Freight order document creation path-
SPRO==>>IMG==>>Transportation Management==>>Freight order management==>>Freight Order==>>Defile freight order document types
We can copy exiting or create new document-
Freight order document fields-
Default type-
Default type can be activated for only one document depending upon means of transport like for one default document for road transport and one for ship transport. There cannot be multiple default types.
Default type for ERP shipment integration-
ERP shipment is nothing but LE-TRA shipment from ECC side and can be used with freight order combination. There was ERP shipment present earlier when TM launched by SAP and hence it was going through shipment integration also some organizations want ERP shipment document to keep due to their internal requirements and SAP will keep LE-TRA till 2025 so till that time this option will be available but once S4 HANA embedded TM is there with full fledge then this integration will not need.
Number range settings-
Number ranges-Here we can define how the document number drawn by the system draw immediately or draw number when saving the document.
Number range interval- Which number should be drawn by freight orders that number defined here.
Basic settings-
Transportation mode- What is the mode of transport for this freight order defined here like road , rail or ship.
Traffic direction- This is useful in case of ocean scenarios where we can identify whether the freight order is for pre-carriage, on-carriage or post-carriage. There are three options to select- Export, Import and transit.
Freight order can be subcontracted- This allows tendering option.
Here we can choose subcontracting allowed or not allowed and force loading of transportation allocations means based on allocations from transportation lane those allocations can be forced into this freight order
Subcontracting checks- Here we can choose option as basic checks or additional checks in additional checks we can maintain certain criteria’s in configuration like Carrier ranking, Valid agreements compatibility for schedules etc.
Sequence type of stages- Generally we choose linear and we can customize and it called star shaped.
Self-delivery/customer pick up- For customer pick up , there is no need of subcontracting, charges and tendering so here only planning and execution required so process becomes very easy because there is no need of track and trace and we are not responsible for status updates also no settlement is there.
Shipper/ship to party determination-How ship to party needs to determine that is defined here whether It needs manually entered or determine from preceding documents order/delivery.
Fix documents when saving- After saving the freight order there will be pad lock and no one can change the he order.
Freight order can be deleted- This check mark allows deletion of freight order.
Track changes- Activated for tracking the changes in document.
Planning settings-
Planning profile- If there is any particular planning profile the mentioned here for automatic determination
Distance duration determination- This will impact the mileage calculation and time/hour calculation. Once we know the mileage we can track the freight order and carrier’s charges will depend on mileages.
Different means of transport for document type- If there is requirement of any alternate means of transport then mentioned here.
Condition for different means of transport- Here we maintain conditions basis of which he alternate means of transport can determine.
Enable package building- When we receive materials the certain packages needs to create like parcel, pallet, container, truck and carton those HU from EWM side can be used for package building. In LSP scenario they provide package building as a service to manufacturer.
If we want to enable then we need a strategy like load plan in the truck (Visualization of loads into truck)
Execution settings-
Execution tracking relevance- It defines whether the freight order event tracking allowed or not from event management or from TM.
Check condition ready for execution- There are some conditions when we want next stage of execution carry out so we define some conditions here.
Display mode for execution tab- In freight order execution tab we can see the actual events or expected events from TM, event management
Expected event for goods issue- What is expected event for after goods issue done so the status will be shown in freight order
Expected event for goods receipt - What is expected event for after goods receipt done so the status will be shown in freight order.
Last expected event- Arrival at destination event is generally maintained here so after that there is no track and trace is required
Execution propagation mode – It is standard or we can assign customized one.
Discrepancy profile- What kind of system discrepancies we want ignore and what kind of discrepancies are vigilant and need to take action so accordingly we can create new profile and assign here.
Output options-
Output profile- For better visibility and communication business objects assigned to freight order so that output will be sent in the form of print, email, EDI communication of XML message.
Business object- /SCMTMS/TOR
Additional output profile- This needs to be default and business object assigned here is /SCMTMS/TOR/_PRINT_ROAD
Text schema- Sales documents has different text and that text needs to be determine in the freight order so text scheme needs to create which is similar to text determination in SD and where we can define from where to source the text and where to show.
Organizational unit determination- Since this is freight order and we need to have purchasing and execution so we have to use purchasing and execution organization. So we can maintain default organization units or we also can create conditions to determine these organizations automatic.
Charge calculation settlement document settings-
Internal charge calculation- This means internal cost transfer and there is not much more finance impact and it is internally price add up in material for transportation.
In general terms charge calculation is for carrier and where we are settling the charges for carrier. Based on some events the charges calculation can be done so what kind of event that we have to specify so accordingly charges will be calculated. Events like pick up from location or arrival at destination/port so some charges need to trigger so here we need to create event profile for calculate the charges.
Enable cost distribution- Charge settlement is in general two ways in TM Charge settlement for procurement to carrier and billing to end customer. When we carry out whole thing we need costing to take place and want to add the cost to revenue as well as accruals and this will have direct impact in finance also I will generate some financial documents and stock valuation and it does not happen with settlement here we create separate account for capturing multiple entries of freight and looking at the expenses we can decide how that can done and it gets settled at the month as whole costing thing as one task but if we activate this check box then this costing thing happens at per item level and with respect to particular shipment and so it is very useful and have direct impact on finance.
Default FSD type- We can have multiple FSD type and also we can assign default FSD type here.
Default ISD type- We can have multiple ISD type and also we can assign default FSD type here.
Residence period- This is required for archiving the documents after completing the execution and settlement how much time the document relevant for us so we can define here some days for example 100 days the document can be kept in system and after that the documents gets archived and this is standard thing provided by SAP.
Integration settings- Here we decide on the freight order integration with-
Dangerous goods profile – If we are doing transportation of dangerous goods then what kind of profile need to use and how that movement can be controlled that we define here.
Customs profile- For international shipments where transport is crossing boarder how the customs documents needs to create so accordingly we define customs profile here.
Document creation relevance- It is relevant with EWM and this field defines whether to create TM relevant documents in EWM or no any external document creation. If freight order is ready for loading (Event) is then the documents created in EWM.
Delivery profile- While integration with sales orders delivery needs to create from TM system / delivery proposals are done from freight orders so how to create these deliveries is defined here and delivery profile is maintained.
We can activate check mark for automatic delivery creation.
EWM integration profile-This profile is created for communication with EWM to work TM and EWM in sink.
BW relevance- We always maintain this for analytical purpose.
Checks and blocks-
We do some security check, execution checks and assign block profile and if we don’t want certain delivery blocks to impact on transportation planning then we can ignore them and the blocks which should have impact on transportation planning then we can block further processing by block profile.
Default units of measures- We can maintain UOM’s for weight, volume and quantity as reference to system and freight order general data these will be utilized.
Default types- We can maintain some default order types if required by business for services and import.
Driver settings- If we need specific drivers to be assigned for freight orders then this is used.
Tendering settings- Here we can define how the communication will happen for tendering by email, EDI or phone. Tendering profile defined here.
Change controller strategy- Any change in preceding document updated in freight order and for that there is strategy condition needs to define and on the basis of those conditions system will allow further processing.
Quantity tolerance condition- We allow the freight order for having little tolerance if people want to adjust some quantity in empty places of truck but system will not allow but if we maintain here some quantity tolerance then system will accept it.
Date tolerance – We can maintain this field depend on customers, some customers will allow tolerance for 1 or more days but some will not allow for hours also.
Additional strategies-
Creation strategy, save strategy – These strategies required when we want certain things system should do after document creation like carrier selection, ranking, tendering, charge calculation so in that case we need to configure those strategies and assign here.
Partner related settings – How we want partner determination and who is the business partner coming in freight order.
We can maintain default carrier here and his is useful in case of shortcut planning.
Additional settings-
Bill of lading and way bills settings – Those combined together for tracing and It will need strategy assigned here
Allowed event codes- We can restrict the events or maintain specific events applicable for this freight order
Allowed item types- We can restrict the items types or enter item types applicable for this freight order
