tm and event management
TRANSCRIPT
Visibility in Transportation Management with SAP Event ManagementSAP Business Transformation ServicesOctober 2011
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© 2011 SAP AG. All rights reserved. 2
Disclaimer
The information in this presentation is confidential and proprietary to SAP and may not be disclosed without the permission of SAP. This presentation is not subject to your license agreement or any other service or subscription agreement with SAP. SAP has no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation and SAP's strategy and possible future developments, products and/or platforms directions and functionality are all subject to change and may be changed by SAP at any time for any reason without notice. The information on this document is not a commitment, promise or legal obligation to deliver any material, code or functionality. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. This document is for informational purposes and may not be incorporated into a contract. SAP assumes no responsibility for errors or omissions in this document, except if such damages were caused by SAP intentionally or grossly negligent.
All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.
AGENDA1. Overview of SAP TM 8.0 Scenarios2. SAP EM Visibility Processes for Tracking of SAP TM Scenarios3. Implementation of TM-EM Visibility Processes
• Prerequisites and Basics• Configuration Required for all Scenarios• Scenario Specific Configuration
4. Enhancing the Standard Visibility Processes – Retail Customer Example
© 2011 SAP AG. All rights reserved. 4
SAP Transportation Management ScenariosPredefined, Best Practice Transportation Scenarios with SAP TM 8.0
Scenario OverviewIntegrated, end-to-end transportation scenariosPredefined, best practice processes & configuration
Scenarios CoveredDomestic Inbound TransportationInternational Inbound LogisticsDomestic Outbound TransportationInternational Outbound TransportationOutsourced Transportation
Scenario Deliverables (in Solution Manager)
Scenario DescriptionScenario & Process Component ListConfiguration Guide (incl. Scenario Master Data)
Customer / Partner BenefitsReduced implementation time, effort and costEfficient, lower cost operations
© 2011 SAP AG. All rights reserved. 5
Domestic Inbound Transportation
Inbound shipment processing for purchased goods from domestic suppliers –with integrated shipper transportation planning and logistics service provider execution
Vendor 1(Plant Lippstadt, DE)
Land-based main carriage via truck with multi-pick for full truck load transportation and multi-drop delivery to consignee plants
Inbound delivery
Vendor 1(Plant Hamm, DE)
Vendor 2(Plant Dortmund,DE)
Vendor 1(Plant Lüdenscheid, DE)
Vendor 2(Sindelfingen, DE)
Consignee 1(Plant Dingolfing, DE)
Consignee 1(Plant Munich, DE)
Multi pick-up
Direct main carriage
Direct, land-based transportation via truck from supplier to consignee plants Inbound delivery
Main carriage with multi-drop
© 2011 SAP AG. All rights reserved. 6
Domestic Inbound Transportation Scenario & Process Details
Purchase order creation (in SAP ERP)Vendor determination via purchasing contractsGoods supplier deviating from vendor
Manual / automated transportation planningOptimizer planning (Multi-pick, multi-drop scheduling & routing) Freight order creationAutomatic carrier selection and assignment based on transportation lanes
Document sending
Event message reporting (in SAP EM)Loading / unloading of freight order freight unitsArrival & departure confirmationUnplanned event tracking & alerting
Advanced Shipping Notification (ASN)(in SAP ERP) Receipt of ASN from supplier, processed as inbound deliverySAP TM update for transportation request triggering
Goods receipt processingPosting to stock Proof of delivery (POD) sending to vendor
Purchase Order
Processing
Transportation Requirement Processing
Freight Planning& Carrier Selection
Freight Execution & Monitoring
Inbound processing
Freight Settlement
WarehouseManager
TransportationCharge Clerk
Order-based transportation requirement creation(in SAP TM)Automatically created based on purchase order
Freight unit creationAutomatically created according to building rules
Delivery-based transportation requirement creationAutomatically created based on later inbound deliveryPlan / actual update
MaterialPlanner
Transportation Planner
Transportation ServiceProvider / Carrier
Transportation Charge CalculationAccording to freight agreementsHaulage charges dependent on weight& distance
Supplier Freight Invoice Request (SFIR) processingCreate & transfer freight settlement document to SAP ERP
Freight settlement (in SAP ERP)Carrier invoice entry Invoice verification & paymentEvaluated Receipt Settlement (ERS)
Focus of EM visibility processes
© 2011 SAP AG. All rights reserved. 7
International Inbound Logistics
International, intermodal transportation management for purchased goods fromoverseas vendors with integrated purchase order, transportation and invoice management
Vendor 1(Mainland China)
Vendor 2(Mainland China)
Port-of-Loading(Shanghai, China)
Port-of-Discharge(Hamburg, Germany)
Pre-carriage
Main Carriage On-carriage
Consignee (Ludwigshafen,Germany)
Packing of purchased material in container
Direct pre-carriage via truck from vendors to port-of-loading
Main carriage via scheduled vessel from China to Germany
On-carriage via scheduled train from Hamburg to Ludwigshafen
Inbound delivery
© 2011 SAP AG. All rights reserved. 8
Domestic Outbound Transportation North America – Scenario & Process Details
Domestic outbound transportation management with automatic planning optimization and carrier selection, as well as tendering, dispatching, and freight settlement
Multi-drop transportation to customers via LTL carrier
ShipperPlant Warehouse/DistributionCenter(Chicago, IL, USA)
Packing of material in boxes. Material grouping & staging per trip.
Truckload shipment direct to customer
Consignee 17(Provo, UT, USA)
Truckload Planning
Less-than-Truckload Planning
Consignee 09(Carrolton, KYUSA)
Intermodal Planning
Consignee 10(Los Angeles, CAUSA)
Consignee 07(Evansville, INUSA) Consignee 08
(Louisville, KYUSA)
Rail transportation to nearest destination railhead
Truck transportationto local railhead
Truck transportationto customer
© 2011 SAP AG. All rights reserved. 9
Final delivery
International Outbound Transportation
Full Container Transportation - from forwarding order processing, ocean carrier booking, freight planning, execution & tracking to order settlement
Drop-off carriage via fixed trucking company to port-of-loading
Final delivery via truck from port-of-destination and delivery to consignee
Material packing at shipper location in 3 containers (20 foot standard dry containers) and delivery to the transportation division’s warehouse
Main carriage ocean transportation via ocean liner (Free On Board (FOB)) using pre-booked freight capacity
Shipper(Newark, USA)
Drop-offcarriage
Port-of-Discharge(Rotterdam, Holland)
Main Carriage
Consignee(Düsseldorf,Germany)
Shipper Warehouse (Transp. Division)(Newark, USA)
Port-of-Loading(Newark, USA)
Goods delivery at consignee (with proof of delivery)
© 2011 SAP AG. All rights reserved. 10
Outsourced Transportation
Outsourced transportation process management - with shipper transportationplanning and 3rd party shipment execution and event monitoring
Packing of sold material in boxes
Full truck load transportation via 3rd party carrier to customer location Delivery toCustomer
Shipper Plant (Chicago,USA)
Customer(Bellevue, USA)
Carriage
AGENDA1. Overview of SAP TM 8.0 Scenarios2. SAP EM Visibility Processes for Tracking of SAP TM Scenarios3. Implementation of TM-EM Visibility Processes
• Prerequisites and Basics• Configuration Required for all Scenarios• Scenario Specific Configuration
4. Enhancing the Standard Visibility Processes – Retail Customer Example
© 2011 SAP AG. All rights reserved. 12
Visibility Processes for Transportation Management
• Visibility Processes for Transportation Management offer preconfigured, out-of-the box content for transportation operations, supporting you in tracking relevant activities in- and outside your company walls. You can monitor different processes and business documents, like freight units and freight orders. Depending on your role, you can chose different layouts for the user interface such as shipper and consignee, which results in a comprehensive and easy to understand view on transportation operations.
• Transportation operations is an area in which transparency is crucial, especially in those cases where lengthy transportation times have to be considered, like for example when shipping overseas. To ensure customer satisfaction, it is more than ever important to keep full control of what is going on, although parts of the business process may run outside your company's realm, managed by an advanced external Transportation Management system.
Solution Details
Pain Points
© 2011 SAP AG. All rights reserved. 13
Mapping of TM Scenarios to EM Visibility Processes
TM 8.0 Scenarios
International Inbound Logistics
Domestic Outbound Transportation
International Outbound Transportation
Outsourced Transportation
Domestic Inbound Transportation
General TM-EM Visibility Process(Only different settings in TM on freight unit, freight order or bookingorder level)
Additonal EM settings(exemplary for all scenarios)
© 2011 SAP AG. All rights reserved. 14Internal
SAP EM Visibility Process for TMTracked Objects and Events
1 3 854
Scheduled Departure Arrival Unloading BeginArrivalFREIGHT UNIT
2
Loading Begin
Loading End Damage
Legend: = unexpected event= expected event
FREIGHT ORDER, BOOKING ORDER
6
Unloading Begin
7
Unloading End
2 743 8 9
Departure Arrival Unloading End
Proof of Delivery
1
Loading Begin
Loading End Delay
5 6
11
Proof of Pickup
Clear Customs
Unloading End
9 10
© 2011 SAP AG. All rights reserved. 15
Event Handler Type Expected Events Unexpected EventsEvent Event Code Event Event Code
Freight Unit
(ODT20_FU)
Scheduled SCHEDULED Damage DAMAGE
Loading Begin LOAD_BEGIN Delay Freight Unit DELAYED_FU
Loading End LOAD_END Cancel CANCEL
Departure DEPARTURE Block for Execution BLOCK_FOR_EXEC
Arrival at Destination ARRIV_DEST Unblock for Execution UNBLOCK_FOR_EXEC
Unloading Begin UNLOAD_BEGIN
Unloading End UNLOAD_END
Freight Order,Freight Booking
(ODT20_TO)
Loading Begin LOAD_BEGIN Delay DELAYED
Loading End LOAD_END Cancel CANCEL
Proof of Pickup POPU Block for Execution BLOCK_FOR_EXEC
Departure DEPARTURE Unblock for Execution UNBLOCK_FOR_EXEC
Clear customs CLEAR_CUSTOMS
Arrival at Destination ARRIV_DEST
Unloading Begin UNLOAD_BEGIN
Unloading End UNLOAD_END
Proof of Delivery POD
SAP EM Visibility Process for TMTracked Objects and Events
© 2011 SAP AG. All rights reserved. 16
SAP EM Visibility Process for TMParameters and Statuses
System Parameters:• Consignee (Internal)• Destination Location (External)• Destination Location (Internal)• Ordering Party (Internal)• Requested Delivery Date• Requested Pick-Up Date• Sales Organization• Shipper (Internal)• Source Location (External)• Source Location (Internal)• Transportation Order Category• Transportation Order ID• Transportation Order Root Key• Transportation Service Provider
Control and Info Parameters:• Assigned Freight Units• Booking Order ID• Capacity Check Block• Consignee• Customer Return ID• Customs Block• Customer Order ID• Dangerous Goods Block Set• Delayed Event• Delivery ID• Estimated Delay Date• Estimated Delay Time• Estimated Delay Timezone• Freight Order ID• …
Comprehensive set of parameters and statusesincluded in visibility process.
Statuses:• Transportation Status• Delivery Status• Block Status
© 2011 SAP AG. All rights reserved. 17
SAP EM Visibility Process for TMRule Sets
EM rule sets for freight order / booking order and freight unit:• If event code = xyz
• Set status in EM• Send data to TM (activity = TM_MAINTAIN_EXEC_INF)
• If event code = CANCEL• Deactivate event handler
• If event code = DELAY• Send data to TM (including estimated new expected date and time of the next expected event)• Create Alert
TM follow-up actions:In TM the execution status of the freight order, booking order or freight unit is updated according to the event that has been sent to TM from EM.For example, when the last expected event is reported from EM, the system sets the status of the corresponding freight orders to ‘executed’.
The update within TM is done via a so-called ‘determination logic’ in BOPF.
© 2011 SAP AG. All rights reserved. 18
Tracking Information is Available Seamlessly in SAP TM from Event Management
© 2011 SAP AG. All rights reserved. 19
Tracking Information is Available Seamlessly in SAP TM from Event Management
AGENDA1. Overview of SAP TM 8.0 Scenarios2. SAP EM Visibility Processes for Tracking of SAP TM Scenarios3. Implementation of TM-EM Visibility Processes
• Prerequisites and Basics• Configuration Required for all Scenarios• Scenario Specific Configuration
4. Enhancing the Standard Visibility Processes – Retail Customer Example
© 2011 SAP AG. All rights reserved. 21
PrerequisitesRequired applications, releases and business function
The following applications and releases are required: • SAP TM 8.0 • SAP enhancement package 1 for SAP Event Management 7.0 with Support Package 3
In EM you must activate the business function SCM_EM_TMCONTENT01• Go to transaction code: SFW5• Activate the business function
© 2011 SAP AG. All rights reserved. 22
BasicsTM Architecture – Business Object Processing Framework
Business Object Model A Business Object is a representation of a type of uniquely identifiable business entities described by a structural model and an internal process model (e.g. a freight order).
TM 8.0 BO model consists of two main business objects:
• “Transportation Request” (TRQ)
• “Transportation Order” (TOR)
Nodes: A Node is a semantically related set of attributes of a business object. Nodes can be used to define and structure your business object.The most relevant nodes for EM are:
• ROOT• STOP• ITEM_TR• EXECUTIONINFORMATION
All tracked objects (freight unit, freight order and booking order) use the same business object TOR in TM.
© 2011 SAP AG. All rights reserved. 23
BasicsTM Architecture – Business Object Processing Framework
BOPF TEST UI (transaction /BOBF/TEST_UI)
Expected event data is read from EM
© 2011 SAP AG. All rights reserved. 24
The communication to EM is triggered via the Post Processing Framework in Output Management of TM.
The Post Processing Frameworks triggers:• External communication such as printouts, faxes, and e-mails with a print preview option • Alerts• Workflow • Business-to-business (B2B) and application-to-application (A2A) communication • BI data upload• Events to an Event Management system on the basis of decisions or in response to
business events
BasicsTM Architecture – Business Object Processing Framework
© 2011 SAP AG. All rights reserved. 25
Events in TM:
BasicsThree Sets of Event Codes
Event Types in EM application interface of TM:
Internal Event Codes in EM:
AGENDA1. Overview of SAP TM 8.0 Scenarios2. SAP EM Visibility Processes for Tracking of SAP TM Scenarios3. Implementation of TM-EM Visibility Processes
• Prerequisites and Basics• Configuration Required for all Scenarios• Scenario Specific Configuration
4. Enhancing the Standard Visibility Processes – Retail Customer Example
© 2011 SAP AG. All rights reserved. 27
Configuration Required for all Scenarios
• Customizing in TM: • Setting up connection between TM and EM: maintain the output management adapter • Defining execution relevance on FU-type or FO-type level
• Customizing in EM application interface:• Standard EM settings
• Customizing in EM:• Standard EM settings
For detailed information on the required configuration see „Integration Guide SAP TM with EM“ (link).
© 2011 SAP AG. All rights reserved. 28
Configuration Required for all ScenariosSetting Up Connection Between SAP TM and SAP Event Management
You use this procedure to enable the communication between TM and EM by maintaining the output management adapter for the business object ‘TOR’.
1. In Customizing for SAP TM, choose Cross-Application Components Processes and Tools forEnterprise Applications Reusable Objects and Functions for BOPF Environment PPF Adapter for Output Management Maintain Output Management Adapter Settings .
2. Choose the dialog structure Direct Output Agents (w/o PPF & w/o History). 3. Select the entry with the following data:
• Business object: /SCMTMS/TOR • Node: ROOT • Agent name: SEND_EM_DATA_FROM_TOR
4. Choose Details. 5. Select the Enable checkbox.
© 2011 SAP AG. All rights reserved. 29
Configuration Required for all Scenarios Settings on Freight Unit, Freight Order, and Booking Order Type Level
Define Event Settings in the FU Type Define Event Settings in the FO Type
AGENDA1. Overview of SAP TM 8.0 Scenarios2. SAP EM Visibility Processes for Tracking of SAP TM Scenarios3. Implementation of TM-EM Visibility Processes
• Prerequisites and Basics• Configuration Required for all Scenarios• Scenario Specific Configuration
4. Enhancing the Standard Visibility Processes – Retail Customer Example
© 2011 SAP AG. All rights reserved. 31
Scenario Specific ConfigurationDomestic Inbound Transportation
Business Purpose:Demonstrating how to enhance existing visibility processes with additonal events only by configurationand no development effort.
Required Configuration:• Customizing in TM:
• Defining events in TM for business documents• Customizing in EM application interface:
• non• Customizing in EM:
• Defining new internal event codes• Define rule sets• Define new event handler type • Define condition for event handler type (same application object type as other scenarios, different
transportation execution organization in TM)• Define new profile for expected events (new DIT internal event codes are being generated from
existing standard event codes (e.g. LOAD_BEGIN)• Defining Authorization Profiles• Defining Web Interface Transactions, new configured fields and new user profiles
See configuration guide for domestic inbound transportation (link).
© 2011 SAP AG. All rights reserved. 32
Scenario Specific ConfigurationDomestic Inbound Transportation
Defining additional Events in TM:• In Customizing for SAP TM, choose Transportation Management Integration Tracking and
Tracing of Processes and Documents Define Transportation Activities for Tracking and Tracing• Choose the Event for Business Document view from the structure on the left. • Create the following new entries:
© 2011 SAP AG. All rights reserved. 33
Scenario Specific ConfigurationDomestic Inbound Transportation
Defining additional Events in EM:• In Customizing for EM choose Event Handlers and Event Handler Data Codes Event
Codes Define Internal Event Codes and Internal Event Code Groups. • Choose the Internal Event Codes view from the tree structure. • Create the following entries:
AGENDA1. Overview of SAP TM 8.0 Scenarios2. SAP EM Visibility Processes for Tracking of SAP TM Scenarios3. Implementation of TM-EM Visibility Processes
• Prerequisites and Basics• Configuration Required for all Scenarios• Scenario Specific Configuration
4. Enhancing the Standard Visibility Processes – Retail Customer Example
© 2011 SAP AG. All rights reserved. 35
Enhancing EM rule set for event DELAY:Automatic calculation of consequences of a delay
For which of the customers of a multi-drop tour can the agreed time slot not be met?
Retail Store 1
Enhancing the Standard Visibility ProcessesCustomer example of a leading German Retailer
Retail Store 2
Retail Store 3Retail Store 4
Distribution Center
The project was delivered as a CDP.
© 2011 SAP AG. All rights reserved. 36
Enhancing rule set for event DELAY:Automatic calculation of consequences of a delay
For which of the customers of a multi-drop tour can the agreed time slot not be met?
Next location of the tourDuration of the delay
Enhancing the Standard Visibility ProcessesCustomer example of a leading German Retailer
If the time slot of a specific retail store cannot be met, an alert for the store manager is triggered automatically. The store manager is being informed about the newly calculated time of arrival of the goods at his store.
The project was delivered as a CDP.
© 2011 SAP AG. All rights reserved. 37
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