SAP TM - Planning and Network Tutorial

SAP TM 9.0 - Planning and Network Tutorial Tutorial Version 5.7 (Monday, 29 January 2013)

Revision:

Friday, 29 January 2013

SAP TM Version:

SAP TM 9.0

Author

Christian Knirsch

SAP TM 9.0 - Planning and Network Tutorial

© Copyright 2012 SAP AG. All rights reserved. SAP Library document classification: PUBLIC No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Excel, Outlook, PowerPoint, Silverlight, and Visual Studio are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, z10, z/VM, z/OS, OS/390, zEnterprise, PowerVM, Power Architecture, Power Systems, POWER7, POWER6+, POWER6, POWER, PowerHA, pureScale, PowerPC, BladeCenter, System Storage, Storwize, XIV, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, AIX, Intelligent Miner, WebSphere, Tivoli, Informix, and Smarter Planet are trademarks or registered trademarks of IBM Corporation. Linux is the registered trademark of Linus Torvalds in the United States and other countries. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are trademarks or registered trademarks of Adobe Systems Incorporated in the United States and other countries. Oracle and Java are registered trademarks of Oracle and its affiliates. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems Inc. HTML, XML, XHTML, and W3C are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology. Apple, App Store, iBooks, iPad, iPhone, iPhoto, iPod, iTunes, Multi-Touch, Objective-C, Retina, Safari, Siri, and Xcode are trademarks or registered trademarks of Apple Inc. IOS is a registered trademark of Cisco Systems Inc. RIM, BlackBerry, BBM, BlackBerry Curve, BlackBerry Bold, BlackBerry Pearl, BlackBerry Torch, BlackBerry Storm, BlackBerry Storm2, BlackBerry PlayBook, and BlackBerry App World are trademarks or registered trademarks of Research in Motion Limited.

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SAP TM 9.0 - Planning and Network Tutorial

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TABLE OF CONTENTS 1 INTRODUCTION .............................................................................................................................................6 1.1 Why this Guide? .............................................................................................................................. 6 1.2 How to Use this guide ..................................................................................................................... 6 1.3 Help ................................................................................................................................................... 6 1.4 Customizing ..................................................................................................................................... 6 1.4.1 Overview ......................................................................................................................................... 6 1.4.2 Customizing Request ..................................................................................................................... 7 2 SCENARIO ......................................................................................................................................................8 3 BASE CONFIGURATION ...............................................................................................................................9 3.1 Model and Version ........................................................................................................................... 9 3.2 Organizational Model and Business Partners .............................................................................. 9 3.2.1 Overview ......................................................................................................................................... 9 3.2.2 Forwarding House ........................................................................................................................ 10 3.2.3 Sales and Purchasing Organization ............................................................................................. 11 3.3 Means of Transport ....................................................................................................................... 12 3.4 Document Types ............................................................................................................................ 14 3.4.1 Forwarding Order Type ................................................................................................................ 14 3.4.2 Freight Order Type ....................................................................................................................... 16 3.4.3 Freight Booking Type ................................................................................................................... 17 3.5 Item Type ........................................................................................................................................ 18 3.6 Schedule Type ............................................................................................................................... 19 4 MASTER DATA ............................................................................................................................................21 4.1 Business Partners ......................................................................................................................... 21 4.1.1 Overview ....................................................................................................................................... 21 4.1.2 Customer ...................................................................................................................................... 21 4.1.3 Carrier ........................................................................................................................................... 22 4.2 Customer ........................................................................................................................................ 23 4.2.1 Overview ....................................................................................................................................... 23 4.2.2 Example ........................................................................................................................................ 23 4.3 Transshipment Locations ............................................................................................................. 25 4.3.1 Create ........................................................................................................................................... 25 4.4 Transportation Zones .................................................................................................................... 25 4.4.1 Overview ....................................................................................................................................... 25 4.4.2 Example ........................................................................................................................................ 26 4.5 Zone Assignment .......................................................................................................................... 28 4.6 Vehicle Resources ......................................................................................................................... 29 4.6.1 Create ........................................................................................................................................... 29 4.6.2 Example ........................................................................................................................................ 30 4.7 Transportation Lanes .................................................................................................................... 31 4.7.1 Overview ....................................................................................................................................... 31 4.7.2 Create ........................................................................................................................................... 31 4.7.3 Example: Intra-Zone Lane ............................................................................................................ 32 4.8 Check the Lane Setup ................................................................................................................... 33 4.8.1 Distance Between Two Locations ................................................................................................ 33 4.8.2 Existence of Lanes ....................................................................................................................... 35 5 USING THE NWBC .......................................................................................................................................36 5.1 Interactive Planning ...................................................................................................................... 36 5.1.1 Creating Schedules ...................................................................................................................... 36 5.1.2 Deleting Existing Freight Units and Freight Orders ...................................................................... 37 5.1.3 Creating Ocean Forwarding Order ............................................................................................... 38

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5.1.4 Starting the Transportation Cockpit .............................................................................................. 40 5.2 Planning With the Optimizer......................................................................................................... 44 5.2.1 Planning Selected Entries ............................................................................................................ 44 5.3 Map-based Planning ..................................................................................................................... 44 5.3.1 Overview ....................................................................................................................................... 44 5.3.2 Installing and Activating Visual Business ..................................................................................... 44 5.3.2.1 Activating Map-based View ....................................................................................................... 44 5.3.2.2 Installing the AFC Whitelist Certificate ...................................................................................... 45 5.3.2.3 Specifying the Map Provider ..................................................................................................... 46 5.3.3 Starting the Map-based View in the Transportation Cockpit ........................................................ 48 5.3.4 Creating New Stages per Drag&Drop .......................................................................................... 50 5.3.5 Assigning Freight Unit to Freight Order ........................................................................................ 51 5.3.6 Assigning Freight Unit to Transshipment Location ....................................................................... 51

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I hear and I forget. I see and I remember. I do and I understand. Confucius

1 INTRODUCTION 1.1 Why this Guide? We believe that hands-on experience is necessary to understand and implement SAP TM. This guide helps you to get a first glimpse of the functionality of SAP TM. 1.2 How to Use this guide This guide contains exemplary configuration and master data. Do not use the master data and configuration with XX. Create your own example data and replace XX with a number or your initials. 1.3 Help “TA” is used as an abbreviation for “transaction”. Please log on to the system in ENGLISH. 1.4 Customizing 1.4.1 Overview In Customizing, you make certain settings that, together with your master data, determine system behavior. Frequently, you are asked to “go to Customizing” - and this is what you have to do to get to Customizing: 1. Enter TA “SPRO”. 2. Choose the

pushbutton.

You are now in customizing for SAP Transportation Management. 6

SAP TM 9.0 - Planning and Network Tutorial

1.4.2 Customizing Request Depending on your system settings, you may have to work with customizing requests. You can create a new customizing request to store the changes you made in one system and transfer these changes to another system. Choose Own requests or - if you do not have any open requests – choose

and enter an appropriate short description in the following screen.

Save the request and press enter in the Prompt for Customizing Request screen.

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Always do right. This will gratify some people and astonish the rest. 2 SCENARIO

Mark Twain

This guide describes a scenario from Cologne to Chicago that uses two trucks and an ocean vessel. The goods are transported from Europe to the US and the scenario allows you to select a port of departure. The involved business partners are the following:  

Shipper 1 (Cologne) Consignee 1 (Chicago)

The stages of the transport are the following:   

Pre-carriage, full container load (Cologne - Bremen) Main Carriage, port – port (Bremen - Newark) On-carriage, full container load (Newark – Chicago)

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3 BASE CONFIGURATION After all is said and done, more is said than done. Aesop 620 BC-560 BC Most likely, an active version and model have already been created in your system.

3.1 Model and Version As a first step, SAP TM requires you to create an active model and version in each system. If you access your SAP TM for the first time, you have to execute the following Customizing activity. NOTE: You can execute this Customizing activity multiple times without harming your existing setup.

3.2 Organizational Model and Business Partners 3.2.1 Overview The organizational model in SAP TM is independent from the organization model in SAP ERP. SAP TM 8.1 introduced the organizational unit “Forwarding House” which can be used for purchasing and sales activities. In Customizing for SAP Transportation Management, choose Transportation Management → Master Data → Organizational Management → Organizational Model → Create Organizational Model.

Choose the New pushbutton, define a validity period...

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… and enter the following data:

On the Org. data tab page, choose the

pushbutton and select Org. Unit Function “Company”.

3.2.2 Forwarding House In the Staff assignment (structure) screen area, select Organizational Unit XX and choose the pushbutton. In the Choose Relationship pop-up, select Is line supervisor of.

Create the following forwarding house: Organization Code Function Forwarding House

FORW_XX

Description

Org Unit Function

Forwarding House XX

Forwarding House

Parent Node ORGUNIT_XX

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To do this, switch back to the Org.data tab page and choose the New pushbutton.

3.2.3 Sales and Purchasing Organization After you've created a forwarding house, create a sales organization and a purchasing organization in the same manner. NOTE: You might want to write down the organization ID that the system automatically creates for your purchasing and sales organization (50001644 and 50001645 in this example) because, when asked to enter the purchasing/sales organization later on in the scenario, you will need to enter these organization IDs and NOT the codes (PURCH_XX and SALES_XX).

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3.3 Means of Transport In Customizing for SAP Transportation Management, choose Transportation Management → Master Data → Resources → Define Means of Transport...

… and create the following means of transport for both road transportation in Germany and the US and sea transportation.

Low, Medium,High, and Average Speed

Distance Factor

Scheduled Means of Transport

Multiresource

Road

70

1

No

Yes, Number 10

Truck DE

Road

70

1

No

Yes, Number 10

Ocean vessel

Sea

28

1

Yes

No

Means of Transport

Description

Mode

US_XX

Truck US

DE_XX

SEA_XX

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The standard trucks are maintained as multi-resource trucks, i.e. you can define how many actual trucks are available per means of transport. This reduces the maintenance efforts for creating your master data. NOTE: You can only enter the number of individual resources after you have saved your entries.

Save your entries. NOTE: Ignore the warning that you violate the name space by simply pressing Enter.

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3.4 Document Types 3.4.1 Forwarding Order Type In Customizing for SAP Transportation Management, choose Transportation Management → Forwarding Order Management → Forwarding Order → Define Forwarding Order Types.

Choose the New Entries pushbutton and create forwarding order type “CUXX” with the following data (see next page):

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3.4.2 Freight Order Type In Customizing for SAP Transportation Management, choose Transportation Management → Freight Order Management → Freight Order → Define Freight Order Types.

Choose the New Entries pushbutton and create freight order type “FRXX” with the following data:

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3.4.3 Freight Booking Type In Customizing for SAP Transportation Management, choose Transportation Management → Freight Order Management → Freight Booking → Define Freight Booking Types.

Choose the New Entries pushbutton and create freight booking type “FBXX” with the following data (see next page):

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3.5 Item Type In Customizing for SAP Transportation Management, choose Transportation Management → Forwarding Order Management → Define Item Types for Forwarding Order Management.

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Choose the New Entries pushbutton and create item type “ITXX” with the following data:

3.6 Schedule Type In Customizing for SAP Transportation Management, choose Transportation Management → Master Data → Transportation Network → Schedule → Define Schedule Types and create a schedule type for an ocean carrier (port to port) schedule.

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Choose the New Entries pushbutton and create schedule type “OCXX” with the following data:

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Be not ashamed of mistakes and thus make them crimes.

4 MASTER DATA

Confucius 4.1 Business Partners 4.1.1 Overview

Enter TA “/nBP” to create the following business partners:

Customer/Carrier US_01_XX (Customer)

DE_01_XX (Customer)

CAR_XX (Carrier)

Address

Street: S Clark Street Streetnumber:1154 Postalcode: 60605 City: Chicago Country: US Region: IL

Timezone

CST

Street: Riehler Str. Streetnumber: 37 Postalcode 50668 City: Cologne, Country: DE

CET

n.a.

n.a.

4.1.2 Customer The following example shows you how to create business partner “US_01_XX”. Choose the Organization pushbutton:

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4.1.3 Carrier After you have created your customers, create a carrier with business partner role “Carrier (New)”.

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4.2 Customer 4.2.1 Overview Use TA “/n/SCMTMS/LOC3” to create the following customers: Customer US_01_XX

Address

Timezone

Street: S Clark Street Streetnumber:1154 Postalcode: 60605 City: Chicago Country: US Region: IL

CST

Street: Riehler Str. Streetnumber: 37 Postalcode 50668 City: Cologne, Country: DE

CET

DE_01_XX

Alternatively, on the SAP Easy Access Screen for SAP Transportation Management, choose Transportation Management → Master Data → Transportation Network → Location.

4.2.2 Example The following example shows you how to create customer US_01_XX.

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NOTE: Do not forget to assign the respective business partner to the customer you just created!

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4.3 Transshipment Locations 4.3.1 Create Technically, a transshipment location is a regular location, which is later assigned to another location. Enter TA “/n/SCMTMS/LOC3” to create the following transshipment location with location type 1011:

Name

Description

Country

Timezone

Address

H_US01_XX

Port Newark

US

EST

Street / House Number: Tyler Street 232 Postal Code/City: 07114 / Newark Country: US / Region: NJ

H_DE01_XX

Port Bremen

DE

CET

Street/House number: Am Rosenbusch 13 Postal Code/City : 28790 Bremen Country: DE

Alternatively, on the SAP Easy Access Screen for SAP Transportation Management, choose Transportation Management → Master Data → Transportation Network → Location.

4.4 Transportation Zones 4.4.1 Overview Enter TA “/n/SCMTMS/ZONE” and create the following transportation zones: Zone

Included locations

US-TZ_01_XX

 H_US01_XX  US_01_XX

DE-TZ_02_XX

 DE_01_XX  H_DE01_XX

Alternatively, on the SAP Easy Access Screen for SAP Transportation Management, choose Transportation Management → Master Data → Transportation Network → Define Transportation Zone.

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4.4.2 Example The following example shows you how to create transportation zone “US-TZ_01_XX” Choose the New pushbutton and enter the following data:

Assign your destination location and your transshipment location in the US to the transportation zone.

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As a result, the transportation zone “US-TZ_01_XX” looks like that:

Transportation zone “DE-TZ_02_XX” looks like that:

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4.5 Zone Assignment Enter TA “SCMTMS/LOC_TRANS” and assign the following transportation zones to the following transshipment locations:

Transportation Zone

Transshipment Location

US-TZ_01_XX

 H_US01_XX  US_01_XX

DE-TZ_02_XX

 DE_01_XX  H_DE01_XX

Alternatively, on the SAP Easy Access Screen for SAP Transportation Management, choose Transportation Management → Master Data → Transportation Network → Define Transshipment Location Assignment.

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4.6 Vehicle Resources A vehicle resource is an actual vehicle that transports goods from A to B, e.g. truck “1” or ship “Queen Mary”. When you create a vehicle resource, you can assign a means of transport to it. Thus, this vehicle is available for this mean of transport in any planning activities. The available capacity of a vehicle cannot be maintained for a specific period of time. If you would like to create a vehicle with limited availability times,create shift sequences. 4.6.1 Create On the SAP Easy Access Screen for SAP Transportation Management, choose Master Data → Resources → Define Resource.

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Create the following vehicle resources:

Resource

Means of Transport

Timezone

Description

Finite

TRUCK_US_XX

US_XX

CST

Truck US Standard

yes

TRUCK_DE_XX

DE_XX

CET

Truck DE Standard

yes

Capacity for the truck is 35 TO and 100 m3.

4.6.2 Example

Enter the technical name of the vehicle resource and choose the New pushbutton. Assign one of the means of transport you created earlier to the vehicle resource.

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On the Time-Cont. Capacity tab page, enter the following data:

4.7 Transportation Lanes A transportation lane is a direct route between source location and destination location. 4.7.1 Overview When you create transportation lanes, you have two general options: 1. You create individual transportation lanes for each pair of locations 2. You assign all your locations to a single transportation zone and create only one transportation lane from the transportation zone to itself. This makes sense if you use IGS to calculate the distances.

In the following, we pursue a mixed approach.

4.7.2 Create Enter TA “/n/SCMTMS/TL5” and create the following transportation lanes:

Type

From Location / TZone

To Location / TZone

Means of Transport

Distance / Duration

TSP Selection

Intra-Zone Lane

US-TZ_01_XX

US-TZ_01_XX

US_XX

100 km / 48:00

Internal costs

Intra-Zone Lane

DE-TZ_02_XX

DE-TZ_02_XX

DE_XX

100 km / 48:00

Internal costs

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Alternatively, on the SAP Easy Access Screen for SAP Transportation Management, choose Master Data → Transportation Network → Define Transportation Lanes.

NOTE: You can change the proposed duration and distance manually.

4.7.3 Example: Intra-Zone Lane On the Intra-Zone Lane/Loc. Transp. Lane tab page, enter the technical name of the transportation zone you want to create and choose the Create pushbutton.

In the Means of Transport screen area, choose the New pushbutton...

… and create means of transport “DE_XX” with the following data (see next page):

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Choose the

pushbutton to save your entries.

4.8 Check the Lane Setup A common problem in the setup of SAP TM is the maintenance of lanes. The following sections describe how to use two reports that allow you to determine whether two locations are directly connected and how far apart they are. Unfortunately, there is currently no check which determines if two locations are connected via hubs.

4.8.1 Distance Between Two Locations The transportation zone concept makes it sometimes difficult to determine the distance between two locations within this zone. You can use report /SCMB/TEST_DDD to determine the distance and duration between two locations. In TA “se38”, enter /SCMB/TEST_DDD and choose the Execute pushbutton.

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NOTE: The report does not tell you whether there really is a transportation lane between the locations specified, it only returns distance and transport duration.

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4.8.2 Existence of Lanes Report /SCMB/TEST_LDDD checks whether two locations are connected by a transportation lane. The report tells you if two locations are directly connected by a transportation lane or by a transportation lane defined on transportation zone level. In TA “se38”, enter /SCMB/TEST_LDDD and choose the Execute pushbutton.

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5 USING THE NWBC The following activities are performed in SAP NetWeaver Business Client, the web user interface of SAP TM. You can start it by entering TA “NWBC”. 5.1 Interactive Planning 5.1.1 Creating Schedules In SAP NetWeaver Business Client, choose Master Data → Transportation Network → Schedule → Create Schedule and create a schedule with schedule type OCXX.

Enter the following data in the General Data-tab:

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Enter the following data in the Standard Port Sequence-tab and create a departure rule in the Voyages-tab by selecting a weekday. Once you have created a departure rule, choose “Generate Voyages” in the Voyages-Tab.

As a result, you can see all the voyages that can be used for planning:

5.1.2 Deleting Existing Freight Units and Freight Orders In TA “se38”, execute the /SCMTMS/DELETE_BOS report to delete your existing freight units and freight orders. NOTE: Make sure that you do not delete freight units and freight orders from other people.

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5.1.3 Creating Ocean Forwarding Order In SAP NetWeaver Business Client, choose Forwarding Order Management → Forwarding Order → Create Forwarding Order…

… and enter the following data:

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Add the missing information on the General Data-tab:

In the Locations and Dates/Times tab page, enter your source location DE_01_XX and your destination location US_01_XX. In the Item tab page, insert your item type “ITXX” and enter the following data:

Pieces

Pieces UoM

Gross Weight

Gross Weigth UoM

Volume

Volume UoM

1

ea

1

to

1

m3

On the Stages tab page, enter the source locations for your three stages:   

DE_01_XX H_DE01_XX H_US01_XX 39

SAP TM 9.0 - Planning and Network Tutorial

On the Charges tab page, enter the following data:

5.1.4 Starting the Transportation Cockpit In SAP NetWeaver Business Client, choose Planning → Planning → Transportation Cockpit. On the Selection screen, choose “Selection” as your Default View and enter your master data as selection criteria. You can add lines by choosing + and hide lines by choosing -.

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In the transportation cockpit, you plan the freight unit stages per drag&drop:  

drag the FU stage for pre-carriage and drop it on the vehicle TRUCK_DE_XX drag the FU stage for on-carriage and drop it on the vehicle TRUCK_US_XX

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

drag the FU stage for main carriage and drop it on your schedule

The system creates three freight orders, one for each stage.

Save your planning results.

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5.2 Planning With the Optimizer 5.2.1 Planning Selected Entries Select your freight unit stages and choose Optimizer → Selected Entries with all Resources.

The system creates three freight orders, one for each stage.

Choose the Accept pushbutton and save the result.

5.3 Map-based Planning 5.3.1 Overview SAP TM supports interactive planning on the map. For example, you can assign freight units to vehicles and/ or to freight orders. In addition, you can add stages to existing freight units via drag&drop. 5.3.2 Installing and Activating Visual Business In Customizing for SAP Transportation Management, you can activate the map-based view, install the ACF Whitelist, and define your map provider. 5.3.2.1 Activating Map-based View In Customizing for SAP TM, choose Transportation Management → Basic Functions → Geographical Map → Define Settings for Geographical Map.

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Select the Activate Map-checkbox and save it as your georouting strategy:

5.3.2.2 Installing the AFC Whitelist Certificate In Customizing for SAP TM, choose Transportation Management → Basic Functions → Geographical Map → Visual Business → ACF → Install ACF Whitelist Certificate...

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… and choose Install Certificate.

5.3.2.3 Specifying the Map Provider In Customizing for SAP TM, choose Transportation Management → Basic Functions → Geographical Map → Visual Business → Maintain Application Definitions...

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...and enter your external map product and provider...

… including the URL.

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Finally, assign your map product to a map layer stack in your system.

5.3.3 Starting the Map-based View in the Transportation Cockpit From the transportation cockpit menu, choose Show Map → All...

… to display your locations, schedules, and freight unit stages on the map:

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You can also create further forwarding orders and display them all in the same map:

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5.3.4 Creating New Stages per Drag&Drop Select one or more freight units. To select more than one freight unit, use the “Cnrt” key.

Drop then on an existing location. This will create new stages.

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5.3.5 Assigning Freight Unit to Freight Order Select an unplanned freight unit and drag them to an existing freight order. This assigns the freight unit to the freight order.

5.3.6 Assigning Freight Unit to Transshipment Location Display the connected transshipment location on the the map via the map context menu (right mouse click). Select Show additional hubs. Now additional transshipment locations are displayed and you can add stages to your freight units.

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© 2012 SAP AG. All rights reserved. SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork, SAP HANA, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects Software Ltd. Business Objects is an SAP company. Sybase and Adaptive Server, iAnywhere, Sybase 365, SQL Anywhere, and other Sybase products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Sybase Inc. Sybase is an SAP company. Crossgate, m@gic EDDY, B2B 360°, and B2B 360° Services are registered trademarks of Crossgate AG in Germany and other countries. Crossgate is an SAP company. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.