SAP - R/3 Logistics Execution

Transportation Application component

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component

Objectives

Obtain an overview of the Transportation Component

Identify the most important business processes in Transportation

Understand the integration with otherR/3 Components

Objectives

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R/3 Components

DefinitionA shipment is a collection of inbound or outbound deliveries that are shipped together

Effective transportationDeliveries are shipped on time and are received on schedule at the customers site

Transportation Basics

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Transportation-Essential functions

Transportation and shipment cost processing

Shipments in R/3

Vendor to Plant

Plant to Customer

Plant to Plant

Inbound Shipment

Outbound Shipment

Stock transfer Shipment

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Plant to Plant Stock transfer Shipment

Basic Process

Sales order

Delivery

Shipment

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Shipment

Post goods Issue

Billing

Shipment document- Functions

Combining outbound deliveries

Assigning service agents, modes of transport, shipment types etc

Planning and monitoring deadlines

Specifying deadlines

Cross delivery packing and creation of shipping units

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Cross delivery packing and creation of shipping units

Creation of shipment outputs

Recording of shipment texts

Recording partner determination

Organizational Structure

Company code

Plant Transportation planning point

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Storage location Shipping point

Loading pointWarehouse number

Header data

Central point in the company for transportation

Plans, processes, monitors shipments

Transportation Planning point

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Location or group of people responsible for processing

Assigned to one company code

Not linked to other organizational units

Different shipment types model the different scenarios.

The scenarios have different requirements such as different processing types or modes of transport.

Shipment types-Scenarios

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Road Rail Sea Air

Header data

Shipment type Transportation planning point Route Deadlines Status

Shipment document - Structure

Item data

Outbound deliveries

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Status

Header Data

Shipment Type

TPP

Route

Deadline

Status

Item data

Outbound Deliveries -1

Outbound Deliveries -2

Outbound Deliveries - 3

Shipment Type- characteristics

Leg determination type

Completion type

Processing control

Service level

Shipping type

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Shipping type

Leg indicator

Copying data

Output determination

Text determination

Default values

Individual shipment

Collective shipment

Transportation chain

Shipment Types

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Transportation chain

One or more outbound deliveries

Single point of departure and destination

Individual Shipment

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Mostly one mode of transport

One shipment document is created

One or more outbound deliveries

One or more points of departure and destination

Collective Shipment

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One mode of transport

One shipment document

One or more outbound deliveries

One or more points of departure and destination

Transportation Chain

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Various modes of transport

Several shipment documents have to be created

Delivery type

Delivery item category

Transportation relevance - Control

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Route

Transportation Configuration

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Delivery type Configuration

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Check this check box to make LF delivery type relevant for transportation

Delivery Item category Configuration

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Check this check box to make TAN item category relevant for transportation

Route relevance Configuration

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Check this check box to make 000001 Northern route relevant for transportation

Selection criteria

Destination

Grouping of deliveries

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Point of departure

Due date

Transportation Planning

Manual creation

Manual creation using planning proposal

Automatic creation using collective processing- online or background

Shipment Creation

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background

Interfaced to an external Transportation planning system

Determining and commissioning the service agent

Scheduling the deadlines

Determining the stages

Determining the means of transport

Shipment Processing - Functions

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Checking in the means of transport

Loading the means of transport

Entering texts

Generating output

Posting goods Issue

Stages contain information on the geographical characteristics of a shipment.

Basis for calculation of shipment costs :

Stage types: Leg, Load transfer point, Border crossing point Leg: Connection between starting and end points (transportation

connection point , shipping point , unloading point) Load transfer point : Location where a shipment is transferred from one

Shipment Stages

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Load transfer point : Location where a shipment is transferred from one means of transport to another

Border crossing point : Location where a shipment crosses the border

Each stage can have service agent, deadlines, distance , shipment cost relevanceDeliveries can be assigned to the individual stages

Initiating it in the shipment document

Setting status Planned in the Shipment header

Six different procedures provided by the system

Leg determination indicator assigned to shipment type

Automatic leg determination

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Leg determination indicator assigned to shipment type

Example- Leg determination based on pick-up sequence and itinerary

General shipment document ALTR

Outputs

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Bill of lading CMR

General notes

Loading notes

Texts

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Notes to forwarding agents

Driver information

Shipment document Creation

T-Code VT01N

Assign Shipment route all the details will come

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Shipment document Creation

Give the shipment point the deliveries belongs to that

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deliveries belongs to that point will assign to this shipment.

Shipment Creation using collective processing

T-code : VT04

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Collective processing Shipment

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Note the deliveries combined for creation of shipment Record the shipment number

Setting Status

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Set status by clicking on all the buttons

Setting Status

Planned - Transportation planning is complete

Check-in - Vehicle has arrived at the plant

Loading start - Vehicle is being loaded or unloaded

Loading end - Loading/unloading has finished

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Loading end - Loading/unloading has finished

Shipment completion - Vehicle leaves plant

Shipment start - Shipment begins

Shipment end - Shipment ends

Question Time

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Session Closure

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Shipment Cost Processing

Functions

Calculate the shipment costs

Account assignment : Assign the costs in FI-CO

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Transfer the costs to FI-CO

Settle the costs with the service agent

Requirements for Shipment Cost processing

The shipment must be relevant for shipment costs

The shipment document must have the necessary overall status.

Number range must be defined for shipment cost

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Shipment cost types to be defined

Shipment cost item categories must be defined and assigned to the shipment cost documents

Requirements for Shipment Cost processing

For each shipment type, shipment cost relevance for header, leg , border crossing point and load transfer point.

The shipment cost document type must be assigned to the shipment type document

Define shipment type procedure group and assign to Shipping type

Define item procedure group and assign to shipment item category

Define service agent procedure group and assign to vendor master

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Define service agent procedure group and assign to vendor master

Shipment cost pricing procedure must be determined based on shipment type procedure group, item procedure group, Service agent group

Assign Pur org, Pur group and plant to transpn planning point and shipment cost type

Automatic G/L determination

Shipment Cost- Configuration

Define number range for Shipment Costs

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Define number range for Shipment Costs

Shipment Cost Type

The shipment cost document is the central object for shipment cost processing.

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Define Shipment Cost Types

Item Categories

41Define Item Categories

Assignment of Item category to Shipment Cost type

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Assign Item Category to Shipment Costs

Assignment of Shipment Cost type to Shipment type

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Assign Shipment Cost type to Shipment type

Shipment Cost relevance

44Define Shipment Cost relevance

Pricing Configuration

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Shipping Type Procedure group

46Define Shipping type procedure group

Assignment of Shipping type Procedure group

47Assign Shipping type procedure group to Shipping type

Definition of Item Procedure groups

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Define Item procedure group

Assignment of Item Procedure groups

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Assign Item procedure group

Service Agent for Shipment Cost

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Define Service agent Procedure Group

Determination of Pricing procedure

51Determine Pricing Procedure

Assignment of Purchasing data

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Assignment of Purchasing Data to transportation planning point and Shipment Cost type

G/L Account Determination

53G/L account Determination for Inventory Posting with GBB Transaction and VBR General Modifier Key

G/L Account Determination

54G/L account Determination with WRX Transaction

Shipment Cost Document- Structure

Shipment cost header

General information such as status, reference and administrative info is

provided.

Shipment cost Item

General data such as service agent, pricing and settlement date, tax

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General data such as service agent, pricing and settlement date, tax

amount and tax base amount, company code, plant, purchasing

organization

Shipment cost sub-item

Shipment costs are calculated at shipment cost sub-item level.

Calculations Bases

Calculation base determines the origin of data that is used

during pricing as a basis for the condition type.

Possible values for calculation base are delivery, delivery item,

shipment header and shipment cost item

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Calculation base is assigned to condition type

Costs can be apportioned at delivery item level, although costs

can be calculated using shipment cost calculation base.

Shipment Cost Settlement

Account assignment

G/L account determination

Assignment for controlling

Transfer to Financial accounting

Purchase order determination

Creation of service entry sheet

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Creation of service entry sheet

Establishment of accruals

Invoice creation

Manual invoice verification

Transfer to Financial Accounting

To establish accruals

This requires the entry and acceptance of services performed

The basis for service entry sheet is the service order determined

This external service order should have been created in

purchasing

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Service order should include service agent, purchasing

organization, purchasing group, plant and item category.

Manual Invoice Verification

Invoice verification is done on receipt of invoice from service

agent

This involves creation of invoice in the system

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Verification of this invoice

Posting it manually

Sales Order CreationT-Code: VA01

Enter sales document type, sales org, distribution channel and division

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Enter sold to party, purchase order no, date, material and qty

Delivery CreationT-Code: VL01N

Enter shipping point, selection date and sales order number

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Enter the picking qty

Shipment Document Creation

T-Code VT01N

Assign Shipment route all the details will come

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Shipment Document Creation

Give the shipment point the deliveries belongs to

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the deliveries belongs to that point will assign to this shipment.

Shipment Creation using Collective Processing

T-Code : VT04

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Collective Shipment Processing

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Record the shipment numberNote the deliveries combined for creation of shipment

Setting Statuses

66Set statuses by clicking on all the buttons

Shipment Cost Creation

T-Code: VI01

Enter shipment number and shipment cost type

67Click on item ->details and then on the button shown

Account Assignment

Check account assignment and save

The field Assigned shows status as C

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Check the transfer check box and save and a service

entry sheet will be generated based on a

manual service purchase order

Invoice Verification T-Code: MRRL

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Enter company code, plant and Vendor and execute for generation of Invoice verification

Shipment Process Tables

Table Description

VTFA Shipment Document Flow

VTPA Shipping Partner

VTSP Stage of Transport / Item Allocation

VTTK Shipment Header

VTTP Shipment Item

VTTS Stage of Shipment

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VTTS Stage of Shipment

VFKK Shipment Costs: Header Data

VFKN Account Determination in Shipment Costs Item

VFKP Shipment Costs: Item Data

VFPA Partner for Shipment Costs

VFSI Shipment Costs: Sub-item Data

VFZP Correct Original Assignment of Conditions

VFSCAH Scale Header

Question Time

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Session Closure

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