Configuration Guide for Intermodal Rail Freight

Configuration Guide for Intermodal Rail Freight
SAP Transportation Management
Configuration Guide for Intermodal Rail Freight
CUSTOMER
Document Version: 1.0 – December 2013
© SAP AG
1
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Table of Contents
Configuration Guide for Intermodal Rail Freight ........................................................................... 6
1 The Scenario ........................................................................................................................ 7
2 Overview of SAP ERP and SAP TM Master Data ................................................................ 13
3 SAP ERP Master Data: Customers and Vendors................................................................. 14
3.1 Defining Vendor Master Data in SAP ERP .................................................................... 15
3.2 Defining Customer Master Data in SAP ERP ................................................................ 17
3.3 Transferring Master Data from SAP ERP to SAP TM .................................................... 19
4 Application Administration ................................................................................................... 21
4.1 Configuring Carrier Selection Settings .......................................................................... 22
4.2 Configuring Optimizer Settings ..................................................................................... 23
4.3 Configuring Planning Costs Settings ............................................................................. 24
4.4 Configuring Capacity Selection Settings........................................................................ 25
4.5 Defining Selection Profiles ............................................................................................ 26
4.6 Defining Planning Profiles ............................................................................................. 28
4.7 Defining Layouts for the Transportation Cockpit ............................................................ 30
5 Customizing Settings in SAP Transportation Management .................................................. 33
5.1 Defining Freight Unit Types .......................................................................................... 34
5.2 Defining Transportation Unit Types ............................................................................... 36
5.3 Creating Freight Unit Building Rules ............................................................................. 38
5.4 Defining Equipment Groups and Equipment Types ....................................................... 39
5.5 Defining Movement Types ............................................................................................ 42
5.6 Defining Stage Type Sequences for Movement Types .................................................. 43
5.7 Defining Default Agreement Party Roles for Stages ...................................................... 44
5.8 Defining Freight Settlement Document Types ............................................................... 45
5.9 Defining Forwarding Settlement Document Types ......................................................... 46
5.10 Defining Freight Order Types ...................................................................................... 47
6 Order Management ............................................................................................................. 50
6.1 Defining Forwarding Order Types ................................................................................. 51
6.2 Defining Item Types for Forwarding Order Management ............................................... 54
6.3 Assigning Item Types to Forwarding Order Types ......................................................... 55
6.4 Defining Commodity Codes .......................................................................................... 56
7 Creation of Organizational Model ........................................................................................ 57
7.1 Creating Companies ..................................................................................................... 58
7.2 Creating Organizational Structures ............................................................................... 59
8 Setup of Transportation Network ......................................................................................... 61
8.1 Defining Locations ........................................................................................................ 62
8.2 Defining Transshipment Locations ................................................................................ 64
8.3 Defining Means of Transport ......................................................................................... 65
8.4 Defining Transportation Lanes ...................................................................................... 67
8.5 Defining Schedule Types .............................................................................................. 68
8.6 Defining Train Schedules .............................................................................................. 69
8.7 Defining Truck Schedules ............................................................................................. 76
9 Resources .......................................................................................................................... 78
9.1 Defining Vehicle Resources .......................................................................................... 79
10 Setup of Dangerous Goods ............................................................................................... 80
10.1 Defining Dangerous Goods User Interface Profile ....................................................... 81
10.2 Defining Common Settings for Dangerous Goods ....................................................... 84
10.3 Defining Dangerous Goods Profile .............................................................................. 85
10.4 Specifying Business Context....................................................................................... 86
10.5 Defining Segregation Keys ......................................................................................... 87
10.6 Defining Responses.................................................................................................... 88
10.7 Specifying Segregation Rules for Segregation Keys .................................................... 89
10.8 Specifying Number Ranges for Phrases...................................................................... 90
10.9 Specifying Phrase Libraries and Phrase Groups ......................................................... 91
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10.10 Specifying Language Selection ................................................................................. 92
10.11 Editing Dangerous Goods Phrases ........................................................................... 93
10.12 Editing Phrase Sets .................................................................................................. 94
10.13 Activating Phrase Assignment................................................................................... 95
10.14 Editing Phrase Set-Attribute Assignments ................................................................. 96
10.15 Defining Products for Dangerous Goods Master........................................................ 97
10.16 Specifying Validity Area ............................................................................................ 98
10.17 Specifying Dangerous Goods Regulations ................................................................ 99
10.18 Specifying Dangerous Goods Classes and Classification Codes ............................. 100
10.19 Creating Dangerous Goods Master ......................................................................... 101
11 Charge Management ...................................................................................................... 103
11.1 Defining Charge Types ............................................................................................. 104
11.2 Defining Conditions for Rate Table Determination ..................................................... 106
11.3 Defining Transportation Activities for Tracking and Tracing ....................................... 107
11.4 Defining Event Profiles ............................................................................................. 108
12 Rate Tables and Calculation Sheets................................................................................ 110
12.1 Rate Tables .............................................................................................................. 111
12.1.1 Defining Rate Table for Forwarding Agreement with Customer RF-CU-01 .......... 112
12.1.2 Defining Rate Table for Freight Agreement with Carrier RF-CR-BNSF ................ 117
12.1.3 Defining Rate Table for Freight Agreement with Carrier RF-CR-CN .................... 119
12.2 Calculation Sheets.................................................................................................... 121
12.2.1 Defining Calculation Sheet Templates ................................................................ 122
12.2.2 Defining Calculation Sheet for Cross-Town Chicago ........................................... 126
13 Definition of Service Product Catalogs............................................................................. 128
13.1 Defining Service Types ............................................................................................. 129
13.2 Defining Service Product Item Types ........................................................................ 130
13.3 Defining Service Product Catalog Types ................................................................... 132
13.4 Defining Service Product Catalogs ............................................................................ 134
14 Forwarding Agreement.................................................................................................... 136
14.1 Defining Forwarding Agreements for Customers ....................................................... 137
15 Freight Agreement .......................................................................................................... 142
15.1 Defining Freight Agreement Item Types .................................................................... 143
15.2 Defining Freight Agreement Types ............................................................................ 144
15.3 Defining Freight Agreements for Rail Carriers ........................................................... 146
15.4 Defining Freight Agreements for Trucking ................................................................. 149
16 Configuration of Organizational Settings for Charge Management ................................... 151
16.1 Defining Cost Distribution Profiles ............................................................................. 152
16.2 Defining Calculation Profiles ..................................................................................... 153
16.3 Defining Service Date Rules ..................................................................................... 154
16.4 Defining Settlement Group ........................................................................................ 155
16.5 Defining Settlement Rules ........................................................................................ 156
16.6 Defining Settlement Profiles ...................................................................................... 157
16.7 Defining Charges Profiles ......................................................................................... 158
16.8 Assigning Charges Profiles ....................................................................................... 159
© SAP AG
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Configuration Guide for Intermodal Rail Freight
This document explains how you configure an “Intermodal Rail Freight” scenario. Implement this
scenario as described and once you have verified the functions, you can change the data to suit
your own environment and operating conditions.
Change History
Version
Date
Description
1.0
December 2013
Initial version
Important SAP Notes
You must read the following SAP Notes before you start using this test scenario. These SAP
Notes contain the most recent corrections required to test the scenario.
Make sure that you have the current version of each SAP Note, which you can find on SAP
Service Marketplace at http://service.sap.com/notes.
SAP Note Number
Description
1738013
TM: Integration with ERP Enhancement Packages
© SAP AG
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1 The Scenario
This document describes the configuration settings for the “Intermodal Rail Freight” scenario in
SAP Transportation Management (TM).
Some settings in this guide can be copied from the existing SAP ERP configuration. In particular,
you can reuse SAP ERP Customizing settings for the following:

Enterprise structure definition and relevant assignments

Financial accounting

Controlling
In this scenario, you assume the role of Continental Rail, which is running the SAP Transportation
Management system that you are in the process of setting up. All of the settings and data that are
referred to as “internal” in the following document therefore refer to Continental Rail.
A 20-foot container is handed to Continental Rail by the shipper Star Line at the container
terminal in Halterm in Halifax, NS. The container, which contains dangerous goods, is transported
on a scheduled train to Toronto by Continental Rail as per the order placed by the customer. The
order also states that the interchange to Burlington is to take place in the yard in Toronto, ON.
The container continues its journey to Oklahoma City, crossing the U.S. border in Detroit, MI.
Ocean Bond is responsible for transporting the container through the United States. The final
destination of the container is Houston, TX. It is transported to Houston on a scheduled train
operated by Burlington. In Houston, the container is picked up at the yard by the consignee
Hendricks Platforms Inc.
© SAP AG
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Intermodal Rail Freight: Ordered Route
As an alternative, the container can be routed via Chicago, IL. Since congestion on the ordered,
default route is heavy, the container can be transported along the actual route via Chicago.
Continental Rail manages the transport from Toronto, ON to Chicago Heights Yard, and arranges
for the container to be subsequently moved for interchange to Burlington at Chicago IM EX Yard.
For the cross-town transport from Chicago Heights to Chicago IM EX, Continental Railorders a
truck subcontracted to Joe’s Trucking. The container is unloaded from the railcar and loaded onto
the truck. Once transported, it is unloaded from the truck in Chicago IM EX and loaded onto a
railcar. It then continues its journey to its final destination in Houston, TX. In Houston, the
container is picked up at the yard by the consignee Hendricks Platforms Inc.
© SAP AG
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Intermodal Rail Freight: Alternative Route via Chicago, IL
Charges are invoiced based on the ordered route and rule 11. Continental Rail and Burlington
each send an invoice to Star Line for their section of the journey. The charges on each of the
invoices include the respective terminal handling at the source and destination locations.
In addition to the charges for transport and supplemental services, there may be costs incurred
during execution. These event-driven charges will added to the invoices as supplemental
charges.
Business Add-Ins
Business system groups, logical systems, RFC (remote function call) connections, and system
connections used throughout this guide are examples only. Replace these with your own data.
This guide also assumes the use of Business Add-Ins (BAdIs), which add a prefix or suffix to
master data objects transferred from SAP ERP to SAP TM (see SAP Note 458914). The following
table provides an overview of the prefixes and suffixes used in this document:
Business Object
Prefix
Suffix
Customer
CU-
-@ERP001
Plant
PL-
-@ERP001
Shipping Point
SP-
-@ERP001
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Supplier
SU-
-@ERP001
System
None
-@ERP001
For example:

Shipping point name in SAP ERP: 1200

Shipping point name in SAP TM: SP1200@ERP001
If you have not implemented the corresponding BAdI in your system, the names of the objects are
not changed. To add a prefix or suffix to master data objects transferred from SAP ERP to SAP
TM, apply SAP Note 458914 (Consulting note: Sample code for inbound user exit locations).
If you implement this SAP Note, locations for carriers are created with the relevant prefix and
suffix (for example, a location of type 1020 = TSP). However, business partners retain the original
name used in SAP ERP:
Business Object
Prefix/ Suffix for Location
Prefix/ Suffix for Business
Partner
Carrier
CA- / -@ERP001
None / None
For example:

Carrier name in SAP ERP: RF-CR-01

Carrier location name in SAP ERP: CARF-CR-01@ERP001

Carrier name in SAP TM: RF-CR-01
This document uses the system ID ERP001 as an example. Substitute this with your own system
ID.
Prerequisites
Before you begin to configure this scenario, see the following guides in SAP Solution Manager
under SAP Transportation Management Configuration Structures Basic Settings for SAP
TM <release> :

Basic Settings and Integration for ERP

Basic Settings for SAP TM

Integration of Output Management

Basic Settings for Visual Business
Your SAP ERP system must also be configured to run the following processes:

MM: Purchase-to-pay
© SAP AG
o
Purchase order entry
o
Inbound delivery creation
o
Posting goods receipt
10

o
Logistics invoice verification
o
Invoice document creation (ERS settlement)
o
Transfer to accounting
FI/CO
o
Supporting the processes listed above
o
Country-specific legal requirements (such as tax calculation)
If you want to integrate SAP TM with SAP Environmental Health and Safety (EHS) Dangerous
Goods Management (DGP), you must configure your SAP ERP system to run this process:

EHS – DGP
o
Dangerous goods master
o
Dangerous goods checks
o
Dangerous goods documents
User Profile
Before you begin to test this scenario, you must configure user profile TM_INVOICE_CLERK in
your SAP ERP system for your test user. To do so, proceed as follows:
1. In SAP ERP, choose
System
User Profile
Own Data .
2. Choose the Parameters tab page.
3. In the Parameter ID column, enter TM_INVOICE_CLERK.
4. Save your entries.
Geography
The “Intermodal Rail Freight” scenario assumes a transportation network involving two rail
carriers and one road carrier. The cargo is transported from Halilfax, Canada via rail and truck to
Houston, Texas where it will be picked up by the consignee. The following organizational
structures and document types are used by default, and must be changed to customer-specific
organizational structures as required:

Organizational data for the United States
Parameter
Value
Company Code
3000 (BestRun USA Inc.)
Controlling Area
3000 (CO North America)
Purchasing Organization
3000 (Purch. Org. USA)
Sales Organization
3000 (USA Philadelphia)
Distribution Channel
10 (Final Customer Sales)
© SAP AG
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Division
© SAP AG
00 (Cross Division)
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2 Overview of SAP ERP and SAP TM Master Data
The following master data is used in SAP ERP throughout this scenario. For information about
how to create this data, see the following sections.
Master
Data
Type
Name
Descriptio
n
Location
(Country/C
ity)
Assigned
Company
Code
CIF
Required
(SAP ERP
to SAP
TM)
Vendor
Business
Partner
RF-CR-01
Joe’s
Trucking
Inc
US/Edison
US
Yes
Vendor
Business
Partner
RF-CR-CN
Continental
Rail
CA/Montre
al
US
Yes
Vendor
Business
Partner
RF-CRBURL
Burlington
Railway
US/Fort
Worth
US
Yes
Customer
Business
Partner
RF-CU-01
Star Line
Canada Inc
CA/Mississ
auga
US
Yes
Customer
Business
Partner
RF-CU-02
Hendricks
Platforms
Inc
US/Housto
n
US
Yes
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3 SAP ERP Master Data: Customers and Vendors
Once you have defined the master data for customers and vendors, you can transfer it from SAP
ERP to SAP TM. To do so, you must complete the following procedures:

Defining Vendor Master Data in SAP ERP [Page 15]

Defining Customer Master Data in SAP ERP [Page 17]

Transferring Master Data from SAP ERP to SAP TM [Page 19]
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3.1 Defining Vendor Master Data in SAP ERP
In this procedure, you create vendor master data, which is then transferred to SAP TM via CIF.
The corresponding locations with location type 1011 (vendor) are created in SAP TM. In this
scenario, vendors represent carriers.
Procedure
1. On the SAP Easy Access screen for SAP ERP, choose Logistics Materials
Management Purchasing Master Data Vendor Central Create or call
transaction XK01.
2. Create the vendors assigned to purchasing organization 3000 according to the following
table:
Vendor ID
Company Code
Purchasing
Organization
Account Group
RF-CR-01
3000
3000
0005
RF-CR-CN
3000
3000
0005
RF-CR-BURL
3000
3000
0005
3. On the Create Vendor: Address screen, enter the following address data for each vendor:
Vendor
ID
Name
Search
Term
Address
RF-CR01
Joe's Trucking
Inc.
RF
79 Revere Boulevard, Edison, NJ
08820-1908, United States
RF-CRCN
Continental
Rail
RF
935 de La Gauchetière Street West,
Montreal, Quebec, H3B 2M9, Canada
RF-CRBURL
Burlington
Railways
RF
2650 Lou Menk Drive, Fort Worth, TX
76131-2830, United States
4. On the Create Vendor: Accounting Information Accounting screen, enter reconciliation
account 141100 and cash management group A1 for all of the vendors.
5. On the Create Vendor: Payment Transactions Accounting screen, enter payment terms
0002 for all of the vendors.
6. On the Create Vendor: Purchasing Data screen, enter the following data for each vendor:
Vendor ID
RF-CR-01
RF-CR-CN
RF-CR-BURL
Order Currency
USD
CAD
USD
Terms of Payment
0002
0002
0002
Incoterms
Blank
Blank
Blank
Purchase Group
Blank
Blank
Blank
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Planned Delivery
Time
Blank
Blank
Blank
Conf. Control
Blank
Blank
Blank
Shipping Condition
Blank
Blank
Blank
7. Save your entries.
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3.2 Defining Customer Master Data in SAP ERP
Procedure
1. On the SAP Easy Access screen for SAP ERP, choose Logistics Sales and
Distribution Master Data Business Partner Customer Create Complete
choose transaction XD01.
or
2. On the initial screen, enter the data for the customers as shown in the following table:
Customer ID
RF-CU-01
RF-CU-02
Account Group
TM1: TM: Customer
Account Group
TM1: TM: Customer
Account Group
Company Code
3000
3000
Sales Organization
3000
3000
Distribution Channel
10
10
Division
00
00
3. Choose Continue.
4. On the Address tab page, enter the following data:
Customer ID
RF-CU-01
RF-CU-02
Name
Star Line Canada Inc.
Hendricks Platforms
Inc.
Address
2576 Matheson
Boulevard East,
Mississauga, Ontario,
L4W 5A8, Canada
700 Louisiana Street
700, Houston, TX
77002, United States
Time Zone
EST
CST
5. Choose Goto
customers:
Sales Area Data,
and enter the following information for all
Tab Page
Field
Value
Sales
Price Group
01
Cust. pric. proc.
1
Order Combination
Select
Shipping Conditions
01
Tax Classification for all Tax
Codes
0 (Tax Exempt)
Shipping
Billing Documents
© SAP AG
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6. Choose Goto
customers:
Incoterms
Blank
Incoterm Locations
Blank
Terms of Payment
Blank
Company Code Data
and enter the following information for all of the
Tab Page
Field
Value
Account Management
Reconciliation Account
145200
Payment Transactions
Terms of Payment
0001
7. Save your entries.
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3.3 Transferring Master Data from SAP ERP to SAP TM
Procedure
1. On the SAP Easy Access screen for SAP ERP, choose Logistics Central Functions
Supply Chain Planning Interface Core Interface Advanced Planner and Optimizer
Integration Model Create or choose transaction CFM1.
2. Create separate integration models for transferring vendors and customers. Take the
following information into account:
o
Model name: RF-VEND (for vendors)
o
Model name: RF-CUST (for customers)
o
Use the following details for both models:

Use the same logical SAP TM system name (input help is available [F4]),
for example, TM1CLNT001.

Use APO application TM, for example, APO.
o
Prefix your selection with RF* for customers and vendors.
o
In model RF-VEND, make sure that you activate the creation of business partners
in the Vendors section by entering 1 (only create business partners) in the
Create Loc/BP field.
o
In the model RF-CUST, make sure that you activate the creation of business
partners in the Customers section by entering 2 (create both) in the Create
Loc/BP field.
3. Execute the model.
4. Generate the integration model (Generate IM).
5. Save the model.
6. To activate the models, return to the SAP Easy Access screen for SAP ERP and choose
Logistics Central Functions Supply Chain Planning Interface Core Interface
Advanced Planner and Optimizer Integration Model Activate . Alternatively, call
transaction CFM2.
7. Activate the two data models. In SAP ERP, use transaction SMQ1 to verify that all of the
data has been transferred. In SAP TM, use transaction SMQ2 to verify that all of the data
has been transferred.

© SAP AG
You can also create business partners for plants and shipping conditions
automatically by implementing a BAdI. For more information, see SAP Note 1410353.
19
If the same master data is included in more than one model, you can activate only one of
the models at a time. Otherwise, data is not transferred correctly.
© SAP AG
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4 Application Administration
Application administration comprises the following settings and profiles:

Configuring Carrier Selection Settings [Page 22]

Configuring Optimizer Settings [Page 23]

Configuring Planning Cost Settings [Page 24]

Configuring Capacity Selection Settings [Page 25]

Defining Selection Profiles [Page 26]

Defining Planning Profiles [Page 28]
© SAP AG
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4.1 Configuring Carrier Selection Settings
Procedure
1. In SAP NetWeaver Business Client (NWBC), choose Application Administration
Planning Planning Profile Settings Carrier Selection Settings Create Carrier
Selection Settings .
2. Create carrier selection setting RF_CAR_SEL001 using the following data:
Field
Value
Carrier Selection Settings
RF_CAR_SEL001
Description
Rail Carrier Selection
Check Incompatibilities
Select
Parallel Processing Profile
Blank
Type of Carrier Selection Settings
General Carrier Selection
Allocation Usage
Do Not Use Transportation Allocations
BS Usage
Do Not Use Business Shares
Strategy
Costs
Carrier Cost Origin
Use Transportation Lane Settings
3. In Advanced Settings area , enter the following data:
Field
Value
Planning Strategy
TSPS_DEF
Optimizer Runtime
6
Transportation Charge Interpretation
Accept Carrier with Charges of Zero as C. with
Highest Costs
Action After Carrier Selection Run
Assign Best Carrier
Continuous Move Type
Use Transportation Lane Settings
Continuous Move Information
Select
Check Distance and Duration
Select
CM Cost Recalculation for TCM
No Recalculation
4. Save your entries.
© SAP AG
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4.2 Configuring Optimizer Settings
Procedure
1. In SAP NetWeaver Business Client (NWBC), choose Application Administration
Planning Planning Profile Settings Optimizer Settings Create Optimizer Settings .
2. Create optimizer setting RF_OPT001 using the following data:
Field
Value
Optimizer Settings
RF_OPT001
Description
Rail Freight – Optimizer Settings
Planning Strategy
VSR_DEF
FO Building Rule
New Freight Order when Resource is Empty
Accept Transport. Prop.
Save Route and Freight Documents
Planning Strategy for Transport. Prop.
VSR_DEF
Max. Number of Trans Proposals
5
Max. No. of Parallel Processes
1
Maximum Runtime (Seconds)
20
Max. Time Without Improvement (Sec./FU)
10.00000
Rough Planning
Use Rough Planning Where Defined
Consider Capacity During Optimization
Yes
Maximum No of Transshipment Loc
6
3. Save your entries.
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4.3 Configuring Planning Costs Settings
Procedure
1. In SAP NetWeaver Business Client (NWBC), choose Application Administration
Planning Planning Profile Settings Planning Costs Settings Create Planning Costs
Settings .
2. In the General Data screen area, enter planning cost setting RF_PLN_COST001 and the
description Rail Freight – Planning Cost Settings.
3. In the Freight Unit Costs screen area, enter the following data:
Field
Value
Earliness/Delay Cost Basis
Earliness/Delay Costs Defined in Planning
Costs
Costs for Non-Delivery
999,999,999
Costs for Earliness per Day
10
Costs for Lateness per Day
50
4. In the Means-of-Transport Settings area, enter the following data:
Means of Transport
Consider Distance
Costs from Planning
Costs Settings
Consider Distance
Costs from
Transportation Lane
Fixed Costs
RF_TRCK
No
Yes
200
RF-TRAIN
No
No
1000
RF-TRAIN-E
No
No
1200
RF-RAILCAR
No
No
1
5. Select each means of transport in turn and on the Means-of-Transport Settings Details
tab page, enter the following penalty costs:
Means of
Transport
RF-TRUCK
RF-TRAIN
RF-TRAIN-E
RF-RAILCAR
Premature PickUp
1.000
1.000
1.000
1.000
Delayed Pick-Up
1.000
1.000
1.000
1.000
Premature
Delivery
1.000
1.000
1.000
1.000
Delayed Delivery
1.000
1.000
1.000
1.000
6. Save your entries.
© SAP AG
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4.4 Configuring Capacity Selection Settings
In this procedure, you define a user-specific group of capacities that is taken into account during
transportation planning.
Procedure
1. In SAP NetWeaver Business Client (NWBC), choose Application Administration
Planning Planning Profile Settings Capacity Selection Settings Create Capacity
Selection Settings .
2. In the General Data screen area, enter capacity selection setting RF_CAP_SEL001 and
the description Rail Freight – Capa. Prof.
3. On the Vehicle Resources tab page, enter the following data:
Attributes for
Vehicle Resource
Selection
Sign
Option
Lower Limit
MTRTCO062_I
Inclusive
Pattern
RF*
4. On the Schedules tab page, enter the following row in the table:
Attribute for
Schedule Selection
Sign
Option
Lower Limit
MTR
Inclusive
Pattern
RF*
5. Save your entries.
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4.5 Defining Selection Profiles
Selection profiles define how freight units are selected based on geography, pickup dates, and
delivery dates.
Procedure
Defining Geographical Selection Attributes
1. In SAP NetWeaver Business Client (NWBC), choose Application Administration
Planning Selection Profile Attributes Geographical Selection Attributes Create
Geographical Selection Attributes .
2. Create selection profile RF_GEO_SEL for the pre-carriage stage as follows:
3. In the General Data screen area, enter the following data:
Field
Value
Geographical Sel. Attributes
RF_GEO_SEL
Description
Rail Freight - Geo Selection
Both Locations
Not selected
4. On the Source Locations tab page, enter the following data:
Sign
Option
Lower Value
Upper Value
Inclusive
=
RF*
Blank
5. On the Destination Locations tab page, enter the following data:
Sign
Option
Lower Value
Upper Value
Inclusive
=
RF*
Blank
6. Save your entries.
Defining Selection Profiles
1. In SAP NetWeaver Business Client (NWBC), choose Application Administration
Planning Selection Profiles Create Selection Profile .
2. Create selection profile RF_GEN_SEL001 by entering the following data:
Field
Value
Selection Profile
RF_GEN_SEL001
Description
Rail Freight - Sel Profile
Maximum Number of Selected Objects
200
Time-Related Sel. Attributes
Blank
© SAP AG
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Geographical Sel. Attributes
RF_GEO_SEL
Additional Sel. Attributes
Blank
3. Save your entries.
© SAP AG
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4.6 Defining Planning Profiles
In this procedure, you define a planning profile. The planning profile contains all of the settings
that are relevant for planning using the optimizer and for creating transportation proposals using
the routing guide.
Procedure
1. In SAP NetWeaver Business Client (NWBC), choose Application Administration
Planning Planning Profiles Create Planning Profile .
2. In the General Data screen area of the Planning Profile tab page, enter planning profile
RF_AUTO_PLAN and the description Rail Auto Planning.
3. In the Planning Horizon screen area, enter the following data:
Field
Value
Duration in Days
90
Offset Direction
Future
Offset in Days
0
Factory Cal. for Offs./Dur. Calc.
Blank
Round Horizon to Full Days
Select
Time Zone for Rounding the Horizon
CET
4. In the Profile Assignments screen area, enter the following data:
Field
Value
Selection Profile for Freight Orders
RF_GEN_SEL001
Capacity Selection Settings
RF_CAP_SEL001
Optimizer Settings
RF_OPT001
Planning Costs Settings
RF_PLN_COST001
Carrier Selection Settings
RF_CAR_SEL001
5. In the Business Document Type screen area, enter the following data:
Field
Value
Type Determination Rule
Defined per Category in Planning Profile
Default Type for Railcar Unit
RFRC
Default Type for Road
1000
6. In the Manual Planning screen area, enter the following data:
© SAP AG
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Field
Value
Manual Planning Strategy
VSRI_DEF
Consider Fixing Status
Warning When Changing Fixed Documents
7. In the Scheduling screen area, enter the following data:
Field
Value
Scheduling Strategy
VSS_DEF
Consider Freight Unit Dates
Consider Freight Unit Dates
Scheduling Direction
Forward
8. In the Check screen area, enter the following data:
Field
Value
Check Strategy
VSR_CHECK
Take Capacities into Account
Warning
9. In the Loading and Unloading screen area, enter the following data:
Field
Value
Dependence
Freight Unit and MTr Independent
Loading/Unloading Duration
00:30:00
10. Save your entries.
© SAP AG
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4.7 Defining Layouts for the Transportation Cockpit
In this procedure, you create layouts that are used to display capacities and requirements in the
transportation cockpit. Layout settings are configured at user level.
Procedure
Layout RF_RAIL_STEP_1_CAR
1. In SAP NetWeaver Business Client (NWBC), choose
Planning General Settings Page Layouts .
Application Administration
2. Select Page Layouts for Transportation Cockpit.
3. Choose New.
4. In the Page Layout – General Data section, create a new page layout:
RF_RAIL_STEP_1_CAR.
5. In the Visibility Pushbutton section, select all of the checkboxes.
6. On the Requirements Area tab page:
o
In the Position of Screen Area field, choose Top Left.
o
In the Width field, enter 50%.
o
Choose Sequence 1 – Freight Unit Stages and select the Display checkbox.
o
Select Sequence 1 – Freight Unit Stages and ensure that the checkboxes for Set
OI Status for FUs (confirm, reject, and set to confirm with deviations) are
selected.
7. On the Resources Area tab page:
o
In the Position of Screen Area field, choose Top Right
o
In the Width field, enter 50%.
o
Choose Sequence 2 – Schedules and select the Display checkbox.
o
Choose Sequence 4 – Locomotives and select the Display checkbox.
o
Choose Sequence 5– Vehicles and select the Display checkbox.
o
Choose Sequence 6 – Railcars and select the Display checkbox.
o
Deselect the Display checkboxes for the other rows (Driver and Trailers).
8. On the Transportation Units Area tab page:
1. In the Position of Container field, enter Middle Left.
2. In the Width field, enter 100%.
3. Choose Sequence 1 – Railcar Unit Hierarchy and select the Display checkbox.
© SAP AG
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9. Save your profile.
Layout RF_RAIL_STEP_2_ORDER
1. In SAP NetWeaver Business Client (NWBC), choose
Planning General Settings Page Layouts .
Application Administration
2. Select Page Layouts for Transportation Cockpit.
3. Choose New.
4. In the Page Layout – General Data section, create a new page layout:
RF_RAIL_STEP_2_ORDER.
5. In the Visibility Pushbutton section, select all checkboxes.
6. On the Transportation Units Area tab page:
o
In the Position of Container field, enter Top Left.
o
In the Width field, enter 100%.
o
Choose Sequence 1 – Railcar Unit Hierarchy and select the Display checkbox.
7. On the Orders Area tab page:
o
In the Position of Screen Area field, enter Bottom Left.
o
In the Width field, enter 50%.
o
Choose Sequence 1 – Freight Orders/Freight Bookings and select the Display
checkbox.
o
Choose Sequence 8 – Rail Freight Order and select the Display checkbox.
o
Choose Sequence 9 – Rail Freight Order Hierarchy and select the Display
checkbox.
8. On the Order Details Area tab page:
© SAP AG
o
In the Position of Screen Area field, enter Bottom Right.
o
In the Width field, enter 50%.
o
Choose Sequence 1 – Overview and select the Display checkbox.
o
Choose Sequence 2 – Stages and select the Display checkbox.
o
Choose Sequence 4 – Allocation and select the Display checkbox.
o
Choose Sequence 5 – Charges and select the Display checkbox.
o
Choose Sequence 10 – Cargo Management and select the Display checkbox.
o
Choose Sequence 11 – Loadplan and select the Display checkbox.
o
Choose Sequence 12 -Utilization and select the Display checkbox.
o
Choose Sequence 13 – Equipment and select the Display checkbox.
31
9. Save your profile.
© SAP AG
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5 Customizing Settings in SAP Transportation
Management
You customize SAP TM to define and set up freight management. Customizing includes the
following procedures:

Defining Freight Unit Types [Page 34]

Creating Freight Unit Building Rules [Page 38]

Defining Equipment Groups and Equipment Types [Page 39]

Defining Movement Types [Page 42]

Defining Stage Type Sequences for Movement Types [Page 43]

Defining Default Agreement Party Roles for Stages [Page 44]

Defining Freight Order Types [Page 47]

Defining Freight Settlement Document Types [Page 45]

Defining Forwarding Settlement Document Types [Page 46]
© SAP AG
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5.1 Defining Freight Unit Types
Procedure
1. In Customizing for SAP Transportation Management, choose Transportation
Management Planning Freight Unit Define Freight Unit Types .
2. Select an existing freight unit type and copy it to your own freight unit type – RFFU.
3. Enter the following data:
Field
Value
Freight Unit Type
RFFU
Description
Rail Freight Unit
4. In the Basic Settings screen area, select the Freight Unit Can Be Deleted checkbox.
5. In the Number Range Settings screen area, enter the following data:
Field
Value
Time for Drawing
Draw Numbers Immediately
Number Range Interval
FU
6. In the Change Controller Settings screen area, enter default change strategy
NO_ACTION.
7. In the Execution Settings screen area, enter the following data:
Field
Value
Execution Tracking Relevance
Execution Tracking with External Event
Management
Display Mode for Execution Tab
Actual Events from TM and EM, Expected
Events from EM
Execution Propagation Mode
Standard Propagation
Immediate Processing
Select
8. In the Event Management Settings screen area, enter the following data:
Field
Value
Application Object Type
ODT30_FU
Last Expected Event
UNLOAD_END
9. In the Direct Shipment Options screen area, enter the direct shipment option type No
Determination of Direct Shipment Options.
10. In the Freight Order Determination screen area, leave the freight order type blank.
© SAP AG
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11. In the Additional Settings screen area, enter the following data:
Field
Value
Rule for PU/DLV Window Determination
A Earliest Pick-Up at Req. Day/ Latest Delivery
at Req. Day
BW Relevance
Not selected
Track Changes
Select
Archiving Rentention Period in Days
100
Web Dynpro Application Conf.
/SCMTMS/FRE_UNIT
12. In the Determination Rules screen area, deselect the Consider Organization of User
checkbox.
13. Press ENTER.
14. Save your entries.
© SAP AG
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5.2 Defining Transportation Unit Types
Procedure
1. In Customizing for SAP Transportation Management, choose Transportation
Management Planning Transportation Unit Define Transportation Unit Types .
2. Choose the New Entries pushbutton.
3. In the header area, enter the following data:
Field
Value
Transportation Unit Type
RFRC
Description
Railcar
Transportation Unit Category
Railcar Unit
4. In the Basic Settings screen area, select Can Be Deleted from the Doc. Can Be Deleted
dropdown list.
5. In the Number Range Settings screen area, set the time for drawing to Draw Number
When Saving Document and enter the number range interval TR.
6. In the Execution Settings screen area, enter the following data:
Field
Value
Execution Track. Relev.
Execution Tracking with External Event
Management
Display Mode for Execution Tab
Actual Events from TM and EM, Expected
Events from EM
Execution Propagation Mode
Standard Propagation
Immediate Processing
Select
Prop. Execution Info
Select
7. In the Event Management Settings screen area, enter the following data:
Field
Value
Application Object Type
RES30_RESOURCE
Last Exp. Event
Blank
8. In the Output Options screen area, enter the following data:
Field
Value
Output Profile
/SCMTMS/TOR
Add. Output Profile
/SCMTMS/TOR_PRINT_ROAD
© SAP AG
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Test Schema
Blank
Default Test Type
Blank
9. In the Organizational Unit Determination screen area, enter the internal number of
RF_EORG_01 as the execution organization and select the Consider Organization Unit of
User checkbox.
10. In the Additional Settings screen area, select the Track Changes checkbox and leave the
Check Level Exec. and BW Relevance checkboxes deselected.
11. Enter the archiving retention period as 0 days.
12. Enter the Web dynpro application configuration as /SCMTMS/TU_RAILCAR.
13. In the Default MTr Determination screen area, set the transportation mode to 02.
14. Press ENTER.
15. Select Allowed Item Types from the navigation structure.
16. Enter the following data:
Item Type
Item Cat.
DefItmTy
Item Type
Description
MRCN
PVR Passive Vehicle
Resource
Not selected
Multi Railcar (No
Expansion)
MRFC
PVR Passive Vehicle
Resource
Not selected
Multi Railcars
MURC
PVR Passive Vehicle
Resource
Not selected
Multi Railcar
SIRC
PVR Passive Vehicle
Resource
Select
Single Railcar
17. Save your entries.
© SAP AG
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5.3 Creating Freight Unit Building Rules
Freight unit building rules (FUB rules) define how the system creates freight units based on the
forwarding order. FUB rules also specify the dimensions that are transferred from the forwarding
order to the freight unit as capacity requirements for planning. If there is more than one freight
unit building rule, you can define a condition that determines the appropriate freight unit building
rule.
In this scenario, you require only one freight unit building rule: RF-FUB-01.
Prerequisites
You have defined a freight unit type.
Procedure
1. In SAP NetWeaver Business Client, choose Application Administration Planning
General Settings Freight Unit Building Rule Create Freight Unit Building Rule .
2. On the General Data tab page, enter the following data:
Field
Value
Freight Unit Building Rule
RF-FUB-01
Description
Rail Freight Unit Building Rule
Freight Unit Building Strategy
Consolidate as much as possible
Critical Quantity
Gross Weight
Item Split Allowed
Select
Document Type
RFFU
Enter the freight unit type that you created in
Defining Freight Unit Types [Page 34].
3. In the Planning Quantifies table, enter the following data:
Planning Quantity
for Freight Unit
Building
Unit of Measure of
Split Quantity
Split Quantity
Rounding Quantity
Gross Weight
TO
20
Blank
4. Choose the Advanced Settings tab page and enter the following data:
Field
Value
Doc. Type Det. Cnd
Blank
Process Controller Strategy
FUB_AUTO
5. Save your entries.
© SAP AG
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5.4 Defining Equipment Groups and Equipment Types
Procedure
1. In Customizing for SAP Transportation Management, choose Transportation
Management Master Data Resources Define Equipment Groups and Equipment
Types .
2. Double-click the Vehicle Groups folder.
3. If the equipment groups below do not already exist, create them by choosing the New
Entries pushbutton.
Equipment Group
Description
Resource Class
A
Equipped box cars
4 Railcar
B
Unequipped box cars
4 Railcar
C
Covered hopper cars
4 Railcar
E
Equipped gondola
4 Railcar
F
Flatcar
4 Railcar
G
Unequipped gondola
4 Railcar
H
Unequipped Hopper
4 Railcar
J
Gondola car
4 Railcar
K
Equipped hopper cars
4 Railcar
L
Special type cars
4 Railcar
LOC
Locomotive
3 Locomotive
P
Conventional intermodal cars
4 Railcar
Q
Lighter weight, Low-profile
intermodal c
4 Railcar
R
Refrigerator cars
4 Railcar
S
Stack car
4 Railcar
T
Tank cars
4 Railcar
4. Select equipment group F and double-click the Vehicle Types folder.
5. Choose the New Entries pushbutton.
6. In the header area, enter equipment type F077 and description Flat Car COFC/TOFC.
7. In the General screen area, enter means of transport RF-RAILCAR.
© SAP AG
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8. In the Capacity screen area, enter the following data:
Field
Value
Payload Weight
159,900
UoM
LB
Internal Length
89
UoM
FT
9. In the Physical Properties screen area, enter the following data:
Field
Value
Tare Weight
60,100
UoM
LB
Max. Gross Weight
220,000
UoM
LB
Max. Length
92
UoM
FT
Number of Axles
4
10. Save your entries.
11. Select equipment group S and double-click the Vehicle Types folder.
12. Choose the New Entries pushbutton.
13. In the header area, enter equipment type S615 CP-527000 and description Doublestack car.
14. In the General screen area, enter means of transport RF-RAILCAR.
15. In the Capacity screen area, enter the following data:
Field
Value
Payload Weight
169,100
UoM
LB
Internal Length
53.1
UoM
FT
16. In the Physical Properties screen area, enter the following data:
Field
Value
Tare Weight
50,400
© SAP AG
40
UoM
LB
Max. Gross Weight
220,000
UoM
LB
Max. Length
76.1
UoM
FT
Number of Axles
4
17. Save your entries.
© SAP AG
41
5.5 Defining Movement Types
Procedure
1. In Customizing for SAP Transportation Management, choose Transportation
Management Forwarding Order Management Define Movement Types .
2. Create movement type RR (ramp to ramp) with the following data:
Mov. Type
Description
Src. Loc.
Dest. Loc.
RR
Rail ramp to
ramp
Not selected
Not selected
3. Save your entries.
© SAP AG
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5.6 Defining Stage Type Sequences for Movement Types
In this procedure, you specify the stage types that are allowed for a specific movement type as
well as their sequence. The system checks that the sequence of stage types is correct as
determined by the corresponding stage category.
Procedure
1. In Customizing for SAP Transportation Management, choose Transportation
Management Forwarding Order Management Define Stage Type Sequence for
Movement Types .
2. Enter the following data:
Mov.
Type
Seq.
No.
Stage
Type
StageTpeOCC
StageProp.
Det. Rule
Set. Rule
RR
3
03
CN - Stage
type can occur
in any number
Select
4 Always
Relevant
for
Planning
Not Relevant
for Internal
Settlement
3. Save your entries.
© SAP AG
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5.7 Defining Default Agreement Party Roles for Stages
In the standard Customizing settings for Incoterms FOB (free on board) and DDP (delivered duty
paid), only the three main stages are defined.
Procedure
1. In Customizing for SAP Transportation Management, choose Transportation
Management Forwarding Order Management Define Default Agreement Roles for
Stages .
2. Enter the following data:
Incoterm
Stage Type
Agmt Role
FOB
Pickup
Prepaid Agreement Party
FOB
Pre-Carriage
Prepaid Agreement Party
FOB
Main Carriage
Collect Agreement Party
FOB
On-Carriage
Collect Agreement Party
FOB
Delivery
Collect Agreement Party
DDP
Pickup
Prepaid Agreement Party
DDP
Pre-Carriage
Prepaid Agreement Party
DDP
Main Carriage
Prepaid Agreement Party
DDP
On-Carriage
Prepaid Agreement Party
DDP
Delivery
Prepaid Agreement Party
EXW
Pickup
Collect Agreement Party
EXW
Pre-Carriage
Collect Agreement Party
EXW
Main Carriage
Collect Agreement Party
EXW
On-Carriage
Collect Agreement Party
EXW
Delivery
Collect Agreement Party
3. Save your entries.
© SAP AG
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5.8 Defining Freight Settlement Document Types
Procedure
1. In Customizing for Transportation Management, choose Settlement
Settlement Define Freight Settlement Document Types .
Freight
2. Create the following freight settlement document types:
FSD Type
RF01
RFIS
Description
Rail Freight: Carrier
Settlement Document
Rail Freight:
Interline Settlement
FSD Category
10
10
Track Changes
Select
Select
Bus. Warehouse
Select
Select
Enable Cost Distribution
Select
Select
Number Range Interval
01
01
Output Profile
/SCMTMS/TOR_INV_PREP
/SCMTMS/TOR_INV_PREP
Add. Output Profile
/SCMTMS/SFIR_PRINT
/SCMTMS/SFIR_PRINT
Dynamic Determination of
Output Profile
Deselect
Deselect
3. Save your entries.
© SAP AG
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5.9 Defining Forwarding Settlement Document Types
Procedure
1. In Customizing for SAP Transportation Management, choose Transportation
Management Settlement Forwarding Settlement Define Forwarding Settlement
Document Types .
2. Enter the following data:
Field
Value
FWSD Type
RF01
Description
Rail Freight: Forw. Settl. Document
FWSD Category
10 Forwarding Settlement Document
Track Changes
Select
BW Relevance
Select
Number Range Interval
01
Output Profile
/SCMTMS/CFIR
Add. Output Profile
/SCMTMS/CFIR_PRINT
Dynamic Determination of Output Profile
Deselect
3. Save your entries.
© SAP AG
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5.10 Defining Freight Order Types
In this procedure, you define new freight order types that contain an enhanced save strategy. The
internal freight order type is used by Continental Rail for internal operations.
Procedure
1. In Customizing for SAP Transportation Management, choose Transportation
Management Freight Order Management Freight Order Define Freight Order Types
.
2. Create the following freight order types by copying freight order type 2000:
1. In the header area, enter the following data:
Field
Freight Order 1
Freight Order 2
Freight Order Type
RFIN
RFSC
Description
Rail Freight with
Internal Processing
Rail Freight with
Subcontracting
2. In the Basic Settings screen area, enter the following data:
Field
RFIN
RFSC
Freight Order Can Be
Subcontracted
02 Not Relevant for
Subcontracting
01 Relevant for
Subcontracting
Shipper/Consignee
Determination
P Determination Based
on Predecessor
Documents
P Determination Based
on Predecessor
Documents
Freight Order Can Be Deleted
Select
Select
Enable Charge Calculation
Select
Select
Enable Cost Distribution
Select
Select
Enable Internal Charge
Calculation
Select
Select
Enable Internal Settlement
Select
Select
Enable Settlement
Select
Select
Enable Internal Cost
Distribution
Select
Select
Sequence Type of Stops
01 Defined and Linear
01 Defined and Linear
Event Profile
RFIN
RFSC
3. In the Number Range Settings screen area, enter the following data:
Field
© SAP AG
RFIN
RFSC
47
Time for Drawing
S Draw Number When Saving
the Document
S Draw Number When Saving
the Document
Number Range Interval
FO
FO
4. In the Change Controller Settings screen area, enter the following data:
Field
RFIN
RFSC
Default Change Strategy
DEF_CHACO
DEF_CHACO
5. In the Execution Settings screen area, enter the following data:
Field
RFIN
RFSC
Execution Tr. Relev.
3 Execution Tracking with
External Event Management
3 Execution Tracking with
External Event Management
Display Mode of Execution
Tab
Actual Events from TM and
EM, Expected Events from EM
Actual Events from TM and
EM, Expected Events from EM
Immediate Processing
Select
Select
Propagate Execution Info
Select
Select
Execution Propagation Mode
Standard Propagation
Standard Propagation
6. In the Event Management Settings screen area, enter the following data:
Field
RFIN
RFSC
Application Object Type
ODT30_TO
ODT30_TO
Last Exp. Event
UNLOAD_END
UNLOAD_END
7. In the Additional Settings screen area, enter the following data:
Field
RFIN
RFSC
Document Creation Relevance
No Shipment Creation in ERP
No Shipment Creation in ERP
BW Relevance
Select
Select
Track Changes
Select
Select
Residence Period
100
100
Web Dynpro Application
Config.
/SCMTMS/FWD_ORDER
/SCMTMS/FWD_ORDER
8. In the Charge Calculation and Settlement Document Settings screen area, enter
the following data:
Field
RFIN
RFSC
Default FSD Type
RF01 Rail Carrier
Settlement Document
RF01 Rail Carrier
Settlement Document
© SAP AG
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9. In the Number Range Settings screen area, enter the following data:
Field
RFIN
RFSC
Time for Drawing
I Draw Numbers
Immediately
I Draw Numbers
Immediately
Number Range Interval
04
04
10. In the Default MTr Determination screen area, enter the following data:
Field
RFIN
RFSC
Default MTr for Type
RF_TRAIN
RF-TRAIN-E
Transportation Mode
02
02
11. In the Default Units of Measure screen area, enter the following data:
Field
RFIN
RFSC
Weight
LB
LB
(U.S. pound)
(U.S. pound)
FT
FT
(Cubic foot)
(Cubic foot)
Volume
12. In the Organizational Unit Determination screen area, enter the following data:
Field
RFIN
RFSC
Purchasing Org.
RF_PORG-01
RF_PORG-01
Purchasing Group
Blank
Blank
13. In the Output Options screen area, enter the following data:
Field
RFIN
RFSC
Output Profile
/SCMTMS/TOR
/SCMTMS/TOR
Add. Output Profile
/SCMTMS/TOR_PRINT_ROAD
/SCMTMS/TOR_PRINT_ROAD
14. Save your entries.
If necessary, return to the section Defining Planning Profiles [Page 28] to continue.
© SAP AG
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6 Order Management
Order management involves defining forwarding and freight orders and completing any
supporting documentation. The following processes are involved:

Defining Forwarding Order Types [Page 51]
This procedure specifies types of forwarding orders. Forwarding order types define
certain parameters for the forwarding order that affect how the system processes the
business document.

Defining Item Types for Forwarding Order Management [Page 54]

Assigning Item Types to Forwarding Order Types [Page 55]
You use this procedure to assign an item type to a forwarding order type.

Defining Commodity Codes [Page 56]
© SAP AG
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6.1 Defining Forwarding Order Types
In this procedure, you specify types of forwarding orders. Forwarding order types define
parameters for the forwarding order that affect how the system processes the business
document. For example, the forwarding order type can determine the number range interval that
is used to generate the number of the forwarding order, or it can define whether freight units are
created automatically when you save the forwarding order.
You can also assign profiles (such as a planning profile or dangerous goods profile) that
determine how follow-up steps such as planning and dangerous goods checks are performed.
You can select and assign the types that you have defined in this procedure on the user interface
of the forwarding order in SAP NetWeaver Business Client. You can also specify a default
forwarding order type that is used when the forwarding order is created automatically based on
electronic data interchange (EDI).
Procedure
1. In Customizing for SAP Transportation Management, choose Transportation
Management Forwarding Order Management Forwarding Order Define Forwarding
Order Types .
2. Choose the New Entries pushbutton and create the following entries:
o
In the header area, enter the following data:
Field
Value
Forwarding Order Type
RF0I
Short Description
Rail Intermodal
o
In the Number Range Settings area, enter the following data:
Field
Value
Number Range Interval
01
Template No. Range Interval
02
o
In the Process Control / Business Object Mode area, enter the following data:
Field
Value
BW Relevance
Select
Enable Approval Workflow
Select
Transportation Mode
02
Automatic Freight Unit Building
Select
Shipping Type
30
Stage Determination
Stage Determination by Movement
Type
© SAP AG
51
o
In the Charge Calculation and Settlement Document Settings area, enter the
following data:
Field
Value
Automatic Charge Calculation
Select
Enable Charge Calculation
Select
Enable Internal Charge Calculation
Select
EM Integration Active
Select
Dangerous Goods Profile
RF_DG_01
Default FWSD Type
RF01
Enable Forwarding Settlement
Select
Default Conf. Type
O - Order-Based Confirmation
o
Enter the following event manager values:
Field
Value
Event Profile
RF0I
Output Profile
/SCMTMS/TRQ_FWO
Additional Output Profile
/SCMTMS/TRQ_FWO_PRINT
Accept Transp. Prop.
Save Route Only
Propagate Changes
B - Synchronous Propagation of
Changes, Fallback to Asynchronous
Customs Handling
Automatic
Event Manager
<Logical system name of SAP Event
Management system>
Enable Instructions
Select
Retention Period
Blank
Accept Transp. Prop.
R
o
In the Default Values area, enter the following data:
Field
Value
Default Weight UoM
KG
Default Volume UoM
M3
Default Pieces UoM
PC
Freight Unit Building Rule Condition
RF-FUB-01
© SAP AG
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RF_AUTO_PLAN
Planning Profile
o
In the Organizational Unit Determination area, enter the following data:
Field
Value
Sales Organization
RF_SORG_01
3. Save your entries.
© SAP AG
53
6.2 Defining Item Types for Forwarding Order Management
Procedure
1. In Customizing for SAP Transportation Management, choose Transportation
Management Forwarding Order Management Define Item Types for Forwarding
Order Management .
2. Create the following items types:
Field
Value
Item Type
RC
Item Type Descr.
Railcar
Item Category
PVR Passive Vehicle Resource
Text Schema
FWOITEM
DG UI Profile Name
RF_DG_UI_02
Default Weight UoM
TO
Default Volume UoM
M3
Default Quantity UoM
PC
3. Save your entries.
4. Go back and repeat the steps for the following item type:
Field
Value
Item Type
SRV
Item Type Descr.
Service
Item Category
SRV Service
Text Schema
FWOITEM
5. Save your entries.
© SAP AG
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6.3 Assigning Item Types to Forwarding Order Types
In this procedure, you assign an item type to the forwarding order (FWO) type. Once the
assignment has been made, the item type can be used in any forwarding order of type RFOI.
Procedure
1. In Customizing for SAP Transportation Management, choose Transportation
Management Forwarding Order Management Forwarding Order Assign Item Types
to Forwarding Order Types .
2. Enter the following data:
FWO Type
RF0I
RF0I
RF0I
RF0I
RF0I
Item Type
CN
PKG
PRD
RC
SRV
Default Item
Type
Select
Select
Select
Select
Select
Item Category
Container
Package
Product
Passive
Vehicle
Resource
Service
Instruction
Set
Blank
Blank
Blank
Blank
Blank
3. Save your entries.
© SAP AG
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6.4 Defining Commodity Codes
Procedure
1. In Customizing for SAP Transportation Management, choose Transportation
Management Master Data Classification of Goods Define Commodity Types .
2. Choose the New Entries pushbutton.
3. Enter the following data:
Code Type
Description
Maximum Length of
Commodity code
ST
STCC
Blank
4. Select the Commodity Codes folder from the navigation structure.
5. Choose the New Entries pushbutton.
6. Enter the following data:
Commodity Code
Description
2819604
ALUMINUM PHOSPHIDE
© SAP AG
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7 Creation of Organizational Model
SAP Transportation Management uses HR functions from the organizational model to create and
maintain organizational units. The organizational model can be used to model your sales
organization, purchasing organization, and transportation execution organization.
You use the organizational model to assign the responsible organizational units to transportation
documents such as a freight request, freight order, and so on. Each order must be assigned to an
organizational unit so that the costs and profits generated by the order can be allocated to a
business unit. This is also necessary for profit analysis of the various groups and organizations
associated with the logistics service provider (LSP). The organizational model supports you when
analyzing the costs that your company incurs for various LSPs, routes, customers, and so on,
and therefore enables you to improve your demand forecasting.
You have to maintain the organizational model in SAP TM since it is not transferred from the
organizational units in SAP ERP.
Creating the organizational model involves the following operations:

Creating Companies [Page 58]
SAP ERP contains one company representing the U.S. organization. In SAP TM, this
company also has to be created.

Creating Organizational Structures [Page 59]
© SAP AG
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7.1 Creating Companies
SAP ERP contains one company representing the Canadian organization. In SAP TM, this
company also has to be created.
Procedure
Creating the Canadian Company
1. In SAP NetWeaver Business Client, choose
Organization and Staffing .
Master Data
Organization
Create
2. In the dialog box, set the validity period from <current year>-01-01 to 9999-12-31
and choose Continue.
3. On the Basic Data tab page, in the Organizational Unit fields, enter RF_CC_CA and the
description Railway Company Code CA.
4. On the Org. Data tab page, choose Create.
5. Overwrite the organizational ID with RF_CC_CA.
6. As the Organizational Unit Function, enter 24 and as the Organizational Unit Role, enter
1.
7. Enter the currency CAD and select Intra Comp. Settlement.
8. Choose the Address tab page and enter the address as 935 de La Gauchetière
Street West, Montreal, Quebec, H3B 2M9, Canada.
9. Save your entries.
© SAP AG
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7.2 Creating Organizational Structures
SAP ERP contains one company representing the Canadian organization. In SAP TM, this
company also has to be created.
Procedure
Creating the Canadian Sales Organization
1. In SAP NetWeaver Business Client, choose
Organization and Staffing .
Master Data
Organization
Create
2. Select the line Railway Company Code CA and choose Create.
3. From the popup window, choose Is line supervisor of.
4. On the Basic Data tab page, in the Organizational Unit fields, enter RF_SORG_01 and the
description Railway Sales Organization CA 1.
5. In the dialog box, set the validity period from <current year>-01-01 to 9999-12-31
and press ENTER.
6. On the Org. Data tab page, choose Create.
7. Overwrite the organizational ID with RF_SORG_01.
8. As the Organizational Unit Function, enter 4 and as the Organizational Unit Role, enter 1
9. Choose the Address tab page and enter the street de La Gauchetière Street
West, house no. 935, city Montreal, postal code H3B 2M9 region QC, and country CA.
10. Save your entries.
Creating the Canadian Purchasing Organization
1. Select the line Railway Company Code CA and choose Create.
2. From the popup window, choose Is line supervisor of.
3. On the Basic Data tab page, in the Organizational Unit fields, enter RF_PORG_01 and the
description Railway Purchasing Organization CA 1.
4. In the dialog box, set the validity period from <current year>-01-01 to 9999-12-31
and press ENTER.
5. On the Org. Data tab page, choose Create.
6. Overwrite the organizational ID with RF_PORG_01.
7. As the Organizational Unit Function, enter 2 and as the Organizational Unit Role, enter 1.
8. Choose the Address tab page and enter the street de La Gauchetière Street
West, house no. 935, city Montreal, postal code H3B 2M9, region QC, and country CA.
9. Save your entries.
© SAP AG
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Creating the Canadian Planning & Execution Organization
1. Select the line Railway Company Code CA and choose Create.
2. From the popup window, choose Is line supervisor of.
3. On the Basic Data tab page, in the Organizational Unit fields, enter RF_EORG_01 and the
description Railway Execution Organization CA 1.
4. In the dialog box, set the validity period from <current year>-01-01 to 9999-12-31
and press ENTER.
5. On the Org. Data tab page, choose Create.
6. Overwrite the organizational ID with RF_EORG_01.
7. As the Organizational Unit Function, enter 13 and as the Organizational Unit Role, enter
1.
8. Choose the Address tab page and enter the street de La Gauchetière Street
West, house no. 935, city Montreal, postal code H3B 2M9, region QC, and country CA.
9. Save your entries.
You will require the internal organizational ID later in the configuration process. To view the
internal ID, adjust the column configuration on the Organization and Staffing screen (choose
the Column Configuration pushbutton at the top right of the menu). Select ID and confirm
your selection. Take a note of the ID.
If required, create sales, purchasing, and planning & execution offices and groups within the
structure.
© SAP AG
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8 Setup of Transportation Network
Setting up the transportation network involves the following procedures, which are carried out in
the SAP Transportation Management system:

Defining Locations [Page 62]

Defining Transshipment Locations [Page 64]

Defining Means of Transport [Page 65]

Defining Transportation Lanes [Page 67]

Defining Schedule Types [Page 68]

Defining Train Schedules [Page 69]

Defining Truck Schedules [Page 76]
© SAP AG
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8.1 Defining Locations
Procedure
1. In SAP NetWeaver Business Client (NWBC), choose
Network Locations Define Location .
Master Data
Transportation
2. Create locations for container freight stations using the following data:
Location
RF_12605
RF_41978
RF_55989
RF_66001
RF_35100
RF_626200
Description
Halterm
Halifax
Toronto
Cargoflo
Chicago
Heights Yard
Chicago
IM EX
Houston
Oklahoma
City
Name
Halterm
Halifax
Toronto
Cargoflo
Chicago
Heights Yard
Chicago
IM EX
Houston
Oklahoma
City
Location
Type
1130
1130
1130
1130
1130
1130
Time Zone
AST
EST
CST
CST
CST
CST
Search
Term
RF
RF
RF
RF
RF
RF
Address
577
Marginal
Rd,
Halifax,
B3H 4P6
169 Doney
Crescent,
Concord,
L4K 3P1
60411 State
St, Chicago
Heights,60411
4519 S.
Drake
Ave,
Chicago,
60632
5507
Beekman
Rd,
Houston,
77021
800 Pole
Rd,
Oklahoma
City,
73149
Country
CA
CA
US
US
US
US
Region
NS (Nova
Scotia)
ON
(Ontario)
IL (Illinois)
IL
(Illinois)
TX
(Texas)
OK
(Oklahoma)
Business
Partner
Blank
Blank
Blank
Blank
Blank
Blank
3. For each location, check the geocoordinates as follows:
Location
Longitude
Latitude
RF-12605
- 63: 34: 06
+ 44: 37: 48
RF-41978
- 79: 30: 12
+ 43: 47: 41
RF-55989
- 87: 36: 17
+ 41: 29: 57
RF-66001
– 87: 42: 45
+ 41: 48: 41
RF-35100
– 95: 19: 48
+ 29: 41: 58
RF-626200
– 97: 29: 13
+ 35: 23: 26
© SAP AG
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If required, you can change the precision code.
4. Save your entries.
© SAP AG
63
8.2 Defining Transshipment Locations
At a transshipment location, goods are unloaded from one vehicle resource and loaded onto
another vehicle resource. Transshipment locations are used when the transportation process
involves different means of transport. They are also used when the goods to be transported have
to be consolidated or deconsolidated.
The “Intermodal Rail Freight” scenario uses stations as transshipment locations.
Procedure
1. In SAP NetWeaver Business Client (NWBC), choose Master Data
Network Locations Assign Transshipment Location .
Transportation
2. Select the Locations radio button.
3. In the Location Selection screen area, enter RF_12605 in the Location field.
4. In the Transshipment Location Selection area, enter RF_41978 in the Location field.
5. Choose the Create/Update Assignments pushbutton to apply the assignment.
The system issues a message confirming that the transshipment location assignments
have been created or updated.
6. Repeat the process to assign the following locations and transshipment locations:
Locations Selection
Transshipment Locations
Selection
Duration (Hours)
RF_12605 (Halifax)
RF_41978 (Toronto)
20
RF_41978 (Toronto)
RF_55989 (Chicago 1)
11
RF_55989 (Chicago 1)
RF_66001 (Chicago 2)
1
RF_66001 (Chicago 2)
RF_35100 (Houston)
20
© SAP AG
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8.3 Defining Means of Transport
The information in this section may have already been completed automatically based on the
settings you configured in Defining Freight Order Types [Page 47].
Procedure
1. In Customizing for SAP Transportation Management, choose Transportation
Management Master Data Resources Define Means of Transport .
2. Check that the following means of transport exist in the system and create any that are
missing:
Means of
Transport
RFRAILCAR
RF-SHORT
RF-SHORT-E
RF-TRAIN
RF-TRAIN-E
RFTRUCK
RF-TRUCK-S
MTr
Description
Railcar
Rail short
line
Rail short
line external
Scheduled
train
Scheduled
train external
Truck
Truck
(scheduled)
Standard
Code
072
072
072
072
072
031
031
Transp.
Mode
02 RAIL
02 RAIL
02 RAIL
02 RAIL
02 RAIL
01
ROAD
01 ROAD
Resource
Class
4 Railcar
3 Locomotive
3 Locomotive
3 Locomotive
3 Locomotive
1 Truck
1 - Truck
Low Speed
Blank
20
20
30
30
60
60
Medium
Speed
Blank
40
40
100
100
80
80
High Speed
Blank
60
60
140
140
100
100
Average
Speed
100
40
40
100
100
80
80
Passive
Select
Blank
Blank
Blank
Blank
Blank
Blank
Distance
Factor
Blank
1
1
1
1
1
1
Schedule
MTr
Blank
Blank
Blank
Select
Select
Blank
Select
Your Own
MTr
Blank
Select
Blank
Select
Blank
Blank
Blank
No Capacity
Blank
Blank
Blank
Select
Select
Blank
Blank
Multiresource
Blank
Blank
Blank
Blank
Blank
Select
Select
GIS Quality
Blank
Blank
Blank
Blank
Blank
Select
Select
© SAP AG
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You must have established a connection to a GIS provider before you can select the GIS
Quality checkbox.
© SAP AG
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8.4 Defining Transportation Lanes
Procedure
Transportation Lane for Truck
1. In SAP NetWeaver Business Client (NWBC), choose Master Data
Network Transportation Lanes Define Transportation Lane .
Transportation
2. On the Tr. Lane tab page, enter RF-55989 in the Start Location/Zone field and RF66001 in the Dest. Loc./Zone field.
3. Choose the Create pushbutton.
The Create RF-55989 –> RF-66001 screen appears.
4. In the Means of Transport area, choose
following data:
(Creation of a New Entry) and enter the
Field
Value
Means of Transport
RF_TRUCK
Start Date
<current year>–01–01
End Date
9999–12–31
Transportation Costs
1.00 per MI
Means of Transport Costs
200
Relevant to Carrier Selection
Select
Priority/Costs
X Neither Costs Nor Priority
Cost Origin
I Internal Costs
Continuous Movement Type
No Continuous Move
5. Choose
(Copy and Close).
6. When prompted to create a transportation proposal, choose Yes.
7. In the Carrier area, choose
(Creation of a New Entry) and enter the following data:
Business Partner
Transportation Costs
Priority
RF-CR-01
1 per MI
1
8. Choose
(Copy and Close).
9. Save your entries.
© SAP AG
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8.5 Defining Schedule Types
Procedure
1. In SAP NetWeaver Business Client (NWBC), choose
Network Schedule Create Schedule .
Master Data
Transportation
2. Choose the New Entries pushbutton and create the following schedules:
Type
RF0I
RF0S
RFOT
Description
RF: Rail
Schedule
Internal
RF: Rail
Schedule
Interline
RF: Scheduled
Truck
Default Type
Select
Not selected
Not selected
Transp. Mode
02
02
01
Header Number
Range
02
02
02
Voyage Number
Range
01
01
01
Offset Time Type
A Absolute
A Absolute
R Relative
Gateway
Not selected
Not selected
Not selected
Direct
Not selected
Not selected
Not selected
Document Type
RFIN
RFSC
RFSC
Allocation Type
3000
3000
1000
Template
Select
Select
Select
One Order
Not selected
Not selected
Not selected
Use Capacities
Select
Select
Select
Use Transp. Costs
Select
Select
Select
WD Appl. Config.
Blank
Blank
Blank
3. Save your entries.
© SAP AG
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8.6 Defining Train Schedules
Procedure
Schedule RF-12605-41978 (Halifax – Toronto)
1. In SAP NetWeaver Business Client (NWBC), choose
Network Schedule Create Schedule .
Master Data
Transportation
2. Enter schedule type RF0I and choose the Continue pushbutton.
3. Enter the following data:
Field
Value
Schedule Description
RF_12605-41978 (Halifax - Toronto)
Valid From
<current year>–01–01
Valid To
<next year>–12–31
Shipping Type
30 - Intermodal
Transportation Mode
02 - Rail
Means of Transport
RF-TRAIN
Carrier
RF-CR-CN
Weight
8,000 TO
Quantity
400 teu
4. Create a standard stop sequence by adding the following locations (choose the Create
pushbutton to add line to the table):
Field
Value
Value
Sequence
10
20
Location
RF_12605
RF_41978
Cargo Cut Off (Offset in Days)
0
Blank
Cargo Cut-Off Time
04:00:00
Blank
Transit Duration (Hours)
9
Blank
Transit Duration (Minutes)
0
Blank
Days to Availability
Blank
0
Availability Time
Blank
0
5. Create departures by adding the following departure rule in the Departure Rules screen
area (choose the Create pushbutton to add an entry):
© SAP AG
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Field
Value
First Day of Validity
<current year>–<current month>–01
Last Day of Validity
<next year>–12–31
Departure Days
Monday, Tuesday, Wednesday,
Thursday, Friday
Departure Time
11:30:00
Time Zone
AST
6. Select the departure rule and choose Generate Departures. Departures are automatically
added to the Departures tab page.
7. Save your entries.
Schedule RF-41978-55989 (Toronto – Chicago)
1. In SAP NetWeaver Business Client (NWBC), choose
Network Schedule Create Schedule .
Master Data
Transportation
2. Enter schedule type RF0I and choose the Continue pushbutton.
3. Enter the following data:
Field
Value
Schedule Description
RF_41978-55989 (Toronto – Chicago)
Valid From
<current year>–01–01
Valid To
<next year>–12–31
Shipping Type
30 - Intermodal
Transportation Mode
02 - Rail
Means of Transport
RF-TRAIN
Carrier
RF-CR-CN
Weight
8,000 TO
Quantity
400 teu
4. Create a standard stop sequence by adding the following locations (choose the Create
pushbutton to add line to the table):
Field
Value
Value
Sequence
10
20
Location
RF_41978
RF_55989
Cargo Cut Off (Offset in Days)
0
Blank
© SAP AG
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Cargo Cut-Off Time
04:00:00
Blank
Transit Duration (Hours)
7
Blank
Transit Duration (Minutes)
41
Blank
Days to Availability
Blank
0
Availability Time
Blank
0
5. Create departures by adding the following departure rule in the Departure Rules screen
area (choose the Create pushbutton to add an entry):
Field
Value
First Day of Validity
<current year>–<current month>–01
Last Day of Validity
<next year>–12–31
Departure Days
Monday, Tuesday, Wednesday,
Thursday, Friday
Departure Time
13:40:00
Time Zone
EST
6. Select the departure rule and choose Generate Departures. Departures are automatically
added to the Departures tab page.
7. Save your entries.
Schedule RF-66001-35100 (Chicago – Houston)
1. In SAP NetWeaver Business Client (NWBC), choose
Network Schedule Create Schedule .
Master Data
Transportation
2. Enter schedule type RF0S and choose the Continue pushbutton.
3. Enter the following data:
Field
Value
Schedule Description
RF-66001-35100 (Chicago – Houston)
Valid From
<current year>–01–01
Valid To
<next year>–12–31
Shipping Type
30 - Intermodal
Transportation Mode
02 - Rail
Means of Transport
RF-TRAIN-E
Carrier
RF-CR-BURL
Weight
8,000 TO
© SAP AG
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400 teu
Quantity
4. Create a standard stop sequence by adding the following locations (choose the Create
pushbutton to add line to the table):
Field
Value
Value
Sequence
10
20
Location
RF_66001
RF_35100
Cargo Cut Off (Offset in Days)
0
Blank
Cargo Cut-Off Time
04:00:00
Blank
Transit Duration (Hours)
16
Blank
Transit Duration (Minutes)
52
Blank
Days to Availability
Blank
0
Availability Time
Blank
0
5. Create departures by adding the following departure rule in the Departure Rules screen
area (choose the Create pushbutton to add an entry):
Field
Value
First Day of Validity
<current year>–<current month>–01
Last Day of Validity
<next year>–12–31
Departure Days
Every day
Departure Time
12:00:00
Time Zone
CST
6. Select the departure rule and choose Generate Departures. Departures are automatically
added to the Departures tab page.
7. Save your entries.
Schedule RF-41978-626200 (Toronto – Oklahoma City)
1. In SAP NetWeaver Business Client (NWBC), choose
Network Schedule Create Schedule .
Master Data
Transportation
2. Enter schedule type RF0S and choose the Continue pushbutton.
3. Enter the following data:
Field
Value
Schedule Description
RF-41978-626200 (Toronto – Oklahoma
City)
© SAP AG
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Valid From
<current year>–01–01
Valid To
<next year>–12–31
Shipping Type
30 - Intermodal
Transportation Mode
02 - Rail
Means of Transport
RF-TRAIN-E
Carrier
RF-CR-BURL
Weight
8,000 TO
Quantity
400 teu
4. Create a standard stop sequence by adding the following locations (choose the Create
pushbutton to add line to the table):
Field
Value
Value
Sequence
10
20
Location
RF_41978
RF_626200
Cargo Cut Off (Offset in Days)
0
Blank
Cargo Cut-Off Time
04:00:00
Blank
Transit Duration (Hours)
19
Blank
Transit Duration (Minutes)
20
Blank
Days to Availability
Blank
0
Availability Time
Blank
04:00:00
5. Create departures by adding the following departure rule in the Departure Rules screen
area (choose the Create pushbutton to add an entry):
Field
Value
First Day of Validity
<current year>–<current month>–01
Last Day of Validity
<next year>–12–31
Departure Days
Every day
Departure Time
14:15:00
Time Zone
EST
6. Select the departure rule and choose Generate Departures. Departures are automatically
added to the Departures tab page.
7. Save your entries.
© SAP AG
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Schedule RF-626200-35100 (Oklahoma City – Houston)
1. In SAP NetWeaver Business Client (NWBC), choose
Network Schedule Create Schedule .
Master Data
Transportation
2. Enter schedule type RF0S and choose the Continue pushbutton.
3. Enter the following data:
Field
Value
Schedule Description
RF-626200-35100 (Oklahoma City Houston)
Valid From
<current year>–01–01
Valid To
<next year>–12–31
Shipping Type
30 - Intermodal
Transportation Mode
02 - Rail
Means of Transport
RF-TRAIN-E
Carrier
RF-CR-BURL
Weight
8,000 TO
Quantity
400 teu
4. Create a standard stop sequence by adding the following locations (choose the Create
pushbutton to add line to the table):
Field
Value
Value
Sequence
10
20
Location
RF_626200
RF_35100
Cargo Cut Off (Offset in Days)
0
Blank
Cargo Cut-Off Time
04:00:00
Blank
Transit Duration (Hours)
5
Blank
Transit Duration (Minutes)
40
Blank
Days to Availability
Blank
0
Availability Time
Blank
04:00:00
5. Create departures by adding the following departure rule in the Departure Rules screen
area (choose the Create pushbutton to add an entry):
Field
Value
First Day of Validity
<current year>–<current month>–01
© SAP AG
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Last Day of Validity
<next year>–12–31
Departure Days
Every day
Departure Time
11:50:00
Time Zone
CST
6. Select the departure rule and choose Generate Departures. Departures are automatically
added to the Departures tab page.
7. Save your entries.
© SAP AG
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8.7 Defining Truck Schedules
For the daily feeder trucks between the yards Chicago Heights (Continental Rail) and Chicago Im
EX (Burlington), you require schedules so that you can plan the cross-town stages. In SAP TM,
these schedules are based on schedule type RF0T (“Scheduled Truck”).
Currently, this schedule is in place as a workaround because automatic planning is unable to run
the routing proposals with trucks planned from transportation lanes.
Procedure
Schedule RF-55989-66001 (Cross-Town Chicago)
1. In SAP NetWeaver Business Client (NWBC), choose
Network Schedule Create Schedule .
Master Data
Transportation
2. Enter schedule type RF0T and choose the Continue pushbutton.
3. Enter the following data:
Field
Value
Schedule Description
RF-55989-66001 (Cross Town Chicago)
Valid From
<current year>–01–01
Valid To
<next year>–12–31
Shipping Type
30 - Intermodal
Transportation Mode
01 - Road
Means of Transport
RF-TRUCK-S
Carrier
RF-CR-01
Weight
40 TO
Quantity
2 teu
4. Create a standard stop sequence by adding the following locations (choose the Create
pushbutton to add line to the table):
Field
Value
Value
Sequence
10
20
Location
RF_55989
RF_66001
Cargo Cut Off (Offset in Days)
0
Blank
Cargo Cut-Off Time
01:00:00
Blank
Distance
37 KM
Blank
Transit Duration (Minutes)
40
Blank
© SAP AG
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Days to Availability
Blank
0
Availability Time
Blank
0
5. Create departures by adding the following departure rule in the Departure Rules screen
area (choose the Create pushbutton to add an entry):
Field
Value
First Day of Validity
<current year>–<current month>–01
Last Day of Validity
<next year>–12–31
Departure Days
Every day
Departure Time
09:00:00
Time Zone
CST
6. Select the departure rule and choose Generate Departures. Departures are automatically
added to the Departures tab page.
7. Save your entries.
© SAP AG
77
9 Resources
In SAP Transportation Management, you must define resources including the vehicle and carrier
resources.
Activities

Defining Vehicle Resources [Page 79]

Defining Railcar Resources [Extern]
© SAP AG
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9.1 Defining Vehicle Resources
Procedure
1. In SAP NetWeaver Business Client (NWBC), choose
Define Resource .
Master Data
Resources
2. On the initial screen, enter RF-TRUCK-01 in the Resource field and specify the resource
type as 09 (vehicle resource).
3. Choose the Create Resources pushbutton.
4. On the 0 Vehicle tab page, enter the following data in the table:
Field
Value
Location
Blank
Means of Transport
RF_TRUCK
Time Zone
CST
Continuous Dimension
AAAADL
Factory Calendar
US
Capacity
2
Unit
TEU
5. On the General Data tab page, enter the following data:
Field
Value
Passive Means of Transport
Deselect
Number of Individual Resources
0
Multiresource
Select
6. On the Capacity tab page, enter the following data
Field
Value
Continuous Dimension
Mass
Capacity
30
Unit
TO
7. Save your entries.
© SAP AG
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10 Setup of Dangerous Goods
Activities

Defining Dangerous Goods User Interface Profile [Page 81]

Defining Common Settings for Dangerous Goods [Page 84]

Defining Dangerous Goods Profile [Page 85]

Specifying Business Context [Page 86]

Defining Segregation Keys [Page 87]

Defining Responses [Page 88]

Specifying Segregation Rules for Segregation Keys [Page 89]

Specifying Number Ranges for Phrases [Page 90]

Specifying Phrase Libraries and Phrase Groups [Page 91]

Specifying Language Selection [Page 92]

Editing Dangerous Goods Phrases [Page 93]

Editing Phrase Sets [Page 94]

Activating Phrase Assignment [Page 95]

Editing Phrase Set-Attribute Assignments [Page 96]

Defining Products for Dangerous Goods Master [Page 97]

Specifying Validity Area [Page 98]

Specifying Dangerous Goods Regulations [Page 99]

Specifying Dangerous Goods Classes and Classification Codes [Page 100]

Creating Dangerous Goods Master [Page 101]
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10.1 Defining Dangerous Goods User Interface Profile
In this procedure, you define user interface (UI) profiles for processing dangerous goods. You can
add these UI profiles to the item type used in your forwarding order type. In this way, you can
specify which dangerous goods fields can be used in the forwarding order.
Procedure
1. In SAP NetWeaver Business Client (NWBC), choose Application Administration
General Settings Define UI-Profile for Document-Based Dangerous Goods Data .
2. Choose New and enter the new UI profile RF_DG_UI_01 with the description Rail
Freight - Dangerous Goods UI Profile.
3. Choose UI Group Titles and then choose Append Row to create the following lines:
o
Descriptions
o
Substance Rating
o
Labeling
o
Classification
o
Substance Properties
o
Transport Restrictions
4. Choose OK to save your entries.
5. In the UI Group and Fields section, choose Insert to insert new UI groups and choose all
of UI groups created above and add them to the table.
6. In the UI Group and Fields section, highlight the group Descriptions, and then choose
Insert New Field.
7. Add the following fields with regulation CFR:
o
DG_DESCRIPTION_TEXT
o
PDGNUD
o
PDGNUDPRE
o
PDGNUDSUF
8. In the UI Group and Fields section, highlight the group Substance Rating, and then
choose Insert New Field.
9. Add the following fields with regulation CFR:
© SAP AG
o
ENU
o
EMSN1
o
FLG_EMSN1_U
81
o
EMSN2
o
FLG_EMSN2_U
o
COWE
10. In the UI Group and Fields section, highlight the group Labeling, and then choose Insert
New Field.
11. Add the following fields with regulation IMDG:
o
HNU
o
HPN1
o
HPN2
o
HPN3
o
HPN4
o
HPN5
o
HPN6
o
HPN7
12. In the UI Group and Fields section, highlight the group Classification and then choose
Insert New Field.
13. Add the following fields with regulation CFR:
o
DGCL
o
DGSC
o
PIN
o
DGRES1
o
DGRES2
o
DGRES3
o
CARR_TYPE
14. In the UI Group and Fields section, highlight the group Substance Properties, and then
choose Insert New Field.
15. Add the following fields with regulation CFR:
o
FLTMP
o
TPFUN
16. In the UI Group and Fields section, highlight the group Transport Restrictions, and then
choose Insert New Field.
17. Add the following fields with regulation CFR:
© SAP AG
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© SAP AG
o
TRANSP_TYPE
o
DGCAO
83
10.2 Defining Common Settings for Dangerous Goods
In this Customizing activity, you define general settings for dangerous goods processing in SAP
TM.
Procedure
1. In Customizing for SAP TM, choose Basic Functions
Common Settings for Dangerous Goods Processing .
Dangerous Goods
Define
2. Enter the following data:
DG Activate
Strategy for DG
Chk
DG Print Strat.
DG Activate
FUB
DG Activate
VSR
Selected
DG_EHS_CHK
DG_EHS_PRT
Selected
Selected
3. Save your entries.
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10.3 Defining Dangerous Goods Profile
In this Customizing activity, you define profiles for processing dangerous goods. The Only Errors
Read and All Messages Read profiles are provided. You define general conditions for processing
dangerous goods, for example, by specifying which messages are allowed to process certain
dangerous goods or whether you are permitted to define dangerous goods manually.
You assign the profile when you define business object types for freight units or freight orders.
You can also specify the default modes of transport that have to be used for the dangerous goods
check in case the information is not available in the business document.
Procedure
1. In Customizing for SAP Transportation Management, choose Transportation
Management Basic Functions Dangerous Goods Define Dangerous Goods Profile
.
2. Enter the following data:
Field
Value
DG Profile
RF_DG_01
Short Desc.
Dangerous Goods Profile - Rail
Freight
Message Level
2 – Errors and Warnings
Default MOT
02 (Rail)
DG UI Profile
RF_DG_UI_01
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10.4 Specifying Business Context
In this procedure, you specify business contexts and assign them dangerous goods check
schemas.
You use the business context to specify in which context a dangerous goods check schema is
called. Depending on the business context, different or additional data can be read within the
read module of the dangerous goods check schema.
Procedure
1. In Customizing for SAP Transportation Management, choose SCM Basis EH&S
Services Dangerous Goods Management Dangerous Goods Checks and Dangerous
Goods Documents Common Settings Specify Business Context .
2. Enter the following data:
Bus. Cont.
Desc. Bus. Context
DG Check Schema
TORFU
TM Freight Unit
1
TORTO
TM Freight Order
1
TORBO
TM Freight Booking
1
3. Save your entries.
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10.5 Defining Segregation Keys
In this Customizing activity, you specify segregation keys for the mixed loading checks.
Procedure
1. In Customizing for SAP TM, choose SAP Transportation Management SCM Basis
EH&S Services Dangerous Goods Management Dangerous Goods Checks and
Dangerous Goods Documents Dangerous Goods Checks Specify Settings for Mixed
Loading Checks Specify Segregation Keys .
2. Enter the following data:
Regulation
Segr. Key
Description of Segregation
Key
CFR
3.1
Gas
CFR
4.1
Explosive
CFR
4.2
Flammable
CFR
5.1
Radioactive
3. Save your entries.
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10.6 Defining Responses
In this Customizing activity, you define responses that are used in the segregation rules for the
following:

Segregation keys

Enterprise-specific mixed loading groups
Procedure
1. In Customizing for SAP Transportation Management, choose SCM Basis EH&S
Services Dangerous Goods Management Dangerous Goods Checks and Dangerous
Goods Documents Dangerous Goods Checks Specify Settings for Mixed Loading
Checks Specify Responses .
2. Enter the following data:
Response
Desc. of Response
Message
Class
Msg
No.
Resp.
Type
E1
Error: Mixed loading not
allowed
/SEHS/DG_DG
687
E
3. Save your entries.
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10.7 Specifying Segregation Rules for Segregation Keys
In this Customizing activity, you specify segregation rules for the segregation keys. The
segregation rules are a regulation-dependent decision matrix in which you specify the
combinations of segregation keys that are prohibited or permitted.
Procedure
1. In Customizing for SAP Transportation Management, choose SCM Basis EH&S
Services Dangerous Goods Management Dangerous Goods Checks and Dangerous
Goods Documents Dangerous Goods Checks Specify Settings for Mixed Loading
Checks Specify Segregation Rules for Segregation Keys .
2. Enter the following data:
DG Regulation
Segr. Key
Segr. Key
Response
CFR
3.1
4.1
E1
CFR
3.1
4.2
E1
3. Save your entries.
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10.8 Specifying Number Ranges for Phrases
In this Customizing activity, you define number ranges for phrase keys. Each phrase is uniquely
identified by a phrase key within one client.
Procedure
1. In Customizing for SAP Transportation Management, choose SCM Basis
Services Phrase Management Specify Number Ranges for Phrases .
EH&S
2. Enter the following data:
No.
From Number
To Number
Ext
0E
000000000000001
500000000000000
x
Make sure that your number range does not overlap with existing number ranges in this
table.
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10.9 Specifying Phrase Libraries and Phrase Groups
In this Customizing activity, you define phrase libraries and the corresponding phrase groups.
Make sure that one phrase library is defined as an active library.
Procedure
1. In Customizing for SAP Transportation Management, choose SCM Basis EH&S
Services Phrase Management Specify Phrase Libraries and Phrase Groups .
2. Enter the following data:
PhrLib
Description for Phrase
Library
Active Library
CUST
Customer Phrase
Library
Select
3. Specify the following phrase groups for your phrase library:
Phrase Library
Phr. Lib. Desc.
Phrase Group
Desc. of Phrase
Group
CUST
Customer Phrase
Library
DG-TEXT
Output of
Dangerous Goods
Documents/EDI
CUST
Customer Phrase
Library
RMS-PROC
RM: Process
Parameters
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10.10 Specifying Language Selection
In this Customizing activity, you specify the languages that you can use for phrases in EH&S
Services.
Procedure
1. In Customizing for SAP Transportation Management, choose SCM Basis
Services Phrase Management Specify Language Selection .
EH&S
Enter the following data:
L
Name of Language
Sort
EN
English
1
DE
German
2
2. Save your entries.
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10.11 Editing Dangerous Goods Phrases
Procedure
1. In SAP NetWeaver Business Client, choose Master Data
Management Phrase Management Edit Phrases .
Dangerous Goods
2. Enter the following data:
Phrase
Phrase
Group
Language
key
Phrase Text
CUST000000000000001
DG-TEXT
EN
Dangerous Goods Phrase
CUST400000000000000
DG-TEXT
EN
Dangerous Goods Phrase with
Long Text
Library-No.
3. Save your entries.
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10.12 Editing Phrase Sets
Procedure
1. In SAP NetWeaver Business Client, choose Master Data
Management Phrase Management Edit Phrase Sets .
Dangerous Goods
2. Enter the following data:
Phrase Set
Language Key
Phrase Set Name
RF_PHRASE_SET
EN
Phrase Set - Rail
Freight
3. Assign phrases CUST-000000000000001 and CUST-400000000000000 to the phrase
set by choosing the Phrase Assignment pushbutton and entering the phrases.
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10.13 Activating Phrase Assignment
Procedure
1. In Customizing for SAP Transportation Management, choose SCM Basis EH&S
Services Dangerous Goods Management Dangerous Goods Master Activate
Phrase Assignment .
2. Select Attribute Activation and choose Execute.
© SAP AG
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10.14 Editing Phrase Set-Attribute Assignments
Procedure
1. In SAP NetWeaver Business Client, choose Master Data Dangerous Goods
Management Phrase Management Edit Phrase Set-Attribute Assignment .
2. Choose DGTMD (DG: Dangerous Goods Master).
3. Assign phrase set RF_PHRASE_SET to field name PDGNUD.
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10.15 Defining Products for Dangerous Goods Master
Procedure
1. In SAP NetWeaver Business Client (NWBC), choose
Product .
Master Data
General
Define
2. Enter product RF_PROD_DG, choose Global Data, and click Create.
3. Enter the product description ALUMINUM PHOSPHIDE and the base unit of measure KG.
4. On the Storage tab page, enter the dangerous goods indicator profile GPP.
5. Save your entries.
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10.16 Specifying Validity Area
Procedure
1. In Customizing for SAP Transportation Management, choose
Services Basic Services Specify Validity Areas .
SCM Basis
EH&S
2. Choose the New Entries pushbutton and enter the following data:
VAreaCat
Val. Area
Description for Validity Area
REGION
CA
Canada
3. Save your entries.
© SAP AG
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10.17 Specifying Dangerous Goods Regulations
In this Customizing activity, you assign dangerous goods regulations to a validity area and a
means of transport.
Procedure
1. In Customizing for SAP Transportation Management, choose SCM Basis EH&S
Services Dangerous Goods Management Dangerous Goods Master Specify
Dangerous Goods Regulations .
2. Choose New Entries and enter the following data:
DG Regulation
Validity Area
ModeTransCat
NamDGRegulati
on
Lang. Forw.Ctry
TDG
CA
2
49.CFR
Select
3. Save your entries.
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10.18 Specifying Dangerous Goods Classes and
Classification Codes
Procedure
1. In Customizing for SAP Transportation Management, choose SCM Basis EH&S
Services Dangerous Goods Management Dangerous Goods Master Specify
Dangerous Goods Classes and Classification Codes .
2. Choose the New Entries pushbutton and enter the following data:
DG
regulation
Class
Desc. DG Class
ItNo.EmpTransp
ARD
4.3
Substances that emit flammable gases
when in contact with water
41
3. Save your entries.
4. Select Classification Code from the navigation structure.
5. Choose the New Entries pushbutton and enter the following data:
Code
Description of Classification Code
a
Very Dangerous
b
Dangerous
c
Less Dangerous
6. Save your entries.
7. Repeat the above steps for dangerous goods regulation TDG.
© SAP AG
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10.19 Creating Dangerous Goods Master
Procedure
1. In SAP NetWeaver Business Client (NWBC), choose Master Data Dangerous Goods
Management Dangerous Goods Master Edit Dangerous Goods Master .
2. Enter product RF_PROD_DG and DG regulation CFR, and then press ENTER.
3. On the Classification tab page, double click the item line and enter the following data in
the table:
Field
Value
Type
UN
ID no.
1397
Description
CUST-000000000000001
Class
4.3
Subclass
4.3
Packing Group
I
4. On the Substance Rating tab page, enter the following data in the table:
Field
Value
Tremcard No.
1234
MFAG Number 1
45
EmS/ERG Number 1
23
5. On the Substance Properties tab page, enter the following data in the table:
Field
Value
Flashpoint
56
UoM
°C
6. On the Transport Restrictions tab page, enter the following data in the table:
Field
Value
Transport Category
I
Multiplication Factor
3
Exemption
333
UoM
KG
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7. On the Mixed Loading tab page, enter the following data in the table:
Field
Value
Seg. Key 1
4.2 (Flammable)
8. Save your entries.
9. Return to the initial screen and set the processing status to 10 (Released).
© SAP AG
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11 Charge Management
Configuration of Charge Management involves configuring the following activities:

Defining Charge Types [Page 104]

Defining Conditions for Rate Table Determination [Page 106]

Defining Transportation Activities for Tracking and Tracing [Page 107]

Defining Event Profiles [Page 108]
It also involves configuring organizational settings for Charge Management (see Configuration of
Organizational Settings for Charge Management [Page 151]).
© SAP AG
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11.1 Defining Charge Types
In this procedure, you define additional charge types that you can assign to calculation sheets
and rate tables that are specific to this scenario.
Procedure
1. In Customizing for SAP Transportation Management, choose Transportation
Management Basic Functions Charge Calculation Basic Settings for Charge
Calculation Define Charge Types .
2. Create the following entries:
Charge Type
Charge
Category
Description
Charge
Subcategory
Positive
/
Negative
Value
Type
Leading
Charge
Type
RF_BASE
004
Basic
Freight
100000
Positive
Value
A
Absolute
Select
Rail Basic
Rate
RF_CUSD
002
Additional
Charges
RF-SUP
Default
Default
Not
selected
Customs
Formalities
Destination
Country
RF_CUSF
002
Additional
Charges
RF-SUP
Default
Default
Not
selected
Customs
Formalities
Forwarding
Country
RF_CUST
002
Additional
Charges
RF-SUP
Default
Default
Not
selected
Customs
Formalities
Transit
Country
RF_ECC
004
Basic
Freight
100000
Positive
Value
A
Absolute
Not
selected
Export
Customs
Clearance
per Shipment
RF_FUEL_MI
004
Basic
Freight
103008
Positive
Value
A
Absolute
Not
selected
Fuel
Surcharge
per Mile
RF_GIF
004
Basic
Freight
100000
Positive
Value
A
Absolute
Not
selected
Goods
Inspection
Fee per
Shipment
RF_INSP
002
Additional
Charges
RF-SUP
Default
Default
Not
selected
Insurance
Premium
RF_INVF
002
Additional
Charges
RF-SUP
Default
Default
Not
selected
Invoice
Forwarding,
Fixed
© SAP AG
TrM
Category
Description
104
RF_I_DG
002
Additional
Charges
RF-SUP
Default
Default
Not
selected
Intermodal
DG
surcharge
RF_CUS_IMP
002
Additional
Charges
RF-SUP
Default
Default
Not
selected
Rail
Supplemental
Charges
RF_LFTD
002
Additional
Charges
RF-SUP
Default
Default
Not
selected
Rail
Lifting at
destination
RF_LFTF
002
Additional
Charges
RF-SUP
Default
Default
Not
selected
Rail
Lifting at
origin
RF_RCCL
002
Additional
Charges
RF-SUP
Default
Default
Not
selected
Rail
Railcar
Cleaning
RF_REV_SPLIT
004
Basic
Freight
RF-REV
Default
Default
Revenue
Split
RF_SWTCH_C
002
Additional
Charges
RF-SUP
Default
Default
Customer
Switch
RF_SWTCH_Y
002
Additional
Charges
RF-SUP
Default
Default
Yard Switch
RF_WEIG
002
Additional
Charges
RF-SUP
Default
Default
Weighing
© SAP AG
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11.2 Defining Conditions for Rate Table Determination
Procedure
1. In SAP NetWeaver Business Client, choose
Settings Conditions Create Condition .
Application Administration
General
2. Enter the following data:
Field
Value
Condition
RF_I_DG
Description
Rail Freight Intermodal DG
Condition Type
TCM_PRECON
Origin of Condition
Condition Based on BRFplus Decision Table
3. Choose Data Access Definition and then Create.
4. In the Business Object Based Data Access Definition screen area, enter the following
data:
Field
Value
Column Positionin BRFplus Decision Table
10
Data Access Definition for Consitions
DANGEROUS_GOODS_TCMC
Data Object Description
Dangerous Goods Indicator
Data Elelment Used for Input Help
BOOLEAN
5. Choose Back.
6. Enter the following data in the BRFplus table:
Dangerous Goods Indicator
TRUE
X (true)
X (true)
7. Save your entries.
© SAP AG
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11.3 Defining Transportation Activities for Tracking and
Tracing
Procedure
1. In Customizing for SAP Transportation Management, choose Transportation
Management Integration Tracking and Tracing of Processes and Documents
Transportation Activities for Tracking and Tracing .
Define
2. Choose the Event for Business Document folder.
3. Choose New Entries.
4. Enter the following data:
Field
Value
Value
Event
RF_SWTCH_C
RF_SWTCH_Y
Description
Customer Switch
Yard Switch
Transp Act
99
99
Stop Cat
O - Stop with Change
of Main Resource Outbound
O - Stop with Change
of Main Resource Outbound
5. Select the line items freshly created one by one and select folder Assignment of Events
to Business Object.
6. Assign both events to business object FO Freight Order.
© SAP AG
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11.4 Defining Event Profiles
Event profiles contain the data to determine if and how posted events trigger the calculation of
predefined charges.
Procedure
1. In Customizing for SAP Transportation Management, choose Transportation
Management Basic Functions Charge Calculation Basic Settings Define Event
Profiles .
2. Choose the New Entries pushbutton.
3. Enter the following data:
Field
Value
Value
Value
Evnt Prof.
RF0I
RFIN
RFSC
Description
FWO Rail
Intermodal
FRO Rail
Intermodal
Internal
FRO Rail
Intermodal
Interline
4. Select item RF0I and select folder Define Event Assignments.
5. Enter the following data:
Field
Value
Value
Charge Type
RF_SWTCH_C
RF_SWTCH_Y
Event
RF_SWTCH_C
RF_SWTCH_Y
Event Sts
N Unexpected Event
N Unexpected Event
FWO CC
Select
Select
FO CC
Select
Select
6. Save your entries.
7. Select item RFIN and select folder Define Event Assignments.
8. Enter the following data:
Field
Value
Value
Charge Type
RF_SWTCH_C
RF_SWTCH_Y
Event
RF_SWTCH_C
RF_SWTCH_Y
Event Sts
N Unexpected Event
N Unexpected Event
FWO CC
Select
Select
FO CC
Select
Select
© SAP AG
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9. Save your entries.
10. Select item RFSC and select folder Define Event Assignments.
11. Enter the following data:
Field
Value
Value
Charge Type
RF_SWTCH_C
RF_SWTCH_Y
Event
RF_SWTCH_C
RF_SWTCH_Y
Event Sts
N Unexpected Event
N Unexpected Event
FWO CC
Select
Select
FO CC
Select
Select
12. Save your entries.
© SAP AG
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12 Rate Tables and Calculation Sheets
You must create the following objects as building blocks for forwarding agreements, freight
agreements, and internal agreements:

Rate Tables [Page 111]

Calculation Sheets [Page 121]
© SAP AG
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12.1 Rate Tables
In this scenario, the following rate tables are used:
Rate Table
Purpose
RF_I_CU_001
Forwarding Agreement: Halifax – Houston
(Intermodal)
RF_CR_BURL_01
Freight Agreement: Chicago – Houston (Rail)
RF_CR_001
Freight Agreement: Halifax – Toronto –
Chicago (Rail)
© SAP AG
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12.1.1 Defining Rate Table for Forwarding
Agreement with Customer RF-CU-01
Procedure
1. In SAP NetWeaver Business Client (NWBC), choose Master Data Charge
Management and Service Product Catalogs Rate Tables Create Rate Table Definition
.
2. Choose Continue without entering a rate table template.
3. On the General Data tab page, enter the following data:
Field
Description
Value
Rate Table
Unique identifier for the rate
table
RF_I_CU_001
Description
Description of the table
Rail Intermodal
Through Rate
Charge Usage
This indicator identifies in
which situation this rate table
can be used. It can be used
for Customer Billing integration
and/or Supplier Invoice
integration, or neither.
Customer
Charge Type
This is where the charge type
is linked for integration with
SAP ERP.
RF_BASE
Charge Category
This defaults from the charge
type definition above.
004
Charge Subcategory
This defaults from the charge
type definition above.
100000 - Freight
Charges
Positive/Negative
This defaults from the charge
type definition above.
Positive or Negative
Value
Value
This defaults from the charge
type definition above.
Absolute Value
Lead Charge Type
Indicates the charge type that
must have a value for the
system to consider the
calculation sheet for charge
calculation.
Select
Rate Table Type
Rate table type
1000
Organization Name
Contracting sales organization
RF_SORG_01
4. In the table for the scales, choose Insert and enter the following data:
© SAP AG
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Field
Description
Value
Dimension
In the rate table, this defines a
row (x-axis) or a column (yaxis). You can have multiple
scales (up to 9) in a rate table.
1 for the first scale (regionbased)
Reference Scale
Assign the scales for all
carriers defined above. This
enables the entries in the rate
table as in the sequence.
Blank
Calculation Base
This determines how the
values are stored and
determined for this dimension.
There are predefined sources
of information based on the
object.
SOURCELOC
Scale Type
Manually defined or defaults
from the reference scale
definition above.
Same Scale (=)
Scale Unit of Measure
Manually defined or defaults
from the reference scale
definition above.
Blank
Minimum Value
Minimum value
Not selected
Maximum Value
Maximum value
Not selected
Calculation Type
Determines how the system
calculates charges with the
scale
Absolute
Rounding Profile
Rounding profile
Blank
5. Once you have entered the data, select each new row in the table and choose the Add
Scale pushbutton.
6. In the table for the scales, choose Insert and enter the following data:
Field
Description
Value
Dimension
In the rate table, this defines a
row (x-axis) or a column (yaxis). You can have multiple
scales (up to 9) in a rate table.
2 for the second scale (regionbased)
Reference Scale
Assign the scales for all
carriers defined above. This
enables the entries in the rate
table as in the sequence.
Blank
Calculation Base
This determines how the
values are stored and
determined for this dimension.
DESTLOC
© SAP AG
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There are predefined sources
of information based on the
object.
Scale Type
Manually defined or defaults
from the reference scale
definition above.
Same Scale (=)
Scale Unit of Measure
Manually defined or defaults
from the reference scale
definition above.
Blank
Minimum Value
Minimum value
Not selected
Maximum Value
Maximum value
Not selected
Calculation Type
Determines how the system
calculates charges with the
scale
Absolute
Rounding Profile
Rounding profile
Blank
7. Once you have entered the data, select each new row in the table and choose the Add
Scale pushbutton.
8. In the table for the scales, choose Insert and enter the following data:
Field
Description
Value
Dimension
In the rate table, this defines a
row (x-axis) or a column (yaxis). You can have multiple
scales (up to 9) in a rate table.
3 for the third scale (regionbased)
Reference Scale
Assign the scales for all
carriers defined above. This
enables the entries in the rate
table as in the sequence.
Blank
Calculation Base
This determines how the
values are stored and
determined for this dimension.
There are predefined sources
of information based on the
object.
EQUIP_TYPE
Scale Type
Manually defined or defaults
from the reference scale
definition above.
Same Scale (=)
Scale Unit of Measure
Manually defined or defaults
from the reference scale
definition above.
Blank
Minimum Value
Minimum value
Not selected
Maximum Value
Maximum value
Not selected
© SAP AG
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Calculation Type
Determines how the system
calculates charges with the
scale
Absolute
Rounding Profile
Rounding profile
Blank
9. Once you have entered the data, select each new row in the table and choose the Add
Scale pushbutton.
10. In the table for the scales, choose Insert and enter the following data:
Field
Description
Value
Dimension
In the rate table, this defines a
row (x-axis) or a column (yaxis). You can have multiple
scales (up to 9) in a rate table.
4 for the fourth scale (regionbased)
Reference Scale
Assign the scales for all
carriers defined above. This
enables the entries in the rate
table as in the sequence.
Blank
Calculation Base
This determines how the
values are stored and
determined for this dimension.
There are predefined sources
of information based on the
object.
OWNERSHIP_TYPE
Scale Type
Manually defined or defaults
from the reference scale
definition above.
Same Scale (=)
Scale Unit of Measure
Manually defined or defaults
from the reference scale
definition above.
Blank
Minimum Value
Minimum value
Not selected
Maximum Value
Maximum value
Not selected
Calculation Type
Determines how the system
calculates charges with the
scale
Absolute
Rounding Profile
Rounding profile
Blank
11. Save your entries.
12. Choose the Dates and Values tab page and then the Insert pushbutton.
13. Enter the following data:
Field
Description
Value
Valid From
Date from which the rate table
<current year>–01–01
© SAP AG
115
is valid
Valid To
Date to which the rate table is
value
<next year>–12–31
Aggreg. Rate Description
Aggregated rate description
Blank
Currency
A currency that is applicable
for this rate table
CAD
14. Select the new row. A table appears in which you can enter the rates.
15. On the Rates tab page, choose Insert and enter the following data:
Source
Location ( = )
Destination
Location ( = )
Equipment
Type ( = )
Ownership
type ( = )
Currency
Value
RF_12605
RF_35100
20G0
R
CAD
1550.00
RF_12605
RF_35100
20G0
S
CAD
1650.00
RF_12605
RF_35100
20G1
R
CAD
1560.00
RF_12605
RF_35100
20G1
S
CAD
1660.00
RF_12605
RF_66001
20G0
R
CAD
1140.00
RF_12605
RF_66001
20G0
S
CAD
1240.00
RF_12605
RF_66001
20G1
R
CAD
1200.00
RF_12605
RF_66001
20G1
S
CAD
1260.00
16. Once you have entered your data, release the rate table by choosing the Release
pushbutton.
17. Save your entries.
© SAP AG
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12.1.2 Defining Rate Table for Freight Agreement
with Carrier RF-CR-BURL
Procedure
1. In SAP NetWeaver Business Client (NWBC), choose Master Data Charge
Management and Service Product Catalogs Rate Tables Create Rate Table Definition
.
2. Choose Continue without entering a rate table template.
3. On the General Data tab page, enter the following data:
Field
Description
Value
Rate Table
Unique identifier for the rate
table
RF_CR_BURL_01
Description
Description of the table
Railcar-Based Freight
Charge Usage
This indicator identifies in
which situation this rate table
can be used. It can be used
for Customer Billing integration
and/or Supplier Invoice
integration, or neither.
Customer and Service
Provider
Charge Type
This is where the charge type
is linked for integration with
SAP ERP.
FB00
Charge Category
This defaults from the charge
type definition above.
004
Charge Subcategory
This defaults from the charge
type definition above.
100000 - Freight
Charges
Positive/Negative
This defaults from the charge
type definition above.
Positive Value
Value
This defaults from the charge
type definition above.
Absolute Value
4. In the table for the scales, choose Insert and enter the following data:
Field
Description
Value
Calculation Base
This determines how the
values are stored and
determined for this dimension.
There are predefined sources
of information based on the
object.
SOURCELOC
© SAP AG
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Scale Type
Manually defined or defaults
from the reference scale
definition above.
Same Scale (=)
5. In the table for the scales, choose Insert and enter the following data:
Field
Description
Value
Calculation Base
This determines how the
values are stored and
determined for this dimension.
There are predefined sources
of information based on the
object.
DESTLOC
Scale Type
Manually defined or defaults
from the reference scale
definition above.
Same Scale (=)
6. Once you have entered the data, select each new row in the table and choose the Add
Scale pushbutton.
7. Save your entries.
8. Choose the Dates and Values tab page and then the Insert pushbutton.
9. Enter the following data:
Field
Description
Value
Valid From
Date from which the rate table
is valid
<current year>–01–01
Valid To
Date to which the rate table is
value
<next year>–12–31
Aggreg. Rate Description
Aggregated rate description
Blank
Currency
A currency that is applicable
for this rate table
CAD
10. Select the new row. A table appears in which you can enter the rates.
11. On the Rates tab page, choose Insert and enter the following data:
Source Location
Destination Location
Currency
Value
RF_66001
RF_35100
CAD
320.00
12. Once you have entered your data, release the rate table by choosing the Release
pushbutton.
13. Save your entries.
© SAP AG
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12.1.3 Defining Rate Table for Freight Agreement
with Carrier RF-CR-CN
Procedure
1. In SAP NetWeaver Business Client (NWBC), choose Master Data Charge
Management and Service Product Catalogs Rate Tables Create Rate Table Definition
.
2. Choose Continue without entering a rate table template.
3. On the General Data tab page, enter the following data:
Field
Description
Value
Rate Table
Unique identifier for the rate
table
RF_CR_001
Description
Description of the table
Railcar-Based Freight
Charge Usage
This indicator identifies in
which situation this rate table
can be used. It can be used
for Customer Billing integration
and/or Supplier Invoice
integration, or neither.
Customer and Service
Provider
Charge Type
This is where the charge type
is linked for integration with
SAP ERP.
FB00
Charge Category
This defaults from the charge
type definition above.
004
Charge Subcategory
This defaults from the charge
type definition above.
100000 - Freight
Charges
Positive/Negative
This defaults from the charge
type definition above.
Positive Value
Value
This defaults from the charge
type definition above.
Absolute Value
4. In the table for the scales, choose Insert and enter the following data:
Field
Description
Value
Calculation Base
This determines how the
values are stored and
determined for this dimension.
There are predefined sources
of information based on the
object.
SOURCELOC
© SAP AG
119
Scale Type
Manually defined or defaults
from the reference scale
definition above.
Same Scale (=)
5. In the table for the scales, choose Insert and enter the following data:
Field
Description
Value
Calculation Base
This determines how the
values are stored and
determined for this dimension.
There are predefined sources
of information based on the
object.
DESTLOC
Scale Type
Manually defined or defaults
from the reference scale
definition above.
Same Scale (=)
6. Once you have entered the data, select each new row in the table and choose the Add
Scale pushbutton.
7. Save your entries.
8. Choose the Dates and Values tab page and then the Insert pushbutton.
9. Enter the following data:
Field
Description
Value
Valid From
Date from which the rate table
is valid
<current year>–01–01
Valid To
Date to which the rate table is
value
<next year>–12–31
Aggreg. Rate Description
Aggregated rate description
Blank
Currency
A currency that is applicable
for this rate table
CAD
10. Select the new row. A table appears in which you can enter the rates.
11. On the Rates tab page, choose Insert and enter the following data:
Source Location
Destination Location
Currency
Value
RF_12605
RF_41978
CAD
500
RF_41978
RF_55989
CAD
270
12. Once you have entered your data, release the rate table by choosing the Release
pushbutton.
13. Save your entries.
© SAP AG
120
12.2 Calculation Sheets
The calculation sheets in this scenario are created from within the product catalog and
agreements. You use the calculation sheet templates that are created in this section.
© SAP AG
121
12.2.1 Defining Calculation Sheet Templates
You use calculation sheets to calculate the charges that are incurred for a freight order or
forwarding order.
Procedure
1. In Customizing for SAP Transportation Management, choose Transportation
Management Basic Functions Charge Calculation Basic Settings Templates
Define Calculation Sheet Templates .
2. Choose New Entries and enter the following data:
Field
Value
Calculation Sheet Template
RF_INTERMODAL_DD
Description
Rail Intermodal Door-to-Door
Charge Use
3 Customer and Service Provider
3. Double-click the folder Define Calc. Sheet Template Items and choose New Entries.
4. Enter the following data:
© SAP AG
122
Line
Number
Instruction
Type
Charge
Type
Calculation
Base
Quantity
UoM
Calculation
Resolution
Base
Calculation
Method
Type
Description
Rate Type
Dangerous
Goods
100
STND
Standard
RF_BASE
Not relevant
Not
relevant
Not
relevant
CONTAINER
Standard
Not relevant
Contract
Rate
Not
selected
110
STND
Standard
RF_FUEL_MI
ACTUAL_DIST
1
MI
CONTAINER
Standard
Not relevant
Contract
Rate
Not
selected
120
STND
Standard
RF_I_DG
Not relevant
Not
relevant
Not
relevant
CONTAINER
Standard
Intermodal
DG
Surcharge
Contract
Rate
Select
130
STND
Standard
RF_INSP
Not relevant
Not
relevant
Not
relevant
Not relevant
Standard
Insurance
Premium
Contract
Rate
Not
selected
140
STND
Standard
RF_CUST
Not relevant
Not
relevant
Not
relevant
CONTAINER
Standard
Customs
Origin
Contract
Rate
Not
selected
150
STND
Standard
RF_CUSD
Not relevant
Not
relevant
Not
relevant
CONTAINER
Standard
Customs
Destination
Contract
Rate
Not
selected
160
STND
Standard
RF_CUST
Not relevant
Not
relevant
Not
relevant
CONTAINER
Standard
Customs
Transit
Contract
Rate
Not
selected
170
STND
Standard
RF_INVF
Not relevant
Not
relevant
Not
relevant
Not relevant
Standard
Invoice
Forwarding,
Fixed
Contract
Rate
Not
selected
180
STND
Standard
RF_WEIG
CONTAINER_CNT
1
PC
Not relevant
Standard
Weighing
Contract
Rate
Not
selected
190
STND
Standard
RF_LFTF
Not relevant
Not
relevant
Not
relevant
CONTAINER
Standard
Lifting at
Origin
Contract
Rate
Not
selected
© SAP AG
123
200
STND
Standard
RF_LFTD
Not relevant
Not
relevant
Not
relevant
CONTAINER
Standard
Lifting at
Destination
Contract
Rate
Not
selected
5. Choose New Entries and enter the following data:
Field
Value
Calculation Sheet Template
RF_INTERMODAL_RR
Description
Rail Intermodal Door-to-Door
Charge Use
3 Customer and Service Provider
6. Double-click the folder Define Calc. Sheet Template Items and choose New Entries.
7. Enter the following data:
Line
Number
Instruction
Type
Charge
Type
Calculation
Base
Quantity
UoM
Calculation
Resolution
Base
Calculation
Method
Type
Description
Rate Type
Dangerous
Goods
100
STND
Standard
RF_BASE
Not relevant
Not
relevant
Not
relevant
CONTAINER
Standard
Not relevant
Contract
Rate
Not
selected
110
STND
Standard
RF_FUEL_MI
ACTUAL_DIST
1
MI
CONTAINER
Standard
Not relevant
Contract
Rate
Not
selected
120
STND
Standard
RF_I_DG
Not relevant
Not
relevant
Not
relevant
CONTAINER
Standard
Intermodal
DG
Surcharge
Contract
Rate
Select
130
STND
Standard
RF_INSP
Not relevant
Not
relevant
Not
relevant
Not relevant
Standard
Insurance
Premium
Contract
Rate
Not
selected
140
STND
Standard
RF_CUST
Not relevant
Not
relevant
Not
relevant
CONTAINER
Standard
Customs
Origin
Contract
Rate
Not
selected
© SAP AG
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150
STND
Standard
RF_CUSD
Not relevant
Not
relevant
Not
relevant
CONTAINER
Standard
Customs
Destination
Contract
Rate
Not
selected
160
STND
Standard
RF_CUST
Not relevant
Not
relevant
Not
relevant
CONTAINER
Standard
Customs
Transit
Contract
Rate
Not
selected
170
STND
Standard
RF_INVF
Not relevant
Not
relevant
Not
relevant
Not relevant
Standard
Invoice
Forwarding,
Fixed
Contract
Rate
Not
selected
180
STND
Standard
RF_WEIG
CONTAINER_CNT
1
PC
Not relevant
Standard
Weighing
Contract
Rate
Not
selected
8. Save your entries.
© SAP AG
125
12.2.2 Defining Calculation Sheet for Cross-Town
Chicago
You use calculation sheets to calculate the charges that are incurred for a freight order or
forwarding order.
You must create a calculation sheet for all of your carriers (truckers) and for the container move
cross-town within Chicago.
Procedure
1. In SAP NetWeaver Business Client (NWBC), choose Master Data Charge
Management and Service Product Catalogs Calculation Sheets Create Calculation
Sheet .
2. Choose Continue without entering a calculation sheet template.
3. On the New Calculation Sheet screen, enter your data based on the following tables.
4. On the General Data tab page, enter the following data in Basic Data screen area:
Field
Description
Value
Calculation Sheet
Unique identifier for the
calculation sheet to be defined
RF-TCCS-CR-01-CT
Description
Description of the calculation
sheet
Calculation Sheet
Cross-Town
Charge Usage
Indicates whether the
calculation sheet is used for
customers, vendors (carriers),
both, or neither. Furthermore,
indicates whether the
calculation sheet is used only
for decision making during
tendering, and so on.
Customer and Service
Provider
5. In the Items screen area, choose
Insert
Single Item
to add a new line item.
6. Select the line for 20 and enter the following data in the bottom of the screen.
7. On the Basic Data tab page, enter the following data:
Field
Description
Value
Line No
Line number of the item
20
Instruction Type
Rule to indicate how the
charge item is applied for the
calculation
Standard
Description
Description of the charge item
in the calculation sheet
Basic Freight
© SAP AG
126
Charge Type
Assigned charge type
FB00
Calculation Resolution Base
Indicates the level at which the
calculation sheet is to be
applied. For example, it can be
applied at the header level for
the whole freight order or at a
particular stage only
CONTAINER
Calculation Method Type
Calculation method type
Standard
8. On the Rate tab page, enter the following data:
Field
Description
Value
Amount
Amount
118
Currency/Percentage
Currency or percentage
USD
Calculation Base
Identifies the actual base or
factor with which the system
calculates the charges for the
scale
CONTAINER_CNT
Price Unit
Price unit
1
Calculation Rule UoM
Calculation rule unit of
measure
TEU
9. On the Preconditions tab page, choose the Insert pushbutton and enter the following
data:
Field
Description
Value
Orientation
Orientation
From
Source Type
Quantitative rate amount Unit
of Measure
Location
Source
Source
RF_55989
Orientation
Orientation
To
Destination Type
Destination Type
Location
Destination
Destination
RF_66001
10. Save your entries.
© SAP AG
127
13 Definition of Service Product Catalogs
In this scenario, the portfolio of available services offered by the railroad is modeled in SAP
Transportation Management as a service product catalog. This catalog provides a template of
services from which the customer can choose in the lead-to-contract and order-to-cash process.
You can create forwarding agreements for one or more customers from the service product
catalog. This enables you to easily specify services in an agreement, and subsequently in an
order, to fulfill your customer’s needs.
© SAP AG
128
13.1 Defining Service Types
This scenario requires service types to represent the service product offering by the railroad.
Procedure
1. In Customizing for SAP Transportation Management, choose Transportation
Management Basic Functions General Settings Define Service Types .
2. Enter the following data:
Srvc. Type
Description
RF_CUSD
Customs Formalities Destination
Country
RF_CUSF
Customs Formalities Forwarding
Country
RF_CUST
Customs Formalities Transit Country
RF_DEST_T
Destination Service Intermodal
Terminal
RF_DSID
Destination Service Intermodal Door
RF_INSP
Insurance Premium
RF_INVF
Invoice Forwarding, Fixed
RF_LDSC
Load Securing
RF_LFTD
Lifting at Destination Stn
RF_LFTF
Lifting at Forwarding Stn
RF_ORIG_T
Origin Service Intermodal Terminal
RF_OSID
Origin Service Intermodal Door
RF_RCCL
Railcar Cleaning
RF_WEIG
Weighing
3. Save your entries.
© SAP AG
129
13.2 Defining Service Product Item Types
Procedure
1. In Customizing for SAP Transportation Management, choose Transportation
Management Master Data Agreements and Service Products Define FWA and
Service Product Item Types .
2. Select New Entries.
3. Enter the following data:
Field
Value
Item Type
IDD1
Description
Intermodal Door-to-Door
Calc. Sheet
Allowed
Add Services
Select
FWO Type
RF0I
FWQ Type
FWQ
Enable CRM
Not selected
4. Save your entry and ignore any warnings.
5. Select the row containing forwarding agreement item IDD1 and choose Specify
Preconditions from the tree structure
6. Enter the following preconditions:
Field
Value Item 1
Value Item 2
Precondition
Movement Type
Shipping Type
Value
DD
30
7. Choose Assign Service Types and enter the following data:
Srvc. Type
Description
RF_CUSD
Customs Formalities Destination
Country
RF_CUSF
Customs Formalities Forwarding
Country
RF_CUST
Customs Formalities Transit Country
RF_INSP
Insurance Premium
RF_LFTD
Lifting at Destination Stn
© SAP AG
130
RF_LFTF
Lifting at Forwarding Stn
RF_WEIG
Weighing
8. Save your entries.
9. Select New Entries.
10. Enter the following data:
Field
Value
Item Type
IRR1
Description
Intermodal Ramp-to-Ramp
Calc. Sheet
Allowed
Add Services
Select
FWO Type
RF0I
FWQ Type
FWQ
Enable CRM
Deselect
11. Save your entry and ignore any warnings.
12. Select the row containing forwarding agreement item IRR1 and choose Specify
Preconditions from the tree structure
13. Enter the following preconditions:
Field
Value Item 1
Value Item 2
Precondition
Movement Type
Shipping Type
Value
RR
30
14. Choose Assign Service Types and enter the following data:
Srvc. Type
Description
RF_CUSD
Customs Formalities Destination
Country
RF_CUSF
Customs Formalities Forwarding
Country
RF_CUST
Customs Formalities Transit Country
RF_INSP
Insurance Premium
RF_INVF
Invoice Forwarding, Fixed
RF_WEIG
Weighing
15. Save your entries.
© SAP AG
131
13.3 Defining Service Product Catalog Types
Procedure
1. In Customizing for SAP Transportation Management, choose Transportation
Management Master Data Agreements and Service Products Define FWA and
Service Product Catalog Types .
2. Select New Entries.
3. Enter the following data:
Field
Value
Agr. Type
RFIS
Description
Intermodal - Rail Service Product
Cat
Track Changes
Select
Agr. No. Range
01
Text Schema
Default
FWO Type
RF0I
FWQ Type
FWQ
Item No. Interval
100
Enable Item Flow
Select
4. Select the Specify Preconditions folder and enter the following data:
Field
Value
Precondition
SHIPMENT
Value
30
5. Select the Assign Item Types folder.
Field
Value
Value
Item Type
IDD1
IRR1
Description
Intermodal Door-toDoor
Intermodal Ramp-toRamp
Dflt Type
Not selected
Select
Flow Srvcs
Select
Select
Add Srvcs
Select
Select
© SAP AG
132
6. Save your entries.
7. Select New Entries.
8. Enter the following data:
Field
Value
Agr. Type
RFIA
Description
Intermodal - Rail Forwarding
Agreement
Track Changes
Select
Agr. No. Range
01
Text Schema
DEFAULT
FWO Type
RF0I
FWQ Type
FWQ
Item No. Interval
100
Enable Item Flow
Select
9. Select the Specify Preconditions folder.
Field
Value
Precondition
SHIPMENT
Value
30
10. Save your entries.
© SAP AG
133
13.4 Defining Service Product Catalogs
Procedure
1. In SAP NetWeaver Business Client (NWBC), choose Master Data Charge
Management and Service Product Catalogs Service Product Catalogs Create Service
Product Catalog .
2. Enter agreement type RFIS and choose Continue.
3. On the General Data tab page, enter the following data:
Field
Value
Agreement
RF_INTERMODAL_S001
Agreement Desc:
Rail Intermodal Service
Shipping Type
30 (Intermodal Rail)
Organizational Unit
RF_SORG_01
4. In the Items screen area, service products will be populated by item types assigned in
Customizing for service product catalogs. Check that the following items exist and create
any that are missing:
Field
Value
Item Number
100
Item Type
IDD1
Description
Intermodal Door-to-Door
Shipping Type
Intermodal Rail
Movement Type
Door to Door
Calculation Sheet Template
RF_INTERMOD_DD
Service Type
Item Number
© SAP AG
o
RF_CUSD
o
RF_CUSF
o
RF_CUST
o
RF_INSP
o
RF_LFTD
o
RF_LFTF
o
RF_WEIG
200
134
Item Type
IRR1
Description
Intermodal Ramp-to-Ramp
Shipping Type
Intermodal Rail
Movement Type
Ramp to Ramp
Calculation Sheet Template
RF_INTERMOD_RR
Service Type
o
RF_CUSD
o
RF_CUSF
o
RF_CUST
o
RF_INSP
o
RF_INVF
o
RF_WEIG
5. Once you have entered your data, release the agreement by choosing
Released .
Set Status
6. Save your entries.
© SAP AG
135
14 Forwarding Agreement
You use forwarding agreements to define pricing structures that are relevant for shippers and
consignees. The forwarding agreement type is determined in the forwarding order during the
charge calculation process.
© SAP AG
136
14.1 Defining Forwarding Agreements for Customers
Procedure
1. In SAP NetWeaver Business Client (NWBC), choose Master Data Charge
Management and Service Product Catalogs Service Product Catalogs Edit
Product Catalogs .
Service
2. Select service product catalog RF_Intermodal_S001
3. On the Item tab page, select service product item IDD1 and choose Create Forwarding
Agreement.
4. On the General Data tab page, enter the following data:
Field
Value
Agreement
RF_I_STARLN_001
Agreement Desc:
Rail Intermodal Star Line 001
Valid From
<current year>-01-01
Valid To
<next year>-12-31
Document Currency
CAD
Shipping Type
30 Intermodal Rail
Organizational Unit
RF_SORG_01
Ordering Party
RF-CU-01
5. In the Items screen area, check that item IDD1 has been transferred from the service
product catalog along with the subitems for the services:
Field
Value
Item Number
100
Item Type
IDD1
Description
Intermodal Door-to-Door
Shipping Type
Intermodal Rail
Movement Type
Rail Door to Door
Calculation Sheet Template
RF_INTERMOD_DD
Service Type
© SAP AG
o
RF_CUSD
o
RF_CUSF
o
RF_CUST
137
6. In the Items screen area, choose
product ID IRR_S001.
Insert
o
RF_INSP
o
RF_INVF
o
RF_LFTD
o
RF_LFTF
o
RF_WEIG
Insert Service Product
and select service
7. Check that the following data has been populated and enter any data that is missing:
Field
Value
Item Number
200
Item Type
IRR1
Description
Intermodal Ramp-to-Ramp
Shipping Type
Intermodal Rail
Movement Type
Rail Ramp to Ramp
Calculation Sheet Template
RF_INTERMOD_RR
Service Type
o
RF_CUSD
o
RF_CUSF
o
RF_CUST
o
RF_INSP
o
RF_INVF
o
RF_WEIG
8. Select item 100 (IDD1) and choose Add Calculation Sheet.
9. On the New Calculation Sheet screen, enter your data based on the tables below.
10. In the Items screen area, check that the calculation sheet items have been populated
according to the calculation sheet template. Enhance the data to the charge items as
follows:
© SAP AG
138
Line No.
100
110
120
130
140
150
160
170
180
190
200
Instruction
Type
STND
Standard
STND
Standard
STND
Standard
STND
Standard
STND
Standard
STND
Standard
STND
Standard
STND
Standard
STND
Standard
STND
Standard
STND
Standard
Charge
Type
RF_BASE
RF_FUEL_M
I
RF_I_DG
RF_INSP
RF_CUSF
RF_CUSD
RF_CUST
RF_INVF
RF_WEIG
RF_LFTF
RF_LFTD
Amount
Blank
0.37
6
30
25
50
38
15
25
14
14
Currency/P
ercentage
CAD
CAD
%
CAD
CAD
CAD
CAD
CAD
CAD
CAD
CAD
Calculation
Base
Blank
ACTUAL_DI
ST
Blank
Blank
Blank
Blank
Blank
Blank
CONTAINER
_CNT
Blank
Blank
Price Unit
Blank
1
Blank
Blank
Blank
Blank
Blank
Blank
1
Blank
Blank
Unit of
Measure
Blank
MI
Blank
Blank
Blank
Blank
Blank
Blank
PC
Blank
Blank
Rate Table
RF_I_CU_0
01
Blank
Blank
Blank
Blank
Blank
Blank
Blank
Blank
Blank
Blank
Calculation
Resolution
Base
CONTAINER
Blank
CONTAINER
Blank
CONTAINER
CONTAINER
CONTAINER
Blank
Blank
CONTAINER
CONTAINER
Calculation
Method
Type
Standard
Standard
Standard
Standard
Standard
Standard
Standard
Standard
Standard
Standard
Standard
Reference
from Line
No.
Blank
Blank
100
Blank
Blank
Blank
Blank
Blank
Blank
Blank
Blank
Description
Blank
Blank
Intermoda
l DG
Insurance
Customs
Customs
Destinati
Customs
Invoice
Forwardin
Weighing
Lifting
Lifting
at
© SAP AG
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Surcharge
Premium
Origin
on
Transit
g, Fixed
at Origin
Destinati
on
Rate Type
Contract
Rate
Contract
Rate
Contract
Rate
Contract
Rate
Contract
Rate
Contract
Rate
Contract
Rate
Contract
Rate
Contract
Rate
Contract
Rate
Contract
Rate
Dangerous
Goods
Blank
Blank
Select
Blank
Blank
Blank
Blank
Blank
Blank
Blank
Blank
Preconditio
n Rule for
Calculation
Sheet Item
Blank
Blank
RF-I-DG
Blank
Blank
Blank
Blank
Blank
Blank
Blank
Blank
11. Select item 200 (IRR1) and choose Add Calculation Sheet.
12. On the New Calculation Sheet screen, enter your data based on the tables below.
13. In the Items screen area, check that the calculation sheet items have been populated according to the calculation sheet template.
Enhance the data to the charge items as follows:
Line No.
100
110
120
130
140
150
160
170
180
Instruction Type
STND
Standard
STND
Standard
STND
Standard
STND
Standard
STND
Standard
STND
Standard
STND
Standard
STND
Standard
STND Standard
Charge Type
RF_BASE
RF_FUEL_MI
RF_I_DG
RF_INSP
RF_CUSF
RF_CUSD
RF_CUST
RF_INVF
RF_WEIG
Amount
Blank
0.37
6
30
25
50
38
15
25
Currency/Percentage
CAD
CAD
%
CAD
CAD
CAD
CAD
CAD
CAD
Calculation Base
Blank
ACTUAL_DIST
Blank
Blank
Blank
Blank
Blank
Blank
CONTAINER_CNT
Price Unit
Blank
1
Blank
Blank
Blank
Blank
Blank
Blank
1
Unit of Measure
Blank
MI
Blank
Blank
Blank
Blank
Blank
Blank
PC
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Rate Table
RF_I_CU_001
Blank
Blank
Blank
Blank
Blank
Blank
Blank
Blank
Calculation
Resolution Base
CONTAINER
Blank
CONTAINER
Blank
CONTAINER
CONTAINER
CONTAINER
Blank
Blank
Calculation Method
Type
Standard
Standard
Standard
Standard
Standard
Standard
Standard
Standard
Standard
Reference from Line
No.
Blank
Blank
100
Blank
Blank
Blank
Blank
Blank
Blank
Description
Blank
Blank
Intermodal
DG
Surcharge
Insurance
Premium
Customs
Origin
Customs
Destination
Customs
Transit
Invoice
Forwarding,
Fixed
Weighing
Rate Type
Contract
Rate
Contract
Rate
Contract
Rate
Contract
Rate
Contract
Rate
Contract
Rate
Contract
Rate
Contract
Rate
Contract Rate
Dangerous Goods
Blank
Blank
Select
Blank
Blank
Blank
Blank
Blank
Blank
Precondition Rule for
Calculation Sheet
Item
Blank
Blank
RF-I-DG
Blank
Blank
Blank
Blank
Blank
Blank
14. Once you have entered your data, release the agreement by choosing
Set Status
Released .
15. Save your entries.
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15 Freight Agreement
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15.1 Defining Freight Agreement Item Types
Procedure
1. In Customizing for SAP Transportation Management, choose Transportation
Management Master Data Agreements and Service Products Define Freight
Agreement Item Types .
2. Select New Entries.
3. Enter the following data:
Field
Value
Item Type
RF-1
Description
Rail Item Type
4. Select the Specify Preconditions folder.
5. Choose the New Entries pushbutton and enter the following data:
Field
Value
Precondition
MOT
Value
02
6. Save your entries.
7. Select the New Entries pushbutton and enter the following data:
Field
Value
Item Type
RF-3
Description
Road Item Type
8. Select the Specify Preconditions folder.
9. Choose the New Entries pushbutton and enter the following data:
Field
Value
Precondition
MOT
Value
01
10. Save your entries.
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15.2 Defining Freight Agreement Types
Procedure
1. In Customizing for SAP Transportation Management, choose Transportation
Management Master Data Agreements and Service Products Define Freight
Agreement Types .
2. Choose the New Entries pushbutton and enter the following data:
Field
Value
Agr. Type
RFF0
Description
Rail Freight Agreement
Track Changes
Select
Agr. No. Range
01
Text Schema
DEFAULT
Time Determ. Type
Simple - Transit Duration Only
Disp. Time Det. Ty.
2 - Editable
3. Choose the Specify Preconditions folder and enter the following data:
Field
Value
Precondition
MOT
Value
02
4. Select the Assign Item Types folder and enter the following data:
Field
Value
Item Type
RF-1
Description
Rail Item Type
5. Save your entries and go back.
6. Select the New Entries pushbutton to create a second freight agreement type.
7. Enter the following data:
Field
Value
Agr. Type
RFT0
Description
Trucking Freight Agreement
Track Changes
Select
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Agr. No. Range
01
Text Schema
DEFAULT
Time Determ. Type
Simple - Transit Duration Only
Disp. Time Det. Ty.
2 - Editable
8. Select the Specify Preconditions folder and enter the following data:
Field
Value
Precondition
MOT
Value
01
9. Save your entries.
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15.3 Defining Freight Agreements for Rail Carriers
Freight agreements contain all of the information required to calculate freight charges.
Prerequisites
You have defined a freight agreement type.
Procedure
Creating a Freight Agreement for Carrier BURL
1. In SAP NetWeaver Business Client (NWBC), choose
Freight Agreements Create Freight Agreement .
Freight Agreement Management
2. On the New Freight Agreement screen, enter RFFO as the freight agreement type.
3. Choose Continue.
4. On the General Data tab page, create an agreement by entering the following data:
Field
Value
Agreement
RF_I_BURL_001
Description
Rail Intermodal BURL 001
Valid-From Date
<current year>–01–01
Valid-To Date
<Next Year>–12–31
Document Currency
USD
Main Transportation Mode
02 Rail
Organizational Unit
RF_PORG_01
Carrier
RF-CR-BURL
5. In the Items screen area, choose Insert.
6. On the Forwarding Agreement Items tab page, select item type RF-1 and enter the
following data:
Field
Value
Item Number
100
Item Type
RF-1
Calculation Sheet Template
Blank
7. Select item 100 (RF-1) and choose Add Calculation Sheet.
8. On the Calculation Sheet Details screen, enter the following data in the Basic Data
screen area:
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Field
Value
Line Number
20
Instruction Type
STND Standard
Charge Type
FB00
Rate Table
RF_CR_BURL_01
Calculation Resolution Base
PASSIVE_RESOURCE
Calculation Method Type
Standard
Description
Railcar-Based Freight
Rate Type
Contract Rate
9. Once you have entered your data, release the freight agreement by choosing
Status Released .
Set
10. Save your entries.
Creating a Freight Agreement for Continental Rail
1. In SAP NetWeaver Business Client (NWBC), choose
Freight Agreements Create Freight Agreement .
Freight Agreement Management
2. On the New Freight Agreement screen, enter RFFO as the freight agreement type.
3. Choose Continue.
4. On the General Data tab page, create an agreement by entering the following data:
Field
Value
Agreement
RF_I_CR_02
Description
Rail Intermodal Carrier 02
Valid-From Date
<current year>–01–01
Valid-To Date
<Next Year>–12–31
Agreement Priority
1
Document Currency
CAD
Main Transportation Mode
02 Rail
Organizational Unit
RF_PORG_01
Carrier
RF-CR-CN
5. In the Items screen area, choose Insert.
6. On the Forwarding Agreement Items tab page, select item type RF-1 and enter the
following data:
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Field
Value
Item Number
100
Item Type
RF-1
Calculation Sheet Template
Blank
7. Select item 100 (RF-1) and choose Add Calculation Sheet.
8. On the Calculation Sheet Details screen, enter the following data in the Basic Data
screen area:
Field
Value
Line Number
20
Instruction Type
STND Standard
Charge Type
FB00
Rate Table
RF_CR_001
Calculation Resolution Base
PASSIVE_RESOURCE
Calculation Method Type
Standard
Description
Railcar-Based Freight
Rate Type
Contract Rate
9. Once you have entered your data, release the freight agreement by choosing
Status Released .
Set
10. Save your entries.
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15.4 Defining Freight Agreements for Trucking
Freight agreements contain all of the information required to calculate freight charges.
You must create freight agreements for all of your carriers (truckers) and for the container move
cross-town within Chicago.
Prerequisites
You have defined a freight agreement type.
Procedure
Defining Freight Agreements for Cross-Town Drayage
1. In SAP NetWeaver Business Client (NWBC), choose
Freight Agreements Create Freight Agreement .
Freight Agreement Management
2. On the New Freight Agreement screen, enter RFTO as the freight agreement type.
3. Choose Continue.
4. On the General Data tab page, create an agreement by entering the following data:
Field
Value
Agreement
RF-I-CR-01-CT
Description
Cross-Town Chicago
Purchasing Organization
RF_PORG_01
Controlled
Select
Valid-From Date
<current year>–01–01
Valid-To Date
<Next Year>–12–31
Agreement Priority
1
Document Currency
USD
5. In the Items screen area, choose
Insert
Insert Item
Field
Value
Item Number
100
Item Type
RF-3
Calculation Sheet Template
Blank
and enter the following data:
6. Select item 100 (RF-3) and choose Add Calculation Sheet.
7. On the New Calculation Sheet screen, enter the following data in the Basic Data screen
area:
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Field
Value
Line Number
20
Instruction Type
STND Standard
Charge Type
FB00
Amount
5.00
Currency
USD
Calculation Base
ACTUAL_DIST
Price Unit
1
UoM
MI
Description
Basic Rate
Rate Type
Contract Rate
8. Once you have entered your data, release the freight agreement by choosing
Status Released .
Set
9. Save your entries.
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16 Configuration of Organizational Settings for
Charge Management
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16.1 Defining Cost Distribution Profiles
In this procedure, you define how internal costs are to be distributed. Distribution can be, for
example, either direct or hierarchical based on forwarding order or SAP ERP items, or based on
factors such as the net weight, gross weight, volume, or distance.
Procedure
1. In Customizing for SAP Transportation Management, choose Transportation
Management Basic Functions Cost Distribution Define Cost Distribution Profiles .
2. Create cost distribution profile RF-COST using the following data:
Field
Description
Value
Distr. Profile
Distribution profile ID
RF-COST
Description
Description of the profile
Rail Cost
Distribution: Gross
Weight
Distr. Method
Type of Distribution Method
DIRECT
Distribution Rule
Distribution based on
parameter
Gross Weight
Distr. Level
Level of distribution
Forwarding Order
3. Save your entries.
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16.2 Defining Calculation Profiles
Procedure
1. In Customizing for SAP Transportation Management, choose Transportation
Management Basic Functions Charge Calculation Basic Settings Define
Calculation Profile .
2. Enter the following data:
Field
Description
Value
Calculation Profile
Calculation profile
RF-CP-01
Description
Description of profile
Rail Calculation
Profile
Calc. Date Type
Calculation date type
Expected Start Date of
Main Carriage
Calculation Level
Calculation level
Calculation at Stage
Level
Agr. Det. Rules
Agreement Determination
Rule
Blank
Through Rates
Through rates
Select
Dim. WT Profile
Dimensional weight profile
I166
Dim Wt. Cond.
Condition for dimensional
weight profile determination
Blank
Exch. Rate Type
Exchange rate type
Blank
Data Source
Data source
Ordered Route
3. Save your entries.
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16.3 Defining Service Date Rules
Procedure
1. In Customizing for SAP Transportation Management, choose Transportation
Management Settlement Define Service Date Rules and Rule Prioritization .
2. Select the Define Rules for Service Date folder and choose the New Entries pushbutton.
3. Enter rule RF01 with description Rail Services.
4. Select the Prioritize Date Types for Rule folder and enter the following data:
Date Type
Prio
Actual Start Date of First Stage
Main Carriage
3
Actual Start Date of Loading
1
Expected Start Date of Loading
2
5. Save your entries.
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16.4 Defining Settlement Group
Procedure
1. In Customizing for SAP Transportation Management, choose Transportation
Management Settlement Define Settlement Groups and Settlement Rules .
2. Select the Define Settlement Groups folder and choose the New Entries pushbutton.
3. Enter group RF-GRP-01 with description Rail Freight Group 01.
4. Select the Assign Charges folder and enter the following charge types:
Chrg Level
Charge Type
Charge Type
RF_BASE
Charge Type
RF_CUSD
Charge Type
RF_CUSF
Charge Type
RF_CUST
Charge Type
RF_ECC
Charge Type
RF_FUEL_MI
Charge Type
RF_I_DG
Charge Type
RF_INSP
Charge Type
RF_INVF
Charge Type
RF_LFTD
Charge Type
RF_LFTF
Charge Type
RF_RCCL
Charge Type
RF_REV_SPLIT
Charge Type
RF_SWTCH_C
Charge Type
RF_SWTCH_Y
Charge Type
RF_WEIG
5. Save your entries.
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16.5 Defining Settlement Rules
Procedure
1. In Customizing for SAP Transportation Management, choose Transportation
Management Settlement Define Settlement Groups and Settlement Rules .
2. Select the Define Settlement Rules folder and choose the New Entries pushbutton.
3. Enter rule RF-SETTL01 and the description Rail Settlement.
4. Select the Define Settlement Creation Settings folder and enter the following data:
Field
Value
Settlement Group
RF_GRP_01
Execution Sts
01 Execution Not Started
Service Date Rule
RF01 Rail Services
Bllng Schedule
Blank
5. Save your entries.
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16.6 Defining Settlement Profiles
In this procedure, you define a profile for creating invoices. The settlement profile comprises a set
of parameters that you can use to control how the system creates invoices. You can assign the
settlement profile to an organizational unit in transaction /SCMTMS/TCM_FASET.
If you do not specify a settlement profile, the system uses standard default settings to create
settlement documents.
Procedure
1. In Customizing for SAP Transportation Management, choose
Management Settlement Define Settlement Profile .
Transportation
2. Enter the following data:
Field
Description
Value
Settlement Prof.
Settlement profile
RF_SP001
Description.
Description
Rail Settlement
Profile
Profile Category
Determines whether the profile
is valid for freight settlement,
forwarding settlement, or both
Forwarding and Freight
Settlement
Data Source
Identifies the data source to be
used when creating settlement
documents
Planned Data
Split/Cons
Defines the split and
consolidation criteria for
generating settlement
documents
Blank
Calculation Option
Specifies how the values are
calculated when the invoice is
created. You can copy fixed
charges and recalculate
others, or copy all charges.
B - Copy All Charges
Collective Invoice
Collective invoice
Deselect
Service Date Rule
Service Date Determination
Rule
RF01
Stage Split
Stage split
Not selected
Settlement Rule
Rule that groups charges and
their associated settlement
creation settings.
RF-SETTL01
3. Save your entries.
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16.7 Defining Charges Profiles
Procedure
1. In Customizing for SAP Transportation Management, choose Transportation
Management Basic Functions Charge Calculation Basic Settings Define Charges
Profiles .
2. Create a new charges profile by entering the following data:
Field
Value
Charges Profile
RF-CHAR-01
Default Purchasing Organization
<Internal ID of your purchasing
organization>
Default Carrier
Blank
Settlement Profile
RF-SP001
Freight Settlement Profile
RF-SP001
Calculation Profile
RF-CP-01
Purchasing Calculation Profile
RF-CP-01
Local Currency
CAD
Distribution Profile
RF-COST
3. Save your entries.
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16.8 Assigning Charges Profiles
Procedure
Change the Canadian Sales Organization
1. In SAP NetWeaver Business Client, choose
Organization and Staffing .
Master Data
Organization
Edit
2. Select the row Railway Sales Organization CA 1.
3. On the Org. Data tab page, enter charges profile RF-CHAR-01.
4. Save your entries.
Change the Canadian Purchasing Organization
1. In SAP NetWeaver Business Client, choose
Organization and Staffing .
Master Data
Organization
Edit
2. Select the row Railway Sales Organization CA 1.
3. On the Org. Data tab page, enter charges profile RF-CHAR-01.
4. Save your entries.
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