courier express parcel: test case

TEST CASE DESCRIPTION | PUBLICSAP TM 9.6 FPS022019-10-09

Courier Express Parcel: Test Case

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Content

1 Courier Express Parcel: Test Case. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4

2 Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

2.1 Master Data and Organizational Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

2.2 Roles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6

3 Process Overview Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

4 Process Steps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

5 Sales Order Processing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

5.1 Create Sales Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

5.2 Create Outbound Delivery with Handling Units. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

5.3 Reviewing Planning Results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Preparing Freight Orders for Execution. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Sending a Freight Order. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Checking Status of Freight Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Set Status to Confirmed by Carrier. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Set Status to Ready for Loading. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15

Arranging and Printing Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15

Set Item Status to Loaded. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16

5.4 Executing Freight Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Monitoring the Freight Order in Transit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Handling Exceptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Delivering the Load. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18

Checking Final Completion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

5.5 Settle Freight Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Calculating Charges for Freight Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Creating a Freight Settlement Document. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Transferring Freight Settlement Documents to SAP ERP. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Monitoring Invoice Verification. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

2 P U B L I CCourier Express Parcel: Test Case

Content

Legal Disclaimer

CautionThis document contains sample configuration content. Unless expressly stated otherwise in your agreements with SAP, this sample content is not part of SAP product documentation and you may not infer any product documentation claims against SAP based on this information.

Courier Express Parcel: Test CaseLegal Disclaimer P U B L I C 3

1 Courier Express Parcel: Test Case

This business scenario is intended for shippers that want to manage parcel shipments. The shipper is a manufacturer and distributes products using a courier express parcel (CEP) service provider. The shipper creates a sales order in SAP ERP Sales and Distribution, checks the availability of the required product, and immediately creates the delivery. Within the delivery, products are packed into boxes. Because SAP ERP deliveries are integrated with planning processes in SAP Transportation Management (SAP TM), the delivery document is automatically transferred to SAP TM and converted into a delivery-based transportation requirement (DTR). SAP TM provides the necessary rules to determine the direct shipment options such as pickup and delivery time windows and service levels that fulfill the given constraints.

Transportation Charge Management (TCM) calculates the transportation charges and transfers them to SAP ERP using the Supplier Freight Invoice Request processing component to create a purchase order (PO) and the associated service entry sheet (SES). The PO is used to establish the accruals against which the carrier is paid.


Courier Express Parcel: Test Case

2 Prerequisites

Before you start to conduct this test case, you must set up your master data and organizational data (see Master Data and Organizational Data [page 5]).

You can also choose to configure your roles (see Roles [page 6]).

2.1 Master Data and Organizational Data

Master and organizational data is created in your SAP ERP system during the implementation phase. This data reflects the organizational structure of your company; master data focuses on operations, for example, master data for materials, vendors, and customers. This organization-specific business data is used to enable the business process.

NoteYou can also use customized values for any material or organizational data for which you have created master data.

Use the following master data in the process steps described in this document:

Master and Organizational Data Value

Material CEP-PROD-01

Sold-to party CEP-CU-01 to CEP-CU-20

Ship-to party CEP-CU-01 to CEP-CU-20

Plant 3100

Storage location 0001

Shipping point 3100

Sales organization 3000

Distribution channel 10

Division 00

Company code 3000

Courier Express Parcel: Test CasePrerequisites P U B L I C 5

2.2 Roles

You can assign the following roles to the users who are to test this scenario.

SAP Transportation Management

Business Role Technical Name

Transportation Planner /SCMTMS/PLANNER

Dispatcher /SCMTMS/DISPATCHER

Carrier Settlement Specialist (for example, Payment Specialist)

/SCMTMS/CARRIER_SETTLEMENT_SP

SAP ERP

Business Role Technical Name Comment

Sales Order Processing SAP_LO_SD_SALES_ORD_PROCESSING Required to create sales orders

Online Invoice Verification SAP_MM_IV_CLERK_ONLINE Required to enter and verify carrier invoices


Prerequisites

3 Process Overview Table

Process Step Business Role Transaction Expected Results

SAP ERP: Sales Order Processing

Customer Service Agent VA01

VA02

Sales order is created.

SAP TM: Preparing Freight Orders for Execution

Transportation Planner NWBC Order-based transportation requirements (OTRs) are created and transferred to the SAP TM system.

The resulting freight orders are then prepared for execution.

SAP TM: Executing Freight Orders

Transportation Planner NWBC Freight orders are executed.

SAP TM: Settling Freight Orders

Carrier Settlement Specialist NWBC Invoice is created and transferred to the SAP ERP system.

Courier Express Parcel: Test CaseProcess Overview Table P U B L I C 7

4 Process Steps

To test this scenario, you must complete the following activities and procedures:

● Create Sales Orders [page 9]● Preparing Freight Orders for Execution [page 12]● Executing Freight Orders [page 16]● Settle Freight Orders [page 19]


Process Steps

5 Sales Order Processing

5.1 Create Sales Orders

Context

In this procedure, you create a sales order and the corresponding delivery document.

The order process in SAP ERP is closely integrated with the planning process in SAP Transportation Management. Once a sales order or delivery is created in SAP ERP, it can be automatically transferred to SAP TM and saved as a transportation requirement. SAP TM provides the necessary transparency to determine the order requirements such as times, products, and geographical and customer requirements.

A customer service agent creates sales orders in SAP ERP. If the sales orders are relevant for transfer, they are transferred to SAP TM automatically when they are saved. In SAP TM, they are saved as order-based transportation requirements (OTRs).

Procedure

1. As the customer service agent, choose the following menu path from the SAP Easy Access screen in SAP ERP: Logistics Sales and Distribution Sales Order Create . Alternatively, call transaction VA01.

2. Enter order type OCEP (standard order for courier express parcel) along with the following organizational data:○ Sales organization 3000○ Distribution channel 10○ Division 00

3. Press ENTER .

4. Enter the following data:

Field Value

Sold-to party CEP-CU-01

PO Number Parcel-XXX

Courier Express Parcel: Test CaseSales Order Processing P U B L I C 9

Field Value

Req. Deliv. Date <Today> + 5 Days

Pricing Date <Today>

Material CEP-PROD-01

Order Quantity 10 CAR

5. Press ENTER .

6. Choose Goto Header Shipping to navigate to the header area for the shipping settings.7. As the shipping condition, choose 99 CEP.

8. Save your entries and make a note of the sales order number: ____________________.

5.2 Create Outbound Delivery with Handling Units

Context

In this procedure, you create an outbound delivery based on the sales order.

The order process in SAP ERP is closely integrated with the planning process in SAP Transportation Management. Once a sales order or delivery is created in SAP ERP, it can be automatically transferred to SAP TM and saved as a transportation requirement. SAP TM provides the necessary transparency to determine the order requirements such as times, products, and geographical and customer requirements.

A customer service agent creates outbound deliveries in SAP ERP. If the outbound deliveries are relevant for transfer, they are transferred to SAP TM automatically when they are saved. In SAP TM, they are saved as delivery-based transportation requirements (DTRs).

Procedure

1. On the SAP Easy Access screen, choose Logistics Sales and Distribution Shipping and TransportationOutbound Delivery Create Single Document With Reference to Sales Order or call transaction

VL01N.

2. Enter the following data:


Sales Order Processing

Field Value

Shipping Point 3105

Selection Date <Requested delivery date in your sales order>

Order <Your sales order number>

3. Press ENTER .

4. On the Picking tab page, enter the delivery quantity as the picked quantity.5. Press ENTER .

6. Choose the Pack pushbutton from the toolbar or press SHIFT + F6 .

7. Confirm the warning that items without a storage location exist.

A new window appears containing two areas: the top area contains information about the packaging material area and the bottom area contains the material that is to be packed.

8. In the top area, enter packaging material CEP-ALR-BOX (either directly or by entering CEP* and calling the input help ( F4 )).

9. Press ENTER .

A handling unit is displayed.10. Select the handling unit and the product from the lower table.11. Choose the Pack pushbutton.

Product CEP-PROD-01 is packed into CEP-ALR-BOX boxes.

NoteOne box can include up to 6 products only. If you entered a greater number of products in your sales order, add further handling units to accommodate all of the products. Use a sufficient number of boxes to ensure complete delivery (that is, no materials remain in the lower table).

12. Chose Back or press F3 .

13. Choose Goto Header Shipments .14. Enter the correct dates and times for transportation planning, loading, the planned goods movement, and

the delivery.

NoteThis step is required to test the various direct shipment options (DSOs). This scenario uses two carriers: ALR and Union Express. Each carrier offers three DSOs: overnight (12 hours), 2-day (24 hours), and standard (36 hours). Depending on which case you are testing, enter the correct date and time. The loading and delivery dates and times are significant for SAP TM. Based on this information, the system chooses the least expensive DSO and calculates the charges.

15. Save your entries and make a note of the outbound delivery number: ____________________


Results

Sales orders and delivery documents are created. Delivery-based transportation requirements with packaging material information (DTRs) are also created in SAP Transportation Management.

5.3 Reviewing Planning Results

Context

In this activity you check the output of the automatic planning.

Procedure

1. In SAP NetWeaver Business Client (SAP NWBC) for SAP Transportation Management, choose ERP Logistics Integration Worklist Overview Transportation Requirements .

2. Select the All Delivery-Based Transportation Requirements worklist and search for your ERP delivery number. Alternative, choose the Show Quick Criteria Maintenance pushbutton, enter the ERP delivery number in the Original Delivery field, and choose the Apply pushbutton.

3. Open the delivery-based transportation requirement, choose the Document Flow tab page, and note the freight unit number: ____________________.

Results

A parcel freight order is created automatically.

5.3.1 Preparing Freight Orders for Execution



5.3.2 Sending a Freight Order

Context

In this procedure, you send a freight order to a carrier.

Procedure

1. Choose the following menu path in SAP NetWeaver Business Client (SAP NWBC): Freight Order Management Parcel Overview Parcel Manifest .

2. Select your freight order from the list.

3. Choose Subcontracting Send to Carrier .4. Choose save.

Results

The freight order has been sent to the carrier.

5.3.3 Checking Status of Freight Orders

Use

You perform this procedure to check the status of freight orders.

Procedure

1. Choose the following menu path in SAP NetWeaver Business Client (SAP NWBC): Freight Order Management Parcel Display Parcel Manifest .

2. Enter the freight order number and choose Continue.


3. Go to the Statuses tab page and check the status of the following items:

Field Expected Value

Fixing Open

Life Cycle Status In Process

Execution Status Not Started

Subcontracting Status Sent

Execution Block Blank

NoteIf the Statuses tab page is not visible, right-click the folder icon to the right of the tab pages that are displayed. The system displays a list of all available tabs. You can select the Statuses tab page from this list.

5.3.4 Set Status to Confirmed by Carrier

Context

In this procedure, you specify that the carrier has confirmed the freight order.

Procedure

1. In SAP NetWeaver Business Client, choose Freight Order Management Parcel Overview Parcel Manifest .

2. Select your freight order from the list.

3. Choose Subcontracting Confirm .4. Save your changes.

Results

The status of the freight order in SAP Transportation Management changes to Confirmed.



5.3.5 Set Status to Ready for Loading

Context

You carry out this procedure to load freight orders.

Procedure

1. In SAP NetWeaver Business Client (SAP NWBC), choose Freight Order Management Parcel Edit Parcel Manifest .

2. Enter your freight order number and choose the Continue pushbutton.

3. In the freight order menu, choose the Set Status Set to Cargo Ready for Loading pushbutton combination.

Results

In SAP Transportation Management, the status of the item in the freight order has changed to Ready for Loading.

5.3.6 Arranging and Printing Documentation

Context

You perform this procedure to print a freight order document.

Procedure

1. In SAP NetWeaver Business Client (SAP NWBC), choose Freight Order Management Parcel Overview Parcel Manifest .

2. Select a freight order from the list.


3. Choose Print and then Print Preview.

Results

The freight order document is displayed as a print preview.

5.3.7 Set Item Status to Loaded

Context

You carry out this procedure to load items.

Procedure

1. In SAP NetWeaver Business Client (SAP NWBC), choose Freight Order Management Parcel Edit Parcel Manifest .


3. In the freight order menu, choose the Set Item Status Set to Loaded pushbutton combination.

Results

When all of the items have been loaded, the status of the freight order also changes to Loaded at header level.

5.4 Executing Freight Orders

Context

You carry out this procedure to execute the transport.



Procedure

1. As the dispatcher, in SAP NetWeaver Business Client (SAP NWBC), choose Freight Order ManagementParcel Edit Parcel Manifest .


3. In the freight order menu, choose the Set Status Set to Departed pushbutton combination.

5.4.1 Monitoring the Freight Order in Transit

Context

You perform this procedure to display and update the status of a freight order.

Procedure

1. As the dispatcher, choose the following menu path in your SAP Event Management system: Event Management Web Interface Search . Alternatively, call transaction /SAPTRX/EM_START.

2. In the Tracking Scenario field, choose Shipper Freight Order Transport Visb Process .3. Enter the freight order number and choose Apply.4. Select the row containing your freight order and choose Display Details.5. Choose Report All Expected Events.6. Enter the actual event date and time for Departure, Customs Clearance, and Arrival at Destination.7. Select the row and choose Send.

8. In SAP NetWeaver Business Client (SAP NWBC) for SAP Transportation Management, choose Freight Order Management Parcel Edit Parcel Manifest .

9. Enter the freight order number and choose Continue.10. Go to the Execution Information tab page at header level. Check that all event dates have been updated.

Results

Actual event dates are added to the freight orders in the SAP Event Management system and this information is transferred to SAP Transportation Management.


5.4.2 Handling Exceptions

Context

You perform this procedure to handle any exceptions that may delay or damage the freight order and report the event.

Procedure

1. As the dispatcher, choose the following menu path in your SAP Event Management system: Event Management Web Interface Search . Alternatively, call transaction /SAPTRX/EM_START.

2. In the Tracking Scenario field, choose Shipper Freight Order Transport Visb Process .3. Enter the freight order number and choose Apply.4. Select the freight order and choose Display Details.5. Select the Delay checkbox to introduce a delay and choose Apply.6. Select the event for which you want to report a delay from the Delayed Event list. Here you can also find

other details related to the delay.7. Choose Send.8. If configured, an alert mail is sent to the person responsible.

9. In SAP NetWeaver Business Client (SAP NWBC) for SAP Transportation Management, choose Freight Order Management Parcel Edit Parcel Manifest .

10. Enter the freight order number and choose Continue.11. Go to the Execution Information tab page at header level and check that the delayed event has been

updated in the series of events.

5.4.3 Delivering the Load

Procedure

As the dispatcher, choose the following menu path in your SAP Event Management system: Event Management Web Interface Search . Alternatively, call transaction /SAPTRX/EM_START.



Results

The status of the items has changed to Executed.

5.4.4 Checking Final Completion

Context

You perform this activity to check the status of the freight order after all of the items have been delivered.

Procedure

1. As the dispatcher, choose the following menu path in SAP NetWeaver Business Client (SAP NWBC): Freight Order Management Parcel Display Parcel Manifest .

2. Enter the freight order number and choose Set Life Cycle Set to Completed .3. Go to the Status tab page and check that the Lifecycle Status is Completed.

Results

Execution of the freight order is complete.

5.5 Settle Freight Orders

This business activity triggers the creation of a self-invoice or the verification of an invoice for subcontracted transportation services. Actual invoice verification takes place in SAP ERP. This business activity ensures that the amounts paid are correct for the logistical ordering and execution process. The activity requires the following procedures:

● Calculate charges for freight orders (see Calculating Charges for Freight Orders [page 20])● Generate settlement documents (see Creating a Freight Settlement Document [page 20])

● Transfer the settlement document to SAP ERP for payment (see Transferring Freight Settlement Documents to SAP ERP [page 21])

● Monitor the settlement process (optional) (see Monitoring Invoice Verification [page 22])


5.5.1 Calculating Charges for Freight Orders

Context

In this procedure, you calculate charges for your freight orders.

Procedure

1. As the carrier settlement specialist, choose the following menu path in SAP NetWeaver Business Client (SAP NWBC): Freight Settlement Worklist Overview Freight Settlement Documents .

2. Select the query for Freight Orders All.3. Search for and select freight orders for which you need to create invoices.4. Choose Calculate Charges to calculate freight charges.

Results

The total amount on the Charges tab page contains a value and the document is ready for invoicing.

5.5.2 Creating a Freight Settlement Document

Context

You perform this procedure to create freight settlement documents for freight orders.

Procedure


2. Select the Freight Orders link.3. Search for and select the freight orders that you want to invoice.



4. Choose Follow Up Create Settlement Document .

The freight settlement document appears in a new window.5. Choose Save All.6. Make a note of the new freight settlement document number.

Results

The system creates a freight settlement document.

5.5.3 Transferring Freight Settlement Documents to SAP ERP

Context

You perform this procedure to transfer a freight settlement document to your SAP ERP system.

Procedure


2. Choose Freight Settlement Documents All.3. Select your freight settlement documents and choose Save and Transfer.

4. In SAP NetWeaver Business Client (SAP NWBC), choose Freight Settlement Land Display Freight Orders .

5. Enter a freight order number and choose Continue.6. Go to the Document Flow tab page.7. Check the purchase order and the goods and service acknowledgement under Successor Business

Documents.8. Make a note of the purchase order and the goods and service acknowledgement numbers:

____________________.9. Check whether a service entry sheet has been created and note the number: ____________________.


Results

The freight settlement document is transferred to SAP ERP and the invoicing status of the document changes to Completely Invoiced.

5.5.4 Monitoring Invoice Verification

Context

In this optional procedure, you monitor the invoice verification in the SAP ERP system.

Procedure

1. As the carrier settlement specialist, choose the following menu path from the SAP Easy Access screen in SAP ERP: Logistics Materials Management Purchasing Purchase Order Display . Alternatively, call transaction ME23N.

2. Choose Other Purchase Document.3. Check the short text of the material – it should be the freight order with an item number.4. Go to the Purchase Order History tab page at item level.5. Check the services, material document number, and goods receipt number.

Results

You can monitor the invoice settlement document that is transferred to SAP ERP.



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Courier Express Parcel: Test CaseImportant Disclaimers and Legal Information P U B L I C 23

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