TM300 - Subcontracting in SAP.pdf

For Any SAP / IBM / Oracle - Materials Purchase Visit : www.erpexams.com OR Contact Via Email Directly At : [email protected]

Subcontracting in SAP Transportation Management


P A R T IC IP A N T H A N D B O O K INSTRUCTOR-LED TRAINING

Course Version: 16 Course Duration: 1 Day Material Number: 50131627


0

Visit : www.erpexams.com


SAP Copyrights and Trademarks

© 2015 SAP SE. All rights reserved. No part of this publication may be reproduced or transm itted in any form or for any purpose without the express permission of SAP SE. The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. •

Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation.

•

IBM, DB2, DB2 Universal Database, System i, System i5, System p. System p5, System x, System z, System zlO, System z9, zlO, z9, iSeries, pSeries, xSeries, zSeries, eServer, z/VM, z/OS, i5/OS, S/390, OS/390, OS/400, AS/400, S /39 0 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+, P0WER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation.

•

Linux is the registered trademark of Linus Torvalds in the U.S. and other countries.

•

Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries.

•

Oracle is a registered trademark of Oracle Corporation

•

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.

•

Java is a registered trademark of Sun Microsystems, Inc.

•

JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape.

•

SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE 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.

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 SE 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.





0



Typographic Conventions American English is the standard used in this handbook. The following typographic conventions are also used.

This information is displayed in the instructor’s presentation

Demonstration

Procedure

Warning or Caution

A

O

Hint

Related or Additional Information

Facilitated Discussion

User interface control

Example text

Window title

Example text


0



VLC About This Handbook About This Handbook

This handbook provides you with basic information for attending your virtual live classroom session. Adobe Connect Support Information

Web and audio support is available by: •

Pressing *0 from within the audio-conferencing

•

Calling the support hotline numbers listed below

•

Emailing the PGI support hotline below

Global PGI Support Hotline for SAP Education (24/7) Tel: +1800-368-1945 Tel: +1719-234-7915 Note: After dialing in, press option 2 for technical support. You will then be presented with two options press 1 for Audio support, or press 2 for Web support. Email: [email protected] Setting up your Learning Environment

Ideally you want to be in a private room when participating in a synchronous (live) event. In reality, you may not be able to arrange that. Here are some tips for maximizing your learning environment: •

Create an inspirational office/studio to work in

•

Use a comfortable chair

•

Use well designed and functional computer peripherals

•

Keep a log or journal of notes and ideas you can use for future sessions

Before your online class:

•

Tell co-workers you will be in class (send e-mail)

•

Post a sign indicating when you will be free again (when class is over)

•

Use a headset instead of your computer speakers to minimize disruption of others

•

Ignore people who try to get your attention

•

Turn off the ringers / alerts on telephone, pager, and cell phone

•

Turn off e-mail and instant message alerts

•

Remove other distractions lying on your desktop

•

Keep a glass of water at your desk




Teleconferencing ground rules:

•

Use the mute button or press *6

•

Do not place call on hold

•

Use the "Raise hand" icon in the Attendee List: My Status to indicate you want to ask a question

•

Identify yourself before speaking, when not called on

•

Charge the batteries for your cordless handset

•

If possible use a land line instead of your cell phone

Minimum Hardware Requirements

•

PC with 1 GHz processor or higher. Minimum 1 GHz processor recommended for screen sharing. You may be asked to share their screen during hands-on exercise portion of virtual class.

•

17 inch or larger monitor is recommended, set at 1024 X 768. Larger monitor and 1024 X 768 setting will make presentation and system screens easier to read.

•

Phone with Headset/Microphone or Speakerphone feature - to maximize student listening and comfort during presentation and demonstration portions of the course.

Software Requirement

A complete list of supported Operating Systems, browsers and additional requirements for Adobe® Acrobat® Connect™ can be found at: www.adobe.com/products/acrobatconnectpro/systemreqs Sample Email to Notify Others You Are in a Virtual Class

This is a sample of an email you can send to your colleagues and manager when you are taking an online course. Dear colleagues, Today I will be participating in an online class from my desk. I will be online from approximately 9:30 a.m. to 5:30 a.m. EST. I would appreciate it if you would not disturb me during this time. If you have an immediate question, please contact Joe Smith at extension 123. If it can wait until after 11:00 a.m., please send me an email and I will follow up with you before the end of the business day. I appreciate your consideration. Best regards, Getting the Most Out of Your Session Session Guidelines

•

Turn off email, phones, instant messaging tools, and clear other distractions away from your training area.

•

Participate and prepare to be called on by name.

•

Use the “ Raise Hand” icon if you have an immediate question or comment.

•

Be patient waiting for a response to your chat messages.

•

If you leave the program, please use the “Step Away" status icon in the Attendee List pod to let your instructor know when you leave and remember to clear it when you return.







Contents xi

Course Overview

1

Unit 1:

Carrier Selection

2 9 16

Lesson: Explaining the Carrier Selection Process

23

Exercise 2: Configure Carrier Selection

Exercise 1: Execute Carrier Selection Lesson: Selecting Carriers Based on Costs and Priorities

29 35

Lesson: Using Allocations Exercise 3: Perform Carrier Selection based on Transportation

43 47

Allocations Lesson: Using Business Shares Exercise 4: Perform Carrier Selection Based on Business

53

Shares Lesson: Improving Carrier Utilization

59

Unit 2:

Freight Tendering

60 67 75

Lesson: Explaining the Tendering Process Exercise 5: Tender a Freight Order Lesson: Configuring the Tendering Plan

81 90

Exercise 6: Create a Tendering Profile Lesson: Identifying the Tendering Collaboration Scenarios







Course TARGET AUDIENCE

This course is intended for the following audiences: •

Application Consultant

•

S uper/K ey / Power User

•

End User


0




0



Lesson 1 Explaining the Carrier Selection Process

2

Exercise 1: Execute Carrier Selection

9

Lesson 2 Selecting Carriers Based on Costs and Priorities Exercise 2: Configure Carrier Selection

16 23

Lesson 3 Using Allocations Exercise 3: Perform Carrier Selection based on Transportation Allocations

29 35

Lesson 4 Using Business Shares Exercise 4: Perform Carrier Selection Based on Business Shares

43 47

Lesson 5 Improving Carrier Utilization

53

UNIT OBJECTIVES

•

Execute carrier selection

•

Define carrier costs

•

Configure carrier selection

•

Consider allocations

•

Perform carrier selection based on business shares

•

Explain continuous moves

For Any SAP / IBM / Oracle - Materials Purchase Visit : www.erpexams.com OR Contact Via Email Directly At : [email protected] © Copyright. All rights reserved.

1



Unit 1 Lesson 1 Explaining the Carrier Selection Process

LESSON OVERVIEW

In this lesson, you will execute carrier selection. LESSON OBJECTIVES

After completing this lesson, you will be able to: •


Carrier Selection Process

Carrier selection is used to determine the right combination of carrier and carrier assignments based on cost, incompatibilities, priority, and business share goals. With carrier selection, you can assign a suitable carrier to freight orders or freight bookings manually or automatically. Carrier Selection can be started from the following: •

Freight order or freight booking Ul




•

Transportation Cockpit (FOR/FB List)

•

Running freight optimization report /SCMTMS/BACKGRD_PLN

•

Running carrier selection report /SCMTMS/VSR_OPT_BGD in batch or online mode

Ultimately, the carrier is assigned to the freight order.

Once a freight order has been built, a shipper will need to choose (and communicate with) the business partner responsible for moving the product. We will refer to this as carrier selection. Carrier selection is used to assign a suitable carrier to your subcontractable business documents (for example, freight orders), either manually or automatically. The aim is to find a carrier with the lowest costs under consideration of the defined constraints. In manual carrier selection, you manually assign the required carrier to your business documents. If you have configured a check against transportation allocations, the system takes this into account and checks transportation capacities (transportation allocations) that you have defined for the individual carriers. If, during the allocation, the system finds relevant transportation allocations without capacity or that certain rules are violated by the allocation, warning messages appear. A separate optimization is available for automatic carrier selection. It takes selected optimization options into account when determining the most cost-effective carrier for all business documents that you have selected. If none of the carriers are available, the system does not assign any carrier to the relevant business documents.




Transportation Network • Transportation Lanes (most specific or all) • Transportation Zones Incompatibilities • Order - Carrier • Order - Order (CM) Transportation Allocations

Loci

• Multi-level: - Transportation Zone Hierarchy - Means of Transport hierarchy • Freight Agreement reference • Import/Export

Carrier Validity Figure 3: Carrier Availability

Based on the carrier availability, the lanes are maintained in SAP Transport Management (SAP TM) specific to means of transport. A carrier can be available for a lane, but may be incompatible for a specific customer who could exist on that lane. Similarly, a carrier can be incompatible with the order characteristics if, for example, an order contains hazardous items but the carrier does not have any experience in handling such items. A carrier may be maintained on a lane, but could have met the allocation requirements for the period and, for this reason, is not considered during carrier selection. The allocation requirements can be specific to a means of transport or zone hierarchy. Carrier availability can also be influenced by the purchasing organization the carrier is associated with in the freight agreement. Thus, the carrier may be available only for a specific purchasing organization within a company. This is based on the purchase organization definition in SAP TM, as defined by the individual client requirement. You can define different carriers on an inbound or outbound lane. Every lane has a validity period, and the lane-level validity applies to the carriers associated with that lane, which is specific to the means of transport. A carrier availability can be turned on and off for a specific lane by updating the validity. Carrier Selection Strategies Strategy Options During planning in SAP TM, strategies are defined which are optimization options for carrier selection. The system takes these strategies into account during the automatic carrier selection process. You define strategies either in the transportation lane or in carrier selection settings. Initially, the system considers the appropriate transportation lane for each freight order. This allows it to consider different settings in one run. Taking strategies and settings into consideration, the optimizer then creates a carrier ranking list containing the different carrier options. The strategy options supported are as follows: For Any SAP / IBM / Oracle - Materials Purchase Visit : www.erpexams.com OR Contact Via Email Directly At : [email protected]



•

Cost and Priority

•

Business Share

•

Transportation Allocation

•

Continuous Move

C o st a n d P r io r ity

B u sin e ss S hares

B u s in e s s R e la tio n s h ip e x is t s

T ra n s p o rta tio n A llo c a tio n Figure 4: Carrier Selection Strategies

As well as manually assigning a carrier to a freight order, you can also use automatic carrier selection and influence it by different strategies and settings, as follows: •

Cost and Priority - the cost from either transportation charge management or planning costs can be used to determine the carrier. The best carrier can be based on the following: -

Cost * Priority

-

Cost + Priority

-

Priority if no cost is to be used

-

Cost only

•

Business shares - if a fixed percentage of freight business is to be allocated to a certain carrier, then the business shares can be used.

•

Transportation Allocation - if there is either a minimum or a maximum restriction that regulates how much business you are doing with a certain carrier in a certain region for a certain means of transport.

•

Continuous Moves - combine freight documents for subcontracting to achieve lower rates.

Carrier Selection Strategies

The following strategies can be used for carrier selection: Cost: All carriers that meet the criteria (based on valid lane, incompatibilities, business share, and allocation) are selected and ranked in ascending order of the total cost calculated based on TCM (freight agreement, calculation sheet, rate table/scale required for the 0 /D pair, means of transport combination). Internal cost is maintained on the lane or on the planning




profile. Alternatively, the system can also be set up to assign the lowest cost carrier to the FOR based on the settings in the carrier selection profile. •

Priority: The business decides the preferred carriers for specific lanes and assigns a priority ranking to each carrier per lane. Based on the lane settings or carrier selection profile settings, the carriers that meet the criteria mentioned are selected and ranked in descending order of their lane priorities. The highest-priority ranking (for example, 1 to 10, with 1 being the highest priority) is picked up as the number 1 carrier in the ranking list. The priority 1 carrier can then be assigned directly to the FOR based on the carrier selection settings.

•

Cost + priority: The carriers are ranked in ascending order of their TCM/lane cost and the priority assigned on the lane. The lowest-cost carrier is selected for automatic assignment. However, for tendering, all the carriers in the ranking list are relevant (peer-to-peer/ broadcast) based on the specific flag maintained at carrier level in the lane.

•

Cost * priority: The carriers are ranked in ascending order of their TCM/lane cost * the priority assigned on the lane. The lowest-cost carrier is selected for automatic assignment. However, for tendering, all the carriers in the ranking list are relevant (peer-to-peer/broadcast), based on the specific flag maintained at the carrier level in the lane.

Carrier Selection Ranking When using automatic carrier selection, the system will create a carrier ranking list of the relevant carriers for a particular freight order or freight booking. For each relevant carrier, users can see a variety of information that influenced the selection process. This could include the means of transport cost, delivery performance ratings, and others. After automatic carrier selection has been performed, the ranking list will be visible in the freight order.




Carrier Selection Result Order specific list of carriers including:

Might be changed manually Not mandatory

• Cost Means of Transport

Possible usage of the ranking list:

Performance

Select the cheapest carrier (Automatic Assignment)

• Origin

Tendering input

Continuous Move Involvement

Manual selection E d * T M 1 2 0 F r e ig h t O r d e r T y p e 1 0 0 0 0 0 1 0 2

X Cancat M>

w

O w or

MM

n

ScDadUe J FotowUfca

Twtk m CaeciMa Cnargn »

'xfwOAng Camer Satecbon »

Fnng

lo g

B i n r m i Partner

t m

and C o r d t o a

Oocicnert fto w

CHargee

Oenerat Data

e ■ ac
S u b c o n trac tin g Dai*

I

C o rtru o u i Mm « D

riser! Carrier Camar

| Assign Carrier |

Mtov* L*>

O eacrgbon

A lto a O c r . *»* 1 X

■ • »**■>*«*''

A a o tfl

X ' ’L*at 1

P e e ra ^ g e e r Tender

Camar P*er4o-Peer

M eant of

1 US-CAA-Q3

F a it Tructang 4 Lognbcs

IO2J0O USD

BS

a u s^ a

2 US-CAM-04

Oreert Tranegort /Je rse y

103.00 USD

Bi

11 US_FTV

2 US-CAX-OI

U M M 4I

a

• US_FTV

4 US-OUt-02

US-CAH-02

a

• US.FTL

Figure 6: Carrier Selection Result (Ranking List)

Based on the settings maintained earlier, when we perform carrier selection, the system determines the least costly carriers and ranks them from lowest to highest cost, or from lowest to highest priority. This ranking is then considered for tendering. It can, however, be manually switched in the freight order. Additions and deletions are also possible.







Unit 1 Exercise 1 Execute Carrier Selection

Business Example

You want to set up SAP TM so that carriers are selected automatically for a certain lane, based on cost and priorities. The costs will be calculated using transportation charge management. Note that, in this exercise, when the values include ##, replace the characters with the number assigned to you by your instructor. Create a Sales Order

In this task, you will create a sales order, which will later be planned using optimizer. 1. In SAP ERP, create a sales order using the following data: Field

Value

Order Type

ZTOO

Sales Organization

3000

Distribution Channel

10

Division

00

Sold-To Party

TM_CUST_0 0

PO Number

TM300-GRP##-1.1

Material

PRODTM-OO

Order Quantity

300

Plan OTR and Verify Carrier Selection

In this task, you plan the OTR and verify that the selected carrier in the freight order is the one with the lowest price based on the cost * priority strategy. 1. Plan the OTR with the vehicle resource C_00_TRUCK_01, using the following profiles: Field

Value

Planning Profile

GRP##_CARRIER_SELECTION

Selection Profile (FOs)

GRP ##_NA_FO_S EL_PRO F

Transportation Cockpit Layout

Standard Layout

Layout for Planning Results Screen

Standard Layout


0



Field

Value

Description

Carrier Selection COST AND PRIORI TY

2. Open the freight order and calculate the charges. Verify that the charges are the same as the proposed amount.




Unit 1 Solution 1 Execute Carrier Selection

Business Example

You want to set up SAP TM so that carriers are selected automatically for a certain lane, based on cost and priorities. The costs will be calculated using transportation charge management. Note that, in this exercise, when the values include ##, replace the characters with the number assigned to you by your instructor. Create a Sales Order

In this task, you will create a sales order, which will later be planned using optimizer. 1. In SAP ERP, create a sales order using the following data: Field

Value

Order Type

ZTOO

Sales Organization

3000


10

Division

00

Sold-To Party

TM_CUST_0 0

PO Number

TM300-GRP##-1.1

Material

PRODTM-OO

Order Quantity

300

a) In SAP ERP, on the Easy Access screen, in the Command field, enter transaction code VA01 and press Enter. b) In the Create Sales Order: Initial Screen, enter the following data: Field

Value

Order Type

ZT00

Sales Organization

3000


10

Division

00


0



c) Choose Enter. d) On the Create TM100 Standard Order: Overview screen, enter the following information: Field

Value

Sold-To Party

TM_CUST_0 0

PO Number

TM300-GRP##-!.1

e) In the All items table, enter the following information: Field

Value

Material

PRODTM-OO

Order Quantity

300

f) Choose Save and note the sales order number. Plan OTR and Verify Carrier Selection

In this task, you plan the OTR and verify that the selected carrier in the freight order is the one with the lowest price based on the cost * priority strategy. 1. Plan the OTR with the vehicle resource C_00_TRUCK_01, using the following profiles: Field

Value

Planning Profile

GRP##_CARRIER_SELECTION

Selection Profile (FOs)

GRP# #_NA_FO_SEL_PROF


Standard Layout


Standard Layout

Description

Carrier Selection COST AND PRIORI TY

a) In SAP TM, in the NetWeaver Business Client, choose ERP Logistics Integration —► Overview Transportation Requirements. b) Select the OTR based on the sales order that you created in the task Create a Sales Order. c) Choose Start Transportation Cockpit. d) On the Transportation Cockpit: Profile and Layout Sets screen, check for a row with the same profiles and layout settings as in the table. If it exists already, skip to step (h). e) If the profile row does not yet exist as shown in the table, choose New. f) Enter the data provided in the table. g) Choose Save. h) Select the row corresponding to the entries in the table and choose Continue.




i) In the Freight Unit screen area, select the freight unit. j) In the Vehicles screen area, select the vehicle resource C_00_TRUCK_01. k) With both the freight unit and the vehicle resource selected, choose Optimizer Planning —► Selected Entries Only. l)

On the Freight Orders/Freight Bookings screen area, select the freight order that has just been created.

m) On the Freight Orders/Freight Bookings screen area, on top right, choose Maximize. Scroll to the right and review the carrier assignment as a result of carrier selection, which was executed as part of optimizer planning. On top right, choose Restore. n) On the Carrier Ranking tab, select the carrier with the lowest amount. It will be at the top of the list. Verify that this is the carrier that was assigned to the freight order automatically. o) Verify that no charges were calculated for two carriers, and that these carriers have been ranked at the end of the list. p) Choose Accept. q) Choose Save. 2. Open the freight order and calculate the charges. Verify that the charges are the same as the proposed amount. a) In the Transportation Cockpit, in the Freight Order/Freight Booking screen area, open the freight order. b) On the General Data tab, verify that the Carrier field displays carrier selected in the previous step. c) Open the Statuses tab, and verify that the Subcontracting Status is Carrier Assigned. d) Open the Subcontracting tab. e) On the Subcontracting tab, open the Carrier Ranking tab. f) Note the amount for the carrier. g) Open the Charges tab and choose Edit. h) Choose Charges/Settlement —*■ Calculate Charges. i) Note the charges in the Final Amount column. It should be the same as the amount proposed by the carrier selection strategy. j) Choose Save. k) Close the freight order window. l)

Close the Transportation Cockpit window.




Note: During the next demonstrations and exercises, we will look at the settings that led to this result.




LESSON SUMMARY

You should now be able to: •





Unit 1 Lesson 2 Selecting Carriers Based on Costs and Priorities

LESSON OVERVIEW

In this lesson, you will define carrier costs and configure carrier selection. LESSON OBJECTIVES



•


Prerequisites for Carrier Selection

There are a number of factors that influence carrier selection, including the following: •

Master data

•

Planning Profile

•

Lane settings

•

Incompatibilities

Master data




•

Define available carriers in the transportation lane

•

Create allocation or business shares data if they are to be used during carrier selection

•

Carriers either CIFed from SAP ERP or created in SAP TM Note: Only CIFed carriers can be used for settlement of cost back to SAP ERP

Planning Profile •

Selection profile for carrier selection defining how the freight orders will be selected

•

Planning Strategy setting

•

Carrier Selection settings

Lane Settings •

The lane settings identifies if cost will be considered, and if so, the origin of the costs. It can also specify the settings for business shares and allocation.

•

If costs and priority will be used, the priority assigned to carriers can be specified here as well

Incompatibilities •

You can create incompatibilities such as carrier with product groups or carrier with vehicles, and so on.

Carrier Selection Master Data

The following master data is required before performing carrier selection: •

Transportation lane has to be set up between two zones or location pairs, specific to a means of transport. The validity period is defined per lane, and carriers are assigned to the lane created.

•

The prerequisite to lane creation is the setup of locations and zones, which can be manually created in SAP TM, or created when the shipping points customers, and vendor are CIFed from SAP ERP to SAP TM.

•

The carrier is CIFed from SAP ERP or can also be locally maintained in TM, depending on the scenario.

Costs and Priorities in Carrier Selection In carrying out carrier selection, the system can put more weight on priorities or costs. In terms of priority, the system can determine the most favorable carrier based on the priorities you have defined. In effect, this means that the system chooses the carrier with the highest priority, while taking into account the various restrictions that may be in place.




Alternatively, the system can determine the carrier on the basis of lowest total cost. Costs in this case can refer to internal costs or to charges calculated in charge management (we will look at this option in a separate lesson). Internal Costs Internal costs draw on transportation costs and carrier costs as defined for your carriers. For example, you may have defined a transportation cost per business document (freight order, for example), or you could have defined a transportation cost per unit of weight or volume. Carrier costs are typically defined per unit of distance (kilometers or miles). You define internal costs in the transportation lane or in the carrier profile. Note: When we speak of internal costs here, we are not speaking of real world costs. Internal costs are used for weighting only, as part of the carrier selection process.

Settings - Transportation Lane Available Carriers are defined per MTR on Transportation Lane Level. Lane level Carrier selection settings: Relevance to Carrier Selection selected M N nt of Transport

In the Priority/Costs field, assign cost/priority

V **y

Define Cost Origin and Logic of Carrier Selection

Means of Trans.

tn _ m

Start Date

01.10.2012

End Date

) 1 . 12.2012

0

Control kndcatcr H R i T n p Castan te

Mi Trio C u i t t n Parameters Transptn Cfctanc* *

'T T iM .r r j

T np C u a tc n

1*H 2

Generate Propose

Horn

M ecnon

0

Transportn Costs o< T up Costs

C han ge S P 3 1 0 0 -> U S < U S T -0 1

V

® ce t Start Date JJISet End Date o

a

c

«

i

v

»

/.

a c -. a

.* .

* Start date US_FTL

01.10.2012

Mpnty/Costs

A Costs

Cost Cr«jn

T Costs cafcilated Or Corrponent TCM

C cntn M oe Type

M ure of T ijn s m Ena Date 31.12.2012

F*D ua

Trse. Cu 9:12

R* Etst.

Tr». CKX Jnt 1.536,873

fteosen Trs&Costs 0,00

UWWTr c

<> Q n * , V 'n

0,.

«> a

avj]

V .1 [3, C

(

■ J t ■
MTr SUtt date US 01.10.20 US.. 01.10.20.. U5 01.10.20. US 01.10.20

NsQatme Tdertnce Pen Costs Crcess P en Costs STiortf

Carnot Fcr Means of Trans. lA_FTl ||jS Bi^nessPirtret* Desoptwr US-CAROl U&CAftOl US-CAR-G2 UXAA-02 U5OR-03 FastTru*. US CAR OR GroenTra

( M Buinets S h n Post** Tdertnce

Erd Date Ftcrtty PJPTercTl P2CTerd EKUT 31.12.2 « V 9 31.12.2. 6 ® 6 a 4 2 4 V 31-12.2 31.12.2 11 V 11

OCaTeft 4 4 4 21

Can Costs O.COO O.CCO 0,C00 0.C00

Ur* E KM KM KM KM

Transport a t m AJocaOOn 0 * 0 T n p AloceOans P U r m g Period

Figure 8: Settings - Transportation Lane

To carry out carrier selection based upon cost and priority, you must maintain the appropriate setting on the lane as follows: •

Strategy must have Relevance to Carrier Selection selected

•

In the Priority/Costs field, specify the cost or priority setting

•

Define Cost Origin




Note: For distance-based lane rating, if the fixed flag is maintained on the lane, the distance is picked up from the lane. Otherwise, the distance will be recalculated during optimization.

Settings - Lane / Means of Transport Carrier-specific priority setting

Figure 9: Settings - Lane / Means of Transport

On the transportation lane, for each carrier you can maintain internal costs in case the cost origin is set to internal cost. If priorities are used as part of the strategy, a priority per carrier can be maintained here as well You have to maintain the tendering type relevance for a specific carrier at transportation line level. Thus if the carrier is relevant to peer-to-peer tendering for the lane SP3100 - > US-CUST-01, the peer-to-peer flag must be checked and the required priority maintained in the lane. A similar setup is required for broadcast. To Define Carrier Costs

1. In NWBC, choose the Master Data folder and then choose Transportation Network —► Transportation Lanes —>Define Transportation Lane. 2. Under Transp. Lane Maintenance, enter transportation lane values in the following fields according to your requirements: Start Location/Zone




.

Dest. Loc./Zone

3. Choose Change. 4. Note that carriers are assigned to a specific means of transport (MTr), and each carrier can have a different cost per KM or mile. 5. Display details for a means of transport by double-clicking the means of transport in the MTr column. 6. Note the carriers assigned to this MTr in the bottom left screen area. 7. Note the Unit column and that carrier costs can be defined per kilometer or mile unit. 8. Define the costs appropriately in the adjacent Carrier Costs column. 9. Transportation costs can also be defined, and may use other units such as weight or volume.

Carrier Selection Settings Carrier Selection: Can perform carrier selection after vehicle scheduling and routing automatically Based on strategies such as lowest cost, business share, and/or priority Considers continuous move options and equipment allocations Can tender automatically based on the tendering strategy These settings override settings maintained directly on a transportation lane

Figure 10: SAP TM Carrier Selection - Settings / Planning Profile

Carrier selection settings are included in optimization. Although some of the same settings are available in the carrier settings on the transportation lane, these settings override settings maintained directly on the lane. The settings in this profile are based on strategies such as lowest cost, business share, and priority. It considers continuous move options and equipment allocations and can tender automatically based on the tendering strategy. The profile also contains more enhanced settings, such as the ability to automatically perform carrier selection after vehicle scheduling and routing. In the direct shipment options (DSO), carrier selection can be enabled at time of freight unit building by using the carrier selection settings (additional setup is required to enable the DSO functionality). The profile also allows carrier selection in the freight order, which then uses this information for tendering. For Any SAP / IBM / Oracle - Materials Purchase Visit : www.erpexams.com OR Contact Via Email Directly At : [email protected]



Critical Carrier Selection Settings

Incompatibilities between order and carrier, or customer and carrier, can also be maintained in the carrier selection settings. The system can be set up to use allocations, business share, and strategy for carrier selection and for the determination of cost origin in two different ways: maintained on the lane or maintained in the carrier selection settings. The carrier selection settings have priority over the settings maintained on the lane. You can also define if you want to stop at carrier ranking or continue with tendering. If so, the system will prompt you to maintain the tendering manager and tendering profile. The tendering profile contains the tendering type (peer-to-peer or broadcast). Other Carrier Selection Settings

Maintain incompatibilities and associate these to the carrier selection settings. These incompatibilities could be order versus carrier, or customer versus carrier incompatibility. Transportation charge interpretation tells the system what to do when no charges are found for a carrier. •

Action after carrier selection alerts the system for the next action, based on the list above. If automatic tendering is selected, you need to maintain the tendering manager and the tender profile.

•

Manual assignments can be considered final, or can be changed based on the settings maintained in the Advanced Settings tab.

To Create Carrier Selection Settings

1. In NWBC, choose the Application Administration folder and then choose Planning —» Planning Profile Settings —>Carrier Selection Settings —>Create Carrier Selection Settings. 2. Make your settings as required under General Data, Other Settings, and Advanced Settings. Required fields are marked with a red asterisk. Depending on your requirements, the most important fields are typically as follows: .

Incompatibility Settings

.

Allocation Usage

•

BS Usage (Business Share)

.

Strategy

•

Carrier Cost Origin




Note: The settings maintained here take precedence over those maintained for a transportation lane. For example, settings in relation to strategy and carrier cost origin can be made for both carrier selection settings and transportation lane settings, but those made here have priority.




Configure Carrier Selection

Business Example

You want to set up SAP TM so that carriers are selected automatically for a certain lane, based on cost and priorities. The costs will be calculated using transportation charge management. Note that, in this exercise, when the values include ##, replace the characters with the number assigned to you by your instructor. Prepare Master Data for Carrier Selection Based on Cost and Priority

In this task, you verify the carrier selection related settings for a transportation lane. The lane must be relevant for carrier selection with the appropriate cost origin and strategy defined. 1. Verify the carrier selection settings in the transportation lane and means of transport using the following data: Field

Value

Start Location/Zone

SP3100

Destination Location/Zone

CTM_96161

Means of Transport

TM_FB45

Relevant to Carrier Selection

Selected

Priority/Costs

Costs * Priority

Cost Origin

Costs calculated by component TCM

2. Verify the priority of the carriers assigned to the Means of Transport TM_FB45 as follows: Business Partner Means of Trans port

Start date

End data

Priority

CARR-00-01

TM_FB45

01.01.2013

31.12.9999

1

CARR-00-02

TM_FB45

01.01.2013

31.12.9999

2

CARR-00-03

TM_FB45

01.01.2013

31.12.9999

3

CARR-00-04

TM_FB45

01.01.2013

31.12.9999

9

Configure Planning Profiles

In this task, you will verify the planning profile, and its subordinate profiles, with settings relevant for carrier selection using Cost * Priority. 1. Display planning profile GRP##_CARRIER_SELECTION. For Any SAP / IBM / Oracle - Materials Purchase Visit : www.erpexams.com OR Contact Via Email Directly At : [email protected]

0



2. Verify the following optimizer settings: Field

Value

Planning Strategy

VSR_lStep

Planning Strategy for Transp. Prop.

VSR_lStep

3. Explain how the planning strategy VSR_1STEP affects carrier selection.

4. Verify that the carrier selection settings match the following data: Field

Value

Check Incompatibilities

Selected


C_NA_INCOMPAT_CARR_CUST_INCOMPAT

Strategy

Costs*Priority

Carrier Cost Origin

Use Transportation Charges from TCM

Planning Strategy

TSPS_DEF

Optimizer Runtime

10

Action for Manual Ranking

Keep

Transportation Charge Interpretation

Accept Carrier with Charges of Zero as C. with Highest Costs

Common Currency

USD

Action After Carrier Selection Run

Assign Best Carrier

Continuous Move

Do Not Create Continuous Move

Continuous Move Information

Selected




Configure Carrier Selection

Business Example

You want to set up SAP TM so that carriers are selected automatically for a certain lane, based on cost and priorities. The costs will be calculated using transportation charge management. Note that, in this exercise, when the values include ##, replace the characters with the number assigned to you by your instructor. Prepare Master Data for Carrier Selection Based on Cost and Priority

In this task, you verify the carrier selection related settings for a transportation lane. The lane must be relevant for carrier selection with the appropriate cost origin and strategy defined. 1. Verify the carrier selection settings in the transportation lane and means of transport using the following data: Field

Value

Start Location/Zone

SP3100


CTM_96161

Means of Transport

TM_FB45


Selected

Priority/Costs

Costs * Priority

Cost Origin


a) In SAP TM, in the NetWeaver Business Client, choose Master Data —*• Transportation Network —► Transportation Lanes —>Define Transportation Lanes. b) In the Define Transportation Lanes for Carrier Selection screen, enter the following data: Field

Value

Start Location/Zone

SP3100


CTM_96161

c) Press Enter and choose Display. d) On the Display SP3100 -> CTM_96161 screen, double-click the Means of Transport TM_FB45. A panel displays showing the details of the Means of Transport.


0



e) On the Strategy screen area of the panel, verify the following data: Field

Value


Selected

Priority/Costs

Costs * Priority

Cost Origin


f) Choose ^ (Copy and Close). 2. Verify the priority of the carriers assigned to the Means of Transport TM_FB45 as follows: Business Partner Means of Trans port

Start date

End data

Priority

CARR-00-01

TM_FB45

01.01.2013

31.12.9999

1

CARR-00-02

TM_FB45

01.01.2013

31.12.9999

2

CARR-00-03

TM_FB45

01.01.2013

31.12.9999

3

CARR-00-04

TM_FB45

01.01.2013

31.12.9999

9

a) In the Carrier for Means of Trans. TM_FB45 screen area, verify the data in the table. b) Close the window. Configure Planning Profiles

In this task, you will verify the planning profile, and its subordinate profiles, with settings relevant for carrier selection using Cost * Priority. 1. Display planning profile GRP##_CARRIER_SELECTION. a) In the NetWeaver Business Client, choose Application Administration —► Planning —>Planning Profiles —>Display Planning Profiles. b) Enter the planing profile and choose Continue. 2. Verify the following optimizer settings: Field

Value

Planning Strategy

VSR_lStep


VSR_lStep

a) On the Optimizer Settings tab, verify that the Planning Strategy is VSR_1STEP. 3. Explain how the planning strategy VSR_1STEP affects carrier selection.




The VSR_1STEP planning strategy performs carrier selection during planning and is th the reason why carrier selection was automatically executed during optimizer planning in the previous exercise._____________________________________________________________ 4. Verify that the carrier selection settings match the following data: Field

Value

Check Incompatibilities

Selected


C_NA_INCOMPAT_CARR_CUST_INCOMPAT

Strategy

Costs*Priority

Carrier Cost Origin


Planning Strategy

TSPS_DEF

Optimizer Runtime

10

Action for Manual Ranking

Keep

Transportation Charge Interpretation

Accept Carrier with Charges of Zero as C. with Highest Costs

Common Currency

USD

Action After Carrier Selection Run

Assign Best Carrier

Continuous Move

Do Not Create Continuous Move

Continuous Move Information

Selected

a) On the Carrier Selection Settings tab, verify the data in the table. b) Close the window.




LESSON SUMMARY



•





Using Allocations

LESSON OVERVIEW

In this lesson, you will perform carrier selection based on transportation allocations. LESSON OBJECTIVES



Transportation Allocations Transportation allocations allow companies to assign defined quantities of capacity to certain business partners. This includes set minimum or maximum capacity restrictions that regulate how much business is allowed with a certain carrier in a certain region for a certain means of transport. A separate business object is used to model these allocations.

m

Carrier 1 allocates 20 trucks/day (capacity)

Freight from Location/Zone A to Location/Zone B

Carrier 2 allocates 40 trucks/day (capacity) Figure 11: Transportation Allocation


0



Transportation Allocations

C r e a t e T r a n s p o r t a t io n A llo c a t io n @Save ✓ ) Data saved successful ^

&

erf Bucket .

Export

^ F**er Tranip

Mnvnum Tr...

UaxmumTr...

Booked Tra

Unt

- To PMA-OC [Road] ▼ 8 2 PMA-CAR-01 (01 01 2010 00 00 00 -31 12.2010 23 59 59) ▼

284 284

• f t 2010

30.00

50 00

TO

30.00

S0.00

TO

30.00

50.00

TO

Along PMA-PL1000 •» PMA-OE-CUST-01 (PI4A_FTl._EU) ▼

▼

82 PMA-CAR-01 (01 01 2010 00 00 00-31 12 2010 2359 59)

283

• f t 2010

283

Outbound PMA-OE (PMA_AR) ▼

£2 PMA-CAR-01 (01 01 2010 00 00 00 -31 12 2010 23 59 59)

282

• f t 2010

282

Transportation allocations -

M in im um or m axim um restrictions th a t regulate how m uch business you are doing with a certain carrier in a certain region for a certain m ea n s of transport

j Figure 12: Transportation Allocations

Often, firm relationships exist with carriers in the form of contracts. These contracts can guarantee that an amount of business is allocated to a carrier, which if not met, results in penalties. SAP TM has the tools to track these relationships or, alternatively, divide up business between different carriers. The following are examples of transport allocations: •

A carrier commits to at least 25 shipments or truckloads from Nashville each day. However, for business reasons, the availability changes each day.

•

A carrier normally provides two trucks per day from Dayton, Ohio. For business reasons, the carrier is able to offer, on Tuesday and Friday only, five trucks to the shipper.

•

A carrier can include additional capacity to the existing number of shipments by truck. For example, a carrier could add five additional trucks during the week between Tuesday and Thursday.




Transportation Allocation Characteristics Trade Lanes

Allocations

Along Hamburg to Paris From Germany Within Europe To Paris Capacity constraint for a given carrier on a given trade lane for a specific time interval divided into buckets

Scope:

Bucket: Minimum/Maximum/Both Target freight documents: Subcontractable Freight Order, Freight Booking

Automatic carrier Selection Manual Carrier Selection Tendering

Figure 13: Transport Allocations In Carrier Selection

Transportation Allocation Characteristics

•

•

•

Carrier capacity can be defined for any geographical level in arbitrary dimension. When defining the allocation, the trade lane can be specified as follows: Along

Both source location/zone and destination location/zone can be specified

From

Source location/zone only

Within

Using zone hierarchy

To

Destination location/zone only

Inbound

Destination zone is specified

Outbound

Source zone is specified

Extended carrier selection optimizer interface -

During carrier selection either using optimizer or manual planning, the allocation can be checked

-

During tendering, the allocation can be checked•

Carrier capacity and utilization can be extracted to SAP NetWeaver




Extended Scope of Transportation Allocation

In SAP TM, you can define a connection between allocations and the freight agreement for a specific carrier. Only when a single trade lane has been defined for an agreement item, can an allocation from the item of the single party freight agreement be created. The type of allocation created is defined in the Agreement Type Customizing activity. If the carrier or trade lane in the agreement is changed, the user receives a message in an alert box stating that the allocation is no longer relevant. Other Transportation Allocation Features

•

Transportation allocation types can be defined in Customizing.

•

Transportation allocation supports air freight capacity check and the integration of schedules. Further optional attributes can be specified.

•

Bucket quantities are extended - multiple dimensions for the same bucket can be specified.

•

Handling code support.

•

Transportation mode/user-specific user interface capability.

Trade Lanes




A trade lane is an abstract representation of transport classification. A trade lane instance does not represent a connection between any transportation network nodes (zone/location, and so on), it is a context independent classification of any transportation-related activities. Trade Lanes may build up a hierarchy, that is, more generic trade lanes imply more specific trade lanes (for example: "Within Germany using means of transport Truck” implies “Along from Frankfurt to Hamburg using means of transport Chilled Truck” and “Within Bavaria using means of transport Truck for liquids"). Trade lanes may overlap each other (for example, “ From Germany using Airplane" and “Within Europe using Airplane” ). Trade lane hierarchies include transportation zone hierarchy (for example: “ From Germany" implies “ From Bavaria", which implies“ From Plant_Munich”), means of transport hierarchy (for example: “Within Germany with Mtr Truck" implies "Within Germany with Mtr Chilled_Truck") and means of transport - mode of transport relations (for example: “Within Germany with Mode of Transport Road” implies “Within Germany with Mtr Chilled_truck”).







Unit 1 Exercise 3 Perform Carrier Selection based on Transportation Allocations

Business Example

You want to define a transportation allocation for a new carrier. Before configuring the settings, you would like to review the settings for the same scenario for an existing allocation. Prepare the Lane to Use Transportation Allocation

1. Verify the carrier selection settings in the transportation lane and means of transport using the following data: Field

Value

Start Location/Zone

SP3100


CTM_96161

Means of Transport

TM_FB48


Selected

Priority/Costs

Costs

Cost Origin

Costs calculated by Component TCM

Use Trp. Allocations

Selected

Planning Period

Day


1. Display planning profile GRP00_TM120_CARSEL_TAL. 2. Verify the following optimizer settings: Field

Value

Planning Strategy

VSR_lStep


VSR_lStep

3. Verify the following carrier selection settings: Field

Value

Type of Carrier Selection Settings

General Carrier Selection


0



Field

Value

Allocation Usage

Use Transportation Allocations

BS Usage

Do Not Use Business Shares

Strategy

Costs

Carrier Cost Origin


Configure the Allocation Type

1. Verify that the transportation allocation type is configured for carrier selection using the following data: Field

Value

TAL Type

ZTM

Period

Daily

Full Calendar Units

Selected

Number Range

01

Use Carrier Selection

Selected

Carrier Selection Unit of Measurement

EA

Update Quantity Automatically

Selected

TAL BW Relevance

Not selected

Set up Allocations for Carrier

In this task, you display the worklist for transportation allocations and view the details of the current allocation. 1. Display the most recent transportation allocation for the carrier CAR00-02 and means of transport TM_FB48. 2. Record the values for the following fields of the allocation: Field

Value

Allocation Type Carrier Orientation Source Type Source Destination Type Destination




Field

Value

Means of Transport Maximum Pieces per Bucket


0



Perform Carrier Selection based on Transportation Allocations

Business Example

You want to define a transportation allocation for a new carrier. Before configuring the settings, you would like to review the settings for the same scenario for an existing allocation. Prepare the Lane to Use Transportation Allocation

1. Verify the carrier selection settings in the transportation lane and means of transport using the following data: Field

Value

Start Location/Zone

SP3100


CTM_96161

Means of Transport

TM_FB48


Selected

Priority/Costs

Costs

Cost Origin



Selected

Planning Period

Day


Value

Start Location/Zone

SP3100


CTM_96161

c) Press ENTER and then choose Display. d) On the Display SP3100 -> CTM_96161 screen, double-click the Means of Transport TM_FB48.




A panel displays showing the details of the Means of Transport. e) In the Strategy area of the panel, verify the following data: Field

Value


Selected

Priority/Costs

Costs

Cost Origin


f) In the Transportation Allocation screen area of the panel, verify the following data: Field

Value


Selected

Planning Period

Day

g) C h o o se ^ (Copy and Close). Configure Planning Profiles

1. Display planning profile GRP00_TM120_CARSEL_TAL. a) In the NetWeaver Business Client, choose Application Administration —► Planning —*• Planning Profiles —>Display Planning Profiles. b) Enter the planing profile and choose Continue. 2. Verify the following optimizer settings: Field

Value

Planning Strategy

VSR_lStep


VSR_lStep

a) On the Optimizer Settings tab, verify that the Planning Strategy is VSR_1STEP. 3. Verify the following carrier selection settings: Field

Value

Type of Carrier Selection Settings

General Carrier Selection

Allocation Usage

Use Transportation Allocations

BS Usage

Do Not Use Business Shares

Strategy

Costs

Carrier Cost Origin





a) On the Carrier Selection Settings tab, verify the data in the table. b) Close the window. Configure the Allocation Type

1. Verify that the transportation allocation type is configured for carrier selection using the following data: Field

Value

TAL Type

ZTM

Period

Daily

Full Calendar Units

Selected

Number Range

01

Use Carrier Selection

Selected

Carrier Selection Unit of Measurement

EA

Update Quantity Automatically

Selected

TAL BW Relevance

Not selected

a) InSAPTM, in Customizing for SAP Transportation Management, choose SAP Transportation Management —► Transportation Management —>Planning —»•General Settings —► Define Transportation Allocation Types. b) Verify the settings and exit the function. Set up Allocations for Carrier

In this task, you display the worklist for transportation allocations and view the details of the current allocation. 1. Display the most recent transportation allocation for the carrier CAR00-02 and means of transport TM_FB48. a) In SAP TM, in the NetWeaver Business Client, choose Planning —> Worklist —>>Overview Planning. b) Choose the active query Transportation Allocations and refresh the query. c) If the Quick Criteria Maintenance screen area is not already displayed, choose Show Quick Criteria Maintenance. d) Search for transportation allocations for means of transport TM_FB48 for carrier CAR00-02 by entering these values in the search criteria. e) Choose Apply. f) Choose Hide Quick Criteria Maintenance. 2. Record the values for the following fields of the allocation:




Field

Value

Allocation Type Carrier Orientation Source Type Source Destination Type Destination Means of Transport Maximum Pieces per Bucket a) In the worklist, select the row for allocations and choose Display. b) Record the values and close the window. The values are as follows: Field

Value

Allocation Type

ZTM

Carrier

CARO0-02

Orientation

Along

Source Type

Location

Source

SP3100

Destination Type

Zone

Destination

CTM_96161

Means of Transport

TM_FB4 8

Maximum Pieces Per Bucket

4

c) Review that, according to the planning period, daily buckets were created for the validity period. d) Review that minimum and maximum values can be maintained for different dimensions or unit of measures. e) Review that the current (actual) values will be displayed if the freight orders are subcontracted to the carrier during the validity period of the transportation allocation.




LESSON SUMMARY






Unit 1 Lesson 4 Using Business Shares

LESSON OVERVIEW

In this lesson, you will perform carrier selection based on business shares. LESSON OBJECTIVES



Business Shares Selecting Carriers Based on Business Share

Carrier 1

Pllfe

Business share can be defined by various dimensions, for example gross weight

30% T o ta l F re ig h t

■ Flexible periods, for example weekly, monthly, yearly ...

70% Carrier 2

J

V

Figure 16: Selecting Carriers Based on Business Shares

Objectives of Business Shares

•

Assign defined percentages to certain business partners

•

Support negotiation of freight agreements

•

Avoid dependency on a single vendor

•

Consider the capacity of a carrier for a certain relation/route/geography

Like transportation allocations, business shares make use of trade lanes.


0



Business Share (Example) Scope: Lane between Hamburg and Frankfurt, MoT ,Road‘ and MTR ,Truck' ■ Weekly .buckets1for the next 3 months ■ Carrier A 75% Business Share, Carrier B 25%

CarrierA:

^

Carrier B:

k

MAR WK1

|

a

\9

•

WK2

•

•

APR WK3

.

WK4

WK1

W K2

l9

l # •

•

e

e

•

*

WK3

MAY .

WK4

l 9

e

WK1

WK 2

9 9 •

WK4 1

w" 3

1

9 9

e

• — *

e

LANE: HAMBURG - FRANKFURT Mode: Road, Rail, Sea ...etc Means of Transport: Truck, Double, ...etc Figure 17: Selecting Carriers Based on BS and Transportation Allocation

When defining the business share context, you create the business share buckets. The percentage of business share a carrier can have for these individual buckets is the actual business share a carrier is allowed to have. There are different types of bucket available during business share creation. They are yearly, quarterly, monthly, weekly, and daily. Example One

Carrier A can have a weekly bucket of 75% of the business share on the lane between Hamburg and Frankfurt between the validity periods March 12015 to 31 May 2015. In the same context, Carrier B can have a weekly bucket of 25% defined.




Target Share

Figure 18: Business Share Tolerances and Penalty Costs

Tolerances and penalty costs can be defined for business shares. As long as business shares are within the tolerance limits, the cost calculations during carrier ranking are not affected. Tolerances are always defined in percentages (%). If the total business share of the carrier exceeds the defined tolerances, either shortfall or over, a penalty applies. The shortage penalty costs are added to all carriers, other than the one selected. The excess penalty costs are added to the carrier under consideration. Penalties are maintained as numeric values in the business share. This number is multiplied by the deviation percentage to arrive at the penalty cost. It only makes sense to use business shares if you have defined penalty costs. It is recommended to also always define tolerances to give the optimizer a certain amount of leeway. Example Two

There is a penalty of 1000 defined in the business share. An excess tolerance of 10% is also defined. During business share calculation, if the excess is 12%, the excess liable for penalty is 2%. This 2 is multiplied by 1000 to arrive at the total excess penalty costs of 2000.




Note: When calculating the total costs for a carrier, if you are working with TCM costs, there will be a currency assigned to the costs. To assign a currency to business share penalty costs, go to: Carrier Selection Settings -> Advanced Settings -> Common Currency. For example, if you are working with carriers from multiple geographic locations with multiple currencies to arrive at the correct ranking, the system uses the common currency (maintained in the Carrier Selection Settings ) for all its calculations. The currency displayed in the carrier ranking list is always the local currency of the carrier (maintained in the freight agreement). All FORs in the business share context are selected for the business share penalty calculations, though these FORs are not selected during the planning run. For example, assume in a business share context there are two carriers, A and B. There are no tolerances defined. Carrier A is awarded a 60% business share and Carrier B a 40% business share. There are already 10 freight orders awarded, of which Carrier A is assigned six and Carrier B is assigned four. Now let us perform carrier selection for the eleventh FOR. If Carrier B is assigned this FOR, Carrier A will have a shortfall of business share, and the penalty cost for the shortfall will be charged to Carrier B, on top of the usual costs determined during carrier selection. If Carrier A is assigned the eleventh FOR, Carrier B will have a shortfall of business share, and the penalty cost will be charged to carrier A, on top of the usual costs determined during carrier selection. Both options are evaluated by the system and the ranking done accordingly.




Unit 1 Exercise 4 Perform Carrier Selection Based on Business Shares

Business Example

You want to define carrier selection for a new lane based on business share. Before configuring the settings, you would like to review the settings for the same scenario for an existing lane. Note that, in this exercise, when the values include ##, replace the characters with the number assigned to you by your instructor. Prepare Master Data for Carrier Selection Based on Business Share

In this task, you will define the settings for the transportation lane to perform carrier selection based on business share. 1. Verify the carrier selection settings in the transportation lane and means of transport using the following data: Field

Value

Start Location/Zone

SP3100


CTM_96161

Means of Transport

TM_FB53


Selected

Priority/Costs

Costs

Cost Origin


Use Business Share

Selected


In this task, you will review the settings in the planning profile relevant to carrier selection. 1. Verify the carrier selection settings in planning profile GRP##_CARR_SEL_BS. Field

Value

BS Usage

Always Use Business Shares

View Business Share Details

In this task, you will display the worklist for business shares and view the details for a business share.


0



1. Display the Business Share worklist for means of transport TM_FB53 for the year 2013. 2. Display a particular business share for 2013 for means of transport TM_FB53. 3. List each carrier and respective target business share. CAR00-01:

CAR00-02:

4. What steps would allow you to display or change multiple business share records within the same screen?

5. Review that the current (actual) share is displayed when freight orders are subcontracted to the carrier during the selected timeframe. 6. Review that penalty costs can be maintained separately for shortfall and exceeding the target share. These costs will be considered when building the carrier ranking list. 7. Review that negative and positive tolerances can be defined separately to define a corridor around the target share in which no penalty costs will be applied.




Unit 1 Solution 4 Perform Carrier Selection Based on Business Shares

Business Example

You want to define carrier selection for a new lane based on business share. Before configuring the settings, you would like to review the settings for the same scenario for an existing lane. Note that, in this exercise, when the values include ##, replace the characters with the number assigned to you by your instructor. Prepare Master Data for Carrier Selection Based on Business Share

In this task, you will define the settings for the transportation lane to perform carrier selection based on business share. 1. Verify the carrier selection settings in the transportation lane and means of transport using the following data: Field

Value

Start Location/Zone

SP3100


CTM_96161

Means of Transport

TM_FB53


Selected

Priority/Costs

Costs

Cost Origin


Use Business Share

Selected


Value

Start Location/Zone

SP3100


CTM_96161

c) Choose Enter then choose Display.


0



d) In the Display SP3100 -> CTM_96161 screen, double-click the row corresponding to TM_FB53. A new Means of Transport panel appears. e) In the Strategy area of the panel, verify the following data: Field

Value


Selected

f) In the Share of Business area of the panel, verify the following data: Field

Value

Use Business Share

Selected

g) Choose ^ (Copy and Close). h) Close the window. Configure Planning Profiles

In this task, you will review the settings in the planning profile relevant to carrier selection. 1. Verify the carrier selection settings in planning profile GRP##_CARR_SEL_BS. Field

Value

BS Usage

Always Use Business Shares

a) In the NetWeaver Business Client, choose Application Administration —>Planning —>Planning Profiles —>Display Planning Profiles. b) On the Display Planning Profile screen, enter the profile then click Continue . c) Open the Carrier Selection Settings tab. d) Verify the fields for the table. e) Close the window. View Business Share Details

In this task, you will display the worklist for business shares and view the details for a business share. 1. Display the Business Share worklist for means of transport TM_FB53 for the year 2013. a) In SAP TM, in the NetWeaver Business Client, choose Planning —* Worklist —>Overview Planning. b) Choose the active query Business Shares and refresh the query c) Choose Show Quick Criteria Maintenance if the Quick Criteria Maintenance is not already displayed.




d) Search for business shares for means of transport TM_FB53 for 2013 by entering tm _ f b 53 in the Means of Transport field, and a range of 01.01.2013 - 31.12.2013 in the Validity Start Time field. e) Choose Apply. f) Choose Hide Quick Criteria Maintenance . 2. Display a particular business share for 2013 for means of transport TM_FB53. a) In the worklist table, select the row for a period of your choice. b) Choose Display. 3. List each carrier and respective target business share. CAR00-01: 50.0 CAR00-02: 50.0 4. What steps would allow you to display or change multiple business share records within the same screen?

From the worklist, select the rows you want to view or change, then click Display or E dit. The next screen will show all the business shares selected in the worklist. If you are in Edit mode, you can update the carrier targets, penalties, tolerances, recalculate the booked quantity, and insert carriers.________________________________________________________________ 5. Review that the current (actual) share is displayed when freight orders are subcontracted to the carrier during the selected timeframe. 6. Review that penalty costs can be maintained separately for shortfall and exceeding the target share. These costs will be considered when building the carrier ranking list. 7. Review that negative and positive tolerances can be defined separately to define a corridor around the target share in which no penalty costs will be applied.




LESSON SUMMARY






Unit 1 Lesson 5 Improving Carrier Utilization

LESSON OVERVIEW

In this lesson, you will improve carrier utilization with continuous moves. LESSON OBJECTIVES



Continuous Moves Continuous move scenarios can identify opportunities to avoid empty runs or utilize capacity more effectively. As part of automatic carrier selection, the system tries to combine freight orders by forming continuous moves. The aim is to reduce the costs of subcontracting by assigning additional freight orders to the same carrier. If the carrier is providing a special discount for continuous move or round-trip move, the discount percentage can be maintained at carrier level in the lane. Optimizer will pick this additional discount during carrier selection for the continuous move or round-trip lane. The system takes into account continuous moves during automatic carrier selection only.

Simple Move

F re ig h t O r d e r 1


Carrier 1


Round Trip

Carrier 1


Figure 19: SAP TM Carrier Selection: Continuous Move - Scenario Overview

As part of the automatic carrier selection, the system tries to combine freight order by forming continuous moves. A continuous move is when the transportation service provider (TSP) agrees to take on a completely new shipment straight after the completion of a freight order. The aim is to reduce the costs of the by assigning additional freight orders to a carrier. For Any SAP / IBM / Oracle - Materials Purchase Visit : www.erpexams.com OR Contact Via Email Directly At : [email protected]

0



Types of Continuous Moves

The following types of continuous move are available: •

Simple continuous move The carrier accepts one or more additional business documents and, after executing the first business document, directly executes the following business documents one after the other.

•

Round trip A round trip is a simple continuous move for which the source location of the first business document and the destination location of the second business document are identical. A round trip can only consist of exactly two business documents, the system cannot take into account complex round trips where multiple source locations (pickup) or destination locations (delivery) are served.

The system can combine two or more business documents in a continuous move if the following conditions are met: •

The relevant carrier is available for both business documents.

•

The arrival date/time of the first business document lies in the departure window of the second business document.

•

The departure date/time of the second business document lies in the arrival window of the first business document.

Furthermore, the distance between the destination location of the first business document and the source location of the second business document must not exceed the smaller maximum distance that you have defined for the carrier in the transportation lanes. Cost Calculation for Continuous Moves

The system first determines the costs per business document (for example, freight order). Here it considers the strategy and origin of the carrier costs that you defined in the carrier selection settings. The system then determines the discount per business document. When doing so, it takes into account the settings that you have made in the transportation lane for the carrier and the means of transport. The system deducts this discount from the costs determined previously for each business document. If you specified in the carrier selection settings that the system is to perform a recalculation of costs from charge management for continuous moves, the system considers the discounts for continuous moves for the business documents from charge management in the recalculation, however, only for the carriers that offer continuous moves. The system saves the result in the ranking list. LESSON SUMMARY

You should now be able to:• •





Learning Assessment

1. Which of the following statements about carrier selection are correct? Choose the correct answers. | A Carrier selection based on business share means that a fixed percentage of business is allocation to a certain carrier. B Carrier selection based on transportation allocations is maintained on the transportation lane level. | C Carrier selection based on transportation allocations means that there is either a minimum or maximum restriction that regulates how much business you do with a certain carrier in a certain region for a certain means of transport. D Available carriers are defined in the transportation lane. 2. Which of the following factors influence carrier selection? Choose the correct answers. I A Master data B Planning profile | C Lane Settings D Freight order type E Incompatibilities 3. Incompatibilities between order and carrier, or customer and carrier, can also be maintained in the carrier selection settings. Determine whether this statement is true or false. | True False


0



4. When defining transportation allocations, a trade lane can be specified. Determine whether this statement is true or false. | True False 5. Based on what you have learned about business share in transportation planning, which of the following statements is true? Choose the correct answer. | A Business share is an in-built mechanism in SAP TM for ensuring all carriers in a region have sufficient business. B Business share buckets provide a means of numerous shippers pooling together to create merged (shared) freight orders. C Business share settings define the percentage of business to be allocated to various carriers. Costs are incurred for non-adherence and the system takes these into account during optimization. D A company may have working formalised relationships with a number of carriers. Business share allocation ensures that all carriers receive the same amouont of business from the comapany. 6. What are the aims of continuous moves? Choose the correct answers. | A To reduce the costs of the freight order. B To utilize capacity more effectively. C To reduce the costs of subcontracting. D To ensure the lowest-cost carrier is always assigned.




Learning Assessment - Answers

1. Which of the following statements about carrier selection are correct? Choose the correct answers. [x ] A Carrier selection based on business share means that a fixed percentage of business is allocation to a certain carrier. B Carrier selection based on transportation allocations is maintained on the transportation lane level. [~xj C Carrier selection based on transportation allocations means that there is either a minimum or maximum restriction that regulates how much business you do with a certain carrier in a certain region for a certain means of transport. [x ] D Available carriers are defined in the transportation lane.

2. Which of the following factors influence carrier selection? Choose the correct answers. [x~| A Master data [x ] B Planning profile [x ] C Lane Settings D Freight order type [x ] E Incompatibilities

3. Incompatibilities between order and carrier, or customer and carrier, can also be maintained in the carrier selection settings. Determine whether this statement is true or false. [x ] True False


0



4. When defining transportation allocations, a trade lane can be specified. Determine whether this statement is true or false. [x ] True False

5. Based on what you have learned about business share in transportation planning, which of the following statements is true? Choose the correct answer. | A Business share is an in-built mechanism in SAP TM for ensuring all carriers in a region have sufficient business. B Business share buckets provide a means of numerous shippers pooling together to create merged (shared) freight orders.

|~xj

C Business share settings define the percentage of business to be allocated to various carriers. Costs are incurred for non-adherence and the system takes these into account during optimization. D A company may have working formalised relationships with a number of carriers. Business share allocation ensures that all carriers receive the same amouont of business from the comapany.

6. What are the aims of continuous moves? Choose the correct answers.

|~xj A To reduce the costs of the freight order. |~xj

B To utilize capacity more effectively.

|~xj C To reduce the costs of subcontracting. D To ensure the lowest-cost carrier is always assigned.




Lesson 1 Explaining the Tendering Process Exercise 5: Tender a Freight Order

60 67

Lesson 2 Configuring the Tendering Plan

75

Exercise 6: Create a Tendering Profile

81

Identifying the Tendering Collaboration Scenarios

90

Lesson 3

UNIT OBJECTIVES

•

Explain tendering types

•

Explain the tendering process in SAP TM

•

Tender a freight order

•

Configure the settings to enable order tendering

•

Determine communication methods with carriers

•

Collaborate using the SAP TM collaboration portal


0



Explaining the Tendering Process

LESSON OVERVIEW

In this lesson, you will tender a freight order using different tendering processes. LESSON OBJECTIVES



•


•


Order Tendering

l Figure 20: Subcontracting: Tendering - Context Process Flow

Once carrier selection has taken place, communication with the selected carrier needs to be initiated. This process is referred to as order tendering. Different tendering processes can be deployed depending upon the technology used by the carrier. You use this process to tender (offer) a freight order to one or more potential transportation service providers (TSPs). Tendering is a bidding process, in which you request one or multiple TSPs to submit a quote for a transportation service that is defined in a freight order. You can select the TSP that you want to execute the transportation service by evaluating the quotes. The main characteristics of the tendering process are flexible configuration and the reduction of required manual interaction to support ease of use and lower total cost of ownership (TCO).




Order Tendering Process E x a m p le P r o c e s s : T e n d e r in g

A

w F r e ig h t O rd e r

. A

- ^

■ ^

C a r r ie r S e le c t io n

F r e ig h t O r d e r T e n d e r in g

C a r r ie r Q u o t a t io n

■

■

■

R a n k in g List

R e q u e s t for Q u o ta tio n (R F Q ) c re a tio n & p u b lis h in g

. A

F r e ig h t Q u o t a t io n E v a lu a t io n & C a r r ie r A s s ig n m e n t

RFQ a c c e p ta n c e / ■ rejec tio n with q u o ta tio n ■ (F Q )

A u to m a tic a lly or m a n u a lly

F r e ig h t O rd e r U p d a te , & S e n d in g to C a r r ie r

E m b e d d e d a n a ly tic s fo r d e c is io n s u p p o rt

Figure 21: Order Tendering Process

The figure Order Tendering Process shows an example of the freight order tendering process. Tendering Types In general, there are two types of tendering, as follows: Long-term tendering is where contracts are negotiated for a longer period, for example, a year. Long term tendering is a process that is covered in Strategic Freight Management, which we will look at in the Managing Freight Contracts lesson. Short term tendering is where tendering is executed based on specific orders. This is known as order tendering. SAP TM supports the following short term tendering scenarios: •

Peer-to-Peer Tendering

•

Broadcast Tendering

The strategies for each are determined in tendering profiles in SAP TM. Parties and Roles in the Tendering Process

At least two parties are involved in the tendering process - a customer who wants to subcontract a transportation service that is defined in a freight order, and a supplier (subcontractor) or TSP, who potentially carries out the transportation service. There are two roles on the customer side of the tendering process. The first is a transportation dispatcher, who is responsible for the transportation service, that is, the freight order. The second is the tendering manager, who is responsible for configuring and executing the tendering process and acquiring an acceptable quote from a TSP to perform the transportation service. Manual and Automatic Tendering

When a transportation dispatcher initiates the tendering process, they have two options: manual process configuration or automatic tendering. If they want to tender only a single freight order, the transportation dispatcher can choose between the two options. If they initiate a tendering process using manual configuration, the tendering manager must configure and start the tendering process manually. If the transportation dispatcher wants to tender more than one freight order, they must initiate automatic tendering and use the automatic tendering configuration in the system.




Peer-to-Peer Tendering

1.

C a r r ie r A B C 2.

RFQ

C a r r ie r X Y Z 3.

C a rrie r 1 2 3

F re ig h t 4.

O rd e r

C a r r ie r D E F 5.

C a r r ie r 7 8 9

Sequential Processing S»ep/Carr -•

S te p l

Tendering Type

Tendering Process

Peer-to-Peer Tendering - Response Required

Freight RFQ Based, A w ard Automatically

▼

▼

Freight RFQ Based, A w ard Manually Freight RFQ Based, A w ard A utom atical

Figure 22: Peer to Peer Tendering

Peer-to-peer tendering is a process whereby freight orders are tendered sequentially or “offered" to preselected carriers or transportation service providers (TSPs). Peer-to-peer tendering involves the sequential sending of freight requests for quotation (freight RFQs) to each proposed carrier. The system waits until the carrier sends a freight quotation (FQ) or until the maximum response time has passed. If the TSP does not send a quote within the maximum response time, the peer-to-peer tendering process continues, and the system sends a request for quote to the next TSP. If peer-to-peer tendering ends without an acceptable quote, the tendering process continues with the next tendering process step that you have configured. If the TSP sends a quote before the maximum response time has elapsed, the system evaluates the quote and can either accept or reject it. In the case of rejection, a new RFQ is sent out. The process continues until at least one acceptable FQ has been received. The system awards this a Quotation Acceptable evaluation result and the process ends successfully. There are two types of peer-topeer tendering: response required and no response required. Broadcast Tendering

Broadcast tendering is a tender process whereby freight orders are simultaneously tendered (offered) to preselected TSPs. All TSPs have to respond within a given maximum response time. There are two types of broadcast tendering: best offer and first acceptable offer. Depending on which one of these is being used, either the first acceptable quote wins or, after the maximum response time, the system evaluates all the acceptable quotes and selects the TSP that has submitted the quote with the lowest price. If broadcast tendering ends without an acceptable quote, the tendering process continues with the next tendering process step that you have configured.




First Come, First Served

r

S le p £ a r r ..

T e n d er n g T y p e

»

B ro a d c a s t T en d erin g - B e s t O tte r

S te p l

T ender r ig P r o c e s s »

FreigW RFQ B a s e d , A w a rd A utom atically

▼

Freight RFQ B a s e d , A w a rd M an u a ly Freight RFQ B a s e d , A w a rd A u to m a tic a l D r e c t T en d erin g , S e n d F reight O rd e r D rectly

Figure 23: Broadcast Tendering

Tender Types Available in SAP TM

•

P eer-to- Peer Tendering - Response Required: If a Carrier does not respond in a given amount of time, it is automatically considered a rejection.

•

P eer-to- Peer Tendering - No Response Required: If a Carrier does not respond in a given amount of time, it is automatically considered an acceptance.

•

Broadcast Tendering - Best Offer: Out of all responses within the given timeframe, the best offer (that is, lowest) is accepted.

•

Broadcast Tendering - First Acceptable Offer: The first response is accepted

A typical setup is a two-step tendering process. The first step is enabled for Peer-to-Peer Tendering with a max response time of 30 minutes per carrier. If no response is received from any of the carriers then the second step is started. The second step is broadcast tendering, where all carriers will receive the tender request and the tender will be awarded to the carrier who responds first or offers the best price. RFQ-Based Tendering Process Available Tendering Processes

The following tendering processes are available, based on the settings maintained in the tendering profile: •

RFQ-based, award manually

•

RFQ-based, award automatically

•

Direct tendering, send freight order directly




Ordering Party (customer)

C arrier (su p p lier)

C arrier (supp lier)

Tendering M an ag er

1 (1 ) Starts tendering process for freight order (2 ) C onfigures tendering process (3 ) Pub lishes tendering Forw arding RFQ*

(4 ) View s and accepts RFQ

Freight R F Q *

Forw arding

;4) V iew s and

RFQ*

accepts RFQ

Forw arding

(5 ) S ub m its

Forw arding

Freight Q uotation

Quotation

(5 ) S ub m its quotation

Freigh t Q uotation

Q uotation

(6 ) E valuates freight quotations

quotation

(7 ) A w ards m ost acceptable freight quotation (-> C arrier 1)

Forw arding

Freight R F Q *

RFQ*

C ancellation

C ancellation

(8 ) U p d a te s freight order based on winning freight quotation (9 ) S e n d s freight order

!

Forw arding O rd e r

Freight O rder

(1 0 ) P lans on forwarding order

*RFQ: Request for Quotation Figure 24: Process: RFQ-based Tendering

This process is common in European regions where you send an RFQ to the carrier, and the carrier then quotes their price for the tender in the form of a freight quotation. You either accept or reject the freight quote manually or automatically, based on the parameters set in the tendering profile. Acceptance is then sent to the awarded carrier.




Direct Tendering Process O rdering Party (custom er)



Tendering M anager

(1 ) S tarts tendering process for freight order (F O ) (2 ) C onfigures tendering process (3 ) P ublishes tendering Forw arding Freight O rd e r

(4 ) V iew s and accepts

O rd e r

order

Forw arding O rd e r

Freight O rder O rder Confirm ation Freigh t O rd e r C onfirm ation

(5 ) S ub m its confirm ation, can plan on

(6 ) E valuates F O confirm ations

accepts order

Forw arding Freigh t O rd e r C onfirm ation

4 ) View s and

order

Forw arding O rd e r C onfirm ation

(7 ) A w ards m ost acceptable F O confirm ation (-> C arrier 1) Freight O rd e r C ancellation

;5) S u b m its confirmation, can plan on order

Forw arding O rd e r C ancellation

Figure 25: Process: Direct Tendering

You can use a direct tendering process to send a freight order (FO) directly to a specified carrier without creating a freight RFQ. Carriers can confirm or reject the FOs. If a carrier does not respond within a certain period of time, the tender can be considered as accepted automatically. If required, confirmation can be sent as an e-mail to the confirmed carrier. Direct and RFQ tendering are separate tendering processes, but can be combined if required. Facilitated Discussion: Carrier Tendering Criteria Freight Order Tendering A tendering process starts if you or the system determine more than one possible carrier. This tendering process can use a mixture of different modes of tendering (peer-to-peer or broadcast tendering). You can define a timeout in the system, so that it either tenders the freight order to another carrier or switches from one tendering type to the next. The tendering process results in one carrier being selected to execute the freight order. Carriers can accept or decline these freight RFQs and change data, such as the price, when they return the freight quotations. You can then automatically accept the tendering and send the freight order back to the awarded carrier.







Unit 2 Exercise 5 Tender a Freight Order

Business Example

A large consumer electronics manufacturer has a core carrier program in place. Dedicated carriers handle most of the freight. As part of the SAP TM implementation, the logistics transportation manager would like to be able to tender the freight to core carriers first. During December, in case the core carriers are unable to meet the demands, the plan is to broadcast the freight to other carriers. Note that, in this exercise, when the values include ##, replace the characters with the number assigned to you by your instructor. 1. In SAP ERP, create a sales order using the following data: Field

Value

Order Type

ZTOO

Sales Organization

3000


10

Division

00

Sold-To Party

TM_CUST_0 0

PO Number

TM300-GRP##-2.1

Material

PRODTM-OO

Order Quantity

300

2. Plan the OTR using the following profiles: Field

Value

Planning Profile

GRP##-NA-FU-PLAN-PROF


Standard Layout


Standard Layout

Description

Planning without carrier selection

3. Create a ranking list with the following data:


0



Table 1: Carrier Ranking tab, for peer-to-peer tendering relevance Field

Value

Carrier

CARO 0-01

Table 2: Carrier Ranking tab, for broadcast tendering relevance Field

Values

Carrier

CAR00-02

Carrier

CAR00-03

Carrier

CARO 0-04

4. Perform tendering using the TM120_00_TEND_PROFILE. 5. Perform "Reject / Accept RFQ". Reject the first tender (peer to peer) due to no time . Accept the tendering broadcast for all carriers. 6. In the SAP TM system, the RFQ is awarded. Note the carrier that was selected.

Note: The tendering responses are evaluated by a background report that runs every 5 minutes on this system. Therefore, it might take up to 5 minutes for your freight order to be updated. Please keep refreshing the freight order until you see the described results.




Unit 2 Solution 5 Tender a Freight Order

Business Example

A large consumer electronics manufacturer has a core carrier program in place. Dedicated carriers handle most of the freight. As part of the SAP TM implementation, the logistics transportation manager would like to be able to tender the freight to core carriers first. During December, in case the core carriers are unable to meet the demands, the plan is to broadcast the freight to other carriers. Note that, in this exercise, when the values include ##, replace the characters with the number assigned to you by your instructor. 1. In SAP ERP, create a sales order using the following data: Field

Value

Order Type

ZTOO

Sales Organization

3000


10

Division

00

Sold-To Party

TM_CUST_0 0

PO Number

TM300-GRP##-2.1

Material

PRODTM-OO

Order Quantity

300

a) In SAP ERP, on the Easy Access screen, in the Command field, enter transaction v a o i and choose Enter. b) In the Create Sales Order: Initial Screen , enter the following data: Field

Value

Order Type

ZT00

Sales Organization

3000


10

Division

00


0



c) Choose Enter. d) In the Create TMIOO Standard Order: Overview screen, enter the following information: Field

Value

Sold-To Party

TM_CUST_0 0

PO Number

TM300-GRP##-2.1

e) In the All items table, enter the following information: Field

Value

Material

PRODTM-OO

Order Quantity

300

f) Choose Save and note the sales order number. 2. Plan the OTR using the following profiles: Field

Value

Planning Profile

GRP##-NA-FU-PLAN-PROF


Standard Layout


Standard Layout

Description

Planning without carrier selection

a) In SAP TM, in the NetWeaver Business Client, choose ERP Logistics Integration —► Overview Transportation Requirements. b) Select the OTR based on the sales order that you created in step 1. c) Choose Start Transportation Cockpit. d) On the Transportation Cockpit: Profile and Layout Sets screen, check for a row with the same profiles and layout settings as in the table. If it exists, already, skip to step (h). If the Profile and Layout Sets screen is not displayed, choose Change Profile Selection —► Profile Selection Screen. e) If the profile row does not yet exist as shown in the table, choose New. f) Enter the data in the table. g) Choose Save. h) Select the row corresponding to the entries in the table and choose Continue. i) In the Freight Unit screen area, select the freight unit. j) Choose Optimizer Planning —► Selected Entries with All Resources.




k) In the Freight Orders/Freight Bookings screen area, select the freight order that has just been created. l)

Choose Accept.

m) Choose Save. 3. Create a ranking list with the following data: Table 1: Carrier Ranking tab, for peer-to-peer tendering relevance Field

Value

Carrier

CARO 0-01

Table 2: Carrier Ranking tab, for broadcast tendering relevance Field

Values

Carrier

CAR00-02

Carrier

CAR00-03

Carrier

CARO 0-04

a) In the Transportation Cockpit, in the Freight Order/Freight Booking screen area, open the freight order. b) Choose the Subcontracting tab and choose Edit. c) In the Subcontracting Data screen area, choose the Carrier Ranking tab. d) To insert the carrier for peer-to-peer tendering, choose Insert Carrier. e) For carrier CAR00-01, for peer-to-peer relevance, select the Peer-to-Peer Tendering Relevance checkbox.

Note: Ensure the Broadcast Tendering Relevance checkbox is not selected.

f) To insert the carriers for broadcast tendering, choose Insert Carrier. g) For carriers, CAR00-02, CAR00-03 and CAR00-04, for broadcast relevance, select the Broadcast Tendering Relevance checkbox. Note: Ensure the Peer-to-Peer Tendering Relevance checkbox is not selected.

h) Save and choose Edit. 4. Perform tendering using the TM120_00_TEND_PROFILE. For Any SAP / IBM / Oracle - Materials Purchase Visit : www.erpexams.com OR Contact Via Email Directly At : [email protected]



a) Choose Subcontracting -> Automatic Tendering. b) In the Tendering dialog box, enter t m Choose OK.

i 2 0 _ 0 0 _ t e n d _ p r o f il e

in the Tendering Profile field.

c) On the Subcontracting tab, choose the Tendering Overview tab and review the two tendering steps that have been created. d) Save your entries. Note: An RFQ for your freight order has been created. Make a note of your RFQ number:______________________

A

Caution: Leave the freight order screen open. You need it in the next exercise step.

5. Perform “ Reject / Accept RFQ” . Reject the first tender (peer to peer) due to no time . Accept the tendering broadcast for all carriers. a) In NWBC for SAP TM, on the Freight Order Management tab, choose Road -> Overview Tendering. b) In the Active Queries screen area, for Freight RFQs , choose Open and refresh the query. c) Now reject the RFQ for Carrier 01. Select the row of your Freight RFQ. Choose Create Freight Quotation -> Reject (no time). d) In the Reject Request for Quotation dialog box, choose O K . e) In the freight order, choose Refresh. On the Subcontracting tab, choose the Tendering Overview tab. The new status in the tendering plan is Closed for the RFQ for Carrier 01. Step 2 of your tendering plan has been started automatically. Note: The tendering responses are evaluated by a background report that runs every 5 minutes on this system. Therefore, it might take up to 5 minutes for your freight order to be updated. Please keep refreshing the freight order until you see the described results.

f) Three new RFQs are now shown. You can see them by expanding the first column. Make note of the new RFQ numbers.

A

Caution: Leave the freight order screen open. You need it in the next exercise step.




g) To accept the broadcast tendering for Carriers 02 - 04, go back to the Overview Tendering worklist. h) In the Active Queries screen area, for Freight RFQs , choose Open . i) Choose Refresh. j) Select the three newly shown RFQs (for carriers CAR00-02, CAR00-03, CAR00-04). k) Choose Create Freight Quotation —>Accept. l)

In the Accept without Changes dialog box, choose O K.

6. In the SAP TM system, the RFQ is awarded. Note the carrier that was selected.

Note: The tendering responses are evaluated by a background report that runs every 5 minutes on this system. Therefore, it might take up to 5 minutes for your freight order to be updated. Please keep refreshing the freight order until you see the described results. a) Go to the freight order. On the Subcontracting tab, choose the Tendering Overview tab. b) Choose Refresh. Note the carrier that was awarded the tender and assigned to the freight order.




LESSON SUMMARY



•


•





Unit 2 Lesson 2 Configuring the Tendering Plan

LESSON OVERVIEW

In this lesson, you will configure the settings to enable order tendering. LESSON OBJECTIVES



Configuration Settings for Tendering General Settings for Tendering are Determined Based on the Freight Order Type Ciabg Stiuetcre vwrtty S e ttn ji - tjJOl - Vtototty Se*lrg» • Q f P - Bjua-'m fr • 0 0 3 - e-tr4 «ne 9 * ; Coni

t o i 20_oo_ oi

• O w - ftccw Sfffmjs • Cam C onrnjncjton Sen • CJ05 • Com ■ C307 r e ta il Sf'fnrr.

Dialog Structure • • • *

Q 02 CD03 CD04 CD05 • CD 06 * CD 07

- Rejection Reason Cc - E-mad and SMS Coni • Process Settings - Communication Sett - Camer-Specific Com - Default Settings

02 - Rejection Reason Codes Reason

Descrpton

01

No Equipment avadabte

i02

No Driver avadabte

03

no reason to provide!

HOHE

No Reason to provde

H0_CAP

No capacity avaiabte

H0_TIHE

Not enough time provided

Figure 26: General Settings for Tendering

The standard settings for tendering are defined in the Define General Settings for Tendering Customizing activity. You can also specify the tendering communication and process settings that you can use in the Define Freight Order Types Customizing activity. In Customizing for SAP Transportation Management, choose SAP Transportation Management —>Transportation Management —>Freight Order Management —► Tendering —>Define General Settings for Tendering. In the 01 - Visibility Settings view, you can select the settings that determine the visibility level of a price limit, submitted price, and stop dates in a tendering process. In the 02 - Rejection Reason Codes view, you can define reason code identifiers (IDs) and descriptions to classify the reasons for rejecting freight request for quotations (freight RFQs).


0



In the 03 - E-mail and SMS Content view, you can define the following settings: Documents for Notifications You can specify the names of the documents that the system uses to create e-mails. You can specify separate documents for the e-mail subject field, the e-mail body text, and SMS text content. You can also specify additional information that the system adds to other e-mail body text or SMS text. The system uses the e-mail or SMS type to determine where it adds the additional text. You must define the documents that you use in this view as General text documents in transaction S E 6 1 . Triggering Notifications at Process Events You can specify that the system sends an e-mail or an SMS message to a carrier when an event occurs in the tendering process. Events include sending a freight RFQ to a carrier and awarding a freight quotation (FQ). Bundling Notifications You can schedule the sending of e-mails and SMS messages in a batch report. With this, the contact person for the carrier receives e-mails or SMS messages only when the batch report runs in your system. The e-mails or SMS messages contain information about all the new events that have taken place since the last bundle of e-mails or SMS messages were sent. This means that the carrier does not receive 10 separate e-mails for new freight RFQs, but one e-mail containing the information on all 10 new freight RFQs. Process Settings

In the 04 - Process Settings view, you can specify the following process settings for tendering: For Any SAP / IBM / Oracle - Materials Purchase Visit : www.erpexams.com OR Contact Via Email Directly At : [email protected]



•

Default tendering manager

•

Visibility settings

•

Tendering profile

•

Carrier selection settings

•

Maximum response duration

•

Considering the calling hours of a business partner

You can use the process and communication settings that you define in the Define Freight Order Types Customizing activity to specify the tendering settings for each freight order type. The following are the settings in the freight order type that the system uses to determine the Customizing settings for tendering: •

Default, where the system uses the system default settings

•

Freight order type, where the system uses the type of freight order

•

Conditions, where the system uses the runtime characteristics of a freight order

Communication Settings

In the 05 - Communication Settings view, you can specify the following communication settings for tendering: •

Send alerts to tendering managers whether or not the managers have subscribed to a tendering alert category

•

Use EDI messages to communicate with carriers

•

Send particular types of e-mails to carriers. (Types include e-mails for freight RFQs, FQ cancelations, and FQ awards)•

•

Send freight RFQs as e-mails or SMS messages




Carrier-Specific Communication Settings 06 - Carrier -Specific Communication Oafcg S tructure

Carrier

* CHOI - V e te ty S e ttn g s • C l 02 • R e fe c tc n Reason Codes ■ C l 03 - E mar and SMS C ontent • C l CM - F tocess S e ttn g s • C l 05 • Communication S e ttn g s

tRS-CAR-01

Q

0 6 - Carrier-SOecific C om m uncatcn Settings v C reate EDI Messages V E-mal ter Canceled Tender r g

• Q 06 - Camec-Specific Communication S e ttn g s • CJ07 • D efaiit S e ttn g s

v E-Maf for S e n t F r e tf it RFQs v E-mal fer A ccepted Fre g h t RFQs V E-mal fer R ejected Freight RFQs v C reate Freight RFQ for e ac h Eanal
07 - Default Settings Ciciog Structure - 2 3 o i - v&Cir.y Settngs • 2 3 0 2 - Aejectwn Reason Cedes • 2 3 0 3 - E-mal and SMS C c rtert - C304 ■ faxes* Settngs • 2 3 0 5 - CommuTcaticn S e ttrg s • 2 3 0 6 Cartier Sfccdfc Communicjttcn Settngs • Q 0 7 • Cefadt Settings

07 - Default S e ttro s T ertdeng Process Settngs

„ U T . M . - V . m.

Tender n g Gorrm. Settngs

TK120_rail_anTT1DG5

NuTfcer Rarqe IntervJ for RFQs

foil

v Change CUcumerits fer Tenderng ftulfcv Quotation Evaluation user

VKOTA

Figure 28: Tendering Profile: Carrier Communication and Defaults

In the 06 - Carrier -Specific Communication Settings view, you can define communication settings for a particular carrier that are different from the general communication settings defined in the 05 - Communication Settings view. This includes the following settings: •

Send EDI messages to this carrier and not to other carriers

•

Send particular types of e-mails and SMS messages to this carrier and not to other carriers

In the 07 - Default Settings view, you must specify one default set of process settings and one default set of communication settings for your tendering processes. The system uses these settings if it cannot determine specific settings based on the freight order type. You can also enable the system to create change documents to record the changes you make to the tendering profiles that you edit. Tendering Profiles

The tendering profile contains basic tendering data and is a prerequisite for automatic tendering. You can use a tendering profile when you manually create a tendering plan. Within the profile, you can define multi-step tendering. This allows a company to mix tendering types. For example, you can first use peer-to-peer tendering, and if this is unsuccessful you can use broadcast tendering.




Tendering Profile Details S

t e

p

C

a

r

r

T

e

n

d

e

r

n

g

T

y

p

e

RFQ Updates TAL an.. No Update

Relative Price ▼

MaxmumResp

100%

9959

Carrier-Spedfi

0

V isibity Settings .DEFAULT

No Update Update, Do Not Free Up TAL Upon Rejection Update, Free Up TAL and BS Upon Rejection

Figure 30: Tendering Profile Details

To create a new tendering profile, in SAP TM, in the NetWeaver Business Client, on the Application Administration tab, choose Tendering —> Tendering Profiles —>Create Tendering Profile. The tendering profile is set up according to business requirements. Parts of the Tendering Profile

The following are the main parts of a tendering profile: Tendering step You can specify one or more tendering steps Tendering type The following are the tendering types: •

Peer-to-Peer Tendering — Response Required

•

Peer-to-Peer Tendering — No Response Required

•

Broadcast Tendering — Best Offer

•

Broadcast Tendering — First Acceptable Offer

Tendering process mode The following are the tendering process modes: •

Freight RFQ Based, Award Manually

•

Freight RFQ Based, Award Automatically

•

Direct Tendering, Send Freight Order Directly

Carrier/Carrier Assignment Method




The assignment of a carrier is optional in a tendering profile. When you use a profile to create a new tendering plan, the system can retrieve a carrier according to the carrier assignment strategy. The following are the standard carrier assignment strategies: •

Get Carriers from Ranking List

•

Get Carriers from the Transportation Lane Master Data

•

Get Assigned Carrier from Freight Order

• Assign Carriers Manually Relative price limit You can set a relative price limit for each tendering step. Maximum response duration This is the longest period of time within which a carrier must respond Manual evaluation This requires the tendering manager to manually evaluate each freight quotation (FQ). Carrier-specific freight agreement (FA) Visibility settings




Unit 2 Exercise 6 Create a Tendering Profile

Business Example

A large TV plasma manufacturer has a core carrier program in place. Dedicated carriers handle most of the freight. As part of the SAP TM implementation, the logistics transportation manager would like to be able to tender the freight to core carriers first. During December, in case the core carriers are unable to meet the demands, the plan is to broadcast the freight to other carriers. To do this, you must: 1. In Customizing for SAP TM, create a visibility setting as outlined in Task 1. 2. In SAP TM, in the NetWeaver Business Client, create a 2-step tendering profile as outlined in Task 2. Note that, in this exercise, when the values include ##, replace the characters with the number assigned to you by your instructor. Create a Visibility Setting

Before a tendering profile can be created, you have to create the visibility setting in Customizing. 1. In Customizing for SAP TM, create the visibility settings with the following data: Field

Value

Visibility Settings

TM3 00_# #_VIS

Vis. Stngs Desc.

TM300 Group ## visibility settings

Stop Dates Visib.

Editable, for information only

Price Limit

Not Relevant

Subm. Price Visib

Hidden

Lowest Price

Hidden

Create a 2-Step Tendering Profile

In SAP TM, in the NetWeaver Business Client, create a 2-step tendering profile. Tendering type

Tendering process

Carrier assignment method

Visibility Settings

Freight RFQ-Based, Award Automatically

Get Carriers from Ranking list

TM300_##_VIS

Step 1 Peer-2-Peer Tender ing - Response Re quired


0



Tendering type

Tendering process


Visibility Settings



TM300_##_VIS

Step 2 Broadcast Tendering - First acceptable of fer

1. In SAP TM, in the NetWeaver Business Client, create a new two-step tendering profile, TM300_##_TEND_PROFILE. 2. Enter your data for Step 1 based on the following data: Field

Description

Value

Description

Tendering Type

Determines how ten dering is carried out

Peer-to-Peer Tendering, Re sponse Required

Tender is sent to one carrier and a confir mation is required from this carrier

Tendering Process

Tendering process mode

Freight RFQBased, Award A u tomatically

Carrier

Carrier

Blank

Freight RFQ Se quence Number

Freight RFQ se quence number

Blank

Carrier Assignment Method

Determines how car riers are assigned to the freight order


Carrier-Specific Freight Agreement

Carrier-specific freight agreement

Deselect checkbox

Maximum Response Duration

Maximum time within which the carrier must respond to an RFQ

00:05

—

A ranking list is pro vided from which car riers are selected

The RFQ is confirmed in the freight order when the program that checks the re sponses is executed. If you want to run this report manually, on the SAP Easy Access screen, choose Appli cation Administration -> Background Re ports -> Background Processing of Tender in g .




Field

Description

Visibility Settings

TM3 0 0_# #_VI S Defines the visibility setting for RFQ, that is, whether prices are displayed, whether the carrier can change the prices, and so on

Value

Description

3. Enter your data for Step 2 based on the following data: Field

Description

Value

Description

Tendering Type


Broadcast Ten dering — First Acceptable Offer

Tender is sent to all carriers

Tendering Process



Carrier

Carrier

Blank



Blank






Not selected



00:05






Field

Description

Value

Visibility Settings

Defines the visibility setting for RFQ, that is, whether prices are displayed, whether the carrier can change the prices, and so on

TM3 0 0_# #_VIS

Description




Unit 2 Solution 6 Create a Tendering Profile

Business Example

A large TV plasma manufacturer has a core carrier program in place. Dedicated carriers handle most of the freight. As part of the SAP TM implementation, the logistics transportation manager would like to be able to tender the freight to core carriers first. During December, in case the core carriers are unable to meet the demands, the plan is to broadcast the freight to other carriers. To do this, you must: 1. In Customizing for SAP TM, create a visibility setting as outlined in Task 1. 2. In SAP TM, in the NetWeaver Business Client, create a 2-step tendering profile as outlined in Task 2. Note that, in this exercise, when the values include ##, replace the characters with the number assigned to you by your instructor. Create a Visibility Setting

Before a tendering profile can be created, you have to create the visibility setting in Customizing. 1. In Customizing for SAP TM, create the visibility settings with the following data: Field

Value

Visibility Settings

TM3 00_# #_VIS

Vis. Stngs Desc.

TM300 Group ## visibility settings

Stop Dates Visib.

Editable, for information only

Price Limit

Not Relevant

Subm. Price Visib

Hidden

Lowest Price

Hidden

a) InSAPTM, in Customizing for SAP Transportation Management, choose SAP Transportation Management —*• Transportation Management —>Freight Order Management —*• Tendering —>Define General Settings for Tendering. b) Choose 01 - Visibility Settings. c) To create a new profile, choose New Entries. Enter the data from the table in this step. d) Save your entries and exit Customizing. Create a 2-Step Tendering Profile

In SAP TM, in the NetWeaver Business Client, create a 2-step tendering profile. For Any SAP / IBM / Oracle - Materials Purchase Visit : www.erpexams.com OR Contact Via Email Directly At : [email protected]

0



Tendering type

Tendering process


Visibility Settings



TM300_##_VIS



TM300_##_VIS

Step 1 Peer-2-Peer Tender ing - Response Re quired Step 2 Broadcast Tendering - First acceptable of fer

1. In SAP TM, in the NetWeaver Business Client, create a new two-step tendering profile, TM300_##_TEND_PROFILE. a) In SAP TM, in the NetWeaver Business Client, on the Application Administration tab, choose Tendering —>Tendering Profiles —► Create Tendering Profile. b) In the Tendering Profile field, enter t m 300_##_t e n d _ p r o f i l e . c) In the Tendering Profile Description field, enter TM300 Group ## Tendering Profile. d) Proceed with the next exercise step without saving. 2. Enter your data for Step 1 based on the following data: Field

Description

Value

Description

Tendering Type


Peer-to-Peer Tendering, Re sponse Required

Tender is sent to one carrier and a confir mation is required from this carrier

Tendering Process


Freight RFQBased, Award Au tomatically

Carrier

Carrier

Blank



Blank






Deselect checkbox

—




Field

Description

Value

Description



00:05


Visibility Settings

Defines the visibility TM3 00_# #_VI S setting for RFQ, that is, whether prices are displayed, whether the carrier can change the prices, and so on

a) Choose Insert Step. b) Enter the data provided in the table. c) Proceed with the next exercise step without saving. 3. Enter your data for Step 2 based on the following data: Field

Description

Value

Description

Tendering Type


Broadcast Ten dering — First Acceptable Offer

Tender is sent to all carriers

Tendering Process



Carrier

Carrier

Blank



Blank






Field

Description

Value



Not selected



00:05

Visibility Settings

Defines the visibility setting for RFQ, that is, whether prices are displayed, whether the carrier can change the prices, and so on

TM3 00_# #_VIS

Description


a) Choose Insert Step. b) Enter the data provided in the table. c) Save your entries. d) Exit the function.




LESSON SUMMARY You should now be able to: •





Unit 2 Lesson 3 Identifying the Tendering Collaboration Scenarios

LESSON OVERVIEW In this lesson, you will look at different tendering collaboration scenarios and ways to communicate with carriers. LESSON OBJECTIVES After completing this lesson, you will be able to: •


•


Tendering Communication Methods As part of the tendering process, it is important to review the communication methods that support the tendering scenarios. For carriers who may not be able to support EDI (electronic data interchange) scenarios, SAP has developed a Web-based collaboration portal to improve communication. This requires subcontractors to log on to SAP TM using the Web in order to process a freight order. On a periodic basis, each subcontractor views their RFQs (modeled as tendering requests) and submits quotations (modeled as tendering responses). Each subcontractor is provided with their own user IDs and passwords, as well as the relevant authorization to restrict visibility to only the loads that have been tendered to them. Additional methods are supported, such as receiving RFQs by e-mail and SMS and submitting quotations by e-mail without the need to access an SAP TM system at all. In this case, an RFQ is sent to a carrier by e-mail or SMS message. The carrier responds to the e-mail using a regular email client on a PC or a mobile device. The e-mail is then converted (using PI) into a quotation. Carriers can accept RFQs directly, reject them with a specified reason, or accept them with changes. Mobile tendering using a smartphone app is also supported and allows a mobile device to receive new RFQs, respond to RFQs, and include changes to dates and prices. Users can check addresses and routes on a map, e-mail or phone the contact person, create a calendar entry for awarded tenders, and check other appointments in the calendar.




SAP Transport Tendering

Figure 31: Tendering Communication Methods

Advanced Communication

If a subcontractor is more technically advanced, B2B communication can be used. In this situation, a copy of the freight order is created for the carrier (the tendering manager or system administrator can control what is included in the copy that is visible to the carrier). The copy is persisted in the system to retain what was communicated to the carrier. A freight request for quotation (tendering request) is sent via PI and received as a forwarding quotation in the supplier's SAP TM system. The carrier can accept the order directly or, if the first carrier rejects the order, the freight order will be sent to the next carrier. Finally, a quotation confirmation is sent back to the customer and is converted into a quotation (tendering response) in the customer’s SAP TM system. The Change Controller allows you to react to changes in the FO, for example, by stopping tendering when there are major changes in the FO. Tendering via B2B Messages Shipper (Ordering party/Tendering Manager)

Carrier (supplier)

Freight Order (FO) ■ Root / Subcontracting ■ T en d e rin g

■ InnrinnngStep ■ T en d erin g R eq u est

■ Icndci

® ♦O

Forwarding Quotation Forwarding Order

Technical Service Names 0

0 0

TrartspoilabooO'dcrQootationCeva rcRcpucsf Out fwspoiTaMoReauestOuofaMoCnfafe/iteijuesM': !rar.spotiataoOrdefOuc>
— Tmr:i^xHlnl>r.>nRtrquifslOutilalictnC>tni*‘(kthunRtHjuKrJ_in _

w

Transpof1a>hnRrt]\/cs,0'iotah^nC^nlYm9tinn Out TranspertaKJoOnicrOvJtationConfirmoton In IransportatuxtOraerHepuest Out Trar.sportatooReaucs'Re jocsf tr

D ocum ent reference D ata replication

Figure 32: Connection of RFQ-based Tendering and Forwarding Quotation via B2B Messages

In RFQ-based tendering via business-to-business (B2B) messages, a freight request for quotation (modeled as a “tendering request") is received by the supplier's TM system as a forwarding quotation. For Any SAP / IBM / Oracle - Materials Purchase Visit : www.erpexams.com OR Contact Via Email Directly At : [email protected]



The quotation confirmation is sent back to the customer and is converted into a quotation (“tendering response” ) in the customer’s TM system. Direct Tendering via B2B Messages Ordering party (customer)

Carrier (supplier)

Freight Order (FO) ■ R oot / S ubcontracting fx ■ tendering ■ T uudw iiiyS top ■ ToikJ uuikj x> _ Request ■ T e n d e ririf)— Response

Forwarding Order

©*-

Service Interfaces O

TransportahonOrderRequesLOut

v

Tfu tunjo'latiofiRoQ L'a siRvQ vvut _In Tranaportatm nO rdw C ancellationR equ»sl_O iJt Q T ransporta(ionR equestC anc9llaiionR &quest_ln © Transportatm nReqi/fistConfirm atH>n_Otit © Tran.ttportatnvtOrderC(ynf)rmatr>n_ln

X? Massage

©

0

»

D a le te p h ta lio n

Figure 33: Connection of Direct Tendering and Forwarding Order via B2B Messages

In direct tendering via B2B messages, the freight order is sent directly to the carrier, where is it received as a forwarding order. The carrier can accept the order directly. If the carrier rejects the order, the freight order will be sent to the next carrier. Tendering via Email and SMS Carrier (supplier)

Ordering party (customer) Copy of FO

Freight Order (FO) ■ Root ! Subcontracting ■ tendering ■ Tendering Step ■ TenderingR equest ■ Tendering Response

Email/SM > Email

o

F Finfir CM* Finfb OJk U»l I aiM i VUrkvFt MV [ > » < to :» n tn UlrW i I x n ln NK UlllDai: U OSiDIO00(0(0 IBI t u on* i - u. jiiu uu w w vtI

-

0 *

Send FO after Tendering Email/SMS

— Data replication

^

~ O

Forwarding Order

XI Message

Figure 34: Tendering via E-mail and SMS

In the Tendering via E-mail and SMS scenario, an RFQ (modeled as a "tendering request") is sent to a carrier by e-mail or SMS. The carrier responds to the e-mail using a regular e-mail client on a PC or a mobile device and sends it back to the ordering party. The e-mail is then converted into a quotation (modeled as a "tendering response"). You can define communication settings for a particular carrier that are different from the general communication settings.




Mobile Tendering Freight RFQs can easily be integrated with carriers who cannot implement a complex B2B integration. Mobile tendering allows a mobile device to receive new RFQs, respond to RFQs, and include changes to dates and prices. Users can check addresses and routes on the map, e-mail or phone the contact person, create a calendar entry for awarded tenders, and check other appointments in the calendar.

To Tender with a Mobile App

1. Download the SAP Transport Tendering app from the Apple App Store. 2. Open the app and follow the instructions to complete the installation. To run the app on real data, you need to connect to your company's SAP server by entering the server address. 3. Requests are grouped under four headings, as follows: .

Open

.

Quoted

•

Completed

.

All

4. Choose any of the headings to view details of requests in that category. 5. Use the app as appropriate to accept or reject quotes.




SAP TM Collaboration Portal

•

Main coverage Web-portal for business partner collaboration on transportation and logistics processes / documents • Role-specific views Customers, carriers • Collaboration support Document access, review, planning and processing • Technology HTML5 (SAP UI5)

Figure 36: SAP TM Collaboration Portal

The SAP Transportation Management collaboration portal for carriers (SAP TM Collaboration Portal) supports collaborative business processes. As a carrier working with several shippers that use the SAP TM collaboration portal, you have separate access to each of your shippers. In each case, you can work with one shipper only. The shipper can provide you with access to the following areas in the SAP TM collaboration portal: •

In the Freight Order Management area, you can take part in a tendering process started by a shipper. You can view your shipper's freight requests for quotation, and submit freight quotations to the shipper. You can accept, change, or reject the shipper's freight requests for quotation. You can report planned and unexpected events for a freight order as well as enter quantity deviations.

•

In the Freight Settlement area, you can enter differences in logistical item quantities, charge amounts in a freight order, and create a freight settlement dispute case against the shipper.•

•

In the Freight Agreement Management area, you can respond to your shipper's freight agreement RFQs with your rates for the transportation services.

Note: In this training course we focus on the tendering functionality. Other Collaboration Portal functionalities are covered in other TM training courses. The following browsers are supported: •

Windows




•

-

Internet Explorer 9 and upwards, including IE10

-

Firefox 24 (Firefox Extended Support Release - ESR) and latest version

-

Chrome (latest version)

MAC OS X -

Safari 5.1 and upwards

SAP TM Collaboration Portal - Topics Overview Freight Settlement Freight Agreement Management Freight Freight Agreement Agreement RFQs RFQs 2 1 Submitted Open with Errors Shipper

Freight Forwarder

Self-Billing Disputes For 1 Approval

Self-Billing Disputes 1 Submitted

Self Billing Invoice Submission* Dispute Management*

Strategic Freight Procurement

--------- Strategic Freight Mgmt. & Contract Life-cycle Mgmt. Consignee Capacity & \ Order Mgmt. } Freight \ “ r \ warehouse \ Freight Exec. \ Demand } & Freight Planning / Monitoring / Settlement Planning // Planning -Tracking & Reporting Freight Tendering

Event Notification & Handling

Freight Order Management Freight Tendering Freight Tendering Event Handling Freight Freight RFQs Freight quotations Orders for Execution 3 2 1 Pending Open Open

Carriers

Roadmap topics for future release

Figure 37: SAP TM Collaboration Portal - Topics Overview

The main benefits of the SAP TM Collaboration Portal are: •

Small and mid-size carriers do not need to have SAP TM installed

•

Full browser based solution means that carrier even does not need to have access to shipper’s network (that is connection via VPN, and so on)

•

All common browsers are supported (Internet Explorer 9, Mozilla Firefox, Safari, Google Chrome)

•

Carrier does not have to install anything, but just log in into the collaboration portal with the access (login and password) provided by the shipper as SAP TM collaboration portal owner/ host•

•

Carrier can see only request for quotations (RFQ) assigned to it and his transmitted quotations




•

User settings in the portal are stored and available after re-logon to increase the usability of the portal by the carrier

As a carrier, you enter the SAP Transportation Management collaboration portal through the Home screen. This screen displays a worklist with the key performance indicators (KPIs) for the available areas in the form of tiles. From the tiles, you can navigate to the individual areas to continue your work. You can see only the areas that are relevant for you. The following KPIs are available for Freight Order Management: •

Open freight RFQs: the number of freight RFQs to which you can respond with a freight quotation

•

Pending freight quotations: the number of freight quotations that you have submitted to the shipper and for which a decision about the award is pending

•

Open freight orders for execution: the number of open freight orders for which you still have to report at least one event

SAP TM Collaboration Portal - Process Overview Shipper/Freight

Carriers

Forwarder

Freight Order Mgmt. • - --------------

Q.

< CO

Freight Settlement • - --------------

Freight Request for Quotation processing Freight Quotation overview Event notification and handling Self billing charge verification Invoice submission* Dispute management*

Freight Agreement Mgmt. • - -------------- - • Request for Freight Agreement processing Mobile Device View

co > "0 u o 3 . 0)

Desktop View

Figure 38: SAP TM Collaboration Portal - Process Overview

As a carrier, you can display the freight requests for quotation (RFQs) that you have received from a shipper. You can also display the freight quotations that you submitted to your shipper for a specific freight RFQ. If you do not make any changes you can accept one or more freight RFQs. If you make changes you can accept only one freight RFQ. You can reject one or more freight RFQs and provide a reason for rejection. Furthermore, you can display the details about the tendered freight order, such as item details, location information, and business partner. For Any SAP / IBM / Oracle - Materials Purchase Visit : www.erpexams.com OR Contact Via Email Directly At : [email protected]



The business process of tendering in the Freight Order Management area in the SAP Transportation Management collaboration portal corresponds to the tendering process in the standard SAP TM system. Technical Architecture of the SAP TM Collaboration Portal In all views there is a quick filter functionality to activate pre defined filters

The most screens contain two views for each area: • Detail view (expandable detail information area from list) • Table view (information in table format)

i r

The Settings define Time zone Unit of Measure for Distances Map Display Number of Displayed Documents

P Open the help text for the visited area

To expand a row for more details, the triangle at the left side of the row can be clicked

The link opens the object from the list

A right-click on the column header brings further actions, like e.g. sort (in tables also filter and column display)

Figure 39: Freight Requests for Quotation (RFQs)

On the Freight Requests for Quotation screen, you can view all freight requests for quotation that you have received from a specific shipper. You can display open and closed freight RFQs. From the toolbar, you can apply the quick filter to filter freight RFQs by their status (open, closed, all). In the table view, you can apply a filter to those fields that support the filter function by entering a filter value in accordance with the SAP UI5 standard. You can show or hide individual columns and change their sequence by using drag and drop. You can find freight RFQs using the search field in the toolbar. The system returns all freight RFQs that contain the search term in a field (fuzzy search) irrespective of whether the field is shown or hidden. If a field can be sorted, you can display the contents of the individual columns in ascending or descending order.




RFQs Details J% tr ’
SAPTrMsponatenHMagwwmcolabwaiMpoiU Otmo HOME

FREIGHT ORDER MANAGEMENT

Freight Request! for Quotation

Accept t)

Re.ed

\

Fretjit Quotations

CMchHIHr Opw C i» «

Stilus

B«

FREIGHT SETTLEMENT

Fre«jM RFC

5«fO»

0

FREK-HT AGREEMENT MANAGEMENT

Freight Orcefs for EiecuBon

ve»

= R llp :n « T n t *

6CC0004M72

Search Source localor

D*tln»cn .K iton

cm am

•ittm O M .Ix Wirehpuse &

3flKW/i FeWSrtrffIM

JrK d Stales

N u i c e r s f S le p t

Fetiwr, 3 2014 541PM ES"

Onunc Cared* B rsm ss Partners

Fre»;M Order «OM004f6T29K Freest RFC Status Closed Resporc 3< P n s i n t 20D03USO Corttd Person Thorratiklv !' 0014*2201 W99M-4
latest (r wjW Quotiton *»*d S tars Rtjtded QuolHon Response RFC) Re.edrt Re.edon Reason

Stilt CaMiTme Fetnar> 3.2014 541PMEST ErdDatfiTme Fetnars 5.2014 1141PWEST

SipperC3MSteer C:ns
GroSSW**Cht 4.CCOCOKG Gross Volume Veans of Transport Heaw Load T u3 Oanperous Goods ho □stance 51000 KII

Last R etail Jul 31 2014 10:41:39 W

Number of Doojmerts 7

A j Sfflmjj s u o tssliy updated TOV2DM H 4131 AM

Figure 40: RFQs Details

On the Freight Requests for Quotation screen, you have the following options: •

You can accept one or more freight RFQs at the same time.

•

You can reject one or more freight RFQs at the same time and specify a reason for rejection.

•

You can accept a freight RFQ with changes.

•

You can view the stop sequence and the tendering details (cargo information, locations, and business partners).

•

You can display the source location and destination location of a freight RFQ on a map.

•

You can view the lowest suggested price submitted by another carrier.

•

You can export the content of a freight RFQ from the table view to a Microsoft Excel file.




Accept RFQ with Changes

SAP TrrapofM taM M |N M atcaM o>M oa port*-Dm>

, TRANSPORT DETAILS Freight RFQ

Stop S equence His* Cargo lltms

64000001203 sropHum:«t u cjlon FREIGHT RfQOCTAJLS rieglrO'DK 6iCC0M*2C3999 RMpsnOB, SepttmPirT 2314 R419AMCET

I

CcntKl P a w E- Mrs Jan* R :■*<*. Kan

Coss vour* per tocaton

0 3 »« f 19 2314 1TUPWEST

Gross Volume

CNatmiuM*

LOMSlftlOt Proposal -n ^ C n rg esrlf Ym

O»0*r 19 2014 1019PMEST

Cargo Nem

PrtctLnlt 2.70013u se

I

Gross WtigN per icctton

CPM Cnemj:as 547 Jcres Rfl J4CXS0N.1LEFL 32205

3

16.90 W

In

Quantity

1600113

CtmemoUijcano Ro N aas 24 UCttTERREY NuesO L« 64102

CdoOer29 2 0 u B19PNCST

0 3 ::* 29 2314 919PVCST

Siau: Open Lo...

i?

CcntaaBr»«n 00190*207222334Prcn* 528

Cargo Hem

Grots Weight

Cala-n suliais

Gross Volume

Quantity

16 00 M3

Acc*pc slig h t RFQ M00OM110) »tth

LATEST FREIGHT QUOTATION amts Stilus

E stum d -# ir: PwOng

ftK* =ir» rrt

Ouctaden RFC *cc«pe»
Ostancc 2.19200 KM BUSNESS PARTNERS

II®

2.78)13

U»

v

Stop t K u m S*f> Htmtoi

Maws dTranspon True* tor ^larM us Gooes Dangerous t o e s ym

J.TIttJ

2

LocMon

Arapubk Si»i CuioTI**

MttfOUt Enl DmkTbi*

CPU CFcrnaM J tt Jams Ra AOSCMUE fl 32214 JV W»aic Re i t * 2i V0MTERREYHue.; L*S4I02

— --------------

li

feqwmd Suit DuwTen*

fcqwsud End CttfcTtne feqt*md O utline

211

MM ca n 2114*

Q E F3T

M i). 2)1*

E

WMPV

ET

itte ni ti.DPli

fst

M 2) ;:n

E

CcJS 211* Q gaa m

0E

8D PU

CST

nip* 91? PV

v

V I

B

cst

cst

— i.nri nn h- iii ■ -

\

c*,:* J * a * p l | *:ap. »tr. Ciangti | R*i»d | C

Figure 41: Accept RFQ with Changes

The stop sequence view enables you to see which cargo items were loaded and unloaded at each stop. For each stop in the stop sequence, you can view the expected arrival and departure times, as well as the gross weight and volume of the truck once the loading or unloading operation has been completed at a specific location. You can also view the weight, volume, quantity, and dimensions for each separate cargo item, and see whether the item is classified as dangerous goods. You can also see whether each cargo item is to be loaded or unloaded at the specific location. On the Freight Requests for Quotation screen, the table view and detail view show the calculated gross weight and volume for the entire freight order. You can view the calculated quantity in the table view only. When your shipper sends a freight request for quotation (RFQ), you can accept it without making any changes, accept it with changes, or reject it. Accepting Freight RFQ W ithout Changes

If you are in agreement with the freight RFQ, you can accept it without making any changes. Accepting Freight RFQ with Changes

Depending on the tendering settings, you can use the following functions: •

If you want to accept a freight RFQ with changes, you can change the price and dates. You can suggest your own price in relation to the price limit of the shipper. You can change both the




amount and the currency. Your suggested price appears on the freight quotation as the submitted price. •

You can overwrite dates (start and end date) requested by the shipper. These appear on the freight quotation as the submitted dates. Acceptable dates are fixed limits defined by the shipper and are used to delimit the requested dates. You cannot change the acceptable dates.

Rejecting a Freight RFQ

•

If you reject a freight RFQ, you can specify a rejection reason.

•

If you reject several freight RFQs at the same time, each one is assigned the same rejection reason.

Freight Quotations SAP Transportation Unagm ent cotaboraaon portal Demo

HOME

FREIGHT ORDER MANAGEMENT

Fregfit Requests fcr Quotation

SwaSttpt

SflOftSijC'ttxdDaU

Freight RFQ

trBceTruar

-REKSHT SETTLEMENT

Freight Quotations

*

Quotation Seq...

Eton

0

Freight OnJefs (or Executor

QuoFitcr

Freight Order

Ptfldno Re|KWl1 ^

Awirfed Award St.

Quotation Re...

3100CON021

1

!10DC00:O21?99

5302503)364

1

53039003364599

590X0230'7

1

59O0M2SQ*7599

35O0C0OXJT2

1

0506*00007399

500CC04M72

1

M0X04H72S99

MT&OM'Ot

1

597M003104599

& 6 & & 6 &

510904527*9599

X

&

3100045271$ ^

ScUgi

FREIGHT AGREEMENT MANAGEMENT

X X X X

'.it*

£

Streft

|= |

Rejection Reason

Pike Limit

Requtsied an* moom ico shot

"*} cacao* *ata:tt *r»:e is net sc:«cU:i«

Precis not *x tfto :it

33O0COOH62

F tg riR f)

5400C001203

Price Limi...

Lowest Pr...

Lowest Pr...

__ Cl] Submitted...

2*000

USD

23500

USO

37000

USD

34500

USO

930 X

USO

140)0)

6100)

1100 00

USD

2.70013

USD

20000

USD

52000

USD

61000

USO

67500

USD

03030

USO

S o tf ttu a f tM

C u ru to ils a k n

CPM SM

h:tano

2350)

r>:

520X01)034 3200001)034 S»tDj»Hn« Jjn? 23 157A1IEST

FratTICfOer S97MN1MM9 Im yr
SHWirC^SlHl Contt^m roMtid Sk c ik he

EMD«Tinit Jjr*25 2015 0J7 All CST

“su.mtSMOJUSC “ratoiil 6130)1150 CoUKPtfStn « | t DivnuMKr ! 001i122)199»9r4?a

IrsispMt telifc.

SmstVtptOM00KC liepltCuMiOx tents *»ud9at* «micm Ojditco Antonie RFQaomcssc

Num&sf otDoojmeits

1

9tO*MMPnai 6190) USO SiCnuor CUtoTrr* j n l 1216/0 CET

boss '/Mine if Tryscut "iuc> :jn;«04S Coo* so Cisli-a 1.397 00 KU

OxMtn SK»HIK» MmMr 1

w Stops

Sto» SutmttedOjti

Figure 42: Freight Quotations

You can display all of the freight quotations that you have sent to a shipper. If you want to display information about a specific freight quotation in the detail view, you must select a single row. If you have accepted a freight RFQ with changes, your suggested price is shown on the freight quotation as the submitted price. On the Freight Request for Quotation screen, the system always displays the information from the freight RFQ most recently submitted. You can display the source location and destination location of a freight quotation on a map. You can view the lowest suggested price submitted by another carrier. You can export the content of a freight quotation from the table view to a Microsoft Excel file. Facilitated Discussion: SAP TM Collaboration Criteria List the ways your organization can use the different collaboration methods during tendering. For Any SAP / IBM / Oracle - Materials Purchase Visit : www.erpexams.com OR Contact Via Email Directly At : [email protected]



LESSON SUMMARY



•








Unit 2

Learning Assessment

1. Broadcast tendering refers to a process whereby all quotations received (in response to an RFQ) are broadcast to all carriers in an effort to improve transparency. Determine whether this statement is true or false. | True False 2. During the tendering process, a shipper sends a freight order directly to a specific carrier without creating a freight RFQ. What tendering process is the shipper using? Choose the correct answer. | A Direct tendering B Broadcast tendering | C Best offer tendering D First response tendering 3. Which of the following statements about freight order tendering are correct? Choose the correct answers. | A During the tendering process, only one tendering mode can be used. B During the tendering process, carriers can update prices when the return freight quotations. | C The tendering process results in one carrier being selected to execute the freight order. D The tendering process starts if you or the system determine more than one possible carrier.


0



4. In the standard settings for tendering, which settings control the information from a freight RFQ that can be seen and edited by a carrier? Choose the correct answer. | A Visibility Settings B Carrier -Specific Communication Settings C E-mail and SMS Content Setting D E-mail and SMS Content Setting 5. When does the system use the settings defined in the Default Settings view? Choose the correct answer. | A When the system cannot determine a freight order type specific settings. B When the system is performing automatic tendering. C When carrier does not have its own SAP TM system. D When the system receives a freight RFQ rejection from a carrier. 6. A carrier does not have an SAP Transportation Management (SAP TM) system. What tendering scenario can be used between the carrier and the shipper? Choose the correct answer. | A Tendering via E-mail B Tendering via SMS C Tendering via B2B messages D Tendering via Collaboration Portal 7. To use the Collaboration Portal, a carrier must have SAP TM installed. Determine whether this statement is true or false. | True False




Unit 2

Learning Assessment - Answers

1. Broadcast tendering refers to a process whereby all quotations received (in response to an RFQ) are broadcast to all carriers in an effort to improve transparency. Determine whether this statement is true or false. | True \x \ False

2. During the tendering process, a shipper sends a freight order directly to a specific carrier without creating a freight RFQ. What tendering process is the shipper using? Choose the correct answer.

|~x]

A Direct tendering B Broadcast tendering

| C Best offer tendering D First response tendering

3. Which of the following statements about freight order tendering are correct? Choose the correct answers. | A During the tendering process, only one tendering mode can be used. |~X~| B During the tendering process, carriers can update prices when the return freight quotations. |~X~| C The tendering process results in one carrier being selected to execute the freight order. |~X~| D The tendering process starts if you or the system determine more than one possible carrier.


0



4. In the standard settings for tendering, which settings control the information from a freight RFQ that can be seen and edited by a carrier? Choose the correct answer.

|~xj

A Visibility Settings B Carrier -Specific Communication Settings C E-mail and SMS Content Setting D E-mail and SMS Content Setting

5. When does the system use the settings defined in the Default Settings view? Choose the correct answer.

|~xj

A When the system cannot determine a freight order type specific settings. B When the system is performing automatic tendering. C When carrier does not have its own SAP TM system. D When the system receives a freight RFQ rejection from a carrier.

6. A carrier does not have an SAP Transportation Management (SAP TM) system. What tendering scenario can be used between the carrier and the shipper? Choose the correct answer. | A Tendering via E-mail B Tendering via SMS C Tendering via B2B messages

|~xj

D Tendering via Collaboration Portal

7. To use the Collaboration Portal, a carrier must have SAP TM installed. Determine whether this statement is true or false. | True \x \ False



TM300 - Subcontracting in SAP.pdf

Recommend Documents