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BEST PRACTICES GUIDE | PUBLIC

SAP S/4HANA 1809


2019-11-12

Transportation Management in SAP S/4HANA:


Configuration Guide for Combination of Inbound
and Outbound Transportation
© 2019 SAP SE or an SAP affiliate company. All rights reserved.

THE BEST RUN


Content

1 Purpose. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

2 Preparation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
2.1 Supported Deployments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

3 Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
3.1 Assign User Parameter. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
3.2 Defining Settings for Geographical Map. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
3.3 Defining Layouts for Geographical Map. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6
3.4 Defining Means of Transport. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
3.5 Defining Freight Order Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
3.6 Defining Planning Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Create Optimizer Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Defining Scheduling Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
Creating Carrier Selection Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Defining Planning Cost Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Defining Manual Planning Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
Defining Planning Profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
3.7 Define Settings for Page Layouts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
3.8 Defining Page Layout for Transportation Cockpit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
3.9 Defining Profile and Layouts Sets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Defining Selection Profile for Freight Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Defining Selection Profile for Freight Units. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Defining Capacity Selection Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Define Profile and Layout Set. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Assign Layout Set to Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
3.10 Define Maximum Number of Consecutive Undo and Redo Actions. . . . . . . . . . . . . . . . . . . . . . . . . . 41

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
2 PUBLIC Content
1 Purpose

The purpose of this document is to describe the general configuration steps required to manually set up the
configuration within the system landscape that has already been installed using the corresponding installation
or configuration guides for installation.

If you want to install SAP S/4HANA locally (on-premise) and if you do not want to configure manually and
prefer an automated installation process, use BC Sets delivered.

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
Purpose PUBLIC 3
2 Preparation

2.1 Supported Deployments

The configuration guide provides the implementation content for SAP S/4HANA – (OP) installed locally (on-
premise), full scope and content coverage.

Depending on the use case/deployment option/ S/4HANA product version, you need to implement the
required scope/content starting with the Public cloud chapter and proceed with the next required sections.

● For the full scope of the on premise scope & content – PC and OP are required

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
4 PUBLIC Preparation
3 Configuration

3.1 Assign User Parameter

 Note

The following steps are not part of the delivered BC Sets and therefore needs be defined manually.

1. Call transaction SU01 in your backend system.


2. Enter the User ID of the user you assigned the role SAP_BR_TRANSPORTATION_PLANNER.
3. Switch to change mode.
4. Navigate to Parameters tab and add the following entry:

Parameters Parameter Value

/SCMTMS/EXP  Note
Make sure to use upper case letter.

Georouting Strategy Select your strategy (provided by map provider)

5. Save your changes.

3.2 Defining Settings for Geographical Map

 Note

This only works if you have your own map provider. SAP does not provide map in standard. Please check
SAP note 1685381 for details.

Following settings needs to be done manually.

1. Access the transaction using one of the following navigation path:

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
Configuration PUBLIC 5
IMG Path Transportation Management Basic Functions Geographical Map Define Settings for
Geographical Map

2. On the screen, choose New Entries:

New Entries Value

Activate Map Select

Georouting Strategy Select your strategy (provided by map provider)

3. Save your entries.

3.3 Defining Layouts for Geographical Map

 Note

Following settings needs to be done manually.

1. Access the transaction using one of the following navigation path:

IMG Path Transportation Management Basic Functions Geographical Map Define

Layouts for Geographical Map

2. In the Overview Screen please check that in Visual Transportation Cockpit Layout the setting for resource
display on the map is Last Planned Location (in Tab DispResAt).
3. Choose Save.

3.4 Defining Means of Transport

In this IMG activity, you define means of transport.

1. Access the transaction using one of the following navigation path:

IMG Path Transportation Management Master Data Resources Means of Transport and Com­
partment Define Means of Transport

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
6 PUBLIC Configuration
2. Create an entry using the following data:

Field Value Value

Means of Transport YMT_LTL_US YMT_FTL_US

MTr Description Means of Transport Less than Truckload Means of Transport Full Truckload US
US

Standard Code 31 (Truck) 31 (Truck)

Mode of transp. 01 Road 01 Road

Resource Class 1 Truck 1 Truck

Low speed 35 35

Medium speed 65 65

High speed 70 70

Average speed 55 55

Distance Factor 1,300 1,300

Multiresource Select Select

Passive Not selected Not selected

No Capacity Not selected Not selected

No Direct Load Not selected Not selected

Your Own Mtr Not selected Not selected

Schedule Mtr Not selected Not selected

GIS Quality Select Select

Default MTr Not selected Not selected

3. Save your entries.

3.5 Defining Freight Order Types

1. In this Customizing activity, you define freight order types.


2. Access the transaction using one of the following navigation path:

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
Configuration PUBLIC 7
IMG Path Transportation Management Freight Order Management Freight Order

Define Freight Order Types

Create a new entry using the following data:

Field Description Value

Freight Order Type Unique 4-character ID of the freight YRO2


order type that you want to define

Description Description of the freight order type Road Freight Order w/ Subcntr Opti­
that you want to define mizer

Default Type Indicates whether the specified Select


freight order type is to be the default
(if no default FO type exists in Sys­
type.
tem)

Number Range Settings

Time for Drawing Specifies when a number is assigned S Draw Number When Saving
to the freight order
Document

Number Range Interval Number range that is to be used for FO


this document type

Basic Settings

Transportation Mode Specifies how a product is trans­ 01


ported, for example, by road, rail, sea,
or air.

Freight Order Can Be Subcontracted Specifies whether the freight order 01 Relevant for Subcontracting
type can use subcontracting proc­
esses

Sequence Type of Stops Specifies the type of structure used to 01 Defined and Linear
link stages to one another

Shipper/Consignee Determination Defines how the shipper and con­ P Determination Based on
signee are identified for this freight
First and Last Location
unit type

Fix Document When Saving None Not selected

Freight Order Can Be Deleted Specifies whether the freight order Select
with this type can be deleted

Track Changes Specifies that changes of the Freight Select


Order are to be tracked

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
8 PUBLIC Configuration
Planning Settings

Distance/Duration Determination Controls whether distance and net du­ Enable Automatic Determination
ration are to be determined in the
business document.

Execution Settings

Execution Track. Relevant Controls document tracking. 2 Execution Tracking

If you want to track certain types of


documents, choose 2 (execution
tracking) or 3 (execution tracking with
external event management). The
system then sets the initial document
execution status to Not Started.

If you do not want to track docu­


ments, choose 1 (no execution track­
ing). The system then sets the initial
document execution status to Not
Relevant.

Check Condition “Ready for Exec.” Not used. Blank

Display Mode for Execution Tab Controls from which systems the ac­ Actual Events from TM and EM, Ex­
tual events are to be retrieved for dis­ pected Events from EM
play on the execution tab.

Propagate Execution Info Indicates whether an event that is re­ Selected


ported at the document level for the
freight order is to be propagated to
the predecessor documents.

Immediate Processing Determines whether the status In Select


Process is set as soon as the docu­
ment is created and saved.

Execution Propagation Mode Controls how execution information is Standard Propagation


propagated between different related
freight documents.

Output Options

Output Profile Specifies the possible outputs of a /SCMTMS/TOR_PRINT_ROAD


business document.

Add. Output Profile Blank

Text Schema Blank

Dynamic Determination of Output Not Selected

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
Configuration PUBLIC 9
Organizational Unit Determination

Default Org Unit

Execution Organization ID of the organizational unit that is de­ Blank


fined:

As unit function 13 – Planning and Ex­


ecution

As unit role 1 – Organization

Purchasing Organization ID of the organizational unit that is de­ Blank


fined:

As unit function 2 – Purchasing

As unit role 1 – Organization

Execution Group ID of the organizational unit that is de­ Blank


fined:

● As unit function 13 – Planning and


Execution ● As unit role 3 – Group

Purchasing Group ID of the organizational unit that is de­ Blank


fined:

As unit function 2 – Purchasing

As unit role 3 – Group

Org Unit Determination

Consider Organization Unit of User ID of the organizational unit that is de­ Select
fined

Condition ID of the organizational unit that is de­ Blank


fined

Charge Calculation

Enable Charge Calculation Controls if charges can be calculated Select

Automatic Charge Calculation Specifies whether transportation Select


charges are calculated automatically

Enable Settlement Controls if settlement is performed Select

Default FSD Type Default value for the FSD Type YFS1 (RF Freight Settlement Type)

Residence Periods

Completeness Criteria Defines how the system checks the Execution and Settlement Complete
completeness of a freight document.

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
10 PUBLIC Configuration
Res. Time (Compl.) Describes the minimum time in days Blank
between the date at which the busi­
ness object instance has been com­
pleted and the date at which the busi­
ness object instance is allowed to be
moved from the current data store to
the historical data store.

Res. Time (Canc.) Describes the minimum time in days Blank


between the date at which the busi­
ness object instance has been cancel­
led and the date at which the business
object instance is allowed to be
moved from the current data store to
the historical data store.

Integration Settings

Application Object Type Type of application object to be ODT30_TO


tracked in the application system
(necessary for determining event
management-relevance for an appli­
cation object). The event manager
processes only event messages for
these objects.

Last Exp. EventLF Last expected event for a document Last Departure

Driver Settings

Number of Required Drivers Indicates the number of required driv­ 0 Not Relevant for Driver Planning
ers in a freight order.

Driver Assignment Type Indicates if a driver is to be responsi­ Per Freight Order


ble for one or several transportation
stages of a freight order or for the en­
tire freight order.

Tendering Settings

Use Default Settings Enables the system to use the default Selected
settings to determine the Customiz­
ing settings for tendering.

Process Setting Controls the tendering process set­ Blank


tings

Communication Setting Specifies the strategy for tendering Blank


communication.

Change Controller Settings

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
Configuration PUBLIC 11
Default Change Strategy Specifies the default strategy that is DEF_CHACO
used for tendering if any changes are
made to the key fields in the freight
order (for example, partners and
quantities)

Change Strategy Det. Cond. Specifies the condition that the sys­ Blank
tem is to use to determine a change
controller strategy at runtime.

If you have defined several change


controller strategies, you can use a
condition to determine the correct
strategy.

The condition type of this condition


is /SCMTMS/CC_TOR_STRAT

Quantity Tolerance Cond. Specifies the tolerances when a quan­ Blank


tity is changed in the freight order.

Date Tolerance Condition Specifies the tolerances when a date Blank


is changed in the freight order.

Additional Settings

HBL or HAWB Strategy Blank

Draw Bill of Lading Number Draw Manually

3. Save your entries.

3.6 Defining Planning Settings

3.6.1 Create Optimizer Settings

Before creating optimizer settings, please make sure that you have implemented SAP Note 1686826 –
Installation help for installing SCM Optimizers.

 Note

Before creating optimizer settings, please make sure that you have implemented SAP Note 1686826 –
Installation help for installing SCM Optimizers.

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
12 PUBLIC Configuration
Test
Ste Test Step Expected Com­
p# Name Instruction Result ments

1. Log On Log on to the SAP Fiori Launchpad using your user credentials. The Start
page ap­
pears.

2. Open Cre­ Under the Profiles and Settings section choose the Create Optimizer Settings Create Op­
ate Opti­ tile. timizer Set­
mizer Set­ tings
tings opens.

3. Enter data Enter following data:

Field Value

General Data

Optimizer Setting RF_US_OPT_001

Description Optimizer Settings for US Scenario

Planning Strategy VSR_DEF

FO Building Rule New FO when Resource is Empty and Depot Location


Reached

Transportation Proposal Settings

Accept Transp. Prop. Save Route and Freight Documents

Planning Strategy for Transp. Prop. VSR_DEF

Max. Number of Trans Proposals 5

Optimizer Runtime

Max. No. of Parallel Processes 1

Maximum Runtime (Seconds) 120

Max. Time Without Improvement (Sec./ FU): 0,00000

Automatic Runtime Regulation Balanced

Incremental Planning

Use Incremental Planning Deselect

Rough Planning and Capacity Constrains

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
Configuration PUBLIC 13
Field Value

Rough Planning Do Not Use Rough Planning

Consider Capacities During Optimization: Yes

Consider Load Planning No

Transshipment Locations

Maximum No. of Transshipment Loc. 6

Default Routes

Default Routes for Freight Units Do Not Consider Default Routes

Default Routes for Railcar Units Do Not Consider Default Routes

Default Routes for Container Units Do Not Consider Default Routes

4 Save entries. Save your entries.

3.6.2 Defining Scheduling Settings

Test
Ste Test Step Expected Com­
p# Name Instruction Result ments

1 Log On Log on to the SAP Fiori Launchpad using your user credentials. The Start
page ap­
pears.

2 Open Cre­ Under the Profiles and Settings section choose the Create Scheduling Settings Create
ate Sched­ tile. Scheduling
uling Set­ Settings
tings opens.

3 Enter data On the tab All Scheduling Setting, press New and enter the following data

Field Value

Scheduling Settings RF_US_SCH_OPT_001

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
14 PUBLIC Configuration
Field Value

Description RF Prof for Scheduling

Scheduling Strategy VSS_DEF

Scheduling Direction Forward

Consider Req. Dates Consider Requirement Document Dates

Req. Doc. Attribute Blank

Coupling Duration 00:00:00

Uncoupling Duration 00:00:00

4 Save entries. Save your entries.

3.6.3 Creating Carrier Selection Settings

You use this procedure to create the carrier selection settings, which direct the carrier selection optimizer to
make the proper rules-based decision.

Test
Ste Test Step Expected Com­
p# Name Instruction Result ments

1.1 Log On Log on to the SAP Fiori Launchpad using your user credentials. The Start
page ap­
pears.

2.2 Open Cre­ Under the Profiles and Settings section choose the Create Carrier Selection Create Car­
ate Carrier Settings tile. rier Selec­
Selection tion Set­
Settings tings
opens.

3.3 Enter data Create a requirements profile with the following values:

Field Value

Carrier Selection Settings RF_US_CARR_OPT_001

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
Configuration PUBLIC 15
Field Value

Description Carrier Selection for US Scenario

Check Incompatibilities Select

Type of Carrier Selection Settings General Carrier Selection

Skip Carrier Selection Result Select


Screen

Trsp. Alloc. Usage Do Not Use Transportation Allocations

BS Usage Do Not Use Business Shares

Strategy Use Transportation Lane Settings

Carrier Cost Origin Use Transportation Lane Settings

Planning Strategy TSPS_DEF

Optimizer Runtime 10

Consider Manual Assignment as Deselect


Fixed

Action for Manual Rankings Keep

Overall Carrier Availability Deselect

Transportation Charge Interpreta­ Accept Carrier with Charges of Zero


tion

Common Currency USD

Action After Carrier Selection Run Assign Best Carrier

Continuous Move Type Use Transportation Lane Settings

Continuous Move Information Select

Check Dist. And Dur. Select

CM Cost Recalculation for TCM No Recalculation

4 Save entries. Save your entries.

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
16 PUBLIC Configuration
3.6.4 Defining Planning Cost Settings

Test
Ste Test Step Expected Com­
p# Name Instruction Result ments

1 Log On Log on to the SAP Fiori Launchpad using your user credentials. The Start
page ap­
pears.

2 Open Cre­ Under the Profiles and Settings section choose the Create Planning Costs Set­ Create
ate Plan­ tings tile. Planning
ning Costs Costs Set­
Settings tings
opens.

3 Enter data Enter following data:

Field Value

General Data

Planning Costs Settings RF_US_PC_OPT_001

Description Planning Costs Settings for US Scenario

Direct Shipment Options

Currency USD

Freight Unit Costs

Earliness/Delay Costs Basis Earliness/Delay Costs Defined in Planning Costs

Costs for Non-Delivery 999.999.999,00000000000000

Costs for Earliness per Day 1,00000000000000

Costs for Lateness per Day 1,00000000000000

Means of Transport Settings

Field Value Value

Means of Transport YMT_FTL_US YMT_LTL_US

Resource Blank Blank

Consider Distance Costs from Yes Yes


Planning Costs Settings

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
Configuration PUBLIC 17
Field Value

Consider Distance Costs from Yes Yes


Transportation Lane

Fixed Costs per Capacity Docu­ 1,000 1,000


ment

Fixed Costs per Vehicle Re­ 100,000 150,000


source

Costs per Distance Unit 5,000 6,000

Unit of Measure KM KM

Maximum Distance * *

Costs per Additional Intermed. 0 0


Stop

Maximum Number of Inter­ 20 20


mediate Stops

Maximum Number of Pick-Up 20 20


Stops

Maximum Number of Delivery 20 20


Stops

4 Save entries. Save your entries.

3.6.5 Defining Manual Planning Settings

Test
Ste Test Step Expected Com­
p# Name Instruction Result ments

1. Log On Log on to the SAP Fiori Launchpad using your user credentials. The Start
page ap­
pears.

2. Open Cre­ Under the Profiles and Settings section choose the Create Manual Planning Set­ Create
ate Manual tings tile. Manual
Planning Planning
Settings Settings
opens.

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
18 PUBLIC Configuration
Test
Ste Test Step Expected Com­
p# Name Instruction Result ments

3. Enter data Enter following data:

Field Value

General Data

Manual Planning Settings RF_US_MP_OPT_001

Description Manual Planning for US Scenario

Manual Planning Strategy VSRI_DEF

Consider Fixing Status Warning When Changing Fixed Documents

Document Assignment

Document Assignment Strategy Change Capacity Document First; Insert Missing Locations

Loc. Extn. Startegy of Capacity Insert Location Where Distance Added to Total Is the Least
Doc.

Document Unassignment

Remove Locations Without Activi­ Ignore Locations Without Activities in Capacity Document
ties

Resource Assignment

Rule for Creating Capacity Docu­ Create One for Multiple Requirement Documents
ments

Depot Location Handling Use Depot Location as First and Last Location

Default Driver Handling Use Default Driver If No Other Driver Is Assigned

Driver Assignment

Default Truck Handling Use Default Truck If No Other Truck Is Assigned

4 Save entries. Save your entries.

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
Configuration PUBLIC 19
3.6.6 Defining Planning Profile

Test
Ste Test Step Expected Com­
p# Name Instruction Result ments

1. Log On Log on to the SAP Fiori Launchpad using your user credentials. The Start
page ap­
pears.

2. Open Cre­ Under the Profiles and Settings section choose the Create Planning Profile tile. Create
ate Plan­ Planning
ning Pro­ Profile
file opens.

3. Enter data On the New Planning Profile screen, enter the following data:

Field Value

General Data

Planning Profile RF_US_OPT_001

Planning Profile Description Road Freight US Optimizer Scenario

Contex Determination Deselect

Planning Horizon

Absolute or Relative Horizon Use Absolute Horizon

Start Date 01.02.2017

End Date

Business Document Type

Type Determination Rule Defined per Category in Planning Profile

Default Type for Road FO YRO2

Default Type for Booking (Air) Blank

Default Type for Bookings (Ocean) Blank

Default Type for Trailer Unit Blank

Default Type for Container Unit Blank

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
20 PUBLIC Configuration
Field Value

Default Type for Rail FO Blank

Default Type for Railcar Unit Blank

Profile Assignments

Selection Profile for Transporta­ Blank


tion Units

Selection Profile for Freight Orders Blank

Selection Profile for Freight Book­ Blank


ings

Capacity Selection Settings RF_US_CS_OPT_001

Optimizer Settings RF_US_OPT_001

Load Planning Settings Blank

Planning Costs Settings RF_US_PC_OPT_001

Incompatibility Settings Blank

Carrier Selection Settings RF_US_CARR_OPT_001

Manual Planning Settings RF_US_MP_OPT_001

Scheduling Settings RF_US_SCH_OPT_001

Check

Check Strategy VSR_CHECK

Take Capacities into Account Warning

Parallel Processing Profiles

Input Data Selection Blank

Lane Determination Blank

Distance and Duration Determina­ Blank


tion

Additional Selection Attributes

Planned Requirements Exclude in Selection

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
Configuration PUBLIC 21
4 Save entries. Save your entries.

3.7 Define Settings for Page Layouts

To create page layout application content, you either need to activate the delivered BC Set
Y_TMS4HANA_INTEGRATEDTRANSP_ITOT or make sure you have implemented SAP Note 2405030 – PL:
issues for page layout application after upgrade to TM 9.4 and later (Symptom 2 with Solution for Symptom 2
for S/4 1709).

3.8 Defining Page Layout for Transportation Cockpit

Test
Ste Test Step Expected Com­
p# Name Instruction Result ments

1. Log On Log on to the SAP Fiori Launchpad using your user credentials. The Start
page ap­
pears.

2. Open Page Under the Profiles and Settings section choose the Page Layouts for Transpor­ Page Lay­
Layouts tation Cockpit tile. outs for
for Trans­ Transporta­
portation tion Cock­
Cockpit pit opens.

3. Enter data Press New, enter the following data:

Field Value

Page Layout OPT_PLAN_USA_1

4 Enter data Press Action Button and enter the following data:

Field Value

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
22 PUBLIC Configuration
Page Layout OPT_PLAN_USA_1

Active Command Line Deselect

Transportation Proposal Layout 00000000000000000000000000000001

Push buttons for Application Toolbar

Save Select

Refresh Select

Deselect All Select

Undo Select

Redo Select

Update Map – Add Selected En­ Select


tries

Update Map – Remove Selected… Select

Update Map – Add All Select

Update Map – Clear Map and Select


Add…

Assign Selected Items Select

Transportation Proposal Deselect

Optimizer Planning - All Select

Optimizer Planning – Selected En­ Select


tries with All Resources

Optimizer Planning – Selected En­ Select


tries Only

Explanation – Optimizer Planning Select

Create Delivery Proposal Select

Change Profile Selection Select

Page Layout Select

Change Planning Settings Select

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
Configuration PUBLIC 23
5 Enter data In Top Left Area press Add Content and select Freight Unit Stages. In Freight
Unit Stages
under Ac­
tions press
Details but­
ton and se­
lect follow­
ing push
buttons for
list toolbar:

Field Value

Split / Merge Select

Stages – Remove Unplanned Select


Stages

Stages – Merge Stages with Pred­ Select


ecessor

Stages – Merge Stages with Suc­ Select


cessor

Stages – Split Stages Select

Remove Capacity Document Select

Remove Capacity Document and Deselect


Merge

Set OI Status for FU Stages – Con­ Deselect


firm

Set OI Status for FU Stages – Set Deselect


to Confirmed with Deviation by
Carrier

Set OI Status for FU Stages – Re­ Deselect


ject

Set OI Status for FUs – Confirm Deselect

Set OI Status for FUs – Set to Con­ Deselect


firmed with Deviation by Carrier

Set OI Status for FUs – Reject Deselect

Apply Default Route Deselect

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
24 PUBLIC Configuration
Insert Select

Add to Map Select

Remove from Map Select

Create – Container Unit Deselect

Create – Air freight Booking Deselect

Create – Ocean Freight Booking Deselect

Create – Rail Freight Order Deselect

Create – Road Freight Order Select

Create – Railcar Unit Deselect

Create – Trailer Unit Deselect

Create Capacity Document Deselect

Create Multiple – Container Units Deselect

Create Multiple – Air freight Book­ Deselect


ings

Create Multiple – Ocean Freight Deselect


Bookings

Create Multiple – Rail Freight Or­ Deselect


ders

Create Multiple – Road Freight Or­ Select


ders

Create Multiple – Railcar Units Deselect

Create Multiple – Trailer Units Deselect

Create Multiple – Capacity Docu­ Deselect


ments

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
Configuration PUBLIC 25
6 Enter data In the Top Right Area press Add Content and select Trucks. In Trucks
under Ac­
tions press
Details but­
ton and se­
lect follow­
ing push
buttons for
list toolbar:

Field Value

Insert Select

Create Freight Document Select

Context Determination

Add to Map Select

Remove from Map Select

7 Enter data In the Middle Left Area press Add Content and select Road Freight Orders and In Road
Road Freight Order Hierarchy. Freight Or­
der under
Actions
press De­
tails button
and select
following
push but­
tons for list
toolbar:

Field Value

Clear Load Plan Deselect

New – Road Freight Order Select

Copy Deselect

Multiple Copies Deselect

Delete Select

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
26 PUBLIC Configuration
Check Select

Remove Truck Select

Scheduling Select

Carrier Selection – Manual Select

Carrier Selection - Automatic Select

Carrier Selection – Available Carriers Select

Carrier Selection – Delete Carrier Select

Carrier Selection – Delete Carrier Ranking Select

Tendering – Start Select

Tendering – Stop Select

Tendering – Create Request for Quotation Select

Create Load Plan Deselect

Assign Driver Deselect

Create/Update ERP Shipment Deselect

Send to Carrier Select

Calculate Charges Select

Fix Select

Unfix Select

Set Status – Set to In Process Deselect

Set Status – Set to Ready for Transportation Execution Deselect

Set Status – Set to Not Ready for Transportation… Deselect

Set Status – Set to In Execution Deselect

Set Status – Set to Manifest Created Deselect

Set Status – Set to Manifest Not Created Deselect

Set Status – Set to Completed Deselect

Set Status – Set to Arrived Deselect

Set Status – Set to Departed Deselect

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
Configuration PUBLIC 27
Set Status – Set Security Status to Secure Select

Set Status – Set Security Status to Not Secure Deselect

Create Export Declaration Deselect

Dual View Deselect

Search Select

Print – Print Preview Deselect

Print – Print Immediately Deselect

Insert Deselect

Edit Stages Deselect

Mass Change Select

Add to Map Select

Remove from Map Select

8 Enter data Press


Done.

9 Enter data In Road


Freight Or­
der Hier­
archy un­
der Ac­
tions
press De­
tails but­
ton and
select fol­
lowing
push but­
tons for
list tool­
bar:

Field Value

Clear Load Plan Deselect

New – Road Freight Order Select

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
28 PUBLIC Configuration
Copy Deselect

Multiple Copies Deselect

Delete Select

Check Select

Remove Truck Select

Scheduling Select

Assign Driver Deselect

Fix Select

Unfix Select

Set Status – Set to In Process Deselect

Set Status – Set to Ready for Deselect


Transportation Execution

Set Status – Set to Not Ready for Deselect


Transportation…

Set Status – Set to In Execution Deselect

Set Status – Set to Manifest Cre­ Deselect


ated

Set Status – Set to Manifest Not Deselect


Created

Set Status – Set to Completed Deselect

Set Status – Set to Arrived Deselect

Set Status – Set to Departed Deselect

Set Status – Set Security Status Select


to Secure

Set Status – Set Security Status Deselect


to Not Secure

Create Export Declaration Deselect

Dual View Deselect

Reassign Select

Insert Location Select

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
Configuration PUBLIC 29
Remove Location Select

Insert Select

Edit Stages Select

Mass Change Select

Add to Map Select

Remove from Map Select

Carrier Selection – Manual Deselect

Carrier Selection - Automatic Deselect

Carrier Selection – Available Carri­ Deselect


ers

Carrier Selection – Delete Carrier Deselect

Carrier Selection – Delete Carrier Deselect


Ranking

Tendering – Start Deselect

Tendering – Stop Deselect

Tendering – Create Request for Deselect


Quotation

Calculate Charges Select

10 Enter data Below in Details please check the following entries

Field Value

Label Road Freight Order Hierarchy

OTR Text Used $OTR:/SCMTMS/UI_CMN/FREIGHT_ORDER_HIERARCHY

Collapsed Deselect

Hierarchy Type Blank

Configuration ID /SCMTMS/WDCC_PLN_TRUCK_TREE

Association TORACTFO

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
30 PUBLIC Configuration
Needs Stretching Deselect

11 Enter data Press Done.

12 Enter data In the Middle Right Area, press Add Content and select Map and Carrier Selec­ In Map un­
tion. der Actions
press De­
tails button
and enter
the follow­
ing data:

Field Value

Create Capacity Document Select

Remove from Map Select

Clear Map Select

Show Display Profile Select

Select All Select

Deselect All Select

Create – Container Unit Deselect

Create – Road Freight Order Select

Create – Trailer Unit Deselect

Create – Rail Freight Order Deselect

Create – Railcar Unit Deselect

Create – Air Freight Booking Deselect

Create – Ocean Freight Booking Deselect

Create Multiple – Container Units Deselect

Create Multiple – Road Freight Or­ Select


ders

Create Multiple – Trailer Units Deselect

Create Multiple – Rail Freight Or­ Deselect


ders

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
Configuration PUBLIC 31
Create Multiple – Railcar Units Deselect

Create Multiple – Air Freight Book­ Deselect


ings

Create Multiple – Ocean Freight Deselect


Bookings

Label Map

OTR Text Used $OTR:/SCMTMS/UI_CMN/MAP

Collapsed Deselect

Configuration ID /SCMTMS/WDCC_GEOMAP_UI5_VTC

Association Blank

Needs Stretching Select

Layout SAP_VTC

13 Enter data Press Done.

14 Enter data In Carrier Selection under Actions press Details button and check the following
data:

Field Value

Label Carrier Ranking

OTR Text Used $OTR:/SCMTMS/UI_CMN/CARRIER_RANKING

Collapsed Deselect

Configuration ID /SCMTMS/WDCC_FOR_TSPRANK

Association RANKINGLIST

Needs Stretching Deselect

15 Enter data Press Done.

16 Save en­ Save your entries.


tries

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
32 PUBLIC Configuration
3.9 Defining Profile and Layouts Sets

3.9.1 Defining Selection Profile for Freight Orders

Test
Ste Test Step Expected Com­
p# Name Instruction Result ments

1. Log On Log on to the SAP Fiori Launchpad using your user credentials. The Start
page ap­
pears.

2. Open Cre­ Under the Profiles and Settings section choose the Create Selection Profile tile. Create Se­
ate Selec­ lection Pro­
tion Profile file opens.

3. Enter data On the New Selection Profile screen, enter the following data:

Field Value

Selection Profile RF_US_FO_OPT_001

Description Selection Profile for Freight Order US

Maximum Number of Selected 100


Objects

4 Enter data In Profile Assignments create the following profile by selecting New.

Field Value

Additional Selection Attributes

Additional Sel. Attributes RF_US_FO_001

Description Road Freight US Freight Order 001

Planned Requirements Include in Selection

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
Configuration PUBLIC 33
Field Value

Documents Blocked for Planning Exclude in Selection

Exclude in Selection Include all Stages

Selection Values

Business Object for Selection /SCMTMS/TO /


SCMTMS/T
O

Field Name VEHICLE_ID VEHI­


CLE_ID

Sign Inclusive Inclusive

Option = =

Lower Limit FTL_US_OPT1 LTL_US_OP


T1

5 Save en­ Save your entries.


tries

3.9.2 Defining Selection Profile for Freight Units

Test
Ste Test Step Expected Com­
p# Name Instruction Result ments

1. Log On Log on to the SAP Fiori Launchpad using your user credentials. The Start
page ap­
pears.

2. Open Cre­ Under the Profiles and Settings section choose the Create Selection Profile tile. Create Se­
ate Selec­ lection Pro­
tion Profile file opens.

3. Enter data On the New Selection Profile screen, enter the following data:

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
34 PUBLIC Configuration
Field Value

Selection Profile RF_US_FU_OPT_001

Description Road Freight FU Selection US Optimization 001

Maximum Number of Selected 200


Objects

4. Enter data In Profile Assignments create the following profile by selecting New.

Field Value

Geographical Sel. Attributes RF_US_FU_OPT_001

Time-Related Sel. Attributes RF_FU_US_OPT_001

Add. Selection Attributes FU RF_FU_US_OPT_001

Time-Related Selection Attributes

Description Time-related Attr. for FU Sel

Absolute or Relative Horizon Use Relative Horizon

Round Horizon to Full Days Select

Factory Cal. For Offs./Dur. Calc. US

Comb. Of Pick-Up and Delivery Comb. Pick-Up Wind. with Sce Loc., Del. Wind. with Dst. Loc.
Windows

Ignore Pick-Up Deselect

Pick-Up in Days 5

Offset Direction Future

Offset in Days 0

Additional Offset (hh:mm) Blank

Ignore Delivery Deselect

Delivery in Days 5

Additional Duration (hh::mm) Blank

Offset Direction Future

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
Configuration PUBLIC 35
Field Value

Offset in Days 0

Additional Offset (hh:mm) Blank

Geographical Selection Attrib­


utes

Description Geograph Attr. for FU Sel

Both Locations Do not check

Source Zones

Sign Inclusive

Option Within Range

Lower Value ZIP_ZONE_1

Upper Value ZIP_ZONE_4

Destination Zone

Sign Inclusive

Option Within Range

Lower Value ZIP_ZONE_1

Upper Value ZIP_ZONE_4

Additional Selection Attributes

Planned Requirements Exclude in Selection

5 Save en­ Save your entries.


tries

 Note

For testing activities, you can create FU selection based on Freight Unit ID, as described below. There are
also much more criteria that you could define in section Additional Selection Attributes (example. Planning
Status, Business Document Type).

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
36 PUBLIC Configuration
Go to the tab Additional Selection Attributes and enter the following data:

General Data Value

Description FU Selection Profile for US OPT Scenario

Planned Requirements Include in Selection

Documents Blocked for Planning Exclude in Selection

Exclude in Selection Include all Stages

In the section Selection Values please fill in the following data:

Selection Values Value Value

Business Object for Selection FU FU

Field Name TOR_ID TOR_ID

Sign Inclusive Inclusive

Option Within Range Within Range

Lower Limit FU Number FU Number

Upper Limit FU Number FU Number

3.9.3 Defining Capacity Selection Settings

Test
Ste Test Step Expected Com­
p# Name Instruction Result ments

1. Log On Log on to the SAP Fiori Launchpad using your user credentials. The Start
page ap­
pears.

2. Open All Under the Profiles and Settings section choose the All Capacity Selection Set­ All Capacity
Capacity tings tile. Selection
Selection Settings
Settings opens.

3. Enter data On the All Capacity Selection Settings, press New and enter the following data:

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
Configuration PUBLIC 37
Field Value

Selection Profile RF_US_CS_OPT_001

Description Capacity Selection US

Resources Blocked Exclude in Selection


for Planning

Vehicle Resources

Field Value Value

Transportation Mode 01 01

Transportation Mode Road Road


Description

Attributes for Vehi­ RES_ID RES_ID


cles Resource Selec­
tion

Sign Inclusive Inclusive

Option = =

Lower Limit LTL_US_OPT1 FTL_US_OPT1

4. Save en­ Save your entries.


tries

3.9.4 Define Profile and Layout Set

Test
Ste Test Step Expected Com­
p# Name Instruction Result ments

1. Log On Log on to the SAP Fiori Launchpad using your user credentials. The Start
page ap­
pears.

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
38 PUBLIC Configuration
Test
Ste Test Step Expected Com­
p# Name Instruction Result ments

2. Open Under the Planning section choose the Transportation Cockpit tile. Transporta­
Transpor­ tion Cock­
tation pit opens.
Cockpit

3. Enter data On the Profile and Layout Sets screen, press new and enter the following data:

Field Value

Description US_OPT_01

Note Blank

Freight Unit Selection Profile RF_US_FU_OPT_001

Transportation Unit Selection Pro­ Blank


file

Freight Order Selection Profile RF_US_FO_OPT_001

Capacity Selection Settings RF_US_CS_OPT_001

Incompatibility Settings Blank

Planning Profile RF_US_OPT_001

Transportation Cockpit Layout OPT_PLAN_USA_1

Def Set Deselect

Auto-Ref.. Unplanned Require­ Select


ments

4. Save en­ Save your entries.


tries

5. Enter data On the Profile and Layout Sets screen, press new and enter the following data:

Field Value

Description US_OPT_02

Note Blank

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
Configuration PUBLIC 39
Field Value

Freight Unit Selection Profile RF_FU_US_OPT_001

Transportation Unit Selection Pro­ Blank


file

Freight Order Selection Profile Blank

Capacity Selection Settings RF_US_CS_OPT_001

Incompatibility Settings Blank

Planning Profile RF_US_OPT_001

Transportation Cockpit Layout OPT_PLAN_USA_1

Def Set Deselect

Auto-Ref.. Unplanned Require­ Select


ments

6. Save en­ Save your entries.


tries

3.9.5 Assign Layout Set to Users

 Note

Please decide which users should be assigned to your created Profile and Layout Sets. Either assign
specific users to your Profile and Layout Set or make them available for all users following the description
below. This step is a manual step in case you would like to assign specific users.

Test
Step
# Test Step Name Instruction Expected Result Comments

1. Log On Log on to the SAP Fiori Launchpad using your user cre­ The Start page ap­
dentials. pears.

2. Open Transporta­ Under the Profiles and Settings section choose the PLS PLS Management
tion Cockpit Management for Transportation Cockpit tile.. for Transportation
Cockpit opens.

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
40 PUBLIC Configuration
Test
Step
# Test Step Name Instruction Expected Result Comments

3. Enter data Select Profile and Layout set US_OPT_01 Press Users Assign
All/Assign Individ­
uals

4. Save entries Press Save. Profile and Layout


set has been as­
signed to all users.

3.10 Define Maximum Number of Consecutive Undo and


Redo Actions

Access the transaction using one of the following navigation path:

IMG Path Transportation Management Basic Functions General Settings Define Maximum Num­
ber of Consecutive Undo and Redo Actions

On the screen, press New Entries and enter following data:

Field Value

WD Application /SCMTMS/PLN

Maximum No. 3

Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
Configuration PUBLIC 41
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Transportation Management in SAP S/4HANA: Configuration Guide for Combination of


Inbound and Outbound Transportation
42 PUBLIC Important Disclaimers and Legal Information
Transportation Management in SAP S/4HANA: Configuration Guide for Combination of
Inbound and Outbound Transportation
Important Disclaimers and Legal Information PUBLIC 43
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