TM and Event Management
Content
Visibility in Transportation Management with SAP Event Management
SAP Business Transformation Services October 2011 internal
Disclaimer
The information in this presentation is confidential and proprietary to SAP and may not be disclosed without the permission of SAP. This presentation is not subject to your license agreement or any other service or subscription agreement with SAP. SAP has no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation and SAP's strategy and possible future developments, products and/or platforms directions and functionality are all subject to change and may be changed by SAP at any time for any reason without notice. The information on this document is not a commitment, promise or legal obligation to deliver any material, code or functionality. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. This document is for informational purposes and may not be incorporated into a contract. SAP assumes no responsibility for errors or omissions in this document, except if such damages were caused by SAP intentionally or grossly negligent. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forwardlooking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.
© 2011 SAP AG. All rights reserved.
2
AGENDA
1. 2. 3.
Overview of SAP TM 8.0 Scenarios SAP EM Visibility Processes for Tracking of SAP TM Scenarios Implementation of TM-EM Visibility Processes
• • • Prerequisites and Basics Configuration Required for all Scenarios Scenario Specific Configuration
4.
Enhancing the Standard Visibility Processes – Retail Customer Example
SAP Transportation Management Scenarios
Predefined, Best Practice Transportation Scenarios with SAP TM 8.0
Scenario Overview
Integrated, end-to-end transportation scenarios Predefined, best practice processes & configuration
Scenarios Covered
Domestic Inbound Transportation International Inbound Logistics Domestic Outbound Transportation International Outbound Transportation Outsourced Transportation
Scenario Deliverables (in Solution Manager)
Scenario Description Scenario & Process Component List Configuration Guide (incl. Scenario Master Data)
Customer / Partner Benefits
Reduced implementation time, effort and cost Efficient, lower cost operations
© 2011 SAP AG. All rights reserved.
4
Domestic Inbound Transportation
Inbound shipment processing for purchased goods from domestic suppliers – with integrated shipper transportation planning and logistics service provider execution
Vendor 1
(Plant Hamm, DE)
Vendor 1
(Plant Lippstadt, DE)
Consignee 1
Multi pick-up
Vendor 2
(Plant Dortmund,DE)
(Plant Dingolfing, DE)
Main carriage with multi-drop
Vendor 1
(Plant Lüdenscheid, DE)
Direct main carriage
Vendor 2
(Sindelfingen, DE)
Consignee 1
(Plant Munich, DE)
Land-based main carriage via truck with multi-pick for full truck load transportation and multi-drop delivery to consignee plants Direct, land-based transportation via truck from supplier to consignee plants
© 2011 SAP AG. All rights reserved.
Inbound delivery
Inbound delivery
5
Domestic Inbound Transportation
Scenario & Process Details
Material Planner
Transportation Planner
Transportation Service Provider / Carrier
Warehouse Manager
Transportation Charge Clerk
Purchase Order Processing
Purchase order creation
(in SAP ERP) Vendor determination via purchasing contracts Goods supplier deviating from vendor
Transportation Requirement Processing
Order-based transportation requirement creation
(in SAP TM) Automatically created based on purchase order
Freight Planning & Carrier Selection
Manual / automated transportation planning
Optimizer planning (Multi-pick, multidrop scheduling & routing) Freight order creation Automatic carrier selection and assignment based on transportation lanes
Freight Execution & Monitoring
Event message reporting
(in SAP EM) Loading / unloading of freight order freight units Arrival & departure confirmation Unplanned event tracking & alerting
Inbound processing
Advanced Shipping Notification (ASN)
(in SAP ERP) Receipt of ASN from supplier, processed as inbound delivery SAP TM update for transportation request triggering
Freight Settlement
Transportation Charge Calculation
According to freight agreements Haulage charges dependent on weight & distance
Freight unit creation
Automatically created according to building rules
Supplier Freight Invoice Request (SFIR) processing
Create & transfer freight settlement document to SAP ERP
Delivery-based transportation requirement creation
Automatically created based on later inbound delivery Plan / actual update
© 2011 SAP AG. All rights reserved.
Goods receipt processing
Document sending
Focus of EM Proof of delivery (POD) visibility processes sending to
vendor
Posting to stock
Freight settlement (in SAP ERP)
Carrier invoice entry Invoice verification & payment Evaluated Receipt Settlement (ERS)
6
International Inbound Logistics
International, intermodal transportation management for purchased goods from overseas vendors with integrated purchase order, transportation and invoice management
Vendor 1 (Mainland China) Consignee (Ludwigshafen, Germany)
Port-ofLoading (Shanghai, China) Main Carriage Pre-carriage
Port-ofDischarge (Hamburg, Germany) On-carriage
Vendor 2 (Mainland China)
Packing of purchased material in container
Direct pre-carriage via truck from vendors to port-of-loading
Main carriage via scheduled vessel from China to Germany
On-carriage via scheduled train from Hamburg to Ludwigshafen
Inbound delivery
© 2011 SAP AG. All rights reserved.
7
Domestic Outbound Transportation
North America – Scenario & Process Details Domestic outbound transportation management with automatic planning optimization and carrier selection, as well as tendering, dispatching, and freight settlement
Truckload Planning
Consignee 17 (Provo, UT, USA)
Less-than-Truckload Planning
Consignee 07 (Evansville, IN USA)
Consignee 08 (Louisville, KY USA)
Consignee 09 (Carrolton, KY USA)
Shipper Plant Warehouse/ Distribution Center (Chicago, IL, USA)
Intermodal Planning
Consignee 10 (Los Angeles, CA USA)
Packing of material in boxes. Material grouping & staging per trip.
Truckload shipment direct to customer Multi-drop transportation to customers via LTL carrier Truck transportation railhead Rail transportation to nearest destination railhead Truck transportation to customer
8
to local © 2011 SAP AG. All rights reserved.
International Outbound Transportation
Full Container Transportation - from forwarding order processing, ocean carrier booking, freight planning, execution & tracking to order settlement
Shipper (Newark, USA)
Shipper Warehouse (Transp. Division) (Newark, USA) Port-ofLoading (Newark, USA) Drop-off carriage Main Carriage
Port-ofDischarge (Rotterdam, Holland) Consignee (Düsseldorf,Germany)
Final delivery
Material packing at shipper location in 3 containers (20 foot standard dry containers) and delivery to the transportation division’s warehouse
Drop-off carriage via fixed trucking company to port-ofloading
Main carriage ocean transportation via ocean liner (Free On Board (FOB)) using pre-booked freight capacity
Final delivery via truck from port-of-destination and delivery to consignee
Goods delivery at consignee (with proof of delivery)
© 2011 SAP AG. All rights reserved.
9
Outsourced Transportation
Outsourced transportation process management - with shipper transportation planning and 3rd party shipment execution and event monitoring
Shipper Plant (Chicago,USA)
Carriage Customer (Bellevue, USA)
Packing of sold material in boxes
Full truck load transportation via 3rd party carrier to customer location
Delivery to Customer
© 2011 SAP AG. All rights reserved.
10
AGENDA
1. 2. 3.
Overview of SAP TM 8.0 Scenarios SAP EM Visibility Processes for Tracking of SAP TM Scenarios Implementation of TM-EM Visibility Processes
• • • Prerequisites and Basics Configuration Required for all Scenarios Scenario Specific Configuration
4.
Enhancing the Standard Visibility Processes – Retail Customer Example
Visibility Processes for Transportation Management
Pain Points • Transportation operations is an area in which transparency is crucial, especially in those cases where lengthy transportation times have to be considered, like for example when shipping overseas. To ensure customer satisfaction, it is more than ever important to keep full control of what is going on, although parts of the business process may run outside your company's realm, managed by an advanced external Transportation Management system.
Solution Details • Visibility Processes for Transportation Management offer preconfigured, out-of-the box content for transportation operations, supporting you in tracking relevant activities in- and outside your company walls. You can monitor different processes and business documents, like freight units and freight orders. Depending on your role, you can chose different layouts for the user interface such as shipper and consignee, which results in a comprehensive and easy to understand view on transportation operations.
© 2011 SAP AG. All rights reserved.
12
Mapping of TM Scenarios to EM Visibility Processes
TM 8.0 Scenarios International Inbound Logistics Domestic Outbound Transportation International Outbound Transportation Outsourced Transportation General TM-EM Visibility Process (Only different settings in TM on freight unit, freight order or booking order level)
Domestic Inbound Transportation
Additonal EM settings (exemplary for all scenarios)
© 2011 SAP AG. All rights reserved.
13
SAP EM Visibility Process for TM
Tracked Objects and Events
FREIGHT UNIT
Scheduled
Loading Begin
Loading Unloading Unloading Departure Arrival End Begin End
Damage
Arrival
Unloading Unloading Begin End
1
2
3
4
5
6
7
8
9
10
11
FREIGHT ORDER, BOOKING ORDER
Loading Begin
Loading Proof of Clear Departure End Pickup Customs
Arrival
Delay
Unloading Proof of End Delivery
1
2
3
4
5
6
7
8
9
Legend:
= expected event
= unexpected event
© 2011 SAP AG. All rights reserved.
Internal
14
SAP EM Visibility Process for TM
Tracked Objects and Events
Event Handler Type Event Freight Unit (ODT20_FU) Scheduled Loading Begin Loading End Departure Arrival at Destination Unloading Begin Unloading End Freight Order, Freight Booking (ODT20_TO) Loading Begin Loading End Proof of Pickup Departure Clear customs Arrival at Destination Unloading Begin Unloading End Proof of Delivery Expected Events Event Code SCHEDULED LOAD_BEGIN LOAD_END DEPARTURE ARRIV_DEST UNLOAD_BEGIN UNLOAD_END LOAD_BEGIN LOAD_END POPU DEPARTURE CLEAR_CUSTOMS ARRIV_DEST UNLOAD_BEGIN UNLOAD_END POD Delay Cancel Block for Execution DELAYED CANCEL BLOCK_FOR_EXEC Unexpected Events Event Code DAMAGE DELAYED_FU CANCEL BLOCK_FOR_EXEC
Event Damage
Delay Freight Unit Cancel Block for Execution
Unblock for Execution UNBLOCK_FOR_EXEC
Unblock for Execution UNBLOCK_FOR_EXEC
© 2011 SAP AG. All rights reserved.
15
SAP EM Visibility Process for TM
Parameters and Statuses
System Parameters: • Consignee (Internal) • Destination Location (External) • Destination Location (Internal) • Ordering Party (Internal) • Requested Delivery Date • Requested Pick-Up Date • Sales Organization • Shipper (Internal) • Source Location (External) • Source Location (Internal) • Transportation Order Category • Transportation Order ID • Transportation Order Root Key • Transportation Service Provider
Control and Info Parameters: • Assigned Freight Units • Booking Order ID • Capacity Check Block • Consignee • Customer Return ID • Customs Block • Customer Order ID • Dangerous Goods Block Set • Delayed Event • Delivery ID • Estimated Delay Date • Estimated Delay Time • Estimated Delay Timezone • Freight Order ID • …
Statuses: • Transportation Status • Delivery Status • Block Status
Comprehensive set of parameters and statuses included in visibility process.
© 2011 SAP AG. All rights reserved.
16
SAP EM Visibility Process for TM
Rule Sets
EM rule sets for freight order / booking order and freight unit: • If event code = xyz • Set status in EM • Send data to TM (activity = TM_MAINTAIN_EXEC_INF) • If event code = CANCEL • Deactivate event handler • If event code = DELAY • Send data to TM (including estimated new expected date and time of the next expected event) • Create Alert
TM follow-up actions: In TM the execution status of the freight order, booking order or freight unit is updated according to the event that has been sent to TM from EM. For example, when the last expected event is reported from EM, the system sets the status of the corresponding freight orders to ‘executed’. The update within TM is done via a so-called ‘determination logic’ in BOPF.
© 2011 SAP AG. All rights reserved.
17
Tracking Information is Available Seamlessly in SAP TM from Event Management
© 2011 SAP AG. All rights reserved.
18
Tracking Information is Available Seamlessly in SAP TM from Event Management
© 2011 SAP AG. All rights reserved.
19
AGENDA
1. 2. 3.
Overview of SAP TM 8.0 Scenarios SAP EM Visibility Processes for Tracking of SAP TM Scenarios Implementation of TM-EM Visibility Processes
• • • Prerequisites and Basics Configuration Required for all Scenarios Scenario Specific Configuration
4.
Enhancing the Standard Visibility Processes – Retail Customer Example
Prerequisites
Required applications, releases and business function
The following applications and releases are required: • SAP TM 8.0 • SAP enhancement package 1 for SAP Event Management 7.0 with Support Package 3 In EM you must activate the business function SCM_EM_TMCONTENT01 • Go to transaction code: SFW5 • Activate the business function
© 2011 SAP AG. All rights reserved.
21
Basics
TM Architecture – Business Object Processing Framework
Business Object Model A Business Object is a representation of a type of uniquely identifiable business entities described by a structural model and an internal process model (e.g. a freight order). TM 8.0 BO model consists of two main business objects:
• •
“Transportation Request” (TRQ) “Transportation Order” (TOR) All tracked objects (freight unit, freight order and booking order) use the same business object TOR in TM.
Nodes: A Node is a semantically related set of attributes of a business object. Nodes can be used to define and structure your business object. The most relevant nodes for EM are: • ROOT • STOP • ITEM_TR • EXECUTIONINFORMATION
© 2011 SAP AG. All rights reserved.
22
Basics
TM Architecture – Business Object Processing Framework
BOPF TEST UI (transaction /BOBF/TEST_UI)
Expected event data is read from EM
© 2011 SAP AG. All rights reserved.
23
Basics
TM Architecture – Business Object Processing Framework
The communication to EM is triggered via the Post Processing Framework in Output Management of TM. The Post Processing Frameworks triggers: • External communication such as printouts, faxes, and e-mails with a print preview option • Alerts • Workflow • Business-to-business (B2B) and application-to-application (A2A) communication • BI data upload • Events to an Event Management system on the basis of decisions or in response to business events
© 2011 SAP AG. All rights reserved.
24
Basics
Three Sets of Event Codes
Events in TM:
Event Types in EM application interface of TM:
Internal Event Codes in EM:
© 2011 SAP AG. All rights reserved.
25
AGENDA
1. 2. 3.
Overview of SAP TM 8.0 Scenarios SAP EM Visibility Processes for Tracking of SAP TM Scenarios Implementation of TM-EM Visibility Processes
• • • Prerequisites and Basics Configuration Required for all Scenarios Scenario Specific Configuration
4.
Enhancing the Standard Visibility Processes – Retail Customer Example
Configuration Required for all Scenarios
•
Customizing in TM: • Setting up connection between TM and EM: maintain the output management adapter • Defining execution relevance on FU-type or FO-type level Customizing in EM application interface: • Standard EM settings Customizing in EM: • Standard EM settings
•
•
For detailed information on the required configuration see „Integration Guide SAP TM with EM“ (link).
© 2011 SAP AG. All rights reserved.
27
Configuration Required for all Scenarios
Setting Up Connection Between SAP TM and SAP Event Management
You use this procedure to enable the communication between TM and EM by maintaining the output management adapter for the business object ‘TOR’. 1. In Customizing for SAP TM, choose Cross-Application Components Processes and Tools for Reusable Objects and Functions for BOPF Environment PPF Adapter Enterprise Applications for Output Management Maintain Output Management Adapter Settings . Choose the dialog structure Direct Output Agents (w/o PPF & w/o History). Select the entry with the following data: • Business object: /SCMTMS/TOR • Node: ROOT • Agent name: SEND_EM_DATA_FROM_TOR Choose Details. Select the Enable checkbox.
2. 3.
4. 5.
© 2011 SAP AG. All rights reserved.
28
Configuration Required for all Scenarios
Settings on Freight Unit, Freight Order, and Booking Order Type Level Define Event Settings in the FO Type
Define Event Settings in the FU Type
© 2011 SAP AG. All rights reserved.
29
AGENDA
1. 2. 3.
Overview of SAP TM 8.0 Scenarios SAP EM Visibility Processes for Tracking of SAP TM Scenarios Implementation of TM-EM Visibility Processes
• • • Prerequisites and Basics Configuration Required for all Scenarios Scenario Specific Configuration
4.
Enhancing the Standard Visibility Processes – Retail Customer Example
Scenario Specific Configuration
Domestic Inbound Transportation
Business Purpose: Demonstrating how to enhance existing visibility processes with additonal events only by configuration and no development effort.
Required Configuration: • Customizing in TM: • Defining events in TM for business documents • Customizing in EM application interface: • non • Customizing in EM: • Defining new internal event codes • Define rule sets • Define new event handler type • Define condition for event handler type (same application object type as other scenarios, different transportation execution organization in TM) • Define new profile for expected events (new DIT internal event codes are being generated from existing standard event codes (e.g. LOAD_BEGIN) • Defining Authorization Profiles • Defining Web Interface Transactions, new configured fields and new user profiles See configuration guide for domestic inbound transportation (link).
© 2011 SAP AG. All rights reserved.
31
Scenario Specific Configuration
Domestic Inbound Transportation
Defining additional Events in TM: • In Customizing for SAP TM, choose Transportation Management Integration Tracking and Tracing of Processes and Documents Define Transportation Activities for Tracking and Tracing • Choose the Event for Business Document view from the structure on the left. • Create the following new entries:
© 2011 SAP AG. All rights reserved.
32
Scenario Specific Configuration
Domestic Inbound Transportation
Defining additional Events in EM: • In Customizing for EM choose Event Handlers and Event Handler Data Codes Define Internal Event Codes and Internal Event Code Groups. • Choose the Internal Event Codes view from the tree structure. • Create the following entries: Codes Event
© 2011 SAP AG. All rights reserved.
33
AGENDA
1. 2. 3.
Overview of SAP TM 8.0 Scenarios SAP EM Visibility Processes for Tracking of SAP TM Scenarios Implementation of TM-EM Visibility Processes
• • • Prerequisites and Basics Configuration Required for all Scenarios Scenario Specific Configuration
4.
Enhancing the Standard Visibility Processes – Retail Customer Example
Enhancing the Standard Visibility Processes
Customer example of a leading German Retailer
Enhancing EM rule set for event DELAY: Automatic calculation of consequences of a delay For which of the customers of a multi-drop tour can the agreed time slot not be met?
Retail Store 4 Retail Store 3
Retail Store 2 Distribution Center Retail Store 1
© 2011 SAP AG. All rights reserved.
The project was delivered as a CDP.
35
Enhancing the Standard Visibility Processes
Customer example of a leading German Retailer
Enhancing rule set for event DELAY: Automatic calculation of consequences of a delay For which of the customers of a multi-drop tour can the agreed time slot not be met?
Next location of the tour Duration of the delay
If the time slot of a specific retail store cannot be met, an alert for the store manager is triggered automatically. The store manager is being informed about the newly calculated time of arrival of the goods at his store.
© 2011 SAP AG. All rights reserved.
The project was delivered as a CDP.
36
© 2011 SAP AG. All rights reserved
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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. The information in this document is proprietary to SAP. No part of this document may be reproduced, copied, or transmitted in any form or for any purpose without the express prior written permission of SAP AG. This document is a preliminary version and not subject to your license agreement or any other agreement with SAP. This document contains only intended strategies, developments, and functionalities of the SAP® product and is not intended to be binding upon SAP to any particular course of business, product strategy, and/or development. Please note that this document is subject to change and may be changed by SAP at any time without notice. SAP assumes no responsibility for errors or omissions in this document. SAP does not warrant the accuracy or completeness of the information, text, graphics, links, or other items contained within this material. This document is provided without a warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. SAP shall have no liability for damages of any kind including without limitation direct, special, indirect, or consequential damages that may result from the use of these materials. This limitation shall not apply in cases of intent or gross negligence. The statutory liability for personal injury and defective products is not affected. SAP has no control over the information that you may access through the use of hot links contained in these materials and does not endorse your use of third-party Web pages nor provide any warranty whatsoever relating to third-party Web pages.
© 2011 SAP AG. All rights reserved.
37
SAP Business Transformation Services October 2011 internal
Disclaimer
The information in this presentation is confidential and proprietary to SAP and may not be disclosed without the permission of SAP. This presentation is not subject to your license agreement or any other service or subscription agreement with SAP. SAP has no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation and SAP's strategy and possible future developments, products and/or platforms directions and functionality are all subject to change and may be changed by SAP at any time for any reason without notice. The information on this document is not a commitment, promise or legal obligation to deliver any material, code or functionality. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. This document is for informational purposes and may not be incorporated into a contract. SAP assumes no responsibility for errors or omissions in this document, except if such damages were caused by SAP intentionally or grossly negligent. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forwardlooking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.
© 2011 SAP AG. All rights reserved.
2
AGENDA
1. 2. 3.
Overview of SAP TM 8.0 Scenarios SAP EM Visibility Processes for Tracking of SAP TM Scenarios Implementation of TM-EM Visibility Processes
• • • Prerequisites and Basics Configuration Required for all Scenarios Scenario Specific Configuration
4.
Enhancing the Standard Visibility Processes – Retail Customer Example
SAP Transportation Management Scenarios
Predefined, Best Practice Transportation Scenarios with SAP TM 8.0
Scenario Overview
Integrated, end-to-end transportation scenarios Predefined, best practice processes & configuration
Scenarios Covered
Domestic Inbound Transportation International Inbound Logistics Domestic Outbound Transportation International Outbound Transportation Outsourced Transportation
Scenario Deliverables (in Solution Manager)
Scenario Description Scenario & Process Component List Configuration Guide (incl. Scenario Master Data)
Customer / Partner Benefits
Reduced implementation time, effort and cost Efficient, lower cost operations
© 2011 SAP AG. All rights reserved.
4
Domestic Inbound Transportation
Inbound shipment processing for purchased goods from domestic suppliers – with integrated shipper transportation planning and logistics service provider execution
Vendor 1
(Plant Hamm, DE)
Vendor 1
(Plant Lippstadt, DE)
Consignee 1
Multi pick-up
Vendor 2
(Plant Dortmund,DE)
(Plant Dingolfing, DE)
Main carriage with multi-drop
Vendor 1
(Plant Lüdenscheid, DE)
Direct main carriage
Vendor 2
(Sindelfingen, DE)
Consignee 1
(Plant Munich, DE)
Land-based main carriage via truck with multi-pick for full truck load transportation and multi-drop delivery to consignee plants Direct, land-based transportation via truck from supplier to consignee plants
© 2011 SAP AG. All rights reserved.
Inbound delivery
Inbound delivery
5
Domestic Inbound Transportation
Scenario & Process Details
Material Planner
Transportation Planner
Transportation Service Provider / Carrier
Warehouse Manager
Transportation Charge Clerk
Purchase Order Processing
Purchase order creation
(in SAP ERP) Vendor determination via purchasing contracts Goods supplier deviating from vendor
Transportation Requirement Processing
Order-based transportation requirement creation
(in SAP TM) Automatically created based on purchase order
Freight Planning & Carrier Selection
Manual / automated transportation planning
Optimizer planning (Multi-pick, multidrop scheduling & routing) Freight order creation Automatic carrier selection and assignment based on transportation lanes
Freight Execution & Monitoring
Event message reporting
(in SAP EM) Loading / unloading of freight order freight units Arrival & departure confirmation Unplanned event tracking & alerting
Inbound processing
Advanced Shipping Notification (ASN)
(in SAP ERP) Receipt of ASN from supplier, processed as inbound delivery SAP TM update for transportation request triggering
Freight Settlement
Transportation Charge Calculation
According to freight agreements Haulage charges dependent on weight & distance
Freight unit creation
Automatically created according to building rules
Supplier Freight Invoice Request (SFIR) processing
Create & transfer freight settlement document to SAP ERP
Delivery-based transportation requirement creation
Automatically created based on later inbound delivery Plan / actual update
© 2011 SAP AG. All rights reserved.
Goods receipt processing
Document sending
Focus of EM Proof of delivery (POD) visibility processes sending to
vendor
Posting to stock
Freight settlement (in SAP ERP)
Carrier invoice entry Invoice verification & payment Evaluated Receipt Settlement (ERS)
6
International Inbound Logistics
International, intermodal transportation management for purchased goods from overseas vendors with integrated purchase order, transportation and invoice management
Vendor 1 (Mainland China) Consignee (Ludwigshafen, Germany)
Port-ofLoading (Shanghai, China) Main Carriage Pre-carriage
Port-ofDischarge (Hamburg, Germany) On-carriage
Vendor 2 (Mainland China)
Packing of purchased material in container
Direct pre-carriage via truck from vendors to port-of-loading
Main carriage via scheduled vessel from China to Germany
On-carriage via scheduled train from Hamburg to Ludwigshafen
Inbound delivery
© 2011 SAP AG. All rights reserved.
7
Domestic Outbound Transportation
North America – Scenario & Process Details Domestic outbound transportation management with automatic planning optimization and carrier selection, as well as tendering, dispatching, and freight settlement
Truckload Planning
Consignee 17 (Provo, UT, USA)
Less-than-Truckload Planning
Consignee 07 (Evansville, IN USA)
Consignee 08 (Louisville, KY USA)
Consignee 09 (Carrolton, KY USA)
Shipper Plant Warehouse/ Distribution Center (Chicago, IL, USA)
Intermodal Planning
Consignee 10 (Los Angeles, CA USA)
Packing of material in boxes. Material grouping & staging per trip.
Truckload shipment direct to customer Multi-drop transportation to customers via LTL carrier Truck transportation railhead Rail transportation to nearest destination railhead Truck transportation to customer
8
to local © 2011 SAP AG. All rights reserved.
International Outbound Transportation
Full Container Transportation - from forwarding order processing, ocean carrier booking, freight planning, execution & tracking to order settlement
Shipper (Newark, USA)
Shipper Warehouse (Transp. Division) (Newark, USA) Port-ofLoading (Newark, USA) Drop-off carriage Main Carriage
Port-ofDischarge (Rotterdam, Holland) Consignee (Düsseldorf,Germany)
Final delivery
Material packing at shipper location in 3 containers (20 foot standard dry containers) and delivery to the transportation division’s warehouse
Drop-off carriage via fixed trucking company to port-ofloading
Main carriage ocean transportation via ocean liner (Free On Board (FOB)) using pre-booked freight capacity
Final delivery via truck from port-of-destination and delivery to consignee
Goods delivery at consignee (with proof of delivery)
© 2011 SAP AG. All rights reserved.
9
Outsourced Transportation
Outsourced transportation process management - with shipper transportation planning and 3rd party shipment execution and event monitoring
Shipper Plant (Chicago,USA)
Carriage Customer (Bellevue, USA)
Packing of sold material in boxes
Full truck load transportation via 3rd party carrier to customer location
Delivery to Customer
© 2011 SAP AG. All rights reserved.
10
AGENDA
1. 2. 3.
Overview of SAP TM 8.0 Scenarios SAP EM Visibility Processes for Tracking of SAP TM Scenarios Implementation of TM-EM Visibility Processes
• • • Prerequisites and Basics Configuration Required for all Scenarios Scenario Specific Configuration
4.
Enhancing the Standard Visibility Processes – Retail Customer Example
Visibility Processes for Transportation Management
Pain Points • Transportation operations is an area in which transparency is crucial, especially in those cases where lengthy transportation times have to be considered, like for example when shipping overseas. To ensure customer satisfaction, it is more than ever important to keep full control of what is going on, although parts of the business process may run outside your company's realm, managed by an advanced external Transportation Management system.
Solution Details • Visibility Processes for Transportation Management offer preconfigured, out-of-the box content for transportation operations, supporting you in tracking relevant activities in- and outside your company walls. You can monitor different processes and business documents, like freight units and freight orders. Depending on your role, you can chose different layouts for the user interface such as shipper and consignee, which results in a comprehensive and easy to understand view on transportation operations.
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Mapping of TM Scenarios to EM Visibility Processes
TM 8.0 Scenarios International Inbound Logistics Domestic Outbound Transportation International Outbound Transportation Outsourced Transportation General TM-EM Visibility Process (Only different settings in TM on freight unit, freight order or booking order level)
Domestic Inbound Transportation
Additonal EM settings (exemplary for all scenarios)
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SAP EM Visibility Process for TM
Tracked Objects and Events
FREIGHT UNIT
Scheduled
Loading Begin
Loading Unloading Unloading Departure Arrival End Begin End
Damage
Arrival
Unloading Unloading Begin End
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FREIGHT ORDER, BOOKING ORDER
Loading Begin
Loading Proof of Clear Departure End Pickup Customs
Arrival
Delay
Unloading Proof of End Delivery
1
2
3
4
5
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7
8
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Legend:
= expected event
= unexpected event
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Internal
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SAP EM Visibility Process for TM
Tracked Objects and Events
Event Handler Type Event Freight Unit (ODT20_FU) Scheduled Loading Begin Loading End Departure Arrival at Destination Unloading Begin Unloading End Freight Order, Freight Booking (ODT20_TO) Loading Begin Loading End Proof of Pickup Departure Clear customs Arrival at Destination Unloading Begin Unloading End Proof of Delivery Expected Events Event Code SCHEDULED LOAD_BEGIN LOAD_END DEPARTURE ARRIV_DEST UNLOAD_BEGIN UNLOAD_END LOAD_BEGIN LOAD_END POPU DEPARTURE CLEAR_CUSTOMS ARRIV_DEST UNLOAD_BEGIN UNLOAD_END POD Delay Cancel Block for Execution DELAYED CANCEL BLOCK_FOR_EXEC Unexpected Events Event Code DAMAGE DELAYED_FU CANCEL BLOCK_FOR_EXEC
Event Damage
Delay Freight Unit Cancel Block for Execution
Unblock for Execution UNBLOCK_FOR_EXEC
Unblock for Execution UNBLOCK_FOR_EXEC
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SAP EM Visibility Process for TM
Parameters and Statuses
System Parameters: • Consignee (Internal) • Destination Location (External) • Destination Location (Internal) • Ordering Party (Internal) • Requested Delivery Date • Requested Pick-Up Date • Sales Organization • Shipper (Internal) • Source Location (External) • Source Location (Internal) • Transportation Order Category • Transportation Order ID • Transportation Order Root Key • Transportation Service Provider
Control and Info Parameters: • Assigned Freight Units • Booking Order ID • Capacity Check Block • Consignee • Customer Return ID • Customs Block • Customer Order ID • Dangerous Goods Block Set • Delayed Event • Delivery ID • Estimated Delay Date • Estimated Delay Time • Estimated Delay Timezone • Freight Order ID • …
Statuses: • Transportation Status • Delivery Status • Block Status
Comprehensive set of parameters and statuses included in visibility process.
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SAP EM Visibility Process for TM
Rule Sets
EM rule sets for freight order / booking order and freight unit: • If event code = xyz • Set status in EM • Send data to TM (activity = TM_MAINTAIN_EXEC_INF) • If event code = CANCEL • Deactivate event handler • If event code = DELAY • Send data to TM (including estimated new expected date and time of the next expected event) • Create Alert
TM follow-up actions: In TM the execution status of the freight order, booking order or freight unit is updated according to the event that has been sent to TM from EM. For example, when the last expected event is reported from EM, the system sets the status of the corresponding freight orders to ‘executed’. The update within TM is done via a so-called ‘determination logic’ in BOPF.
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Tracking Information is Available Seamlessly in SAP TM from Event Management
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Tracking Information is Available Seamlessly in SAP TM from Event Management
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AGENDA
1. 2. 3.
Overview of SAP TM 8.0 Scenarios SAP EM Visibility Processes for Tracking of SAP TM Scenarios Implementation of TM-EM Visibility Processes
• • • Prerequisites and Basics Configuration Required for all Scenarios Scenario Specific Configuration
4.
Enhancing the Standard Visibility Processes – Retail Customer Example
Prerequisites
Required applications, releases and business function
The following applications and releases are required: • SAP TM 8.0 • SAP enhancement package 1 for SAP Event Management 7.0 with Support Package 3 In EM you must activate the business function SCM_EM_TMCONTENT01 • Go to transaction code: SFW5 • Activate the business function
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Basics
TM Architecture – Business Object Processing Framework
Business Object Model A Business Object is a representation of a type of uniquely identifiable business entities described by a structural model and an internal process model (e.g. a freight order). TM 8.0 BO model consists of two main business objects:
• •
“Transportation Request” (TRQ) “Transportation Order” (TOR) All tracked objects (freight unit, freight order and booking order) use the same business object TOR in TM.
Nodes: A Node is a semantically related set of attributes of a business object. Nodes can be used to define and structure your business object. The most relevant nodes for EM are: • ROOT • STOP • ITEM_TR • EXECUTIONINFORMATION
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Basics
TM Architecture – Business Object Processing Framework
BOPF TEST UI (transaction /BOBF/TEST_UI)
Expected event data is read from EM
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Basics
TM Architecture – Business Object Processing Framework
The communication to EM is triggered via the Post Processing Framework in Output Management of TM. The Post Processing Frameworks triggers: • External communication such as printouts, faxes, and e-mails with a print preview option • Alerts • Workflow • Business-to-business (B2B) and application-to-application (A2A) communication • BI data upload • Events to an Event Management system on the basis of decisions or in response to business events
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Basics
Three Sets of Event Codes
Events in TM:
Event Types in EM application interface of TM:
Internal Event Codes in EM:
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AGENDA
1. 2. 3.
Overview of SAP TM 8.0 Scenarios SAP EM Visibility Processes for Tracking of SAP TM Scenarios Implementation of TM-EM Visibility Processes
• • • Prerequisites and Basics Configuration Required for all Scenarios Scenario Specific Configuration
4.
Enhancing the Standard Visibility Processes – Retail Customer Example
Configuration Required for all Scenarios
•
Customizing in TM: • Setting up connection between TM and EM: maintain the output management adapter • Defining execution relevance on FU-type or FO-type level Customizing in EM application interface: • Standard EM settings Customizing in EM: • Standard EM settings
•
•
For detailed information on the required configuration see „Integration Guide SAP TM with EM“ (link).
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Configuration Required for all Scenarios
Setting Up Connection Between SAP TM and SAP Event Management
You use this procedure to enable the communication between TM and EM by maintaining the output management adapter for the business object ‘TOR’. 1. In Customizing for SAP TM, choose Cross-Application Components Processes and Tools for Reusable Objects and Functions for BOPF Environment PPF Adapter Enterprise Applications for Output Management Maintain Output Management Adapter Settings . Choose the dialog structure Direct Output Agents (w/o PPF & w/o History). Select the entry with the following data: • Business object: /SCMTMS/TOR • Node: ROOT • Agent name: SEND_EM_DATA_FROM_TOR Choose Details. Select the Enable checkbox.
2. 3.
4. 5.
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Configuration Required for all Scenarios
Settings on Freight Unit, Freight Order, and Booking Order Type Level Define Event Settings in the FO Type
Define Event Settings in the FU Type
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AGENDA
1. 2. 3.
Overview of SAP TM 8.0 Scenarios SAP EM Visibility Processes for Tracking of SAP TM Scenarios Implementation of TM-EM Visibility Processes
• • • Prerequisites and Basics Configuration Required for all Scenarios Scenario Specific Configuration
4.
Enhancing the Standard Visibility Processes – Retail Customer Example
Scenario Specific Configuration
Domestic Inbound Transportation
Business Purpose: Demonstrating how to enhance existing visibility processes with additonal events only by configuration and no development effort.
Required Configuration: • Customizing in TM: • Defining events in TM for business documents • Customizing in EM application interface: • non • Customizing in EM: • Defining new internal event codes • Define rule sets • Define new event handler type • Define condition for event handler type (same application object type as other scenarios, different transportation execution organization in TM) • Define new profile for expected events (new DIT internal event codes are being generated from existing standard event codes (e.g. LOAD_BEGIN) • Defining Authorization Profiles • Defining Web Interface Transactions, new configured fields and new user profiles See configuration guide for domestic inbound transportation (link).
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Scenario Specific Configuration
Domestic Inbound Transportation
Defining additional Events in TM: • In Customizing for SAP TM, choose Transportation Management Integration Tracking and Tracing of Processes and Documents Define Transportation Activities for Tracking and Tracing • Choose the Event for Business Document view from the structure on the left. • Create the following new entries:
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Scenario Specific Configuration
Domestic Inbound Transportation
Defining additional Events in EM: • In Customizing for EM choose Event Handlers and Event Handler Data Codes Define Internal Event Codes and Internal Event Code Groups. • Choose the Internal Event Codes view from the tree structure. • Create the following entries: Codes Event
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AGENDA
1. 2. 3.
Overview of SAP TM 8.0 Scenarios SAP EM Visibility Processes for Tracking of SAP TM Scenarios Implementation of TM-EM Visibility Processes
• • • Prerequisites and Basics Configuration Required for all Scenarios Scenario Specific Configuration
4.
Enhancing the Standard Visibility Processes – Retail Customer Example
Enhancing the Standard Visibility Processes
Customer example of a leading German Retailer
Enhancing EM rule set for event DELAY: Automatic calculation of consequences of a delay For which of the customers of a multi-drop tour can the agreed time slot not be met?
Retail Store 4 Retail Store 3
Retail Store 2 Distribution Center Retail Store 1
© 2011 SAP AG. All rights reserved.
The project was delivered as a CDP.
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Enhancing the Standard Visibility Processes
Customer example of a leading German Retailer
Enhancing rule set for event DELAY: Automatic calculation of consequences of a delay For which of the customers of a multi-drop tour can the agreed time slot not be met?
Next location of the tour Duration of the delay
If the time slot of a specific retail store cannot be met, an alert for the store manager is triggered automatically. The store manager is being informed about the newly calculated time of arrival of the goods at his store.
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The project was delivered as a CDP.
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