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Goods Issue Process

Contents:
 Shipping point determination
 Route determination
 Scheduling
 Route schedules
 Creation of outbound deliveries
 Processing of outbound deliveries
 Picking

 SAP AG 1999

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0.2
Goods Issue Process: Unit Objectives (1)

At the conclusion of this unit, you will be able to:

 Configure shipping point determination

 Configure route determination
 Describe the function and elements of a route
schedule
 Understand how scheduling is controlled
 Explain the differences between precise and daily
scheduling
 Create delivery documents using collective
processing

 SAP AG 1999

(C) SAP AG TASD40 5-2

0.3
Shipping Point Determination

Shipping Shipping point Other possible

Loading group Plant shipping points
conditions (default)

Express Hamburg Express Rail

Truck
Standard Dresden
Dresden

IMG
Sales doc.
type or Order
Material
item
Sold-to
party

 SAP AG 1999

 A shipping point is determined for each order item. The system automatically proposes a shipping
point that you can change within given limits.
 The shipping point depends on the following criteria:
 The delivering plant that is determined for each order item (from the customer-material info
record, the ship-to party record, or the material master record)
 The shipping requirements (for example, express) contained in the Shipping Conditions field
 The required loading equipment contained in the Loading Group field in the material master
 The shipping condition is proposed from the sales document type if a shipping condition has been
assigned to it. If not, the shipping condition is proposed from the master record of the sold-to party.
 An outbound delivery is always processed by one shipping point. You cannot change the shipping
point in the outbound delivery.
 When an order is processed for delivery by the shipping point, the system only copies into the
outbound delivery those order items that are defined for this shipping point.
Order items with different shipping points are therefore not copied into the same outbound delivery.

(C) SAP AG TASD40 5-3

0.4
Route Definition

Cologne

Frankfurt
Prague
Trade
Tradecenter
center Route
Route
Stage
Stage

Nuremberg

Border

Strasbourg

Vienna
Munich

 SAP AG 1999

 The route specifies the itinerary of a shipment and defines other factors, such as the means of
transport and the transportation service agent.
 A route can consist of stages. A stage can be a leg, a load transfer point, or a border-crossing point.
 You must define the start and end points of the legs as well as the load transfer points and the border-
crossing points as transportation connection points.
 You can define any location as a transportation connection point. You can also refer to a
customer, a vendor, or a special organizational unit such as a shipping point or a plant.
 For shipping purposes, it may be sufficient to work with routes that do not consist of stages. In this
case, you can use the region of destination as a name for the route, for example.
You should, however, specify the transit and transportation lead times since these times are used for
transportation scheduling.
 The route can be used as a selection criterion for delivery processing.
 In the R/3 System the route is also required for transportation and foreign trade. In these cases, you
may need to maintain additional data.

(C) SAP AG TASD40 5-4

0.5
Route Determination

Departure zone Shipping Transportation Transportation

Route
Shipping point condition group zone (GR)

Hamburg Express On pallets Munich Southern

route
Express

Hamburg Standard Fluid Leipzig Eastern

route

IMG
IMG Sales doc.
... type Ship-to
Material
... or party
...
Sold-to
party
 SAP AG 1999

 Route determination is carried out in the order item and depends on:
 The country and the departure zone of the shipping point (assigned in Customizing)
 The shipping condition defined in the sales document type or entered in the sold-to party
 The transportation group assigned to the material
 The country and the transportation zone of the ship-to party (assigned in the customer master)
 You can manually overwrite the route determined in the order item.
 You can redetermine the route in the outbound delivery based on the weight. Whether the route is
redetermined depends on the configuration of the delivery type.

(C) SAP AG TASD40 5-5

0.6
Scheduling

7
Order date
Material Transportation
Loading date
Goods issue Requested
availability date planning date date delivery date

Transit time

Loading time

Pick/pack time

Lead time
The earlier date is the date
on which the delivery is
created.

 SAP AG 1999
t

 When you create an order, the system can determine the required material availability date based on
the delivery date requested by the customer. The goods to be delivered must be available for
shipping at this point in time.
 Scheduling takes into account the following times:
 Transit time: Time required in order to ship a delivery to the ship-to party
 Loading time: Time required for loading the goods
 Pick/pack time: Time required for picking, packing, and so on
 Transportation lead time: Time required for organizing the transportation
 Next, the system performs backward scheduling in the order. If the result is a date in the past, the
system automatically performs forward scheduling, which requires the confirmation of a new
requested delivery date. The same happens if the material is not available by the material availability
date.
 When you create an outbound delivery you can carry out forward scheduling again. This is generally
done when the material availability date determined in the order falls in the past by the time you
create the outbound delivery (delay when creating the order). You can specify for each delivery type
whether scheduling should be redetermined.
 For each shipping point, you decide whether the system performs precise or daily scheduling. When
you maintain the "working hours" for the shipping point, scheduling takes place according to
working hours and the results are displayed down to the minute.

(C) SAP AG TASD40 5-6

0.7
Delivery Scheduling

Pick/pack time Loading time

Default shipping point Default shipping point

Shipping point 1000: 1 day Shipping point 1000: 1 day

or or

Determined using: Determined using:

Shipping point 1000 Shipping point 1000
Weight group up to 10kg Loading group Crane
Route -- Route R0041

0.5 days 1 day

 SAP AG 1999

 Delivery scheduling includes the pick/pack time and the loading time. These times depend on the
shipping point that delivers the order item.
 You can specify for each sales document type if delivery scheduling is to be carried out.
For each sales document type, you can also define if only the pick/pack time (and not the loading
time) is to be considered during delivery scheduling.
 You can also define for each shipping point whether the pick/pack time and/or the loading time
should be taken into account.
 You can choose whether a global time specification for the pick/pack time and the loading time is
sufficient at shipping point level (default) or whether more detailed time specifications which depend
on further criteria should be used. These criteria are:
 Shipping point
 Weight group (for pick/pack time) or loading group (for loading time): From material master
 Route (optional)
 If the route is not necessary as one of the criteria for determining the pick/pack time and the loading
time, you can make an appropriate setting. In this case the route entry in the scheduling table should
be blank. It makes sense to differentiate between routes if you are using different means of transport.

(C) SAP AG TASD40 5-7

0.8
Transportation Scheduling

Transportation
Transit time
lead time

Route: 0011 Route: 0011

Walldorf - Bremen Walldorf - Bremen

Default: Default:
2 days 1 day

 SAP AG 1999

 Transportation scheduling includes the determination of the transit time and of the
transportation lead time. Both time periods are proposed from the route determined for this order
item.
 You can define for each sales document type whether transportation scheduling is to be carried out.
 You can specify a different calendar for the route than the one specified for the shipping point.
This enables you to define, for example, that certain routes can be used on Saturdays as well.

(C) SAP AG TASD40 5-8

0.9
Precise and Daily Scheduling

Precise scheduling Daily scheduling

Working times of shipping point
13 13
Maintained Not maintained

Shipping pt Pick/pack Shipping pt

working times In hours In days
time factory calendar

Shipping pt Loading Shipping pt

working times In hours time In days factory calendar

Shipping pt Trans. lead In days Shipping pt

working times In hours
time factory calendar

Route fact. Transit In days Route fact.

calendar In days time calendar

 SAP AG 1999

 In precise scheduling, the system calculates and displays the results of scheduling down to the
minute. In daily scheduling, the system uses days, hours, and minutes for calculation, but only
displays the resulting date.
 You can determine which scheduling logic the system should use for each shipping point. If you
have maintained the working times of the shipping point, the system performs precise scheduling.
 The working hours of a shipping point consist of a calendar, which must agree with the factory
calendar stored for the shipping point, and a shift sequence. The shift sequence defines the shifts for
each week day, and the shifts define the times for starting and finishing work.
 In precise scheduling, pick/pack and loading times are specified in hours and minutes. The working
times of the shipping point are taken into account during scheduling.
 The route is used to determine the transportation lead time. Precise scheduling uses the working
times of the shipping point, and daily scheduling uses the factory calendar of the shipping point.
 The route is also used to determine the transit time. Both types of scheduling use the factory calendar
of the route to determine when the route is taken.

(C) SAP AG TASD40 5-9

0.10
User-Specific Dates in the Outbound Delivery

What? Purpose of deadline

Date
When? (planning and execution)

Where? Location

Why not? Variance reason

 SAP AG 1999

 In addition to dates determined during scheduling (see preceding slides), the system lets you create
user-specific dates for controlling delivery processing. You can enter planned and actual values in
the outbound delivery for these user-specific dates as well as location specifications and variance
reasons.
Specifications can be made in days/hours/minutes.
 For example: You want to record in the system the actual date when the delivery is executed by the
forwarding agent. For this, you can create an "actual delivery date". The planned date is taken as the
delivery date determined by the system and a differing date can be saved along with the reason for
variance.
 Note: User-specific dates are not taken into account during scheduling carried out by the system.
They are just used for storing additional relevant information during delivery processing.

(C) SAP AG TASD40 5-10

0.11
Route Schedules

Kiel
Route Schedule
Region North – Tuesday
Hamburg
Route: North region Bremen
Departure day and time:
Every Tuesday, 6:00
Ship-to party:
Customer 311 (Kiel)
Customer 387 (Bremen)
Customer 415 (Hamburg) Shipping point
Frankfurt M

Itinerary:
Customer 387 6 hrs
Customer 415 2 hrs
Customer 311 2 hrs

 SAP AG 1999

 You can use a route schedule to organize outbound deliveries from a particular shipping point to
different ship-to parties (for example, customer or subsidiary companies) that occur regularly and
frequently in the same sequence for a certain route.
 Route schedules can also be used as selection criteria for the individual steps in shipping processing.
For example, you could pick all the deliveries that belong to the same route schedule together. You
can form a group of deliveries from the delivery monitor.
 The route schedule basically contains:
 A route
 A weekday as the departure date and a departure time
 A list of ship-to parties
 Optional: An itinerary
 You can use route schedules in sales orders, stock transfer orders, and outbound deliveries. The
system determines them automatically.
 In Customizing, you can define whether a route schedule should be assigned per shipping point,
order type, purchasing document type (and delivering plant), and delivery type.

(C) SAP AG TASD40 5-11

0.12
Shipping in the Order: Conclusion

You are now able to:

 Configure shipping point and route determination

 Understand how scheduling is controlled
 Describe the function and elements of a route
schedule
 Create delivery documents using collective
processing
 Create output based on the outbound delivery
 Use the outbound delivery monitor for processing
outbound deliveries
 Describe the picking process using Lean WM
 Create transfer orders manually and using collective
processing
 SAP AG 1999

(C) SAP AG TASD40 5-12

0.13Shipping-Relevant Functions in the Order - Exercises

Unit: Goods Issue Process

Topic: Shipping points and route determination;
scheduling
At the end of these exercises, you will be able to:
 Configure the settings for determining the respective shipping point.

Up to now, all the deliveries have been processed by shipping point

X0##. Now you want to ensure that materials that must be refrigerated
are automatically processed by your newly-created shipping point for
refrigerated goods.

1-1 Up to now, all your deliveries have been processed by shipping point X0##.
Find the table for determining the shipping point in Customizing.
Which table entry has been used in the orders so far to determine the shipping
point?
______________________________________________________________

1-2 You have decided to make the processing of refrigerated goods recognizable by the
selection of an appropriate loading group. Your shipping point for refrigerated
goods Y0## is to process deliveries for order items with loading group 0004.
Set up shipping point determination so that the shipping point for refrigerated goods
is proposed when the following combination occurs. Also allow shipping point
X0## as an alternative:

Ship. cond. Loading Plant Shipping point Alternative

group Shipping point
50+## 0004 1200 Y0## X0##

(C) SAP AG TASD40 5-13

 2-1 Routes are used in various ways, depending on requirements. For simple delivery
processing, you do not need to maintain stages for routes.
What route is determined when the following situation occurs:
Shipping point: Y0##
Customer: T-L64A##
Shipping condition: 50+##
Transportation group 0007

3-1 In Customizing, check the scheduling for your shipping point for refrigerated
goods Y0##.
3-1-1 Does the shipping point use daily or precise scheduling? How do you know?
_________________________________________________________
3-1-2 Configure precise scheduling for shipping point Y0## by assigning
Working Hours Germany 2 Shifts to it.
3-2-2 The pick/pack time and loading time each take two and a half hours.
Define these times for the shipping point.

(C) SAP AG TASD40 5-14

 Exercises

Unit: Goods Issue Process

Topic: Practical Example (optional)

At the end of these exercises, you will be able to:

 Test the settings using a practical example

Once you have made the corresponding settings, you want to test whether
the system really does determine the new shipping point for ‘Rail’ orders

4-1* Test the settings you have made in Customizing for orders to be processed by your
shipping point for refrigerated goods, and check that you get the results you expect.
4-1-1 Create a trade fair ## order (ZA##):
Sold-to party: T-L64A##
Purchase order number: ##-5-1
Req. delivery date: tomorrow
Material: T-AU4##
Quantity: 15
4-1-2 Which shipping point was determined in the item?
____________________
4-1-3 Which route was determined in the item?
____________________
4-1-4 Can the required delivery date be kept?
____________________
4-1-5 Check the dates and times that were generated.
Delivery date: _____________________________
Goods issue: _____________________________
Loading date:
_____________________________
Material avail.date: _____________________________
Transportation planning: _____________________________

(C) SAP AG TASD40 5-15

0.14Shipping-Relevant Functions in the Order - Solutions

Unit: Goods Issue Process

Topic: Shipping points and route determination;
scheduling

1-1 Shipping point determination:

In the IMG: Logistics Execution  Shipping  Basic Shipping Functions  Shipping
Point and Goods Receiving Point Determination  Assign shipping points

Shipping condition: 50+##

Loading group: 0001
Plant: 1200
Shipping point: X0##

1-2 Shipping point determination for shipping point Y0##.

In the IMG: Logistics Execution  Shipping  Basic Shipping Functions 
Shipping Point and Goods Receiving Point Determination  Assign shipping
points:
Choose New entries, and enter the following data:

SC LGrp Plant PrSh PrSh

70+## 0004 1200 Y0## X0##

2-1 Checking route determination:

In the IMG: Logistics Execution  Shipping  Basic Shipping Functions  Routes

Route Determination  Maintain Route Determination
Position:
Shipping point: Y0##
Customer: T-L64A##
Select this entry and, from the dialog structure, choose Route determination without weight
group (order). Choose Position:

Shipping condition: 50+##

Transportation group: 0004
The following route is displayed:
Proposed route: Refrig##

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 3-1 Scheduling for shipping point Y0##.

3-1-1 Type of scheduling:

In the IMG: Logistics Execution  Shipping  Basic Shipping Functions 

Scheduling  Delivery Scheduling and Transportation Scheduling  Define
Scheduling by Shipping Point:

Detail screen for shipping point Y0##:

Daily scheduling is used, because the Working times field is blank.

3-1-2 Set up precise scheduling:

In the IMG: Logistics Execution  Shipping  Basic Shipping Functions 

Scheduling  Delivery Scheduling and Transportation Scheduling  Define
Scheduling by Shipping Point:

Detail screen for shipping point Y0##:

In the Working times field, use the possible entries pushbutton to select:
Working time – Germany – Two shifts

3-2-2 Define pick/pack and loading time:

Loading time – working hours: 2:30

Pick/pack time – working hours: 2:30

(C) SAP AG TASD40 5-17

 Solutions

Unit: Goods Issue Process

Topic: Practical Example (optional)

4-1* Test the settings made in the previous exercises:

4-1-1 Create trade fair ## order:

Logistics  Sales and Distribution  Sales  Order  Create

Order type: Trade fair##order

4-1-2 Shipping point in the item:

Choose the shipping overview (choose Shipping tab):

Shipping point: Y0##

4-1-3 Route in the item:

Stay in the shipping overview.

Route: Refrig##

4-1-4 Req. delivery date:

Select the item and choose

Goto  Item  Schedule lines (or choose Schedule lines button) Schedule
lines button)

In this case, the system has not generated a further schedule. The required
delivery date can therefore be confirmed as deadline for the delivery.

4-1-5 Dates and times:

Select the item and choose

Goto  Item  Schedule lines (or choose Schedule lines button) Schedule
lines button)

For the schedule, go to the detail screen for shipping (choose Shipping).

(C) SAP AG TASD40 5-18