solution manager content for outbound process with...
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Solution Manager Content for Outbound Process with Cartonization Planning
S AP EWM 7 .02
Solut ion Manager Content SP 31
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Table of Contents
Solution Manager Content for Outbound Process with Cartonization Planning ........................ 6
Outbound Process with Cartonization Planning .................................................................... 7
Configuration of Outbound Process with Cartonization Planning ........................................ 15
Activating BC Sets ............................................................................................................ 19
Configuration of Master Data ........................................................................................... 20
Creating Customers ...................................................................................................... 21
Creating Products ......................................................................................................... 22
Creating Fixed Bin Assignments for Products .............................................................. 24
Creating Packaging Materials ....................................................................................... 25
Creating Packaging Specifications ............................................................................... 26
Creating Routes ............................................................................................................ 32
Configuring Determination of Staging Areas and Doors .................................................. 35
Configuring Work Centers ................................................................................................ 36
Configuring Determination of Algorithm Profiles .............................................................. 37
Activating Application Logs .............................................................................................. 38
Configuration of Printing ................................................................................................... 39
Configuring Printing of Warehouse Orders ................................................................... 40
Configuring Printing of Handling Unit Labels ................................................................ 41
Configuring Printing of Delivery Notes and Loading Lists ............................................ 43
Test Case for Outbound Process with Cartonization Planning ............................................ 44
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Solution Manager Content for Outbound Process with Cartonization Planning
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Outbound Process with Cartonization Planning
You use this business process to send ordered goods to external customers. In this process, you send smaller quantities of different products to several customers using a single route. You pick the goods by waves into pick-handling units (pick-HUs) and consolidate them into shipping HUs. You then stage the shipping HUs and load them into a truck before posting the goods issue.
Cartonization planning is the improvement of the creation of shipping HUs based on information from product master data and outbound delivery orders. Cartonization planning results in the creation of planned shipping HUs that you can use as templates for creating shipping HUs during picking or packing.
In this process, you use cartonization planning to optimize the use of packaging materials and thus reduce the whitespace on the shippers’ truck. Cartonization planning provides you with information about volume, weight, and number of shipping HUs at an early point in time during the outbound process. You use this information to order transportation capacity for upcoming shipments and to repack the picked goods into shipping HUs at the packing station.
The following figures illustrate the correlation between the physical process and the manual or automatic activities in the system:
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Step 7
Pack the goods (EWM)
Physical Activity System Activity
Step 4
Create a TU (EWM)
Step 1
Assign the outbound delivery
orders to routes (EWM)
Step 2
Create waves (EWM)
Step 6
Pick the goods (EWM)
Outbound Process with Cartonization Planning – Part 1
The system assigns outbound
delivery orders to routes
The system builds picking waves
The shipping office clerk orders transportation capacity based
on cartonization planning
The shipper confirms thetransportation capacity and
communicates an external
identifierThe shipping office clerk creates
a TU with the external identifier
and the route
Step 5
Release the waves (EWM)The system releases the waves,
creates and prints WOs
Step 3
Carry out
cartonization planning
(EWM)
A shipping office clerk creates
planned shipping handling units
for outbound delivery order
items that are shipped at thenext truck departure
A warehouse worker prepares a
pick-HU, labels the pick-HU, and puts the pick-HU onto a
resource
The warehouse worker picks the goods into the pick-HU and
moves the pick-HU to the
packing stationA warehouse clerk creates the
pick-HU and confirms the WO
The packer at the work station
selects and scans the pick-HU
A packer prepares a shipping
HU according to the packaging proposal of cartonization
planning
The packer confirms the
repacking into the shipping HU
The system creates the
shipping HU
The packer repacks the goods from the pick-HU into the
shipping HU according to the
cartonization planning
The packer weighs and closes
the shipping HU
The system prints the shipping
HU labels and creates a WOThe packer labels
the shipping HU
The system proposes packaging material or shipping
HU for repacking
The packer prints the shipping
HU labels
Outbound Process with Cartonization Planning – Part 1
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Physical Activity System Activity
Step 8
Stage the goods (EWM)
Outbound Process with Cartonization Planning – Part 2
The warehouse worker confirms
the WO
The warehouse worker moves
the shipping HU to the staging
area
The system determines the open
WO for the shipping HU
A warehouse worker logs on as a resource
The warehouse worker scans the
shipping HU
Step 9
A truck arrives at the
checkpoint and drives
to the door (EWM)
A truck arrives
The checkpoint clerk determines the door and confirms the arrival
of the truck
The checkpoint clerk communicates the door to the
truck driver
The truck drives to the door
Step 10
Load the truck (EWM)
The warehouse worker confirms
the loading of the shipping HU
The warehouse worker moves
the shipping HU to the truck
The system determines the door
for loading
A warehouse worker logs on as a
resource
The warehouse worker scans the
shipping HU
Step 11
Post the goods issue and
print the delivery notes and
loading lists (EWM)
The shipping office clerk posts
the goods issue
The shipping office clerk hands
over the delivery papers to the
truck driver
The system prints the delivery
papers
Step 12
The truck leaves (EWM)The truck leaves
The shipping office clerk confirms
the departure of the truck
Outbound Process with Cartonization Planning – Part 2
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When the outbound delivery orders are created, the system automatically assigns the outbound delivery orders to the corresponding route. A shipping office clerk carries out cartonization planning to optimize the packaging of all delivery items that are to be sent to customers on the same route and which are planned to leave the yard at the same time. Using the results of cartonization planning, the shipping office clerk orders transportation capacity from the shipper. After the confirmation by the shipper, the shipping office clerk creates transportation units (TUs) and assigns them to the route and a door used for this route. With the automatic release of the waves, the warehouse activities begin. The system creates and prints warehouse orders (WOs), which are used as a work list for a paper-based picking. A warehouse worker takes the printout of a WO and prepares a pick-HU to be used for the picking of the products listed on the WO printout. The warehouse worker carries out the picking for one or several pick-HUs, and brings the goods to the packing station where they are consolidated and packed into shipping HUs such as medium boxes according to the former cartonization planning results. The packer attaches shipping labels to the completed shipping HUs. The shipping HUs are then moved to the staging area. For staging, radio frequency (RF) devices are used. When the truck arrives, it is checked in and directed to the door. The goods are loaded from the staging area into the truck. When the loading is complete, the shipping office clerk posts the goods issue (GI), prints the delivery notes and loading lists, and hands them over to the truck driver. The shipping office clerk checks out the truck and the truck leaves the door and the premises.
This process does not use the following function: Invoicing before goods issue to print pro forma invoices.
Prerequisites
Customer orders and outbound deliveries exist in SAP ERP.
For more information about the configuration prerequisites, see Configuration of Outbound Process with Cartonization Planning [Page 15].
Process
The business process runs in SAP EWM as follows:
1. Assign the outbound delivery orders to routes (EWM)
This step is carried out automatically when outbound delivery orders are created. The system assigns the outbound delivery orders to routes, which are determined based on the delivery dates and the route schedules.
If the system cannot find a route for an outbound delivery order (see the monitoring section below), a warehouse clerk needs to determine the cause of the failure (for example, missing master data due to a new route or a new ship-to party). Once the data is corrected by the warehouse clerk, he or she retriggers the route redetermination.
2. Create waves (EWM)
When outbound delivery orders are created, the system automatically assigns the outbound delivery orders to waves. The wave assignment is carried out based on the route and the activity area.
If the system cannot determine a wave for an outbound delivery (see the monitoring section below), a shipping office clerk has to check the log for the wave assignment and if necessary, make the necessary settings in the system. Afterwards, the shipping office clerk retriggers the wave assignment.
3. Carry out cartonization planning (EWM)
The shipping office clerk triggers cartonization planning for the outbound delivery order items that are to be shipped together for multiple customers at the next truck
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departure time. The system creates planned shipping handling units (PSHUs) using an algorithm to minimize the number of HUs by finding the best fitting packaging materials considering volume and weight. To group the delivery items that could be packed together, the algorithm uses, for example, consolidation groups and activity areas.
4. Create a TU (EWM)
The shipping office clerk orders transportation capacity from the shipper for the routes. The shipper confirms the transportation capacity and the shipping office clerk receives an external identifier for each transport. For truck ordering, the shipping office clerk uses the optimized results of the cartonization planning (see the monitoring section below).
Once the transportation has been confirmed by the shipper, the shipping office clerk creates one TU for each route with the received identifier from the shipper and assigns each TU to the route and a door used for this route in the system.
5. Release the waves (EWM)
Upon the automatic wave release, the system creates warehouse tasks (WTs). The system joins the WTs together into warehouse orders (WOs) to optimize the working packages for the pickers. The WOs are used to pick the goods and move them to a packing station. Within one WO, the WTs are sorted according to specific criteria such as the pick path.
After the WO creation, the system automatically prints the WOs. The warehouse worker uses the printout of the WOs to pick the goods and to move them to the packing station. The printout is created at a printer next to the starting point for picking. The printout of the WO includes the WTs and information about packaging proposal, quantity, source data, and destination data.
6. Pick the goods (EWM)
In this step a warehouse worker picks the goods and brings them to the packing station.
The warehouse worker goes to the starting point for picking, takes the printout of the first WO and two preprinted HU identification tickets with the same unique external number. Based on the information on the printout, the warehouse worker then chooses the packaging material and sticks one of the HU labels to the HU, and the other one to the printout of the WO. He or she also chooses the equipment necessary for picking (for example, a vehicle).
The warehouse worker picks the goods according to the sequence given in the WTs within the WO. After all picks for a certain pick-HU are completed, he or she either processes the next WO and pick-HU, or brings the HUs to the packing station.
Once the equipment is empty and all pick-HUs are at the packing station, the warehouse worker brings the printout of the WOs with the fulfilled pick information and the attached pick-HU labels to the internal office to confirm the WOs in the system. He or she then goes back to the starting point of the activity area and processes the next WO.
The warehouse clerk finds the WO (from the printout) in the system. He or she creates the pick-HU in the system using the external identifier from the HU label on the printout and confirms the WO.
7. Pack the goods (EWM)
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At the packing station, a warehouse worker packs the goods into shipping HUs (for example, small or medium boxes) according the PSHUs created in cartonization planning.
The packer takes a packaging material (for example, a medium box) proposed by the system, and creates a shipping HU according to the cartonization planning. He or she prints an HU identification label. He or she moves the goods from a pick-HU to the shipping HU. He or she scans the pick-HU, the product to be repacked, and the shipping HU. The system creates internally a WT for the movement of the product from the pick-HU to the shipping HU and confirms it immediately. When the packer scans additional products to be repacked into the same shipping HU, the system proposes the destination HU instead of the packaging material.
The empty pick-HU is deleted automatically upon the WT confirmation.
Once a shipping HU has been completely packed, it is weighed and an additional label is printed. It contains HU information such as the customer, route, weight, and volume. The packer confirms the completion of the shipping HU in the system. This triggers the creation of an HU WT to move the HU to the staging area.
8. Stage the goods (EWM)
In this step a warehouse worker moves the shipping HUs to a staging area. This step is carried out using an RF device.
The warehouse worker chooses the equipment necessary for the staging (for example, a vehicle and an RF device) and logs on as a resource. The worker picks a shipping HU from the packing station and scans its ID. The system automatically finds the open HU WT created upon completion of the shipping HU. The worker is prompted to bring the shipping HU to the staging area. There he or she drops the shipping HU and scans the staging bin, thus confirming the HU WT. He or she drives back to the packing station to proceed with the next shipping HU.
9. A truck arrives at the checkpoint and drives to the door (EWM)
When the truck arrives, a checkpoint clerk chooses the TU with the external identifier (a unique number assigned to the TU during creation). If the door assigned to the truck is not free yet, the truck must wait. Once the door is free, the checkpoint clerk advises the truck driver to drive to the assigned door. Assuming a small to medium sized yard, the checkpoint clerk confirms the arrival of the truck at the door. This step is necessary for the checkpoint clerk to see that the door is occupied.
For large yards it would be possible to have the arrival at the door confirmed by the shipping office clerk in a separate step. In this case the checkpoint clerk only confirms the arrival of the truck at the checkpoint.
10. Load the truck (EWM)
A warehouse worker begins with the loading from the staging area. This step is carried out using an RF device.
The warehouse worker chooses the equipment necessary for the loading (for example, a vehicle and an RF device) and logs on as a resource. The warehouse worker picks a shipping HU from the staging area and scans its ID. The warehouse worker loads the shipping HU onto the truck and scans the door bin. The system automatically creates a WT for loading the TU assigned to this door and confirms it in the same step. The warehouse worker proceeds with the next shipping HU until the staging area is empty. He or she then goes to the shipping office. The shipping office
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clerk checks that all delivery items have been loaded onto the truck and confirms the completion of the loading.
11. Post the goods issue and print the delivery notes and loading lists (EWM)
The shipping office clerk posts the GI for the TU. This triggers the printing of the delivery note and the loading list for each delivery.
The shipping office clerk hands over the delivery notes and loading lists to the truck driver.
The goods issue is sent to SAP ERP where the billing can begin and an advanced shipping notification (ASN) can be sent to the customer.
12. The truck leaves (EWM)
The truck leaves the door and the premises. The shipping office clerk confirms the departure of the truck from the checkpoint and, therefore, from the door. This step is necessary for the checkpoint clerk to see that the door is free.
For large yards it would be possible to have the departure from the checkpoint confirmed separately by the checkpoint clerk.
Process Monitoring
In this business process, you can use the following monitoring functions:
Process Step
Objects to Be Monitored
Activities
1 Outbound delivery orders without a route
1. On the SAP Easy Access screen, choose Extended Warehouse Management Monitoring Warehouse Management Monitor Outbound Documents
Outbound Delivery Order .
2. Select outbound delivery orders by route
determination status 4 (Not Found) and 5 (Found
Invalid).
1
Aggregated outbound delivery order data per route
1. On the SAP Easy Access screen, choose Extended Warehouse Management Monitoring Warehouse Management Monitor Outbound Documents
Route .
2. Select the data by route and route departure date.
2 Outbound delivery orders without a wave
1. On the SAP Easy Access screen, choose Extended Warehouse Management Monitoring Warehouse Management Monitor Outbound Documents
Outbound Delivery Order .
2. Select outbound delivery orders by a specific route and an initial wave.
4 PSHUs
1. On the SAP Easy Access screen, choose Extended Warehouse Management Monitoring Warehouse Management Monitor Outbound Documents
Planned Shipping Handling Unit .
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Process Step
Objects to Be Monitored
Activities
2. Select PSHUs by date of departure from yard, route, and ship-to partner.
5 Wave items without a picking WT
1. On the SAP Easy Access screen, choose Extended Warehouse Management Monitoring Warehouse Management Monitor Documents Wave Wave
Item .
2. Select wave items by special route and WT creation
status initial (No WTs Created) or A (WTs Partially
Created).
6
Picking workload per activity area, route, or wave
1. On the SAP Easy Access screen, choose Extended Warehouse Management Monitoring Warehouse Management Monitor Outbound Processes
Picking .
2. Choose one of the followings:
o Picking Workload per Activity Area
o Picking Workload per Route
o Picking Workload per Wave
3. Select the picking workload by route, activity area, or wave.
7
Packing workload per wave or per work center
1. On the SAP Easy Access screen, choose Extended Warehouse Management Monitoring Warehouse Management Monitor Outbound Processes
Packing Packing Workload per Wave Work
Center .
2. Select the packing workload by wave or work center.
10 Loading workload per route
1. On the SAP Easy Access screen, choose Extended Warehouse Management Monitoring Warehouse Management Monitor Outbound Processes
Loading .
2. Select the loading workload by route.
More Information
For more information about how to run this business process in the system, see Test Case for Outbound Process with Cartonization Planning [Page 44].
For more information about the functions used in this business process, see SAP Library for SAP Extended Warehouse Management on SAP Help Portal at http://help.sap.com/ewm.
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Configuration of Outbound Process with Cartonization Planning
You use this process to configure the business process Outbound Process with Cartonization Planning [Page 7].
You can use this configuration content in the standard warehouse W001 with preconfigured
processes in SAP Extended Warehouse Management (EWM):
This is the recommended way for getting started with SAP EWM. For more information, see the business scenario Warehouse Management with Preconfigured Processes [External].
Prerequisites
You have configured the scenario Warehouse Management with Preconfigured Processes [External]. For more information, see Configuration of Warehouse Management with Preconfigured Processes [External].
You can use this configuration process in the following warehouses in SAP Extended Warehouse Management (EWM):
Standard warehouse W001 with preconfigured business processes
This is the recommended way of getting started with EWM. For more information, see the business scenario Warehouse Management with Preconfigured Processes [External].
Your own warehouse
To set up the preconfigured business processes in standard warehouse W001, implement all
configuration steps except the steps marked with Optional. These steps help you to understand the configuration of the processes but do not require a manual activity.
To configure the processes in your own warehouse, implement all configuration steps. In the steps marked with Optional, check if you need to adapt the existing entries to your own warehouse and carry out changes as needed.
All configuration steps require activities in EWM unless the documentation explicitly tells you to carry out an activity in SAP ERP.
Process
1. Activating BC Sets [Page 19]
2. Configuration of Master Data [Page 20]
3. Configuring Determination of Staging Areas and Doors [Page 35]
4. Configuring Work Centers [Page 36]
5. Configuring Determination of Algorithm Profiles [Page 37]
6. Activating Application Logs [Page 38]
7. Configuration of Printing [Page 39]
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Result
You have configured the Outbound Process with Cartonization Planning. In warehouse
number W001 you can run the process as described in the Test Case for Outbound Process
with Cartonization Planning [Page 44].
Example
You configure the business process in warehouse number W001 using the following data (see
Configuration of Warehouse Structure and Master Data for SAP EWM [External]):
Warehouse Structure
Storage Type Description
T051 Rack Storage – All Size Parts
T831 Pack Work Center – Outbound
T920 Provide in Goods Issue
Used for staging before physical loading.
T940 Doors – Outbound
Storage Type Storage Sections Description
T051 S003 Large Parts
Storage Bins Description
T051* All bins starting with T051
STAGE-O03 Staging area
DOOR-O03 Door in goods issue
Activity Area Description
A002 Act. Area for Large Parts in T051
Staging Area Group Staging Area Description
T920 S001 Staging Area for storage type T920
Doors Description
DO03 Door used for route RT_CUSTCAP
Work Center Description
WP03 Work Center – Packing Outbound
Master Data
Customers Description
CUST-C01 Customer CUST-C01
CUST-C02 Customer CUST-C02
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Customers Description
CUST-C03 Customer CUST-C03
Product Description
PROD-C01 Small part, 100 ml
PROD-C02 Medium part, 200 ml
PROD-C03 Large part, 300 ml
HU Type Description
E1 Europallet
M1 Means of Transport
Packaging Material Description
BOX_XS Box, extra small
BOX_S Box, small
BOX_M Box, medium
BOX_L Box, large
BOX_XL Box, extra large
BOX_XXL Box, extra extra large
Packaging Specification with Description
PSHU, Box extra small
PSHU, Box small
PSHU, Box medium
PSHU, Box large
PSHU, Box extra large
PSHU, Box extra extra large
Route Description
RT_CUSTCAP Route for deliveries with document type OUTB for customers CUST-C01, CUST-C02, and CUST-C03
Means of Transport Description
MTR2 Truck
Printer Description
PR01 Printer located in the internal office (near storage type T051)
PR04 Printer located at the shipping office
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Other Master Data
Business partner for customers CUST-C01, CUST-C02, and CUST-C03
Supply chain unit (for example PLPL01)
Shipping office (for example SP0001)
Process-Specific Settings
Process Type Descriptions
P211 Process type for picking and packing. Afterwards the products are moved from the packing station to the staging area.
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Activating BC Sets
Procedure
1. On the SAP Easy Access screen, choose Tools Customizing Business
Configuration Sets Activation of BC Sets .
2. Activate the following BC Sets in the order given:
1. /SCWM/CAP_WORK_CENTER_LAYOUT (Cartonization Planning: Work Center
Screen Configuration)
2. /SCWM/CAP (Cartonization Planning)
3. /SCWM/PRC_TCP1
You can display an overview of the BC Sets contents and changes by choosing Overall View (F6).
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Configuration of Master Data
You use this process to configure and create the master data required in warehouse number
W001.
Some master data such as customers and products must be defined in SAP ERP first and transferred to SAP Extended Warehouse Management (EWM) using Core Interface (CIF). This configuration documentation does not describe how to create the data in SAP ERP or how to transfer them to EWM using CIF. It only gives an overview of the master data and of the master data settings required for the EWM business process to run.
Process
1. Creating Customers [Page 21]
2. Creating Products [Page 22]
3. Creating Fixed Bin Assignments for Products [Page 24]
4. Creating Packaging Materials [Page 25]
5. Creating Packaging Specifications [Page 26]
6. Creating Routes [Page 32]
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Creating Customers
You use this procedure to create the customers used in this business processes in
warehouse number W001. You create the customers in SAP ERP first. They are transferred
automatically to SAP Extended Warehouse Management (EWM) using Core Interface (CIF). In EWM, the customers are automatically created as locations and business partners. Business partners are mainly used in the delivery processing, locations in the EWM routing guide.
Procedure
Create the following customers as described in Creating Vendors, Customers, and Carriers [External] (see in Configuration of Warehouse Structure and Master Data for SAP EWM [External]):
Customer Description
CUST-C01 Customer CUST-C01
CUST-C02 Customer CUST-C02
CUST-C03 Customer CUST-C03
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Creating Products
You use this procedure to create the products used in warehouse number W001. You create
the products in SAP ERP first. They are transferred automatically to SAP Extended Warehouse Management (EWM) using Core Interface (CIF). Afterwards, you maintain additional data in EWM.
The following table provides an overview of the products used in this business process:
Product Description Final Putaway Storage
Type for Inbound Processes
Final Putaway Storage Type for Returns and Replenishment
PROD-
C01 Small part, 100 ML
T050, S001 T051, S003
PROD-
C02 Medium part, 200 ML
T050, S001 T051, S003
PROD-
C03 Large part, 300 ML
T050, S001 T051, S003
Prerequisites
Putaway control indicator and stock removal control indicator are defined in SAP EWM.
These entries exist if you created the standard warehouse number W001 as described in
Integration of SAP ERP with SAP EWM [External].
Procedure
1. Create the products in SAP ERP as described in Creating Products [External] (see in Configuration of Warehouse Structure and Master Data for SAP EWM [External]) using the following data:
Product
Unit of Measure
Conversion Factor to
Base UoM
Gross Weight
/ kg
Net Weight / kg
Volume / ml
Sales Unit of Measure
Distribution Channel 02
Moving Price / EUR
(Price Control = V)
PROD-
C01 EA 1 0.2 0.2 100 EA 100
PROD-
C02 EA 1 0.4 0.4 200 EA 100
PROD-
C03 EA 1 0.6 0.6 300 EA 100
2. After the CIF transfer, enter additional attributes for the products from the following table on the SAP Easy Access screen for Extended Warehouse Management under
Master Data Product Maintain Warehouse Product :
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Product Putaway Control
Indicator
Stock Removal Control Indicator
Storage Section
Indicator
Storage Type Data
T051
PROD-
C01 PA50 PCAP SI30
Min. Replenishment
Quantity: 5 EA
Minimum Quantity: 10 EA
Maximum Quantity: 20 EA
PROD-
C02 PA50 PCAP SI30
Min. Replenishment
Quantity: 5 EA
Minimum Quantity: 10 EA
Maximum Quantity: 20 EA
PROD-
C03 PA50 PCAP SI30
Min. Replenishment Quantity: 5 EA
Minimum Quantity: 10 EA
Maximum Quantity: 20 EA
The system posts a product for which you do not maintain the EWM-specific data to the clarification zone during the inbound business processes.
(C) SAP AG SAP EWM 7.02 - Solution Manager Content SP 31 24
Creating Fixed Bin Assignments for Products
You use this procedure to assign fixed bins to the products in warehouse W001 that are put
away in storage type T050 to store these products always in the same storage bins.
Alternatively, you can assign fixed bins automatically during the first putaway of a product in the storage bin. To do so, in the storage type definition, deselect the Do Not Assign Fixed Bin Automatically checkbox.
Procedure
1. On the SAP Easy Access screen for Extended Warehouse Management, choose
Master Data Storage Bin Maintain Fixed Storage Bin .
2. Create the following entries:
Product Entitled to Dispose Storage Bin Storage Type
PROD-C01 BPPL01V T050-01-03-A T050
PROD-C02 BPPL01V T050-01-03-B T050
PROD-C03 BPPL01V T050-01-03-C T050
(C) SAP AG SAP EWM 7.02 - Solution Manager Content SP 31 25
Creating Packaging Materials
You use this procedure to create packaging materials that are used for the creation of planned shipping handling units (PSHUs) and handling units (HUs). You assign each packaging material to a packaging material type to group your packaging materials. The packaging material type contains essential control characteristics how the packaging material is used.
Packaging material types are independent from the warehouse number. This means they are valid for all warehouse numbers in the client.
Procedure
1. Create packaging materials in SAP ERP as described in Creating Packaging Materials [External] (see in Configuration of Warehouse Structure and Master Data for SAP EWM [External].
2. Enter the following data:
Packaging Mater
ial
Description
Length
/ cm
Width
/ cm
Height
/ cm
Weight / kg
Volume
/ cm3
Closed
Allowed
Packaging
Weight / kg
Allowed
Packaging Volume / cm3
Packaging
Material
Type
HU Type
BOX_
XS
Box,
extra
small 7 7
4.
5 0.1
220
.5 X 1 215 PT01 E1
BOX_
S Box,
small 10 10
4.
5 0.2 450 X 2 425 PT01 E1
BOX_
M
Box,
mediu
m 10 10
6.
5 0.3 650 X 3 635 PT01 E1
BOX_
L Box,
large 10 10
8.
5 0.4 850 X 4 845 PT01 E1
BOX_
XL
Box,
extra
large 13 10
8.
5 0.5
110
5 X 5 1055 PT01 E1
BOX_
XXL
Box,
extra
extra
large
15 10 8.
5 0.6
127
5 X 6 1265 PT01 E1
(C) SAP AG SAP EWM 7.02 - Solution Manager Content SP 31 26
Creating Packaging Specifications
You use this procedure to create packaging specifications used in cartonization planning to determine possible packaging materials.
In this process, we do not use auxiliary packaging materials in warehouse W001.
In this business process, you have to ship 3 EA of product PROD-C01 to your
customer. Cartonization planning is used to determine the optimal packaging material for the ordered item and for this the possible packaging materials are determined on the basis of packaging specifications. As a result, the system proposed to use a small
box for packing as the 3 EA are too big for packing them into a single extra small box.
The following table gives an overview of the determination procedure and condition type used in W001 for cartonization planning:
Function Used in Warehouse W001 Determination
Procedure Condition
Type
Determination of packaging material for cartonization planning algorithm
0CAP 0CAP
The following tables give an overview of the packaging specifications defined in warehouse W001.
Overview of Packaging Specifications for Cartonization Planning (1)
Characteristic Value
General Packaging Information
Algorithm Profile for Cartonization Planning: MINH
Packaging Material: BOX_XS
(one pack. spec. per packaging material)
Pack. Spec. Header Data PS Group: PG01
Level Set: LS01
Content None
Pack. Spec. Main Level
Level Type: MAIN
Warehouse Data:
Quantity Classification: none
HU Type: C1 (Carton)
Operative UoM: none
Element (Packaging Material):
Element Type: Packaging Material
(C) SAP AG SAP EWM 7.02 - Solution Manager Content SP 31 27
Overview of Packaging Specifications for Cartonization Planning (1)
Characteristic Value
Target Quantity: 1
Pack. Material: BOX_XS (1 EA)
HU Relevance: Main Packaging Material
Determination via Condition Record
0CAP
Condition Type: 0CAP (Cartonization Planning)
Determination by SCU, algorithm profile for cartonization planning, condition sequence 1
Overview of Packaging Specifications for Cartonization Planning (2)
Characteristic Value
General Packaging Information
Algorithm Profile for Cartonization Planning: MINH
Packaging Material: BOX_S
(one pack. spec. per packaging material)
Pack. Spec. Header Data PS Group: PG01
Level Set: LS01
Content None
Pack. Spec. Main Level
Level Type: MAIN
Warehouse Data:
Quantity Classification: none
HU Type: C1 (Carton)
Operative UoM: none
Element (Packaging Material):
Element Type: Packaging Material
Target Quantity: 1
Pack. Material: BOX_S (1 EA)
HU Relevance: Main Packaging Material
Determination via Condition Record
0CAP
Condition Type: 0CAP (Cartonization Planning)
Determination by SCU, algorithm profile for cartonization
planning, condition sequence 2
Overview of Packaging Specifications for Cartonization Planning (3)
Characteristic Value
General Packaging Information
Algorithm Profile for Cartonization Planning: MINH
(C) SAP AG SAP EWM 7.02 - Solution Manager Content SP 31 28
Overview of Packaging Specifications for Cartonization Planning (3)
Characteristic Value
Packaging Material: BOX_M
(one pack. spec. per packaging material)
Pack. Spec. Header Data PS Group: PG01
Level Set: LS01
Content None
Pack. Spec. Main Level
Level Type: MAIN
Warehouse Data:
Quantity Classification: none
HU Type: C1 (Carton)
Operative UoM: none
Element (Packaging Material):
Element Type: Packaging Material
Target Quantity: 1
Pack. Material: BOX_M (1 EA)
HU Relevance: Main Packaging Material
Determination via Condition Record
0CAP
Condition Type: 0CAP (Cartonization Planning)
Determination by SCU, algorithm profile for cartonization planning, condition sequence 3
Overview of Packaging Specifications for Cartonization Planning (4)
Characteristic Value
General Packaging Information
Algorithm Profile for Cartonization Planning: MINH
Packaging Material: BOX_L
(one pack. spec. per packaging material)
Pack. Spec. Header Data PS Group: PG01
Level Set: LS01
Content None
Pack. Spec. Main Level
Level Type: MAIN
Warehouse Data:
Quantity Classification: none
HU Type: C1 (Carton)
(C) SAP AG SAP EWM 7.02 - Solution Manager Content SP 31 29
Overview of Packaging Specifications for Cartonization Planning (4)
Characteristic Value
Operative UoM: none
Element (Packaging Material):
Element Type: Packaging Material
Target Quantity: 1
Pack. Material: BOX_L (1 EA)
HU Relevance: Main Packaging Material
Determination via Condition Record
0CAP
Condition Type: 0CAP (Cartonization Planning)
Determination by SCU, algorithm profile for cartonization planning, condition sequence 4
Overview of Packaging Specifications for Cartonization Planning (5)
Characteristic Value
General Packaging Information
Algorithm Profile for Cartonization Planning: MINH
Packaging Material: BOX_XL
(one pack. spec. per packaging material)
Pack. Spec. Header Data PS Group: PG01
Level Set: LS01
Content None
Pack. Spec. Main Level
Level Type: MAIN
Warehouse Data:
Quantity Classification: none
HU Type: C1 (Carton)
Operative UoM: none
Element (Packaging Material):
Element Type: Packaging Material
Target Quantity: 1
Pack. Material: BOX_XL (1 EA)
HU Relevance: Main Packaging Material
Determination via Condition Record
0CAP
Condition Type 0CAP (Cartonization Planning)
Determination by SCU, algorithm profile for cartonization planning, condition sequence 5
(C) SAP AG SAP EWM 7.02 - Solution Manager Content SP 31 30
Overview of Packaging Specifications for Cartonization Planning (6)
Characteristic Value
General Packaging Information
Algorithm Profile for Cartonization Planning: MINH
Packaging Material: BOX_XXL
(one pack. spec. per packaging material)
Pack. Spec. Header Data PS Group: PG01
Level Set: LS01
Content None
Pack. Spec. Main Level
Level Type: MAIN
Warehouse Data:
Quantity Classification: none
HU Type: C1 (Carton)
Operative UoM: none
Element (Packaging Material):
Element Type: Packaging Material
Target Quantity: 1
Pack. Material BOX_XXL (1 EA)
HU Relevance: Main Packaging Material
Determination via Condition Record
0CAP
Condition Type 0CAP (Cartonization Planning)
Determination by SCU, algorithm profile for cartonization planning, condition sequence 6
The following table gives an overview of the packaging specifications required for the sample
products and cartonization planning in warehouse W001. For each packaging specification, at
least one condition record must exist.
Overview ofPackaging Specifications and Condition Records
Packaging Specification Description
Packaging Specification
Group
Condition
Type
Condition Record
Cartonization Planning: Minimize Number of HUs
(BOX_XS)
PG01 0CAP SCU, algorithm profile for
cartonization planning MINH,
condition sequence 1
Cartonization Planning: Minimize Number of HUs (BOX_S)
PG01 0CAP SCU, algorithm profile for
cartonization planning MINH,
condition sequence 2
Cartonization Planning: Minimize Number of HUs
PG01 0CAP SCU, algorithm profile for
cartonization planning MINH,
(C) SAP AG SAP EWM 7.02 - Solution Manager Content SP 31 31
Overview ofPackaging Specifications and Condition Records
Packaging Specification Description
Packaging Specification
Group
Condition
Type
Condition Record
(BOX_M) condition sequence 3
Cartonization Planning: Minimize Number of HUs
(BOX_L)
PG01 0CAP SCU, algorithm profile for
cartonization planning MINH,
condition sequence 4
Cartonization Planning: Minimize Number of HUs
(BOX_XL)
PG01 0CAP SCU, algorithm profile for
cartonization planning MINH,
condition sequence 5
Cartonization Planning: Minimize Number of HUs
(BOX_XXL)
PG01 0CAP SCU, algorithm profile for
cartonization planning MINH,
condition sequence 6
Procedure
1. On the SAP Easy Access screen for SCM Extended Warehouse Management,
choose Extended Warehouse Management Master Data Packaging
Specification Maintain Packaging Specification .
2. Create the packaging specifications for each packaging material (box) as described in the tables above and enter the level data. On the Determination tab of the packaging specification header, create the condition records used for the determination of the packaging specification in the business process.
You do not need to enter any weight, volume, or capacity data. They are filled automatically upon saving.
(C) SAP AG SAP EWM 7.02 - Solution Manager Content SP 31 32
Creating Routes
You use this procedure to create the route used in this business process.
The route determination for outbound deliveries is based on the routing guide. The routing guide works with the following:
Location master data defined for the warehouse and for the customers
Business partner master data defined for the carriers
The route determination and scheduling is done in SAP Extended Warehouse Management (EWM). In this business process you define one route to transport the goods from the warehouse to three customers. The route contains two legs (from the warehouse through customer 1 and customer 2 to customer 3) and departs daily at a predefined time. The goods
are transported by truck by a carrier (CARR001).
Overview
Route From To Departure
Time Means of Transport
RT_CUSTCA
P Warehouse
Customer CUST-C01
Daily at 18:00 Truck
RT_CUSTCA
P Customer CUST-C01
Customer CUST-C02
- Truck
RT_CUSTCA
P Customer CUST-C02
Customer CUST-C03
- Truck
Procedure
1. Create transportation lanes.
The transportation lanes are used in the process Outbound Process using Cartonization Planning with Wave, Pick-HUs, Packing, Staging and Loading to define the transportation distance, the transportation duration and the additional retention time between a start location (for example, warehouse) and a destination location (for example, customer) for a specific means of transport (for example, truck). This data is used in the scheduling within route determination.
The additional retention time is added to the transportation duration to calculate a realistic delivery date/time at the customer. For example, a carrier leaving the warehouse in the afternoon will not deliver the goods to the customer in the middle of the night but in the morning of the next day.
1. On the SAP Easy Access screen for Extended Warehouse Management,
choose Master Data Shipping and Receiving Route Determination
Transportation Lane .
2. Enter the following data and choose Create:
Model name: 000
Your start location: for example, PLPL01
Your destination location: for example, CUCUST-c01
(C) SAP AG SAP EWM 7.02 - Solution Manager Content SP 31 33
3. Create an entry for the means of transport MTR2 as shown in the table below
and save the data.
4. Repeat steps 2 and 3 for all transportation lanes.
2. Create routes.
You define for two customers a route with two legs for means of transport MTR2
(truck).
1. On the SAP Easy Access screen for Extended Warehouse Management,
choose Master Data Shipping and Receiving Route Determination
Maintain Route .
2. Create the following entries as described in Creating Routes [External] (see in Configuration of Warehouse Structure and Master Data for SAP EWM [External]):
Routes
Route Description Validity From Validity (To)
RT_CUSTCAP Route CUSTCAP 01.01.2010 31.12.2020
Legs, Means of Transport, Request Type, and Lead Times
Route Leg Descrip
tion Start SCU
Destination SCU
Means of Transpor
t
Request
Type
Lead Time
Shipping Conditio
n
Transportat
ion Group
s
RT_CUSTC
AP
L_PL0
1_CUC
UST-
C01
L_PL01
_CUCUS
T-C01
PLP
L01 CUCUS
T-C01 MTR
2 OUTB 10h
All
Shi
ppi
ng
Con
dit
All
Trans
p.
Group
s
Overview of Transportation Lanes
Start
Locatio
n
Destinatio
n Locat
ion
Means of
Transpor
t
Start Date
End Date
Fix Transportatio
n Duratio
n
Fix Transportatio
n Distan
ce
Transportatio
n Distance/km
Transportatio
n Duratio
n
Additional
Stop Duratio
n
PLP
L01
CUCU
ST-
C01
MTR
2 01.01
.2010 31.12
.2020 X X 99 1:30h 15:00h
CUC
UST
-
C01
CUCU
ST-
C02
MTR
2 01.01
.2010 31.12
.2020 X X 200 1:30h 15:00h
CUC
UST
-
C02
CUCU
ST-
C03
MTR
2 01.01
.2010 31.12
.2020 X X 300 - -
(C) SAP AG SAP EWM 7.02 - Solution Manager Content SP 31 34
Legs, Means of Transport, Request Type, and Lead Times
Route Leg Descrip
tion Start SCU
Destination SCU
Means of Transpor
t
Request
Type
Lead Time
Shipping Conditio
n
Transportat
ion Group
s
ion
s
RT_CUSTC
AP
L_CUS
T-
C01-
C02
L_CUST
-C01-
C02
CUC
UST
-
C01
CUCUS
T-C02 MTR
2 OUTB 10h
All
Shi
ppi
ng
Con
dit
ion
s
All
Trans
p.
Group
s
RT_CUSTC
AP
L_CUS
T-
C02-
C03
L_CUST
-C02-
C03
CUC
UST
-
C02
CUCUS
T-C03 MTR
2 OUTB 10h
All
Shi
ppi
ng
Con
dit
ion
s
All
Trans
p.
Group
s
Assignment of Carrier with an Existing Carrier Profile to the Leg and Means of Transport
Route Leg Means of Transport
Carrier Request
Type Departure Calendar
RT_CUSTCA
P L_PL01_CUCUST-
C01 MTR2
CARR00
1 OUTB DAILY1800
RT_CUSTCA
P L_CUST-C01-C02 MTR2 - OUTB -
RT_CUSTCA
P L_CUST-C02-C03 MTR2 - OUTB -
More Information
For more information, see SAP Library for SAP Extended Warehouse Management 7.0 including SAP enhancement package 2 on SAP Help Portal at http://help.sap.com/ewm. In
the SAP Library, choose SCM Basis Route Determination .
(C) SAP AG SAP EWM 7.02 - Solution Manager Content SP 31 35
Configuring Determination of Staging Areas and Doors
Procedure
1. On the SAP Easy Access screen for Extended Warehouse Management, choose
Settings Shipping and Receiving Staging Area and Door Determination
(Outbound) .
2. Create the following entry:
Warehouse Route Warehouse
Process Type
Staging Area
Group
Staging Area
Staging Bay
Warehouse Door
W001 RT_CUSTCA
P P211 T920 S001
STAGE-
O03 DO03
(C) SAP AG SAP EWM 7.02 - Solution Manager Content SP 31 36
Configuring Work Centers
Procedure
1. On the SAP Easy Access screen for Extended Warehouse Management, choose
Master Data Work Center Determine Work Center in Goods Issue .
2. Create the following entry:
Warehouse Route Storage Type Storage Section Storage Bin
W001 RT_CUSTCAP T831 S001 PACK-O02
(C) SAP AG SAP EWM 7.02 - Solution Manager Content SP 31 37
Configuring Determination of Algorithm Profiles
Procedure
1. On the SAP Easy Access screen for Extended Warehouse Management, choose
Settings Determine Algorithm Profiles for Cartonization Planning .
2. Enter the warehouse number W001 and choose Continue (Enter).
3. Create the following entries:
Ship-to Party Algorithm Profile
CUST-C01 MINH
CUST-C02 MINH
CUST-C03 MINH
(C) SAP AG SAP EWM 7.02 - Solution Manager Content SP 31 38
Activating Application Logs
Procedure
1. On the SAP Easy Access screen for Extended Warehouse Management, choose
Settings Activate Application Log .
2. Create the following entry:
Warehouse Number
Subobject Log Active
W001 CAP (Cartonization
Planning) 4 (Additional
Information)
(C) SAP AG SAP EWM 7.02 - Solution Manager Content SP 31 39
Configuration of Printing
You use this process to configure the printing of warehouse orders, handling unit labels, delivery notes, and loading lists.
Process
1. Configuring Printing of Warehouse Orders [Page 40]
2. Configuring Printing of Handling Unit Labels [Page 41]
3. Configuring Printing of Delivery Notes and Loading Lists [Page 43]
(C) SAP AG SAP EWM 7.02 - Solution Manager Content SP 31 40
Configuring Printing of Warehouse Orders
This configuration is necessary for an automated printout for warehouse orders with a certain activity area, such as, for the printing of the pick warehouse orders.
The condition record determines whether printing should occur. Once the system has determined that a printout is required, the condition record forms the basis for determining the printer, form, and spool data.
Procedure
1. On the SAP Easy Access screen for Extended Warehouse Management, choose
Work Scheduling Print Settings Create Condition Records for Printing
(Warehouse Orders) .
2. On the selection screen, enter the following values and choose Execute:
Application Maintenance Group Maintenance Context
PWO PWO GCM
3. Enter condition type 0001 and choose Enter.
4. Create the following entry:
Condition Type
Warehouse
Activity Area
Warehouse Process Type
Form Printer Spool Data
Action
0001 W001 A002 P211 /SCWM/W
O_SINGL
E PR01 01
WO_S
INGL
E
The printer can be determined directly from the condition record (first priority), the spool data (second priority), or the user defaults (third priority). As the warehouse tasks are created with the delivery creation, the user is the RFC user you have set up for the remote connection from SAP ERP to SAP
Extended Warehouse Management (EWM), for example, ALEREMOTE.
5. For more information about any issues during printing, you can activate the
application log on the SAP Easy Access screen under Extended Warehouse
Management Work Scheduling Print Settings Activate Application Log .
(C) SAP AG SAP EWM 7.02 - Solution Manager Content SP 31 41
Configuring Printing of Handling Unit Labels
You use this procedure to configure the printing of handling unit (HU) labels. You configure the manually triggered printing to receive the HU shipping labels and HU content lists at the printer assigned to the warehouse clerk working at the staging area. You create condition records to determine the printer, the form, and the spool data.
Procedure
1. On the SAP Easy Access screen for Extended Warehouse Management, choose
Work Scheduling Print Settings Create Condition Records for Printing (HUs)
.
2. Enter the following values and choose Execute:
Application Maintenance Group Maintenance Context
PHU PHU GCM
3. Enter condition type 0001 and choose Enter.
4. Create the following entries:
Condition Type
Handlin
g Unit Typ
e
Warehous
e
HU Step
Packagin
g Material
Form Action Printe
r Spool Data
Sequence No.
0HU1 E1 W001 P BOX_
XS
/SCWM
/HU_S
HPLAB
EL
HU_SHP_
LABEL_G
ENERAL_
AND_RF
LP01 01 1
0HU1 E1 W001 P BOX_
XS
/SCWM
/HU_C
ONTEN
T
HU_CONT
ENT_GEN
ERAL_AN
D_RF
LP01 01 2
0HU1 E1 W001 P BOX_
S
/SCWM
/HU_S
HPLAB
EL
HU_SHP_
LABEL_G
ENERAL_
AND_RF
LP01 01 1
0HU1 E1 W001 P BOX_
S
/SCWM
/HU_C
ONTEN
T
HU_CONT
ENT_GEN
ERAL_AN
D_RF
LP01 01 2
0HU1 E1 W001 P BOX_
M
/SCWM
/HU_S
HPLAB
EL
HU_SHP_
LABEL_G
ENERAL_
AND_RF
LP01 01 1
0HU1 E1 W001 P BOX_
M
/SCWM
/HU_C
ONTEN
T
HU_CONT
ENT_GEN
ERAL_AN
D_RF
LP01 01 2
(C) SAP AG SAP EWM 7.02 - Solution Manager Content SP 31 42
Condition Type
Handlin
g Unit Typ
e
Warehous
e
HU Step
Packagin
g Material
Form Action Printe
r Spool Data
Sequence No.
0HU1 E1 W001 P BOX_
L
/SCWM
/HU_S
HPLAB
EL
HU_SHP_
LABEL_G
ENERAL_
AND_RF
LP01 01 1
0HU1 E1 W001 P BOX_
L
/SCWM
/HU_C
ONTEN
T
HU_CONT
ENT_GEN
ERAL_AN
D_RF
LP01 01 2
0HU1 E1 W001 P BOX_
XL
/SCWM
/HU_S
HPLAB
EL
HU_SHP_
LABEL_G
ENERAL_
AND_RF
LP01 01 1
0HU1 E1 W001 P BOX_
XL
/SCWM
/HU_C
ONTEN
T
HU_CONT
ENT_GEN
ERAL_AN
D_RF
LP01 01 2
0HU1 E1 W001 P BOX_
XXL
/SCWM
/HU_S
HPLAB
EL
HU_SHP_
LABEL_G
ENERAL_
AND_RF
LP01 01 1
0HU1 E1 W001 P BOX_
XXL
/SCWM
/HU_C
ONTEN
T
HU_CONT
ENT_GEN
ERAL_AN
D_RF
LP01 01 2
You have to define the condition records for handling unit type E1 as this is
the handling unit type for the packaging materials BOX_XS, BOX_S, BOX_M,
BOX_L, BOX_XL and BOX_XXL used in this process.
The printer can be determined directly from the condition record (first priority), the spool data (second priority), or the user defaults (third priority).
(C) SAP AG SAP EWM 7.02 - Solution Manager Content SP 31 43
Configuring Printing of Delivery Notes and Loading Lists
Procedure
1. On the SAP Easy Access screen for Extended Warehouse Management, choose
Delivery Processing Actions Maintain Condition Records for PPF Schedule
Conditions
2. On the selection screen, enter the following values and choose Execute (F8)
Application Maintenance Group Maintenance Context
DPP DLVP GCM
3. Create the following entries:
Condition Type
Action Definiti
on
Document Type
Goods Movement Status Changes
Change Mode
Ship-To Party
Warehouse
Valid From
Valid To
ODNN /SCWM/
FDO_01
_PRINT OUTB NSFI I
CUST-
C01 W001
Creat
ion
date
9999-
12-31
ODNN /SCWM/
FDO_01
_PRINT OUTB NSFI I
CUST-
C02 W001
Creat
ion
date
9999-
12-31
ODNN /SCWM/
FDO_01
_PRINT OUTB NSFI I
CUST-
C03 W001
Creat
ion
date
9999-
12-31
ODFL
/SCWM/
FDO_01
_LOAD_
LIST_P
RINT
OUTB NSFI I CUST-
C01 W001
Creat
ion
date
9999-
12-31
ODFL
/SCWM/
FDO_01
_LOAD_
LIST_P
RINT
OUTB NSFI I CUST-
C02 W001
Creat
ion
date
9999-
12-31
ODFL
/SCWM/
FDO_01
_LOAD_
LIST_P
RINT
OUTB NSFI I CUST-
C03 W001
Creat
ion
date
9999-
12-31
(C) SAP AG SAP EWM 7.02 - Solution Manager Content SP 31 44
Test Case for Outbound Process with Cartonization Planning
You can use this test case to run the Outbound Process with Cartonization Planning [Page 7] in warehouse number W001.
Prerequisites
This test case requires the following roles:
Sales clerk with standard application authorization
Shipping office clerk with standard application authorization
Warehouse worker with standard application authorization
Packer with standard application authorization
Checkpoint clerk with standard application authorization
You have created stock in storage type T051 in warehouse number W001 in one of the
following ways:
Using stock data transfer on the SAP Easy Access screen under Extended Warehouse Management Interfaces Data Upload Stock Data Transfer
(transaction /SCWM/ISU)
Running one of the following business processes: Customer Returns with Quality Inspection [External] or Automatic Replenishment [External]
For more information, see the prerequisites of the Outbound Process with Cartonization Planning [Page 7].
Features
This test case uses the following transactions that you can find on the SAP Easy Access screen for Logistics:
Sales and Distribution Sales Order Create (transaction VA01)
Sales and Distribution Shipping and Transportation Outbound Delivery
Create Single Document With Reference to Sales Order (transaction VL01N)
This test case uses the following transactions that you can find on the SAP Easy Access screen for Extended Warehouse Management:
Delivery Processing Outbound Delivery Maintain Outbound Delivery Order
(transaction /SCWM/PRDO)
To customize the transaction, check the default values.
Choose F5 and enter the following data:
o Warehouse Number: W001
o Shipping Office: For example, SP0001
(C) SAP AG SAP EWM 7.02 - Solution Manager Content SP 31 45
o Ent. to Dispose: For example, BPPL01V
Work Scheduling Cartonization Planning Cartonization Planning for Outbound
Delivery Orders (transaction /SCWM/CAPDLV)
Monitoring Warehouse Management Monitor (transaction /SCWM/MON)
To customize the transaction, check the default values.
Choose F5 and enter the following data:
o Warehouse Number: W001
o Monitor: SAP
Shipping and Receiving Process Transportation Unit (transaction /SCWM/TU)
To customize the transaction, check the default values.
Choose F5 and enter the following data:
o Warehouse Number: W001
o Past Assignment: For example, 2 days
o Future Assignment: For example, 0 days
Work Scheduling Wave Management Maintain Wave (transaction
/SCWM/WAVE)
To customize the transaction, check the default values.
Choose F5 and enter the following data:
o Warehouse Number: W001
o Rel. 'Locked': Not selected
o Release Indiv.: Not selected
Execution Confirm Warehouse Task (transaction /SCWM/TO_CONF)
To customize the transaction, check the default values.
Choose F5 and enter the warehouse number W001.
Execution Packing – General (transaction /SCWM/PACK)
Execution Log On to RF Environment (transaction /SCWM/RFUI)
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Activities
Step Step
Description
Step Processo
r Input Data
Expected Results
Preparation Step 1
Create a sales order (ERP)
Sales clerk
1. In SAP ERP, start transaction
VA01.
2. Enter the following data:
o Order type: OR
o Sales Organisation: 0001
o Distribution Channel: 02
o Division: 01
3. Choose Enter.
4. Enter the following data:
o Sold-To Party: CUST-
C01, CUST-C02, or CUST-C03
o PO Number: For
example, 4500000001
o Requested Delivery Date: Enter the current date
o Material: For example,
PROD-C01, PROD-C02,
or PROD-C03
o Order Quantity: For
example, 1 EA
o Amount: For example, 10
EUR (needed for
condition PR00)
o Plant: PL01
o Storage Location: AFS
5. Save your entries.
You can enter more than one sales order item.
A sales order is created.
Preparation Step 2
Create an outbound delivery (ERP)
Shipping office clerk
1. In SAP ERP, start transaction VL01N.
2. Enter the following data:
o Shipping Point: 0001
An outbound delivery, for example,
80000022,
is created and sent to
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Step Step
Description
Step Processo
r Input Data
Expected Results
o Order: Enter the sales order you just created
o Selection Data: Enter the current date
3. Choose Enter.
4. Choose Save.
SAP Extended Warehouse Management (EWM).
You can check the outbound delivery order in EWM in transaction /SCWM/PRD
O. Check the
following data:
Document
Type: OUTB
Item Type: ODLV
Warehouse Process
Type: P211
Warehouse
Door: DO03
Staging Bay: STAGE-O03
Process Profile for Cartonization Planning: ECAP
1
Assign the outbound delivery orders to routes (EWM)
Automatic step
-
The outbound delivery orders are assigned to routes. You can check this in transaction /SCWM/PRD
O. Check the
following data:
Route: For example, RT_CUSTCA
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Step Step
Description
Step Processo
r Input Data
Expected Results
P
Departure Calendar/Route Schedule: DAILY1800
2 Create waves (EWM)
Automatic step
-
Waves are created. You can check this in transaction /SCWM/PRD
O. Check
that the Assign Warehouse Request to Wave PPF action has been carried out. Note the wave numbers from the PPF log.
3
Carry out cartonization planning (EWM)
- - -
3.1
Create planned shipping handling units (PSHUs)
Shipping office clerk
1. Start transaction /SCWM/CAPDLV.
2. Enter the following data:
o Execution Mode: Creation of PSHUs
o Select the Exclude Items with PSHUs checkbox
o Start of Departure from Yard:
Enter the current date
and the time 18:00:00
o Ship-To: CUST-C01,
CUST-C02, or CUST-C03
Depending on the route scheduling, it might be necessary to enter the
PSHUs are created. The system displays their data in the application log.
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Step Step
Description
Step Processo
r Input Data
Expected Results
next day as the start date of departure from yard.
3. Choose Execute (F8).
4. In the appearing dialog box, confirm the selection of delivery items.
3.2
Display overview of PSHUs for the next departure date
Shipping office clerk
1. Start transaction /SCWM/MON.
2. Choose Outbound Documents Planned Shipping
Handling Unit .
3. Enter the current date, 18:00:00
as the departure date from yard.
4. Choose Execute (F8).
PSHUs are displayed with the data needed to order transportation capacity, such as HU types, amount, weight, and volume.
4 Create a TU (EWM)
- - -
4.1
Check transportation capacity and order a truck
Shipping office clerk
This step is carried out outside of the system.
-
4.2
Create a transportation unit (TU) and assign it to a route and a door (EWM)
Shipping office clerk
1. Start transaction /SCWM/TU.
2. Choose Create.
3. Enter the following data:
o Transportation Unit: Enter an external identifier
o Carrier: For example, CARR001
o Means of Transport: For
example, MTR2
o Packaging Material: For
example, MTR
o Route: For example, RT_CUSTCAP
o S&R Activity Direction: 2 (Outbound)
4. Choose Enter.
5. On the Assigned Doors tab,
The TU is created and a route and a door are assigned to the TU.
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Step Step
Description
Step Processo
r Input Data
Expected Results
choose Add Door Assignment and enter the following data:
o Warehouse Number: W001
o Warehouse Door: Enter the door assigned to your outbound delivery orders, for example, DO03
6. Save your entries.
5 Release the waves (EWM)
Automatic step
This step is carried out automatically at the wave release time defined in the wave template option used for your wave.
For the test case it might be necessary to release the waves manually.
1. Start transaction /SCWM/WAVE.
2. Select the wave by the wave numbers noted in step 2.
3. Select all waves and choose Release.
The waves are released.
Pick-warehouse orders (WOs) are created.
The pick-WOs are printed. You can check the spool requests in transaction
SP01. Check
if the packaging material is on the printout.
In transaction
SP01,
search for the spool requests by the user who created the delivery.
6 Pick the goods (EWM)
- - -
6.1 Prepare pick-HUs
Warehouse worker
This step is carried out outside of the system.
-
6.2 Pick the goods and
Warehou This step is carried out outside of the -
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Step Step
Description
Step Processo
r Input Data
Expected Results
move them to the packing station
se worker system.
6.3
Create pick-HUs and confirm the pick-WOs (EWM)
Warehouse clerk
1. Start transaction /SCWM/TO_CONF.
2. Search for the WO (see printout).
3. Choose Change.
4. On the Pick-HU tab, select the line with the packaging material.
5. Choose Switch to Form View.
6. Enter an external HU number, for
example, EXTHU01.
7. Choose Create HU.
8. Choose Confirm and Save.
9. Repeat this step for all pick-WOs.
The pick-HUs are created.
The pick-WOs are confirmed. The pick-HUs are moved to the packing
station WP03.
7 Pack the goods (EWM)
- - -
7.1 Repack the goods
Packer
1. Start transaction /SCWM/PACK.
2. Enter the following data:
o Warehouse Number: W001
o Work Center: WP03
3. Choose Execute (F8).
4. Double-click the HUs in the tree structure.
5. On the Repack Product tab, enter the pick-HU number (for example,
EXTHU01) in the Source HU field.
6. Choose the Stock pushbutton and in the dialog box, select the items to be repacked.
7. If partial quantities need to be repacked, adjust the value of field Quantity according to the proposed quantity in the Quan. (Proposed Quantity to be repacked) field.
The shipping HUs are created.
The products are repacked from the pick-HUs to the shipping HUs.
The shipping HU labels are printed. You can check the spool request in transaction
SP01.
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Step Step
Description
Step Processo
r Input Data
Expected Results
8. Carry out the repacking by using the packaging material or the shipping HU proposed by the system on the basis of the PSHUs.
If you pack the first quant of a PSHU, the system proposes a packaging material for the creation of a shipping HU. If you pack another quant of the same PSHU, the system proposes the shipping HU number.
9. Choose Execute (F8).
10. Repeat this procedure for all pick-HUs.
7.2 Close shipping HUs
Packer
1. Double-click a shipping HU in the tree structure.
You must reselect the HU before choosing Complete Process Step for HU.
2. Choose Complete Process Step for HU in the toolbar of the tree.
3. Choose Save.
4. Repeat this procedure for all shipping HUs.
The shipping HUs are closed (the Packing process step is completed).
The WOs for staging are created.
7.3 Label the shipping HUs
Packer
1. Double-click a shipping HU in the tree structure.
You must reselect the HU before choosing Print.
2. Choose Print in the toolbar of the tree.
3. Choose Save.
4. Repeat this procedure for all shipping HUs.
The HU shipping labels and the HU content lists are printed. You can check the spool requests in transaction
SP01. Check
if the weight and volume information
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Step Step
Description
Step Processo
r Input Data
Expected Results
is on the printouts. Check if the route and customer information is on the printouts of the HU shipping labels.
8 Stage the goods (EWM)
Warehouse worker
1. Start transaction /SCWM/RFUI.
2. Log on to warehouse W001 as
resource FLT1 with presentation
device PD01.
3. Choose System-Guided System-Guided Selection
(fast path 11).
4. Verify the source bin.
5. Enter the HU that you are moving to the staging area.
6. Verify the destination bin.
7. Verify the destination HU.
8. Repeat this procedure for all shipping HUs.
The WOs for staging are confirmed. The shipping HUs are moved to the staging area.
9
A truck arrives at the checkpoint and drives to the door (EWM)
- - -
9.1 Post the arrival at the door
Checkpoint clerk
1. Start transaction /SCWM/TU.
2. Search for the TU.
3. In the menu, choose Action
Door Arrival at Door .
By posting Arrival at Door, you post Arrival at Checkpoint automatically.
4. Save your entries.
The TU has the status Arrival at Checkpoint and Docked at Door.
9.2 The truck drives to the
Truck driver
This step is carried out outside of the system.
-
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Step Step
Description
Step Processo
r Input Data
Expected Results
door
10 Load the truck (EWM)
- - -
10.1 Load the truck
Warehouse worker
1. Start transaction /SCWM/RFUI.
2. Log on to warehouse W001 as
resource FLT1 with presentation
device PD01.
3. Choose Outbound Processes Loading Loading by HU
(fast path 435).
4. Enter the HU you are loading on the truck.
5. Verify the door bin.
6. Repeat this step for all shipping HUs.
The shipping HUs are loaded.
The TU has status Loading Started.
10.2 Confirm loading
Warehouse worker
1. Start transaction /SCWM/TU.
2. Search for the TU.
3. Choose Finish Loading.
The TU has status Loading Completed.
11
Post the goods issue and print the delivery notes and loading lists (EWM)
Shipping office clerk
1. Start transaction /SCWM/TU.
2. Search for the TU.
3. Choose Goods Issue + Save.
The goods issue is posted for all shipping HUs.
The TU has status Goods Issue Posted.
Outbound deliveries are created.
The delivery notes and loading lists are printed. You can check the spool requests in transaction
SP01.
12 The truck leaves
- - -
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Step Step
Description
Step Processo
r Input Data
Expected Results
(EWM)
12.1
Post the departure from the checkpoint
Shipping office clerk
1. Start transaction /SCWM/TU.
2. Search for the TU.
3. In the menu, choose Action Checkpoint Departure + Save
.
The TU is completed, and the status Departure from Checkpoint is set. The status Docked at Door is reset.
12.2 The truck leaves
Truck driver
This step is carried out outside of the system.
-