LO611_EN_46C_FV (第2页)

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8QLW(cid:29)(cid:3)6KLSPHQW(cid:3)&RVW(cid:3)&DOFXODWLRQ

(cid:20)(cid:26) 2-2 Shipment cost document For the shpmnt in 1-1 (Line 4)

(cid:20)(cid:27) 2-4 Shipment cost document For the collective shipment in

optional 1-3: (Line 5)

Hamburg - Stuttgart

8QLW(cid:29)(cid:3)6KLSPHQW(cid:3)&RVW(cid:3)6HWWOHPHQW

(cid:20)(cid:28) 1-1 External service order For service agent T-S11G##

(cid:21)(cid:19) 2-1 Credit memo For service agent T-S11G##

8QLW(cid:29)(cid:3)6KLSPHQW(cid:3)&RVWV(cid:3)LQ(cid:3)WKH(cid:3)6DOHV(cid:3)3URFHVV

(cid:21)(cid:20) 1-1 Sales order Customer T-S11A##

(cid:21)(cid:21) 2-2 Billing Document For Shipment Cost Document

in the Basics of

Transportation Processing

(Line 3).

© SAP AG LO611 2-19

8QLW(cid:29)(cid:3)6KLSPHQW(cid:3)&RVW(cid:3)&DOFXODWLRQ
(cid:20)(cid:26) 2-2 Shipment cost document For the shpmnt in 1-1 (Line 4)
(cid:20)(cid:27) 2-4 optional Shipment cost document For the collective shipment in 1-3: (Line 5) Hamburg - Stuttgart
8QLW(cid:29)(cid:3)6KLSPHQW(cid:3)&RVW(cid:3)6HWWOHPHQW
(cid:20)(cid:28) 1-1 External service order For service agent T-S11G##
(cid:21)(cid:19) 2-1 Credit memo For service agent T-S11G##
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(cid:21)(cid:20) 1-1 Sales order Customer T-S11A##
(cid:21)(cid:21) 2-2 Billing Document For Shipment Cost Document in the Basics of Transportation Processing (Line 3).

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At the end of these exercises, you will be able to:

• Describe how transportation fits into the processes in Logistics

• Find information in the shipment document

• Define and assign the organizational units relevant for transportation

processing in Customizing

As an employee in transportation processing, you are also a member of

the "R/3 Launch" team in the transportation area.

Before you begin setting up the system and trying out its shipment

processes, you familiarize yourself with R/3 transportation processing in

general.

You examine the structure of the shipment documents and identify what

information they contain.

Since you also need to familiarize yourself with the organizational

structures, you learn how they are defined and assigned.

1-1 First, you need to clarify the role of transportation processing and identify its

processes:

1-1-1 Explain the process chains for procurement and sales and distribution.

_____________________________________________________________

___________________________________________________________

1-1-2 What are the individual steps involved in transportation and shipment cost

processing?

_____________________________________________________________

_____________________________________________________________

_____________________________________________________________

_________________________________________________________

© SAP AG LO611 2-20

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1-2 One inbound and one outbound shipment have been created in the system as

examples.

First, display the inbound shipment.

Search for the document using the F4 help. Use the ([WHUQDO(cid:3)LGHQWLILFDWLRQ(cid:3)(cid:20) field as

a search term.

External identification 1: GR##-1. (Note: this search is case sensitive. Capitalize

where necessary.)

1-2-1 Which inbound deliveries does the shipment contain?

___________________________________________________________

1-2-2 Record the shipment document number on Line no. 1 on your Transaction

Data Sheet.

1-2-3 Find the following information in the shipment document:

Shipment type:________________________________________________

Plant: _________________________________________

Service agent: ________________________________________________

1-2-4 Go to the inbound delivery and search for the following information:

Delivery date: ________________________________________________

Vendor: ___________________________________________________

Material number and quantity ordered: ______________________

Reference document for inbound delivery items (purchase order):

___________________

1-3 Now display the outbound shipment. Carry out a new search for this one using the

([WHUQDO(cid:3)LGHQWLILFDWLRQ(cid:3)(cid:20) field:

External identification 1: GR##-2. (Note: this search is case sensitive. Capitalize

where necessary.)

1-3-1 Which outbound deliveries does this shipment contain?

___________________________________________________________

1-3-2 Record the shipment document number on Line no. 2 on your Transaction

Data Sheet.

© SAP AG LO611 2-21

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1-3-3 Find the following information in the shipment document:

Shipment type: ____________________________________________

Ship-to address: ______________________________________

Shipping point: ____________________________________________

Shipment weight: _______________________________________

1-3-4 Display the corresponding document flow.

What order initiated this document flow? What is its status?

___________________________________________________________

1-3-5 Check whether the shipment costs have already been calculated for this

shipment. To do this, check the overall status of shipment cost calculation in

the shipment header.

Overall status of shipment cost calculation:

______________________________

Number of the shipment cost document:

________________________________

1-4 True or false?

1-4-1 A company code is an independent, accounting unit.

1-4-2 Each plant has exactly one shipping point.

1-4-3 Shipments are processed at a transportation planning point.

1-4-4 Each transportation planning point must be assigned to a plant.

1-4-5 Each transportation planning point must be assigned to a warehouse

number.

1-5 Which transportation planning points are defined for company code 1000?

_______________________________________________________________

Go to the address screen for transportation planning point 1000. In which street is it

located?

_______________________________________________________________

© SAP AG LO611 2-22

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1-1 Position of transportation processing and the processes involved.

1-1-1 Procurement process:

Inbound shipments can take place within the procurement process. They are

created on the basis of inbound deliveries. They document the transportation

of one or more inbound deliveries from one or more vendors to the

company’s own plant.

Sales process:

Outbound shipments are found in the sales process. They illustrate the

transport of one or more outbound deliveries from your plants to the

customer. They are created on the basis of outbound deliveries.

1-1-2 Steps within transportation and shipment cost processing:

1. Create shipment document

2. Process shipment document (plan and complete)

3. Monitor shipments

4. Create shipment cost document

5. Calculate shipment costs

6. Transfer shipment costs

7. Settle shipment costs with the service agent

8. Bill shipment costs to the customer

You do not need to complete these steps in the exact order given above. It

just represents a typical processing scenario.

© SAP AG LO611 2-23

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1-2 Display inbound shipment:

(cid:213) (cid:213) (cid:213) (cid:213)

/RJLVWLFV(cid:3) (cid:3)/RJLVWLFV(cid:3)([HFXWLRQ(cid:3) (cid:3)7UDQVSRUWDWLRQ(cid:3) (cid:3)7UDQVSRUWDWLRQ(cid:3)3ODQQLQJ(cid:3)

’LVSOD\

Choose the F4 help in the 6KLSPHQW(cid:3)QXPEHU field.

In the selection screen, enter your search term in the ([WHUQDO(cid:3),’(cid:3)(cid:20) field and execute

the search.

Choose your shipment from the shipment list.

1-2-1 Inbound deliveries:

(cid:213)

(cid:3)6KLSPHQWV(cid:3)DQG(cid:3)GHOLYHULHV(cid:3)RYHUYLHZ(cid:3)VFUHHQ(cid:29)

One inbound delivery is involved in this shipment.

1XPEHU(cid:29) ’RFXPHQW(cid:3)QXPEHUV(cid:3)ZLOO(cid:3)YDU\

1-2-2 Record the shipment document number on Line no. 1 on your Transaction

Data Sheet.

1-2-3 Information in the shipment document:

6KLSPHQW(cid:3)W\SH(cid:29)

(cid:213)

(cid:3)*RWR

(cid:213)

6KLSPHQW(cid:3)RYHUYLHZ(cid:29)

6KLSPHQW(cid:3)W\SH field:,QERXQG(cid:3)VKLSPHQW (0010)

(cid:213)

3ODQW(cid:29) (cid:3)6KLSPHQWV(cid:3)DQG(cid:3)GHOLYHULHV(cid:3)RYHUYLHZ(cid:3)VFUHHQ(cid:29)

Field: 3ODQW(cid:29) (cid:20)(cid:19)(cid:19)(cid:19)(cid:3)(Hamburg)

6HUYLFH(cid:3)DJHQW(cid:29) (cid:213) (cid:3)6KLSPHQWV(cid:3)DQG(cid:3)GHOLYHULHV(cid:3)RYHUYLHZ(cid:3)VFUHHQ or 6KLSPHQW

RYHUYLHZ:

6HUYLFH(cid:3)DJHQW(cid:3)“TransLog” (7(cid:16)6(cid:20)(cid:20)*(cid:6)(cid:6)(cid:12)

1-2-4 Information in the inbound delivery:

(cid:213)

(cid:3)6KLSPHQWV(cid:3)DQG(cid:3)GHOLYHULHV(cid:3)RYHUYLHZ(cid:3)VFUHHQ(cid:29)

’RXEOH(cid:3)FOLFN(cid:3)RQ(cid:3)WKH(cid:3)LQERXQG(cid:3)GHOLYHU\(cid:29)

’HOLYHU\(cid:3)GDWH(cid:29) 7RGD\¶V(cid:3)GDWH(cid:11)’DWHV(cid:3)PD\(cid:3)YDU\(cid:12)

9HQGRU: 7(cid:16)6(cid:20)(cid:20))(cid:6)(cid:6)

0DWHULDO(cid:29) 7(cid:16)$7&(cid:20), (cid:24)(cid:19) pieces

5HIHUHQFH(cid:3)GRFXPHQW (purchase order): ’RFXPHQW(cid:3)QXPEHUV(cid:3)ZLOO(cid:3)YDU\

© SAP AG LO611 2-24

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1-3 Display outbound shipment:

(cid:213) (cid:213) (cid:213) (cid:213)

/RJLVWLFV(cid:3) (cid:3)/RJLVWLFV(cid:3)([HFXWLRQ(cid:3) (cid:3)7UDQVSRUWDWLRQ(cid:3) (cid:3)7UDQVSRUWDWLRQ(cid:3)3ODQQLQJ(cid:3)

’LVSOD\

Choose the F4 help in the 6KLSPHQW(cid:3)QXPEHU field.

In the selection screen, enter your search term in the ([WHUQDO(cid:3),’(cid:3)(cid:20) field and execute

the search.

Choose your shipment from the shipment list.

1-3-1 Outbound deliveries:

(cid:213)

(cid:3)6KLSPHQWV(cid:3)DQG(cid:3)GHOLYHULHV(cid:3)RYHUYLHZ(cid:3)VFUHHQ(cid:29)

One outbound delivery is involved in this shipment.

1XPEHU(cid:29) ’RFXPHQW(cid:3)QXPEHUV(cid:3)ZLOO(cid:3)YDU\

1-3-2 Record the shipment document number on Line no. 2 on your Transaction

Data Sheet.

1-3-3 Information in the shipment document:

6KLSPHQW(cid:3)W\SH(cid:29) (cid:213) (cid:3)6KLSPHQW(cid:3)RYHUYLHZ(cid:29)(cid:3)6KLSPHQW(cid:3)W\SH field:

,QGLYLGXDO(cid:3)VKLSPHQW –(cid:3)5RDG(cid:3)(cid:11)(cid:19)(cid:19)(cid:19)(cid:20)(cid:12)

(cid:213)

6KLS(cid:16)WR(cid:3)DGGUHVV(cid:29)(cid:3) (cid:3)6KLSPHQWV(cid:3)DQG(cid:3)GHOLYHULHV(cid:3)RYHUYLHZ(cid:3)VFUHHQ(cid:29)

5HFLSLHQW(cid:3)DGGUHVV field: (cid:25)(cid:19)(cid:20)(cid:21)(cid:22)(cid:3))UDQNIXUW

6KLSSLQJ(cid:3)SRLQW(cid:29)

(cid:213)

(cid:3)6KLSPHQWV(cid:3)DQG(cid:3)GHOLYHULHV(cid:3)RYHUYLHZ(cid:3)VFUHHQ(cid:29)

6KLSSLQJ(cid:3)SRLQW field: =(cid:19)(cid:6)(cid:6) (Hamburg)

6KLSPHQW(cid:3)ZHLJKW(cid:29)

(cid:213)

(cid:3)6KLSPHQWV(cid:3)DQG(cid:3)GHOLYHULHV(cid:3)RYHUYLHZ(cid:3)VFUHHQ

7RWDO(cid:3)ZHLJKW field(cid:29)(cid:3)(cid:23)(cid:25)(cid:26)(cid:17)(cid:20)(cid:3)NJ

1-3-4 Document flow:

(cid:213)

(QYLURQPHQW(cid:3) (cid:3)’RFXPHQW(cid:3)IORZ

2UGHU(cid:3)QXPEHU(cid:29) ’RFXPHQW(cid:3)QXPEHUV(cid:3)ZLOO(cid:3)YDU\

The status of the order is FRPSOHWHG.

1-3-5 Shipment costs:

(cid:213) *RWR (cid:213) (cid:3)6KLSPHQW(cid:3)RYHUYLHZ(cid:29)(cid:3)6KLSPHQW(cid:3)FVW(cid:3)FDO(cid:3)tab

2YHUDOO(cid:3)VWDWXV(cid:3)RI(cid:3)VKLSPHQW(cid:3)FRVW(cid:3)FDOFXODWLRQ(cid:29)(cid:3)(cid:3)&RPSOHWHO\(cid:3)SURFHVVHG

Number of the shipment cost document: (cid:213) (cid:3)Choose(cid:3)6KLSPHQW(cid:3)FRVW

GRFXPHQW(cid:29)

’RFXPHQW(cid:3)QXPEHUV(cid:3)ZLOO(cid:3)YDU\

© SAP AG LO611 2-25

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1-4 True or false?

1-4-1 True

1-4-2 False: A plant can have more than one shipping point.

1-4-3 True

1-4-4 False: A transportation planning point is only defined for a particular

company code and is not linked to other organizational units.

1-4-5 False: A transportation planning point is only defined for a particular

company code and is not linked to other organizational units.

1-5 Transportation planning points for company code 1000:

(cid:213) (cid:213) (cid:213)

,0*(cid:29)(cid:3)(QWHUSULVH(cid:3)6WUXFWXUH(cid:3) (cid:3)’HILQLWLRQ(cid:3) (cid:3)/RJLVWLFV(cid:3)([HFXWLRQ(cid:3) (cid:3)0DLQWDLQ

7UDQVSRUWDWLRQ(cid:3)3ODQQLQJ(cid:3)3RLQW

Company code 1000: Transportation planning points:

(cid:20)(cid:19)(cid:19)(cid:19), (cid:20)(cid:19)(cid:20)(cid:19), (cid:20)(cid:19)(cid:20)(cid:20)(cid:15) and (cid:20)(cid:21)(cid:19)(cid:19)

Select the entry (cid:20)(cid:19)(cid:19)(cid:19): (cid:213) (cid:3)(GLW(cid:3) (cid:213) (cid:3)$GGUHVV

6WUHHW(cid:18)+RXVH(cid:3)QXPEHU(cid:29) $OWHUVGRUIHUVWU(cid:17)(cid:3)(cid:20)(cid:22)

© SAP AG LO611 2-26

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© SAP AG LO611 3-3

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© SAP AG LO611 3-4

第 43 页 / 共 314 页

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n A company can use different WUDQVSRUWDWLRQ(cid:3)VFHQDULRV, which will be characterized by different

processing types or means of transport.

n To model these different kinds of shipments, you can define VKLSPHQW(cid:3)W\SHV in Customizing.

© SAP AG LO611 3-5

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2XWSXW 66KKLLSSPPHHQQWW(cid:3)(cid:3)WW\\SSHH

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3DUWQHUV

3ODQQLQJ(cid:3)3URILOH 8SGDWH(cid:3)FKDQJH(cid:3)GRFXPHQWV"

6SOLW(cid:3)SURILOH

ª SAP AG 1999

(cid:140)

The VKLSPHQW(cid:3)W\SH controls elements in the shipment document and therefore represents a

particular processing type for a shipment.

(cid:140)

Shipment type settings include:

• The leg determination type (automatic leg determination, for example)

• The completion type (loaded outbound shipment, inbound shipment, for example)

• The processing control (collective shipment using one mode of transport, for example)

• The service level (general cargo, grouped load, for example)

• The shipping type (truck, train, mail, for example)

• The leg indicator (preliminary leg, subsequent leg, direct leg, for example)

• Copying data from preceding documents (forwarding agent and route, if unique, for example)

• Output, text and partner determination procedures

• Default values for the shipment document (weight and volume unit, planning profile, for

example)

• Setting to cause automatic generation of items in a delivery document for handling units created

within a shipment

(cid:140)

You can define your own shipment types to suit your own shipment requirements.

© SAP AG LO611 3-6

第 45 页 / 共 314 页

ª SAP AG 1999

© SAP AG LO611 3-7

(cid:0)(cid:2)

(cid:15)(cid:17)

!"

(cid:3)*

(cid:0)(cid:2)

(cid:15)(cid:17)

!"

(cid:3)*

(cid:1)(cid:4) (cid:3)(cid:6) (cid:5)(cid:7)(cid:8) (cid:1)(cid:10) (cid:9)(cid:12) (cid:11)0

(cid:16)(cid:19) (cid:18)(cid:17) (cid:20)(cid:22) (cid:21)(cid:24) (cid:23)(cid:26) (cid:25)(cid:27) (cid:20)(cid:29)

(cid:18)(cid:4) (cid:21)(cid:24) (cid:15)(cid:24) (cid:16) (cid:25)(cid:24) #(cid:6) $& %’ (cid:30)(cid:6)

(cid:18)(cid:24) (cid:25), +- (cid:21)2 1

(cid:1)(cid:4) (cid:3)(cid:6) (cid:5)(cid:7)(cid:8) (cid:1)(cid:10) (cid:9)(cid:12) (cid:11)(cid:14)

(cid:16)(cid:19) (cid:18)(cid:17) (cid:20)(cid:22) (cid:21)(cid:24) (cid:23)(cid:26) (cid:25)(cid:27) (cid:20)(cid:29)

(cid:18)(cid:4) (cid:21)(cid:24) (cid:15)(cid:24) (cid:16) (cid:25)(cid:24) #(cid:6) $& %’ (cid:30)(cid:6)

(cid:18)(cid:24) (cid:25), +- (cid:21)(cid:24) .

/

(cid:28)(cid:17)

(cid:16))(

(cid:13)

(cid:28)(cid:17)

(cid:16))(

(cid:30)(cid:6)

(cid:30)(cid:6)

(cid:16)

(cid:16)

(cid:31)

(cid:31)

,QGLYLGXDO(cid:3)6KLSPHQW

6+,30(17

+DPEXUJ

’HOLYHU\(cid:3)(cid:20)(cid:15)(cid:21)

%% $$

)UDQNIXUW

n An LQGLYLGXDO(cid:3)VKLSPHQW has the following characteristics:

Ø

One or more inbound or outbound deliveries are involved in the shipment.

Ø

There is one single point of departure and one single destination.

Ø

In most cases, only one mode of transport is used.

Ø

A shipment document is created.

n In the standard system, shipment type 0001 is predefined. Important control parameters in

Customizing include:

Ø

Completion type: 1 = Loaded outbound shipment

Ø

Processing control: 1 = Individual shipment using one mode of transport

Ø

Leg indicator: 4 = Direct leg

第 46 页 / 共 314 页

ª SAP AG 1999

© SAP AG LO611 3-8

(cid:0)(cid:8)

(cid:15)(cid:24)

!(cid:17)

(cid:3),

(cid:0)(cid:8)

(cid:15)(cid:24)

!(cid:17)

(cid:3),

(cid:1)(cid:26) (cid:3)(cid:24) (cid:5)(cid:7)(cid:2) (cid:1)3 (cid:9)" (cid:11)9

(cid:16) (cid:18)(cid:12) (cid:20)5 (cid:21)(cid:17) (cid:23)6 (cid:25)(cid:27) (cid:20)7

(cid:18)(cid:4) (cid:21); :(cid:4) (< (cid:30); ((cid:19) ((cid:19) (cid:31)(cid:24) (cid:25)(cid:24)

(cid:18)(cid:24) (cid:25)(cid:27) +- (cid:21)2 1

(cid:1)(cid:26) (cid:3)(cid:24) (cid:5)(cid:7)(cid:2) (cid:1)3 (cid:9)" (cid:11)4

(cid:16) (cid:18)(cid:12) (cid:20)5 (cid:21)(cid:17) (cid:23)6 (cid:25)(cid:27) (cid:20)7

(cid:18)(cid:4) (cid:21)(cid:6) (cid:15)(cid:24) (cid:16)(cid:19) (cid:25)(cid:24) #(cid:17) $& %’ (cid:30)(cid:6)

(cid:18)(cid:24) (cid:25)(cid:27) +- (cid:21)(cid:24) .

/

(cid:28)(cid:6) (cid:30)(cid:6)

(cid:16))(

(cid:13)

(cid:28)(cid:6) (cid:30)(cid:6)

(cid:16)(cid:19) (

(cid:16)8

(cid:16)8

(cid:31)

(cid:31)

&ROOHFWLYH(cid:3)6KLSPHQW

6+,30(17

+DPEXUJ

%% $$ ’HOLYHU\(cid:3)(cid:20)(cid:17)(cid:21)

)UDQNIXUW

$$ ’HOLYHU\(cid:3)(cid:20)

6WXWWJDUW

n A FROOHFWLYH(cid:3)VKLSPHQW has the following characteristics:

Ø

One or more inbound or outbound deliveries are involved in the shipment.

Ø

There are one or more points of departure and one or more destinations.

Ø

In most cases, only one mode of transport is used.

Ø

A shipment document is created.

n In the standard system, shipment type 0002 is predefined. Important control parameters in

Customizing include:

Ø

Completion type: 1 = Loaded outbound shipment

Ø

Processing control: 3 = Collective shipment using one mode of transport

Ø

Leg indicator: 4 = Direct leg

第 47 页 / 共 314 页

ª SAP AG 1999

© SAP AG LO611 3-9

(cid:0)P (cid:16)(cid:19) =; S* +(cid:24) =(cid:24) #

:(cid:2) H(cid:6) ?@I* (cid:20)J =(cid:24) #; (3

(cid:0)3

/

=(cid:24) >@?A(cid:27) =(cid:6) (cid:16)CBE D, F(cid:19) G

(cid:9)3 (cid:18)(cid:24) (C((cid:19) =(cid:24) (cid:16) +(cid:6) (cid:25)*

(cid:0)(cid:26)

(cid:20)

:P

=(cid:24)

H(cid:6)

>@?A(cid:27)

?@I(cid:6)

=(cid:6)

(cid:20)Q

(cid:16))BR

=(cid:24) #, ((cid:12)

/2 FCG

D

K(cid:26) =M LN (cid:11)(cid:10) (cid:18)6 (cid:16)’ $O (cid:23)(cid:26) (cid:25)(cid:24) (cid:16)’ (cid:28)(cid:27) (cid:18)6 (cid:16) .(cid:10) (cid:18)* S; ((cid:19) (cid:18)" # T(cid:4) H(cid:6) ?@>(cid:25), +(cid:24) =(cid:24) >@I(cid:17) H(cid:6) ?(cid:25)

0DLQ(cid:3)OHJ

6XEVHTXHQW(cid:3)OHJV

3UHOLPLQDU\

OHJV

:P H(cid:6) ?@I(cid:24) (cid:20)Q =(cid:24) #, ((cid:6) W

:(cid:8) H(cid:6) ?@I* (cid:20)U =(cid:24) #; (" V

:(cid:8) H(cid:6) ?@I(cid:6) (cid:20)Q =(cid:24) #, ((cid:12) G

(cid:0)(cid:26)

(cid:0)(cid:4)

=(cid:6)

=(cid:17)

>@?A*

>@?A(cid:27)

=(cid:24)

=(cid:24)

(cid:16))BE

(cid:16))BO

D

W* F)G

7UDQVSRUWDWLRQ(cid:3)&KDLQ

(cid:0)3 =(cid:6) >@?A* =(cid:24)

(cid:23)(cid:26) (cid:25)(cid:24)

(cid:16)CBR

(cid:20)(cid:29)

/,

(cid:28)(cid:17)

X(cid:13)

(cid:30)(cid:6)

:(cid:8)

(cid:16) (cid:31)

H(cid:6) ?@I* (cid:20)U =(cid:24) #; (" (cid:13)

(cid:0)3 =(cid:24) >@?A(cid:24) =(cid:24) (cid:16)CBR /; X(cid:13)

n A(cid:3)WUDQVSRUWDWLRQ(cid:3)FKDLQ supports the shipment of inbound or outbound deliveries for which several

modes of transport are to be used. This means that the deliveries are involved in various subsequent

shipments.

n A transportation chain has the following characteristics:

Ø

One or more deliveries are involved in several shipments.

Ø

There are one or more points of departure and one or more destinations.

Ø

Various modes of transport can be used.

Ø

Several shipment documents are created: preliminary legs, main leg, and subsequent legs. Special

shipment types are available for this in the system.

n ([DPSOH of a transportation chain:

Ø

The computer manufacturer ships deliveries from Dresden and Hamburg to Boston and

Philadelphia:

Ø

The deliveries from Dresden and Hamburg are shipped separately by truck or rail to Rotterdam:

Leg indicator 1 = Preliminary leg

Ø

In Rotterdam, the deliveries are loaded together and shipped to New York: Leg indicator 2 = Main

leg

Ø

In New York, the deliveries are again shipped separately by truck to Boston and by rail to

Philadelphia: Leg indicator 3 = Subsequent leg

第 48 页 / 共 314 页

7UDQVSRUWDWLRQ(cid:3)5HOHYDQFH

’HOLYHU\(cid:3)LWHP(cid:3) 5RXWH(cid:3)RI(cid:3)

’HOLYHU\(cid:3)W\SH

FDWHJRU\ WKH(cid:3)GHOLYHU\

4 4 4

2XW(cid:17)(cid:3)GHOLYHU\ /) 6WDQGDUG(cid:3)LWHP 7$1 5RXWH(cid:3)++(cid:3)(cid:16)(cid:3))

4

&DVK(cid:3)VDOH(cid:3) %9 7H[W(cid:3)LWHP 7$; 5RXWH(cid:3)++(cid:3)(cid:16)(cid:3)0

4 4

,QE(cid:17)(cid:3)GHOLYHU\ (/ ,QE(cid:17)(cid:3)GHOLYHU\ (/1 1RUWKHUQ(cid:3)URXWH

2XW(cid:17)(cid:3)GHOLYHU\(cid:3)/)

5RXWH(cid:3)++(cid:3)(cid:16)(cid:3))

7UDQVSRUWDWLRQ

SODQQLQJ(cid:3)VWDWXV(cid:3) (cid:3)$

ª SAP AG 1999

(cid:140)

The WUDQVSRUWDWLRQ(cid:3)UHOHYDQFH of WKH(cid:3)GHOLYHU\(cid:3)W\SH, the GHOLYHU\(cid:3)LWHP(cid:3)FDWHJRU\, and the URXWH in

the delivery controls whether a shipment can be created or not.

(cid:140)

So that a shipment can be created, the delivery type must be set as relevant for transportation.

(cid:140)

Similarly, at least one delivery item category in the delivery must be relevant for transportation.

(cid:140)

The outbound delivery must contain a URXWH that is relevant for transportation (does not apply to

inbound deliveries). A route is defined as the connection between a point of departure and a

destination point with several possible points in between.

(cid:140)

If all three (or two in the case of inbound deliveries) conditions are met, the delivery has

WUDQVSRUWDWLRQ(cid:3)SODQQLQJ(cid:3)VWDWXV A, which means that the delivery document is relevant for

transportation.

(cid:140)

You set transportation relevance in Customizing for Transportation.

© SAP AG LO611 3-10

第 49 页 / 共 314 页

&RQWUROOLQJ(cid:3)7UDQVSRUWDWLRQ(cid:29)(cid:3)6XPPDU\

<RX(cid:3)DUH(cid:3)QRZ(cid:3)DEOH(cid:3)WR(cid:29)

l

*LYH(cid:3)DQ(cid:3)RYHUYLHZ(cid:3)RI(cid:3)WKH(cid:3)GLIIHUHQW(cid:3)VWDQGDUG

VKLSPHQW(cid:3)W\SHV

l

([SODLQ(cid:3)WKH(cid:3)GLIIHUHQW(cid:3)FRQWURO(cid:3)SDUDPHWHUV(cid:3)IRU(cid:3)WKH

VKLSPHQW(cid:3)W\SH

l

6HW(cid:3)WUDQVSRUWDWLRQ(cid:3)UHOHYDQFH(cid:3)IRU(cid:3)GHOLYHU\(cid:3)W\SHV(cid:15)

GHOLYHU\(cid:3)LWHP(cid:3)FDWHJRULHV(cid:15)(cid:3)DQG(cid:3)URXWHV

ª SAP AG 1999

© SAP AG LO611 3-11

第 50 页 / 共 314 页

([HUFLVHV

8QLW(cid:29)(cid:3)&RQWUROOLQJ(cid:3)7UDQVSRUWDWLRQ

At the end of these exercises, you will be able to:

• Define the shipment type control elements

• Describe the various shipment types

• Check transportation relevance

You have helped the project team define your company’s needs in terms

of transportation processing.

Now you familiarize yourself with the shipment types and their control

elements. You check to make sure the shipment types defined in the

system sufficiently meet your needs.

Shipments should always be created for some of your company’s delivery

types, but not for others. You therefore check the settings for

transportation relevance in the system.

&DXWLRQ:

For the following exercises, only display the settings.(cid:3)’R(cid:3)QRW(cid:3)FKDQJH

WKHP(cid:17)

If you want to test your own settings, copy an existing shipment type and

change only the copy.

1-1 Using the control elements, first check whether the predefined shipment type (cid:19)(cid:19)(cid:20)(cid:19)

(inbound shipment) meets your requirements.

1-1-1 How can you tell that this is an inbound shipment?

____________________________________________________________

1-1-2 Your inbound shipments are handled by truck. Make sure that this setting is

correct. Which indicator is responsible for this?

____________________________________________________________

1-1-3 The inbound shipment should not be part of a transportation chain. In other

words, inbound deliveries are involved in one inbound shipment only before

arriving at their destination. How is this controlled?

____________________________________________________________

© SAP AG LO611 3-12

第 51 页 / 共 314 页

1-2 Now check the collective shipment by road (shipment type (cid:19)(cid:19)(cid:19)(cid:21)). What are the

settings of the following indicators? Make sure you understand what they mean.

6KSPW&RPSO7\SH(cid:29) ___________________________________

3URFHVV&RQWURO(cid:29) ___________________________________

/HJ(cid:3)LQGLFDWRU(cid:29) ___________________________________

/HJ(cid:3)GHWHUPLQDWLRQ(cid:29) ___________________________________

$GRSW(cid:3)URXWH(cid:29) ______________________

3LFN(cid:3)FKHFN(cid:29) ___________________________________

1-3 Make sure transportation relevance is set correctly for the different operations

relevant for transportation in your company.

1-3-1 The following delivery types are among those used in your company. Check

that these types are set as relevant for transportation in the system. But don’t

change the settings!

Delivery /) r

Returns delivery /5 r

Del. for stock trans. 8/ r

Shpg notif. (/ r

1-3-2 Find out whether the frequently-used routes from the Hamburg region to the

Frankfurt and Stuttgart regions (5(cid:19)(cid:19)(cid:19)(cid:21)(cid:24) and 5(cid:19)(cid:19)(cid:19)(cid:22)(cid:19)) are relevant for

transportation processing.

______________________________________

© SAP AG LO611 3-13

第 52 页 / 共 314 页

6ROXWLRQV

8QLW(cid:29)(cid:3)&RQWUROOLQJ(cid:3)7UDQVSRUWDWLRQ

&DXWLRQ:

For the following exercises, only display the settings.(cid:3)’R(cid:3)QRW(cid:3)FKDQJH

WKHP(cid:17)

If you want to test your own settings, copy an existing shipment type and

change only the copy.

1-1 Controlling the shipment type 0010 (inbound shipment):

,0*(cid:29)(cid:3)/RJLVWLFV(cid:3)([HFXWLRQ(cid:3)fi 7UDQVSRUWDWLRQ(cid:3)fi 6KLSPHQWV(cid:3)fi ’HILQH(cid:3)6KLSPHQW

7\SHV

Select inbound shipment (cid:19)(cid:19)(cid:20)(cid:19) and choose ’HWDLOV.

1-1-1 Inbound shipment:

6KLSPHQW(cid:3)FRPSOHWLRQ(cid:3)W\SH field:(cid:3)Loaded inbound shipment

1-1-2 Transportation by truck:

6KLSSLQJ(cid:3)W\SH field: 01 Truck

1-1-3 Not part of a transportation chain:

/HJ(cid:3)LQGLFDWRU field: Direct leg

1-2 Controlling the shipment type 0002 (collective shipment – road):

,0*(cid:29)(cid:3)/RJLVWLFV(cid:3)([HFXWLRQ(cid:3)fi 7UDQVSRUWDWLRQ(cid:3)fi 6KLSPHQWV(cid:3)fi ’HILQH(cid:3)6KLSPHQW

7\SHV

Select inbound shipment (cid:19)(cid:19)(cid:19)(cid:21) and choose ’HWDLOV.

6KSPW&RPSO7\SH: /RDGHG(cid:3)RXWERXQG(cid:3)VKLSPHQW

3URFHVV&RQWURO(cid:29) &ROOHFWLYH(cid:3)VKLSPHQW(cid:3)XVLQJ(cid:3)RQH(cid:3)PRGH(cid:3)RI(cid:3)WUDQVSRUW

/HJ(cid:3)LQGLFDWRU: ’LUHFW(cid:3)OHJ

’HWHUPLQH(cid:3)OHJV: /HJV(cid:3)GHWHUPLQHG(cid:3)DFFRUGLQJ(cid:3)WR(cid:3)GHSDUWXUH(cid:3)SRLQW(cid:3)DQG(cid:3)

LWLQHUDU\

$GRSW(cid:3)URXWH(cid:29) $GRSW(cid:3)DOO(cid:3)VWDJHV

3LFN(cid:3)FKHFN(cid:29) QR(cid:3)FKHFN(cid:3)UHJDUGLQJ(cid:3)IXOO(cid:3)SLFNLQJ

© SAP AG LO611 3-14

第 53 页 / 共 314 页

1-3 Check transportation relevance:

,0*(cid:29)(cid:3)/RJLVWLFV(cid:3)([HFXWLRQ(cid:3)fi 7UDQVSRUWDWLRQ(cid:3)fi 6KLSPHQWV(cid:3)fi 0DLQWDLQ

WUDQVSRUWDWLRQ(cid:3)5HOHYDQFH

1-3-1 Transportation relevance for delivery types:

$FWLYLW\(cid:29)(cid:3)0DLQWDLQ(cid:3)WUDQVSRUWDWLRQ(cid:3)UHOHYDQFH(cid:3)IRU(cid:3)GHOLYHU\(cid:3)W\SHV

Delivery LF 9

Returns delivery LR r

Del. for stock trans. UL r

Shipping notif. EL 9

1-3-2 Transportation relevance for routes:

$FWLYLW\(cid:29)(cid:3)0DLQWDLQ(cid:3)WUDQVSRUWDWLRQ(cid:3)UHOHYDQFH(cid:3)IRU(cid:3)URXWHV

R00025 and R00030 are relevant for transportation.

© SAP AG LO611 3-15

第 54 页 / 共 314 页

&UHDWLQJ(cid:3)6KLSPHQWV

&RQWHQWV

l

&ULWHULD(cid:3)IRU(cid:3)FUHDWLQJ(cid:3)VKLSPHQWV

l

,QIRUPDWLRQ(cid:3)5HOHYDQW(cid:3)IRU(cid:3)7UDQVSRUWDWLRQ(cid:3)LQ(cid:3)WKH(cid:3)2UGHU

l

’LIIHUHQW(cid:3)PHWKRGV(cid:3)RI(cid:3)FUHDWLQJ(cid:3)VKLSPHQWV

l

&ROOHFWLYH(cid:3)SURFHVVLQJ

l

3ODQQLQJ(cid:3)SURSRVDO

l

,QWHUIDFH(cid:3)WR(cid:3)H[WHUQDO(cid:3)WUDQVSRUWDWLRQ(cid:3)SODQQLQJ(cid:3)V\VWHPV

ª SAP AG 1999

© SAP AG LO611 4-1

第 55 页 / 共 314 页

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$W(cid:3)WKH(cid:3)FRQFOXVLRQ(cid:3)RI(cid:3)WKLV(cid:3)XQLW(cid:15)(cid:3)\RX(cid:3)ZLOO(cid:3)EH(cid:3)DEOH(cid:3)WR(cid:29)

l

’HVFULEH(cid:3)WKH(cid:3)SRVVLEOH(cid:3)FULWHULD(cid:3)IRU(cid:3)FUHDWLQJ(cid:3)VKLSPHQWV

l

8VH(cid:3)WKH(cid:3)LQIRUPDWLRQ(cid:3)UHOHYDQW(cid:3)IRU(cid:3)WUDQVSRUWDWLRQ(cid:3)LQ(cid:3)WKH

RUGHU(cid:15)(cid:3)H[SODLQ(cid:3)KRZ(cid:3)WR(cid:3)FRS\(cid:3)LW(cid:3)DQG(cid:3)SLQSRLQW(cid:3)LWV

LPSRUWDQFH(cid:3)IRU(cid:3)WUDQVSRUWDWLRQ

l

&UHDWH(cid:3)VKLSPHQWV(cid:3)LQGLYLGXDOO\

l

&UHDWH(cid:3)VKLSPHQWV(cid:3)XVLQJ(cid:3)FROOHFWLYH(cid:3)SURFHVVLQJ(cid:3)DQG

GHILQH(cid:3)WKH(cid:3)QHFHVVDU\(cid:3)SURFHVVLQJ(cid:3)UXOHV

l

’HILQH(cid:3)SODQQLQJ(cid:3)SURILOHV(cid:3)DQG(cid:3)FUHDWH(cid:3)VKLSPHQWV(cid:3)XVLQJ

WKH(cid:3)SODQQLQJ(cid:3)SURSRVDO

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’HVFULEH(cid:3)WKH(cid:3)FRQQHFWLRQ(cid:3)WR(cid:3)H[WHUQDO(cid:3)WUDQVSRUWDWLRQ

SODQQLQJ(cid:3)V\VWHPV

ª SAP AG 1999

© SAP AG LO611 4-2

第 56 页 / 共 314 页

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*RRGV(cid:3)UHFHLSW(cid:3) *RRGV(cid:3)LVVXH(cid:3)

SURFHVV SURFHVV

&&UU&&HHUUHDHDDDWWWHWHHH(cid:3)(cid:3)(cid:3)(cid:3)VVVVKKKKLLLLSSSSPPPPHHQQHHWWQQ(cid:3)(cid:3)GGWWRR(cid:3)(cid:3)GGFFXRXRPPFFXHXHQQPPWW HHQQWW

33UURRFFHHVVVV(cid:3)(cid:3)VVKKLLSSPPHHQQWW

00RRQQLLWWRRUU(cid:3)(cid:3)VVKKLLSSPPHHQQWW

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ª SAP AG 1999

© SAP AG LO611 4-3

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RI(cid:3)VSHFLDO(cid:3)VKLSPHQWV(cid:15)(cid:3)IRU(cid:3)LQVWDQFH(cid:3)(cid:16)(cid:3)\RX(cid:3)XVH(cid:3)WKH

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© SAP AG LO611 4-4

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n Shipments are collections of inbound or outbound deliveries that are shipped together. The inbound

or outbound deliveries therefore have the same VKLSSLQJ(cid:3)FRQGLWLRQV.

n Since these shipping conditions may differ according to companies’ requirements, there are

numerous criteria in the R/3 System that you can use to group inbound or outbound deliveries to

form shipments. These criteria are known as VHOHFWLRQ(cid:3)FULWHULD.

n ([DPSOHV of selection criteria include:

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Destination: Indicated by ship-to party, location, zip code, country, plant, for example

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Point of departure: Indicated by shipping point, warehouse number, dock door, vendor, for

example

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Due date: Indicated by transportation planning date, delivery date, loading date, delivery priority,

for example

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Transportation planning: Indicated by route, Incoterms, shipping type, forwarding agent, for

example

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Other information relevant for transportation from the order or delivery: Means of transport,

means of transport category, shipping units, for example

第 59 页 / 共 314 页

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© SAP AG LO611 4-6

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n You can enter LQIRUPDWLRQ(cid:3)UHOHYDQW(cid:3)IRU(cid:3)WUDQVSRUWDWLRQ in the order. This allows you to store, for

each RUGHU(cid:3)LWHP,(cid:3)agreements made with the customer about transportation (shipping detailscreen).

n The following information is available:

• 0HDQV(cid:3)RI(cid:3)WUDQVSRUW(cid:29) Indicates the specific vehicle type with which the goods are to be

transported, such as 20t truck or bulk container. Material master records are maintained for

means of transport.

• 0HDQV(cid:3)RI(cid:3)WUDQVSRUW(cid:3)W\SH(cid:29) Indicates the category of the vehicle / means of transport, such as

truck, container, or ship. The means of transport type therefore groups means of transport at a

higher level.

• 6KLSSLQJ(cid:3)W\SH(cid:29) You can use this to define the characteristics of the mode of transport, such as

road, rail, or sea.

• 6SHFLDO(cid:3)SURFHVVLQJ(cid:3)LQGLFDWRU(cid:29) Indicates whether there are any special requirements to be met,

such as express delivery.

n You can also define the same data in the header of the delivery document on the tab page titled

7UDQVSRUWDWLRQ.

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n The information relevant for transportation is copied from the order to the outbound delivery header,

and thus provides the VSOLW(cid:3)FULWHULD for outbound deliveries. For instance, you cannot combine two

order items that have different shipping types to form an outbound delivery.

n You can adapt the data transfer and split criteria using the FRS\(cid:3)FRQWURO(cid:3)for order to delivery.

n You can use the information relevant for transportation as VHOHFWLRQ(cid:3)FULWHULD when you create

VKLSPHQWV. For example, you can choose to combine outbound deliveries having "truck" as the

means of transport type and "small transporter" as the means of transport to form one shipment.

n You can also copy the information from the outbound deliveries to the shipment, if it is unique. For

the means of transport, a handling unit is created in the shipment (again, only if it is unique). The

transfer occurs if "Planned" status is set. For this, you need to select an appropriate copy routine in

the shipment type in Customizing.

n When the shipments are planned, the system also checks the FDSDFLW\ of the means of transport. If it

is exceeded, a warning message appears.

© SAP AG LO611 4-7

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