TM in SAPS4HANA TestScript Combination Inbound and Outbound

Best Practices Guide | PUBLIC
SAP S/4HANA 1909

2020-10-02
Transportation Management in SAP S/4HANA:

Combination of Inbound and Outbound
Transportation (Advanced Transportation
© 2020 SAP SE or an SAP affiliate company. All rights reserved.
Management)
THE BEST RUN

Content
1 Purpose. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
2 Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
2.1 System Access. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
2.2 Roles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
2.3 Master Data, Organizational Data, and Other Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
2.4 Business Conditions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
2.5 Preliminary Steps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Set Initial Stock for Material. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Create Profile and Layout Sets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
3 Overview Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
4 Test Procedures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
4.1 Create Sales Order. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
4.2 Create Outbound Delivery. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
4.3 Create Purchase Order (with Confirmation Control Key for Inbound Delivery). . . . . . . . . . . . . . . . . . 18
4.4 Create Inbound Delivery. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
4.5 Create Stock Transport Order (Without MRP). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
4.6 Create Replenishment Delivery for Stock Transport Order. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23
4.7 Freight Planning and Carrier Selection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
4.8 Execute Picking. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
4.9 Execute Picking for Stock Transport Order. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
4.10 Print Loading Instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
4.11 Loading Freight. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39
4.12 Print Transportation Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
4.13 Post Goods Issue. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
4.14 Post Goods Issue for Stock Transport Order. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
4.15 Departure of Truck. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
4.16 Arrival at Customer or Plant 2 (Supplying Plant) / Departure at Vendor and in Plant 2 (Supplying
Plant). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
4.17 Confirm Quantities for Putaway. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
4.18 Post Goods Receipt for Inbound Delivery. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
4.19 Create Supplier Invoice with PO/GR Relation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
4.20 Check Status of Stock Transport. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
4.21 Arrival of Truck at Receiving Plant. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49
4.22 Post Goods Receipt for Stock Transport Order. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
4.23 Proof of Delivery (Optional). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Transportation Management in SAP S/4HANA: Combination of Inbound and Outbound

Transportation (Advanced Transportation Management)
2 PUBLIC Content
4.24 Create Customer Billing Document. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53
4.25 Charge Calculation / Freight Settlement. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
4.26 Invoice Verification. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
5 Appendix. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
5.1 Scheduling Job (Alternative). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Job Scheduling for Optimizer Run. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Content PUBLIC 3
1 Purpose
This business scenario is for shippers that is like to manage domestic inbound and outbound freight based on
automatic transportation planning with the optimizer. The capability is part of Integrated Transportation
Management.
The shipper is a manufacturer and distributes products through its network. The shipper has a logistics
organization that is responsible for the timely, cost effective, and efficient transportation of products between
● the shipper’s facilities and the end customer.

● the vendor and the own plants.
● two own plants (shipping plant and receiving plant) within the same company code.
The process starts with the creation of customer sales orders (scope item BD9), purchase orders (scope item
J45) and stock transport purchase orders (scope item Transportation Management in SAP S/4HANA: Stock
Transport Orders).
Afterwards, the outbound deliveries are created for the customer sales orders and stock transport orders and
the inbound deliveries for the purchase orders. During saving of the deliveries, freight units are automatically
generated. The system considers freight unit building rules to create for example freight units per order item,
splits deliveries based on quantity, or consolidates as much as possible.
Once the freight units are generated, the optimizer is used to perform an automatic transportation planning.
The optimizer run can be planned nightly to assign freight units to capacities in a cost-effective way while
adhering to constraints, or it can be triggered in the Transportation Cockpit.
Either way, the transportation cockpit is used to check the planning results and to perform the final planning.
Still unplanned freight units can be assigned to existing freight orders or new ones can be created.
Transportation execution is started when the material is available.
During transportation execution, the truck is loaded, transportation documents are printed, and the transport
is tracked.
After the transportation is executed, the expected freight costs are calculated. A freight settlement document
is created as the basis for the posting of accruals and the settlement with the carrier.
Once the carrier invoice is received, the invoice verification can be performed based on the expected freight
costs.
This document provides a detailed procedure for testing this scope item after solution activation (via BC sets),
reflecting the predefined scope of the solution. Each process step is covered in its own section, providing the
system interactions (test steps) in a table view. Customer project-specific steps must be added.

4 PUBLIC Purpose
2 Prerequisites
This section summarizes all prerequisites to conducting the test in terms of systems, users, master data,
organizational data, and other test data and business conditions.
2.1 System Access
The test should be conducted with the following system:
Details
System Accessible via SAP Fiori Launchpad. Your system adminis

trator provides you with the URL to access the various apps
assigned to your role.
2.2 Roles
Assign the following business roles to your individual test users.
 Note
The following roles are provided as example roles from SAP. You can use these as templates to create your
own roles.
Business Role ID as Deliv

Test User Business Role ered by SAP Scenario
SALES_REP Internal Sales Representative SAP_BR_INTER BD9

NAL_SALES_REP
PURCHASER Purchaser SAP_BR_PURCHASER J45
RSCV_SPEC Receiving Specialist SAP_BR_RECEIVING_SPE J45

CIALIST

Prerequisites PUBLIC 5
Business Role ID as Deliv
Test User Business Role ered by SAP Scenario
TRANS_PLANNR Transportation Planner SAP_BR_TRANSPORTA

TION_PLANNER
STLMT_CLERK Freight Settlement Clerk SAP_BR_FRGHT_SETTLE

MENT_CLERK
Accounts Payable Account SAP_BR_AP_ACCOUNTANT J45

ant
SHIP_SPEC Shipping Specialist SAP_BR_SHIPPING_SPE BD9

CIALIST
WRHS_CLERK Warehouse Clerk SAP_BR_WARE BD9, J45

HOUSE_CLERK
BILL_CLERK Billing Clerk SAP_BR_BILLING_CLERK BD9
For more information about business roles, refer to Assigning business roles to a user in the Administration
Guide for the Implementation of SAP S/4HANA.
2.3 Master Data, Organizational Data, and Other Data
The organizational data reflects the structure of your company. The master data represents materials,
customers, vendors and carriers as well as additional master data necessary to build the underlying
transportation network (like locations and transportation zones) for this scenario.
The organizational structure and master data of your company has been created in your system during the
implementation phase.
You can find general information on how to create master and organizational data objects in the following
Master Data Scripts (MDS):
MDS Description
TM_in_SAP_S4HANA_ MasterDataGuide_Customers Transportation Management in SAP S/4HANA: Master Data

Guide for Customers
TM_in_SAP_S4HANA_ MasterDataGuide_Vendors Transportation Management in SAP S/4HANA: Master Data

Guide for Vendors
TM_in_SAP_S4HANA_ MasterDataGuide_Carriers Transportation Management in SAP S/4HANA: Master Data

Guide for Carriers

6 PUBLIC Prerequisites
MDS Description
TM_in_SAP_S4HANA_ MasterDataGuide_Organizational Transportation Management in SAP S/4HANA: Master Data

Structure Guide for Organizational Structure
TM_in_SAP_S4HANA_ MasterDataGuide_Transportation Transportation Management in SAP S/4HANA: Master Data

Network_General Guide for Transportation Network – General

Network_Outbound Guide for Transportation Network – Outbound

Network_Inbound Guide Transportation Network – Inbound
TM_in_SAP_S4HANA_ MasterDataGuide_ChargeManage Transportation Management in SAP S/4HANA: Master Data

ment Guide for Charge Management
TM_in_SAP_S4HANA_MasterDataGuide_StockTransportOr Transportation Management in SAP S/4HANA: Configura-

ders_BasicScenario tion Guide for Stock Transport Orders (Basic Scenario)
TM_in_SAPS4HANA_MasterDataGuide_In-OutboundTran Transportation Management in SAP S/4HANA: Master Data

sport Guide for Combination of Inbound and Outbound Transpor
tation
Transportation Network:

Use the following master data described in the process steps of this document or create your own master data:
Master Data Object Value Description Comments
Company Code 1710 (Defined in Enterprise Company Code US (Palo The Company defined in Or
Structure) Alto) ganizational Management is
required for Transportation
CC_US_1710 (Defined in Or
Management. The Company
ganizational Mgmt.)
Code defined in the Enter
prise Structure is relevant for
the preceding processes and
assigned to the Company of
the Organizational Manage
ment.
Sales Organization / Distri 1710 / 10 / 00 Sales Organization 1710 (Palo This Sales Area is relevant for
bution Channel / Division Alto), Distribution Channel 10 the Sales Scenario BD9
(Direct Sales), Product Divi
sion 00
Purchasing Organization 1710 (Defined in Enterprise Purchasing Organization Relevant for Transportation
Structure) 1710 (Palo Alto) Management, Purchasing
Scenario J45 and Stock
PO_US_171 (1710 (Defined in
Transport Order
Organizational Mgmt.)
Purchasing Group 001 Purchasing Group 001 Relevant for Transportation

Management
PG_US_1710
Purchasing Group 002 Purchasing Group 002 Relevant for Purchasing Sce
nario J45
Planning and Execution Or PE_US_1710 Planning and Execution Or Relevant for Transportation
ganization ganization US 1 (Palo Alto) Management
Plant 1710 Plant 1710 (Palo Alto) Mainly relevant for Sales Sce
nario BD9 and Purchasing
Scenario J45
Plant 1720 Plant 1720 (Sacramento) Relevant for Stock Transport

Orders
Storage Location 171A Storage Location 171A of

plant 1710
Storage Location 172A Storage Location 172A of Relevant for Stock Transport
plant 1720 Orders
Shipping Point 1710 Shipping Point assigned to Mainly relevant for Sales Sce
Plant 1710 nario BD9

Shipping Point 1720 Shipping Point assigned to Relevant for Stock Transport
Plant 1720 Orders
Customer 17186001 -17186012 Domestic US TM Customer1 Relevant for Sales Scenario

-12 for Outbound Deliveries BD9
Internal Customer 17411710 – 17411720 Customer representing Plant Relevant for Stock Transport
1710 and 1720 (Basic Proc Orders
esses)
Vendor 17386005 Domestic US TM Supplier Relevant for Purchasing Sce

005 nario J45
Carrier 17386001 – 17386004 Domestic US TM Carrier1 – 4
Customer Locations 0017186001 -0017186012 Domestic US TM Customer1

– 12
Plant Locations 0017411710 and 0017411720 Location Plant 1710 and 1720
Vendor Locations 0017386005 Location Domestic US TM

Supplier 005
Shipping Point Location SP_1710 Shipping point 1710
Shipping Point Location SP_1720 Shipping point 1720 for deliv

ering plant of stock transport
Transportation Zone ZIP_ZONE_1 Santa Clara / Santa Cruz /

San Mateo
Transportation Zone ZIP_ZONE_2 San Francisco/Sacramento /

San Joaquin
Transportation Zone ZIP_ZONE_3 Los Angeles / San Diego
Transportation Zone ZIP_ZONE_4 Tarant
Transportation Lane SP_1710 to ZIP_ZONE1, Transportation Lane from

ZIP_ZONE2, ZIP_ZONE3, Shipping Point to Customer /
ZIP_ZONE_4 Vendor Zones
Intra-Zone Lanes ZIP_ZONE_1 – ZIP_ZONE_4 Intra-Zone Lanes for Cus

tomer Zones
Vehicle Resource LTL_US Truck Resource LTL-US To be used for Tour 1, Tour 2
and Tour 3
Vehicle Resource FTL_US Truck Resource FTL-US To be used for Tour 4 and
Tour 5

Material TG11 Trading Good for sales Relevant for the Sales Sce
nario BD9, no serial number,
no batch
Material TG12 Trading Goods for stock Relevant for the Stock Trans
movement port Scenario, no serial num
ber, no batch
Material TG0013 Trading Good 0013,PD,Regu Relevant for the Purchasing

lar Procurement Scenario J45
Organizational Structure for Transportation Management:
CDO:/content/authoring/ujw1597040896901.image

2.4 Business Conditions
List conditions in the correct sequence. Specify the related scope item. The information is required to create
the Test Cycle document which explains the dependencies between scope items and lists the requirements for
testing a scope item.
Scope Item ID Business Condition
J45_US – Procurement of Direct Materials To run this scenario, scope item J45_US needs to be config-
ured/activated.
BD9_US – Sell from Stock To run this scenario, scope item BD9_US needs to be config-
ured/activated. Additionally, following business conditions
from BD9_US needs to be met:
● BNZ – Create New Open MM Posting Period: Posting

Period must be up to date.
● Set Initial Stock for Material (described in Preliminary
Steps)
2.5 Preliminary Steps
2.5.1 Set Initial Stock for Material
Refer to chapter Set Initial Stock for Material in scope item BD9 - Sell From Stock.
2.5.2 Create Profile and Layout Sets
Procedure
Describe the detailed steps for this procedure.

Pass / Fail / Com
Test Step # Test Step Name Instruction Expected Result ment
1 Log On Log on to the SAP Fiori The SAP Fiori Launch

Launchpad as a Trans pad displays.
portation Planner.
2. Creation of Profile and Start the Transporta

Layout sets tion Cockpit and create
your own Profile and
Layout Sets as descri
bed in document
Transportation Man
agement in SAP S/
4HANA: Master Data
Guide for Combination
of Inbound and Out
bound Transportation.

3 Overview Table
This scope item consists of several process steps that are listed in the following table:
Process Step Business Role App/Transaction Expected Results
Create Sales Order Internal Sales Representative Create Sales Order Sales Order is created and
the Sales Order number is
displayed.
Create Outbound Delivery Shipping Specialist Create Outbound Deliveries Outbound Delivery is created
and the Delivery number is
displayed.
Furthermore the related

Freight Units are generated.
Create Purchase Order (with Purchaser Create Purchase Order Ad Purchase Order is created
Confirmation control Key for vanced and the Purchase Order
Inbound Delivery) number is displayed.
Create Inbound Delivery Receiving Specialist Open Inbound Deliveries for Inbound Delivery is created
Purchase Orders and the Delivery number is
displayed.

Freight Unit is generated.
Create Stock Transport Or Purchaser Create Purchase Order A Stock Transport Order is
der (without MRP) created.
Create Replenishment Deliv Shipping Specialist My Purchase Orders Due for Outbound Delivery is cre
ery for Stock Transport Order Delivery ated.

Freight Unit is generated.
Freight Planning and Carrier Transportation Planner Transportation Cockpit The Freight Units are plan
Selection ned. Freight Orders are cre
ated and assigned with carri
ers.
Execute Picking Shipping Specialist My Outbound Delivery Moni The delivery is picked.
tor
Execute Picking for Stock Shipping Specialist Change Outbound Delivery The delivery is picked.
Transport Order

Overview Table PUBLIC 13
Print Loading Instructions Transportation Planner Edit Freight Order Loading instructions are
printed.
Loading Freight Transportation Planner Edit Freight Order The freight is loaded.
Print Transportation Docu Transportation Planner Edit Freight Order Transportation documents
ments are printed.
Post Goods Issue Shipping Specialist My Outbound Delivery Moni Goods issue is posted.
tor
Post Goods Issue for Stock Shipping Specialist Change Outbound Delivery Goods Issue is posted
Transport Order
Departure of Truck Transportation Planner Edit Freight Order Truck has departed.
Arrival at Customer or plant Transportation Planner Edit Freight Order Truck has arrived at cus
tomer or own plant.
Depature at Vendor and Plant
Confirm Quantities for Put Receiving Specialist Inbound Deliveries for Put Quantities are confirmed for
away away putaway.
Post Goods Receipt for In Receiving Specialist Inbound Deliveries for Goods Goods Receipt is posted.
bound Delivery Receipt
Create Supplier Invoice with Accounts Payable Account Create Supplier Invoice Supplier Invoice is posted.
PO/GR relation ant
Check Status of Stock Trans Warehouse Clerk Stock Single material Status for Stock Transport is
port (MB5T) checked.
Arrival of Truck at Receiving Transportation Planner Edit Freight Order Truck has arrived at receiving
Plant plant.
Post Goods Receipt for Stock Warehouse Clerk Post Goods Receipt for Stock Goods Receipt is posted.
Transport Order Transport Order
Proof of Delivery (Optional) Shipping Specialist POD – Change Outbound De The Outbound Delivery docu
livery ment is saved with confirma-
tion for actually delivered
quantities.
Create Customer Billing Billing Clerk Create Billing Documents Customer Invoice is created.
Document
Charge Calculation/Freight Transportation Planner Edit Freight Order Charge calculation is per
Settlement formed in the freight order
and the Freight Settlement is
created and posted.

14 PUBLIC Overview Table
Invoice Verification Freight Settlement Clerk Invoice Verification (MIRO) MM service invoice created
are received from the Carrier.
Accounts are posted.

Overview Table PUBLIC 15
4 Test Procedures
This section describes test procedures for each process step that belongs to this scope item.
4.1 Create Sales Order
Test Case ID <X.XX> Tester Name Testing Date Enter a date
Business Role(s)
Responsibility <State Service Provider, Customer, or Joint Service Provider Duration <Enter a dura
and Customer> tion,for example,
60 minutes>
Customer project: Fill in the project-specific parts (highlighted).
Procedure
In this process step, the Internal Sales Representative creates sales orders.
Refer to the Create Sales Order process step in scope item BD9 – Sell From Stock.
 Caution
Create sales orders by using the following business partners, materials, and quantities instead of the ones
mentioned in the BD9 scenario. Please verify weight and volume for the used material:
Material Gross Weight Net Weight Volume
TG11 18 KG 16,2 KG 0,18 M3
Sold-to Party/Ship-to
Party Req. Delivery Date Material Quantity Sales Order No.
17186001 Today + 5 days TG11 99 PC
17186002 Today + 5 days TG11 22 PC

16 PUBLIC Test Procedures
Sold-to Party/Ship-to
Party Req. Delivery Date Material Quantity Sales Order No.
17186003 Today + 5 days TG11 27 PC
17186004 Today + 5 days TG11 122 PC
17186005 Today + 5 days TG11 105 PC
17186006 Today + 5 days TG11 144 PC
17186007 Today + 5 days TG11 138 PC
17186008 Today + 5 days TG11 122 PC
17186009 Today + 5 days TG11 83 PC
17186010 Today + 5 days TG11 222 PC
17186011 Today + 5 days TG11 138 PC
17186012 Today + 5 days TG11 111 PC
4.2 Create Outbound Delivery
Business Role(s)
60 minutes>
Procedure
In this process step, the Shipping Specialist creates outbound deliveries for the sales orders created in the
previous step Create Sales Order .
Refer to process step Create Delivery in scope item BD9 – Sell From Stock.

Test Procedures PUBLIC 17
 Note
Create the deliveries by using the following data:
● Shipping Point: 1710

● Selection Date: Req. Deliv. Date of the Sales Order (today plus 5 days)
● Order: Sales Orders created in step Create Sales Order
Write down the delivery numbers:
Ship-to Party Delivery No.
17186001
17186002
17186003
17186004
17186005
17186006
17186007
17186008
17186009
17186010
17186011
17186012
4.3 Create Purchase Order (with Confirmation Control Key

for Inbound Delivery)
Business Role(s)
60 minutes>

Procedure
In this process step, the purchaser creates a purchase order.
Refer to process step Creating Purchase Order (with Confirmation control KTGey for Inbound Delivery) in scope
item J45 – Procurement of Direct Materials.
 Caution
Create purchase orders for the following vendors:
Vendor Material Quantity Del. Date Net Price
17386005 TG0013 900 PC Today + 5 days 20 USD
Please verify weight and volume for used material:
TG0013 5 KG 4,5 KG 20 CD3
Write down the purchase order number:
Purchase Order Number
4.4 Create Inbound Delivery
Business Role(s)
60 minutes>

Procedure
In this process step, the Receiving Specialist creates an inbound delivery for the purchase order created in the
previous step.
Refer to process step Create Inbound Delivery in scope item J45 – Procurement of Direct Materials.
Inbound Delivery No.
Note down the inbound delivery / STO number.
4.5 Create Stock Transport Order (Without MRP)
Business Role(s)
60 minutes>
Procedure
 Caution
Please verify the weight and volume for the used material:
TG12 10 KG 9 KG 1 M3
In this process step, the Purchaser creates a stock transport order.

Pass / Fail / Com
1 Log onto SAP Fiori Log on to the SAP Fiori The Fiori Launch Pad is
Launchpad Launchpad as a Pur displayed.
chaser.
2 Open Create Purchase Open Create Purchase The Create Purchase

Order Order Advanced. Order screen displays.
3 Enter Purchase Order Enter the following

Document Type data:
Order Type: UD
(StockTranspOrd
erDel)
Then choose Enter.

Pass / Fail / Com
4 Enter Purchase Order Enter the following All data are entered,
data data: the item detail screen
displays.
Supplying Plant: 1720
In the Org. Data tab:
Purchasing Org.: 1710
Purchasing Group: 002
Company Code: 1710
In the area of Item

Overview:
Material: TG12
Quantity: 20 pc
Delivery Date: any

date in the
future
Plant: 1710
Storage Location:
171A
Then choose Enter.
Currently the system

triggers an availability
check. Based on the
results of the check, if
the requested availa
bility cannot be fulfil-
led, the Confirmation
Proposal screen shows
up. You need to make a
decision based on the
result of the checks.
5 Save Purchase Order Choose Save. When A new Purchase order

the purchase order is created. The Pur
number is displayed, chase Order Number is
write it down for fur displayed.
ther use.
Write down the Stock
Transport Order num
ber for further usage.

STO Number
Write down the STO number: ________
4.6 Create Replenishment Delivery for Stock Transport

Order
Business Role(s)
60 minutes>
Procedure
In this process step, the Shipping Specialist creates a replenishment delivery for the stock transport order
created in the previous step.
Pass / Fail / Com

1. Log onto SAP Fiori Log on to the SAP Fiori The Fiori Launchpad
Launchpad Launchpad as a Ship displays.
ping Specialist.
2. Access the App Open My Purchase The Goods Movement

Orders Due for screen displays.
Delivery.

Pass / Fail / Com
3. Enter data for PO dis Choose the Purchase The Activities Due for
play Orders tab and make Shipping Purchase
the following entries: Orders, Fast Display
screen appears. PO
Shipping Point: 1720
due to delivery is listed
Delivery creation dates out.
(From): deliver
y creation From
date Delete the
default date
Delivery creation dates

(To delivery
creation To
date Delete the
default date
Calc Rule:
calculation
rule
Choose Execute.
Purchasing Document:
Choose a stock trans
port order that was
created in step Create
Stock Transport Order.
4. Create delivery Select the stock trans The Activities Due for
port orders from the Shipping Purchase
list. Choose Orders, Fast Display
Background to create screen appears.
the delivery in the
background.
5. Check delivery number Choose More A delivery is created.
Show/Hide Delivery
and note down the de
livery number shown in
the SD Doc. field.
With the creation of the delivery, freight unit(s) are created automatically. You may check the freight unit(s) by
navigating to theStatus Tab in the delivery document. Open Document Flow to review the freight unit(s).

 Caution
With the creation of the first delivery for the stock transport order, the system creates a one-time location.
For this newly created location, geocoordinates need to be maintained manually. For details, follow the
steps in Transportation Management in the SAP S/4HANA: Master Data Guide for Stock Transport Orders
(Basic Scenario).
Replenishment Delivery No.
4.7 Freight Planning and Carrier Selection
Business Role(s)
60 minutes>
Procedure
In this process step, the Transportation Planner plans the freight units for West US. The planner starts to plan
the demands manually on the map, but at the end of the planning he sees that the results are not very optimal
and cost-saving as the trucks are not fully loaded. He deletes his planning session and runs the optimizer
engine. He uses the optimizer to create the tours (Freight Orders) for the inbound and outbound deliveries
created in previous steps. The result look better and trucks are utilized well. The aim of this scenario is to test
the manual planning on the map, test the undo button and to use optimized planning.

The optimizer run creates the following tours:
Quan Total Total Dura Dis Freight

Loca tity in Volume Weight Volume Weight tion in tance in Order
tion Event City Material PC in m³ in kg in m³ in kg h/min km No.
Tour 1 FTL Lo 84.60 8.460 3:05 171,13

cal Dis
tribution
Tour
South,
Carrier
173860
01
Plant Load Palo TG11 470 84,60 8.460 84,60 8.460 0:45 41,74
1710 Out Alto
bound
Deliver
ies for
con
signee’s
1718600
6,
1718600
4,
1718600
1, and
1718600
5
1718600 Unload Pesca TG11 144 25,92 2.592 58,68 5.868 0:45 41,76
6 Out dero
bound
Delivery
1718600 Unload Santa TG11 122 21,96 2.196 36,72 3.672 1:00 55,40
4 Out Cruz
bound
Delivery
1718600 Unload Gilroy TG11 99 17,82 1.782 18,90 1.890 0:35 31,23
1 Out
bound
Delivery
1718600 Unload Hollistor TG11 105 18,90 1.890 0 0

5 Out
bound
Delivery

Tour 2 FTL Lo 66.80 10.674 8:32 472.62

cal Dis
tribution
Tour
North,
Carrier
173860
02
1710 Out Alto
bound
Deliver
ies for
con
signee’s
1718600
9,
1718600
8,
1718600
7
1718600 Unload Stock TG11 83 14,94 1.494 46,80 4.680 1:39 91.18
9 Out ton
bound
Delivery
Plant Load Sacra TG12 20 20.00 2.000 66.80 6.680 0:09 8,87
1720 Replen mento
ishment
Delivery
f. Plant
1710
1718600 Unload Sacra TG11 122 21,96 2.196 44,84 4.484 2:56 161,79
8 Out mento
bound
Delivery
1718600 Unload San TG11 138 24,84 2.484 20,00 2.000 0:11 10.48
7 Out Fran
bound cisco
Delivery

173860 Load In San TG0013 900 18.00 4.500 38,00 6.500 1:13 67,56
05 bound Fran
Delivery cisco
f. plant
1710
Plant Unload Palo TG12 20 20.00 2.000 18.00 4.500 0 0

1710 Replen Alto
ishment
Delivery
f. Plant
1720
Plant Unload Palo TG0013 900 18.00 4.500 0 0 Same Same

1710 Inbound Alto loc. loc.
Delivery
f. vendor
173860
05
Tour 3 FTL 84.78 8.478 16:19 899,63
Long
Haul
Trans
port,
Carrier
173860
03
1710 Out Alto
bound
Deliver
ies for
con
signee’s
1718601
0,
1718601
1, and
1718601
2

1718601 Unload Los An TG11 222 39,96 3.996 44,82 4.482 0:38 35,28
0 Out geles
bound
Delivery
1718601 Unload Long TG11 138 24,84 2.484 19,98 1.998 3:51 212,61
1 Out Beach
bound
Delivery
1718601 Unload San TG11 111 19,98 1.998 0 0

2 Out Diego
bound
Delivery
Tour 4 LTL 4 400 55:07 3.031,73

Ship
ment 1,
Carrier
173860
04
Plant Load Palo TG11 22 3.96 396 3,96 396 55:07 3.031,73
Out
1710 Alto
bound
Delivery
for con
signee
1718600
2
1718600 Unload Arling TG11 22 3.96 396 0 0

2 Out ton
bound
Delivery
Tour 5 LTL 4.86 486 54:40 3.007

Ship
ment 2,
Carrier
173860
04

Plant Load Palo TG11 27 4,86 486 4,86 486 54:40 3.007
Out
1710 Alto
bound
Delivery
for con
signee
1718600
3
1718600 Unload Fort TG11 27 4,86 486 0 0

3 Out Worth
bound
Delivery
Pass / Fail / Com


portation Planner.
2 Access App In Section Planning,

open the
Transportation Cockpit
tile.
3 Show unplanned re Select Profile and The number of unplan

quirements Layout Set ned requirements is re
US_OPT_02 and freshed.
choose Refresh
Unplanned
Requirements.
4 Start Transportation Choose Continue. The Transportation

Cockpit Cockpit starts with the
predefined selection of
freight units and vehi
cles. Freight units due
for delivery in 5 days
get listed.
5 Sort Freight Units Select column Loading FUs are sorted.

Location and sort the
freigh units in ascend
ing order.

Pass / Fail / Com
6 Show all FUs on the Select all freight units All FUs are shown on
map and make the following the map.
drop-down choices:
Update Map Add
Selected Entries
7 Hide Planned FUs on 1. In the map, Planned FUs will not be

the map choose Show shown on the map
Display Profile.
2. For Freight Unit Unplanned demands
Stages (Planned), are shown as location
deselect the bubbles without links
checkbox in col on the map.
umn Show.
3. For Freight Unit
Stages
(Unplanned), de
select the check
box in column
Link.
 Note
Add the col
umn Link to
your table lay
out by choos
ing
Personalize
on the very
top right of
your screen.
Select the en
try Link and
choose OK.
4. Choose OK .
8 Start Manual Planning Select all Freight Units Freight units are plan
and one resource and ned, one freight order
choose Assign is created, and the ve
Selected Items. hicle is overloaded.
Check the planned Maximize the map to

freight units on the full screen mode, if
map. needed.

Pass / Fail / Com
9 Undo your planning Choose Undo to un All freight units are un
plan the freight units, planned and the freight
because the planning order is cancelled.
result is not sufficient
(truck overloaded).
Another planning
method is used in the
following steps.
10 Manual Planning on 1. On the map, 2 freight units are se

the map choose lected. The Aggregated
Selection Mode Info screen on the map
Lasso . shows updated data.
2. Select freight
units with the fol
lowing locations
near Sacramento:
● Unloading Loca
tion
0017186008
● Unloading Loca
tion SP_1720
11 Manual Planning 1. Deselect all FUs in The freight order is

the FU List. created and is shown
2. Select the truck on the map as line be
FTL_US_OPT1.
tween source and des
3. Choose Assign
tination location.
Selected Items.
12 Manual Planning on On the map, select a The freight order is up

the map freight unit near Stock dated. A new stage ap
ton with location pears and is visible on
0017186009 and the map.
drag and drop it onto
the line between
SP_1710 and
SP_1720.

Pass / Fail / Com
13 Manual Planning on Choose Selection FUs are selected and it

the map is visible on the map
Mode Lasso and
select the 4 Freight
Units near San Jose
with locations
0017186006,
0017186004,
0017186001,
0017186005.
14 Manual Planning on Select resource A new freight order is

the map FTL_US_OPT1 and created according to
choose Assign the selection. The
Selected Items. route is visible on the
map.
15 Manual Planning on Select 2 freight units FO without resource is

the map near San Francisco created and is shown
with locations on the map
0017386005 and
0017186007 and
press Create Capacity
Document
16 Manual Planning In the Trucks list, select The freight order is up
resource dated and the resource
FTL_US_OPT1 and is added.
drag and drop it on the
new freight order (in
Road Freight Orders
List).
17 Manual Planning on Choose Selection FUs are selected and

the map colored grey on the
Mode Lasso and
map.
select 2 freight units
near Los Angeles with
locations
0017186010,
0017186011 and the
one near San Diego
with loca
tion0017186012.

Pass / Fail / Com
18 Manual Planning Select resource A new freight order is

FTL_US_OPT1 and created and shown on
choose Assign the map.
Selected Items.
19 Manual Planning on On the map, select the Two freight orders

the map remaining unplanned without resource as
FUs 0017186002 signment are created.
and 0017186003 They are shown on the
and choose Create map.
Multiple Road Freight
Orders.
20 Manual Planning 1. In the Road Freight The freight orders are

Orders list, select updated and the truck
the newly created
is assigned to both.
freigth orders.
2. Go to the Trucks
list and select re
source
LTL_US_OPT1.
3. Choose Assign
Selected Items .
21 Finalize Manual Plan Check your manual Manual planning is fi-

ning planning results. nalized.
22 Reset Planning Status Choose Refresh. All freight orders are

deleted. Freight units
On the pop-up screen
changed their status to
choose OK.
unplanned.
23 Start Optimizer Plan Select Optimizer Five freight orders are

ning created. All freight
Planning All .
units are planned
24 Check Freight Orders 1. Open the Road

Freight Order
Hierarchy tab and
check all stages of
created freight or
ders.
2. Display the freight
orders on the map
as described be
fore.
25 Save Optimizer Run Choose Save. All freight orders are

planned and saved.

Pass / Fail / Com
26 Carrier Selection 1. Choose all freight Respective carriers

orders created in have been assigned to
tab Road Freight
the freight orders.
Orders.
2. Choose Carrier
Selection
Automatic .
3. Choose Save.
 Note
To be able to
do carrier se
lection with
charge calcu
lation, please
ensure that
the Purchas
ing Organiza
tion in Freight
Order is filled
with
PO_US_171
0.
27 Verify Carrier Ranking Select the freight or

ders one by one and
navigate to the Carrier
Ranking tab (at the
bottom right corner) to
check the selected car
rier and the calculated
freight costs.
4.8 Execute Picking
Business Role(s)

60 minutes>
Procedure
In this process step, the Shipping Specialist in the first plant picks the goods for the outbound deliveries and
moves them to the staging area. Refer to process step Execute Picking in scope item BD9 - Sell From Stock.
4.9 Execute Picking for Stock Transport Order
Business Role(s)
60 minutes>
Procedure
In this process step, the Shipping Specialist in the second plant (supplying plant) picks the goods for the
replenishment deliveries and moves them to the staging area.
Pass / Fail / Com


Launchpad as a Ship pad displays.
ping Specialist.
2 Access App Open Change The Change Outbound

Outbound Delivery. Delivery screen dis
plays.

Pass / Fail / Com
3 Enter delivery number Enter the delivery

document number
created in the previous
step and choose
Continue.
4 Enter picking data Navigate to the Picking

tab, and enter the
Picked Qty :
complete
quantity of the
delivery .
5 Save Document Choose Save.
4.10 Print Loading Instructions
Business Role(s)
60 minutes>
Procedure
Pass / Fail / Com


portation Planner.

Pass / Fail / Com
2 Access App In the Order The Freight Orders-

Management section, Worklist opens.
select Freight Orders
Worklist.
3 Select query Road

Freight Orders –
loading unplanned.
4 Open the Freight Order The Edit Freight Order

by choosing document screen opens.
link.
5 Navigate to the
Subcontracting tab.
6 Enter the Partner refer

ence number per
freight order (for ex
ample 471108153).
7 Navigate to the Notes

tab.
8 1. Choose Insert to
create a new line
item in the table.
2. Select Text Type
Special
Instructions
and enter the fol
lowing texts in
field Content:
○ Multiple
Stop load
○ Fragile
cargo.
Please
handle
with care
9 Choose Execution
Status Set to Ready

for Transportation
Execution .

Pass / Fail / Com
11 Navigate to the Output

Management tab.
12 1. Select Shipping
Manifest (Pre-
Manifest).
2. Select Document
Preview to preview
and print the Bill
of Lading docu
ment.
13 Choose Load Plan
Status (Stop) Set

Load Plan to
Planned .
14 Choose Load Plan
Status (Stop) Set

Load Plan to
Finalized .
4.11 Loading Freight
Business Role(s)
60 minutes>

Procedure
After the truck is loaded and the loading report is received from the warehouse staff, the respective status is
set in the freight order.
Pass / Fail / Com


portation Planner.

Worklist.
3 Select query Road

Freight Orders –
loading planned, not
loaded.

link.
5 Choose Execution
Status Set to
Loaded .
6 Save Document Choose Save. The freight has been

loaded.
4.12 Print Transportation Documents
Business Role(s)
60 minutes>

Procedure
Pass / Fail / Com


portation Planner.

Worklist.
3 Select query Road

Freight Orders –
loaded.

link.
5 Navigate to the
Notestab.
6 1. Choose Insert to
create a new line
item.
2. Select the Text
Type
Additional
Shipper
Information
and enter
Topmost
floor loaded
loose.
8 Navigate to the Output

Management tab.

Pass / Fail / Com
9 1. Select Bill of
Lading VICS US.
2. Select Document
Preview to preview
and print the Bill
of Lading.
3. Select Shipping
Manifest.
4. Select Document
Preview to preview
and print the
Shipping Mani
fest.
4.13 Post Goods Issue
Business Role(s)
60 minutes>
Procedure
In this process step, the goods issue is posted for the outbound deliveries. Refer to process step Post Goods
Issue in scope item BD9 - Sell From Stock.

4.14 Post Goods Issue for Stock Transport Order
Business Role(s)
60 minutes>
Procedure
In this process step the goods issue is posted for the replenishment deliveries.
Pass / Fail / Com


Launchpad as a Ship pad displays.
ping Specialist.
2 Access App Open Change The Change Outbound

Outbound Delivery. Delivery screen dis
plays.
3 Enter delivery number Enter the delivery

document number
created in the previous
step and choose
Continue.
4 Post Goods Issue Mark the item line for You can see the goods
the material to post movement information
and choose Post in the document flow.
Goods Issue.

4.15 Departure of Truck
Business Role(s)
60 minutes>
Procedure
Test Step Pass / Fail / Com

# Test Step Name Instruction Expected Result ment
1 Log On Log on to the SAP Fiori The SAP Fiori Launchpad

Launchpad as a Transporta displays.
tion Planner.
2 Access App In the Order Management The Freight Orders- Worklist

section, select Freight opens.
Orders Worklist.
3 Select query Road Freight

Orders – truck departure
4 Open the Freight Order by The Edit Freight Order

choosing document link. screen opens.
5 Choose Execution Status The Logistical Execution

Status changes to Departed
Set to Departed .
at current location.
6 Save Document Choose Save. The truck has departed.

4.16 Arrival at Customer or Plant 2 (Supplying Plant) /
Departure at Vendor and in Plant 2 (Supplying Plant)
Business Role(s)
60 minutes>
Procedure
Pass / Fail / Com


portation Planner.
2 Access App In the Order Freight Orders-

Worklist.
3 Select the query Road

Freight Orders – truck
arrival.

link.
5 Choose Execution The Logistical

Execution Status
Status Set to
changes to Arrived at
Arrived . next location.
6 Choose Execution
Status Set to
Unloaded .

Pass / Fail / Com
7 Choose Execution The Logistical

Execution Status
Status Set to
changes to Departed at
Departed . current location.
8 Repeat step 5 to until Logistical Execution

the last destination lo Status changes to
cation is arrived. Arrived at next location
9 Press Execution Status Logistical Execution

-> Set to Unloaded. Status changes to
Unloaded at last
destination location.
Event Unloading End

created (to be found in
tab Execution).
10 Navigate to tab
Execution.
11 1. Choose Insert Logistical Execution

Event. Status changes to
2. Select Event Last Departed at receiving
Departure. plant.
3. For Location enter
Load Plan Status
last (Stop) Not Planned at
destination last destination
location. location changes to
4. Choose Report Unload Plan Status
Event. (Stop) Not Planned at
last destination
location.
The Execution Status

changes to Executed.

4.17 Confirm Quantities for Putaway
Business Role(s)
60 minutes>
In this process step, the receiving spcialist confirms the quantiy for the putaway.
Refer to process step Procurement of Stock Material with Inbound Delivery under the Confirm Quantities for
Putaway in scope item J45 - Procurement of Direct Materials.
4.18 Post Goods Receipt for Inbound Delivery
Business Role(s)
60 minutes>
Procedure
In this process step the Receiving Specialist posts the Goods Receipt for the Inbound Delivery.
Refer to process step Procurement of Stock Material with Inbound Delivery under the Option A: Post Goods
Receipt for Inbound Delivery in scope item J45 - Procurement of Direct Materials.

4.19 Create Supplier Invoice with PO/GR Relation
Business Role(s)
60 minutes>
Procedure
In this process step, the Receiving Specialist posts the Goods Receipt for the Inbound Delivery.
Refer to process step Procurement of Stock Material with Inbound Delivery under the Option A: Post Goods
Receipt for Inbound Delivery in scope item J45 - Procurement of Direct Materials.
In this process step, the Accounts Payable Accountant – Procurement creates the supplier invoice with PO/GR
relation. There are two options to create the supplier invoice:
● Option A: Create Supplier Invoice with PO/GR relation. Refer to process step: Supplier Invoice Processing
under the Option A: Create Supplier Invoice with PO/GR Relation in scope item J45 - Procurement of Direct
Materials.
● Option B: Create Supplier Invoice with PO/GR relation (with Invoice Reduction) Please refer to process
step: Supplier Invoice Processing under the Option B: Create Supplier Invoice with PO/GR relation (with
Invoice Reduction) in scope item J45 - Procurement of Direct Materials.
4.20 Check Status of Stock Transport
Business Role(s)
60 minutes>

Procedure
Pass / Fail / Com

1 Log on Log onto the SAP Fiori The SAP Fiori Launch
Launchpad as a Ware pad displays.
house Clerk.
2 Access the App Open Stock Single The Stock – Single

Material. Material screen dis
plays.
3 Enter Transfer Order Enter material TG12 You receive an over

data and choose Enter. view of the material.
This concerns all ma
terial that has left the
supplying plant and
has not yet reached
the receiving plant.
4.21 Arrival of Truck at Receiving Plant
Business Role(s)
60 minutes>
Procedure
Pass / Fail / Com

1 Log On Log on to the SAP Fiori 1. The SAP Fiori

Launchpad as a Trans Launchpad dis
portation Planner. plays.

Pass / Fail / Com
2 Access App In the Order Freight Orders-

Worklist.
3 Open POWL Query Select query Road

Freight Orders – truck
arrival.
4 Select Freight Order Open Freight Order by Edit Freight Order

pressing the document Screen opens.
link.
5 Set Execution Status Press Execution Status Logistical Execution

-> Set to Arrived . Status changes to
Arrived at receiving
location.
Event Arrival at
Destination created (to
be found in tab
Execution)
6 Save Document Press Save. Truck has arrived at re 6

ceiving plant.
7 Set Execution Status Press Execution Status Logistical Execution

-> Set to Unloaded. Status changes to
Unloaded at receiving
plant
Event Unloading End

created (to be found in
tab Execution)
8 Navigate to Execution Navigate to tab

Screen Execution.

Pass / Fail / Com
9 Create New Event. 1. Choose Insert Logistical Execution

Event. Status changes to
2. Select Event Last Departed at receiving
Departure. plant.
3. For Location enter
Load Plan Status
Location of (Stop) Not Planned at
Plant 1720. receiving plant location
4. Choose Report changes to Unload Plan
Event. Status (Stop) Not
Planned at receiving.
Execution Status
changes to Executed.
10 Save Freight Order Press Save.
4.22 Post Goods Receipt for Stock Transport Order
Business Role(s)
60 minutes>
Procedure
Pass / Fail / Com

1 Log on Log onto the SAP Fiori The Fiori launchpad

launchpad as a Ware displays.
house Clerk role.

Pass / Fail / Com
2 Open Post Goods Re Open Post Goods The Post Goods
ceipt for Purchase Or Receipt for Purchase Receipt for Purchase
der Order. Order screen displays.
3 Search for Purchase Open Purchase Order A list of Purchase Or

Order Search. ders displays.
4 Select the Stock Trans Select your purchase The system displays
port Order order. the data for the goods
receipt on the Goods
Receipt screen.
5 Enter Delivery Note Make the following en

tries:
Delivery Note: xxx
Printing (Controls
output management
after posting):
Individual slip
Choose Enter.
6 Select Item and Post Select the items for The Post button is acti
Goods Receipt which a goods receipt vated.
is to be posted.
The system displays
Choose Post. the message
Material
document xxx
posted.
4.23 Proof of Delivery (Optional)
Business Role(s)
60 minutes>

Procedure
Refer to process step Proof of Delivery in scope item BD9 - Sell From Stock.
4.24 Create Customer Billing Document
Business Role(s)
60 minutes>
Procedure
Refer to process step Create Billing Document in scope item BD9 - Sell From Stock.
4.25 Charge Calculation / Freight Settlement
Business Role(s)
60 minutes>

Procedure
Pass / Fail / Com


Launchpad as a Freight pad displays.
Settlement Clerk.
2 Access App In the Freight Freight Orders for

Settlement Section, se Settlement opens.
lect Freight Orders for
Settlement.
3 Select Freight Order 1. Select the freight Edit Freight Order

order. screen opens.
2. Choose Edit.
4 Calculate Charges Select Charges/
Settlement Calculate
Charges . (This is
only necessary, if
charges have not al
ready been calculated
in the section 4.7
Freight Planning and
Carrier Selection, Car
rier Selection).
 Note
To be able to cal
culate charges,
first check
whether the Pur
chasing Organiza
tion is filled with
PO_US_1710.
5 Navigate to Charges Go to the Charges tab. Charges should be cal

Screen culated for the freight
order
Charge Calc. Status:

Calculated
6 Save Document Choose Save. The freight order is

saved.

Pass / Fail / Com
7 Create Freight Settle Choose Charges/ The Freight Settlement

ment Document Document screen
Settlement Create
opens.
Freight Settlement
Document .
8 Save Document Verify the Freight Set The freight settlement

tlement document and document is created.
choose Save ALL.
The following statuses
should be set in the
Status tab of the
freight order:
Invoicing Status:
Completely Invoiced.
The following statuses

should be set in the
Freight Settlement
Document (FSD):
Life cycle status: Ready

for Accruals
Consistency status:
Consistent
Confirmation status:
Not Posted
The cost distribution

should have been trig
gered when the save
action is performed on
the freight settlement
document.
Check the distribution

of charges in cost dis
tribution tab of freight
settlement document.

Pass / Fail / Com
9 Post Freight Settle 1. Check that the As long as the subse

ment Document line item with the quent documents are
Freight Settle not posted, you can
ment Document is see the following sta
selected in Settle tuses:
ment Documents
Life cycle status:
table.
Posting Started
2. Choose Post.
3. You can check the Consistency status:
details of created Consistent
documents (Pur Confirmation status:
chase Order, Serv First Not Confirmed
ice Entry Sheet) and then SES Posting
by navigating to Started
the Document
The purchase order
Flow tab and
and SES are created
opening the men automatically. The fol
tioned docu lowing statuses are set
ments. in Status tab of the
Freight Order:
Life cycle status of

FSD: Accruals Posted
Consistency status:
Consistent
Confirmation status:
Confirmed
10 Access App In the SAP Fiori The Overview Freight

Launchpad, select Cost Distribution
Display Cost opens.
Distribution
Documents -
11 Execute Freight Settle Enter the freight settle The payment docu
ment Document ment document num ment number is dis
ber and choose played on the result
Execute. screen.

Pass / Fail / Com
12 Display Freight Cost Al ● Select the line The gross invoice
location and related item to open the amount of line items
Documents freight cost alloca should be same as dis
tion document. tribution amount in
● For freight cost al distribution tab of FSD.
location docu
ment, check the
invoice item on
the Basic Data tab
.
● Select items and
choose More
Goto Item
Details .
● Go to the Basic
Data B tab and
check reference
documents (for
example, the pur
chase order, in
bound delivery,
freight order,
freight settlement
document and
purchasing docu
ment/contract for
freight).
4.26 Invoice Verification
Business Role(s)
60 minutes>

Procedure
Pass / Fail / Com


Launchpad as a Freight pad displays.
Settlement Clerk.
2 Access App Select Create Supplier MIRO opens.

Invoice Advanced.
3 Enter Details for In Enter Company Code

voice Creation 1710 and choose
Continue.
4 Enter Details for In For the

voice Creation Transactionfield, select
value Invoice.

Pass / Fail / Com
5 Enter Details for In On the Basic Data tab

voice Creation make the following en
tries:
● Invoice Date:
todays date
● Reference:
Invoice
Number of
the carrier
(e.g. 47110815)
● Posting
Date:todays
date
● Amount :
Gross Amount
according to
the carrier
invoice (Total
Amount in
Document
Currency in
Freight Settle
ment Document +
Tax (if setup to
calculate any))
● Currency: USD
● Calculate Tax:
Select.

Pass / Fail / Com
6 For single document 1. Navigate to TM Check calculated Tax

REF tab Amount
2. Select any entry
from the drop
down (e.g.
Freight
Order) and enter
the no of the se
lected object (e.g.
Freight
Order
Number) in the
input field.
3. Select Layout
Land Freight.
4. Press Enter.
7 Select Invoice Items Select the Invoice You should see mate
Items you want to cre rial items and delivery
ate invoice for. costs items, which re
fer to the entered
freight order docu
ment.
8 Check the Invoice Check the Amount, the The Amount, the
Items data Quantity, and the Tax Quantity, and the Tax
Code. Code are consistent.
9 For multiple selections Navigate to the TM Selection of multiple

(optional step) REF tab and select any documents at once is
entry from the drop possible.
down list. Choose More
Allocation Criteria next
to the input field and
enter additional ob
jects (like Freight
Order Numbers).

Pass / Fail / Com
10 Simulate Supplier In 1. Choose Simulate.

voice and Check Mes 2. Check the data in
sages the dialog box
Simulate
Document (for ex
ample G/L Ac
counts, Cost Cen
ter).
3. Choose Back.
11 Check Details Check the value in field The balance is the dif
Balance. ference between the
Total Amount in
Document Currency in
Freight Settlement
Document + Tax (if
setup to calculate any)
and the gross amount
you entered in step 5.
The balance value

should be 0 or within
the defined tolerance.
12 Open details for charge On the TM REF tab, Freight Settlement

calculation (optional choose Reference Document is dis
step) Document (TM) in col played.
umn Details to display
the corresponding
freight settlement
document.
13 Post Invoice Choose Post. Invoice document is

created and the docu
ment number is dis
played in the message
tab.
14 Access App In SAP Fiori Launchpad Freight Settlement

select Freight Worklist opens.
Settlement Worklist.

Pass / Fail / Com
15 Edit Freight Settlement 1. Select Active Freight Settlement

Document Query All Freight Document opens. FSD
Settlement has Life Cycle Status
Documents. Invoice Verified. that
2. Open Freight Set can be used as selec
tlement Docu tion criteria.
ment.
16 Navigate to Document 1. Navigate to the Invoice Document

Flow Screen Document Flow opens
tab.
2. Open Invoice
Document by se
lecting the docu
ment number.
17 Check Details In the Invoice Docu

ment
● Choose Follow-On
Documents
● In case there is a
dialog box, select
line Accounting
Document and
chooses Display
Document.
● Check the ac
counts in the be
low table by se
lecting them and
choosing Details.
● Choose Back to
get back to the di
alog box.
● In dialog box (in
case there is one),
select line
Controlling
Document and
choose Display
Document.
● Expand the list of
entries and check
the details.

5 Appendix
5.1 Scheduling Job (Alternative)
5.1.1 Job Scheduling for Optimizer Run
Procedure
In this process step, you can schedule a background job for the planning of the freight units, for example during
the night.
This app can be used as an alternative instead of the planning via the Transportation Cockpit.
Pass / Fail / Com

1 Log On Logon to the respec SAP Easy Access ap

tive backend system pears.
using your credentials.
2 Open ABAP Editor On theSAP Easy The ABAP Editor Initial

Access screen under Screen opens.
SAP Menu navigate to
Tools ABAP
Workbench
Development ABAP
Editor (Transaction
SE38).
3 Open Report to ac Enter Program as / The Planning Run

screen appears.
cess optimizer run job SCMTMS/
VSR_OPT_BGD and
choose Execute.

Appendix PUBLIC 63
Pass / Fail / Com
4 Enter data Define scheduling op An Optimizer Run Job

tions and parameters is created.
for the batch job if nec
essary, then choose
Execute.

64 PUBLIC Appendix
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THE BEST RUN

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Best Practices Guide | PUBLIC

SAP S/4HANA 1909

Transportation Management in SAP S/4HANA:

THE BEST RUN

Transportation Management in SAP S/4HANA: Combination of Inbound and Outbound

Transportation Management in SAP S/4HANA: Combination of Inbound and Outbound

● the shipper’s facilities and the end customer.

Transportation execution is started when the material is available.

Transportation Management in SAP S/4HANA: Combination of Inbound and Outbound

2.1 System Access

The test should be conducted with the following system:

System Accessible via SAP Fiori Launchpad. Your system adminis­

Assign the following business roles to your individual test users.

Business Role ID as Deliv­

SALES_REP Internal Sales Representative SAP_BR_INTER­ BD9

PURCHASER Purchaser SAP_BR_PURCHASER J45

RSCV_SPEC Receiving Specialist SAP_BR_RECEIVING_SPE­ J45

Transportation Management in SAP S/4HANA: Combination of Inbound and Outbound

TRANS_PLANNR Transportation Planner SAP_BR_TRANSPORTA­

STLMT_CLERK Freight Settlement Clerk SAP_BR_FRGHT_SETTLE­

Accounts Payable Account­ SAP_BR_AP_ACCOUNTANT J45

SHIP_SPEC Shipping Specialist SAP_BR_SHIPPING_SPE­ BD9

WRHS_CLERK Warehouse Clerk SAP_BR_WARE­ BD9, J45

BILL_CLERK Billing Clerk SAP_BR_BILLING_CLERK BD9

2.3 Master Data, Organizational Data, and Other Data

TM_in_SAP_S4HANA_ MasterDataGuide_Customers Transportation Management in SAP S/4HANA: Master Data

TM_in_SAP_S4HANA_ MasterDataGuide_Vendors Transportation Management in SAP S/4HANA: Master Data

TM_in_SAP_S4HANA_ MasterDataGuide_Carriers Transportation Management in SAP S/4HANA: Master Data

Transportation Management in SAP S/4HANA: Combination of Inbound and Outbound

TM_in_SAP_S4HANA_ MasterDataGuide_Organizational­ Transportation Management in SAP S/4HANA: Master Data

TM_in_SAP_S4HANA_ MasterDataGuide_Transportation­ Transportation Management in SAP S/4HANA: Master Data

TM_in_SAP_S4HANA_ MasterDataGuide_Transportation­ Transportation Management in SAP S/4HANA: Master Data

TM_in_SAP_S4HANA_ MasterDataGuide_Transportation­ Transportation Management in SAP S/4HANA: Master Data

TM_in_SAP_S4HANA_ MasterDataGuide_ChargeManage­ Transportation Management in SAP S/4HANA: Master Data

TM_in_SAP_S4HANA_MasterDataGuide_StockTransportOr­ Transportation Management in SAP S/4HANA: Configura-

TM_in_SAPS4HANA_MasterDataGuide_In-OutboundTran­ Transportation Management in SAP S/4HANA: Master Data

Transportation Management in SAP S/4HANA: Combination of Inbound and Outbound

Master Data Object Value Description Comments

Purchasing Group 001 Purchasing Group 001 Relevant for Transportation

Plant 1720 Plant 1720 (Sacramento) Relevant for Stock Transport

Storage Location 171A Storage Location 171A of

Transportation Management in SAP S/4HANA: Combination of Inbound and Outbound

Customer 17186001 -17186012 Domestic US TM Customer1 Relevant for Sales Scenario

Vendor 17386005 Domestic US TM Supplier Relevant for Purchasing Sce­

Carrier 17386001 – 17386004 Domestic US TM Carrier1 – 4

Customer Locations 0017186001 -0017186012 Domestic US TM Customer1

Vendor Locations 0017386005 Location Domestic US TM

Shipping Point Location SP_1710 Shipping point 1710

Shipping Point Location SP_1720 Shipping point 1720 for deliv­

Transportation Zone ZIP_ZONE_1 Santa Clara / Santa Cruz /

Transportation Zone ZIP_ZONE_2 San Francisco/Sacramento /

Transportation Zone ZIP_ZONE_3 Los Angeles / San Diego

Transportation Zone ZIP_ZONE_4 Tarant

Transportation Lane SP_1710 to ZIP_ZONE1, Transportation Lane from

Intra-Zone Lanes ZIP_ZONE_1 – ZIP_ZONE_4 Intra-Zone Lanes for Cus­

Transportation Management in SAP S/4HANA: Combination of Inbound and Outbound

Material TG0013 Trading Good 0013,PD,Regu­ Relevant for the Purchasing

Organizational Structure for Transportation Management:

Transportation Management in SAP S/4HANA: Combination of Inbound and Outbound

Scope Item ID Business Condition

● BNZ – Create New Open MM Posting Period: Posting

2.5 Preliminary Steps

2.5.1 Set Initial Stock for Material

System Accessible via SAP Fiori Launchpad. Your system adminis

Business Role ID as Deliv

SALES_REP Internal Sales Representative SAP_BR_INTER BD9

RSCV_SPEC Receiving Specialist SAP_BR_RECEIVING_SPE J45

TRANS_PLANNR Transportation Planner SAP_BR_TRANSPORTA

STLMT_CLERK Freight Settlement Clerk SAP_BR_FRGHT_SETTLE

Accounts Payable Account SAP_BR_AP_ACCOUNTANT J45

SHIP_SPEC Shipping Specialist SAP_BR_SHIPPING_SPE BD9

WRHS_CLERK Warehouse Clerk SAP_BR_WARE BD9, J45

TM_in_SAP_S4HANA_ MasterDataGuide_Organizational Transportation Management in SAP S/4HANA: Master Data

TM_in_SAP_S4HANA_ MasterDataGuide_Transportation Transportation Management in SAP S/4HANA: Master Data

TM_in_SAP_S4HANA_ MasterDataGuide_Transportation Transportation Management in SAP S/4HANA: Master Data

TM_in_SAP_S4HANA_ MasterDataGuide_Transportation Transportation Management in SAP S/4HANA: Master Data

TM_in_SAP_S4HANA_ MasterDataGuide_ChargeManage Transportation Management in SAP S/4HANA: Master Data

TM_in_SAP_S4HANA_MasterDataGuide_StockTransportOr Transportation Management in SAP S/4HANA: Configura-

TM_in_SAPS4HANA_MasterDataGuide_In-OutboundTran Transportation Management in SAP S/4HANA: Master Data

Vendor 17386005 Domestic US TM Supplier Relevant for Purchasing Sce

Shipping Point Location SP_1720 Shipping point 1720 for deliv

Intra-Zone Lanes ZIP_ZONE_1 – ZIP_ZONE_4 Intra-Zone Lanes for Cus

Material TG0013 Trading Good 0013,PD,Regu Relevant for the Purchasing

1 Log On Log on to the SAP Fiori The SAP Fiori Launch

2. Creation of Profile and Start the Transporta