第 31 页 / 共 314 页
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## | |
| 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). |
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8QLW(cid:29)(cid:3)7KH(cid:3)%DVLFV(cid:3)RI(cid:3)7UDQVSRUWDWLRQ(cid:3)3URFHVVLQJ
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
第 34 页 / 共 314 页
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
第 35 页 / 共 314 页
6ROXWLRQV
8QLW(cid:29)(cid:3)7KH(cid:3)%DVLFV(cid:3)RI(cid:3)7UDQVSRUWDWLRQ(cid:3)3URFHVVLQJ
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
第 36 页 / 共 314 页
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
第 37 页 / 共 314 页
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
第 38 页 / 共 314 页
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) $OWHUVGRUIHUVWU(cid:17)(cid:3)(cid:20)(cid:22)
© SAP AG LO611 2-26
第 39 页 / 共 314 页
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&RQWHQWV
l
6KLSPHQW(cid:3)W\SHV
l
7UDQVSRUWDWLRQ(cid:3)5HOHYDQFH
ª SAP AG 1999
© SAP AG LO611 3-1
第 40 页 / 共 314 页
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$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
*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
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© SAP AG LO611 3-2
第 41 页 / 共 314 页
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’LDJUDP
*RRGV(cid:3)UHFHLSW(cid:3) *RRGV(cid:3)LVVXH(cid:3)
SURFHVV SURFHVV
&&UUHHDDWWHH(cid:3)(cid:3)VVKKLLSSPPHHQQWW(cid:3)(cid:3)GGRRFFXXPPHHQQWW
33UURRFFHHVVVV(cid:3)(cid:3)VVKKLLSSPPHHQQWW
00RRQQLLWWRRUU(cid:3)(cid:3)VVKKLLSSPPHHQQWW
&&UUHHDDWWHH(cid:3)(cid:3)VVKKLLSSPPHHQQWW(cid:3)(cid:3)FFRRVVWW(cid:3)(cid:3)GGRRFFXXPPHHQQWW
&&DDOOFFXXOODDWWHH(cid:3)(cid:3)VVKKLLSSPPHHQQWW(cid:3)(cid:3)FFRRVVWWVV
66HHWWWWOOHH(cid:3)(cid:3)VVKKLLSSPPHHQQWW(cid:3)(cid:3)FFRRVVWWVV
%%LLOOOO(cid:3)(cid:3)VVKKLLSSPPHHQQWW(cid:3)(cid:3)FFRRVVWWVV
WWRR(cid:3)(cid:3)FFXXVVWWRRPPHHUU
ª SAP AG 1999
© SAP AG LO611 3-3
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|---|---|
| UU(cid:3)(cid:3)VVKKLLSSPPHHQQWW |
| &&DDOOFFXXOODDWWHH(cid:3)(cid:3)VVKKLLSSPPHHQQWW(cid:3)(cid:3)FF | RRVVWWVV | |
|---|---|---|
第 42 页 / 共 314 页
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l
7KH(cid:3)FRPSXWHU(cid:3)PDQXIDFWXUHU(cid:3)KDQGOHV(cid:3)GLIIHUHQW(cid:3)NLQGV
RI(cid:3)VKLSPHQWV(cid:17)(cid:3))RU(cid:3)H[DPSOH(cid:15)(cid:3)LW(cid:3)JURXSV(cid:3)RXWERXQG
GHOLYHULHV(cid:3)IURP(cid:3)+DPEXUJ(cid:3)WR(cid:3)FXVWRPHUV(cid:3)LQ(cid:3)VRXWK
*HUPDQ\(cid:3)WR(cid:3)IRUP(cid:3)RQH(cid:3)WUXFN(cid:3)VKLSPHQW(cid:17)(cid:3))URP(cid:3)’UHVGHQ(cid:15)
LW(cid:3)LV(cid:3)RIWHQ(cid:3)FKHDSHU(cid:3)WR(cid:3)GULYH(cid:3)WR(cid:3)RQH(cid:3)GHVWLQDWLRQ(cid:3)RQO\
ZLWK(cid:3)D(cid:3)VKLSPHQW(cid:17)(cid:3))RU(cid:3)RYHUVHDV(cid:3)VKLSPHQWV(cid:3)WR(cid:3)WKH(cid:3)86$(cid:15)
WUDQVSRUWDWLRQ(cid:3)FKDLQV(cid:3)DUH(cid:3)IRUPHG(cid:17)(cid:3)7KLV(cid:3)DOVR(cid:3)LQYROYHV
GLIIHUHQW(cid:3)PHDQV(cid:3)RI(cid:3)WUDQVSRUW(cid:17)
l
,W(cid:3)LV(cid:3)FOHDU(cid:3)DW(cid:3)DQ(cid:3)HDUO\(cid:3)VWDJH(cid:3)ZKHWKHU(cid:3)D(cid:3)VKLSPHQW
VKRXOG(cid:3)EH(cid:3)RUJDQL]HG(cid:3)IRU(cid:3)D(cid:3)GHOLYHU\(cid:3)RU(cid:3)QRW(cid:17)(cid:3))RU
LQVWDQFH(cid:15)(cid:3)QR(cid:3)VKLSPHQWV(cid:3)DUH(cid:3)FUHDWHG(cid:3)IRU(cid:3)RYHU(cid:16)WKH(cid:16)
FRXQWHU(cid:3)VDOHV(cid:15)(cid:3)ZKLFK(cid:3)GHDO(cid:3)ZLWK(cid:3)(cid:5)RXWERXQG(cid:3)GHOLYHULHV(cid:5)
RI(cid:3)JRRGV(cid:3)RU(cid:3)DUH(cid:3)XVHG(cid:3)DW(cid:3)WKH(cid:3)UHTXHVW(cid:3)RI(cid:3)WKH(cid:3)FXVWRPHU(cid:17)
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© SAP AG LO611 3-4
第 43 页 / 共 314 页
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6KLSPHQW(cid:3)E\(cid:3)WUXFN(cid:3)IURP(cid:3)RQH(cid:3)SODQW(cid:3)WR(cid:3)RQH
FXVWRPHU
6KLSPHQW(cid:3)IURP(cid:3)RQH(cid:3)SODQW(cid:3)WR(cid:3)VHYHUDO
FXVWRPHUV(cid:3)XVLQJ(cid:3)VHYHUDO(cid:3)WUXFNV
6KLSPHQW(cid:3)E\(cid:3)UDLO(cid:3)IURP(cid:3)WKH(cid:3)YHQGRU(cid:3)WR(cid:3)WKH(cid:3)SODQW
(PSW\(cid:3)UHWXUQ(cid:3)VKLSPHQW(cid:3)IURP(cid:3)WKH(cid:3)FXVWRPHU(cid:3)WR
WKH(cid:3)SODQW
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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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7H[WV
6KLSSLQJ(cid:3)W\SH
2XWSXW 66KKLLSSPPHHQQWW(cid:3)(cid:3)WW\\SSHH
&RS\LQJ(cid:3)UXOH
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
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(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)
%% $$
)UDQNIXUW
n An LQGLYLGXDO(cid:3)VKLSPHQW has the following characteristics:
Ø
One or more inbound or outbound deliveries are involved in the shipment.
Ø
There is one single point of departure and one single destination.
Ø
In most cases, only one mode of transport is used.
Ø
A shipment document is created.
n In the standard system, shipment type 0001 is predefined. Important control parameters in
Customizing include:
Ø
Completion type: 1 = Loaded outbound shipment
Ø
Processing control: 1 = Individual shipment using one mode of transport
Ø
Leg indicator: 4 = Direct leg
第 46 页 / 共 314 页
ª SAP AG 1999
© SAP AG LO611 3-8
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(cid:3),
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(cid:3),
(cid:1)(cid:26) (cid:3)(cid:24) (cid:5)(cid:7)(cid:2) (cid:1)3 (cid:9)" (cid:11)9
(cid:16) (cid:18)(cid:12) (cid:20)5 (cid:21)(cid:17) (cid:23)6 (cid:25)(cid:27) (cid:20)7
(cid:18)(cid:4) (cid:21); :(cid:4) (< (cid:30); ((cid:19) ((cid:19) (cid:31)(cid:24) (cid:25)(cid:24)
(cid:18)(cid:24) (cid:25)(cid:27) +- (cid:21)2 1
(cid:1)(cid:26) (cid:3)(cid:24) (cid:5)(cid:7)(cid:2) (cid:1)3 (cid:9)" (cid:11)4
(cid:16) (cid:18)(cid:12) (cid:20)5 (cid:21)(cid:17) (cid:23)6 (cid:25)(cid:27) (cid:20)7
(cid:18)(cid:4) (cid:21)(cid:6) (cid:15)(cid:24) (cid:16)(cid:19) (cid:25)(cid:24) #(cid:17) $& %’ (cid:30)(cid:6)
(cid:18)(cid:24) (cid:25)(cid:27) +- (cid:21)(cid:24) .
/
(cid:28)(cid:6) (cid:30)(cid:6)
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%% $$ ’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) #
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(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)
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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
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’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
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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
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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\
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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
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l
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3ODQQLQJ(cid:3)SURSRVDO
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© SAP AG LO611 4-1
第 55 页 / 共 314 页
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l
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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
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GHILQH(cid:3)WKH(cid:3)QHFHVVDU\(cid:3)SURFHVVLQJ(cid:3)UXOHV
l
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WKH(cid:3)SODQQLQJ(cid:3)SURSRVDO
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© SAP AG LO611 4-2
第 56 页 / 共 314 页
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33UURRFFHHVVVV(cid:3)(cid:3)VVKKLLSSPPHHQQWW
00RRQQLLWWRRUU(cid:3)(cid:3)VVKKLLSSPPHHQQWW
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&&DDOOFFXXOODDWWHH(cid:3)(cid:3)VVKKLLSSPPHHQQWW(cid:3)(cid:3)FFRRVVWWVV
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© 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
GHIDXOW(cid:3)SURSRVHG(cid:3)E\(cid:3)WKH(cid:3)V\VWHP(cid:3)LI(cid:3)SRVVLEOH(cid:15)(cid:3)ZKLFK(cid:3)ZLOO
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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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means of transport category, shipping units, for example
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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.