Transportation Management with SAP S/4HANA

Información

• Editorial: SAP PRESS
• Autores: Bernd Lauterbach, Jens Gottlieb, Meike Helwig, Christopher Sürie, Ulrich Benz
• Año: 2023
• Edición: 4
• Páginas: 1088
• Idioma: Inglés

Descripción

The definitive book on TM is back! See how transportation management fits into your SAP S/4HANA landscape and find out what’s new for basic and advanced TM. Walk through master data to get your transportation network up and running. Then follow step-by-step instructions to set up and use embedded TM functionality in SAP S/4HANA for transportation planning, freight order management, transportation execution, charge management, and more. Round out your implementation with detailed integration scenarios, migration tips, and best practices.

• Implement basic and advanced TM in SAP S/4HANA
• Master transportation planning, freight order management, carrier selection, and more
• Calculate and settle charges with LSPs and customers

Aspectos Destacados

• Basic and advanced TM
• Master data
• Transportation planning
• Freight order management
• Subcontracting
• Execution and monitoring
• Transportation compliance
• Charge management
• Calculation and settlement
• Logistics service providers (LSPs)
• Integration
• Best practices

Aprenderás sobre

• Configuration:
  Set up master data for TM in SAP S/4HANA. Configure general master data such as business partners and materials, manage equipment types and resources, and get your transportation network up and running.
• Core Processes:
  Follow step-by-step instructions to transport your goods. Perform manual and automated planning, manage orders and capacities, execute and monitor your transports, calculate and settle charges, and more.
• Integration:
  Create a seamless transportation landscape. Connect to key solutions such as SAP Business Network for Logistics and SAP Global Trade Services. Explore the latest integration scenarios, including extended warehouse management (EWM) and advanced shipping and receiving.

Tabla de Contenidos

• Preface
• How This Book Is Organized
• Target Audience
• Acknowledgments

• Introduction
• Transportation as Part of Industry Processes
• Transportation Processes, Movements, and Roles
• Transportation Management System Functional Areas
• Transportation in the Digital Age

• 1 Transportation Management Foundation
• 1.1 Standard Software for Transportation
• 1.1.1 Standard Software as a Foundation of Enterprise IT
• 1.1.2 The Move from SAP Business Suite to SAP S/4HANA
• 1.2 SAP S/4HANA as a Future-Proof Platform
• 1.2.1 Features and Concepts of an SAP S/4HANA System
• 1.2.2 SAP S/4HANA and Basis Support
• 1.2.3 On-Premise and Cloud Deployment
• 1.2.4 TM Deployment and Integration Options
• 1.3 RISE with SAP and Its Components
• 1.3.1 SAP Business Technology Platform
• 1.3.2 Business Process Transformation
• 1.3.3 SAP Business Network Applications
• 1.4 TM as Part of SAP S/4HANA
• 1.4.1 SAP Transportation Management
• 1.4.2 SAP S/4HANA Enterprise Management
• 1.4.3 SAP S/4HANA Products
• 1.4.4 SAP Business Network Global Track and Trace
• 1.4.5 SAP Business Network for Logistics
• 1.4.6 Components for SAP Business Suite
• 1.4.7 Functional Overview of TM
• 1.4.8 TM Operations Example
• 1.5 Summary

• 2 Solution Architecture and Technological Concepts
• 2.1 Technological Foundation of TM
• 2.1.1 Storing Data in the Business Object Processing Framework
• 2.1.2 Data Processing with the Business Object Processing Framework
• 2.1.3 Business Add-Ins
• 2.2 User Interface Technologies
• 2.2.1 SAP Fiori Launchpad
• 2.2.2 Floorplan Manager and Floorplan Manager BOPF Integration
• 2.2.3 Defining User-Specific Roles, Catalogs, and Menus
• 2.2.4 Customizing Screen Areas
• 2.3 Frameworks and Tools Used throughout TM
• 2.3.1 Condition Framework Using the Business Rules Framework
• 2.3.2 Incompatibilities
• 2.3.3 Post Processing Framework
• 2.3.4 Document Creation
• 2.3.5 Optimizer
• 2.3.6 Process Controller Framework
• 2.3.7 bgRFC Trigger
• 2.4 Integration Technology with TM
• 2.4.1 SOA-Based Integration with SAP Process Integration
• 2.4.2 Integration with SAP Process Integration without Predefined Content
• 2.4.3 TOR Generic Interface
• 2.4.4 RFC-Based Communication
• 2.5 Summary

• 3 Master Data
• 3.1 General Master Data
• 3.1.1 Organizational Structure
• 3.1.2 Business Partner
• 3.1.3 Materials
• 3.1.4 Dangerous Goods
• 3.1.5 Master Data Creation and Integration
• 3.2 Transportation Network
• 3.2.1 Locations
• 3.2.2 Transportation Zones
• 3.2.3 Transportation Lanes
• 3.2.4 Schedules
• 3.2.5 Transshipment Locations
• 3.2.6 Default Routes
• 3.2.7 Trade Lanes
• 3.2.8 Transportation Network Cockpit and Worklist
• 3.2.9 Integration of Geographical Services
• 3.3 Equipment Types and Resources
• 3.3.1 Mode and Means of Transport
• 3.3.2 Equipment Types and Groups
• 3.3.3 Vehicle Types and Resources
• 3.3.4 Container Types and Resources
• 3.3.5 Calendar and Handling Resources
• 3.4 Summary

• 4 Transportation Requirements and Order Management
• 4.1 Triggering the Transportation Management Process
• 4.1.1 Sales Order Integration
• 4.1.2 Integration of Materials Management Orders
• 4.1.3 Integration Scenarios
• 4.1.4 Order-Based and Delivery-Based Transportation Requirements
• 4.1.5 Integration of Scheduling Agreements
• 4.2 Forwarding Orders and Forwarding Quotations
• 4.2.1 Forwarding Order Document
• 4.2.2 Charge Estimation
• 4.2.3 Forwarding Quotations
• 4.2.4 Creating Orders and Quotations with Reference
• 4.3 Summary

• 5 Transportation Planning
• 5.1 Documents and Decisions
• 5.2 Freight Units
• 5.2.1 Freight Unit Definition
• 5.2.2 Properties of Freight Units
• 5.2.3 Creating Freight Units
• 5.3 Unified Package Building
• 5.3.1 Overview
• 5.3.2 Integration into the Planning Process
• 5.3.3 Packing Instructions
• 5.3.4 Packaging Specification
• 5.3.5 Package Building
• 5.4 Transportation Units
• 5.4.1 Transportation Units versus Freight Units, Freight Documents, and Consignment Orders
• 5.4.2 Trailer Units
• 5.4.3 Railcar Units
• 5.4.4 Container Units
• 5.4.5 Package Units
• 5.5 Normalized Quantities
• 5.5.1 Normalized Quantity and Additional Normalized Quantity
• 5.5.2 Normalized Quantity per Product and Unit of Measure
• 5.5.3 Planning with Normalized Quantities
• 5.6 Planning Strategies, Profiles, and Settings
• 5.6.1 Planning Strategies
• 5.6.2 Profiles and Settings
• 5.7 Manual Planning
• 5.7.1 Transportation Cockpit
• 5.7.2 Page Layouts
• 5.7.3 Hierarchical View and Dual View
• 5.7.4 Map
• 5.7.5 Gantt Chart
• 5.7.6 Load Plan
• 5.7.7 Selection Criteria and Profile and Layout Sets
• 5.7.8 Working in the Transportation Cockpit
• 5.7.9 Transportation Proposal
• 5.7.10 Scheduling
• 5.8 Automated Planning
• 5.8.1 Background Planning and Vehicle Scheduling and Routing
• 5.8.2 Configuring Optimizer Settings
• 5.8.3 Vehicle Scheduling and Routing: Planning Objectives
• 5.8.4 Vehicle Scheduling and Routing: Planning Constraints
• 5.8.5 Vehicle Scheduling and Routing: Optimization Algorithm
• 5.8.6 Explanation Tool
• 5.8.7 Load Consolidation
• 5.8.8 Load Planning
• 5.9 Integration to an External Transportation Management System
• 5.10 Summary

• 6 Freight Order Management and Subcontracting
• 6.1 Freight Orders
• 6.1.1 Configuration and User Interface
• 6.1.2 Freight Order Items
• 6.1.3 Special Processes with Freight Orders
• 6.1.4 Service Orders
• 6.2 Freight Bookings
• 6.2.1 Ocean Freight Bookings
• 6.2.2 Air Freight Bookings
• 6.3 Consignment Orders
• 6.3.1 Process and Creation
• 6.3.2 Configuration and User Interface
• 6.4 Capacity Management
• 6.4.1 Process
• 6.4.2 Systematically Creating Schedule-Based Freight Documents
• 6.4.3 Schedule Change Management
• 6.4.4 Allocations
• 6.4.5 Business Shares
• 6.5 Carrier Selection
• 6.5.1 Process
• 6.5.2 Objective of the Carrier Selection Optimizer
• 6.5.3 Constraints
• 6.5.4 Configuration
• 6.6 Freight Tendering
• 6.6.1 Configuration
• 6.6.2 Tendering Process
• 6.6.3 Freight Tendering with SAP Business Network for Logistics
• 6.7 Summary

• 7 Transportation Execution and Monitoring
• 7.1 Transportation Execution
• 7.1.1 Document Creation
• 7.1.2 Discrepancies
• 7.1.3 Export/Import Processing
• 7.1.4 Statuses of Execution Documents
• 7.2 SAP Event Management
• 7.2.1 Event Handlers and Event Messages
• 7.2.2 Event Management Process
• 7.2.3 Setup and Configuration
• 7.2.4 Event Messages and Event Processing
• 7.2.5 End User Interaction, Lists, and Background Processing
• 7.2.6 Integrating SAP Event Management with Other Components
• 7.3 SAP Business Network Global Track and Trace
• 7.3.1 Architecture and Features
• 7.3.2 Integration Scenarios
• 7.4 Summary

• 8 Transportation Compliance
• 8.1 SAP Global Trade Services
• 8.1.1 Functional Overview
• 8.1.2 International Trade
• 8.1.3 Integration of SAP GTS and TM
• 8.1.4 Export Compliance for Sanctioned Party Screening and Embargo Checks
• 8.1.5 Export Customs Services
• 8.1.6 Import Customs Services
• 8.2 External Compliance Service Providers
• 8.3 Dangerous Goods
• 8.3.1 Dangerous Goods Regulations
• 8.3.2 Dangerous Goods Classification
• 8.3.3 Requirements for Dangerous Goods Checks in Transportation
• 8.3.4 Dangerous Goods Checks Configuration for TM
• 8.3.5 Dangerous Goods Content Loader
• 8.3.6 TM Application-Level Setup for Dangerous Goods Support
• 8.3.7 Dangerous Goods Data and Checks in TM
• 8.4 Summary

• 9 Transportation Charge Management
• 9.1 Charge Calculation Master Data and Customizing
• 9.1.1 Freight Agreements
• 9.1.2 Calculation Sheet
• 9.1.3 Charge Type
• 9.1.4 Rate Table
• 9.1.5 Scale
• 9.2 Contract Determination
• 9.2.1 Contract Determination Logic
• 9.2.2 Configuration of Contract Determination
• 9.3 Charge Calculation Logic
• 9.3.1 Basics
• 9.3.2 Mode-Specific Calculation for Road and Rail Freight
• 9.3.3 Event-Based Charges
• 9.3.4 Charge Calculation Analysis and Charge Estimation
• 9.4 Strategic Freight Procurement
• 9.4.1 Functional Overview
• 9.4.2 Freight Agreement RFQ Process
• 9.5 Summary

• 10 Charge Settlement
• 10.1 Charge Settlement and Billing
• 10.1.1 Creating Freight Settlement Documents
• 10.1.2 Structure of Freight Settlement Documents
• 10.1.3 Integrating Freight Settlement Documents with Materials Management
• 10.1.4 Collaboration Portal Access
• 10.1.5 Dispute Management
• 10.1.6 Credit Memos for Freight Orders
• 10.2 Cost Distribution
• 10.3 Summary

• 11 Charge Calculation and Settlement for Logistics Service Providers
• 11.1 Charge Calculation Master Data
• 11.1.1 Forwarding Agreements
• 11.1.2 Internal Agreements
• 11.1.3 Service Products and Standard Operating Procedures
• 11.2 Charge Calculation Logic
• 11.2.1 Charge Calculation for Air Freight
• 11.2.2 Charge Calculation with Freight Forwarders
• 11.2.3 Charge Calculation for Container Management
• 11.3 Billing and Settlement
• 11.3.1 Creating Forwarding Settlement Documents
• 11.3.2 Structure of Forwarding Settlement Documents
• 11.3.3 Integrating Forwarding Settlement Documents with Sales and Distribution in SAP S/4HANA
• 11.3.4 Business Scenarios in the Forwarding Settlement Process
• 11.3.5 Internal Settlement
• 11.3.6 Margin Analysis
• 11.4 Increased Flexibility in Billing and Invoice Verification
• 11.5 Strategic Customer Contract Management
• 11.5.1 Constraints, Expectations, and Activities in Customer RFQ Management
• 11.5.2 RFQ Management Process
• 11.5.3 Strategic Freight Selling Functions
• 11.6 Summary

• 12 Integration with Other Components
• 12.1 Analytics
• 12.1.1 Embedded Analytics with SAP S/4HANA
• 12.1.2 Analytics Base Layer
• 12.1.3 Transportation Scenarios in SAP Analytics Cloud
• 12.1.4 Transportation Management in SAP Business Warehouse
• 12.1.5 Transportation Management in SAP BW/4HANA
• 12.2 Integration with Extended Warehouse Management
• 12.2.1 Introduction to EWM
• 12.2.2 Execution Based on Deliveries and Transportation Units
• 12.2.3 Integration with EWM for Transit Warehouses
• 12.2.4 Warehouse Billing
• 12.3 Advanced Shipping and Receiving
• 12.3.1 Simplifications
• 12.3.2 Warehouse-Driven Execution
• 12.3.3 Transportation-Driven Execution
• 12.3.4 Customs Integration
• 12.3.5 Returns Handling
• 12.4 SAP Transportation Resource Planning
• 12.4.1 Integration Overview
• 12.4.2 Features
• 12.4.3 User Interface
• 12.5 SAP Yard Logistics
• 12.5.1 Integration Overview
• 12.5.2 Features
• 12.5.3 User Interface
• 12.5.4 Mobile Scenarios
• 12.5.5 Integration with Other Systems and Devices
• 12.6 SAP Business Network for Logistics
• 12.6.1 SAP Business Network Freight Collaboration
• 12.6.2 Further Solution Capabilities
• 12.7 SAP Direct Distribution
• 12.8 Summary

• 13 Migrating to and Running TM in SAP S/4HANA
• 13.1 Moving SAP TM from SAP Business Suite to SAP S/4HANA
• 13.2 Large and Performance-Critical TM Installations
• 13.2.1 Use Case for Large Installations
• 13.2.2 General Performance Considerations
• 13.2.3 Example of System Enhancement
• 13.3 System Monitoring
• 13.3.1 Web Services
• 13.3.2 Document Error Handling
• 13.3.3 Optimizer Logs
• 13.3.4 Dump Analysis
• 13.3.5 Application Log
• 13.3.6 bgRFC Trigger
• 13.4 Manage Data Volume
• 13.4.1 Data Avoidance
• 13.4.2 Data Deletion
• 13.4.3 Data Archiving
• 13.5 Summary

• 14 Implementation Best Practices
• 14.1 Use of Central Control Elements in TM Setup
• 14.1.1 Define Means of Transport
• 14.1.2 Structure Equipment Types and Groups
• 14.1.3 Balance Freight Unit Complexity
• 14.1.4 Structure Charging Rules and Rates
• 14.1.5 Other Planning Configuration Settings
• 14.1.6 Structure and Name Your Data Well
• 14.2 Optimize the Sequence of TM Configuration
• 14.3 Scenario Builder
• 14.4 Consider TM’s Strengths and Limitations
• 14.5 Risks and Change Processes with TM Projects
• 14.6 Customer Onboarding in TM Installations for LSPs
• 14.7 Enhancements for TM
• 14.8 Summary

• 15 Summary and Outlook

• A Abbreviations

• B The Authors

• Index

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