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Unit4: ShipmentProcessing SCM611
GototherelevantsettingsinCustomizingandfamiliarizeyourselfwiththem.
a) Theactivityprofileisresponsibleformakingthedialogboxappear.
Youcandefinewhetheradialogboxappearsandwhichdatashould
berequestedforeachshipmenttypeandeachstatussetting. Different
activities,suchasgoodsissuepostingsandbilling,canalsobeexecuted.
IMG:LogisticsExecution→Transportation→Shipments→Define
and Assign Activity Profiles
Profile 0010-01 is stored for the Planned status for the inbound
shipment 0010 shipment type.
Selectactivityprofile0010-0001andclickthemaintainbuttononthe
topofthescreen. Noticethecheckboxfordialogbox. Clickthebutton
forfieldselection. Noticeshipmentrouteisarequiredfield.
Thismeansthat adialogboxappearscontainingtheShipment route
field as a required entry field.
Save the shipment.
Task 2:
YouarenowplanningthecollectiveshipmentHamburg–Frankfurt–Stuttgart–
Munich, whichyoucreatedusingtheplanningproposal (lineno. 6onthedata
sheet).
1. Asanexception,adifferentforwardingagentwillbehandlingtheshipment
fromFrankfurt. Youthereforeassign“SchmalenbachShipping”(1930)as
the service agent to stages 2 and 3.
a) Choose Logistics → Logistics Execution → Transportation →
TransportationPlanning→Change→SingleDocuments
Enter the number of the shipment document from the “Creating
Shipments”unit(seedocumentno. 6onthedatasheet).
Assign forwarding agent:
ChoosetheStagestabinthelowerhalfofthescreen: Forthesecondand
thirdstages,overwritetheentryfortheForwardingAgentwith1930.
2. Youhavetakenoutadditionaltransportationinsuranceforriskssuchastheft
andindirectlossesfortheentireshipment. Entertheinsurancecompanywith
thenumber1920aspartner andthepartner roleInsuranceonthepartner
screen of the shipment header.
a) Choose the Partner tab in the lower half of the screen: Choose the
Insurance (TV)PartnerFunctionfromthedropdownmenuand
enter 1920 as the Partner.
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SCM611 Lesson: Processing Functions in Shipments
3. NowsetthePlannedstatus. Inthedialogboxthatappears,confirmtheCopy
Means of Transport Type from Delivery activity, but do not redetermine
the legs.
a) SelecttheDeadl. tabinthelowerhalfofthescreen:
Click Planning.
In the dialog box that appears, choose:
• Donot executelegdeterminationagain
• Copymeansoftransporttypefromthedelivery
and then confirm your choice.
4. Go to the Means of Transport and Packaging Material screen. What
happenedwhenyoucopiedthemeansoftransport?
_________________________________________________________
a) Choose Meansof Transport andPackagingMatl. forCurrent
Shipment.
ThesystemcopiedmeansoftransportTM-100fromthedeliveriesto
the shipment. Ahandling unit for packingthegoodswasgenerated
for TM-100.
Return to the overview using Back.
5. Whichshipmentmessageswerefound? Whatstatusdotheyhave?
_________________________________________________________
a) Choose MessagesforCurrentShipment. Nomessagesarefound
becausetheshipmentcompletionstatushasnotbeenset. Thereisan
output requirement 50whichchecks theshipmentcompletionstatus
before creating the ALTR messages.
6. After you have carried out all necessary activities, set the Shipment
completedstatusintheshipmentheader. Youhavetoenterthenameofthe
truck driver in the dialog box that appears.
a) SelecttheDeadl. tabinthelowerhalfofthescreen:
Choose Shipment completion.
Enter any driver nameof your choice.
Youhavetheoptionofenteringdataintheotherfields.
Click Copy.
7. Saveyourdocument. Whatactivitiesareperformedinthebackground?
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Unit4: ShipmentProcessing SCM611
_________________________________________________________
a) Choose Save.
Thefollowingactivitiestakeplaceinthebackground:
• Goodsissuepostingsforallincludedoutbounddeliveries
• Printing ALTR messages
• Creatingbillingdocumentsforalloutbounddeliveries
8. Now go back into change mode for this shipment. Check the message
processing status on the output screen.
_________________________________________________________
a) Go into the shipment document again.
Choose MessagesforCurrentShipment.
BothmessagesnowhavetheSuccessfullyProcessedstatus.
9. InCustomizing, displaythesetting responsibleforexecutingtherelevant
activitieswhentheShipmentcompletionstatusisset.
a) IMG:LogisticsExecution→Transportation→Shipments→Define
and Assign Activity Profiles
Profile0002-05isstored foroutbound shipment type0002 withthe
Shipment completion status.
PlacethecursoronthesuitablefieldandchooseMaintain.
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SCM611 Lesson: Processing Functions in Shipments
10. Using one of the outbound deliveries included in the shipment, check
whethertheactivitieshaveactuallybeencarriedout.
Hint: Thebestwaytodothisistogotothedocumentflowofthe
outbound delivery.
Save the shipment.
a) Go tothedocument flowof the shipment:
Logistics→LogisticsExecution→Transportation→Transportation
Planning→Change→SingleDocuments
Enter thenumber of the collectiveshipment and choose Display
Document Flow forCurrent Shipment.
Placethecursor ononeof theoutbounddeliveriesandchooseGoto
→ Document Flow.
Nowlookatthedocumentflowfromthepointofviewofthisoutbound
delivery: thegoodsissueispostedandthebillingdocumentiscreated.
To leave this level, choose Back.
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Unit4: ShipmentProcessing SCM611
Lesson Summary
You should now be able to:
• Give examples of message types
• Transferinformationfromthedeliverydocumentstotheshipmentdocument
• Call up various status information
• Define and assign activity profiles
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SCM611 Lesson: Additional Functions in Shipments
Lesson: Additional Functions in Shipments
Lesson Overview
Inthislesson, youwillbecomefamiliarwithvariousprocessingoptionsforthe
shipment document.
Lesson Objectives
After completingthislesson, youwillbeable to:
• Describetheoptionofsplittingdeliveriesaftershipmentcreation(subsequent
delivery split)
• Processseveralshipmentdocumentsusingmasschanges
• Estimate shipment costs
Business Example
Every so often, your company determines that the capacity of the means of
transport is insufficient. You have to split the delivery and distribute it over
several shipments.
Subsequent Delivery Split
Figure 45: Subsequent Delivery Split - Basics
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Unit4: ShipmentProcessing SCM611
You mayneedtodivideadeliveryintoseveral shipmentsif theentiredelivery
cannot be loaded onto one truck, for example. In theSAP system, you cannot
assigndeliveriestoshipmentsbyitem. Thefunction“subsequentdeliverysplit”
was created to solve this problem.
Using the delivery split function, delivery items, partial quantities of items, or
handling unitsthat needto beremoved fromexisting deliveriescan be chosen
from a list and split off.
Whenyousplitadelivery,a“remainder”andoneormorenewdeliveriescalled
“results” are created.
The “subsequent delivery split” function is also used in shipping. For more
detailedinformationaboutthistopic,seethedocumentationonshipping.
Figure 46: Subsequent Delivery Split in Shipment
Tosplitthedeliveryintheshipment,callthe“splitdelivery”functionfromthe
transportation planning screen and split off the required quantity. When the
shipmentissaved,thesystemautomaticallycreatesfurtheroutbounddeliveriesfor
thequantitiesthatweresplitoff(=“results”). Whetherthesplitdeliveriesremain
intheshipmentornotdependsonyourCustomizingsettings.
Youcansplitthedeliverybeforeoraftershipmentplanning.
Example:
• Before planning: You already know when you create the delivery that it
needs to be split.
• After planning: You discoverthat thedeliveryneedsto besplit whilethe
goods are being loaded.
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SCM611 Lesson: Additional Functions in Shipments
The type of split is controlled using split profiles, which you define in
Customizingandassigntotheshipmenttype. Youdefineoneprofilefordelivery
split before planning andonefor after planning.
Mass Changes
Figure 47: UsingMass Changes forShipment Documents
Sometimesyoumayhavetochangeseveralshipmentdocumentssimultaneously.
Themasschangesfunctionenablesyoutochangethedatainseveralshipment
documents at once.
Selecttheshipmentsrequiredaccordingtocertaincriteriaandmakethechanges.
Example:
Aforwardingagentthatagreedtotakeonseveralshipmentsisnowunabletodo
so. Selectallthedocumentsthathavethisforwardingagentandassignthemto
a different forwarding agent.
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Unit4: ShipmentProcessing SCM611
Estimating Shipment Costs
Figure 48: Estimated Shipment Costs
Theestimatedshipmentcostsofashipmentcanbecalculatedanddisplayed.
Thefollowingfunctionsarepossibleintheestimatedshipmentcostssimulation:
• Calculationanddisplayof thetotalshipmentcost
• Detaileddisplayofthesimulatedshipmentcostdocument
• Display of the processing log
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SCM611 Lesson: Additional Functions in Shipments
Exercise 10: Using Mass Changes for
Shipment Documents
Exercise Objectives
After completingthisexercise, youwillbeableto:
• Editseveralshipmentdocumentssimultaneouslyusingmasschanges
Business Example
Tosimplifyyourdailytasks,usethemasschangesfunctionasoftenaspossible. It
enablesyoutochangeseveralshipmentdocumentsatthesametime.
Task:
Edit the shipments as described.
1. Theforwardingagentthathasbeenhandlingyourindividualshipmentsfrom
Dresdenhasrecentlybecomeveryunreliable. Youwouldthereforeliketo
assignyourshipments,whichyoucreatedusingCollectiveProcessing,toa
differentforwardingagent. Todothis,callupthemasschangesfunction.
2. First, selectthedocumentsyouwant tochange:
Service agent: 1106
Shippingpointatdeparturepoint: X0##
Created by: SCM611-##
3. Now assign the new service agent50999 (Arnolds Shipping) to all the
selected documents.
4. Alltheselectedshipmentsareassignedtheordernumberoftheforwarding
agent astheir container ID: 50999-123##.
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| Service agent: | 1106 |
|---|---|
| Shippingpointatdeparturepoint: | X0## |
| Created by: | SCM611-## |
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Unit4: ShipmentProcessing SCM611
Solution 10: Using Mass Changes for
Shipment Documents
Task:
Edit the shipments as described.
1. Theforwardingagentthathasbeenhandlingyourindividualshipmentsfrom
Dresdenhasrecentlybecomeveryunreliable. Youwouldthereforeliketo
assignyourshipments,whichyoucreatedusingCollectiveProcessing,toa
differentforwardingagent. Todothis,callupthemasschangesfunction.
a) Choose Logistics → Logistics Execution → Transportation →
TransportationPlanning→Change→MassChanges
2. First, selectthedocumentsyou want tochange:
Service agent: 1106
Shippingpointatdeparturepoint: X0##
Created by: SCM611-##
a) EnterthefollowingcriteriaontheShipments: MassChangesShipment
selection screen.
Service agent: 1106
Shipping point at departure X0##
point:
Created by: SCM611-##
Choose Execute.
3. Now assign the new service agent 50999 (Arnolds Shipping) to all the
selected documents.
a) Choose the Processing tab.
Enterserviceagent50999intheTemplaterowoftheFwdAgentfield.
SelectallshipmentsandchooseCopyTemplate.
Continued on next page
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| Service agent: | 1106 |
|---|---|
| Shippingpointatdeparturepoint: | X0## |
| Created by: | SCM611-## |
| Service agent: | 1106 |
|---|---|
| Shipping point at departure point: | X0## |
| Created by: | SCM611-## |
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SCM611 Lesson: Additional Functions in Shipments
4. Alltheselectedshipmentsareassignedtheordernumberoftheforwarding
agent astheir container ID: 50999-123##.
a) Choose the Identificat. tab.
Enter50999-123##inthetemplaterowoftheContainerIDfield.
SelectallshipmentsandchooseCopyTemplate.
Choose Save.
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Unit4: ShipmentProcessing SCM611
Lesson Summary
You should now be able to:
• Describetheoptionofsplittingdeliveriesaftershipmentcreation(subsequent
delivery split)
• Processseveralshipmentdocumentsusingmasschanges
• Estimate shipment costs
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SCM611 Lesson: Packing and Loading in Shipments
Lesson: Packing and Loading in Shipments
Lesson Overview
Inthislesson, you will becomefamiliar withpacking andloadingfunctions in
the shipment document.
Lesson Objectives
After completingthislesson, youwillbeable to:
• Pack and load the goods for shipment
Business Example
Youwant to be abletopackgoodsand record theloading processfrom within
the shipment document.
Packaging Materials and Handling Units
Figure 49: Packaging Materials and Handling Units
Packagingmaterialsarematerialsthat are used for packing goods. Thereare
different types of packaging materials. The material can be packing material
(suchasacrate),orameansoftransport(suchasatruck),ortransportequipment
(such as a container).
Ahandlingunitisapackagethatresultsfrompackinggoodsintoapackaging
material. Itisalsothegroupingofgoodsthatarepackedtogetherinapackaging
material. Aloadedcontainerortruckcanthusbeahandlingunit.
Handlingunitscanbefurtherpacked. Thisisreferredtoasmulti-levelpacking.
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Unit4: ShipmentProcessing SCM611
Loading
Figure 50: Packing and Loading in Shipments
Youcanpackdeliveriesandpacktheexistinghandlingunitswithintheshipment
further. Forexample,youcantakedeliveryitemsthathavealreadybeenpacked
intocartons,packthemintocontainers,andloadthemontoatruck. Thesystem
alwaysprovidesthesamefunctionsasforpackingdeliveries.
Characteristicsofpackingfromwithintheshipment:
• Packing for several deliveries
• Packingiscopiedfromthedeliveryandcannotbechanged
Ifyoualreadydefinedameansoftransportintheorderoroutbounddelivery,you
cancopyittotheshipment(ifitisthesameforalldeliveries). Ahandlingunitis
thencreatedforit intheshipment (seepreviousunit).
Youcandefineadditionalinformationsuchasthedriver'snameandnationalityfor
packagingmaterialsofthe“meansof transport”type.
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SCM611 Lesson: Packing and Loading in Shipments
Exercise 11: Packing and Loading in
Shipments
Exercise Objectives
After completingthisexercise, youwillbeableto:
• Execute packing in shipments
Business Example
Yourcompanywantastomappackingandloadinginshipmentdocuments.
Task:
Mappacking andloading inashipment document.
1. EditthecollectiveshipmentfromHamburgtoStuttgartthatyoucreatedusing
theplanningproposal(No. 7onyourdatasheet). Callituptochangeit.
2. Sincetherearenomoreplanningactivitiestobecompleted,youcansetthe
statustoPlannednow. SelecttheCopymeansoftransporttypefromdelivery
activityinthedialogboxthatappears,butdonotdeterminethelegsagain.
3. Go to the packing screen. First, pack the computers in padded cartons
(packagingmaterialPK-100). Todothis,chooseNewHUifFull.
4. Nowloadthecartonsinthetruckyoualreadydefinedasahandlingunit.
Hint: ChoosethePackHUstab. SelectallPK-100andpackthem
in packaging material TM-101.
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Unit4: ShipmentProcessing SCM611
Solution 11: Packing and Loading in
Shipments
Task:
Mappackingand loading inashipment document.
1. EditthecollectiveshipmentfromHamburgtoStuttgartthatyoucreatedusing
theplanningproposal(No. 7onyourdatasheet). Callituptochangeit.
a) Choose Logistics → Logistics Execution → Transportation →
TransportationPlanning→Change→SingleDocuments
EnterthenumberofthecollectiveshipmentgoingfromHamburgto
Stuttgart thatwascreatedinthe“CreatingShipments”unit(seeline
no. 7 on the data sheet).
2. Sincetherearenomoreplanningactivitiestobecompleted,youcansetthe
statustoPlannednow. SelecttheCopymeansoftransporttypefromdelivery
activityinthedialogboxthatappears,butdonotdeterminethelegsagain.
a) ClickPlanningintheDeadlinestabinthelowerhalfofthescreen.
In the dialog box that appears, choose:
• Donotexecuteleg determinationagain
• Copymeansoftransporttypefromthedelivery
3. Go to the packing screen. First, pack the computers in padded cartons
(packagingmaterialPK-100). Todothis,chooseNewHUifFull.
a) Choose MeansofTransportandPackagingMaterialforCurrent
Shipment.
Inthetophalfofthescreen,enterPK-100asthepackagingmaterial.
Selectthematerialtobepackedinthelowerhalfofthescreen. Also
select thehandling unit you just created.
Choose New HU if Full.
EachcomputerispackedinaPK-100 carton.
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SCM611 Lesson: Packing and Loading in Shipments
4. Nowloadthecartonsinthetruckyoualreadydefinedasahandlingunit.
Hint: ChoosethePackHUstab. SelectallPK-100andpackthem
in packaging material TM-101.
a) Choose the Pack HUs tab.
SelectallitemswithPK-100inthelowerhalfofthescreen(allhandling
unitsthatcanbepacked),andselecttheTM-101handlingunit.
Choose Pack.
All cartonsarenow packed into thetruck.
Choose Save.
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Unit4: ShipmentProcessing SCM611
Lesson Summary
You should now be able to:
• Pack and load the goods for shipment
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SCM611 Lesson: Dangerous Goods Management in Shipments
Lesson: Dangerous Goods Management in Shipments
Lesson Overview
In this lesson, you will become familiar with the basics of dangerous goods
management in shipments.
Lesson Objectives
After completingthislesson, youwillbeable to:
• Explaintheconnectiontothedangerousgoodscheckinshipments
• Explaintheprocedureforthedangerousgoodscheck
Business Example
Sometimesyourcompanyshipsdangerousgoods. Youmustcheckwhetherand
underwhatconditionsshipmentswithdangerousgoodsarepermitted.
Dangerous Goods
Figure 51: Dangerous Goods and theirTransportation
Tosatisfythelegalrequirementsfortransportingdangerousgoods,youneedto
checktheshipmentdocumenttomakesuretheshipmentofthegoodsispermitted.
To do this in the SAP system, you use the functions in the EH&S module
(Environment, Health, and Safety).
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Unit4: ShipmentProcessing SCM611
Figure 52: Dangerous Goods Master Data
If a material is considered a dangerous good, you define adangerous goods
indicatorprofileinthematerialmasterrecord(basicdata2). Withthis, you
specify whether a material is classified as a dangerous good and whether it
requiresdangerousgoodsdocumentsand/or checks.
The dangerous goods master enhances the material master and is therefore
createdformaterialsthatarealreadydefinedinthesystem. Itcontainsdatathatis
necessaryforexecutingdangerousgoodschecksandcreatingdangerousgoods
documentsin compliance with existing law.
Thesubstancedatabaseisaflexibletoolformanagingandmaintainingdataon
chemicalsubstancesandpreparations. Itcontainsallsubstancedataandlegaldata.
Itthusprovidesthebasisforcomprehensiveenvironmentmanagement.
The assignment of a material number and a substance number establishes the
connectionbetweenmaterialdataandsubstancedata. Thisenablesyoutoaccess
thedangerousgoodsmasterandthesubstancedataduringthedangerousgoods
checks.
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SCM611 Lesson: Dangerous Goods Management in Shipments
Dangerous Goods Management
Figure53: DangerousGoodsManagementinLogisticsExecution
Inthelogisticsprocess,youcanactivatedangerousgoodsmanagementinthe
order, delivery document, or shipment document.
The system can then perform various dangerous goods checks, either
automaticallyoronrequest. Forinstance,youcancheckwhetherthetransportation
ofcertainmaterialswithacertainmodeoftransportispermitted. Thiscanprevent
deliveriesorshipmentsthatdonotmeetsafetyrequirementsleavingthecompany.
You can also create dangerous goods documents containing the relevant
dangerous goods data.
DangerousgoodsmanagementusesspecialmasterdataandsettingsinEH&S.
YoucanmakeyourownsettingsinCustomizingtodefinewhenthevariouschecks
shouldbeperformedandhowthedocumentshouldbefurtherprocessed.
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Unit4: ShipmentProcessing SCM611
Figure 54: Procedure forDangerous Goods Checks
Thebasicprocedureforadangerousgoodscheckisasfollows:
• Whenacheckistriggered(manuallyorautomatically)inthedocument,the
systemcallsthecheckprocessorviaaninterface.
• Theprocessordeterminesthedataforthedangerousgoodscheck,suchas
thedangerousgoodsmasterrecords, validityareas,andmodeoftransport
categories.
• Thesystemthenprocessesthedifferentcheckmethodsofthecheckschema.
• Entriesaremadeinthechecklog,whichyoucancallfromthedocument,
usingreturncodes. Theoverallreactionisdeterminedfromthereactionsof
the individual check methods.
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SCM611 Lesson: Dangerous Goods Management in Shipments
Figure55: DangerousGoodsChecksintheShipmentDocument
Youcanstartthedangerousgoodscheckfromtheshipmentdocumenteither
automatically or manually.
An automaticstartoccurs when you save the document, if the document has
the “Planned” status. The checks are not started if a document that is already
completed in the database with a status of “Shipment completion” is being
processed.
Youcanstartthecheckmanuallyatanytime-regardlessofthedocumentstatus.
However, thefollowinginformationmustbeavailable:
• Transportation planning point
• Shipment type
• Shipment stages
When the dangerous goods checks are completed, a dialog box appears that
displaysthemessagefromthecheckmethodthatdefinestheoverallreactionfor
thecheckprocedure. Ifthereareanylogentries,youcangotothechecklog.
Thechecklogdisplaysallthemessagesthatappearedwhilethedangerousgoods
checkswerebeing processed. You can print thelog.
ThedocumentisprocessedfurtherasdeterminedbytheCustomizingsettingsfor
the overallreaction. For example, adocument cannot besavedor itreceivesa
blocking indicator.
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Unit4: ShipmentProcessing SCM611
Lesson Summary
You should now be able to:
• Explaintheconnectiontothedangerousgoodscheckinshipments
• Explaintheprocedureforthedangerousgoodscheck
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SCM611 Lesson: Shipment Monitoring
Lesson: Shipment Monitoring
Lesson Overview
Inthislesson,youwillfamiliarizeyourselfwiththemonitoringandlistfunctions
in shipments.
Lesson Objectives
After completingthislesson, youwillbeable to:
• Generatedifferentliststoobtaininformationaboutshipments
• Usetheselistsasabasisforfurthershipmentprocessing
• Usegraphicaltransportationinformationasakeysourceofdata
Business Example
The employees intheshipment department must often provide informationon
shipmentsandtheirprocessingstatusquickly. Theygeneratelistsofshipmentsto
dothis,andalsousethemasabasisforprocessingthedocumentsfurther.
Shipment Monitoring
Figure56: InformationRequirementsinShipmentProcessing
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Unit4: ShipmentProcessing SCM611
Figure 57: Shipment Processing Lists
Thesystemprovidesdifferentlisttypesforshipmentprocessing:
• Transportationplanninglist: Listofalldocumentswithshipmentactivities
that still must be executed
• Utilizationlist: Listofalldocumentsthatarenotfullyutilized
• Freecapacitylist: Listofalldocumentswithacertainleveloffreecapacity
• Tenderingstatuslist: Listofalldocumentswithacertaintenderingstatus
• Check-inlist: Listofalldocumentsthatmuststillbecheckedin
• Shipmentcompletionlist: Listofalldocumentsthatmustbestillcompleted
• Changes list: List of change documents
Youcanselectshipmentsfortheselistsusingvariouscriteria. Userscandefine
their own selection variants to do this.
Thelistcontainstherelevantshipmentsandsomeimportantinformation.
Youcantheneditthelist(forexample,sortthelist)andperformseveralactivities
directly from within the list. You can also branch to the individual shipments
and change them.
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SCM611 Lesson: Shipment Monitoring
Graphical Shipment Information
Figure 58: Graphical Shipment Information
To give you a better overview of your shipments, the SAP system comeswith
shipmentinformationthatyoucandisplaygraphicallyorinlistform.
You can call up this information from within the order, the delivery or the
shipment.
When you are using the graphical display, you can make additionaldetailed
inquiries.
Forexample, youcanretrievethefollowinginformation:
• Whichitineraryisusedforaspecificdeliveryorshipment?
• Howmanyshipmentsandwhichshipmentsareshippedfromatransportation
connection point?
• Weight, volume and number of packages
• Shipping data, shipment deadlines
• Informationontransportationconnectionpoints
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Unit4: ShipmentProcessing SCM611
Figure 59: Itinerary and Transportation Network
Thegraphicalshipmentinformationdistinguishesbetweentheitineraryandthe
transportation network.
The itinerary displays only those shipment stages that the selected deliveries
or shipments are involved in.
Thetransportationnetworkdisplaysalltheshipmentstageslinkedtoadelivery
or shipment. It therefore displays all the shipments belonging to an operation
(including preliminary and subsequent legs).
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SCM611 Lesson: Shipment Monitoring
Shipment Execution Monitor
Figure 60: Shipment Execution Monitor
Usingthismonitor,youcanmonitortheprocessingstatusofshipmentdocuments
for a time span specified in the report selection criteria. This report provides
an overview of how much potential work is required based on the number of
shipment documents that have the selected processing statuses, arranged by
processing status and time.
You can use this monitor function to define the estimated workload during a
certainshiftoronacertainworkday. Forexample,whetherlaborisneededduring
criticalperiodsoftimeorwhethertherequiredequipmentisavailable.
For each processing status selected, the total number of shipments will be
displayed followed by an “Overdue” field. The overdue field is calculated by
taking into account aduration timeset by theuser.
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Unit4: ShipmentProcessing SCM611
Shipment Tendering Status Monitor
Figure 61: Monitorthe Status of ShipmentTenderings
Monitoring the tendering status of shipment documents for one or more
transportationplanningpointsisthefunctionofthismonitor.
Inadditiontothetransportationplanningpoint,shipmentscanbeselectedforthe
report basedonany combinationof the following:
• Shipment type
• Shipping point/receiving point
• Shipment route
• Forwarding agent
Themonitor willlist theresultsof thesearchbydisplayingthetotalnumberof
shipmentsfor each tendering status, followed by the number of shipmentsper
transportation planning point.
Tobetteridentifycriticalareas,awarningfieldreportsthenumberofshipments
wherenoactionhasbeentakenduringauser-definedtimeperiod(hh:mm).
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SCM611 Lesson: Shipment Monitoring
Transportation Information System
Figure 62: Transportation Information System (TIS)
TheTransportationInformationSystem(TIS)isaseparateinformationsystem
withinthelogisticsinformationsystem(LIS).Youcanuseittoproducevarious
analyses and statistics on shipments.
Thereare6differentstandardanalysesshippedinthestandardsystem:
• Transportation: Evaluation of general shipment characteristics such as
serviceagent,shipmentstartandend,andshipmenttype
• Shipmentroutes: Evaluationofroutes,suchaswhichrouteisusedandhow
often
• Meansoftransport: Evaluationofthemainshippingmaterial,suchashow
heavily are themeans of transport utilized
• Transportationshippingdata: Evaluationofinformationrelevanttoshipping,
such as how many deliveries of delivery type DL wereshipped from the
Hamburg shipping point
• Stages of shipment: Evaluation of individual stages, such as how many
trucks travel from Hamburg to Frankfurt
• Transportation material: Evaluationofindividual materials, such aswhat
proportionofthewholeshipmentvolumedidmaterialXYZhave
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SCM611 Lesson: Shipment Monitoring
Exercise 12: Shipment Monitoring
Exercise Objectives
After completingthisexercise, youwillbeableto:
• Generatelistsformonitoringandprocessingshipments
• Display graphical shipment information
Business Example
Youoftenneedinformationabouttheshipmentprocessingstatuswhileyouare
processingshipments. Youcandisplayvariousliststhatprovidethisinformation.
Youcanalsoprocessindividualshipmentsfromtheselists.
Use the graphical information system to get a comprehensive overview of
individual shipments.
Task 1:
Process shipment documents using a list.
1. Generatealistofalltheshipmentsyouhavecreatedandthatarereadytobe
completed.
Useyourusertochooseallshipmentswithstatuses1to4.
Complete the shipments from the list by selecting them and choosing
Complete.
Display the logs and check for any errors.
Task 2:
1. Youwant toknowwhichshipmentscontain yourorderwiththepurchase
order number ##-SCM611-02.
Displaytheorderandcallupthegraphicalshipmentinformation(itinerary).
2. Whichpointsofdepartureanddestinationdoesthisshipmenthave?
______________________________________________________
3. Whatotherpointswillbeincludedintheitinerary?
______________________________________________________
4. Whichotheroutbounddeliveriesareincludedinthisshipment?
______________________________________________________
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Unit4: ShipmentProcessing SCM611
Solution 12: Shipment Monitoring
Task 1:
Process shipment documents using a list.
1. Generatealistofalltheshipmentsyouhavecreatedandthatarereadytobe
completed.
Useyourusertochooseallshipmentswithstatuses1to4.
Complete the shipments from the list by selecting them and choosing
Complete.
Display the logs and check for any errors.
a) Choose Logistics → Logistics Execution → Transportation →
Execution→Lists→ShipmentCompletionList
Enter the following selection criteria:
Overalltransportstatus: 1 to 4
Created by: SCM611-##
Choose Execute.
Selectallshipmentsinthelistandchoose ShipmentCompletion.
Task 2:
1. You wantto knowwhichshipmentscontainyour orderwiththepurchase
order number ##-SCM611-02.
Displaytheorderandcallupthegraphicalshipmentinformation(itinerary).
a) Choose Logistics → Sales and Distribution → Sales → Order →
Display.
Search for the order by entering the purchase order number
##-SCM611-02inthePurchaseordernumberfieldandchooseSearch.
Then choose Environment → Transportation info → Itinerary:
Graphic.
2. Whichpointsofdepartureanddestinationdoesthisshipmenthave?
Continued on next page
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| Overalltransportstatus: | 1 to 4 |
|---|---|
| Created by: | SCM611-## |
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SCM611 Lesson: Shipment Monitoring
______________________________________________________
a) Departure and destination points:
Point of Hamburg
departure:
Destination: Munich
3. Whatotherpointswillbeincludedintheitinerary?
______________________________________________________
a) Other transportation points:
Frankfurt and Stuttgart
4. Whichotheroutbounddeliveriesareincludedinthisshipment?
______________________________________________________
a) Other outbound deliveries:
TheoutbounddeliveriesoftheHamburg-Frankfurt-Stuttgart-Munich
collective shipment are also included.
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Unit4: ShipmentProcessing SCM611
Lesson Summary
You should now be able to:
• Generatedifferentliststoobtaininformationaboutshipments
• Usetheselistsasabasisforfurthershipmentprocessing
• Usegraphicaltransportationinformationasakeysourceofdata
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SCM611 Unit Summary
Unit Summary
You should now be able to:
• Describetheconceptofshipmentstagesandhowtheyaredetermined
• Define routes, explain how they are determined, and describe their
importance in the shipment process.
• Give examples of message types
• Transferinformationfromthedeliverydocumentstotheshipmentdocument
• Call up various status information
• Define and assign activity profiles
• Describetheoptionofsplittingdeliveriesaftershipmentcreation(subsequent
delivery split)
• Processseveralshipmentdocumentsusingmasschanges
• Estimate shipment costs
• Pack and load the goods for shipment
• Explaintheconnectiontothedangerousgoodscheckinshipments
• Explaintheprocedureforthedangerousgoodscheck
• Generatedifferentliststoobtaininformationaboutshipments
• Usetheselistsasabasisforfurthershipmentprocessing
• Usegraphicaltransportationinformationasakeysourceofdata
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UnitSummary SCM611
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Unit 5
Shipment Cost Processing
Unit Overview
Thisunithandlesshipmentcostcalculationandshipmentcostsettlement.
Unit Objectives
After completing thisunit, you will beableto:
• Describeandclassifythedifferentstepsinvolvedinshipmentcostprocessing
• Understandtherequirementsforshipmentcostcalculation
• CreateshipmentcostdocumentsindividuallyusingCollectiveProcessing
• Explainthestructureoftheshipmentcostdocument
• Explainthesettingsforshipmentcosttypeandshipmentcostrelevance
• Explainhowitemcategoriesaredeterminedintheshipmentcostdocument
Unit Contents
Lesson: Overview of Shipment Cost Calculation and Settlement........156
Exercise 13: Creating Shipment Cost Documents.....................163
Lesson: Controlling Shipment Cost Processing ............................173
Exercise 14: Controlling Shipment Cost Processing ..................177
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Unit5: ShipmentCostProcessing SCM611
Lesson: Overview of Shipment Cost Calculation and
Settlement
Lesson Overview
Thislessonprovidesanoverviewofshipmentcostcalculationandtheshipment
cost settlement process.
Lesson Objectives
After completingthislesson, you will beable to:
• Describeandclassifythedifferentstepsinvolvedinshipmentcostprocessing
• Understandtherequirementsforshipmentcostcalculation
• CreateshipmentcostdocumentsindividuallyusingCollectiveProcessing
• Explainthestructureoftheshipmentcostdocument
Business Example
In your company, you calculate the costs arising from shipments using the
differentserviceagentsoncetheshipmenthasbeencompleted. Youuseaseparate
documentfortheentireshipmentcostcalculationandsettlementprocess.
Shipment Cost Processing in Detail
Figure 63: Shipment Cost Processing in Detail
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SCM611 Lesson: Overview of Shipment Cost CalculationandSettlement
Shipmentcostcalculationandshipmentcostsettlementareavailableforboth
outbound and inbound shipments.
Theshipmentcostsarerecordedinanewsystemdocument,theshipmentcost
document. Fromwithinthisdocument,youcanperformthefollowingfunctions:
• Calculation of shipment costs
• Account assignment: Assign the costs in Financial Accounting and
Controlling
• TransferthecoststoFinancialAccountingandControlling
• Settle the costs with the service agent
Requirements for Shipment Cost Calculation
Figure 64: Requirements forShipmentCost Calculation
Theshipmentmustberelevantforshipmentcosts(atheaderand/orstagelevel)
sothatyoucancreateashipmentcostdocumentforashipment. Theshipment
mustalsohavetherequiredoverallstatussetinthedefinitionoftheshipment
costtype. Asaminimum, itmusthavePlannedstatus.
YoumustexecutethefollowingsettingsinCustomizing:
• Youmustdefinenumberrangesfortheshipmentcosts.
• Youmustdefineandassignshipmentcosttypesanditemcategories.
• For each shipment type, you can set shipment cost relevance for the
followingtransportationelements: header,leg, bordercrossingpoint, and
load transfer point.
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Unit5: ShipmentCostProcessing SCM611
Structure of a Shipment Cost Document
Figure 65: Structure of the Shipment Cost Document
Theshipmentcostdocumentconsistsofthefollowingsections:
• Shipment cost header
The shipment cost header contains general information on the entire
document. Status,reference,andadministrativeinformationisprovided. As
farasthestatusinformationisconcerned,thestatusesarecumulatedstatuses
that are derived from theindividual items.
• Shipment cost items
Theitemscontaingeneraldataforshipmentcostcalculationandsettlement,
such as service agent, pricing and settlement date, tax amount and tax
base amount, and organizational data such as company code, plant, and
purchasingorganization. Eachitemhasitsownstatusfortheshipmentcost
calculation,accountassignmentandtransferfunctions.
• Shipment cost sub-items
Shipment costs are calculated at shipment cost sub-items level. The
calculation result isalsorecordedat thislevel.
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SCM611 Lesson: Overview of Shipment Cost CalculationandSettlement
Figure 66: Items of the Shipment Cost Document
Theshipmentcost itemseither referto the shipment header orto ashipment
stage.
For example, an item that refers to the header can include insurance costs for
additionaltransportationinsurance. Anitemthatreferstoashipmentstage,can
includetransportationcostsorloadtransfercosts,forexample.
Thefunctionoftheitemsiscontrolledthroughtheitemcategory.
Theitemscanbeautomaticallygeneratedormanuallycreated-dependingonthe
Customizing settings.
Creating Shipment Cost Documents
Youcancreateshipmentcostdocumentsindividuallyindialogmodeorusing
Collective Processing.
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Unit5: ShipmentCostProcessing SCM611
Figure 67: Creating a Shipment Cost Document
If you create an individual shipment cost document, you always directly refer
to ashipmentdocument. For eachshipment document, youcreateexactlyone
shipment cost document. As a result, there is a 1:1 relationship between the
two documents.
Dependingonyoursettings,thesystemautomaticallycalculatestheshipment
costs,assignsthemtoanaccount,andtransfersthemtoFinancialAccounting
when you create the shipment cost document.
Figure68: CreatingShipmentCostDocumentsUsingCollectiveProcessing
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SCM611 Lesson: Overview of Shipment Cost CalculationandSettlement
YoucanalsocreateshipmentcostdocumentsusingCollectiveProcessing. The
worklistforshipmentcostscontainsallshipmentcostrelevantshipmentforwhich
shipment costs are calculated.
Inthefirststep,youusecomprehensiveselectioncriteriatoselecttheshipments
for whichyouwant tocreateshipment costdocuments.
The system then uses a one-step process to create exactly one shipment cost
documentforeachoftheshipmentdocumentsselected(1:1relationship!).
You can start Collective Processing to run online at a specific later date or at
periodic intervals.
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Unit5: ShipmentCostProcessing SCM611
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SCM611 Lesson: Overview of Shipment Cost CalculationandSettlement
Exercise 13: Creating Shipment Cost
Documents
Exercise Objectives
After completingthisexercise, youwillbeableto:
• Describehowtheshipmentcostdocumentisorganizedandwhereitisfound
• Checkwhethershipmentdocumentsarerelevantforshipmentcosts
• Createshipmentcostdocumentsindividuallyonline
• Processtheworklistforshipment costdocuments
Business Example
As a member of the SAP project team, you want to become familiar with the
functionoftheshipment cost documentinthissection.
In order to create a document, the shipment document must be relevant for
shipment costs. You check the shipment cost relevance of your shipment
document.
ShipmentcostdocumentscanbecreatedeitherindividuallyorusingCollective
Processing(worklist). Forthemostpart,yourcompanywouldliketomakeuseof
CollectiveProcessingandonlyoccasionallycreatedocumentsindividually. You
willpracticecreatingdocumentsusingbothmethodsinthefollowingexercises.
Sincetheshipmentcostdocumentcontainsimportantinformationforprocessing
shipments,callupsomeofthedatafromexistingdocuments.
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Unit5: ShipmentCostProcessing SCM611
Task 1:
First,answerthefollowingquestionsaboutShipmentCostProcessing:
1. WhatstepsareinvolvedinShipmentCostProcessing?
2. Describethestructureoftheshipmentcostdocument:
3. Several shipment documentscanbecombinedto formoneshipment cost
document.
Determinewhetherthisstatementistrueorfalse.
□ True
□ False
4. AshipmentmusthaveatleastShipmentcompletedstatusbeforeashipment
cost document can be created.
Determinewhetherthisstatementistrueorfalse.
□ True
□ False
Task 2:
1. Createa shipment cost document for thesecondcollectiveshipment you
createdintheplanningproposal,Hamburg-Frankfurt-Stuttgart-Munich
(see line 6 on the data sheet).
First,checktoseeiftheshipmentdocumentisrelevantforshipmentcosts.
DisplaytheshipmentdocumentandgototheShipmentCostingtabinthe
shipment header.
Whatistheshipmentcostcalculationstatusofthisshipment?
______________________________________________________
2. Nowcreateashipmentcostdocumentforthisshipment.
Continued on next page
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