transportation management - end to end - intra & …...& the derivations in the tm system...

0OFFICE OF SUPPLY CHAIN MANAGEMENT

UCS TRAINING TEAM

TRANSPORTATION MANAGEMENT

- END TO END -

INTRA & INTER MISSION TRANSFER

Transportation Planning and Management and Track & Trace

(TPTM – T&T project –Phase II)

Bryan Barrachina

UCS Training Team

Friday, October 18, 2019

PROCURE PLAN EXECUTE & MONITORPROCURE FREIGHTDAP / EXW / FCAINTER / INTRA Transfers

DAP / EXW / FCA

Create STR

Approve STR

Certifying Offic.

PACKWhs.Sen/Log User

Create Out. Delivery

E C C

Logistics User

PickingWarehouse Sen.User

Confirm TO

Warehouse User

Update EqEq.Mast.Data.Maint

Post GILogistics User

Create STO

GSCC/LSCC

Approve STOApprover

CARRIERDAP / EXW / FCA

LSCC

INTER Mission Transfers

DAP / EXW / FCA

INTRA Mission Transfers

DAP

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OFFICE OF SUPPLY CHAIN MANAGEMENT

UCS TRAINING TEAM

TM END to END – INTER & INTRA MISSION TRANSFERS

Main purpose of this presentation is:

• To identify key differences between INTER and INTRA mission transfers when Managing Transportation in TM

• To describe the steps involved in STR/STO for INTRA & INTER mission transfers & the derivations in the TM system impacting the Receiving/Sending Plants at the Delivery Based Transfer Requirement, Freight Unit and Freight Order Level

• To understand key TM Processes impacted by INTRA & INTER Mission Transfers:

▪ Manage Transportation of INTRA & INTER Mission Transfers

▪ Manage Freight Orders generated from Transportation Planning of Intra & Inter Mission Transfers

▪ Manage Events


UCS TRAINING TEAM

STR/STO – ROLES AND RESPONSIBILITIES in TM

4

❑ TS.01 : Planner and Execution (UNOE-Goods PO/COE/TROOPS)

❑ TS.02 : Freight Procurement (UNOE Goods PO/COE/TROOPS)

❑ TS.03 : TM Display All (UNOE Goods PO/COE/TROOPS)

❑ TS.04 : TM Master Data

❑ TS.05 : CCP Role for Vendor and Freight Forwarder Contacts

❑ TS.06 : TM Production Support Role

❑ TS.07 : TM STO Transportation Planner

❑ TS.08 : TM STO Freight Procurement

❑ TS.09 : TM STO Display All

Introduced

for STOs


UCS TRAINING TEAM

STR/STO – ROLES AND RESPONSIBILITIES in TM

5

STOCK TRANSFER BETWEEN DIFFERENT MISSIONS/PLANTS

Between Missions Non-Budget Relevant & UN Reserve Stock (ZNBD)

Between Missions Budget Relevant (ZBUD)

From Strategic Deployment Stock (ZSDS)

STOCK TRANSFER WITHIN MISSION/PLANT

One-Step Transfer – Physical Proximity (Same Fund / Funds Center)

Two-Steps Transfer – Short Distance (Same Fund / Funds Center)

ZINT - Intra-mission STO – Track Shipment (Same Fund / Funds Center)


UCS TRAINING TEAM

PROCURE PLAN EXECUTE & MONITORPROCURE FREIGHTDAP / EXW / FCA

T M

Umoja System

Umoja System

INTER / INTRA TransfersDAP / EXW / FCA

Create STR

Approve STR

Certifying Offic.



E C C

Rec. PlantEXW

Ship. Plant

DAP/FCA

Logistics User


Confirm TO

Warehouse User



Create STO

GSCC/LSCC

Approve STOApprover

TS.07 TM Plnr

Umoja System

TS.07 TM Plnr

Umoja System

Umoja System

Generate SOW

TS.07 TM Plnr

Create SC Freight (funded)

Requisitioner

Approve SC Freight (funded)

Approver

Select SC from Source Cockpit

Buyer

Create RFx

Buyer

Solicit

Create PO for Freight

Buyer

S R M

S R M

Assign Carrier & PO to FO

TS.08 Freight Proc

Edit FO(s) with Routes, Dates,

Charges

TS.08 Freight Proc

T M

Approver Proc.


TS.07 TM Plnr

T M

Update Events

TS.07 TM Plnr

Upload Attachments

C C P

T M

TS.07 TM Plnr

Update Events

Upload Attachments

TS.05 CCP

TS.05 CCP

Upload Attachments

Update Events

INTERMission

TransfersShipping Plant

DAP / FCAReceiving Plant

FCA / EXW

INTRAMission TransfersReceiving Plant EXW / FCA / DAP

TS.07 TM Plnr

OFFLINE

LSCC

Generate TM Proposals

CreateDTR

CreateFreight Unit

Select FU(s) in TM

Cockpit

Select Best TM Proposal

Create FO(s)FFW Stage

Calculate Charge

Estimate Approve PO for Freight

FCA/EXWRec.Plant

FCA/DAPShip.Plant

DAPFCAEXW

Rec. Plant

Umoja System

Umoja System

TS.07 TM Plnr

Umoja System

TS.07 TM Plnr

Umoja System

Umoja System

Generate SOW

TS.07 TM Plnr


CreateDTR

CreateFreight Unit

Select FU(s) in TM

Cockpit


Calculate Charge

Estimate


Rec. PlantEXWFCADAP


DAP / EXW / FCA


DAP

T M

INTER

INTRA

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UCS TRAINING TEAM


T M

Umoja System

Umoja System


Create STR

Approve STR

Certifying Offic.



E C C

Rec. PlantEXW

Ship. Plant

DAP/FCA

Logistics User


Confirm TO

Warehouse User



Create STO

GSCC/LSCC

Approve STOApprover

TS.07 TM Plnr

Umoja System

TS.07 TM Plnr

Umoja System

Umoja System

Generate SOW

TS.07 TM Plnr


Requisitioner


Approver


Buyer

Create RFx

Buyer

Solicit


Buyer

S R M

S R M


TS.08 Freight Proc


Charges

TS.08 Freight Proc

T M

Approver Proc.


TS.07 TM Plnr

T M

Update Events

TS.07 TM Plnr

Upload Attachments

C C P

T M

TS.07 TM Plnr

Update Events

Upload Attachments

TS.05 CCP

TS.05 CCP

Upload Attachments

Update Events

INTERMission



FCA / EXW


TS.07 TM Plnr

OFFLINE

LSCC


CreateDTR

CreateFreight Unit

Select FU(s) in TM

Cockpit



Calculate Charge


FCA/EXWRec.Plant

FCA/DAPShip.Plant

DAPFCAEXW

Rec. Plant

Umoja System

Umoja System

TS.07 TM Plnr

Umoja System

TS.07 TM Plnr

Umoja System

Umoja System

Generate SOW

TS.07 TM Plnr


CreateDTR

CreateFreight Unit

Select FU(s) in TM

Cockpit


Calculate Charge

Estimate



DAP / EXW / FCA


DAP

T M

INTER

INTRA

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N

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DAPRec. Plant


UCS TRAINING TEAM

INTER & INTRA DAP, EXW & FCA Incoterms scenarios, need to be planned by the STO TM Planner (TS.07).

Freight Units linked to the Planning & Execution Group of the Receiving or Shipping Plants in TM appear in the Transportation Cockpit:

• The TM Planner chooses the type of Profile to view and Layout Settings in the Planning Profile screen

INTER/INTRA – PLANNING PROFILE (DAP/EXW/FCA)

Select FU(s) in TM

Cockpit

TS.07 TM Plnr

T M

• Or selects the Profile and Layout Set defaulted according to role to view the FUs by Incoterm (DAP, EXW and non-DAP/EXW)

Planning Profile: ZPLN_UNOE_STO

Freight Unit Selection Profile: ZPLN_UNOE_STO


UCS TRAINING TEAM

The TS.07 combines FUs according to Origin, Destination and Delivery Dates. A 7 day date range is considered when combining of FUs. Anything beyond that will result in a non-possible combination.

For DAP and FCA scenarios, the Shipping Plant’s TS.07 manages

the FUs and plans transportation proposals from origin to

destination.

For EXW scenarios, the Receiving Plant’s TS.07 manages the FUs

and plans transportation proposals from origin to

destination

INTER Mission

Transfers

INTRA Mission

Transfers

For DAP,FCA and EXW scenarios the Receiving Plant’s TS.07 manages the FUs and plans

transportation proposals from origin to destination.

T M

TS.07 TM PlnrSelect FU(s)

in TM Cockpit

INTER/INTRA – Transportation Cockpit (DAP/FCA/EXW) Scenarios


UCS TRAINING TEAM

INTER MISSION – PLANNING - DAP SCENARIO

Issuing Plant [IP]

Receiving Plant [RP]

Stock Transfer

(STO)

DAP SCENARIO

Issuing Plant [IP]

TS.07 TM STO Transportation Planner Manages Transportation of

Freight Units

Pre Receiving Plant [RP]

Main On

IP IP IPPlans Transportation

T M


in TM Cockpit


UCS TRAINING TEAM

Issuing Plant [IP]


Stock Transfer

(STO)

EXW SCENARIO

Issuing Plant [IP]


Main On

RPRPRP

INTER MISSION – PLANNING - EXW SCENARIO

T M


in TM Cockpit


Freight Units

Plans Transportation


UCS TRAINING TEAM

Issuing Plant [IP]


Stock Transfer

(STO)

FCA SCENARIO

Issuing Plant [IP]


Main On

IP

INTER MISSION – PLANNING - FCA SCENARIO

T M


in TM Cockpit


Freight Units


IP IP


UCS TRAINING TEAM

INTRA MISSION – PLANNING – DAP

Plant Location Plant Stock Transfer

(STO)

DAP SCENARIO

PrePlant

Main On

T M

Select FU(s) in TM

Cockpit


RPRPRP

Plant Location


Freight Units


UCS TRAINING TEAM


T M

Umoja System

Umoja System


Create STR

Approve STR

Certifying Offic.



E C C

Rec. PlantEXW

Ship. Plant

DAP/FCA

Logistics User


Confirm TO

Warehouse User



Create STO

GSCC/LSCC

Approve STOApprover

TS.07 TM Plnr

Umoja System

TS.07 TM Plnr

Umoja System

Umoja System

Generate SOW

TS.07 TM Plnr


Requisitioner


Approver


Buyer

Create RFx

Buyer

Solicit


Buyer

S R M

S R M


TS.08 Freight Proc


Charges

TS.08 Freight Proc

T M

Approver Proc.


TS.07 TM Plnr

T M

Update Events

TS.07 TM Plnr

Upload Attachments

C C P

T M

TS.07 TM Plnr

Update Events

Upload Attachments

TS.05 CCP

TS.05 CCP

Upload Attachments

Update Events

INTERMission



FCA / EXW


TS.07 TM Plnr

OFFLINE

LSCC


CreateDTR

CreateFreight Unit

Select FU(s) in TM

Cockpit



Calculate Charge


FCA/EXWRec.Plant

FCA/DAPShip.Plant

DAPFCAEXW

Rec. Plant

Umoja System

Umoja System

TS.07 TM Plnr

Umoja System

TS.07 TM Plnr

Umoja System

Umoja System

Generate SOW

TS.07 TM Plnr


CreateDTR

CreateFreight Unit

Select FU(s) in TM

Cockpit


Calculate Charge

Estimate



DAP / EXW / FCA


DAP

T M

INTER

INTRA

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DAPRec. Plant


UCS TRAINING TEAM

The SOW (Statement Of Work) is generated with the Freight Order creation and includes: The Outbound Delivery Number, STO document numbers as well as the Freight Orders generated from the transportation proposal

T M

Generate SOW

TM Planner

The Consignor (Issuing Plant), Consignee (Receiving Plant) and Delivery Address (Storage Location of Receiving Plant)

The Packing details as well as the selected Packaging Material/s and Handling Unit/s

INTER/INTRA Mission Transfer - SOW Document


UCS TRAINING TEAM


T M

Umoja System

Umoja System


Create STR

Approve STR

Certifying Offic.



E C C

Rec. PlantEXW

Ship. Plant

DAP/FCA

Logistics User


Confirm TO

Warehouse User



Create STO

GSCC/LSCC

Approve STOApprover

TS.07 TM Plnr

Umoja System

TS.07 TM Plnr

Umoja System

Umoja System

Generate SOW

TS.07 TM Plnr


Requisitioner


Approver


Buyer

Create RFx

Buyer

Solicit


Buyer

S R M

S R M


TS.08 Freight Proc


Charges

TS.08 Freight Proc

T M

Approver Proc.


TS.07 TM Plnr

T M

Update Events

TS.07 TM Plnr

Upload Attachments

C C P

T M

TS.07 TM Plnr

Update Events

Upload Attachments

TS.05 CCP

TS.05 CCP

Upload Attachments

Update Events

INTERMission



FCA / EXW


TS.07 TM Plnr

OFFLINE

LSCC


CreateDTR

CreateFreight Unit

Select FU(s) in TM

Cockpit



Calculate Charge


FCA/EXWRec.Plant

FCA/DAPShip.Plant

DAPFCAEXW

Rec. Plant

Umoja System

Umoja System

TS.07 TM Plnr

Umoja System

TS.07 TM Plnr

Umoja System

Umoja System

Generate SOW

TS.07 TM Plnr


CreateDTR

CreateFreight Unit

Select FU(s) in TM

Cockpit


Calculate Charge

Estimate



DAP / EXW / FCA


DAP

T M

INTER

INTRA

I

N

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DAPRec. Plant


UCS TRAINING TEAM


T M

Umoja System

Umoja System


Create STR

Approve STR

Certifying Offic.



E C C

Rec. PlantEXW

Ship. Plant

DAP/FCA

Logistics User


Confirm TO

Warehouse User



Create STO

GSCC/LSCC

Approve STOApprover

TS.07 TM Plnr

Umoja System

TS.07 TM Plnr

Umoja System

Umoja System

Generate SOW

TS.07 TM Plnr


Requisitioner


Approver


Buyer

Create RFx

Buyer

Solicit


Buyer

S R M

S R M


TS.08 Freight Proc


Charges

TS.08 Freight Proc

T M

Approver Proc.


TS.07 TM Plnr

T M

Update Events

TS.07 TM Plnr

Upload Attachments

C C P

T M

TS.07 TM Plnr

Update Events

Upload Attachments

TS.05 CCP

TS.05 CCP

Upload Attachments

Update Events

INTERMission



FCA / EXW


TS.07 TM Plnr

OFFLINE

LSCC


CreateDTR

CreateFreight Unit

Select FU(s) in TM

Cockpit



Calculate Charge


FCA/EXWRec.Plant

FCA/DAPShip.Plant

Rec. PlantDAP

Umoja System

Umoja System

TS.07 TM Plnr

Umoja System

TS.07 TM Plnr

Umoja System

Umoja System

Generate SOW

TS.07 TM Plnr


CreateDTR

CreateFreight Unit

Select FU(s) in TM

Cockpit


Calculate Charge

Estimate



DAP / EXW / FCA


DAP

T M

INTER

INTRA

I

N

T

R

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I

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DAPRec. Plant


UCS TRAINING TEAM

Issuing Plant [IP]


Stock Transfer

(STO)

DAP SCENARIO

Issuing Plant [IP]

TS.08 TM STO Freight ProcurementManages and Executes Freight orders


Main On

IP IP IPManages all FOs

From Point of OriginTo UN Location

Edit FU/FO(s) with Routes,

Dates, Charges

TS.08 Freight Proc

T M

FO FO FO

INTER MISSION – Manage Freight Orders (DAP)


UCS TRAINING TEAM

Issuing Plant [IP]


Stock Transfer

(STO)

EXW SCENARIO

Issuing Plant [IP]



Main On

RPRPRP

Manages all FOsFrom Point of Origin

to UN Location


Dates, Charges

TS.08 Freight Proc

T M

FO FO FO

INTER MISSION – Manage Freight Orders (EXW)


UCS TRAINING TEAM

Issuing Plant [IP]


Stock Transfer

(STO)

FCA SCENARIO

Issuing Plant [IP]



Main On

IP


RPRP

Manages FOsFrom Point of Origin

to Hand-Over Location

Manages FOsFrom Hand-Over

Location to UN Location

Hand-Over


Dates, Charges

TS.08 Freight Proc

T M

FO FO FO

INTER MISSION – Manage Freight Orders (FCA)


UCS TRAINING TEAM

Location in Plant Plant Stock Transfer

(STO)

DAP SCENARIO

Location in Plant Pre

Plant Main On


RPRP

Manages all FOs from Issuing Location in Plant to Receiving Location in

Plant


Dates, Charges

TS.08 Freight Proc

T M

FO FO FO

INTRA MISSION – Manage Freight Orders (DAP)

RP


UCS TRAINING TEAM


T M

Umoja System

Umoja System


Create STR

Approve STR

Certifying Offic.



E C C

Rec. PlantEXW

Ship. Plant

DAP/FCA

Logistics User


Confirm TO

Warehouse User



Create STO

GSCC/LSCC

Approve STOApprover

TS.07 TM Plnr

Umoja System

TS.07 TM Plnr

Umoja System

Umoja System

Generate SOW

TS.07 TM Plnr


Requisitioner


Approver


Buyer

Create RFx

Buyer

Solicit


Buyer

S R M

S R M


TS.08 Freight Proc


Charges

TS.08 Freight Proc

T M

Approver Proc.


TS.07 TM Plnr

T M

Update Events

TS.07 TM Plnr

Upload Attachments

C C P

T M

TS.07 TM Plnr

Update Events

Upload Attachments

TS.05 CCP

TS.05 CCP

Upload Attachments

Update Events

INTERMission



FCA / EXW


TS.07 TM Plnr

OFFLINE

LSCC


CreateDTR

CreateFreight Unit

Select FU(s) in TM

Cockpit



Calculate Charge


FCA/EXWRec.Plant

FCA/DAPShip.Plant

DAPRec. Plant

Umoja System

Umoja System

TS.07 TM Plnr

Umoja System

TS.07 TM Plnr

Umoja System

Umoja System

Generate SOW

TS.07 TM Plnr


CreateDTR

CreateFreight Unit

Select FU(s) in TM

Cockpit


Calculate Charge

Estimate



DAP / EXW / FCA


DAP

T M

INTER

INTRA

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DAPRec. Plant


UCS TRAINING TEAM

Carriers are provided with login credentials for the Umoja Carrier Collaboration Portal (CCP).

In CCP, Carriers will see the Freight Orders they are responsible for. They will be also able and responsible for submitting events related to those Stages and upload pertinent documentation as attachments:

✓ Examples of Events:

✓ Planned: Loading Start/End, Departure, Arrival, etc.✓ Unexpected: Delay, Damage, etc.

✓ Examples of Attachments: Packing List, Bill of Lading, Proof of Delivery, etc.

INTRA/INTER - Event Submission in CCP

C C P

TS.05 CCP

TS.05 CCPUpload

Attachments

Update Events

The process of Submitting Events should be repeated for every Shipping Plant’s Freight Orders as well as Receiving Plant’s FOs until the Event “Proof Of Delivery” is submitted. The submission of this event will set the

status of all the Freight Orders to Completed.

All Events/Attachments submitted via CCP are displayed in TM. In case the Carrier cannot connect to CCP, Umoja roles “TS.07 TM STO Transportation Planner” can update the related events/attachments directly in the TM module. These Events/Attachments are also displayed in CCP

Once the first event is submitted, the FO execution status changes to “In Execution”. No changes in the route are further allowed.

In case of INTRA mission scenarios (only DAP incoterm), “TS.07 TM Planner” will update the related events/attachments directly in the TM module too.


UCS TRAINING TEAM


T M

Umoja System

Umoja System


Create STR

Approve STR

Certifying Offic.



E C C

Rec. PlantEXW

Ship. Plant

DAP/FCA

Logistics User


Confirm TO

Warehouse User



Create STO

GSCC/LSCC

Approve STOApprover

TS.07 TM Plnr

Umoja System

TS.07 TM Plnr

Umoja System

Umoja System

Generate SOW

TS.07 TM Plnr


Requisitioner


Approver


Buyer

Create RFx

Buyer

Solicit


Buyer

S R M

S R M


TS.08 Freight Proc


Charges

TS.08 Freight Proc

T M

Approver Proc.


TS.07 TM Plnr

T M

Update Events

TS.07 TM Plnr

Upload Attachments

C C P

T M

TS.07 TM Plnr

Update Events

Upload Attachments

TS.05 CCP

TS.05 CCP

Upload Attachments

Update Events

INTERMission



FCA / EXW

INTRAMission TransfersReceiving Plant

DAP

TS.07 TM Plnr

OFFLINE

LSCC


CreateDTR

CreateFreight Unit

Select FU(s) in TM

Cockpit



Calculate Charge


FCA/EXWRec.Plant

FCA/DAPShip.Plant

DAPRec. Plant

Umoja System

Umoja System

TS.07 TM Plnr

Umoja System

TS.07 TM Plnr

Umoja System

Umoja System

Generate SOW

TS.07 TM Plnr


CreateDTR

CreateFreight Unit

Select FU(s) in TM

Cockpit


Calculate Charge

Estimate



DAP / EXW / FCA


DAP

T M

INTER

INTRA

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DAPRec. Plant


UCS TRAINING TEAM

Issuing Plant [IP]


Stock Transfer

(STO)

DAP SCENARIO

Issuing Plant [IP]


Main On

IP IP IPSubmits Expected and

Unexpected Events in TM

FO FO FO

INTER MISSION – Manage Events (DAP)

INTERMission


Update Events

TS.07 TM Plnr

TS.07 TM STO Transportation Planner Manages Events in TM


UCS TRAINING TEAM

Issuing Plant [IP]


Stock Transfer

(STO)

EXW SCENARIO

Issuing Plant [IP]


Main On

RPRPRP

FO FO FO

INTER MISSION – Manage Events (EXW)

Submits Expected and Unexpected Events in TM


INTERMission

TransfersReceiving Plant

Update Events

TS.07 TM Plnr


UCS TRAINING TEAM

Issuing Plant [IP]


Stock Transfer

(STO)

FCA SCENARIO

Issuing Plant [IP]


Main On

IP RPRP

Hand-OverFO FO FO

INTER MISSION – Manage Events (FCA)


for Accountable FOs



for Accountable FOs


INTERMission TransfersShipping Plant & Receiving Plant

Update Events

TS.07 TM Plnr


UCS TRAINING TEAM

Location in Plant Plant Stock Transfer

(STO)

DAP SCENARIO

Location in Plant Pre

Plant Main On

RPRP

FO FO FO

INTRA MISSION – Manage Events (DAP)

RPSubmits Expected and

Unexpected Events in TM


INTRAMission TransfersReceiving Plant

DAP

Update Events

TS.07 TM Plnr


UCS TRAINING TEAM

48

THANK YOU!

Questions?


UCS TRAINING TEAM

transportation management - end to end - intra & …...& the derivations in the tm system...

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