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mySAP Supply Chain Management

for the Oil & Gas Industry

Transportation and Distribution


Transportation and Distribution (TD) - Functions

Bulk Transportation Processing

Shipment Costing

Document Change Management

SAP AG 2001, mySAP SCM for the O&G industry - TD 2


Supply Chain Overview
Gathering
System
Producer Exchange
Contract Oil & Gas Contract
Production Chemical
Supply Plant
Pipeline
Lubes Sales
s
he
Plant Transfers Contract
atc

Sales,
eB

Purchases,
lin

Refinery Exchanges
ipe
dP

Exchange
i re

Contract Bulk
qu

Terminal
Ac

Chemical
Plant
Purchase Retail
Contract Stations
Commercial
Customers
Sales e.g. Airports
Contract

Primary Distribution Secondary Distribution


SAP AG 2001, mySAP SCM for the O&G industry - TD 3
Bulk Transportation Processing

Bulk
Bulk transportation
transportation processing
processing
refers
refers to
to the
the shipment
shipment of
of
materials
materials ......

From
From vendor
vendor to
to plant
plant
inbound
inbound shipments
shipments

From
From plant
plant to
to customer
customer
outbound
outbound shipments
shipments

From
From plant
plant to
to plant
plant
shipments
shipments for
for transfers
transfers

From plant or vendor to ... from ... to ... combined shipments

SAP AG 2001, mySAP SCM for the O&G industry - TD 4


Transportation and Distribution Integration

Inbound Transfer Transfer Outbound


Purchase
Purchase order
order Stock
Stock transport
transport Sales
Sales order
order
processing
processing order
order processing
processing

Delivery
Delivery Delivery
Delivery Delivery
Delivery
Reservation
Reservation
processing
processing processing
processing processing
processing

Bulk Shipment
Planning
Planning

Loading
Loading

Discharge
Discharge

Goods
Goods
Goods
Goods receipt
receipt Goods
Goods issue
issue Goods
Goods issue
issue
movement
movement

Vendor
Vendor Customer
Customer
Goods
Goods receipt
receipt
invoicing
invoicing invoicing
invoicing

SAP AG 2001, mySAP SCM for the O&G industry - TD 5


Inbound Shipments

Plant
Vendor (or in-transit location)

Bulk
shipment

Purchase Inbound Goods Vendor


order Delivery receipt invoice

SAP AG 2001, mySAP SCM for the O&G industry - TD 6


Outbound Shipments

Plant
(or in-transit location) Customer

Bulk
shipment

Sales Outbound Goods Customer


order Delivery issue invoice

SAP AG 2001, mySAP SCM for the O&G industry - TD 7


Reservation or 1-Step Stock Transfer Order

Reservation Material
/1-step STO document

Bulk
shipment

One-step transfer

SAP AG 2001, mySAP SCM for the O&G industry - TD 8


2-Step Stock Transfer Order

i
Deliverycked
2-step STO o tp
n

Bulk
shipment

Two-step transfer

Plant 1 Plant 2

In-transit stock Stock


of plant 1 intransfer
of plant 2

SAP AG 2001, mySAP SCM for the O&G industry - TD 9


Vehicle Concept and Driver Concept

Vehicle

Driver Transport unit Compartment

m possible transport units n possible compartments k possible meters


(movers + trailers) per vehicle per transport unit per compartment

Marine Rail Pipeline


SAP AG 2001, mySAP SCM for the O&G industry - TD 10
Rack Meters and Vehicle Meters

Loading

Display Meter

Meter Details

Unit of Meassure L Liter


Number of Digits 9

Meter Reconciliation

Date 01.01.2000 Time 01:15:36

SAP AG 2001, mySAP SCM for the O&G industry - TD 11


Compatibility Checking

Product Compartment

Vehicle Customer German Oil

German Oil

SAP AG 2001, mySAP SCM for the O&G industry - TD 12


Shipment Planning, Loading, and Delivery

Shipment
Shipment planning:
planning:
Shipment planning includes all planning
and organizational tasks that must be
carried out before materials are actually
shipped.

Shipment
Shipment loading:
loading:
Shipment loading includes recording of the
actual quantities and products loaded for a
particular shipment.

Shipment
Shipment delivery:
delivery:
Shipment delivery includes the
confirmation of delivery of actual
quantities and processing the differences
between quantities delivered and loaded.

SAP AG 2001, mySAP SCM for the O&G industry - TD 13


Planning Tasks

Plan transport-
related services
Schedule
deadlines Route and stage
determination
Determining the
means of transport
and the driver Printing documents/
output

Determining
partners (for example: Entering texts/
carrier) comments

Document
Compatibility
selection
checking
Compartment
planning

SAP AG 2001, mySAP SCM for the O&G industry - TD 14


Document Selection & Compartment Planning

6000 l 6000 l 6000 l


Regular Regular Super
Inbound
Delivery Load Discharge

Regular 12,000 l
Super 6,000 l

Outbound
Delivery Load Discharge Load
Load and
and discharge
discharge
relevant
relevant documents
documents are
are
Regular 12,000 l
assigned
assigned to
to bulk
bulk shipment
shipment
during
during planning
planning

Reservation Load Discharge

Super 5,000 l

SAP AG 2001, mySAP SCM for the O&G industry - TD 15


Postings due to Load/Discharge Relevance I

Load Discharge

--
Inbound Goods
delivery Goods receipt
receipt
(101)
(101) to
to intransit
intransit Transfer
Transfer (311)
(311) to
to
location
location receiving
receiving location
location
(not
(not planned
planned
during
during
scheduling)
scheduling)
--
Goods
Goods issue
issue
Outbound
Transfer (601)
(601) from
from
delivery Transfer (311)
(311)
from intransit
intransit location
location
from delivering
delivering
location to
to customer
customer
location to
to
intransit
intransit location
location

SAP AG 2001, mySAP SCM for the O&G industry - TD 16


Postings due to Load/Discharge Relevance II

Load Discharge

Goods
Goods issue
issue (647)
(647)
to
to intransfer
intransfer of
of
intransit
intransit plant
plant and
and --
goods
goods receipt
receipt into
into
1-step delivery intransit
intransit plant
plant
(101) Goods
Goods issue
issue (647)
(647)
(101)
to
to intransfer
intransfer of
of
receiving
receiving plant
plant and
and
--
goods
goods receipt
receipt into
into
receiving
receiving plant
plant
(101)
(101)

SAP AG 2001, mySAP SCM for the O&G industry - TD 17


Postings due to Load/Discharge Relevance III

Load Discharge
Transfer
Transfer (311)
(311) from
from Goods
Goods issue
issue (641)
(641)
delivering
delivering location
location to
to intransfer
intransfer of
of
2step delivery
to
to intransit
intransit receiving
receiving plant
plant
location
location and
and
goods
goods issue
issue (641)
(641) Goods
Goods receipt
receipt (101)
(101)
to
to intransfer
intransfer of
of into
into receiving
receiving plant
plant
receiving
receiving plant
plant

Transfer
Transfer (301)
(301) from
from
intransit
intransit location
location to
to
Reservation
receiving
receiving location
location
Transfer
Transfer (301)
(301)
from
from delivering
delivering
location
location to
to
intransit
intransit location
location
(not
(not planned)
planned)

SAP AG 2001, mySAP SCM for the O&G industry - TD 18


Loading Tasks

Load the Print


means of transport bill of lading

Rebranding Enter texts/


Rebranding
comments

Carry out oil Post material


qty. calculation to in-transit stock

Excise
handling

SAP AG 2001, mySAP SCM for the O&G industry - TD 19


Intransit Storage Location

Loading from storage location


of sending plant (GP01 G1L1)
into intransit storage
location (GP01 G1LT)

Goods issue from


intransit storage location
(GP01 G1LT))

SAP AG 2001, mySAP SCM for the O&G industry - TD 20


Intransit Plant Concept

Hamburg

Barcelona
Rome
Madrid

Customer (goods issue


from intransit plant)

Sending plant (GP01)


Intransit plant (GMAR) Receiving plant (GP03)
SAP AG 2001, mySAP SCM for the O&G industry - TD 21
Loaded In-Transit Stock

In-transit
In-transit location
location

Material Regular
Plant GP01 Plant 1 Co GOIL
Storage location G1LT In-transit
Shipment Quantity L15 Status Vehicle
Shipment Quantity L15 Status Vehicle
1 12,000 Completely loaded Truck01 Vehicle
Vehicle on
on
... ... ... ... which
which material
material
has
has been
been loaded
loaded
Totals xxx
Stock yyy
Difference
Difference 0

Difference of total stock in storage location


and loaded stock on vehicles

SAP AG 2001, mySAP SCM for the O&G industry - TD 22


Delivery Tasks

Discharge the Print documents/


means of transport output

Carry out
oil quantity Enter texts/
calculation comments

Post material Handle gains/losses,


from in-transit stock returns, rebrands, left
to destination on-vehicle quantities
Close
the shipment

SAP AG 2001, mySAP SCM for the O&G industry - TD 23


Handling of Load-Discharge Differences

Inbound Bulk shipment


Delivery loading

Regular 12,000 l Regular 12,000 l


Super 6,000 l Left-on-vehicle
Super 6,000 l

Outbound
Delivery
Gain/ loss
Regular 12,000 l
Bulk shipment
discharge
Regular 12,000 l
Reservation Super 5,000 l

Super 5,000 l Return/ rebrand

SAP AG 2001, mySAP SCM for the O&G industry - TD 24


Corrections

Delivery

G1L1 G1LT 6.000 l regular GP01 G1L1 GP01 G1LT


G1LT G1L1 1.000 l regular

Regular Load confirmation:


6.000 l regular

Correction:
5.000 l regular
reverse posting:
1.000 l regular

SAP AG 2001, mySAP SCM for the O&G industry - TD 25


Mass Processing of Bulk Shipments

Shipment Shipment
4288 603 Display logs
Display document
Shipment Shipment
2407 763 Overview
Start of bulk shipment mass processing log 0000000048 or
Shipment Shipment 0000000005 already reached status 2. No fur
Shipments processed successfully
1304

Bulk Shipment List: TD Worklist

Shipment
Process multiple
2407 To completely scheduled
4288 To completely loaded
To completely confirmed
603
763
1304

SAP AG 2001, mySAP SCM for the O&G industry - TD 26


Document Flow

Sales Outbound Load


order Delivery confirmation

Bulk Reentry
Reservation
shipment into storage

Purchase Inbound Gain/


order Delivery loss

Document
Document flow
flow for
for bulk
bulk shipment
shipment Document flow of delivery

.... Standard
Standard Order
Order . Standard Order
.. Outbound
Outbound Delivery
Delivery Delivery
.. Reservation
Reservation . TD Transport
.... Purchase
Purchase order
order .. Load confirmation, reposting
.. Inbound
Inbound Delivery
Delivery .. Gain / loss
TD
TD Transport
Transport .. Reentry into storage
.. Load
Load confirmation,
confirmation, reposting
reposting . GD goods issue
.. Gain
Gain // loss
loss . Invoice
.. Reentry
Reentry into
into storage
storage .. Accounting document
SAP AG 2001, mySAP SCM for the O&G industry - TD 27
Archiving

Reporting
Online

R/3 DB

Application Data

Archive


Files
TD Shipments
Archiving

3.1h/4.0b If shipments 4.6...


are shipment cost relevant Full support
(because SCD could not be
archived data inconsistencies)
SAP AG 2001, mySAP SCM for the O&G industry - TD 28
Transportation and Distribution (TD) - Functions

Bulk Transportation Processing

Shipment Costing

Document Change Management

SAP AG 2001, mySAP SCM for the O&G industry - TD 29


Routes and Stages

RouteRoute
Stages:
Leg
Stage
Hamburg
Border
crossing point

Load transfer Paris


point
Hamburg

Madrid

SAP AG 2001, mySAP SCM for the O&G industry - TD 30


Partners in Bulk Shipments

Shipment header Vehicle

Shipment

Partner: Partner:
Insurance partner Carrier

Shipment leg Border crossing point Load transfer point

Stop

Partner: Partner: Partner:


Forwarding agent Customs agent Loading supervisor

SAP AG 2001, mySAP SCM for the O&G industry - TD 31


Document Item Assignment

Inbound Hamburg
Delivery
Regular 12,000 l
Super 6,000 l

Document
Document itemitem assignments
assignments
Reservation
to
to load
load and
and discharge
discharge points
points
Paris
Super 5,000 l

Outbound
Delivery Madrid

Regular 12,000 l

SAP AG 2001, mySAP SCM for the O&G industry - TD 32


Shipment Cost Document

Shipment Shipment cost


document document
Header
Header
Insurance 1. Item
ABC Insurance
Shipment
cost
Vehicle relevant?
Hamburg - Madrid 2. Item
Nordspeed Shipment
forwarding agent cost item
Stage 1 category?
Hamburg - Border 3. Item
Nordspeed Partner
forwarding agent
function
Stage 2 defined?
Border - Paris 4. Item
Nordspeed
forwarding agent

...
...

SAP AG 2001, mySAP SCM for the O&G industry - TD 33


Determining the Pricing Procedure

Transportation planning point Shipment type

Shipment cost item Service agent

Pricing procedure

ENTF Distance
VOLD Volume/distance scale
Net shipment costs
VOST Tax
Gross shipment costs
...

SAP AG 2001, mySAP SCM for the O&G industry - TD 34


Condition Types and Condition Records

Condition type ENTF Distance


Calculation type: Distance-dependent
Level at which
the condition Calculation base: Vehicle
is defined
Access sequence key: Service agent,
Vehicle type

Validity period:
1 Jan. 1999 - 31 Dec. 2001

Agent01 TRUC 0,10 EUR per 1 Km

Agent02 TRUC 0,15 EUR per 1 Km

SAP AG 2001, mySAP SCM for the O&G industry - TD 35


Multidimensional Shipment Cost Agreement

Shipment Cost Agreement with Service Agent

Weight (TO)
to to to to
MIN
5 10 20 25

to 250 230 185 152 127


Distance (Mile)

100 USD USD/TO USD/TO USD/TO USD/TO

to 450 336 295 252 213


300 USD USD/TO USD/TO USD/TO USD/TO

to 800 435 373 333 285


500 USD USD/TO USD/TO USD/TO USD/TO

2000 3500 6000 7100


MAX USD USD USD USD

SAP AG 2001, mySAP SCM for the O&G industry - TD 36


Shipment Cost Settlement with Service Provider

1. Account assignment

G/L account determination


Assignment for controlling

2. Transfer to Financial Accounting


Purchase order determination
Creation of the service entry sheet
Establishment of accruals

3. Invoice creation
Credit memo procedure (ERS procedure)
Manual invoice verification

SAP AG 2001, mySAP SCM for the O&G industry - TD 37


Transfer to Financial Accounting

Document items created, Transfer to Financial Accounting Invoicing (via ERS)


costs calculated,
accounts determined
Purchase
Order
1
2

Shipment cost
document
Service Entry Material Credit memo
1. Item Sheet document 1
Net value 1000 EUR Financial 2
document
CO
2. Item document
...

SAP AG 2001, mySAP SCM for the O&G industry - TD 38


Shipment Cost Settlement with the Customer

Pricing procedure SC0001 Pricing procedure GOILS1


Pricing: Shipment costs Pricing: Sales

ENTF Distance PR00 Price


VOLD Freight:Vol/Dist.Sc. PB00 Price (Gross)
DIVO 2-dim Dist/Vol Sc. VA00 Variant Price
.. ..
. .
= Total freight FREC Freight customer Man.
..
FREC Freight customer Stat. .
= Final amount

Billing
Billingdocument
documentcopy
copycontrol:
control:
Price
Pricesource
source"F"
"F"

SAP AG 2001, mySAP SCM for the O&G industry - TD 39


Transportation and Distribution (TD) - Functions

Bulk Transportation Processing

Shipment Costing

Document Change Management

SAP AG 2001, mySAP SCM for the O&G industry - TD 40


Document Change Management: Functional View
Invoice released to accounting scenario

1 2 3
Sales order Delivery Invoice
Post Goods Issue

Cancel Goods
5 Issue
customer payments

90001001-003000$ 3000 $

cleared
90001001-01 600$

Document Change
Management 6

Post Goods Issue

8
7
Differential
Invoice

SAP AG 2001, mySAP SCM for the O&G industry - TD 41


Document Change Management : Scenario 1

Invoice released to accounting

Invoice is considered and not canceled. Status can be viewed in document flow

Goods issue is reversed and displayed in the document changes and document flow

Delivery can be changed, the changes can viewed in document changes

Goods issue is posted, can be viewed in document changes and document flow

Differential invoice is created. Version no. is updated with reference to first invoice

Invoice/differential invoice are posted to accounting with reference to version no.

SAP AG 2001, mySAP SCM for the O&G industry - TD 42


Document change Management: Functional view
Invoice not released to accounting scenario

Invoice
1 2 3
Sales order
Delivery Post Goods Issue

Cancel
Invoice

customer payments

4 90001001-003000$ 3000 $

cleared
90001001-01 600$

5
Document Change Cancel Goods
Management Issue

6
Post Goods Issue 8

7
Invoice

SAP AG 2001, mySAP SCM for the O&G industry - TD 43


Document change management: Scenario 2

Invoice not released to accounting

Invoice is canceled w/ ref. to version no. Status can be viewed in document flow

Goods issue is reversed and displayed in the document changes and document flow

Delivery can be changed, the changes can be viewed in document changes

Goods issue is posted, can be viewed in document changes and document flow

Differential invoice is created. Version no. is updated with reference to first invoice

Invoice/differential invoice are posted into accounting with reference to version no.

SAP AG 2001, mySAP SCM for the O&G industry - TD 44


Document Change Management: Delivery screen

Delivery version number

SAP AG 2001, mySAP SCM for the O&G industry - TD 45


Document Change Management: Invoice screen

Invoice version number

SAP AG 2001, mySAP SCM for the O&G industry - TD 46


Document Change Management: Document flow

Delivery & Invoice


version numbers.

SAP AG 2001, mySAP SCM for the O&G industry - TD 47


Document Change Management: Document changes

Document changes with version no.

SAP AG 2001, mySAP SCM for the O&G industry - TD 48