SCM611_EN_Col92_FV_Part_A4 (第2页)

第 47 页 / 共 341 页

SCM611 Lesson: Shipment Types

Solution 3: Controlling Transportation

Task 1:

Caution: Forthefollowingexercises,onlydisplaythesettings. Donot

make any changes.

Ifyouwanttotestyourownsettings,copyanexistingshipmenttypeand

only make changes in that copy!

1. Usingthecontrolelements,firstcheckwhetherthepredefinedshipmenttype

0010(inboundshipment)meetsyourrequirements.

a) ControllingShipmentType0010(InboundShipment):

UsingIMG:LogisticsExecution→Transportation→Shipments→

Define Shipment Types

ViewtheDetailsscreenforcollectiveshipment0010.

2. Howcanyoutellthatthisisaninboundshipment?

____________________________________________________________

a) Inbound shipment:

FieldShpmtComplType: Loadedinboundshipment

3. Yourinboundshipmentsarehandledbytruck. Makesurethatthissettingis

correct. Whichindicator isresponsiblefor this?

____________________________________________________________

a) Transportation by truck:

Field Shipping type: 01 Truck

4. Theinboundshipmentshouldnotbepartofatransportationchain. Inother

words,inbounddeliveriesareinvolvedinonlyoneinboundshipmentbefore

arrivingattheirdestination. Howisthiscontrolled?

____________________________________________________________

a) Not part of a transportation chain:

Field Leg indicator: Direct leg

Task 2:

1. Nowcheckthecollectiveshipmentbyroad(shipmenttype0002). Whatare

thesettingsfor thefollowingindicators? Makesureyouunderstandwhat

they mean.

Continued on next page

第 48 页 / 共 341 页

Unit2: ControllingTransportationProcessing SCM611

ShpmtComplType:

ProcessControl:

Leg indicator:

Determine legs:

Adopt route:

Pick check:

a) ControllingShipmentType0002(Collct.Shipmt-Road*):

UsingIMG:LogisticsExecution→Transportation→Shipments→

Define Shipment Types

SelectCollectiveshipment0002andviewtheDetailsscreen.

ShpmtComplType: Loaded outbound shipment

ProcessControl: Collective shipment using

one mode of transport

Leg indicator: Direct leg

Determinelegs: Legs determined according to

departure point & itinerary

Adopt route: Adopt all stages

Pick Check Warning regarding shipment

completion with incompl.

check

第 49 页 / 共 341 页

SCM611 Lesson: Shipment Types

Lesson Summary

You should now be able to:

• Giveanoverviewofthevariousstandardshipmenttypes

• Explainthedifferentcontrolparametersfortheshipmenttype

第 50 页 / 共 341 页

Unit2: ControllingTransportationProcessing SCM611

Lesson: Transportation Relevance

Lesson Overview

Shipments do not need to be planned for all business transactions. This is

controlled using transportation relevance, which is explained in the following

lesson.

Lesson Objectives

After completingthislesson, you will beable to:

• Set transportation relevance for delivery types, delivery item categories,

and routes.

Business Example

It is clear in your company at an early stage whether a shipment should be

organized for a delivery or not. For instance, no shipments are created for

over-the-countersales, for“outbounddeliveries”of services, nor attherequest

of the customer.

Transportation Relevance

Figure 15: Transportation Relevance

Thedeliverytype,thedeliveryitemcategory,andtherouteinthedeliveryuses

transportationrelevancetocontrolwhetherashipmentcanbecreatedornot.

第 51 页 / 共 341 页

SCM611 Lesson: Transportation Relevance

Sothatashipmentcanbecreated, thedeliverytypemust beset asrelevantfor

transportation.

Similarly, at leastone delivery item category in the delivery must be relevant

for transportation.

Thedeliverymustcontainaroutethatisrelevantfortransportation. Thisdoesnot

applytoinbounddeliveriesasthesedonotrequirearoute. Arouteisdefinedas

theconnectionbetweenapointofdepartureandadestinationpointwithseveral

possible points in between.

If, foroutbounddeliveries, notonlyroutebutalsodeliverytypearerelevantto

transportation,thenthedeliveryhastransportationplanningstatusA.Because

routedeterminationisnotnecessaryfordeliveries,onlythedeliverytypemustbe

relevanttotransportation,sothatthetransportationplanningstatusissetasA.

However,theshipmentwillbecheckedduringdeliveryselectiontoseeifatleast

oneoftheitemcategoriescontainedintheshipmentisrelevanttotransportation.

Onlythencanthe(complete!) deliveryberecordedinashipmentdocument.

SettransportationrelevanceinCustomizingfortransportation.

第 52 页 / 共 341 页

Unit2: ControllingTransportationProcessing SCM611

第 53 页 / 共 341 页

SCM611 Lesson: Transportation Relevance

Exercise 4: Transportation Relevance

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Check transportation relevance

Business Example

Shipmentsshouldalwaysbecreatedforsomeofyourcompany’sdeliverytypes,

butnotforothers. Youthereforecheckthesettingsfortransportationrelevance

in the system.

Task:

1. Makesuretransportationrelevanceissetcorrectlyforthedifferentoperations

inyour company relevant for transportation.

2. Thefollowingdeliverytypesareamongthoseusedinyourcompany. Check

that these types are set as relevant for transportation in the system. But

do not change the settings!

Choosethecorrectanswer(s).

□ A Delivery LF

□ B Returns delivery LR

□ C Del. for stock trans. UL

□ D Shipping notificat. EL

3. Find out whether thefrequently-used routes from the Hamburg region to

theFrankfurt andStuttgartregions(R00025andR00030)arerelevantfor

transportation planning.

________________________________________________________________

第 54 页 / 共 341 页

Unit2: ControllingTransportationProcessing SCM611

Solution 4: Transportation Relevance

Task:

1. Makesuretransportationrelevanceissetcorrectlyforthedifferentoperations

in your company relevant for transportation.

a) Check Transportation Relevance:

UsingIMG:LogisticsExecution→Transportation→Shipments→

Maintain Transportation Relevance

2. Thefollowingdeliverytypesareamongthoseusedinyourcompany. Check

that these types are set as relevant for transportation in the system. But

do not change the settings!

Answer: A, B, D

Transportation Relevancefor DeliveryTypes:

Activities:Maintaintransportationrelevancefordeliverytypes

3. Find out whether the frequently-used routes fromtheHamburg regionto

theFrankfurtandStuttgartregions(R00025andR00030)arerelevantfor

transportation planning.

________________________________________________________________

a) Transportation Relevance for Routes:

Activities:Maintaintransportationrelevanceforroutes

Click on Position... to select the routes.

R00025andR00030arerelevantfortransportation.

第 55 页 / 共 341 页

SCM611 Lesson: Transportation Relevance

Lesson Summary

You should now be able to:

• Set transportation relevance for delivery types, delivery item categories,

and routes.

第 56 页 / 共 341 页

UnitSummary SCM611

Unit Summary

You should now be able to:

• Describetheorganizationalunitsrelevanttoshipping.

• Giveanoverviewofthevariousstandardshipmenttypes

• Explainthedifferentcontrolparametersfortheshipmenttype

• Set transportation relevance for delivery types, delivery item categories,

and routes.

第 57 页 / 共 341 页

第 58 页 / 共 341 页

第 59 页 / 共 341 页

Unit 3

Creating Shipments

Unit Overview

The first decision made in the process is determining the method of creating

shipments. If transportation documents can be widely automated and created

based on rules, are manual decisions required, or should system-supported

decisionsbeoptimized? Thisunitwillfamiliarizeyouwiththevariousoptions

for creating shipments.

Unit Objectives

After completing thisunit, you will beableto:

• Describethepossiblecriteriafor creatingshipments

• Usethetransportation-relevantinformationintheorder,aswellasexplain

howtocopyitandexplainitssignificancefortransportation

• Create shipments individually

• Create shipments using Collective Processing and define the necessary

processing rules

• Defineplanningprofilesandcreateshipmentsusingtheplanningproposal.

• Describetheconnectiontoexternaltransportationplanningsystems

• Describethedirectcommunicationbetweenshipperandforwardingagent

via the Internet

• Setthetendering statusin theshipment document

• Describetheprocessofshipmenttenderingusingafreightexchange.

Unit Contents

Lesson: Criteria and Methods for Creating Shipments .....................48

Exercise 5: Creating Shipments Manually ...............................53

Lesson: Automatically Creating Shipments ..................................58

Exercise 6: Creation of Shipments with Planning Proposal............63

Exercise 7: Creating Shipments Using Collective Processing.........71

Lesson: Interfaces in External Transportation Planning Systems and Other

Scenarios .........................................................................78

第 60 页 / 共 341 页

Unit3: CreatingShipments SCM611

Lesson: Criteria and Methods for Creating Shipments

Lesson Overview

Inbound and outbound deliveries can be grouped into shipments according to

differentcriteria. Dependingonthesecriteria, theactual creation of shipments

can vary.

Lesson Objectives

After completingthislesson, you will beable to:

• Describethepossiblecriteriaforcreatingshipments

• Usethetransportation-relevantinformationintheorder,aswellasexplain

howtocopyitandexplainitssignificancefortransportation

• Create shipments individually

Business Example

Inthemodelcompany,differentcriteriaforcombiningdeliveriesandshipments

are used.

Scenarios for Creating Shipments

Figure 16: Scenarios forCreating Shipments: Examples

Shipments are collections of inbound or outbound deliveries that are shipped

together. Theinboundoroutbounddeliveriesthereforehavethesameshipping

conditions.

第 61 页 / 共 341 页

SCM611 Lesson: Criteria and Methods for Creating Shipments

Sincetheseshippingconditionsmaydifferaccordingtocompanies'requirements,

therearenumerouscriteriaintheSAPSystemthatcanbeusedtogroupinbound

oroutbounddeliveriestoformshipments. Thesecriteriaareknownasselection

criteria.

Examples of selection criteria:

• Destination: Specifiedbysuchitemsasship-toparty, postcode, country,

plant

• Pointof departure: Specified by suchitemsasshipping point, warehouse

number, door, vendor

• Duedate: Specifiedbysuchitemsastransportationplanningdate,delivery

date, loading date, delivery priority

• Transportation planning: Specified by such items as route Incoterms,

shipping type, forwarding agent

• Othertransportation-relevantinformationfromtheorderordelivery: Items

suchasmeansoftransport,meansoftransporttype,handlingunits

Transportation-Relevant Information

Figure 17: Transportation-RelevantInformationintheOrder

Youcan enter transportation-relevant informationin the order. Thisallows

youtostore,foreachorderitem,agreementsmadewiththecustomerregarding

the shipment (shipping details screen).

第 62 页 / 共 341 页

Unit3: CreatingShipments SCM611

The following information is available:

• Meansoftransport: Specifiesthevehicletypewithwhichthegoodsare

tobetransported,suchasa20tontruckorbulkcontainer. Materialmaster

records with a material type of a packaging material are maintained for

means of transport.

• Meansoftransporttype: Specifiesthecategoryofthevehicle/meansof

transport, such as truck, container, or ship. The means of transport type

thereforegroupsmeansoftransportatahigherlevel. Themeansoftransport

typeisdefinedinthetablePackagingMaterialTypesinCustomizing.

• Shipping type: With this you define the specifications for the mode of

transport, such as road, rail, sea

• Special processing indicator Specifies whether there are any special

requirementstobemet, such asexpressdelivery.

You can also define the same data in the header of the delivery document on

tab page Transport.

Figure 18: Copying Transportation-Relevant Information

Thetransportation-relevantinformationiscopiedfromtheordertotheoutbound

deliveryheader,andthusprovidesthesplitcriteriaforoutbounddeliveries. For

instance,youcannotcombinetwoorderitemsthathavedifferentshippingtypesto

form a single outbound delivery.

Youcanadaptthedatatransfer andsplit criteriausingthecopycontrolorder-

delivery.

第 63 页 / 共 341 页

SCM611 Lesson: Criteria and Methods for Creating Shipments

Youcanusetheinformationrelevanttotransportationasselectioncriteriawhen

creatingshipments. Forexample,youcanchoosetocombineoutbounddeliveries

having"truck"asthemeansoftransporttypeand“smalltransporter”asthemeans

of transport to form one shipment.

Youcanalsocopytheinformationfromtheoutbounddeliveriestotheshipment,if

itisunique. Forthemeansoftransport,ahandlingunitiscreatedintheshipment

(again,onlyifitisunique). Thetransferisperformedifthe“Planned”statusis

set. For this, you need to select an appropriate copy routine in shipment type

Customizing.

Whentheshipmentsareplanned,thesystemalsochecksthecapacityofthemeans

oftransport. Ifitisexceeded, awarningmessageappears.

Options for Creating Shipments

Figure 19: Options for Creating Shipments

TheECCsystemcontainsdifferentoptionsforcreatingshipments:

Shipments can be created manually using the “create shipment” function.

Deliveriesduetobeshippedarechosenusingdifferentselectioncriteriaandthe

documents manually created.

Youcanalsouseaplanningproposal. Thisisapre-definedprofilewhoserules

areusedtodeterminehowdeliveriesareautomaticallycombinedintoshipments

and completed with data.

The system can also create shipments automatically. You use a Collective

Processingrun,whichisexecutedonlineorinbatchmode. Thesystemcreates

oneormoreshipmentdocumentsaccordingtodifferentprocessingrules.

第 64 页 / 共 341 页

Unit3: CreatingShipments SCM611

Iftheshipmentsarecreatedandoptimizedbyanexternaltransportationplanning

system,youcanlinkthistotheECCSystemwithaninterface.

Creating Shipments Manually

Figure 20: Creating Shipments Manually

TheCreateShipmentfunctiondeterminesalldeliveriesdueforshippingwithina

transportationplanningpointandcreatesshipmentdocumentsonline.

Deliveries due for shipment are all those that are transportation-relevant and

havetransportationplanningstatusAorB(seeunit“ControllingTransportation

Processing”).

First,youselecttheinboundoroutbounddeliveriesforwhichyouwanttocreate

shipments. Tosimplifytheselectionprocedure,youcandefineselectionvariants

and,ifnecessary,storethemforeachshipmenttypeinCustomizing.

Theselecteddeliverydocumentsarethenlistedinthetransportationplanning

screen. Youcanthenmanuallyassignshipmentsandcontinueprocessingthem.

第 65 页 / 共 341 页

SCM611 Lesson: Criteria and Methods for Creating Shipments

Exercise 5: Creating Shipments Manually

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Selecttransportation-relevantinboundandoutbounddeliveriesforshipments

• Create shipments manually

• Createshipments using the PlanningProposal

Business Example

Incertaincases,thetransportationplannermanuallycreatesinboundshipments

from different vendors to the Hamburg plant.

AplanningproposalisusedtocreateoutboundshipmentsfromtheHamburgplant

tosimplifythework of thetransportationplanner.

You test these scenarios and create a single shipment and outbound collective

shipments.

Task:

1. IntheHamburgtransportationplanningpoint, youcreateshipmentsfrom

yourvendorsinGermanytoyour Hamburgplant.

2. Createaninboundshipment. Forthis,chooseTransportPlanningPt1000as

well asShipment typeInbound Shipment.

Selectallinbounddeliveriesduetobeshippedusingthefollowingdata:

Vendor: T-S11H## and T-S11F##

Delivery date: <Today’s date minus 7

days until the end of

the month>

Hint: Usethe multipleselection/singlevalueforselectionusing

the two vendors.

3. Theinbounddeliverytoplant1200(Dresden)shouldnotbeincludedinthe

shipment. Move this delivery to the lower section of the Deliveries not

assigned screen.

4. Nowsavetheshipmentandnotethedocumentnumber. Recordtheshipment

numberonline4ofyour TransactionDataSheet.

Continued on next page

Vendor:	T-S11H## and T-S11F##
Delivery date:	<Today’s date minus 7 days until the end of the month>

第 66 页 / 共 341 页

Unit3: CreatingShipments SCM611

5. * Optional

ChangethecurrentdisplayvariantfortheupperhalfofthescreenShipments

anddeliveriesbyselectingoneormorefieldsfromtheHiddenFieldslistto

meetyourrequirements. Thensavethevariantunderyourgroupnumber.

第 67 页 / 共 341 页

SCM611 Lesson: Criteria and Methods for Creating Shipments

Solution 5: Creating Shipments Manually

Task:

1. IntheHamburgtransportationplanningpoint, youcreateshipmentsfrom

yourvendorsinGermanytoyour Hamburgplant.

a) Create inbound shipment manually:

Choose Logistics → Logistics Execution → Transportation →

TransportationPlanning→Create→SingleDocuments

2. Createaninboundshipment. Forthis,chooseTransportPlanningPt1000as

well asShipment typeInbound Shipment.

Selectallinbounddeliveriesduetobeshippedusingthefollowingdata:

Vendor: T-S11H## and T-S11F##

Delivery date: <Today’s date minus 7

days until the end of

the month>

Hint: Usethe multipleselection/singlevalueforselectionusing

the two vendors.

TransportPlanPt: 1000(Trsp. HamburgTruck)

Shipment type: 0010InboundShipment

Choose Select Deliveries.

Vendor: T-S11H## and T-S11F##

Forentry, choose Multipleselectionandenterthetwovendorsas

single values. Choose Copy.

Delivery date: <Today’s date minus 7

days> until <the end of

the month>

Choose Execute.

Continued on next page

Vendor:	T-S11H## and T-S11F##
Delivery date:	<Today’s date minus 7 days until the end of the month>

TransportPlanPt:	1000(Trsp. HamburgTruck)
Shipment type:	0010InboundShipment

第 68 页 / 共 341 页

Unit3: CreatingShipments SCM611

3. Theinbounddeliverytoplant1200(Dresden)shouldnotbeincludedinthe

shipment. Move this delivery to the lower section of the Deliveries not

assigned screen.

a) Move inbound delivery to plant 1200:

Usedraganddroptomovetheinbounddeliverytothelowerhalfofthe

Deliveries not assigned screen.

4. Nowsavetheshipmentandnotethedocumentnumber. Recordtheshipment

numberonline4ofyour TransactionDataSheet.

a) Choose Save.

Recordtheshipmentnumberonline4ofyourTransactionDataSheet.

5. * Optional

ChangethecurrentdisplayvariantfortheupperhalfofthescreenShipments

anddeliveriesbyselectingoneormorefieldsfromtheHiddenFieldslistto

meetyourrequirements. Thensavethevariantunderyourgroupnumber.

a) Change and save the display variant:

Call up the document in change mode:

Logistics→LogisticsExecution→Transportation→Transportation

Planning→Change→SingleDocuments→ShipmentsandDeliveries

Intheupperhalfofthescreen,choose Currentlayout.

Select your required display fields and their position and length.

Choose Copy to transfer the settings.

Choose Savelayoutandinthedialogbox,enteraname(A##)anda

description for the variant.

Toaccessyourvariantinthefuture,choose Selectlayout.

第 69 页 / 共 341 页

SCM611 Lesson: Criteria and Methods for Creating Shipments

Lesson Summary

You should now be able to:

• Describethepossiblecriteriafor creatingshipments

• Usethetransportation-relevantinformationintheorder,aswellasexplain

howtocopyitandexplainitssignificancefortransportation

• Create shipments individually

第 70 页 / 共 341 页

Unit3: CreatingShipments SCM611

Lesson: Automatically Creating Shipments

Lesson Overview

Lesson Objectives

After completingthislesson, you will beable to:

• Create shipments using Collective Processing and define the necessary

processing rules

• Defineplanningprofilesandcreateshipmentsusingtheplanningproposal.

Business Example

Tosimplifycreatingshipments, theprocessoccurslargelyautomaticallywithin

the the model company - partially overnight. In case that shipments must be

plannedmanually,forexamplespecialshipments,asystemdefaultthatsupports

thetransportationplannerduringplanningshouldbeused.

Creating Shipments Using Collective Processing

Figure21: CreatingShipments UsingCollectiveProcessing

Thesystemcanautomaticallycreateshipmentseitheronlineorinthebackground.

第 71 页 / 共 341 页

SCM611 Lesson: Automatically Creating Shipments

You can use Collective Processing to:

• Createinbound, individual, or collectiveshipments

• Makeafulltruckload(oneshipmentperdelivery)

• Createpartsofatransportationchainoranentiretransportationchain.

Fromtheshipmentlistthatcontainsalldeliveriesrelevantfortransportation,the

systemautomaticallyselectsdeliveriesandcreatesthedesiredshipments. Todo

so,youmustspecifyrulesthatdetermineShipmentProcessing. Thesearerules

that refer to:

• Type of shipments

• Selection of deliveries

• Creationoftheshipments(groupingdeliveries,dataandoptions)

• Saving shipments

• The processing log

IntheECCsystem,therulesarespecifiedbycreating“variants”.

Figure 22: Processing Rules forCollective Processing

Inthefirststep(Defaultsettings),youdeterminewhetherthesystemistocreate

inboundoroutboundshipments. Allotherentryoptionsdependonthisselection.

UsingSelectDeliveries,youenterthecriteriabywhichdeliveriesareselectedto

beprocessedinacollectiveprocessingrun. Todothis,youcanselectthenameof

anexistingselectionvariant,maintainanexistingvariantorcreateanewvariant.

第 72 页 / 共 341 页

Unit3: CreatingShipments SCM611

UsingtheGroupingcriteriavariant,youdeterminewhichrulesaretobeapplied

toallocatetheselecteddeliveriestoshipments. Youcan,additionally,determine

thesortorderofthedeliverieswithintheshipmentsandconsequentlytheitinerary.

Youcanalsospecifycapacitylimits(min. andmax.).

Subsequently,youdeterminewhichdataistobeincludedinthecreatedshipments

(variant Data and options).

Youcanalsospecifywhetherashipmentshouldbesavedifthereareerrors,with

such settings as always save data, do not save if error/warning, or never save

(simulation).

Finally, you must specify which type of log is to be created during Collective

Processing,forexample,normallog,detailedlog,orverydetailedlog.

Creating Shipments with Planning Proposal

Figure 23: Creating Shipments with Planning Proposal

Youcanusetheplanningproposalwhenyoucreateshipmentsmanually.

Thisfunctionallowsthetransportationplannertosimplifyandautomatemanual

planning.

Youselectthedeliveriesduefortransportationmanually, asyoudowhenyou

create the shipments manually. You can then choose the planning proposal,

which engages the system to automatically combine the selected deliveries in

shipments and complete them with data.

Unlike Collective Processing, you can change or edit the created shipments

manually before saving.

第 73 页 / 共 341 页

SCM611 Lesson: Automatically Creating Shipments

Figure 24: Planning Profile

The planning proposal arises from a planning profile saved in Customizing

within the shipment type.

Theplanningprofilecontainsacombination profilevariant. Thisdetermines

whichcriteriaisusedtocombinetheselecteddeliveriesinshipments.

Theplanning profilealsocontainsthedataprofilevariant. In thedataprofile,

you define which data should be enteredinto the created shipments. Thus, for

example,youcouldcopyshipmentandshippingtype,serviceagent,identification

or dates into the shipments.

Thevaluesproposedbytheplanningprofilecanbechangedduringprocessing.

Youcanusethesamevariantsforaplanningprofileasforcollectiveprocessing,

because the planning profile is regarded in technical terms as a variant of

Collective Processing for creating shipments.

第 74 页 / 共 341 页

Unit3: CreatingShipments SCM611

第 75 页 / 共 341 页

SCM611 Lesson: Automatically Creating Shipments

Exercise 6: Creation of Shipments with

Planning Proposal.

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Createshipments using the planningproposal

• Usetheshipmentworklisttocreatemultipleshipmentsautomatically

Business Example

AplanningproposalisusedtocreateoutboundshipmentsfromtheHamburgplant

tosimplifythework of thetransportationplanner.

Task 1:

Check the created deliveries in an order.

1. Inmanycases,theorderprocessordeterminesinthesalesorderanyspecial

requirementsfor transporting thegoods or definestherequiredmeansof

transport.

Calluptheorderwiththepurchaseordernumber##-SCM611-03.

2. Displaythemeansoftransportandthespecialprocessingindicatorforeach

item.

1. MeansTransp.:

_____________________

Item

Spec. processing:

_____________________

2. MeansTransp.:

_____________________

Item

Spec. processing:

_____________________

3. Branchtothedocumentflowfortheorder. Howmanyoutbounddeliveries

have been created? Why?

__________________________________________________________________

Continued on next page

第 76 页 / 共 341 页

Unit3: CreatingShipments SCM611

Task 2:

Createshipmentdocumentsusingaplanningproposalandchecktheresult.

1. CreatetheshipmentsinthetransportationplanningpointinHamburg(1000).

Usetheshipmenttypeforcollectiveshipmentsbyroad(0002). Outbound

deliveriesshouldbeselectedusingthefollowingcriteria:

Shipping Point Z0##

Deliverydate: fromandto <Today’s date minus 7

days>until<the end of the

month>

2. Move the outbound delivery to Frankfurt with weight 259.5 kg to the

Deliveries not assigned section.

3. Nowselectalloutbounddeliveriesandchoosetheplanningproposal.

Whichplanningprofileisproposed? Wheredoesitcomefrom?

____________________________________________________________

4. Displaythecombinationprofilebychoosing Change.

Whichcriteriaareusedtocombinetheoutbounddeliveries? (Don’tchange

the settings!)

____________________________________________________________

5. Displaythedataprofile. Whatdataisassignedtothecreatedshipments?

____________________________________________________________

6. Now execute the planning proposal.

Howmany shipments are created? Why?

____________________________________________________________

Go to overview for each shipment and check whether the required

informationhasbeencopiedfromthedataprofile.

Continued on next page

Shipping Point	Z0##
Deliverydate: fromandto	<Today’s date minus 7 days>until<the end of the month>

第 77 页 / 共 341 页

SCM611 Lesson: Automatically Creating Shipments

ShipmentNumber Destinations Route(s)

Savetheremainingshipmentsandnotethedocumentnumbers.

Record the shipment document numbers on lines 5, 6, and 7 of your

Transaction DataSheet. Makesureyourecord eachshipmentnumber on

thelinematchingtheitineraryof theshipment.

ShipmentNumber	Destinations	Route(s)
$1
$2
$3

第 78 页 / 共 341 页

Unit3: CreatingShipments SCM611

Solution 6: Creation of Shipments with

Planning Proposal.

Task 1:

Check the created deliveries in an order.

1. Inmanycases,theorderprocessordeterminesinthesalesorderanyspecial

requirements for transporting thegoodsor definestherequired means of

transport.

Calluptheorderwiththepurchaseordernumber##-SCM611-03.

a) Displaytransportation-relevantinformationinthesalesorder:

Logistics→SalesandDistribution→Sales→Order→Display

b) Searchusingthepurchaseorder numberInputPurchaseOrderNo.:

##-SCM611–03and click Search.

c) Selecttheorderfound andchoose Copy.

2. Displaythemeansoftransportandthespecialprocessingindicatorforeach

item.

1. MeansTransp.:

_____________________

Item

Spec. processing:

_____________________

2. MeansTransp.:

_____________________

Item

Spec. processing:

_____________________

a) ChooseGoto→Item→Shipping,Shippingtab:

MeansTransp.: TM-100

Spec. processing:

b) Choose NextIteminordertoseedetailsfortheseconditem.

MeansTransp.: TM-101

Spec. processing: EX

3. Branchtothedocumentflowfortheorder. Howmanyoutbounddeliveries

have been created? Why?

Continued on next page

MeansTransp.:	TM-100
Spec. processing:

MeansTransp.:	TM-101
Spec. processing:	EX

第 79 页 / 共 341 页

SCM611 Lesson: Automatically Creating Shipments

__________________________________________________________________

a) Display document flow:

Return to the overview screen

Environment → Displaydocument flow

Hint: Ifyouonlyseeonedelivery, returntotheorderusing

Backandclickonaheaderfieldintheorder,forexample

sold-toparty,beforecallingupthedocumentflowagain.

Two deliveries were created, because the means of transport

represent a split criterion for delivery creation. In other words, the

transportation-relevantinformationmustbeuniqueforeachoutbound

delivery.

Task 2:

Createshipmentdocumentsusingaplanningproposalandchecktheresult.

1. CreatetheshipmentsinthetransportationplanningpointinHamburg(1000).

Usetheshipmenttypeforcollectiveshipmentsbyroad(0002). Outbound

deliveriesshouldbeselectedusingthefollowingcriteria:

Continued on next page

第 80 页 / 共 341 页

Unit3: CreatingShipments SCM611

Shipping Point Z0##

Deliverydate: fromandto <Today’s date minus 7

days>until<the end of the

month>

a) Choose Logistics → Logistics Execution → Transportation →

TransportationPlanning→Create→SingleDocuments

TransportPlanningPt 1000Trsp. HamburgTruck

Shipment type Collct.Shipmt-Road*

Choose SelectDeliveriestoreachselectionofdeliveries.

Shipping Point Z0##

Deliverydate: fromandto <Today’s date minus 7

days> until <the end of

the month>

Choose Execute.

2. Move the outbound delivery to Frankfurt with weight 259.5 kg to the

Deliveries not assigned section.

a) MarktheoutbounddeliverytoFrankfurtwithweight259.5kganddrag

it tothe Deliveriesnot assignedsection.

3. Nowselectalloutbounddeliveriesandchoosetheplanningproposal.

Whichplanningprofileisproposed? Wheredoesitcomefrom?

____________________________________________________________

a) Choose SelectAll,followedby CreatePlanningProposalfor

Selected Deliveries.

ThefoundPlanningProfile: 0002-02isassignedtoCustomizingfor

the shipment type.

4. Displaythecombinationprofilebychoosing Change.

Whichcriteriaareusedtocombinetheoutbounddeliveries? (Don’tchange

the settings!)

Continued on next page

Shipping Point	Z0##
Deliverydate: fromandto	<Today’s date minus 7 days>until<the end of the month>

TransportPlanningPt	1000Trsp. HamburgTruck
Shipment type	Collct.Shipmt-Road*

Shipping Point	Z0##
Deliverydate: fromandto	<Today’s date minus 7 days> until <the end of the month>

第 81 页 / 共 341 页

SCM611 Lesson: Automatically Creating Shipments

____________________________________________________________

a) IntheCombinationprofilesection,choose Change.

The outbound deliveries are combined according to shipping point,

route,meansoftransport,andspecialprocessingindicator.

The routes are grouped; you can tell this by the fact that the arrow

pointingtotherightattheendoftheRoutelineisactivated(thebox

is green). This means that outbound deliveries among others are

combinedaccordingtothisgroupof routes.

Choose Back.

5. Displaythedataprofile. Whatdataisassignedtothecreatedshipments?

____________________________________________________________

a) IntheDataprofilesection, choose Change.

You want to create collective shipments in transportation planning

point 1000. Data:

Service Agent: 1058

Leg determination: should beperformed

Choose Back.

6. Now execute the planning proposal.

How many shipmentsare created? Why?

____________________________________________________________

Go to overview for each shipment and check whether the required

informationhasbeencopiedfromthedataprofile.

ShipmentNumber Destinations Route(s)

Savetheremainingshipmentsandnotethedocumentnumbers.

Continued on next page

ShipmentNumber	Destinations	Route(s)
$1
$2
$3

第 82 页 / 共 341 页

Unit3: CreatingShipments SCM611

Record the shipment document numbers on lines 5, 6, and 7 of your

TransactionDataSheet. Makesureyou record eachshipment number on

thelinematchingtheitinerary of theshipment.

a) Choose Execute.

Basedonthegroupingcriteria,threeshipmentswerecreated:

ShipmentNumber Destinations Route(s)

$1 Berlin R00001

$2 Frankfurt- R00025

Stuttgart- R00030

Munich R00020

$3 Stuttgart R00030

Recordtheshipmentdocumentnumbersonlines5, 6, and7ofyour

TransactionDataSheet. Makesureyourecordeachshipmentnumber

onthelinematchingtheitineraryoftheshipment.

Alloutbounddeliveriesinthesecondshipmenthaveroutesbelonging

to the same group, and they all have the same means of transport

(TM-100).

Theoutbounddeliveryinthethirdshipmentbelongstothesameroute

groupbut hasadifferentmeansof transport.

Theoutbounddeliveryinthefirstshipmenthasaroutefromadifferent

group.

ShipmentNumber	Destinations	Route(s)
$1	Berlin	R00001
$2	Frankfurt- Stuttgart- Munich	R00025 R00030 R00020
$3	Stuttgart	R00030

第 83 页 / 共 341 页

SCM611 Lesson: Automatically Creating Shipments

Exercise 7: Creating Shipments Using

Collective Processing

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Usetheshipmentworklisttocreateseveralshipmentsautomatically

Business Example

In Dresden, shipments are usually created automatically using Collective

Processing.

Task 1:

Carryoutacollectiveruninwhichyoucreateoutboundindividualshipmentsfor

alldeliveriesduetobeshippedfromyourshippingpointinDresden.

1. YouwouldliketodefinenewprocessingrulesforCollectiveProcessingthat

should be used for outbound shipments.

2. CreateanewselectionvariantcalledDRESDEN##.

The following outbound deliveries should be selected when you use this

variant:

Shipping Point X0##(##ShippingPointDresden)

Countryof destination DE(Germany)

Deliverydate: fromandto <Today’s date minus 7

days>until<the end of the

month>

External Delivery ID NORMAL(Usecapitals!)

3. Since you want to create individual shipments with one destination per

shipment, group the selected outbound deliveries according to ship-to

party. EnterthevariantDRESDEN##forgroupingcriteriabychoosingthe

shippingpointandthenumberoftheship-topartyasgroupingcriteria.

Theshipmentcannotexceedamaximumweightof7.5tons.

4. Next,definethedataandoptionsfortheshipmentdocument. Onceagain,

createavarianttitledDRESDEN##. Thefollowingdatashouldbeentered:

Continued on next page

Shipping Point	X0##(##ShippingPointDresden)
Countryof destination	DE(Germany)
Deliverydate: fromandto	<Today’s date minus 7 days>until<the end of the month>
External Delivery ID	NORMAL(Usecapitals!)

第 84 页 / 共 341 页

Unit3: CreatingShipments SCM611

TransportPlanPt: 1200 (Dresden)

Shipment type 0001Indiv.Shipment-Road

Service agent 1106 (SPEDITRANS Transport

GmbH)

External ID 1 Shipment run ##

The statusPlanned should be set asPlanned.

5. Now,thecombinationofnewlycreatedvariantsshouldbesavedasavariant

for Collective Processing. In the case of error or warning messages, no

shipmentshouldbesaved,butanormallogshouldbesaved.

Task 2:

CarryoutCollectiveProcessingbyusingtheabovevariants.

1. Start Collective Processing.

2. Howmanyoutbound deliverieswerefound?

_______________________________________________________________

3. Whatshipmentswerecreated? Recordtheshipmentdocumentnumberson

lines 8, 9, 10, and 11 of your data sheet.

_______________________________________________________________

4. Display oneof the shipments that wascreated and make surethat all the

fieldsspecifiedintheDataandOptionsvarianthavebeenfilledin:

TransportPlanPt:

Shipment type:

Service agent:

External ID 1:

Status:

TransportPlanPt:	1200 (Dresden)
Shipment type	0001Indiv.Shipment-Road
Service agent	1106 (SPEDITRANS Transport GmbH)
External ID 1	Shipment run ##

TransportPlanPt:
Shipment type:
Service agent:
External ID 1:
Status:

第 85 页 / 共 341 页

SCM611 Lesson: Automatically Creating Shipments

Solution 7: Creating Shipments Using

Collective Processing

Task 1:

Carryoutacollectiveruninwhichyoucreateoutboundindividualshipmentsfor

alldeliveriesduetobeshippedfromyourshippingpointinDresden.

1. YouwouldliketodefinenewprocessingrulesforCollectiveProcessingthat

should be used for outbound shipments.

a) Choose Logistics → Logistics Execution → Transportation →

TransportationPlanning→Create→CollectiveProcessing

b) Select Create outgoing shipments in the Default settings

section.

2. CreateanewselectionvariantcalledDRESDEN##.

The following outbound deliveries should be selected when you use this

variant:

Shipping Point X0##(##ShippingPointDresden)

Countryof destination DE(Germany)

Deliverydate: fromandto <Today’s date minus 7

days>until<the end of the

month>

External Delivery ID NORMAL(Usecapitals!)

a) InputinSelectionvariant;DRESDEN##andchoose Maintn.

Enter the following selection criteria:

Shipping Point X0##(## Shipping Point

Dresden)

Countryofdestination DE(Germany)

Deliverydate: fromandto <Today’s date minus 7

days> until <the end of

the month>

External DeliveryID NORMAL(Usecapitals!)

ChooseVariantAttributes. GivethevariantthemeaningDresden##

and save by clicking

Choose Back twice.

Continued on next page

Shipping Point	X0##(##ShippingPointDresden)
Countryof destination	DE(Germany)
Deliverydate: fromandto	<Today’s date minus 7 days>until<the end of the month>
External Delivery ID	NORMAL(Usecapitals!)

Shipping Point	X0##(## Shipping Point Dresden)
Countryofdestination	DE(Germany)
Deliverydate: fromandto	<Today’s date minus 7 days> until <the end of the month>
External DeliveryID	NORMAL(Usecapitals!)

第 86 页 / 共 341 页

Unit3: CreatingShipments SCM611

3. Since you want to create individual shipments with one destination per

shipment, group the selected outbound deliveries according to ship-to

party. EnterthevariantDRESDEN##forgroupingcriteriabychoosingthe

shippingpointandthenumberoftheship-topartyasgroupingcriteria.

Theshipmentcannotexceedamaximumweightof7.5tons.

a) InputinGroupingcriteria;DRESDEN##andchoose Maintn.

SelectgroupingcriteriaShippingpointandNumberofship-toparty.

Enterfor capacitylimitWeightMax.: 7.5 to.

ChooseVariantAttributes. GivethevariantthemeaningDresden##

and save by clicking .

Choose Back.

4. Next,definethedataandoptionsfortheshipmentdocument. Onceagain,

createavarianttitledDRESDEN##. Thefollowingdatashouldbeentered:

TransportPlanPt: 1200 (Dresden)

Shipment type 0001Indiv.Shipment-Road

Service agent 1106 (SPEDITRANS Transport

GmbH)

External ID 1 Shipment run ##

The statusPlanned should be set asPlanned.

a) InputinDataandoptions: DRESDEN##andchoose Maintn.

Enterthedataasitappearsinthefollowingtable:

TransportPlanPt: 1200 (Dresden)

Shipment type 0001Indiv.Shipment-Road

Service agent 1106(SPEDITRANSTransport

GmbH)

External ID 1 Shipment run ##

Select the status Planned.

ChooseVariantAttributes. GivethevariantthemeaningDresden##

and save by clicking .

Choose Back.

Continued on next page

TransportPlanPt:	1200 (Dresden)
Shipment type	0001Indiv.Shipment-Road
Service agent	1106 (SPEDITRANS Transport GmbH)
External ID 1	Shipment run ##

TransportPlanPt:	1200 (Dresden)
Shipment type	0001Indiv.Shipment-Road
Service agent	1106(SPEDITRANSTransport GmbH)
External ID 1	Shipment run ##