SAP Transportation Management 8.1 System demonstration – Less than Container Container Load Scenario Michael Kränzler
System demonstration demonstration - Less than Container Load Scenario Background Operational
This demonstration is designed on a standard transportation network used by Logistic Service Providers (LSP)
Demo flow depicts a scenario where 2 Forwarding Houses of a Logistics Service Provider in different regions collaborate to execute on an international transportation order – Highlights:
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Initial Booking Request with Ocean carrier
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Receipt of Quotation for shipment
»
Multi-Modal Planning of forwarding order
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Split of revenue between different payment parties (shipper and consignee)
Event Management is used to Track & Trace the Booking Orders
Technical
Scenario is based on SAP Transportation Management 8.1 system as of March 15th, 2012
Involved architecture »
SAP Transportation Management 8.1
»
SAP Event Management 7.0 (installed as TM client)
»
Adobe Technology for printing function
System demonstration demonstration - Less than Container Load Scenario Background Operational
This demonstration is designed on a standard transportation network used by Logistic Service Providers (LSP)
Demo flow depicts a scenario where 2 Forwarding Houses of a Logistics Service Provider in different regions collaborate to execute on an international transportation order – Highlights:
»
Initial Booking Request with Ocean carrier
»
Receipt of Quotation for shipment
»
Multi-Modal Planning of forwarding order
»
Split of revenue between different payment parties (shipper and consignee)
Event Management is used to Track & Trace the Booking Orders
Technical
Scenario is based on SAP Transportation Management 8.1 system as of March 15th, 2012
Involved architecture »
SAP Transportation Management 8.1
»
SAP Event Management 7.0 (installed as TM client)
»
Adobe Technology for printing function
System demonstration - Less than Container Load Scenario Locations & Transportation Process Pick Up & Pre-Carriage in Germany
On-Carriage & Delivery in USA
4. Port of Loading Hamburg, DE (D) I_PORT_HAM
8. Consignee Towaco, US (D) US_Mach
3. Container Freight Station Norderstedt, DE (C) I_CFS_HAM Deconsolidation of LTL / Consolidation of LCL
5. Port of Discharge New York, US (A) Port_NY 6. Container Freight Station Cambria, US (B) CFS_NY Deconsolidation of LCL / Consolidation of LTL
2. Forwarding House Frankfurt, DE (B) I_FWDH_FRA Consolidation of LTL 7. Forwarding House New Jersey, US (C) FWDH_NJ Deconsolidation of LTL
1. Shipper Rüsselsheim, DE (A) I_SHP1_INDUSTRIAL
Stage 10
A
Pick Up Shipper > FWDH
Stage 20
B
Pre-Carriage FWDH > CFS
Stage 30
C
Drayage Move CFS > Port
D
Main-Carriage Port > Port
A
Drayage Move Port > CFS
B
Stage 40
Stage 50
On-Carriage CFS > FWDH
C FWDHDelivery D > Consignee
System demonstration - Less than Container Load Scenario Business Document flow
Order Management
Planning
Charge Management
FWQ FWSD (Prepaid) FWO FWSD (Collect) FU
FWQ FWO FU FO FB FSD FWSD
Freight Unit Stage 10: Pick Up
FO
FSD
Freight Unit Stage 20: Pre-Carriage
FO
FSD
Freight Unit Stage 30: Main-Carriage
FB
FSD FO (Drayage)
FSD
FO (Drayage)
FSD
Freight Unit Stage 40: On-Carriage
FO
FSD
Freight Unit Stage 50: Delivery
FO
FSD
Forwarding Quotation Forwarding Order Freight Unit Freight Order Freight Booking Freight Settlement Document Forwarding Settlement Document
System demonstration - Less than Container Load Scenario Process Flow
Step 1: Create Freight Booking for container capacity Step 2: Create Forwarding Quotation for customer Step 3: Create Forwarding Order from Quotation Step 4: Run Charge Calculation Step 5: Run Planning for multi-modal network (Freight Orders) Step 6: Create Forwarding settlement documents (Revenue side) Step 7: Create Freight settlement documents (Cost side) Step 8: Print Out House Bill of Lading for Freight Booking Step 9: Track and Trace Events by Event Management System
System demonstration - Less than Container Load Scenario Login to TM System
System demonstration - Less than Container Load Scenario Launch NetWeaver Business Client (NWBC) – Web Based User Interface
System demonstration - Less than Container Load Scenario Process Flow
Step 1: Create Freight Booking for container capacity Step 2: Create Forwarding Quotation for customer Step 3: Create Forwarding Order from Quotation Step 4: Run Charge Calculation Step 5: Run Planning for multi-modal network (Freight Orders) Step 6: Create Forwarding settlement documents (Revenue side) Step 7: Create Freight settlement documents (Cost side) Step 8: Print Out House Bill of Lading for Freight Booking Step 9: Track and Trace Events by Event Management System
Ocean Booking Create Ocean Freight Booking / Booking of an Container Slot on a vessel
Ocean Booking Insert required Container and assign Ocean Carrier Schedule (Port to Port)
Ocean Booking Search for appropriate ocean carrier schedules Port-to-Port
Ocean Booking Vessel & Voyage Information populated
Ocean Booking Pickup and Port Details Populated
Ocean Booking Business Partner Info Populated
Ocean Booking Send Booking Request to Carrier
Ocean Booking Set Confirmation Status to ‘Confirmed by Carrier’
System demonstration - Less than Container Load Scenario Process Flow
Step 1: Create Freight Booking for container capacity Step 2: Create Forwarding Quotation for customer Step 3: Create Forwarding Order from Quotation Step 4: Run Charge Calculation Step 5: Run Planning for multi-modal network (Freight Orders) Step 6: Create Forwarding settlement documents (Revenue side) Step 7: Create Freight settlement documents (Cost side) Step 8: Print Out House Bill of Lading for Freight Booking Step 9: Track and Trace Events by Event Management System
Forwarding Order Management Worklist (Overview) / Create Forwarding Quotation (FWQ) from Template
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Templates are leveraged to streamline order creation process and reduce manual re-entry of frequent order types
Forwarding Order Management Check and complete Details of the new FWQ
Forwarding Order Management Insert Pick-up Date in FWQ
Forwarding Order Management Request a Transportation Proposal/Define Route for the FWQ
Forwarding Order Management Select the Suitable Proposal (5 stages proposed)
» »
Transportation Proposal will dynamically suggest different routing and scheduling options in case multiple port-to-port combinations are maintained In this case Hamburg Port – New York Port is being suggested by the system based on the requested Pick-Up Date in the Quotation
Forwarding Order Management Stages are Populated in the FWQ
System demonstration - Less than Container Load Scenario Process Flow
Step 1: Create Freight Booking for container capacity Step 2: Create Forwarding Quotation for customer Step 3: Create Forwarding Order from Quotation Step 4: Run Charge Calculation Step 5: Run Planning for multi-modal network (Freight Orders) Step 6: Create Forwarding settlement documents (Revenue side) Step 7: Create Freight settlement documents (Cost side) Step 8: Print Out House Bill of Lading for Freight Booking Step 9: Track and Trace Events by Event Management System
Forwarding Order Management Worklist (Overview) / Create New Forwarding Order (FWO) from FWQ
» » »
In case customer likes to execute on a quotation Customer Service Rep would search/filter for the saved quotation Commercial Forwarding Order can easily be created with Copy function Quotations will persist in the system until archived
Forwarding Order Management Alternative to previous step: Create FWO directly from FWQ
Forwarding Order Management Enter Stage Type (typically automated) in the new FWO
» »
User can manually enter Stage Type (manual planning) or let system automatically propose the path through the network Based on Incoterms Stage Types will drive settlement processes
Forwarding Order Management Stages Types determined and populated
System demonstration - Less than Container Load Scenario Process Flow
Step 1: Create Freight Booking for container capacity Step 2: Create Forwarding Quotation for customer Step 3: Create Forwarding Order from Quotation Step 4: Run Charge Calculation Step 5: Run Planning for multi-modal network (Freight Orders) Step 6: Create Forwarding settlement documents (Revenue side) Step 7: Create Freight settlement documents (Cost side) Step 8: Print Out House Bill of Lading for Freight Booking Step 9: Track and Trace Events by Event Management System
Forwarding Order Management Calculate Charges on stage level
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TM system is configured so that freight charges are calculated on stage-by-stage level This is configurable and e.g. could also be for door-to-door services
Forwarding Order Management Collapsed View of Charges shows 2 Payment Parties
» »
Collapsed view shows that 2 different business partners are being charged for services You also see that the system calculates in different currencies
System demonstration - Less than Container Load Scenario Process Flow
Step 1: Create Freight Booking for container capacity Step 2: Create Forwarding Quotation for customer Step 3: Create Forwarding Order from Quotation Step 4: Run Charge Calculation Step 5: Run Planning for multi-modal network (Freight Orders) Step 6: Create Forwarding settlement documents (Revenue side) Step 7: Create Freight settlement documents (Cost side) Step 8: Print Out House Bill of Lading for Freight Booking Step 9: Track and Trace Events by Event Management System
Planning & Execution FWO > Freight Unit created automatically upon ‘Save’ (Basis for Planning)
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A Freight Unit forms the basis for Transport Planning and can be flexibly defined In this case the Freight Unit reflects the Products
Planning & Execution Start Transportation Cockpit out of the FWO
Planning & Execution Select Stages and plan them on Ressources
» »
Transportation Cockpit is the central planning transaction Freight Units on the left represent new orders, on the right already scheduled bookings and freight orders appear
Planning & Execution Two Freight Orders (FO) are created for Pick Up (Stage 10) and Pre-Carriage (Stage 20)
»
System creates two Freight Orders that can be separately subcontracted to carriers
Planning & Execution FO Detail (Pick Up)
Planning & Execution FO Detail (Pick Up)
Planning & Execution FO Detail (Pick Up) Document Flow
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Document Flow always shows connections between different business documents, in this case starting from the Quotation to the Pick-Up Freight Order at the shipper
Planning & Execution Drag & Drop Ocean Leg to Freight Booking (FB) -Stage 30 (Main-Carriage)
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As next step the planner will allocate the Forwarding Order (Freight Unit) to the booking that was created at the beginning of the scenario An automatic planning could automate this process
Planning & Execution FB/Cargo Management - Detail after Planning of Stage 30 (Main Carriage)
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Cargo Management tab in the Booking Order shows association of containers to container contents
Planning & Execution FB/Document Flow - Detail after Planning of Stage 30 (Main-Carriage)
Planning & Execution Status in the FWO after stage 10, 20 and 30 have been planned
» » »
Stages 10 till 30 have been successfully planned – the status in the Freight Unit Stages quadrant reflects this with green checkmarks Two Freight Orders and one Freight Booking reflect the planning status Planners in the Destination country could now take over and plan the on-carriage and delivery based on their local knowledge
Planning & Execution Planning Result visible in Forwarding Order
System demonstration - Less than Container Load Scenario Process Flow
Step 1: Create Freight Booking for container capacity Step 2: Create Forwarding Quotation for customer Step 3: Create Forwarding Order from Quotation Step 4: Run Charge Calculation Step 5: Run Planning for multi-modal network (Freight Orders) Step 6: Create Forwarding settlement documents (Revenue side) Step 7: Create Freight settlement documents (Cost side) Step 8: Print Out House Bill of Lading for Freight Booking Step 9: Track and Trace Events by Event Management System
Charge Management Create Forwarding Settlement Document (FWSD) from Forwarding Order
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After planning has been completed the financial documents can be created – in this case Revenue generating documents that will be send to the Payment Parties
Charge Management Choose Agreement Parties (both Shipper and Consignee as Payment Parties)
Charge Management Two FWSD are created
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Both shipper and consignee will receive a billing document for the services rendered
Charge Management FWSD - Details for Consignee
System demonstration - Less than Container Load Scenario Process Flow
Step 1: Create Freight Booking for container capacity Step 2: Create Forwarding Quotation for customer Step 3: Create Forwarding Order from Quotation Step 4: Run Charge Calculation Step 5: Run Planning for multi-modal network (Freight Orders) Step 6: Create Forwarding settlement documents (Revenue side) Step 7: Create Freight settlement documents (Cost side) Step 8: Print Out House Bill of Lading for Freight Booking Step 9: Track and Trace Events by Event Management System
Charge Management Navigate to FO from FWO (Stage 10 – Pick Up)
»
The demo now shows how a Freight Settlement document is being generated, in this case we will navigate to a Freight order from the original Forwarding Order
Charge Management Carrier is automatically determined
»
The carrier for the Pick-Up movement was automatically determined
Charge Management FO Charges are calculated
Charge Management Create Freight Settlement Document (FSD) from FO
Charge Management FSD – Charge Details
Charge Management FWO/Document Flow - Related predecessor and successor documents
At the end of Planning and Settlement Document generation process we now summarize the status in the Forwarding Order Predecessor Documents: » The original Forwarding Quotation Successor Documents: » So far only Stages 10-30 have been planned (Two Freight Orders and one Freight Booking) » Only one Freight Settlement Document has been created for the Pick Up » Two Forwarding Settlement Documents have been generated for the two Payment Parties
System demonstration - Less than Container Load Scenario Process Flow
Step 1: Create Freight Booking for container capacity Step 2: Create Forwarding Quotation for customer Step 3: Create Forwarding Order from Quotation Step 4: Run Charge Calculation Step 5: Run Planning for multi-modal network (Freight Orders) Step 6: Create Forwarding settlement documents (Revenue side) Step 7: Create Freight settlement documents (Cost side) Step 8: Print Out House Bill of Lading for Freight Booking Step 9: Track and Trace Events by Event Management System
Planning & Execution Navigate to FB from FWO/Document Flow
Planning & Execution Create House Bill of Lading (HBoL)
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SAP offers several strategies how House Bill of Ladings can be generated
Planning & Execution Request Print of HBoL
Planning & Execution Example HBoL Template
Planning & Execution FB/House Bill of Lading
System demonstration - Less than Container Load Scenario Process Flow
Step 1: Create Freight Booking for container capacity Step 2: Create Forwarding Quotation for customer Step 3: Create Forwarding Order from Quotation Step 4: Run Charge Calculation Step 5: Run Planning for multi-modal network (Freight Orders) Step 6: Create Forwarding settlement documents (Revenue side) Step 7: Create Freight settlement documents (Cost side) Step 8: Print Out House Bill of Lading for Freight Booking Step 9: Track and Trace Events by Event Management System
Monitoring FB/Execution Tab displays Event Information
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These are pre-defined events that will be populated via SAP Event Management
System demonstration - Less than Container Load Scenario Login to SAP Event Management System
System demonstration - Less than Container Load Scenario Event Management Track & Trace – Open Web Interface
Monitoring Event Management Track & Trace – Search by FB Number
Monitoring Event Management Track & Trace – Display Event Details for FB
Monitoring Event Management Track & Trace – Report Event and Send Back to TM
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In this case only the ‘Loading Begin’ event is being reported This can happen manually by a person logging into SAP EM, most often it will be provided via an electronic signal
Monitoring Event Management Track & Trace - Refresh Last Screen
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The green traffic light indicates that the event happened in the pre-determined time-frame Actual event information can be further utilized for analytical purposes
Monitoring Event Management Track & Trace – Report Delay for Ocean Booking
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The next event actually incurs a delay Such un-planned events can be reported at any point in the process and can trigger potential notifications to involved users Enabling Management by Exception is a strength of SAP EM
Monitoring Event Management Track & Trace – Enter information and send to TM
Monitoring Event Management Track & Trace – Refresh Last Screen Again
System demonstration demonstration - Less than Container Load Scenario Login to TM System again
Monitoring FB/Execution Tab shows Event Information
»
The Booking order in TM reflects the reported events on the Execution tab
End of demonstration Less than Container Load Scenario You have seen:
An Intermodal scenario made of trucks and ocean vessel including all the logistic stages
The process flow from Quotation to Booking and Freight Settlement
Booking Orders are tracked & traced with Event Management
Thank you for your interest! Questions?
[email protected]
Further Information
GOPA SAP TM 8.0 White Paper 2011
http://whitepapers.sapinsideronline.com/view.cfm?white_paper=631
GOPA SAP TM 8.1 White Paper 2012
Available at Supply Chain Digest
http://www.scdigest.com/TypeList.php?colid=InternalWhitePaper
GOPA IT Consultants GmbH Homepage
http://www.gopa-itc.de/leistungen/it-business-consulting/transportation-management.html
