicle activity are automatically created there. Prerequisites ● You have defined the following in Customizing for Transportation Management (TM): ○ ○ Transportation planning points Settings for transportation planning point determination and assignment to an external transportation planning system (TPS). and vehicles are updated automatically. the planned shipments are sent automatically via IDoc to this TPS. you plan the transportation. You can maintain the freight document in TM. a vehicle. If the vehicle is not yet known in shipping and receiving. In the TPS. you can group shipments that are to be transported with the same vehicle or you can change dates/times. vehicle. a transportation unit (TU). The result of transportation planning is a freight document. You must not change the documents in TM.08.SAP Online Help 29. and settings for freight document type determination ○ ○ Features You can create freight documents in the following ways: ● If you have connected an external transportation planning system (TPS). on the SAP Easy Access screen. When doing this. They are used as the basis for creating loads on vehicles. if you want to use an external TPS Shipment types and freight document types Settings for shipment type determination. for example. To do this. a transportation unit (TU). the following paragraph is not relevant. you can change transportation details such as the means of transport or the dates/times. The relevant shipments. If the vehicle is not yet known in shipping and receiving. deliveries. a vehicle. Freight documents reflect the result of planning and consolidating shipments [Seite 155]. choose Extended Warehouse Management → Goods Receipt and Shipping → Transportation → Maintain Freight Document. ● If you have not connected an external TPS. For example. a freight document is automatically created or updated via a message in TM. you create the freight document manually in TM. ● If deliveries have already been assigned to vehicles or transportation units (TUs) in shipping and receiving. for example. In this case. and a vehicle activity are automatically created there.

2006 SAP SCM 5.08.0 Add-On Transportation Management (TM) 500 159 .SAP Online Help See also: Loading and Unloading [Extern] Integration of TM with the Loading Process [Seite 160] 29.

When deliveries are assigned to transportation units and vehicles in shipping and receiving. Provided that a freight document from earlier planning results is not already available. a notification is sent to TM. you have the following alternative options: ○ In the transaction Maintain Freight Document (/SCTM/FRD). To create bills of lading. You determine which type of bill of lading is printed in printer and form determination [Seite 161]. You can then manually set the status Shipment Completed for these bills of lading. the system groups the shipments by ship-from party and ship-to party. 1. planned shipments [Extern] or final shipments [Extern] are created or updated. In TM. you can trigger the automatic creation of bills of lading using the Create Bill(s) of Lading pushbutton. For more information. ■ You can use the Business Add-In (BAdI) /SCTM/EX_BOM to change the criteria by which final shipments are grouped during the automatic creation of bills of lading. 2. In the transaction Maintain Shipment (/SCTM/SHP). Bills of lading are an aggregation of final shipments that are assigned to a freight document [Seite 157]. see Post Processing Framework [Extern]. a notification is automatically sent to TM.. 3. When an outbound delivery or an outbound delivery order is created or changed in delivery processing. Prerequisites You have set up printer and form determination. you can create bills of lading manually and assign final shipments to them which. a freight document is automatically created on receipt of this notification. see Printer and Form Determination [Seite 161]. ■ ○ See also: Loading and Unloading [Extern] SAP SCM 5. For more information about printing. Bills of lading are created automatically in TM and the status Shipment Completed is set. You can also create new bill of lading items. The bills of lading are automatically printed in accordance with the CMR or VICS standards. By default.2006 Integration of TM with the Loading Process Purpose By integrating Transportation Management (TM) with the Extended Warehouse Management (EWM) component. For more information.. and the status Loading End is set. see Creation of Freight Documents [Seite 158]. you enable bills of lading to be printed automatically when vehicles are being loaded. Process .08.SAP Online Help 29. for example.0 Add-On Transportation Management (TM) 500 160 . share the same route or ship-to party.

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Printer and Form Determination in Transportation Management
Use
You can use printer and form determination to control which printer is used and which type of form is to be printed.

Features
Printer determination
You can use criteria to define which printer is to be used. If you do not define any criteria, the printer that you have specified in the user profile in your system is used automatically. Printer determination is the same for bills of lading and freight documents.

Form determination
For automatic printing, you can use criteria to specify which form, in other words, which Smart Form, is to be printed.

You can print bills of lading based on the country of origin or country of destination, or in accordance with the CMR or VICS standard. A separate form determination is available for freight documents and bills of lading.

By default, form determination via the Post Processing Framework (PPF) [Extern] is used. In Customizing for Transportation Management, you can define the PPF action with a fixed form. To do so, choose Extended Warehouse Management → Goods Issue Process → Transportation Management → Basics → Define PPF Action Profiles and Define PPF Conditions.

Activities
To configure printer and form determination, on the SAP Easy Access screen, choose Extended Warehouse Management → Settings → Shipping and Receiving → Transportation → Printer and Form Determination. You must configure the following: ● ● ● ● Form determination for bills of lading Form determination for freight documents Printer determination for Transportation Management Print profile for Transportation Management

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Authorizations in Transportation Management
Use
In the area of Transportation Management (TM), you use the SAP authorization concept [Extern] to control access to applications. For more information about the authorization function, see Users and Roles (BC-SEC-USR) [Extern] and Checking Authorizations [Extern].

Features
The following table shows the authorization objects available in TM. For more information, see the relevant system documentation. Authorization Object /SCTM/AUTH /SCTM/STAT Description General authorizations for transportation Authorizations for transportation status

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Ocean Carrier Booking
Purpose
You can use this process to book capacity on a ship for sea transportation. You can use SAP Event Management (SAP EM) to track the individual process steps.

Prerequisites
● You have ensured that final shipments exist in Transportation Management. You have the following options: ○ You use final shipments from EWM. If you assign the route for an outbound delivery from EWM to the Ocean Carrier Booking process in Transportation Management, the final shipment created for this delivery in Transportation Management is automatically assigned to the Ocean Carrier Booking process. To do this, on the SAP Easy Access screen, choose Extended Warehouse Management → Shipping and Receiving → Transportation → Ocean Carrier Booking → Assign Shipments. ○ You manually create shipments. To do this, on the SAP Easy Access screen, choose Extended Warehouse Management → Shipping and Receiving → Transportation → Ocean Carrier Booking → Perform Ocean Carrier Booking. For more information, see Performing Ocean Carrier Booking [Seite 165].

You have maintained a partner ID. You need this to assign business partners. To do this, on the SAP Easy Access screen, choose Extended Warehouse Management → Shipping and Receiving → Transportation → Ocean Carrier Booking → Maintain Partner ID. You have assigned a location code. This is a standardized code that you need to be able to assign locations. To do this, on the SAP Easy Access screen, choose Extended Warehouse Management → Shipping and Receiving → Transportation → Ocean Carrier Booking → Assign Location Code. You have defined a Standard Carrier Alpha Code (SCAC) for your carriers. To do this, on the SAP Easy Access screen, choose Extended Warehouse Management → Master Data → Maintain Business Partner. You have assigned the ALE partner profiles to the transportation planning point (TPP). For more information, see the Implementation Guide (IMG) for Extended Warehouse Management (EWM) under Goods Issue Process → Transportation Management → Ocean Carrier Booking → Assign ALE Partner Profiles to Transportation Planning Point. You have created directory information for the IDoc/EDI conversion. For more information, see the IMG for EWM under Goods Issue Process → Transportation Management → Ocean Carrier Booking → Assign Directories for IDoc/EDI Conversion. You have created the directory information for the file transfer. For more information, see the IMG for EWM under Goods Issue Process → Transportation Management → Ocean Carrier Booking → Assign Directories for File Transfer. You have scheduled the report /SCTM/R_CONVERSION_TRANSFER in the background. This report controls both the automatic conversion of IDocs to EDI format and the transfer to the communication partner. You can also trigger the report manually during the process. To do this, on the SAP Easy Access screen, choose

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0 Add-On Transportation Management (TM) 500 164 . 5. 2. You create a booking order manually. 1.SAP Online Help 29. choose Extended Warehouse Management → Shipping and Receiving → Transportation → Ocean Carrier Booking → Perform Ocean Carrier Booking. or rejects it. on the SAP Easy Access screen. To do this. If the external communication partner confirms the shipping instruction. ● You have set up printer and form determination for ocean carrier booking [Seite 168]. To do this. for example. choose Extended Warehouse Management → Shipping and Receiving → Transportation → Ocean Carrier Booking → Perform Ocean Carrier Booking. choose Extended Warehouse Management → Shipping and Receiving → Transportation → Ocean Carrier Booking → Perform Ocean Carrier Booking.08. a platform or a partner for ocean carrier bookings. you must correct the error and release the shipping instruction again (see step 5). converts it to EDI format. the system converts the EDI message into the appropriate IDoc format and imports the IDoc into Transportation Management. You assign shipments to the booking order manually. In this case. The external communication partner confirms the shipping instruction in the form of an EDI message. 6.. The system automatically creates an IDoc for the booking order. converts it to EDI format.2006 Extended Warehouse Management → Shipping and Receiving → Transportation → Ocean Carrier Booking → Start IDoc/EDI Conversion and Transfer. or rejects it. To do this. If the external communication partner rejects the shipping instruction. and sends it to your external communication partner. The external communication partner confirms the booking order in the form of an EDI message. 3. SAP SCM 5. The system converts the EDI message into the appropriate IDoc format and imports the IDoc into Transportation Management. Process . 4. the system automatically cancels the release of the shipping instruction. The shipping instruction is also printed automatically as a Smart Form in a generic bill of lading format. The system automatically creates an IDoc. on the SAP Easy Access screen. You release the shipping instruction (in other words. the booking order with the assigned shipments). and sends it to your external communication partner.. You release the booking order. on the SAP Easy Access screen.

you can create multiple shipments without having to reopen the screen each time. On the quick entry screen. you first have to cancel the assignment. you first have to cancel the release. To perform a function. To change assigned shipments. choose Assign to Container Release shipping instructions Archive booking orders Released Orders → Release Shipping Instruction Transportation End on the relevant screen Create booking orders Create Booking Order (quick entry screen) or Create New Order Create Booking Order (quick entry screen) or Create New Order → Release Order New Orders or Released Orders → Assign Shipment → Assign Release booking orders Assign shipments to booking orders SAP SCM 5. you can create multiple booking orders without having to reopen the screen each time. Function Create shipments Navigation Create Shipment (quick entry screen) Comment On the quick entry screen.2006 Performing Ocean Carrier Booking You can perform the following functions within ocean carrier booking.SAP Online Help 29. choose Extended Warehouse Management → Shipping and Receiving → Transportation → Ocean Carrier Booking → Perform Ocean Carrier Booking and then the path specified in the table. Assign shipment items to containers New Orders or Released Orders → Assign Shipment → Assign On the Unassigned Items tab page.08. do not select a shipment. To assign all shipments. To change a released booking order.0 Add-On Transportation Management (TM) 500 165 . on the SAP Easy Access screen.

For more information. For more information. You have specified your SAP EM system in the application object types and event types.SAP Online Help 29. Types. Types. Proc. and Evt Types. Appl.0 Add-On Transportation Management (TM) . otherwise assign input parameter) Features Events When Communicating with an External Communication Partner An event is triggered automatically in SAP EM for the following process steps: ● ● You release a booking order.2006 Monitoring and Tracking Using SAP EM Use You can use SAP Event Management (SAP EM) to get an overview of the Ocean Carrier Booking process and to monitor the following: ● ● Communication with an external communication partner. You have made the settings for parameter mapping. Prerequisites ● You have defined an application system. a booking order with the assigned shipments). specify a value in the Event Manager field on the General Data tab page for all application object types and event types with the business process type OCB10_ORDER. choose Assign Profile to Mapping Area and enter two new entries as follows: Entry 1 Application system Application object type Mapping profile Error handling mode Entry 2 ● ● ● Application system that you defined previously OCB10_CONTAINER OCB10_CONTAINER OCB10_ORDER OCB10_ORDER Use default setting (Map parameter if possible. see the SAP Library under SAP Event Management (SAP EM) → SAP Event Management Infrastructure → Event → Reactions to and Actions for Events → Connection to the Alert Framework. For more information.08. You have defined which of your systems is an SAP EM system. for example. To make the settings. see the Implementation Guide (IMG) for Event Management (EM) under General Settings in SAP Event Management → Define Application System. 500 166 SAP SCM 5. see the IMG under Integration with Other SAP Components → Event Management Interface → Define Application Interface → Define SAP EM. Obj. To do this. For more information. see the IMG under Event Handlers and Event Handler Data → Parameters → Define Parameter Mapping. For more information. You release a shipping instruction (in other words. see the IMG under Integration with Other SAP Components → Event Management Interface → Define Application Interface → Define Used Bus. a platform or a partner for ocean carrier bookings Containers Integration You have installed SAP EM and integrated it with the Alert Framework.

containers.08. In this way. you can track the following: ● ● Receipt of the message at your external communication partner 29. SAP EM triggers an event if an unexpected event occurs. ● ● Send Shipping Instruction Shipping Instruction Transfer Success SAP SCM 5. if your external communication partner sends you changes that have been made to the booking order or shipping instruction. SAP EM generates alerts: ● ● Booking Order Transfer Success Complete Preparation Phase The preparation phase is the part of the process during which you create the shipping instruction (assign shipments. The shipping instruction must arrive at your external communication partner in good time before the actual transportation start. you can track the following container events for the booking order: ● ● ● ● Loading on Vessel (LOAD_ON_VESSEL) Departure Vessel (DEPT_VESSEL) Arrival Vessel (ARRIV_VESSEL) Unloading from Vessel (UNLOAD_FROM_VESSEL) Alerts If the following events are delayed.0 Add-On Transportation Management (TM) 500 167 .2006 Receipt of a confirmation or rejection from your external communication partner in your system Furthermore.SAP Online Help In both cases. and so on). SAP EM generates the Complete Preparation Phase alert 24 hours before the last date/time when you can send the shipping instruction to ensure that you have enough time to complete it. Container Events An event handler is created automatically in SAP EM for each container that is contained in a booking order. For example.

In Customizing for Transportation Management. you can define the PPF action with a fixed form.SAP Online Help 29. Printer determination You can use criteria to define which printer is to be used. the printer that you have specified in the user profile in your system is used automatically. form determination via the Post Processing Framework (PPF) [Extern] is used. SAP SCM 5. see the Implementation Guide (IMG) for Extended Warehouse Management (EWM) under Goods Issue Process → Transportation Management → Basics → Define PPF Action Profiles and Define PPF Conditions. If you do not define any criteria. Activities To configure printer and form determination. choose Extended Warehouse Management → Settings → Shipping and Receiving → Transportation → Printer and Form Determination. For more information. on the SAP Easy Access screen.0 Add-On Transportation Management (TM) 500 168 . Form determination By default. You must set up printer determination for Transportation Management.2006 Printer and Form Determination for Ocean Carrier Booking Use You can use printer and form determination to control which printer is used and which type of form is to be printed.08.

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