sameers le shipping & transportation

SAMEER BARDE- [email protected] 732-915-1586

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SAMEER’S- SHIPPING & TRANSPORTATIONSAMEER’S- SHIPPING & TRANSPORTATION

Round table introduction

What is your job function today?

What do you hope to take away from this course?

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mailto:[email protected]

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Course Outline – Day 1

AARYASAI – SHIPPING

•Creating a Delivery

•Change/Modify/View/Delete a delivery

•Creating a Shipment (arranging the transportation)

•Change/Modify/View/Delete a shipment

•Batch Search Strategy overview

•Batch Allocation and packaging

•Transfer Order Creation

•Re-printing a pick ticket

•Deleting a non-confirmed Transfer Order

•Confirming a Transfer order


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Course Outline – Day 2 Review of day 1 Recording the arrival of Truck Completing a shipment Deleting a confirmed transfer order Creating a shipment collectively Display list of unconfirmed Transfer orders Displaying stock – overview


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Delivery creation is generally a “batch” job that runs overnight.

We are going to show you how to create a delivery manually. This would be the case for last minute/same

day orders.


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Insert your transaction and then either click on the green check mark, or hit enter


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Enter the shipping point for your plant

If you are unsure of your code, you can do a drop down to search

Delete the delivery creation date, and the calc rule

When complete, hit the “execute” button

Delivery Creation –VL10H


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To select your order, click on the open white box and then check the “Background” box.

This will bring up additional information.

Delivery Creation –VL10H


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You will now see a 2nd line. Note the “green light”. This is a good thing !!!!

Put a check mark in the white box on the second line and then click on the icon that looks like a magnifying glass

Delivery Creation – VL10H


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You will now see the details of the delivery that you have just created. Note the sales document # for future reference.

Delivery Creation – VL10H


User will perform Delivery Creation

When complete, please record the delivery # for future exercises

Delivery # __________________

11SAMEER BARDE- [email protected] 732-915-

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From the RCS main menu, take the following path:

Logistics,Sales and Distribution,

Shipping and Transportation,Outbound Delivery,

Change.

Then, double-click on:

VL02N – Single Document.

Or use transaction VL02N.


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1 Outbound delivery:

1

2 Validate by clicking on

2

Enter the number of the outbound delivery to change.

Change a delivery - VL02N


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Click on to call up the delivery document header.

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1

The packing text is handled in the heading data.



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2

1

1 Click on tab

Two different texts are handled as part of the header data. Double-click on "Packing info".

2



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1

2

1 The "Packing info." text is selected (highlighted).

Use this field to enter the packing info. to be placed in the delivery file.

2

3

3 Save by clicking on



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The usual message confirms the save.

1 Quit the transaction by clicking on

1



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Change.





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2

1

1

Enter the outbound delivery number.

2

Click on to validate.

Outbound delivery

Deleting a delivery - VL02N


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Highlight line item, then click on the trash can icon.



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You will get a prompt asking if you really want to delete – click yes button. System will confirm that delivery has been deleted.



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1



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SHIPMENTS


Shipment files are generated automatically, every night, by batch processing.

It is however possible to create them manually, as long as the delivery file has already been created .

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Creating a Shipment VT01N


From the SAP main menu, take the following path:

Logistics, Logistics Execution, Transportation, Transportation Planning, Create.


VT01N – Single Documents.

Or use transaction VT01N.

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On screen “Create Shipment – Initial Screen”, enter the information in the specified fields:

TransportPlanningPTEach shipment is allocated to a transportation planning point for transportation planning. Enter the code or find it using the match codeShipment typeSpecifies what type of transportation processing is to be performed .Enter the code or find it using the match code

Then click on to select the deliveries required



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Enter the delivery number or a range of delivery numbers and click on the execute

icon The system will generate the delivery assigned to the shipment document



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Create the corresponding transportation file (planning)

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1

Select the delivery…click on the shipment

overview

Using



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1

A Organization overall status is in progress = 0 (none of the colored lights is used).

Here the direct road shipment overview is displayed showing the transportation file.

B For now, no shipment route exists, nor is there any step planned.Shipment will become active during the planning step.

A

B

C No buttons are active here.

C

1

PLANNING:

Plan the shipment by choosing a carrier so that they can be sent the fax entrusting them with the shipment (reserving a means of transportation).

Click on



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1

A The shipment overall status shows planning completed: 1. A red light is shown.

B The forwarding agent and the routing have been determined.

C Planning completion is dated and validated.

1 The planning is

saved using

A

B

C



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The system shows that the shipment has been saved.



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Exercise for creating Shipment


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CHANGE A SHIPMENT


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Logistics,Logistics Execution,

Transportation,Transportation Planning,

Change,




Changing a Shipment VT02N


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1

Enter the shipment file number or search for it using the match code.

Shipment number:

1

2 Click on

The Change Shipment Initial Screen is displayed.2



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1

Organizing the status is complete, planning is activated.

Click on

The status returns to

1

You can modify your shipment (modification of forwarder, additionOf deliveries…………..

Then Click again on

And save



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DISPLAY A SHIPMENT



Logistics, Logistics Execution, Transportation, Transportation Planning, Display ,



Or use transaction VT03N


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The Display Shipment Initial Screen is displayed.

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Shipment number:

Enter the shipment file number

or search for it using the match code.

Click on

Then the requested information will appear

Displaying a Shipment VT03N


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Displaying a Shipment VT03N


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DELETE A SHIPMENT


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Change,





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1 Shipment number:

Click on2

Enter the shipment number to delete.

1

2Then the change shipment initial screen is displayed.

Delete a shipment - VT02N


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Here is the direct road 1312 change overview display screen which is part of the status.

1

Click directly on the delete icon

1



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An information window shows that the selected shipment will be deleted.

To confirm deletion, click on1

1



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The system shows that the shipment is deleted.



Depending on the organization , this function will be performed automatically or not .

When necessary (for example last minute shipments), batch allocation will be done by either CSR/Supply Chain or Plant.

For purposes of training, you will manually allocate the batch for your shipment.


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Batch Search Strategy is defined by Quality Management

What is Batch Search Strategy? You use this function to define rules for batch determination in

particular business transactions. You specify: The conditions under which determination is to be

triggered. The search criteria that are to be used.

Example: Batch determination is to be triggered if customer A orders material B, as this customer only accepts batches with particular specifications. You use your batch search strategy to look for these particular specifications.


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Change.





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Click on “batch split”

Batch Allocation and Packing VL02N


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Then click on “batch determination”



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Batch is selected. Then click on “copy” button.



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Batch has now been assigned. Now we have to pack, so click the Packing icon.



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Enter or search the packing material code associated to the product. Then highlight the two lines and pack using the Pack icon. Then Save.

Batch allocation and Packing VL02N


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1

Batch allocation and Packing - VL02N


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CREATE A TRANSFER ORDER

(WITH PICKING ICON)


Access transaction by:

Via Menus Logistics Sales and Distribution Shipping and Transportation Outbound delivery Lists and Logs Outbound Delivery Monitor

Via Transaction Code VL06O


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1. On the Screen ‘Outbound Delivery Monitor’ click on For Picking

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Creating a Transfer Order VL06O


Shipping Point : The physical location (for example, a warehouse or collection of loading ramps) from which you ship the item.

Picking Date :The date by which picking must begin for the

delivery item to reach the customer on time. Remove the 1st picking date and leave the 2nd date as is.

Click on the EXECUTE icon. The system will display the list of deliveries to be picked.

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On Screen “Days Workload for Picking” select the desired delivery and click on the icon :

TO in background

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A pop up window will appear entitled “Transfer order for Picking”, place a ‘1’ in the adopt pick quantity and click on the green check mark to continue.

This process will update the delivery with the new

quantity if necessary

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The system will display the message ‘WM-TO: 1 deliveries successful, 0 with errors, 0 not relevant. The transfer order has been created. The pick ticket is automatically printed (not automatic at all sites



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REPRINT THE PICK TICKET


If the pick ticket has to be reprinted or printed because it is not automatic then go to SAP transaction LT31.


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• Enter information in the fields as specified below:

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Warehouse Number that identifies a complex, physical warehouse structure within the Warehouse Management system

If the transaction code LT31 is accessed immediately the system will populate the warehouse number. If the system does not default then add the warehouse

Reprinting a Pick Ticket LT31


Transfer Order Number is the # that identifies the transfer order within a warehouse

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If the transaction code LT31 is accessed immediately the system will populate the transfer order number. If the system does not default

then add the warehouse number for the pick ticket.Print Code enterPrinte

r Enter LOCL – this will print the pick ticket on the user’s assigned printer

Spool Control : Enter

Print :

Ensure the print button is checked onClick on the print icon in the top menu bar – the pick ticket will now

print



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To delete a non confirmed TO, use the following path:


Shipping and Transportation,Picking,

Cancel Transfer Order.


LT15 – Single Document

or use the LT15 transaction.

Deleting a non confirmed TO LT15


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The LT15 transaction brings you onto the Cancel Transfer Order initial screen, where you can cancel a transfer order manually created by mistake.

1 TO Number:

2 Whse Number:

Enter the TO number you want to delete.

Enter your warehouse code number.

A

The Foreground screen control is selected by default.

Validate by clicking on

.

3

1

2

A

3

Deleting a Non Confirmed TO LT15


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The system displays the work items affected by the TO.

You can directly record this TO deletion by clicking on .1

1



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The system deleted the 2 selected TO items.



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By checking the document flow, you can see that the TO appears as “completed" .

You can delete the involved outbound delivery afterwards.



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CONFIRM A TRANSFER ORDER

(WITH CONFIRMATION ICON)


Access transaction by: Via Menus Logistics Sales and Distribution

Shipping and Transportation Outbound delivery Lists and Logs Outbound Delivery Monitor

Via Transaction Code VL06O


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Confirming a Transfer Order VL06O


Shipping Point : The physical location (for example, a warehouse or collection of loading ramps) from which you ship the item.

Pland gds mvmnt dateDate : The date on which the goods must physically leave the shipping point to reach the customer on time

Remove the 1st picking date and leave the 2nd date as is.

Click on the EXECUTE icon. The system will display the list of deliveries to be confirmed .

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Confirming a Transfer Order VL06OCase 1 : Confirm in background

A pop-up window will appear enter ‘1’ in the Adopt pick quantity .

Click on the green check mark and the delivery is confirmed


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Confirm a Transfer Order - VL06O

The line corresponding to your delivery in highlighted in green and a message confirm that the Transfer Order has been confirmed

Case 1 : Confirm in foreground


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CLICK ON



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This is the screen which allows you to confirm the batch reference if necessary and confirm the actual quantity loaded .



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Batch number indicated, quantity loaded changed .



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A pop up window appears .You confirm the difference in quantity between the delivery and the loading quantities



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The line corresponding to your delivery in highlighted in green and a message confirm that the Transfer Order has been confirmed



Yesterday you learned:

- To create a delivery – what transaction?- To create a shipment – what

transaction?- To create a TO (transfer order)- To re-print a pick ticket


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RECORD THE ARRIVAL OF THE TRUCK


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Change,





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1

Enter the shipment file number or search for it using the matchcode.

Shipment number:

12 Click on

The Change Shipment Initial Screen is displayed.2

Recording Arrival of Truck VT02N


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3

2

1

1

2

Click on

indicating the date and

time of execution when

the truck reaches the

plant.

3

The status is now set to2: Check-in.

The light is orange.

To save, press



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You can populate :

-External ID 1: (will be renamed as *Truck Plate ID* Use this free form field to enter the truck's license number.

For shipment by sea, you can enter :The container ID


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1


The system has accepted the change to the shipment.If you want to record that shipment loading started shipment loading ended

use the same transaction and click on the appropriate icons


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Shipment Completion (and apply

Packaging instructions for Shipment Materials)


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Click on2

2

Remark:

It is possible to click on the following buttons if necessary

to accept the exact loading and unloading times.

1

1

Shipmt completion is the step when all of the documents required for releasing the truck (delivery slip, analytical document…) are printed.

Shipment Completion VT02N


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The system opens a window with the exact date and time when transportation was fulfilled.

1 External ID 1: (will be renamed as *Truck Plate ID*

Use this free form field to enter the truck's license number.

For shipment by sea, you will have to enter :

-The container ID

- The Seal Number (External ID 2 to be renamed)

- The booking number (FA tracking ID to be renamed)

1

2

2

Click on



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Click on icon that looks like a packaging box



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Highlight the line *material to be packed* then select the icon to show the available codesAnd select the correct packing material


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Then the Packing Material you selected is populated in the top section


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1)Highlight the two lines 2)then click on Pack and save .

Shipment Completion VT02N CASE 2 : Bulk Material


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The system shows that the shipment is completed



LIST OF AVAILABLE MATERIALS TODAY

1055651 Container 20 feet 1055652 Container 40 feet 1139310 Container 45 feet 1753761 Container 40 feet HC 1059333 ISO-tank (Ocean) 1055670 Bulk Tank 1060779 Multi-tank

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Hilight the one you require then hit the green checkmark



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To delete a confirmed TO, you need first to create a Return Transfer Order and then to confirm it. To do this,

use the following path:



Cancel Transfer Order.


LT0G–Return Transfer for Outbound Delivery

or use the LT0G transaction.

Deleting a Confirmed TO FOR FULL WM WAREHOUSE ONLY-LT0G


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Enter the desired WM warehouse number.

Click on .3

31 Warehouse Number:

1

Enter, or find using the matchcode, the delivery for which you want to create the Transfer Order.

2 Delivery:2



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The delivery items are displayed.

Select the delivery by clicking on .

After the delivery is selected, its lines become yellow.

Then, click on .

1

2

2

1



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1

The mark shows that a Return Transfer Order has been created (lines become

green).

Now you need to confirm this transfer order using the LT12 transaction.

Quit the transaction by clicking on .

1



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To confirm the TO, use the following path:



Confirm Transfer Order,Single Document.


LT12–In One Step

or use the LT12 transaction.

Deleting a Confirmed TO FOR FULL WM WAREHOUSE


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1

Enter the number of the order to confirm. If you don’t know this number, go to Flash n°1.

Transfer order No.:

1

2

Check that this field is empty.

Adopt Pick . quantity :

2

Validate by clicking on

.

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1The items overview is displayed.

Items are selected by default.

Click on .

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Save by clicking on

.

1

The items are checked because they have just been confirmed.

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A message informs you about the confirmation of TO no. 2167.

Quit the transaction by clicking on

.

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Now you can display the document flow of delivery no. 80001309.

The deleted TO (n. 2166) status appears as “completed”.1

The confirmed return TO (n. 2167) status also appears as

“completed”.

2

1

2



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2

To delete a confirmed TO, you need to delete the picking quantity in the delivery. To do this, use the

following path:


Shipping and Transportation,Outbound delivery,

Change.


VL02N–Single document

Deleting a confirmed TO (bulk or packed material Lean WM Warehouse)


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TO Delivery number:

Enter the delivery number on which you want to delete the Transfer Order.


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2

Select the picking tab.

Click on .3

1 Picking:

1Delete the picking quantity

2 Pick quantity :

2

3

The transfer order is now cancelled.


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CREATE SHIPMENT COLLECTIVELY


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Pre-requisites:

There must be "variants" specific to a transport type, as well as a selection of deliveries that need to be distributed and assigned in as many "Transport" documents as necessary.

These variants enable shippers to:. Select all shipments that need to be carried out. Determine how they are to be grouped in on or more 'shipment' documents.. To assign data and options to these shipments so that they contain accurate information with regard to: - their planning and subsequent execution - the valuation of the corresponding transport accruals - the subsequent reconciliation of these accruals with the invoices of the shipment agents.


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From the main SAP menu, go to:


Transportation,Transportation planning,

Create,


VT04 – Collective Processing

Or use the VT04 transaction


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Search for the variants you wish to use. According to the standard naming convention, they start with the Transport planning point .It is only useful to select the variants using "Created by" if you know they were created by this user.

1 Click on the icon to display the variant selection window.

2

1

4

3

In the list of variants, select the one that needs to be activated.

4

2

3 Click on to display all of the variants.

Validate.

Collective Processing VT04


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1

The variant parameters are automatically populated:Click on the buttons to…

… View the "Delivery" selection criteria.

1 2 … View the grouping criteria for deliveries within one file.

2 3 … View the values which will be assigned to each of the shipment documents created (Shipment type, Transport planning point, etc.)

3

Start the search.5

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Before starting the process of creating shipment documents in real mode, you can execute the transaction in simulation mode to see what files the variant is going to create.

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1

3

2

4

Overview of selected deliveries and shipments that were created

1 To view the full report of the executed variant, you must click on the triangles.

2 At the end of the query, two deliveries have been selected.

3 Each one is assigned to a unique shipment document. By placing the cursor on the row and clicking on , you can view the contents and carry out planning (shipment stage).

4

1

4

3

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The shipment document opens.At this stage, no information concerning the transport has been retrieved (shipment route, shipment type, dates, etc.)

1 To view the assignment of the deliver(ies) to the shipment document, click on the hierarchy tree.

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1 Double-click on the delivery code to view its details.

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To return to the previous screen, click on

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1 Schedule the shipment document as explained in 1)

1

2 … and save it to return to the initial list of shipments created; now select the next line in the list.

2



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DISPLAY LIST OF UNCONFIRMED TRANSFER ORDERS


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From the SAP main menu, use the following path:


Internal Whse Processes,Stock Transfer,

Display Transfer Order.


LT23 - List.

Or use the transaction LT23.

LT23


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1

1

Enter the warehouse number at the origin of the transfer, e.g. 003 for FR59.

3

2

1

3 To start the search,

click on

2 Check the selection of the "Only open TO items" option.

Display List of Unconfirmed TO’s LT23


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1 Note the TO number.

3 To exit the transaction, click on

3

Check the material, the batch, and the transfer (Issuing quantity and location, Receiving quantity and location).

2 Note that the TO has to be confirmed.

1

2

Display List of Unconfirmed TO’s LT23


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You can access either via menu path or by entering it directly into box then clicking the check mark


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Enter your material code and plant #. If you want to see that material at all plants, do not enter plant code. Then hit the execute button

Display Stock Overview MMBE


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This will show stock at specified location (if selected); by double-clicking on the storage location, you can see more detail.

Display Stock Overview MMBE


What have you learned?Do you feel comfortable with the new

process?

Questions/Comments?

133SAMEER BARDE- [email protected] 732-915-1586

BPP’s (Business Process Procedure)

- VL10H – Creating a Delivery- VT01N – Creating a Shipment- VT04 – Creating a shipment collectively- VT02N, VT03N – Change/Display shipment- VL06O – Creating a Transfer Order- VL06O – Confirming a Transfer order- LT31 – Reprinting a print ticket- LT23 – Displaying list of unconfirmed TO’s

134SAMEER BARDE- [email protected] 732-915-1586

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Customer Service Finance

Create Delivery VL10H(Batch Allocation)

Plant/Warehouse/DC Transport Company

Create Sales OrderVA01

Make Trans. Arrangements

Create Transfer Order VL06O/LT03

Create Shipment VT01N

If necessary, deleteTransfer Order &

update batch in Delivery

Receive Invoice

Pick Ticket/pre BOL

Receive Product& Acknowledge onDelivery Document

DeliveryDocument

Confirm Transfer Order VL06o

Post Goods Issue & Create packaging

instr. (if necessary VT02N

Create Shipment Cost File

DeliveryDocument

GenerateBilling Document

Receive Pick Ticket

Dispatch Truck forLoading & Delivery

Schedule TruckLoading

Indicate PickedBatches onPick Ticket

Print Tax Invoice VF01

Invoice

Picking &Loading

COA

customer

Send an order
