Professional Documents
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Ocean Freight: Test Case
Ocean Freight: Test Case
2 Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
2.1 User-Specific Customizing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
2.2 Master Data and Organizational Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
2.3 Roles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
2.4 Defining Queries for Personal Object Worklist (POWL). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Creating a Query for OF-USLGB Alerts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
2.5 Defining Profile and Layout Sets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Caution
This 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.
This scenario describes the container-based ocean freight operations of the freight forwarding company,
Interforwarders, Japan. Interforwarders is a global logistics service provider (LSP) with offices and facilities in
various Japanese and North American cities. The Interforwarders transportation network consists of
forwarding houses in Tokyo, Nagoya, and Hiroshima as well as a central gateway and container freight station in
Yokohama.
On the west coast of the United States, the gateway is the container freight station in Los Angeles, and
forwarding houses are in Phoenix, San Diego, and San Francisco. Typically, the forwarding houses have direct
customer contact, whereas the central gateway coordinates and consolidates all ocean traffic through its
container freight station. This means that the forwarding houses have contracts (forwarding agreements) with
customers (including both shippers and consignees), which contain the charges and handling information. On
the other hand, the gateways enter into contracts (freight agreements) with the carriers (container shipping
lines and trucking companies) to agree optimized, consolidated cost rates and volume agreements.
The scenario allows for two variants of container movement in which Interforwarders handles either full-
container load (FCL) or less-than-container load (LCL) shipments. The Yokohama gateway reserves container
space by generating ocean bookings directly with the container shipping line, SOCAL. This reserves container
space in particular voyages in the schedule of the trade lane from Yokohama to the port of Long Beach.
Variant 1: LCL
Individual LCL shipments from various shippers in the greater Tokyo area are registered by the Tokyo
forwarding house by creating forwarding orders in the system. The main voyage stage of the forwarding order is
planned by assigning the shipment to an existing ocean booking. After the gateway has sent a confirmation,
plans can be made for pickup from the shipper’s location and pre-carriage from the Tokyo forwarding house to
the Yokohama container freight station. In addition, the forwarding house performs all necessary customs
clearance activities on the export side and records this in the forwarding orders.
● Pickup of individual shipments from the shipper and transport to the forwarding house in Tokyo on an LTL
basis.
● Precarriage from the forwarding house in Tokyo to the container freight station in Yokohama on an FTL
(full-truck-load) basis.
After the consolidated truck has arrived at the Yokohama container freight station, the individual LCL
shipments are loaded into the standard dry containers. The shipping line supplies the standard dry containers.
The shipping instructions (SI) are sent to the container shipping line, SOCAL, and the containers are
transported to the Yokohama container terminal. The container shipping line confirms loading by sending a
shipped-on-board message to Interforwarders. At this point, Interforwarders generates the individual ocean
house bills of lading and sends them to its customers.
Once the containers reach the port of Long Beach, the Los Angeles gateway of Interforwarders confirms the
arrival and its container freight station deconsolidates the containers. The U.S. subsidiary of Interforwarders
organizes the customs clearance of the cargo from the port. It also organizes a trucking service to deliver the
LCL shipments to the consignees in the United States. SOCAL bills Interforwarders, Japan for handling and
ocean transport, and Uchida trucking bills for the land transport and pickup services. The Tokyo forwarding
To perform an FCL movement, Interforwarders provides the required equipment from the container depot
located and maintained at the forwarder's premises in Tokyo. However, the gateway is still in charge of booking
the ordered capacity on an ocean vessel and sending the confirmation, which enables the LSP to start the
subsequent planning and execution processes. The dedicated trucking company provisions an empty
container, thereby providing a customer-specific 20ft or 40ft unit that can be filled at the shipper's facilities.
The implication here is that further consolidation of cargo from multiple sources is no longer required and a
stopover at the container freight station becomes obsolete. Once the export has been declared, the sealed
transportation unit reaches the container terminal at Yokohama sea port without any detour. On receipt of the
shipping instructions, the ocean carrier SOCAL takes over the container unit and confirms loading onto the
vessel by transmitting a Shipped-on-Board message to Interforwarders. The LSP obtains a master bill of lading
from the shipping company based on the main carriage and issues the house bill of lading for the customer,
which covers the entire door-to-door transport.
As soon as the vessel calls at the port of destination, the forwarder's partner gateway in the United States
announces the arrival of the container unit. The necessary customs clearance operations on the import side
are then carried out and pickup from the Long Beach terminal is planned. Since the inbound routing and the
outbound routing are symmetrical, the FCL unit finds its way directly to the consignee via overland
transportation. This delivery process is administered by the local forwarding house, which stays in contact with
the consignees and subcontracts to trucking companies. The ocean carrier SOCAL charges Interforwarders,
Japan for the main carriage while the respective national forwarding agents charge the shipper and the
consignee in accordance with the Incoterm and billing agreements.
Before you start to conduct this test case, you must complete the following tasks:
Ensure that you setup your user according to the Assigning User to Web Transactions details in the Integration
of SAP Event Management guide. You can access the guide in SAP Solution Manager by choosing Solutions/
Applications SAP Transportation Management Configuration Structures Basic Settings for SAP TM
<release> Integration of SAP Event Management .
Invoice Integration
Ensure that your user profile contains the parameter TM_INVOICE_CLERK (with an initial value).
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. The business process is enabled with this organization-specific
master data.
Note
Use the following master data in the process steps described in this document:
OAF-CR-04
OAF-CR-06
Carrier 02
Carrier 02
3000 None
Note
Some of the locations mentioned in this test case have the suffix @ERP001. Substitute this with the system
name of your SAP ERP system.
The following roles must have already been installed to test this scenario in SAP NetWeaver Business Client
(NWBC). The roles in this document must be assigned to the user or users testing this scenario.
SAP ERP:
Online Invoice Verification SAP_MM_IV_CLERK_ONLINE Required to enter and verify carrier in
voices
Use
The following queries must be defined to test this scenario in SAP NetWeaver Business Client (NWBC). You
require these queries only if you work with the NWBC interface; you do not need them if you use the standard
SAP GUI.
Procedure
You perform the following steps with the user with which you are planning to use these new queries. This may
be either your own test user or the ones specified in the first row of the table below.
1. In SAP NetWeaver Business Client (NWBC), choose Forwarding Order Management Worklist
Overview Forwarding Order .
2. In the All Forwarding Orders area, choose Define New Query.
3. Enter the following data:
Application Overview Ocean For Overview Ocean For Overview Ocean For Overview Ocean
warding Order Man warding Order Man warding Order Man Freight Bookings
agement agement agement
Object Type Ocean Forwarding Or Ocean Forwarding Or Ocean Forwarding Or Freight Booking –
der der der Template Ocean
Category Ocean Forwarding Or Ocean Forwarding Or Ocean Forwarding Or Ocean Freight Book
der der der ings
Selection Criteria FWO Type OF01 FWO Type OF01 FWO Type OF01 Document Type
OF04
Traffic Direction 1 Traffic Direction 1
Combination A
Life Cycle Status be Organization Interac
tween 01 and 06 tion Status 02 Both Locations - se
lected
Port of Discharge
OF-USLGB
Shipped on Board -
selected
Procedure
1. As a transportation planner, in SAP NetWeaver Business Client (NWBC), choose Freight Order
Management Ocean Overview Ocean Freight Bookings .
2. Choose Define New Query.
3. In the Select Object Type field, choose Freight Booking – Ocean and then choose Next.
4. In the General Data screen area, in the Document Type field, enter OF04.
5. In the Location and Dates/Times screen area, in the Delivery Location field, enter OF-USLGB.
6. In the Statuses screen area, in the Life Cycle Statusfield, enter 02 – In Process. In the Execution Status
screen area, in the Shipped on Board field, enter X – Shipped on board.
Choose Next.
7. In the Description field, enter PRE-Alerts for OF-USLGB.
8. Select the category Ocean Freight Bookings, and choose Finish.
Perform the following steps with the user with which you are planning to use the new queries.
1. In SAP NetWeaver Business Client (NWBC), choose Planning Planning Transportation Cockpit .
When you open the transportation cockpit, you should see the Profile and Layout Sets screen. If this is not
the case, choose Change Profile Selection Profile Selection Screen .
2. On the Profile and Layout Sets screen, choose the New pushbutton and enter the following data:
Selection Profile Planning Profile Selection Profile Capacity Selec Transportation Description
(FUs) (FOs, FBs) tion Settings Cockpit Layout
Export Forwarding Order En Customer Service Agent NWBC Forwarding order is created
try with assigned booking.
Plan first two stages Customer Service Agent NWBC Pickup and pre-carriage or
ders are generated.
Execution of first two stages Customer Service Agent NWBC Freight orders are executed
for the first two stages.
Load Planning of Ocean Transportation Planner NWBC Freight units are assigned to
Booking containers in accordance
with the load report.
Execution of Main Carriage Transportation Planner NWBC The booking is executed and
the status updated
( Status Shipped on
Board )
Generate and Send Invoice to Customer Service Agent NWBC Forwarding settlement docu
Shipper ment is created and transfer
red.
TM: Settling Freight Orders Transportation Planner MIRO Freight settlement document
is created and transferred.
Verifying Logistics Invoices Carrier settlement specialist MIRO/MRBR/MR8M Invoice document for the
Online service purchase order is
created,
Use
The main focus of transportation planning in this scenario is the main carriage stage, that is, the ocean
transport. Pre-carriage and on-carriage stages are associated legs and are usually scheduled once the main
Specific customer requests and forwarding orders are subsequently assigned to the booking. Once the booking
is fully consolidated with forwarding orders, shipping instructions are sent to the carrier. These shipping
instructions essentially replace the original pre-booking information with more specific information.
The containers associated with the booking have been physically loaded and the full container is transferred
from the container freight station (CFS) to the carrier’s container terminal at the port of loading by means of a
drayage order.
More Information
Procedure
1. In SAP NetWeaver Business Client (NWBC), choose Freight Order Management Ocean Create Ocean
Freight Booking .
2. Enter freight booking type OF04 and choose Continue.
Field Value
5. Choose Search.
6. Select a voyage with departure date <today> + 2 weeks and with loop SOCAL SPEED if available.
Choose OK.
7. Return to the freight booking document and note the voyage number on the General Data tab page:
____________
The purchasing organization should also have been entered automatically. If this is not the case, enter OF-
FWH-03 (exporting container freight station) in the Purchasing Organization field.
9. On the Stages tab page, enter the following stage types for the new stages (if the Stages tab page is not
visible, choose Personalize and drag and drop the Stages tab page to the visible tab pages):
10. On the Locations and Dates/Times tab page, check that the sequence of dates is correct:
1. Cargo cut-off date at pickup location
2. Pickup date at pickup location
3. Cargo cut-off date at port of loading
4. Sailing date at port of loading
5. Expected arrival date at port of discharge
6. Port pickup date at port of discharge
7. Delivery date at delivery location
11. Save the document.
Procedure
1. In SAP NetWeaver Business Client (SAP NWBC), choose Freight Order Management Ocean Edit
Ocean Freight Booking .
2. Open the ocean freight booking that you created in Creating or Changing a Booking [page 18] in edit mode.
Note
This procedure assumes that the carrier confirms this booking, for example, by fax or e-mail.
1. In SAP NetWeaver Business Client (NWBC), choose Freight Order Management Ocean Edit Freight
Booking .
2. Open the ocean freight booking that you created in Creating or Changing a Booking [page 18].
3. Choose Subcontracting Set to Confirmed by Carrier .
4. Check that the value of the Booking Confirmation Status field has changed to 4 Confirmed by Carrier and
that the confirmed cargo capacity has changed to your container value.
5. The “Steamship Line” booking number is a number that you would receive from the carrier. Enter any 8-
digit number. This is checked later in follow-on documents, for example.
6. Choose Save.
The booking is saved.
Context
In general, you can predefine any number of templates for all conceivable shipper-consignee relationships to
standardize processing of the most commonly used LCL forwarding orders. In this section, however, we provide
two possible templates that cover different routes through the transportation network.
Procedure
1. In SAP NetWeaver Business Client (NWBC), choose Forwarding Order Management Forwarding Order
Create Forwarding Order .
2. Enter ocean forwarding order type OF01.
Field Value
At Header Level
Shipping Type 2
Movement Type DD
Incoterm DDP
Incoterm Location –
At Item Level
Pieces 40 EA
Gross Volume 3 m³
7. Press ENTER .
8. On the Charges tab page, enter the following data:
Field Value
Field Value
Shipper OAF-CU-02
Consignee OAF-CO-02
10. Select the item and enter the following data on the Package Details tab page:
Field Value
Length 2
Width 1
Height 1,5
Unit of Measure M
11. On the Location and Dates/Times tab page, enter the following data at header level:
Field Value
Note
The source and destination locations have different names; the location name depends on the SAP ERP system
name
Field Value
At Header Level
Movement Type DD
Incoterm FOB
At Item Level
Pieces 4 EA
Gross Volume 4 m³
Net Weight 2 TO
Field Value
18. On the Business Partner tab page, enter the following data at header level:
Field Value
Shipper OAF-CU-04
Consignee OAF-CO-03
19. Select the item and enter the following data on the Package Details tab page:
Field Value
Length 2
Width 2
Height 1
Unit of Measure M
20.On the Location and Dates/Times tab page, enter the following data at header level:
Field Value
Note
The source and destination locations have different names; the location name depends on the SAP ERP system
name
Procedure
1. As a customer service agent in SAP NetWeaver Business Client (NWBC), choose Forwarding Order
Management Worklist Overview Forwarding Order Choose Query LCL Ocean Freight Export
Templates .
2. Select the template that you created in Creating Forwarding Order Templates [page 20].
3. Choose Create Forwarding Order from Template.
4. On the Locations and Dates/Times tab page, enter the following data:
5. On the Actual Route tab page, select the complete stage and choose Schedule Assign .
Use
Before consolidating the freight from the ocean booking into containers, you must print the relevant
information and send it to the warehouse. Actual consolidation of the containers takes place in the warehouse
based on the loading instructions in this information. After the containers are loaded, the container freight
station (CFS) receives a confirmation of the containers into which the freight units or forwarding orders are
loaded. This information can be used to complete the consolidation on the Cargo Management tab page.
Procedure
1. You are a transportation planner. In SAP NetWeaver Business Client (NWBC), you choose Planning
Planning Transportation Cockpit .
2. Create a new layout in the transportation cockpit. Specify the profiles in the following table:
Choose Continue.
3. On the Freight Unit Stages screen area, select your freight unit. Drag and drop your freight unit onto a
container resource on the Resources Area of the screen.
You can find the Resources Area on the Containers tab page on the bottom left of the cockpit screen.
To display the container unit document number, scroll to the right on the Forwarding Order Actual Route tab
page. The container unit document number is under the column Execution Document.
Save your work.
The system creates a new container unit. The system displays the new unit on the Container Unit Stages
screen area, on the bottom right of the cockpit screen
4. Choose your container unit in Container Unit Stages screen area and drag and drop the container unit onto
your freight booking.
Save your work.
You have created a container unit and you have assigned the container unit to your freight unit and forwarding
order. You have planned the container unit for your freight booking.
Use
Procedure
1. As a transportation planner in SAP NetWeaver Business Client (NWBC), choose Planning Planning
Transportation Cockpit .
2. Choose and select the profile set with description CFS-Gateway Yokohama Planner – Ocean.
3. Sort the freight unit stages by the Organization Interaction Status (Description) column in descending
order.
All freight units with the status To Be Checked should be at the top.
If the Organization Interaction Status (Description) column is not displayed, choose Personalize and add it
to the list of displayed columns.
4. Select the new freight unit and choose Set OI Status for FUs Confirm .
5. Save your actions in the transportation cockpit.
The status of the main stage changes to Confirmed. This result can be checked in the transportation
cockpit immediately after confirmation or in the corresponding forwarding order (after refresh).
Note
○ Stages 1 and 2 should now have the status Not Planned and stage 3 should have the status Planned
or Not Loaded. Stages 4 and 5 should have the status Not Relevant since they are executed by a
different organization and are therefore not relevant for planning.
12. Create forwarding orders for the other 3 shippers, and select the same voyage for all 4 forwarding orders.
Check
All of the forwarding orders should be booked on the same ocean booking. To check this, proceed as follows:
1. As a transportation planner in SAP NetWeaver Business Client, choose Freight Order Management
Ocean Display Ocean Freight Booking .
2. Select the booking that you created in Creating or Changing a Booking [page 18] and choose Continue.
3. Check that all four forwarding orders are listed on this booking. Check the Document Flow tab page or the
Cargo Management tab page.
Procedure
1. As a transportation planner, in SAP NetWeaver Business Client, choose Freight Order Management
Ocean Edit Ocean Freight Booking .
2. Enter the number of the freight booking that you created earlier.
3. Choose Edit, go to the Items tab page, and choose Cargo Management.
4. Choose your container and choose Create Freight Order for Pick-Up Create Freight Order for Pick-Up .
Choose Save.
These are costs for drayage as defined in the calculation sheet for pre-carriage.
Choose Save.
Results
The drayage freight order for picking up the container from the CFS and transporting it to the port of loading
has been created and planned.
Procedure
Plan Pre-Carriage
Choose Continue.
Enter an asterisk (*) and the last two digits. For example, you can enter *88 for forwarding order number
1100000088.
On the lower-left screen area, expand the schedule that has the same loading location as your freight unit.
For example, you can expand the schedule OF-TRUCKSCHED-01 for Nagoya to Yokohama or OF-
TRUCKSCHED-02 for Tokyo to Yokohama. You can choose the loading locations OAF-STA-JPTYO or OAF-
STA-JPNGO to display the daily schedules.
6. Drag and drop your freight unit on a schedule day that corresponds to the date of stage 2 in your
forwarding order.
Note
For more than one freight unit for more than one customer, you can select all the freight units and drag
and drop them onto a schedule
The system displays the freight order on the Freight Order screen area.
The system treats the new freight order as a daily feeder truck from the station in Tokyo or Nagoya to the
container freight station (CFS) in Yokohama.
You can display the freight order details by choosing the new freight order number on the Freight Orders
screen area. Check that all your freight units are listed in the new freight order.
8. On the General Data tab page of your new freight order, check that the carrier has been assigned
automatically, and the purchasing organization and planning and execution organization have been entered
for both of the exporting CFSs.
Procedure
1. As a customer service agent, in SAP NetWeaver Business Client (NWBC), choose Forwarding Order
Management Worklist Overview Forwarding Order .
2. Select your forwarding order that is less-than-container load (LCL). Choose Edit.
3. Select stage 1 (Pickup) on the Actual Route tab page.
4. Check carrier OAF-CR-03 or OAF-CR-04 (Truck Carrier JP) for stage 1.
The system displays the freight order in the Document column on the Actual Route tab page.
6. Select the freight order.
On the General Data tab page, in the Carrier field, check OAF-CR-03 or OAF-CR-04.
8. In the Stage Type field on the Stages tab page, enter 01 (pickup).
9. If no charges have been calculated, check the General Data tab page to see whether the purchasing
organization has been entered. If it has not been entered, enter the corresponding forwarding house (the
exporting station in either Tokyo or Nagoya).
Next Steps
Context
This is an optional step that demonstrates features for customs. Only use the forwarding order with shipper
OAF-CU-01, because the item type refers to clothing (commodity code: 6204).
The manual customs process described here involves you entering the customs status and customs reference
numbers directly in the forwarding order. The forwarding order shows that the logistics service provider (LSP)
files an export declaration on behalf of the shipper and that the shipment is relevant for customs. This results in
the freight unit being blocked for execution until you enter the appropriate clearance along with an MRN
(customs reference number). The system then releases the freight unit.
Procedure
1. As a customer service agent, in SAP NetWeaver Business Client (NWBC), choose Forwarding Order
Management Forwarding Order Edit Forwarding Order .
2. Enter the number of the forwarding order corresponding to shipper OAF-CU-01.
3. On the General Data tab page, check that Export Decl. by LSP (Export Declaration by Logistics Service
Provider) is selected.
4. Select an item and go to the Customs tab page.
5. In the Customs Status field, change the status to Relevant.
6. the Customs Reference Number field, enter: 48332032.
7. In the Commodity Code for Customs field, enter 6204.
8. Save the document and choose Edit.
9. In the Customs Status field, change the status to Customs Clearance Approved.
On the Status tab page, check that the Customs Status field has changed to Customs Clearance Approved.
You may need to refresh the document to display the latest customs status.
Context
You have planned the main stage and pickup. The system uses the forwarding order to create the confirmation
for the ordering party.
Procedure
1. As a customer service agent, in SAP NetWeaver Business Client, choose Forwarding Order Management
Forwarding Order Edit Forwarding Order .
2. Enter the number of your forwarding order.
Choose Edit.
3. Select the Confirm function.
Transit warehousing is the integration between SAP Transportation Management (SAP TM) and SAP Extended
Warehouse Management (SAP EWM). The feature enables SAP TM to trigger SAP EWM to carry out load and
unload activities. Planned cargo flow in SAP TM is rounded out with the actual cargo flow in SAP EWM. This is
done by sending loading and unloading instructions from SAP TM to SAP EWM. The instructions create a basis
for subsequent planning in SAP TM. You can also send loading and unloading reports from SAP EWM to track
packages over a complex transportation network.
Receiving inbound transportation planning results from SAP TM of a truck bringing cargo from a shipper to a
transit warehouse. After the truck arrives in the transit warehouse, the truck is unloaded and the cargo is
received and put away in the transit warehouse. After receiving is completed an LDAP notification message is
sent to SAP TM. After the truck departs from the transit warehouse, a second LDAP notification message is
sent to SAP TM.
The truck has arrived at the transit warehouse in Tokyo and is ready for the unloading process. When the Load
Plan Status is Set Unload Plan to Finalized, the freight order is transferred to SAP EWM. SAP EWM creates the
corresponding objects, such as vehicle, transportation unit, and inbound delivery.
Note
The freight order now has an execution status of In Execution, a logistical execution status of Departed, and
a transmission-to-EWM status of Sent.
Check
1. As a customer service agent, in NWBC, choose Freight Order Management Road Edit Road Freight
Order .
2. Enter the freight order for your pickup.
3. Check the Charges tab page.
A basic rate is displayed.
4. If no charges have been calculated, check the General Data tab page to see whether the purchasing
organization has been entered. If not, enter the relevant forwarding house (the export station in either
Tokyo or Nagoya).
5. Choose Calculate Charges.
Repeat these steps for all your forwarding orders.
Procedure
Execute Pickup
7. To select your freight order for pickup (Optional), choose Execution Status Set to Ready for
Transportation Execution .
8. Choose the Execution Information tab page.
9. Choose Insert Event.
10. Enter the information in the following table:
Field Value
Actual Event Date The actual date the event takes place.
Field Value
Actual Event Date The actual date the event takes place.
18. As a customer service agent, in SAP NetWeaver Business Client, choose Freight Order Management
Road Edit Road Freight Order .
19. Select the freight order for your pickup. Check the Charges tab page.
20.Choose Edit, and choose the Charges/Settlements tab page.
21. Choose Calculate Charges.
Next Steps
Procedure
1. As a customer service agent, in SAP NetWeaver Business Client (NWBC), choose Forwarding Order
Management Forwarding Order Edit Forwarding Order .
2. Select your forwarding order that has a less-than-container load (LCL).
3. On the Documet Flow tab page, select the number of the freight order that you created in Planning Pickup
[page 30].
4. Choose the Document Flow tab page. Under Successor Business Documents, the system has created the
SAP EWM freight order OAF-STA-JPTYO (or OAF-STA-JPNGO) for pickup. Open the freight order by clicking
on the document number in the Business Documents column. In SAP EWM, open the transportation unit
you created in Executing Pickup for Transit Warehousing (Shipper to Trans Whse) [page 32]. This has the
same number as the pickup freight order. You can also display the handling units (HUs) on the HUs/HU
Containers tab page. The quantity of HUs corresponds to the item quantity in the pickup freight order.
5. Choose Arrival at Checkpoint.
The transportation unit (TU) has a status of Arrival, and SAP EWM sends the Arrival at Destination status to
SAP TM.
6. On the TUs/Container TUs tab page, select the row of the TU and Choose Arrival at Door.
The TU has the status Receiving Completed. SAP EWM sends the Unloading End status to SAP TM. SAP TM
displays the HUs on the Items tab page of the freight order.
9. Choose Departure from Checkpoint.
The TU has the status Departure and the door is free. SAP EWM sends the Departure status to SAP TM.
10. Close the freight order screen.
After the truck leaves the door the putaway process starts in SAP EWM. The HUs are picked from the
inbound staging area and the cargo is moved to the destination bins.
Use
Receiving of outbound transportation planning results from SAP Transportation Management (SAP TM) of a
truck bringing cargo from a transit warehouse to a next transit warehouse. After the truck arrives in the transit
warehouse, if necessary the HUs are staged and loaded onto the truck. After loading is completed an LDAP
notification message is sent to SAP TM. After departure of the truck from the transit warehouse a second LDAP
notification message is sent to SAP TM.
Procedure
1. As a customer service agent, in SAP NetWeaver Business Client (NWBC), choose Forwarding Order
Management Forwarding Order Edit Forwarding Order .
2. Select your forwarding order that has a less-than-container load (LCL).
3. On the Document Flow tab page, select the number of the pre-carriage freight order that you created in the
Planning Pre-Carriage [page 28] section.
The system displays the freight order.
4. Choose Edit. On the General tab page, enter carrier OAF-CR-03 for transports from Tokyo or OAF-CR-04
for transports from Nagoya.
5. Enter OF-FWH-03 for the planning and execution organization and purchasing organization.
Save your freight order.
6. Under Execution Status, choose Set to Ready for Transportation Execution. Choose Save.
7. Under Load Plan Status choose Set Load Plan to Finalized.
Save and close your work.
When the Load Plan Status is Set Load Plan to Finalized, the freight order is transferred to SAP EWM. SAP EWM
automatically creates a vehicle, a transportation unit (TU), an outbound delivery, and handling units (HUs). The
HUs are assigned to the TU.
The freight order has an Execution Status of In Execution, and a Transmission-to-EWM Status of Sent.
Check
1. As a customer service agent, in NWBC, choose Freight Order Management Road Edit Road Freight
Order .
2. Enter the freight order for your pre-carriage.
3. Check the Charges tab page.
A basic rate is displayed.
4. If no charges are calculated, check the General Data tab page to see whether the purchasing organization is
entered. If not, enter the relevant forwarding house (the export station in either Tokyo or Nagoya).
5. Choose Calculate Charges.
Procedure
1. As a customer service agent, in SAP NetWeaver Business Client (NWBC), choose Forwarding Order
Management Forwarding Order Edit Forwarding Order .
2. Select your forwarding order.
3. On the Document Flow tab page, select the number of the pre-carriage freight order that you created in
Planning Pre-Carriage [page 28].
4. Choose the Document Flow tab page. Under Successor Business Documents, the system displays the SAP
EWM freight order OAF-STA-JPTYO (or OAF-STA-JPNGO) for pre-carriage. Open freight order by clicking
on the document number in the Business Documents column.
In SAP EWM, you open the transportation unit (TU) you created in the section Executing Pre-Carriage with
Transit Warehousing (Deliver to TW) [page 36]. This TU has the same number as the pre-carriage freight
order. You can also see the requested handling units (HUs) on the HUs/HU Containers tab page. These are
the HUs you unloaded in the section Inbound Processing in SAP EWM (Receiving at Transit Warehouse)
[page 35].
5. Choose Arrival at Checkpoint.
The TU has the status Arrival. SAP EWM sends the status Arrival at Destination to SAP Transportation
Management (SAP TM).
6. On the TUs/Container TUs tab page, select the row that contains the TU and choose Arrival at Door.
The TU has the status Loading Completed and SAP EWM sends the Loading End status to SAP TM.
SAP TM displays the loaded HUs on the Items tab page of the freight order.
10. Choose Departure from Checkpoint.
The TU has the status Departure, and the door is free. SAP EWM sends the Departure status to SAP TM.
Use
Receiving of inbound transportation planning results from SAP Transportation Management (SAP TM) of a
truck bringing cargo from a transit warehouse to a transit warehouse. After the truck arrives in the transit
warehouse, the truck is unloaded and the handling units (HUs) are received and put away in the transit
warehouse. When receiving is completed an LDAP notification message is sent to SAP TM. When the truck
departs from the transit warehouse, the system sends a second LDAP notification message to SAP TM.
Procedure
1. As a customer service agent, in SAP NetWeaver Business Client (NWBC), choose Forwarding Order
Management Forwarding Order Edit Forwarding Order .
2. Select your forwarding order that has a less-than-container load (LCL).
3. On the Document Flow tab page, select the pre-carriage freight order that you created in Planning Pre-
Carriage [page 28].
The system displays the freight order in a new window.
4. Under Load Plan Status, choose Set Unload Plan to Finalized.
5. Save and close you freight order
When the Load Plan Status is Set Unload Plan to Finalized, SAP TM transfers the freight order to SAP Extended
Warehouse Management (SAP EWM). SAP EWM. automatically creates the relevant objects, such as vehicle,
transportation unit (TU), and inbound delivery as freight order.
Note
The freight order has an Execution Status of In Execution, and a Transmission-to-EWM Status of Sent.
Procedure
1. As a customer service agent, in SAP NetWeaver Business Client (NWBC), choose Forwarding Order
Management Forwarding Order Edit Forwarding Order .
2. Select your forwarding order that has a less-than-container load (LCL).
3. On the Document Flow tab page, select the freight order that you created in Planning Pre-Carriage [page
28].
4. Choose the Document Flow tab page. Under Successor Business Documents, the system creates the SAP
Extended Warehouse Management (SAP EWM) freight order OF-CFS-JPYOK for pre-carriage.
Open the freight order by choosing the document number in column Business Documents.
5. In SAP EWM, open the transportation unit (TU) you created in Executing Pre-Carriage with Transit
Warehousing (Rec from TW) [page 38]. This TU has the same number as the pre-carriage freight order.
You can also display the requested handling units (HUs) on the HUs/HU Containers tab page. These are the
same HUs that you unloaded in the section Inbound Processing in SAP EWM (Receiving at Transit
Warehouse) [page 35].
6. Choose Arrival at Checkpoint.
The TU has the status Arrival. SAP EWM sends the Arrival at Destinationstatus to SAP Transportation
Management (SAP TM).
7. On the TUs/Container TUs tab page, select the row that contains the TU and choose Arrival at Door. The
system displays the available doors.
8. Choose the row with the next free door.
The TU has the status Receiving Completed. SAP EWM sends the Unloading End status to SAP TM.
11. Choose Departure from Checkpoint.
The TU has the status Departure, and the door is free. SAP EWM sends the Departure status to SAP TM.
Procedure
Choose Continue.
3. On the Freight Order screen area, choose the document number to open the freight order for your pre-
carriage stage.
Choose Edit.
4. Enter the purchasing organization and the planning and execution organization OF-FWH-03 for the
exporting container freight station (CFS) forwarding house.
5. Optionally, choose Set Status Set to Ready for Execution .
Save you work.
Choose Edit.
6. Choose Set Status Set to In Execution .
Save your work.
Register Delivery
Field Value
Location OF-STA-JPYOK
Calculate Charges
1. As a customer service agent, in SAP NetWeaver Business Client (NWBC), choose Freight Order
Management Land Edit Freight Order .
2. Select the freight order for your pre-carriage stage.
3. Check the Charges tab page.
Result
Context
Receiving of outbound transportation planning results from SAP Transportation Management (SAP TM) of a
plane transporting container HUs (ULDs) from an exporting transit warehouse to an importing transit
warehouse. After receiving a freight booking in the transit warehouse, if necessary the handling units (HUs) are
staged and packed into container HUs (ULDs). After packing is completed, SAP Extended Warehouse
Management (SAP EWM) sends an LDAP notification message to SAP TM for each container HU.
Procedure
1. As a transportation planner, in SAP NetWeaver Business Client (NWBC), choose Freight Order
Management Ocean Edit Ocean Freight Booking .
2. Enter the number of the freight booking that you created earlier.
Choose Edit.
The cargo is now consolidated into container units (CUs) and the ocean booking is ready for execution. When
the Load Plan status changes to Set Load Plan to Finalized, SAP TM transfers the freight booking to SAP EWM.
SAP EWM creates the relevant objects in an outbound delivery as a freight booking.
Note
Procedure
1. As a customer service agent, in SAP NetWeaver Business Client (NWBC), choose Forwarding Order
Management Forwarding Order Edit Forwarding Order .
2. Select your forwarding order that has a less-than-container load (LCL).
3. On the Document Flow tab page, select the number of the freight booking that you created in Manage
Bookings for Export [page 17].
4. Choose the Document Flow tab page.
Open the freight booking by clicking on the document number in the Business Document column.
In SAP EWM, open the loading preparation that you created in Loading Freight for Main Stage with Transit
Warehousing [page 41]. This has the same number as the freight booking. You can also see that the system
has created an empty transportation unit (TU) container.
5. On the TU Container tab page, choose Create TU Container. Choose OK without entering anything. The TU
container has the status Created.
6. Choose the row that contains the TU container line.
You can also use a radio frequency (RF) device to load HUs in SAP EWM.
10. Choose Departure from Checkpoint.
Context
Before consolidating freight in the ocean booking into several containers, you must print the relevant
information and send it to the warehouse. Actual consolidation of the containers takes place in the warehouse
based on the loading instructions in the printout. After the containers have been loaded, the container freight
station (CFS) receives a confirmation of the freight units or forwarding orders have been loaded into
containers. This information can be used to complete the consolidation on the Cargo Management tab page.
Procedure
1. As a transportation planner, in SAP NetWeaver Business Client (NWBC), choose Freight Order
Management Ocean Edit Ocean Freight Booking .
2. Enter the number of the freight booking that you created earlier and choose Edit. Go to the Items tab page
and choose the Cargo Management view. Choose Execution Status Cargo ready for loading .
3. Select the container and choose Set to Loaded Set to Cargo Loaded .
4. Save the ocean booking.
Results
Use
Receiving of outbound transportation planning results from SAP Transportation Management (SAP TM) of a
truck bringing container HUs from a gateway to the airport. After the truck arrives at the gateway, if necessary,
the container handling units (HUs) are staged and loaded onto the truck. After loading is completed an LDAP
notification message is sent to SAP TM. After the truck departs from the gateway, a second LDAP notification
message is sent to SAP TM.
1. As a transportation planner, in SAP NetWeaver Business Client (NWBC), choose Freight Order
Management Ocean Edit Ocean Freight Booking .
2. On the Document Flow tab page, choose the number of the pickup freight order that you created earlier.
3. Under Load Plan Status choose Set Load Plan to Finalized.
4. Save and close the freight booking.
When the Load Plan Status is Set Load Plan to Finalized, SAP TM transfers the freight order to SAP Extended
Warehouse Management (SAP EWM). SAP EWM automatically creates the relevant objects, such as vehicle,
transportation unit (TU), and outbound delivery as freight order.
Note
The freight order has an Execution Status of In Execution and a Transmission-to-EWM status of Sent.
Procedure
1. As a customer service agent, in SAP NetWeaver Business Client (NWBC), choose Freight Order
Management Ocean Edit Ocean Freight Booking .
Open the freight order by clicking on the document number in the Business Documents column.
In SAP EWM, you open the transportation unit (TU) you created in the section Executing Drayage with
Transit Warehousing [page 43]. The TU has the same number as the pickup freight order. You can also
display the requested handling units (HUs) on the HUs/HU Containers tab page.
4. Choose Arrival at Checkpoint.
The TU has the status Arrival. SAP EWM sends the Arrival at Destination status to SAP Transportation
Management (SAP TM).
5. On the TUs/TU Containers tab page, choose the row that contains the TU and choose Arrival at Door.
You can also use a radio frequency (RF) device to load HUs in SAP EWM.
8. Choose Loading Completed. The TU has the status Loading Completed. SAP EWM sends the Loading End
status to SAP TM. You can display the loaded HUs on the Items tab page of the freight order in SAP TM.
9. Choose Departure from Checkpoint.
The TU has the status Departure and the door is free. The Departure status has been sent to SAP TM.
Procedure
1. As a transportation planner, in SAP NetWeaver Business Client, choose Freight Order Management
Ocean Edit Ocean Freight Booking .
2. Enter the number of the freight booking that you created earlier and that you assigned to your forwarding
order.
3. Go to the Document Flow tab page.
In the Document Hierarchy structure, below the Successor Business Documents hierarchy, choose the
freight order that you created above. This is the drayage freight order to the container terminal.
4. Choose the corresponding business document number of the freight order.
Procedure
1. As a transportation planner, in SAP NetWeaver Business Client (NWBC), choose Freight Order
Management Ocean Edit Ocean Freight Booking .
2. Enter the number of the freight booking that you created earlier and assigned to your forwarding order.
3. On the Output Management tab page, highlight the instructions for master bill of lading, choose the
Document Preview tab page and display the bill of lading draft.
4. Select the Instructions for Master B/L in the list of unprocessed actions and specify your output device.
5. Choose the Execute Actions pushbutton in order to produce the document with the respective conditions
checked beforehand.
Choose Save.
8. Optionally, to see a preview, choose Print Preview , choose the Create House Sea B/L form.
Choose OK.
A PDF file is generated with the first house bill of lading document.
Results
In your forwarding order, go to the HBL or HAWB tab page and check that a house bill of lading has been
created for each shipment.
Procedure
1. As a transportation planner in SAP NetWeaver Business Client (NWBC), choose Freight Order
Management Ocean Overview Ocean Freight Bookings .
2. Choose the query PRE-Alerts for OF-USLGB.
3. Select the number of the freight booking that you created earlier.
4. Change to edit mode and go to the Execution tab page.
If this tab page is not displayed, choose Personalization in the top-right of the screen. Choose the Add
pushbutton and then execute.
5. Select Insert Event.
6. In the Event field, choose Arrival at Destination.
7. In the Actual Event Date field, enter today’s date.
8. In the Location field, enter OF-USLGB (Port of Long Beach).
9. Select Report Event.
10. Choose Save and return to edit mode.
After reporting the event and completing the booking, you should not be able to see the document in the
PRE-Alerts for OF-USLGB query. At this point, the export ocean booking is completed and not relevant for
further actions.
Results
The main carriage stage has been executed and final delivery is triggered.
Procedure
1. As a customer service agent, in SAP NetWeaver Business Client (NWBC), choose Forwarding Order
Management Forwarding Order Edit Forwarding Order .
2. Enter your forwarding order number and choose Continue.
1. Open the forwarding order and choose the Document Flow tab page.
2. In SAP ERP, call transaction VF03 (Display Billing Document).
3. Search for the billing document using the input help ( F4 ):
○ Sales organization: 5000 or 3000
○ Payer: prepaid agreement party in the forwarding order
Choose Open.
4. Open the latest document in the list.
5. Select the item in line 10 and choose Pricing Condition.
Note that all stages are displayed but only those with the status Prepaid appear with calculated costs.
Check
Check that the invoiced charges correspond to the forwarding settlement document in SAP TM.
Result
Procedure
Pick-Up Settlement
As a customer service agent in SAP NetWeaver Business Client, choose Freight Order Management Road
Edit Road Freight Order .
1. Enter your pickup freight order number that you created from the forwarding order and choose Continue.
2. On the Charges tab page, check that charges have already been calculated. If not, choose Calculate
Charges.
1. Check that the invoicing status is Not Invoiced and that the charge calculation status is Calculated.
2. Choose Save (only if changes are made).
3. Change to edit mode (only necessary if saved before).
4. Choose Charges/Settlement Create Freight Settlement Document .
5. The new settlement document appears in a separate window. Check the following data:
○ On the General tab page, the document type should be OF06, the sales organization should be the
exporting station, and the currency should be JPY.
○ On the Business Partner tab page, check the invoicing party, payer, and ordering party.
○ On the Order tab page, check the shipper, consignee, and source and destination locations.
○ On the Charges tab page, check the currency, charge type, rate amount, price units, quantity,
calculation base, and calculated amount.
Pre-Carriage Settlement
As a customer service agent in SAP NetWeaver Business Client, choose Freight Order Management Road
Edit Road Freight Order .
1. Enter your pre-carriage freight order number that you created in the transportation cockpit and choose
Continue.
2. On the Charges tab page, check that the charges have already been calculated. If not, choose Calculate
Charges.
1. Check that the invoicing status is Not Invoiced and that the charge calculation status is Calculated.
2. Choose Save (only if changes are made).
3. Change to edit mode (only necessary if saved before).
4. Choose Charges/Settlement Create Freight Settlement Document .
5. The new settlement document appears in a separate window. Check the following data:
○ On the General tab page, the document type should be OF06, the purchasing organization should be
the exporting station, the currency should be JPY, and the incoterm should exist.
○ On the Business Partner tab page, check the invoicing party and carrier.
○ On the Order tab page, check the shipper, consignee, and source and destination locations.
○ On the Charges tab page, check the currency, charge type, rate amount, price units, quantity,
calculation base, and calculated amount.
As a customer service agent in SAP NetWeaver Business Client (NWBC), choose Freight Order Management
Road Edit Road Freight Order .
1. Enter your drayage freight order number that you created from the drayage and choose Continue.
2. On the Charges tab page, check that charges have been calculated. If not, check whether the carrier,
shipper, and consignee business partners have been created (create them if necessary).
3. Choose Calculate Charges.
1. Check that the invoicing status is Not Invoiced and that the charge calculation status is Calculated.
2. Choose Save (only if changes are made).
3. Change to edit mode (only necessary if saved before).
4. Choose Create Freight Settlement Document.
5. The new settlement document appears in a separate window. Check the following data:
○ On the General tab page, the document type should be OF06, the sales organization should be the
exporting station, the currency should be JPYand the incoterm should exist.
○ On the Business Partner tab page, check the invoicing party and carrier.
○ On the Order tab page, check the shipper, consignee, and source and destination locations.
○ On the Charges tab page, check the currency, charge type, rate amount, price units, quantity,
calculation base, and calculated amount.
As a customer service agent in SAP NetWeaver Business Client (NWBC), choose Freight Order Management
Ocean Edit Ocean Freight Booking .
1. Enter your ocean freight booking number for the main carriage stage and choose Continue.
2. On the Terms and Conditions tab page, check that the Subcontracted Shipping Type field is empty.
3. On the Charges tab page, check that the charges have already been calculated. If not, choose Calculate
Charges.
1. Check that the invoicing status is Not Invoiced and that the charge calculation status is Calculated.
2. Choose Save (only if changes are made).
3. Change to edit mode (only necessary if saved before).
4. Choose Follow Up Create Freight Settlement Document .
Result
Procedure
1. As a transportation planner in SAP NetWeaver Business Client (NWBC), choose Freight Order
Management Ocean Edit Ocean Freight Booking .
2. Enter the number of the freight booking that you created earlier and assigned to your forwarding order.
3. Change to edit mode and choose Subcontracting Send Booking and then Subcontracting Send
Shipping Instruction .
4. Choose Save.
5. Go to the General Data tab page, and change to edit mode.
6. In the Carrier's Master Bill of Lading Number field, enter a B/L number.
7. Choose Save.
Results
The Booking Confirmation Status should now be 7 (shipping instruction sent to carrier). The carrier confirms
the shipping instructions and provides the carrier’s master bill of lading.
In this section, you require the role Ocean Planner Export Gateway.
Context
You can calculate the costs collected in the master file (export ocean booking), such as costs for the main
carriage stage, terminal charges, and so on, and assign these costs to the individual forwarding orders based
on the chargeable weight of a forwarding order relative to the overall chargeable weight of the ocean booking.
Procedure
1. As an ocean planner export gateway in SAP NetWeaver Business Client, choose Freight Order
Management Ocean Edit Ocean Freight Booking .
2. Enter the number of your ocean booking order for the main carriage stage and choose Continue.
3. On the Cost Distribution tab page, check that the total amount, distribution amount, and distribution
percentage have been calculated on distribution level and the distribution reference documents have been
created.
Procedure
5. Check that the service entry sheet has been created (choose Item Detail Purchase Order History ).
Prerequisites
Parameter TM_INVOICE_CLERK has been set for your user in transaction SU01.
Procedure
Field Value
5. Choose Save.
6. Note the number of your invoice: ____________________________.
In this section, you access SAP NetWeaver Business Client (NWBC) using the role Ocean Planner Import
Gateway. In NWBC, choose Freight Order Management Ocean Overview Ocean Freight Bookings .
Procedure
1. As a customer service agent in SAP NetWeaver Business Client (NWBC), choose Forwarding Order
Management Forwarding Order Edit Forwarding Order .
2. Enter your export forwarding order number.
3. Go to the Document Flow tab page and open your import forwarding order.
4. Switch to the Status tab page and choose Set to In Process..
Note
This step is mandatory to change the import ocean booking from the “draft” status to the “in process”
status.
5. Return to the export ocean freight booking that you created earlier and open it in display mode.
6. The Document Flow tab page contains the import ocean booking as a successor document.
8. On the Status tab page, the life cycle status is Draft. Choose Set Status Set to In Process . The life
cycle status changes to In Process.
9. On the General tab page, check whether the correct booking type has been used (ocean freight booking
document type for import).
10. Check that the correct purchasing organization (importing CFS), shipper (exporting CFS), consignee
(importing CFS), carrier (OAF-CR-02), and container count have been automatically entered (complete
any that are missing).
11. Check that the steamship line booking number has been entered.
12. On the Terms and Conditions tab page, check that the traffic direction is 2 Import.
13. On the Business Partner tab page, check or enter the party role Export Organization with business partner
OF-FWH-03 (exporting gateway).
14. On the Item tab page, select the Cargo Management view.
15. Select the container and on the tab page below, activate Container Details. Check that the container
number has been entered in the Container field.
16. Save.
17. Go back to the Document Flow tab page. The document hierarchy contains the new importing freight unit
and importing forwarding order numbers. Note these numbers: ___________________ and
___________________.
You can open the successor document by choosing the respective document number.
In this section, you require the business role Ocean Planner Import Gateway. In SAP Netweaver Business Client,
choose Forwarding Order Management Forwarding Order Edit Forwarding Order .
Procedure
1. Enter your new importing forwarding order number and open the document in edit mode.
2. On the General tab page, enter the importing station as the sales organization.
3. On the Stages tab page, stages 1 to 3 should have the status Not Relevant (since these stages are relevant
within the export process).
4. On the Locations and Dates/Times tab page, check that the source and destination locations have been
entered. Check the pickup and delivery dates.
5. Stages 4 and 5 should have the status Not Planned.
6. Save and go back to edit mode.
7. In stage 1, check that the transportation mode is 01 Road (if necessary change it).
8. On the Business Partner tab page, enter the party role Prepaid Agreement Party and, therefore, the
customer as the business partner, as well as party role Collect Agreement Party and, therefore, the
consignee as the business partner (same as the exporting forwarding order).
9. Check the gross, net, and tare weight of the items.
10. Save your entries.
When the main carriage arrives in Long Beach (OF-USLGB), the CFS in Los Angeles sets the event Arrival at
Destination.
Procedure
1. As a transportation planner in SAP NetWeaver Business Client (NWBC), choose Freight Order
Management Ocean Overview Ocean Freight Bookings .
2. Choose Define New Query.
3. In the Select Object Type field, choose Freight Booking – Ocean and then choose Next.
4. In the General Data screen area, enter OF15 in the Document Type field.
5. In the Location and Dates/Times screen area, enter OF-USLGB in the Delivery Location field.
6. In the Statuses screen area, enter 02 – In Process in the Life Cycle Status field.
7. In the Execution Status area, enter X – Shipped on board in the Shipped on Board field.
8. Choose Next.
9. In the Description field, enter: PRE-Alerts for OF-USLGB.
10. Select the category Ocean Freight Bookings.
11. Choose Finish.
Procedure
1. As a transportation planner in SAP NetWeaver Business Client (NWBC), choose Freight Order
Management Ocean Overview Ocean Freight Bookings .
2. Select the number of the freight booking that you created earlier (import booking).
3. Change to edit mode and go to the Execution tab page.
4. Choose Insert Event.
5. In the Event field, choose Arrival at Destination.
6. In the Actual Event Date field, enter today’s date.
7. In the Location field, enter OF-USLGB (Port of Long Beach).
8. Select Report Event.
9. Choose Save and return to edit mode.
After reporting the event and completing the booking, you should no longer be able to see the document in
the PRE-Alerts for OF-USLGB query. At this point, the export ocean booking is completed and not relevant
for further actions.
The main stage has been executed and final delivery is triggered.
Context
You clear import customs by setting the Customs Cleared status and entering the movement reference number
(MRN) manually in the forwarding order. In a more detailed approach, a summary declaration would be
generated for the entire booking with a subsequent change of the custodian and summary of the individual
forwarding orders. Actual import clearance would then be performed. In this simplified process step, however,
only import clearance is performed here.
Procedure
1. As an ocean planner for the import gateway in SAP NetWeaver Business Client (NWBC), choose
Forwarding Order Management Forwarding Order Edit Forwarding Order .
2. Enter your import forwarding order number and choose Continue.
3. Select the item and choose the Customs tab page.
4. In the Customs Status field , enter Customs Clearance Approved.
5. In the Customs Reference Number field, enter 48332032.
6. In the Commodity Code for Customs field, enter 6204.
7. Save your entries.
Procedure
1. In SAP NetWeaver Business Client (NWBC), choose Freight Order Management Ocean Edit Ocean
Freight Booking .
2. Enter the number of the import ocean freight booking that you created earlier and assigned to your
forwarding order.
4. Select a container and choose Create Freight Order for Pick-Up Create Freight Order for Delivery .
5. Save your entries.
6. Change to edit mode and go to the Document Flow tab page.
The drayage freight order for delivery from the port of discharge to the importing container freight station
is displayed in the Document Hierarchy structure under Successor Business Documents.
7. Select the corresponding business document number of the drayage freight order.
8. Change to edit mode and go to the General Data tab page.
9. In the fields for the purchasing organization and the planning & execution organization, enter the importing
container freight station OF-FWH-20.
10. In the Carrier field, enter OAF-CR-05.
11. In the Stage Type field on the Stages tab page, enter 04 (on-carriage).
12. Save your entries.
Results
The freight order for drayage delivery of the container from the port of discharge to the container freight
station has been created and planned.
Use
Receiving of inbound transportation planning results from SAP Transportation Management (SAP TM) of a
freight booking and a truck bringing CHUs from the importing airport to the importing gateway. When the truck
arrives at the gateway, it is unloaded and the CHUs are received. When receiving is completed an LDAP
notification message is sent to SAP TM. When the truck departs from the gateway, a second LDAP notification
message is sent to SAP TM. The handling units (HUs) are unpacked from the CHUs and put away in the
gateway. When unpacking of each CHU is completed, an LDAP notification message is sent to SAP TM.
Procedure
1. As a transportation planner, in SAP NetWeaver Business Client (NWBC), choose Freight Order
Management Ocean Edit Ocean Freight Booking .
2. Open your import freight booking.
Under Load Plan Status choose Set Unload Plan to Finalized.
3. On the Document Flow tab page, select the number of the delivery freight order that you created in
Planning Drayage to CFS [page 57].
When the Load Plan Status changes to Set Unload Plan to Finalized, the system transfers the freight order to
SAP EWM. SAP EWM automatically creates the relevant objects, such as vehicle, transportation unit (TU), and
outbound delivery as freight order.
Note
The freight order has an execution status of In Execution and a transmission-to-EWM status of Sent.
Procedure
1. As a customer service agent, in SAP NetWeaver Business Client (NWBC), choose Freight Order
Management Ocean Edit Ocean Freight Booking .
2. Select your import freight booking.
3. On the Document Flow tab page, select the number of the delivery freight order that you created in
Planning Drayage to CFS [page 57].
On the Document Flow tab page, under Successor Business Documents, the SAP EWM freight order OF-
CFS-USLAX has been created.
4. Open freight order by choosing the document number in the Business Documents column. In SAP EWM,
you open the transportation unit (TU) you created in the Executing Drayage with Transit Warehousing
[page 43] section.
The TU has the same number as the delivery freight order. You can also display the requested handling
units (HUs) on the TUs/TU Containers tab page.
5. Choose Arrival at Checkpoint.
The TU has the status Arrival. The system has sent the Arrival at Destination status to SAP Transportation
Management (SAP TM).
6. Choose the TU container line and choose Unload TU Container.
The TU can now leave the warehouse as the TU containers are already unloaded.
7. On the TUs/TU Containers tab page select the row that contains the TU and choose Arrival at Door.
Receiving HUs can also be done using a radio frequency (RF) device in SAP EWM.
10. Choose Receiving Completed.
The TU has the status Receiving Completed. The Unloading End status has been sent to SAP TM. The
received HUs are visible on the Items tab page of the freight order in SAP TM.
11. Choose Departure from Checkpoint.
The TU has the status Departure and the door is free. The Departure status has been sent to SAP TM.
Procedure
1. In SAP NetWeaver Business Client (NWBC), choose Freight Order Management Ocean Edit Ocean
Freight Booking .
2. Enter the number of the import freight booking that is assigned to your importing forwarding order.
3. Go to the Document Flow tab page.
4. In the Document Hierarchy structure below the Successor Business Documents hierarchy, select the freight
order.
This is the drayage freight order from the port of discharge to the importing CFS.
5. Select the corresponding business document number of freight order.
6. Switch to edit mode and choose the Statuses tab page.
Execution of drayage from the port of discharge to the container freight station has been finalized and the
goods have arrived at the CFS.
Procedure
1. In SAP NetWeaver Business Client (NWBC), choose Freight Order Management Ocean Edit Ocean
Freight Booking .
2. Enter the number of your import freight booking created earlier
3. Change to edit mode and go to the Item tab page and the Cargo Management view.
Results
The container in the import freight booking now has the status Unloaded, which means that the cargo has been
removed from container.
Procedure
1. As a transportation planner in SAP NetWeaver Business Client (NWBC), choose Planning Planning
Transportation Cockpit .
2. Select the following profiles:
○ Selection Profile (FU): OF-GEN-SEL-ON-WO-TIME
○ Planning Profile: OF-PLAN-PROF-ON
○ Selection Profile (FO): OF-GEN-SEL-ON-WO-TIME
○ Selection Profile (FB): OF-GEN-SEL-ON-WO-TIME
○ Capacity Selection Settings: OF-CAP-SEL-ON
3. Select transportation cockpit layout OF-LAYO-01.
4. Choose Continue.
5. Select the filter option in freight unit section.
6. Enter your forwarding order number in the Requirement column by entering an asterisk (*) followed by the
last two digits (for example, *88 for FWO 1100000088). Press ENTER .
Optionally, you can also filter the loading and unloading location, in this case, the container freight station
OF-CFS-USLAX and the importing station OAF-STA-USPHX (for Phoenix) or OAF-STA-USSAN (for San
Diego).
7. Select your freight unit.
8. Choose the Sailing Schedules tab page in the Resources screen area (lower left-hand side).
9. Assign your freight units to schedule OF-TRUCKSCHED-04 by using drag and drop (this is the schedule for
delivery to Phoenix; OF-TRUCKSCHED-03 is the schedule for delivery to San Diego).
Check that a freight order has been created (this is only the case if the start time for your freight units have
the same start date). You can display the freight order details in the lower right-hand window by selecting
the line in the Freight Orders screen area.
10. Save your entries.
11. Repeat the planning steps for your other forwarding orders. Select the corresponding freight units and
assign them to the freight order created above using drag and drop. The new freight order is considered to
be the daily feeder truck from the CFS to the station.
12. Once planning is complete, select the new freight order and switch to edit mode.
13. On the General Data tab page, check whether carrier OAF-CR-06 has been entered for the delivery to the
station in Phoenix (in the freight order for the delivery to the station in San Diego, enter the respective
carrier OAF-CR-05). Enter purchase organization OF-FWH-20 as well as planning & execution organization
OF-FWH-20.
14. In the Stage Type field on the Stages tab page, enter 04 (on-carriage).
15. Save your entries.
1. In SAP NetWeaver Business Client (NWBC), choose Forwarding Order Management Worklist
Overview Forwarding Order .
2. Select your import forwarding order and change to edit mode.
3. On the Stage tab page, select stage 5 (Delivery).
4. Choose Freight Document Create .
5. Choose Save.
6. Go to the Document Flow tab page.
7. Select the row containing your freight order and choose Display.
8. Change to edit mode and on the General Data tab page, enter the purchasing organization and planning &
execution organization that corresponds to the source station (Phoenix – OAF-FWH-21).
9. In the Stage Type field of the Stages tab page, enter 05 (delivery).
10. Save and close the freight order.
Repeat these steps for all your forwarding orders and use carrier OAF-CR-06 in each case (there is only one
carrier for all deliveries).
Execution of On-Carriage
1. In SAP NetWeaver Business Client (NWBC), choose Forwarding Order Management Forwarding Order
Edit Forwarding Order .
2. Enter your import forwarding order number and choose Continue.
3. Choose the Document Flow or Stages tab page.
4. Select the freight order for your delivery (OF: Pre/ On-carriage Freight Order).
5. Choose Edit.
6. Go to the General Data tab page. If not completed automatically, enter the purchasing organization and the
planning & execution organization OF-FWH-20.
7. On the Statuses tab page, the execution status is Not Started. Choose Set Status Set to In Execution .
The status changes to In Execution.
8. Save your entries.
9. Switch to edit mode.
10. Go to the Execution tab page.
11. Choose Insert Event and enter the following data:
Location OAF-STA-USPHX
Execution of Delivery
1. In SAP NetWeaver Business Client (NWBC), choose Forwarding Order Management Forwarding Order
Edit Forwarding Order .
2. Enter your import forwarding order number and choose Continue.
3. Choose the Document Flow or Stages tab page.
4. Select the freight order for your delivery (OF: Pick-Up/ Delivery Freight Order).
5. Choose Edit.
6. On the General tab page, enter the importing station as the purchasing organization and planning &
execution organization OAF-FWH-21 if this has not been entered automatically.
7. On the Stages tab page, enter the departure and arrival dates if these have not been entered automatically.
8. (Optional) Choose Set Status Set to In Execution and save.
9. Choose the Execution tab page.
10. Choose Insert Event.
11. (Optional) Enter the following data:
Location CUOAF-CO-01@ERPCLNT001
Location CUOAF-CO-01@ERPCLNT001
Use
Transportation-related charges are be billed according to the Incoterm of the forwarding order. All collect
charges to be billed to the U.S. consignee will be billed by the U.S. import station. Conversely, all prepaid
charges will have been billed to the Japanese shipper by the Japanese export station.
Procedure
1. In SAP NetWeaver Business Client (NWBC), choose Forwarding Order Management Forwarding Order
Edit Forwarding Order .
2. Enter your import forwarding order number and choose Continue.
3. Choose Calculate Charges.
4. Choose Charges/Settlement Create Forwarding Settlement Document .
5. Select the corresponding Collect Agreement Party OAF-CO-01 to OAF-CO-04 and choose OK.
6. The new settlement document appears in a separate window. Check the following data:
○ On the General tab page, the document type should be OF09, the sales organization should be the
exporting station, the currency should be USD and the incoterm should exist.
○ On the Business Partner tab page, check the ordering party, bill-to-party, and payer.
○ On the Order tab page, check the shipper, consignee, ordering party, and source and destination
locations.
○ On the Charges tab page, check the currency, charge type, rate amount, price units, quantity,
calculation base, and calculated amount.
7. Choose Save and Transfer.
Note the document number: _______________.
Check
Check that the invoiced charges correspond to the forwarding settlement document in SAP TM.
Result
Use
As a customer service agent in SAP NetWeaver Business Client, choose Freight Order Management Land
Edit Freight Order .
Procedure
1. Enter your drayage freight order number created from the drayage and choose Continue.
2. On the Charges tab page, check whether charges have already been calculated and if not, choose Calculate
Charges.
3. Check that the invoicing status is Not Invoiced and the charge calculation status is Calculated.
4. Save any changes you have made.
5. In edit mode, choose Charges/Settlement Create Freight Settlement Document .
6. The new settlement document appears in a separate window. Check the following data:
○ On the General tab page, the document type should be OF06, the purchasing organization should be
the exporting station, and the currency should be USD.
○ On the Business Partner tab page, check the invoicing party and carrier.
○ On the Order tab page, check the shipper, consignee, and source and destination locations.
○ On the Charges tab page, check the currency, charge type, rate amount, price units, quantity,
calculation base, and calculated amount.
7. Choose Save and Transfer.
8. Note the freight settlement document number ___________________.
On-Carriage Settlement
1. Enter your on-carriage freight order number created in the transportation cockpit and choose Continue.
2. On the Charges tab page, check whether charges have already been calculated and if not, choose Calculate
Charges.
3. Check that the invoicing status is Not Invoiced and the charge calculation status is Calculated.
4. Save any changes you have made.
5. In edit mode, choose Charges/Settlement Create Freight Settlement Document .
6. The new settlement document appears in a separate window. Check the following data:
○ On the General tab page, the document type should be OF06, the purchasing organization should be
the exporting station, and the currency should be USD.
○ On the Business Partner tab page, check the invoicing party and carrier.
○ On the Order tab page, check the shipper, consignee, and source and destination locations.
○ On the Charges tab page, check the currency, charge type, rate amount, price units, quantity,
calculation base, and calculated amount.
7. In the new window, choose Save and Transfer.
8. Note the freight settlement document number ___________________.
9. Choose Close.
Delivery Settlement
Export Forwarding Order En Customer Service Agent NWBC Forwarding order is created
try with assigned booking.
Plan the First Stage Customer Service Agent NWBC Pickup order is generated.
Execution of the First Stage Customer Service Agent NWBC Freight orders are executed
for the pickup stage.
Load Planning of Ocean Transportation Planner NWBC Container units are assigned
Booking to ocean bookings in accord
ance with the reserved ca
pacity.
Execution of Main Carriage Transportation Planner NWBC The booking is executed and
the status updated
( Status Shipped on
Board )
Generate and Send Invoice to Customer Service Agent NWBC Forwarding settlement docu
Shipper ment is created and transfer
red.
TM: Settling Freight Orders Transportation Planner MIRO Freight settlement document
is created and transferred.
Verifying Logistics Invoices Carrier settlement specialist MIRO/MRBR/MR8M Invoice document for the
Online service purchase order is
created,
You can use the organization as a payee for each freight settlement.
Use
The main focus of transportation planning in this scenario is the main carriage stage, that is, the ocean
transport. Pickup and delivery stages are associated legs and are usually scheduled once the main carriage has
been finalized (in other words, the ocean booking has been confirmed by the ocean carrier). The booking in this
section is considered to be a prebooking of container space for a specific voyage.
Specific customer requests and forwarding orders are subsequently assigned to the booking. Once the booking
is fully consolidated with forwarding orders, shipping instructions are sent to the carrier. These shipping
instructions essentially replace the original pre-booking information with more specific information.
The containers associated with the booking have been physically loaded and the full container is transferred
from the shipper to the port of loading.
More Information
Procedure
1. In SAP NetWeaver Business Client (NWBC), choose Freight Order Management Ocean Create Ocean
Freight Booking .
2. Enter freight booking type OF18 and choose Continue.
5. Choose Search.
6. Select a voyage with departure date <today> + 2 weeks and with loop SOCAL SPEED if available.
Choose OK.
7. Return to the freight booking document and note the voyage number on the General Data tab page:
____________
8. In the freight booking document, check that carrier OF-CR-02 has been entered on the General Data tab
page.
The purchasing organization should also have been entered automatically. If this is not the case, enter OF-
FWH-03 (exporting container freight station) in the Purchasing Organization field.
9. On the General tab page, enter the following data:
Note
The container count should correspond to the containers in your container unit. The quantity in the
ocean booking stands for the required space on the ship. If you plan other container types as part of
the ocean booking, the system creates additional container lines in the ocean booking items overview.
The reserved container lines remain unaffected and can be deleted afterwards.
10. On the Stages tab page, enter the following stage types for the new stages (if the Stages tab page is not
visible, choose Personalize and drag and drop the Stages tab page to the visible tab pages):
11. On the Locations and Dates/Times tab page, check that the sequence of dates is correct:
1. Cargo cut-off date at pickup location
2. Pickup date at pickup location
3. Cargo cut-off date at port of loading
4. Sailing date at port of loading
5. Expected arrival date at port of discharge
6. Port pickup date at port of discharge
Procedure
1. In SAP NetWeaver Business Client (SAP NWBC), choose Freight Order Management Ocean Edit
Ocean Freight Booking .
2. Open the ocean freight booking that you created in Creating or Changing a Booking [page 70] in edit mode.
Note
This procedure assumes that the carrier confirms this booking, for example, by fax or e-mail.
1. In SAP NetWeaver Business Client (NWBC), choose Freight Order Management Ocean Edit Freight
Booking .
2. Open the ocean freight booking that you created in Creating or Changing a Booking [page 70].
3. Choose Subcontracting Set to Confirmed by Carrier .
4. Check that the value of the Booking Confirmation Status field has changed to 4 Confirmed by Carrier and
that the confirmed cargo capacity has changed to your container value.
5. Switch to edit mode. The “Steamship Line” booking number is a number that you would receive from the
carrier. Enter any 8-digit number. This is checked later in follow-on documents, for example.
6. Choose Save.
The booking is saved.
Use
Generally the user is free to predefine multiple templates for all conceivable shipper-consignee relations in
order to standardize the processing of the most common and recurring FCL-forwarding order shipments.
However, the following section offers two possible templates, each of them covering a different routing through
the transportation network.
Procedure
Template 1
1. In SAP NetWeaver Business Client (NWBC), choose Forwarding Order Management Forwarding Order
Create Forwarding Order .
2. Enter ocean forwarding order type OF17.
3. Enter transportation mode 03 - Sea.
4. Select the Template checkbox.
5. Choose Continue.
6. On the General Data tab page, enter the following data:
Field Value
Shipping Type 3
Movement Type DD
Incoterm CFR
7. In the Items area, choose Insert Container and specify the equipment type as 42G0.
Field Value
Quantity 100
Quantity UoM EA
Gross Weight 9
Field Value
Shipper OAF-CU-01
Consignee OAF-CO-01
11. On the General Data tab page, select the package and enter the following data on the Package Details tab
page:
Field Value
Length 12
Width 2
Height 2
Unit of Measure M
Field Value
Note
The source and destination locations have different names; the location name depends on the SAP
ERP system name
Template 2
1. In SAP NetWeaver Business Client (NWBC), choose Forwarding Order Management Forwarding Order
Create Forwarding Order .
2. Enter ocean forwarding order type OF17.
3. Enter transportation mode 03 - Sea.
4. Select the Template checkbox.
5. Choose Continue.
6. On the General Data tab page, enter the following data:
Field Value
Movement Type DD
Incoterm CFR
Field Value
Item Type CN
Pieces 30 EA
Gross Weight 2 TO
8. Press ENTER .
9. On the Charges tab page, enter document currency JPY.
10. On the Business Partner tab page, enter the following data:
Field Value
Shipper OAF-CU-03
Consignee OAF-CO-03
11. On the General Data tab page, select the package and enter the following data on the Package Details tab
page:
Field Value
Length 3.5
Width 1
Height 1
Unit of Measure M
12. On the Location and Dates/Times tab page, enter the following data at header level:
Field Value
The source and destination locations have different names; the location name depends on the SAP
ERP system name
Procedure
1. As a customer service agent, in SAP NetWeaver Business Client (NWBC), choose Forwarding Order
Management Worklist Overview Forwarding Order Choose Query FCL Ocean Freight Export
Templates .
2. Select the template that you created in Creating FCL Forwarding Order Templates [page 73].
3. Choose Create Forwarding Order from Template.
4. On the Locations and Dates/Times tab page, enter the following data:
Field Value
5. On the Actual Route tab page, select the stage and choose Schedule Assign .
Use
Before consolidating freight in the ocean booking into several containers, you must print the relevant
information and send it to the warehouse. Physical consolidation of the containers takes place in the
warehouse based on this information (loading instructions).
Procedure
As a customer service agent in SAP NetWeaver Business Client (NWBC), choose Forwarding Order
Management Worklist Overview Forwarding Order .
Field Value
Context
Before a full container is loaded at the shipper's facilities, an empty unit must be sourced from the depot in
Tokyo. Note that this handling takes place within the operational scope of the LSP in such a way that, in
contrast to the LCL variant, the container equipment is assumed to be owned by Interforwarders instead of the
ocean carrier SOCAL.
Procedure
1. As a customer service agent in SAP NetWeaver Business Client (NWBC), choose Forwarding Order
Management Worklist Overview Forwarding Order .
2. Select your forwarding order and switch to edit mode.
3. On the Stages tab page, enter following data for the Empty Provisioning stage:
○ Stage type 03 (main carriage)
○ Source location OAF-STA-JPTYO
○ Planning and execution organization OAF-FWH-05
○ Carrier OAF-CR-03
4. Save your entries.
5. In the upper screen area, go to Follow Up and select Start Transportation Cockpit.
6. In the transportation cockpit, select the following profiles:
Field Value
7. Choose Continue.
8. In the Container Unit Stages area, select the container unit for provisioning and assign it to vehicle resource
OF_JP_TRACTOR using drag and drop.
Use
Procedure
1. As a transportation planner in SAP NetWeaver Business Client (NWBC), choose Planning Planning
Transportation Cockpit .
2. Choose and select the profile set with description CFS-Gateway Yokohama Planner – Ocean.
3. Sort the freight unit stages by the Organization Interaction Status (Description) column in descending
order.
All freight units with the status To Be Checked should be at the top.
If the Organization Interaction Status (Description) column is not displayed, choose Personalize and add it
to the list of displayed columns.
4. Select the new freight unit and choose Set OI Status for FUs Confirm .
5. Save your actions in the transportation cockpit.
The status of the main stage changes to Confirmed. This result can be checked in the transportation
cockpit immediately after confirmation or in the corresponding forwarding order (after refresh).
6. Return to the forwarding order that you created in Creating Forwarding Order from Template [page 24] and
open it in edit mode.
7. Select stage 3 (main stage) again and choose Freight Document Select Freight Booking .
8. Choose the freight booking that you created in Creating or Changing a Booking [page 18]. Select Selected
and then choose Done.
9. Check that the Stage Status for stage 3 changes to Planned or Not Loaded and that the freight booking
document number and the carrier are automatically entered in the main stage.
10. If not done automatically, enter the following data in the Planning and Execution Organization column:
○ Stage 1: OAF-FWH-05 (Tokyo) or OAF-FWH-01 (Nagoya)
○ Stage 2: OF-FWH-03
○ Stage 3: OF-FWH-03
○ Stage 4: OF-FWH-20
○ Stage 5: OAF-FWH-21 (Phoenix) or OAF-FWH-22 (San Diego)
11. Choose Check and then Save.
○ Stages 1 and 2 should now have the status Not Planned and stage 3 should have the status Planned
or Not Loaded. Stages 4 and 5 should have the status Not Relevant since they are executed by a
different organization and are therefore not relevant for planning.
12. Create forwarding orders for the other 3 shippers, and select the same voyage for all 4 forwarding orders.
Check
All of the forwarding orders should be booked on the same ocean booking. To check this, proceed as follows:
1. As a transportation planner in SAP NetWeaver Business Client, choose Freight Order Management
Ocean Display Ocean Freight Booking .
2. Select the booking that you created in Creating or Changing a Booking [page 18] and choose Continue.
3. Check that all four forwarding orders are listed on this booking. Check the Document Flow tab page or the
Cargo Management tab page.
Procedure
1. As a customer service agent in SAP NetWeaver Business Client (NWBC), choose Forwarding Order
Management Worklist Overview Forwarding Order .
2. Select your forwarding order and switch to edit mode.
3. Select stage 1 (Pick-Up) on the Actual Route tab page.
4. Check carrier OAF-CR-03 (Truck Carrier JP) for stage 1.
5. Choose Freight Document Create .
6. Choose save.
The freight order should now be visible in the Document column on the Actual Route tab page.
7. Select the freight order.
The freight order opens in a new window.
8. Switch to edit mode and enter the purchasing organization and planning & execution organization OAF-
FWH-05 on the General data tab page. In the Carrier field, check that the carrier is OAF-CR-03.
9. On the Business Partner tab page, enter OF-FWH-03 as the consignee.
10. In the Stage Type field on the Stages tab page, enter 01 (pickup).
11. On the Terms and Conditions tab page, enter shipping type 18 (FTL).
12. Save the freight order. Note the freight order number: ____________________.
13. Repeat these steps for all your forwarding orders using carrier OAF-CR-03.
More Information
Use
This is an optional step to demonstrate functions that are intended for customs and should only be carried out
for the forwarding order with shipper OAF-CU-01 because the item type refers to clothing (commodity code:
6204).
Manual customs processing as described here means that the customs status and customs reference
numbers are entered directly in the forwarding order. The forwarding order shows that the LSP files an export
declaration on behalf of the shipper and that the shipment is customs relevant. This results in the freight unit
being blocked for execution until the appropriate clearance has been carried out and an MRN (customs
reference number) entered. At this point, the freight unit is released.
Procedure
1. As a customer service agent in SAP NetWeaver Business Client (NWBC), choose Forwarding Order
Management Forwarding Order Edit Forwarding Order .
2. Enter the number of the forwarding order corresponding to shipper OAF-CU-01.
3. On the General Data tab page, check that Export Decl. by LSP is selected.
4. Select an item and go to the Customs tab page.
5. In the Customs Status field, change the status to Relevant.
6. In the Customs Reference Number field, enter: 48332032.
7. In the Commodity Code for Customs field, enter 6204.
8. Save the document and choose Edit.
9. In the Customs Status field, enter the status Customs Clearance Approved.
10. Save the document.
Check
In your forwarding order, navigate to the Document Flow tab page and open the freight unit by clicking the
document number.
On the Status tab page, check that the Customs Status field has changed to Customs Clearance Approved (you
may have to refresh the document).
Context
Now that the main stage and pickup are planned, the confirmation for the ordering party is generated on the
basis of the forwarding order.
Procedure
1. As a customer service agent in SAP NetWeaver Business Client, choose Forwarding Order Management
Forwarding Order Edit Forwarding Order .
2. Enter the number of your forwarding order.
3. Change to edit mode.
4. Select the Confirm function.
5. Save your forwarding order.
6. On the Statuses tab page, check that the confirmation status has changed to Confirmed.
7. Repeat the above steps for each of your forwarding orders.
8. (Optional) On the Output Management tab page, check the creation of the forwarding order confirmation.
By selecting (highlighting) the forwarding order confirmation, you can also check the print preview by
choosing the Document Preview tab page.
Use
Repeat this procedure for all pick-up stages in your forwarding orders.
Procedure
1. As a customer service agent in SAP NetWeaver Business client, choose Forwarding Order Management
Forwarding Order Edit Forwarding Order .
2. Select your forwarding order.
3. Change to the Document Flow or the Stages tab page.
4. Select the freight order for your pick-up (OF05 Pick-Up/ and Delivery Freight Order).
5. If not completed automatically, enter the departure date and the arrival date on the Stages tab page.
6. On the General tab page, check if the purchasing organization and the planning & execution organization is
OAF-FWH-05.
1. (Optional) Select your freight order for pick-up and choose Set Status Set to Ready for Transportation
Execution .
2. Save and change to edit mode.
3. Go to the Execution Information tab page.
4. Choose Insert Event.
5. Enter the following data:
Field Value
Field Value
Location OF-STA-JPYOK
1. As a customer service agent in SAP NetWeaver Business Client, choose Freight Order Management
Road Edit Road Freight Order .
2. Choose the Charges tab page. A basic rate should be displayed.
3. If no charges have been calculated, check the General Data tab page to see whether the purchasing
organization has been entered. If this is not the case, enter the corresponding forwarding house.
4. Choose the Charges/Settlement tab page.
5. Choose Calculate Charges.
6. Save your entries.
Repeat these steps for all of the pickup stages in your forwarding orders.
More Information
Procedure
1. As a transportation planner in SAP NetWeaver Business Client (NWBC), choose Freight Order
Management Ocean Edit Ocean Freight Booking .
2. Enter the number of the freight booking that you created earlier and assigned to your forwarding order.
3. Switch to edit mode and choose Set Status Set to Ready for Transportation Execution .
4. Go to the Items tab page and choose Cargo Management in the change hierarchy.
5. Select the container and choose Set to Loaded Set to Loaded .
6. Save the ocean booking.
Result
Cargo is now consolidated into containers and the ocean booking is ready for execution.
Procedure
1. As a transportation planner in SAP NetWeaver Business Client (NWBC), choose Freight Order
Management Ocean Edit Ocean Freight Booking .
2. Enter the number of the freight booking that you created earlier and assigned to your forwarding order.
3. Change to edit mode and choose Subcontracting Send Booking and then Subcontracting Send
Shipping Instruction .
4. Choose Save.
5. Go to the General Data tab page, and change to edit mode.
6. In the Carrier's Master Bill of Lading Number field, enter a B/L number.
7. Choose Save.
Result
The Booking Confirmation Status should now be 7 (shipping instruction sent to carrier). The carrier confirms
the shipping instructions and provides the carrier’s master bill of lading.
Context
In this procedure, you generate the shipping documents for the main stage and trigger the ocean departure.
Procedure
1. As a transportation planner in SAP NetWeaver Business Client (NWBC), choose Freight Order
Management Ocean Edit Ocean Freight Booking .
2. Enter the number of the freight booking that you created earlier and assigned to your forwarding order.
3. Go to the Output Management tab page and select Instructions for Master B/L, then switch to the
Document Preview tab page and display the bill of lading draft.
4. Select Instructions for Master B/L in the list of unprocessed actions, specify your output device (printer),
and select the Print checkbox.
7. Switch to edit mode and choose Follow Up Build House Bill of Lading .
8. Verify the new house bill of lading on the HBL or HAWB tab page in the forwarding order.
Results
Go to the House Bill of Lading tab page and check that a house bill of lading has been created for each
shipment.
Use
When the main carriage arrives in Long Beach (OF-USLGB), the port in Long Beach sets the event Arrival at
Destination.
More Information
Procedure
1. As a transportation planner in SAP NetWeaver Business Client (NWBC), choose Freight Order
Management Ocean Edit Ocean Freight Booking .
2. Select the number of the freight booking that you created earlier.
3. Change to edit mode and go to the Execution tab page.
If this tab page is not displayed, choose Personalization in the top-right of the screen. Choose the Add
pushbutton and then execute.
4. Choose Insert Event.
5. In the Event field, choose Arrival at Destination.
6. In the Actual Event Date field, enter today’s date.
7. In the Location field, enter OF-USLGB (Port of Long Beach).
8. Select Report Event.
9. Choose Save and return to edit mode.
After reporting the event and completing the booking, you should no longer be able to see the document in
the PRE-Alerts for OF-USLGB query. At this point, the export ocean booking is completed and not relevant
for further actions.
Results
The main stage has been executed and final delivery is triggered.
Procedure
1. As a customer service agent in SAP NetWeaver Business Client (NWBC), choose Forwarding Order
Management Forwarding Order Edit Forwarding Order .
1. Open the forwarding order and choose the Document Flow tab page.
2. In SAP ERP, call transaction VF03 (Display Billing Document).
3. Search for the billing document using the input help ( F4 ):
○ Sales organization: 5000 or 3000
○ Payer: prepaid agreement party in the forwarding order
Choose Open.
4. Open the latest document in the list.
5. Select the item in line 10 and choose Pricing Condition.
Note that all stages are displayed but only those with the status Prepaid appear with calculated costs.
Check
Check that the invoiced charges correspond to the forwarding settlement document in SAP TM.
Result
Procedure
Pick-Up Settlement
1. Enter your pickup freight order number that you created from the forwarding order and choose Continue.
2. On the Charges tab page, check that charges have already been calculated. If not, choose Calculate
Charges.
1. Check that the invoicing status is Not Invoiced and that the charge calculation status is Calculated.
2. Choose Save (only if changes are made).
3. Change to edit mode (only necessary if saved before).
4. Choose Charges/Settlement Create Freight Settlement Document .
The new settlement document appears in a separate window.
5. Check the following data:
○ On the General tab page, the document type should be OF06, the sales organization should be the
exporting station, and the currency should be JPY.
○ On the Business Partner tab page, check the invoicing party and payer (shipper).
○ On the Order tab page, check the shipper, consignee, and source and destination locations.
○ On the Charges tab page, check the currency, charge type, rate amount, price units, quantity,
calculation base, and calculated amount.
As a customer service agent in SAP NetWeaver Business Client (NWBC), choose Freight Order Management
Ocean Edit Ocean Freight Booking .
1. Enter your ocean freight booking number for the main carriage stage and choose Continue.
2. On the Charges tab page, check that the charges have already been calculated. If not, choose Calculate
Charges.
1. Check that the invoicing status is Not Invoiced and that the charge calculation status is Calculated.
2. Choose Save (only if changes are made).
3. Change to edit mode (only necessary if saved before).
4. Choose Follow Up Create Freight Settlement Document .
5. The new settlement document appears in a separate window. Check the following data:
○ On the General tab page, the document type should be OF06, the purchasing organization should be
the exporting station, the currency should be JPY, and the incoterm should exist.
○ On the Business Partner tab page, check the invoicing party and carrier.
○ On the Order tab page, check the shipper, consignee, and source and destination locations.
Result
Context
You can calculate the costs collected in the master file (export ocean booking), such as costs for the main
carriage stage, terminal charges, and so on, and assign these costs to the individual forwarding orders based
on the chargeable weight of a forwarding order relative to the overall chargeable weight of the ocean booking.
Procedure
1. As an ocean planner at the export gateway in SAP NetWeaver Business Client, choose Freight Order
Management Ocean Edit Ocean Freight Booking .
2. Enter the number of your ocean booking order for the main carriage stage and choose Continue.
3. On the Cost Distribution tab page, check that the total amount, distribution amount, and distribution
percentage have been calculated on distribution level and the distribution reference documents have been
created.
Procedure
5. Check that the service entry sheet has been created (choose Item Detail Purchase Order History ).
Prerequisites
Parameter TM_INVOICE_CLERK has been set for your user in transaction SU01.
Procedure
Field Value
Amount Enter the amount from item line 1 in your purchase order
5. Choose Save.
6. Note the number of your invoice: ____________________________.
In this section, you access SAP NetWeaver Business Client (NWBC) using the role Ocean Planner Import
Gateway. In NWBC, choose Freight Order Management Ocean Overview Ocean Freight Bookings .
Procedure
1. As a customer service agent in SAP NetWeaver Business Client (NWBC), choose Forwarding Order
Management Forwarding Order Edit Forwarding Order .
2. Enter your export forwarding order number.
3. Go to the Document Flow tab page and open your import forwarding order.
4. Switch to the Status tab page and choose Set to In Process.
Note
This step is mandatory to change the import ocean booking from the “draft” status to the “in process”
status.
5. Return to the export ocean freight booking that you created earlier and open it in display mode.
6. The Document Flow tab page contains the import ocean booking as a successor document.
8. On the Status tab page, the life cycle status is Draft. Choose Set Status Set to In Process . The life
cycle status changes to In Process.
9. On the General tab page, check whether the correct booking type has been used (ocean freight booking
document type for import).
You can open the successor document by choosing the respective document number.
In this section, you require the business role Ocean Planner Import Gateway. In SAP Netweaver Business Client,
choose Forwarding Order Management Forwarding Order Edit Forwarding Order .
Procedure
1. Enter your new importing forwarding order number and open the document in edit mode.
2. On the General tab page, enter the importing station as the sales organization.
3. On the Actual Route tab page, stages 1 and 2 should have the status Not Relevant (since these stages are
relevant within the export process).
4. On the Locations and Dates/Times tab page, check that the source and destination locations have been
entered. Check the pickup and delivery dates.
5. Stage 3 should have the status Not Planned.
6. Save and go back to edit mode.
7. In stage 3, check that the transportation mode is 01 Road (if necessary change it).
8. On the Business Partner tab page, enter the party role Prepaid Agreement Party and, therefore, the
customer as the business partner, as well as party role Collect Agreement Party and, therefore, the
consignee as the business partner (same as the exporting forwarding order).
When the main carriage arrives in Long Beach (OF-USLGB), the port long beach sets the event Arrival at
Destination.
Procedure
1. As a transportation planner in SAP NetWeaver Business Client (NWBC), choose Freight Order
Management Ocean Overview Ocean Freight Bookings .
2. Select the number of the freight booking that you created earlier (import booking).
3. Change to edit mode and go to the Execution tab page.
4. Choose Insert Event.
5. In the Event field, choose Arrival at Destination.
6. In the Actual Event Date field, enter today’s date.
7. In the Location field, enter OF-USLGB (Port of Long Beach).
8. Select Report Event.
9. Save and return to edit mode.
Results
After reporting the event and completing the booking, you should no longer be able to see the document in the
PRE-Alerts for OF-USLGB query. At this point, the export ocean booking is completed and not relevant for
further actions.
The main stage has been executed and final delivery is triggered.
Context
You clear import customs by setting the Customs Cleared status and entering the movement reference number
(MRN) manually in the forwarding order. In a more detailed approach, a summary declaration would be
generated for the entire booking with a subsequent change of the custodian and summary of the individual
forwarding orders. Actual import clearance would then be performed. In this simplified process step, however,
only import clearance is performed here.
Procedure
1. As an ocean planner for the import gateway in SAP NetWeaver Business Client (NWBC), choose
Forwarding Order Management Forwarding Order Edit Forwarding Order .
2. Enter your import forwarding order number and choose Continue.
3. Select the item and choose the Customs tab page.
4. In the Customs Status field , enter Customs Clearance Approved.
5. In the Customs Reference Number field, enter 48332032.
6. In the Commodity Code for Customs field, enter 6204.
7. Save your entries.
Procedure
1. In SAP NetWeaver Business Client (NWBC), choose Forwarding Order Management Worklist
Overview Forwarding Order .
2. Select your import forwarding order and change to edit mode.
3. On the Stage tab page, select stage 3 (Delivery).
4. In the Carrier field for stage 3, enter the respective carrier (OAF-CR-06).
Execution of Delivery
1. In SAP NetWeaver Business Client (NWBC), choose Forwarding Order Management Forwarding Order
Edit Forwarding Order .
2. Enter your import forwarding order number and choose Continue.
3. Choose the Document Flow or Stages tab page.
4. Select the freight order for your delivery (OF: Pick-Up/ Delivery Freight Order).
5. Choose Edit.
6. Go to the General Data tab page. If not completed automatically, enter the importing station as the
purchasing organization and the planning & execution organization OF-FWH-21.
7. On the Stages tab page, enter the departure and arrival dates if these have not been entered automatically.
8. (Optional) Choose Execution Status Set to In Execution and save.
9. Go to the Execution tab page.
10. Choose Insert Event and enter the following data:
Location CUOAF-CO-01@ERPCLNT001
Location CUOAF-CO-01@ERPCLNT001
Use
Transportation-related charges are be billed according to the Incoterm of the forwarding order. All collect
charges to be billed to the U.S. consignee will be billed by the U.S. import station. Conversely, all prepaid
charges will have been billed to the Japanese shipper by the Japanese export station.
Procedure
1. In SAP NetWeaver Business Client (NWBC), choose Forwarding Order Management Forwarding Order
Edit Forwarding Order .
2. Enter your import forwarding order number and choose Continue.
3. Choose Calculate Charges.
4. Choose Follow Up Create Forwarding Settlement Document .
5. Select the corresponding Collect Agreement Party OAF-CO-01 to OAF-CO-04 and choose OK.
The new settlement document appears in a separate window.
6. Check the following data:
○ On the General tab page, the document type should be OF09, the sales organization should be the
exporting station, the currency should be JPY and the incoterm should exist.
○ On the Business Partner tab page, check the ordering party, bill-to-party, and payer.
○ On the Order tab page, check the shipper, consignee, ordering party, and source and destination
locations.
○ On the Charges tab page, check the currency, charge type, rate amount, price units, quantity,
calculation base, and calculated amount.
7. Choose Save and Transfer.
Note the document number: _______________.
Check
Check that the invoiced charges correspond to the forwarding settlement document in SAP TM.
Result
Use
As a customer service agent in SAP NetWeaver Business Client, choose Freight Order Management Land
Edit Freight Order .
Procedure
Delivery Settlement
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