vehicle and hauler related processes with pat data collation

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Logistics Automation with SAP Secondary Distribution Management (SAP SDM) Vehicle and Hauler related documents in PAT

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Logistics Automation with SAP Secondary Distribution

Management (SAP SDM)

Vehicle and Hauler related documents in PAT

© 2015 SAP AG or an SAP affiliate company. All rights reserved. 2

Agenda

Vehicle and Hauler related Data Collation

Plant determination strategy

Difference clearance

Differences and tolerances

Reclassification / Transfer posting

Supported Processes

© 2015 SAP AG or an SAP affiliate company. All rights reserved. 3

Vehicle and Hauler related Data Collation

Manage logistic processes related to a specific vehicle or

a hauler company

• After-the-fact posting of loading and unloading steps

• Dramatic reduction of manual data entry for logistic

processes

• Control about gains and losses

© 2015 SAP AG or an SAP affiliate company. All rights reserved. 4

Simple data entry for complex business processes

Responsible

hauler company

Load from own stock

Unloading to customer

sales order

Left on board quantity

Losses on vehicle

© 2015 SAP AG or an SAP affiliate company. All rights reserved. 5

Simple data entry for complex business processes

Load from own stock

Unloading to customer

sales order

Left on board quantity

Losses on vehicle

Posted documents

Savings: enter 1 document, create 11 documents automatically

© 2015 SAP AG or an SAP affiliate company. All rights reserved. 6

PAT Document Creation

Vehicle

Hauler Company

Additional Header Data

Relate your processes to a vehicle or a hauler company by assigning it in

the document header information

© 2015 SAP AG or an SAP affiliate company. All rights reserved. 7

Powerful Reporting Add POWL Lists to your user role for detailed and fast analysis

Process Analysis

Truck Quantity Analysis

Storage Reports

© 2015 SAP AG or an SAP affiliate company. All rights reserved. 8

Manage Gains & Losses during transport

Own fleet

Document type VEHICLE

Application /PAT/DCV_VP_TCD

Hauler

Document type FWDAGENT

Master Data /PAT/DCV_HP_TCD

Transaction /PAT/DC_FA

Left on board quantities

Usually remain on vehicle

Dedicated plant for left on board

quantities possible

Quantity checks

Keep Loading and unloading quantities

balanced

Quantity view per material / valuation type

Balancing can be achieved by

Left on board postings

Posting of differences

© 2015 SAP AG or an SAP affiliate company. All rights reserved. 9

Manage Gains & Losses during transport

Quantity overview

• Quantity view per material /

valuation type

• Summary table of loading and

unloading

• Chart about loading, on board

and unloading

© 2015 SAP AG or an SAP affiliate company. All rights reserved. 10

Plant determination strategy

Document Supplementation

„Plant determination“ in PAT Customizing

PAT Processes General Define Document Supplementation

Strategy is assigned Item Type level

STGETRANSP (Storage data from means of transport)

STGELOAD (Storage data from last loading)

Other strategies can be defined using own event methods

Postings for unloading items

Uses plant / storage loc. from item line

Posts

Transfer postings to item plant, if not equal to means of transport plant

© 2015 SAP AG or an SAP affiliate company. All rights reserved. 11

Adjustment of differences

Manual Adjustment

Automatic Adjustment

By Toolbar function

Assignment in DC Customizing

Data Collation Documents Specify Document

Type

Event methods

Called for every …

negative difference inside a document

Overall difference of a document

The event controls …

Where a difference item is inserted

Data used for difference item creation

Possible aggregation of difference items

Delivered Methods Gain at beginning, loss at end (with aggregation)

Adjustment before unloading (without aggregation)

© 2015 SAP AG or an SAP affiliate company. All rights reserved. 12

Differences and Tolerances

Transaction /PAT/DCV_VD_TCD

Tolerance Check during document

incompleteness check

Event method

Provides basis for tolerance calculation

Called for each item with differences

Basis for calculation has to be aligned with tolerance

check

Delivered calculation basis methods

Total loaded quantity

Loaded quantity at measurement point

• Event for processing exceeded

tolerances • Delivered responses

• Error

• Warning

• Error if no reason

© 2015 SAP AG or an SAP affiliate company. All rights reserved. 13

Reclassification / Transfer Posting

Reclassification

Automated with transaction

/PAT/DC_REBRAND_TCD

Manually directly in Data Collation

Document

Configuration in Data Collation

Customizing

Data Collation Documents Specify Item Type

Transfer Posting

Activated in customizing by ‘Transfer Posting

Mode: Multi-Step’

Event Method in Data Collation Customizing

Data Collation Documents Specify Item Type

Delivered Methods

Material (309), Plant (301), Storage Location (311)

previously strategy M01

© 2015 SAP AG or an SAP affiliate company. All rights reserved. 14

Processes

Internal Postings

Forwarding

Agent

Vendor

Own Plant Own Plant

Unloading Sales

Loading Carrier Loading

Own Plant

Flush

Differences

Customer

Customer

Returns Loading

Carrier Loading

Stock Transfer

Storage Supply

Overview

LPC LPO

XXX XXX

LOS XLO

Unloading type Cancellation type

LPN XLP

LRC LRO LRR XLR

USC USO USD XUS

USN

UOS XUO

VFL

VDG VDL

VPL

XVPL

VLB

XVLB

XXX Loading type XXX Other

LDC

LDC

RUS

UST USTN XUST

© 2015 SAP AG or an SAP affiliate company. All rights reserved. 15

Available Loading Processes - I

From supplier

LPC (Load Purchase Contract)

LPO (Load Purchase Order)

LPN (Load Purchase No Document)

XLP (Cancel Load Purchase)

From own stock

LOS (Load Own Stock)

XLO (Cancel Load Own Stock)

Item Type in Classic Data Collation

BLK

BLB

SBK

BLE, BLZ

SBE

© 2015 SAP AG or an SAP affiliate company. All rights reserved. 16

Available Loading Processes - II

With reference to Data Collation document

LDC (Load Data Collation)

XLDC (Cancel Load Data Collation)

From customer

LRC

LRO

LRR

XLR

Item Type in Classic Data Collation

BXS

SXS

BRK

BRA

© 2015 SAP AG or an SAP affiliate company. All rights reserved. 17

Available Internal Processes

Differentials (Gains & Losses)

VDG (Vehicle Difference Gain)

VDL (Vehicle Difference Loss)

Flushes

VFL (Vehicle Flush)

Left on board

VPL (Vehicle Prior-To-Load)

VLB (Vehicle Left-On-Board)

XVPL (Cancel Vehicle Prior-To-Load)

XVLB (Cancel Vehicle Left-On-Board)

Item type in classic Data Collation

Positive DIF

Negative DIF

ISP

BLR

ELR

© 2015 SAP AG or an SAP affiliate company. All rights reserved. 18

Available Unloading Processes

At customer

USC (Unload Sales Contract)

USO (Unload Sales Order)

USD (Unload Sales Delivery)

USN (Unload Sales No Document)

XUS (Cancel Unload Sales)

RUS (Returns Unload Sales)

To own stock

UOS (Unload Own Stock)

XUO (Cancel Unload Stock)

UST (Unload Stock Transfer Order)

USTN (Unload Stock Transfer No Document)

XUST (Cancel Unload Stock Transfer)

Item type in classic Data Collation

ELK

ELA, EZA, EAS

ELL, EZL

ELU

SLA, SEK

ELE, ELS

EUB

ELT

© 2015 SAP AG or an SAP affiliate company. All rights reserved. 19

Learn more

SAP Solutions for IS-OIL Downstream

Explore Downstream Solutions in the SAP Solution Explorer

Read details about the OGSD 7.0 Release

Free OGSD Online Training

Check out our course material at openSAP

Online Help

OGSD Online Documentation available on SAP Help Portal

© 2015 SAP AG or an SAP affiliate company. All rights reserved.

Thank you

Contact information:

Matthias Pimiskern

Solution Manager Oil & Gas

[email protected]

© 2015 SAP AG or an SAP affiliate company. All rights reserved. 21

© 2015 SAP AG or an SAP affiliate company. All rights reserved.

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