BEST PRACTICES GUIDE | PUBLIC

SAP S/4HANA 1809

2019-11-12

Transportation Management in SAP S/4HANA:

Master Data Guide for Organizational Structure
© 2019 SAP SE or an SAP affiliate company. All rights reserved.

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Content

1 Purpose. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

2 Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
2.1 System Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

3 Procedures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
3.1 Create Organizational Structure. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Defining the Company. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Defining the Purchasing Organization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Defining the Purchasing Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Defining the Planning and Execution Organization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
Defining the Company Structure. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Assign Users to the Organizational Structure. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

Transportation Management in SAP S/4HANA: Master Data Guide for Organizational

Structure
2 PUBLIC Content
1 Purpose

In this document you find a description of how to create organizational structure for your TM in S/4 HANA
system. The description includes those data segments that are relevant for the master data to work in a "usual"
system environment. The reader mainly learns which data segments and fields usually need to be filled with
input values. Fields that are not relevant for the scope of the S/4 HANA content delivery by SAP Best Practices
are not described in this document although they may appear on the UI.

Transportation Management in SAP S/4HANA: Master Data Guide for Organizational

Structure
Purpose PUBLIC 3
2 Prerequisites

2.1 System Access

System Details

System Accessible via SAP Fiori Launchpad. Assign standard

role SAP_BR_TRANSPORTATION_MANAGER to your user, to
be able to do the neccessary settings described in this guide.

Transportation Management in SAP S/4HANA: Master Data Guide for Organizational

Structure
4 PUBLIC Prerequisites
3 Procedures

3.1 Create Organizational Structure

3.1.1 Defining the Company

Context

Create the company (organization) master data record for your organizational structure using the SAP Fiori
launchpad.

Procedure

1. On SAP ECC Menu, choose the following:

Logistics Customer Service Service Processing Environment Organization Organizational Plan

Organization and Staffing Create . (or enter the transaction code: PPOCE)

A popup window opens

2. On the popup window that appears, enter validity dates for the organization.

A new window opens, showing the Organization and Staffing Create screen.
3. On the Basic Data tab, enter the values shown in the following table:

Field Description Value

Organizational Unit Identifier CCP_US_171

Description General description Company US 1710

4. On the Org. Data tab, choose the Create pushbutton and enter the values shown in the following table:

Field Description Value

Organization ID Identifier for the organizational unit CCP_US_171

Org. Unit Function Not applicable 24 – Company

Transportation Management in SAP S/4HANA: Master Data Guide for Organizational

Structure
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 Field Description Value

Org. Unit Role Role of this organizational unit 1 – Organization

5. Save your entries.

The company is created.

3.1.2 Defining the Purchasing Organization

Context

Create the purchasing organization master data record for your organizational structure using the SAP Fiori
launchpad.

Procedure

1. On SAP ECC Menu, choose the following:

Logistics Customer Service Service Processing Environment Organization Organizational Plan

Organization and Staffing Create . (or enter the transaction code:PPOCE)

A popup window opens

2. In the Master Data - Organization section, choose the Create Organization and Staffing tile (transaction
PPOCE).
3. On the popup window that appears, enter validity dates for the organization.

A new window opens, showing the Organization and Staffing Create screen.
4. On the Basic Data tab, enter the values shown in the following table:

Field Description Value

Organizational Unit Identifier PO_US_1710

Description General description Purchasing Organization US 1710

5. On the Org. Data tab, choose the Create pushbutton and enter the values shown in the following table:

Transportation Management in SAP S/4HANA: Master Data Guide for Organizational

Structure
6 PUBLIC Procedures
 Field Description Value

Organization ID Identifier for the organizational unit PO_US_1710

Org. Unit Function Not applicable 2 – Purchasing

Org. Unit Role Role of this organizational unit 1 – Organization

Business Partner Business Partner Key Automatically created when saving

the Purchasing Organization

Charges Profile Charges General Settings Profile ID Y_US1

Business System Group Business System Group BSG

BSG Org. Unit Org. Unit External ID 1710

6. On the Address tab, enter the values shown in the following table:

Field Value

Subtype <Main address>

Street/House 3475 Deer Creek Rd

City Palo Alto

Postal Code 94304

Country US

Region CA

7. Save your entries.

The purchasing organization is created.

3.1.3 Defining the Purchasing Group

Context

Create the purchasing group master data record for your organizational structure using the SAP Fiori
launchpad.

Transportation Management in SAP S/4HANA: Master Data Guide for Organizational

Structure
Procedures PUBLIC 7
Procedure

1. On SAP ECC Menu, choose the following:

Logistics Customer Service Service Processing Environment Organization Organizational Plan

Organization and Staffing Create (or enter the transaction code: PPOCE).
A popup window opens
2. On the popup window that appears, enter validity dates for the organization.

A new window opens, showing the Organization and Staffing Create screen.
3. On the Basic Data tab, enter the values shown in the following table:

Field Description Value

Organizational Unit Identifier PG_US_1710

Description General description Purchasing Group US 1710

4. On the Org. Data tab, choose the Create pushbutton and enter the values shown in the following table:

Field Description Value

Organization ID Identifier for the organizational unit PG_US_1710

Org. Unit Function Not applicable 2 – Purchasing

Org. Unit Role Role of this organizational unit 3 – Group

5. On the Address tab, enter the values shown in the following table:

Field Value

Subtype <Main address>

Street/House 3475 Deer Creek Rd

City Palo Alto

Postal Code 94304

Country US

Region CA

6. Save your entries.

The purchasing group is created.

Transportation Management in SAP S/4HANA: Master Data Guide for Organizational

Structure
8 PUBLIC Procedures
3.1.4 Defining the Planning and Execution Organization

Context

Create the planning and execution organization master data record for your organizational structure using the
SAP Fiori launchpad.

Procedure

1. On SAP ECC Menu, choose the following:

Logistics Customer Service Service Processing Environment Organization Organizational Plan

Organization and Staffing Create (or enter the transaction code: PPOCE).

A popup window opens

2. On the popup window that appears, enter validity dates for the organization.

A new window opens, showing the Organization and Staffing Create screen.
3. On the Basic Data tab, enter the values shown in the following table:

Field Description Value

Organizational Unit Identifier PE_US_1710

Description General description Planning and Execution Organization

US 1

4. On the Org. Data tab, choose the Create pushbutton and enter the values shown in the following table:

Field Description Value

Organization ID Identifier for the organizational unit PE_US_1710

Org. Unit Function Not applicable 13 – Planning and Execution

Org. Unit Role Role of this organizational unit 1 – Organization

5. On the Address tab, enter the values shown in the following table:

Field Value

Subtype <Main address>

Transportation Management in SAP S/4HANA: Master Data Guide for Organizational

Structure
Procedures PUBLIC 9
 Field Value

City Palo Alto

Country US

6. Save your entries.

The planning and execution organization is created.

3.1.5 Defining the Company Structure

Context

Define the company (organization) structure master data record for your organizational structure using the
SAP Fiori launchpad.

Procedure

1. On SAP ECC Menu, choose the following:

Logistics Customer Service Service Processing Environment Organization Organizational Plan

Organization and Staffing Create (or enter the transaction code: PPOME).

Organization and Staffing Change window opens.

2. Search for the company you previously created (CCP_US_171) and open it in edit mode.
3. Select Company CCP_US_171 and press Assign.
4. Select Is line supervisor of and assign Purchasing Organization PO_US_1710 and Planning and Execution
Organization PE_US_1710 that you previously created.

The assignment is made.

5. Select Purchasing Organization PO_US_1710 and press Assign.
6. Select Is line supervisor of and assign Purchasing Group PG_US_1710 that you previously created.

The assignment is made.

7. Save your entries.

The company structure is created.

Transportation Management in SAP S/4HANA: Master Data Guide for Organizational

Structure
10 PUBLIC Procedures
3.1.6 Assign Users to the Organizational Structure

Context

Assign users to the organizational structure using the SAP Fiori launchpad.

Procedure

1. On SAP ECC Menu, choose the following:

Logistics Customer Service Service Processing Environment Organization Organizational Plan

Organization and Staffing Create (or enter the transaction code: PPOME).
Organization and Staffing Change window opens.
2. Search for the company you previously created (CCP_US_171) and open it in edit mode.
3. Select Planning and Execution Organization US PE_US_1710 and press Create.
4. Select Position and enter the values shown in the following table:

Field Description Value

Position Identifier TransPlanner

Description General description Transportation Planner Palo Alto

5. Save your entries.

A new position is created.

6. Select the position you just created and press Assign.
7. Select User and enter a user name for the role SAP_BR_Transportation_Planner you just assigned.
8. Save your entries.

The user is assigned to the position.

9. Select the Purchasing Organization US 1710 ” PO_US_1710 and press Create.
10. Select Position and enter following data:

Field Description Value

Position Identifier FR_Purchaser

Description General description Freight Purchaser

11. Save your entries.

Transportation Management in SAP S/4HANA: Master Data Guide for Organizational

Structure
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12. Select the created Position and press Assign.
13. Select User and enter the user name which has the role SAP_BR_Transportation_Planner assigned.
14. Save your entries.

The user is assigned to the position.

Transportation Management in SAP S/4HANA: Master Data Guide for Organizational

Structure
12 PUBLIC Procedures
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Structure
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