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Basics

Contents:
 Organizational Units
 Shipment Type
 TD Master Data
 Underlying Documents
 Outbound Deliveries
 Inbound Deliveries
 Reservations
 Transfer Deliveries

 SAP AG 2001

© SAP AG IOG330 3-1

0.2
Basics: Unit Objectives

Upon conclusion of this unit, you will be able to:

 Manage the organizational units used in

transportation process
 Explain the effects of different settings in the
shipment type on bulk transportation
 Manage the master data required for TD bulk
shipments
 Create the documents required for TD bulk shipments

 SAP AG 2001

© SAP AG IOG330 3-2

0.3
Course Overview Diagram

Terminal Automation
Course Overview 1 System 8

Trader’s and
General Scenario 2 Scheduler’s Workbench 9

Basics
Basics
Basics 3 Shipment Costing 10

Controlling
Truck Scenario 4 Shipment Costing 11

Marine/Pipeline Shipment Cost

Scenario 5 Calculation 12

Shipment Cost
Features 6 Settlement 13

Transportation
Planning Interface 7 Conclusion 14
 SAP AG 2001

© SAP AG IOG330 3-3

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Basics: Business Scenario

 GOIL transports goods by various modes of

transport, such as by road, rail, ship, and pipeline
 GOIL manages the necessary master data and
organizes the shipments

 SAP AG 2001

© SAP AG IOG330 3-4

0.5
Organizational Structures in Transportation

Company code
Shipping
Shipping point
point
Plant GSH1
GSH1 Transportation
planning point
GP01
GTP1

Stor.
Stor. loc.
loc. 11 Stor.
Stor. loc.
loc. 22
G1L1
G1L1 G1L2
G1L2 Shipping
Shipping point
point
GSH2
GSH2

Plant Transportation
Transportation
GP02 planning
planning point
point
Shipping
Shipping point
point GTP2
GTP2
Stor.
Stor. loc.
loc. 11 Stor.
Stor. loc.
loc. 22 GSH3
GSH3
G2L1
G2L1 G2L2
G2L2

 SAP AG 2001

 Transportation execution requires several organizational units. These units reflect the
organizational structure of the company.
 A company code is a self-contained unit with its own financial accounting. The company code is the
organizational unit for which a complete set of accounts is drawn up (a subsidiary within a group, for
example).
 Plants are organizational units that sub-divide a company code from a logistics point of view. A
plant produces goods or provides goods for distribution (production plant, distribution center, for
example). Each plant is assigned to a single company code.
 In terms of Inventory Management, plants are sub-divided into storage locations (material storage
area, finished products storage area, or open storage area, for example).
 The most important organizational units for shipping are the shipping points. They represent the
location or the group of people responsible for carrying out shipping activities. Each delivery is
processed by a single shipping point. Shipping points are assigned to one or several plants.
 Transportation planning points process shipments. They are assigned to one company code and
are not linked to the other organizational units.

© SAP AG IOG330 3-5

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Transportation Planning Point

Transportation
planning points

Organizing and
monitoring
shipments

GTP1
GTP2 GTP3
International
Shipment by Shipment by
shipment by
rail truck
sea

 SAP AG 2001

 The transportation planning point is the central point within the company that organizes and
monitors shipments. It can be a location or a group of people responsible for shipment processing.
 Each shipment is created and processed by a transportation planning point.
 You can freely define the transportation planning points to meet your corporate requirements, for
example, in terms of the location or the mode of transport.
 The transportation planning point is defined for a specific company code in Customizing. The
assignment of a transportation planning point to a company code is important for shipment cost
calculation and settlement (automatic account determination in FI).

© SAP AG IOG330 3-6

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Shipment Type I

Defines how the shipment is processed

Pipeline Road

Barge
Mode of Transport?

Marine Rail

Per compartment:
Units of measure for:
 Exactly one document?
 Volume?  Exactly one material?
 Weight?  More than one material?
(no checks)
 SAP AG 2001

 The shipment type is defined in Customizing  IS-Oil Downstream  TD  TD Bulk Shipment 

Define bulk shipment type.
 The shipment type defines the following:
 Which vehicle mode of transport is used for a TD bulk shipment: pipeline, road, marine, barge or
rail
 Which units of measure are displayed in the shipment
 How materials are loaded into compartments and whether a compatibility check and an
overloading check is performed
 How partial deliveries are handled
 How excise duty is handled for transfers
 Whether gains and losses are posted upon final delivery
 Whether a meter has to be assigned to the vehicle(s).

© SAP AG IOG330 3-7

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Shipment Type II

What is relevant for shipment costing?

Shipment Vehicle
Vehicle
Shipment header
header

Shipment

Shipment
Shipment leg
leg Load
Load transfer
transfer point
point

Border
Border crossing
crossing point
point

Stop

 SAP AG 2001

 The shipment type defines the following:

 What is taken into account when shipment costs are calculated, such as the shipment header,
vehicle, and route details.
 How the shipment costs are calculated (shipment cost type, shipping type).
 Whether documents are automatically assigned to the shipment legs for use in the shipment cost
calculation.

© SAP AG IOG330 3-8

0.9
Shipment Type III

Shall exchange agreements be considered?

Purchase
Contract

Company 1 Company 2
Exchange Exchange
GOIL
Agreement Partner

Sales
Contract

 SAP AG 2001

 The bulk shipment type provides the following options for the assignment of exchange agreements:
 E = all products must come from an exchange agreement
N = none of the products are to be taken from an exchange agreement
(blank) = user is free to specify an exchange agreement if required
 User exits for an automatic assignment of exchange agreements

© SAP AG IOG330 3-9

0.10
Master Data

Vehicle

Transport unit Compartment Meter

Driver

n possible transport units n possible compartments n possible meters

(movers + trailers) per vehicle per transport unit per compartment

Marine Barge Rail Pipeline

 SAP AG 2001

 The master data described here are:

 Vehicles
 Transport units with/without compartments
 Drivers
 Vehicle meters
 A vehicle is a logical combination of transport units that exists for a certain time period
 Compartments are physically linked to transport units.
 A driver is assigned to a vehicle during the shipment process.
 Vehicle meters are linked to transport units and can be assigned to certain compartments.

© SAP AG IOG330 3-10

0.11
Transport Unit Type

Defines the basic design of a transport unit

Pipeline Road

Barge
Mode of Transport?

Marine Rail

Units of measure for: Physical type:

 Prime mover, no capacity?
 Volume?  No capacity, but weight?
 Tractor/trailer?
 Weight?
 Engine plus capacity?
 SAP AG 2001

 The transport unit type is defined in Customizing  IS-Oil Downstream  TD  TD Master Data
 Define transport unit type.
 The transport unit type determines which mode of transport can be used with the transport unit.
 The transport unit type defines how a transport unit of this particular type contributes to the total
weight and volume.
 The units of measure are defined for the transport unit type.

© SAP AG IOG330 3-11

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Transport Unit

Defines the physical properties

Unit I: Unit II: First trailer Unit III: Second trailer

Prime mover

No capacity Three compartments with Two compartments with

Vmin / Vmax Vmin / Vmax and a vehicle meter

 SAP AG 2001

 A transport unit type must be assigned to each transport unit.

 Physical dimensions (weight, height, length, width) are defined for each transport unit.
 At least one compartment must be allocated to transport units with capacity.
 Meters can be assigned to compartments.
 The total volume of the transport unit is the sum of the maximum volumes of all compartments.
 A transport unit can be deleted.
 Display of associated PM equipment (or fleet object) and carrier for TD master data via push button.
 Import of data from fleet object (in create and change mode) to transport unit.

© SAP AG IOG330 3-12

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Vehicle

Marine example

Compartments

Single transport unit with engine and loading capacity

assigned to vehicle

 SAP AG 2001

 A vehicle type must be assigned to the vehicle.

 The vehicle type defines the mode of transport for the vehicle and is defined in Customizing  IS-
Oil Downstream  TD  TD Master Data  Define vehicle types.
 A vehicle consists of transport units. At least one transport unit must have loading capacity. The
mode of transport of the vehicle type must match the mode of transport of the transport unit type for
each transport unit assigned to the vehicle.
 Physical dimensions (height, length, width) can be defined. The maximum weight and volume are
calculated from the transport units and their compartments.
 A compatibility group can be assigned to the vehicle.
 A special license type can be made mandatory for the vehicle.
 A vehicle can be deleted.

© SAP AG IOG330 3-13

0.14
Driver

11
12
1
License type 10 2
9 3
License number 8 4
7 6 5

Shifts

 SAP AG 2001

 A driver is defined by name, vendor, license types with numbers and shifts.
 License types are defined in Customizing  IS-Oil Downstream  TD  TD Master Data 
Define license types.
 The shift rotas are defined in Customizing  IS-Oil Downstream  TD  TD Master Data 
Define shift rotas.

© SAP AG IOG330 3-14

0.15
Vehicle Meter

Number of Unit of measure

digits

OILMETER

0016 391 m³

9
10 1
2 10 1
Flushing
Re-calibration
9 2
8 3 8 3
7 4 10 1 7
6 5 4
9
End Reading
2 6 5
1/1000 8 3 1/10
7 4
6 5
1/100
Nr. 3242164

Conversion
factor

 SAP AG 2001

 A vehicle meter master data record is defined with units of measure, a conversion factor, and the
number of digits allowed in a meter reading.
 A start reading has to be assigned when creating a vehicle meter.
 A vehicle meter can be assigned to single compartments or to all compartments of a transport unit.
 Maintenance operations that alter the reading can be recorded in the system (flushing, re-calibration,
end readings). The reconciliation report lists all these readings.
 The meter can be adjusted by a reconciliation run.

© SAP AG IOG330 3-15

0.16
Rack Meter

Display Meter

Unit of measure

Number of digits

Reconciliation date
and time

 Conversion factors
 Dedicated for certain/all materials
 Connected to certain/all storage locations

 SAP AG 2001

 A rack meter master data record is defined with units of measure, a conversion factor, and the
number of digits allowed in a meter reading.
 A start reading has to be assigned when creating a rack meter.
 The rack meter can be used as dedicated piece of equipment by assigning only certain materials
and/or certain storage locations to the meter.
 Maintenance operations that alter the reading can be recorded in the system (flushing, re-calibration,
end readings). The reconciliation report lists all these readings.
 The meter can be adjusted by a reconciliation run.

© SAP AG IOG330 3-16

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Product Compatibility

Product Compartment

Product properties: Compartment requirements:

• corrosive • can take corrosive components
• acidic • acid resistant
• unleaded • only unleaded fuels
• additives • valid for additives
• ... • ...

 SAP AG 2001

 Material can be loaded into a compartment, if the compartment group contains at least all
product/compartment compatibility indicators assigned to the product group, that is, the
compartment fulfills the requirements of the product.
 The product/compartment compatibility indicators are defined in Customizing  IS-Oil Downstream
 TD  TD Master Data  Compatibilities  Maintain product/compartment compatibility
indicators.
 A product and a compartment group contains at least one product/compartment compatibility
indicator.
 The product group is assigned to the material in the sales view of the material master data record.
 The compartment group is assigned to a compartment during definition of a transport unit.
 The compatibility check is set in Customizing for the bulk shipment type.

© SAP AG IOG330 3-17

0.18
Customer Compatibility

Vehicle Customer
German Oil
German Oil

Vehicle requirements: Customer properties:

• minimum hose length • minimum hose length
• maximum vehicle height • maximum vehicle height
• maximum vehicle width • maximum vehicle width
• earthing requirements • earthing requirements
• ... • ...

 SAP AG 2001

 Delivery with a certain vehicle to a customer is only allowed, if the vehicle group contains at least all
vehicle/customer compatibility indicators assigned to the customer group, that is, the vehicle fulfills
the requirements of the customer.
 The vehicle/customer compatibility indicators are defined in Customizing  IS-Oil Downstream 
TD  TD Master Data  Compatibilities  Maintain vehicle/customer compatibility indicators.
 A vehicle group and a customer group contains at least one vehicle/customer compatibility indicator.
 The vehicle group is assigned to the vehicle.
 The customer group is assigned to a customer in the shipping view of the customer master data
record.
 The compatibility check is set in Customizing for the bulk shipment type.

© SAP AG IOG330 3-18

0.19
Outbound Delivery

Sales Outbound Goods Customer

d issue invoice
order delivery
pi cke
not

Bulk
24 shipment

 SAP AG 2001

 The delivery is the TD document for outbound movements.

 Prerequisites:
 The quantities shall not be picked
 A plant must be assigned to each item
 The requirements for a Bill of Materials are:
 At least one sub-item must have the same Unit of Measure (UoM) as the main item
 At least one sub-item must be maintained in the same stock keeping UoM as the main item

© SAP AG IOG330 3-19

0.20
Inbound Delivery

PurchaseK ey Inbound Goods Vendor

. receipt
nf
order delivery invoice
Co

Vendor
Bulk
shipment
24

 SAP AG 2001

 An inbound delivery is the relevant document in TD bulk transportation for inbound movements.
 An inbound delivery is based on a purchase order.
 The control confirmation key must be set in the purchase order to create an inbound delivery.
 The control key is defined in Customizing for material management.
 The document type for a inbound delivery is EL, the document item type is ELN.
 An inbound delivery can only be assigned to one TD bulk shipment.

© SAP AG IOG330 3-20

0.21
Reservation or 1-Step Stock Transfer Order

Reservation Material
/1-step STO document

Bulk
shipment

One-step transfer

 SAP AG 2001

 For a one-step transfer the reservation document or a 1-step stock transfer order is used in TD bulk
transportation.
 For reservations: possible movement types are 301 (plant to plant) and 311 (storage location to
storage location within the same plant). Reverse movements are not allowed.
 Prerequisites for reservations are:
 The quantities must be changeable
 No final issue took place

© SAP AG IOG330 3-21

0.22
2-Step Stock Transfer Order

2-step STO Delivery d

pi cke
not
Bulk
shipment

Two-step transfer

Plant 1 Plant 2

In-transit stock Stock

of plant 1 intransfer
of plant 2

 SAP AG 2001

 A transfer delivery based on a 2-step stock transport order (purchase order) can also be used to
handle a transfer within the company.
 Prerequisites:
 Delivery is not currently assigned to another shipment (Bulk or Packed).
 Delivery has not been
picked
packed
blocked (shipment block, delivery block).

© SAP AG IOG330 3-22

0.23
Basics: Unit Summary

You are now able to:

 Manage the organizational units used in

transportation process
 Explain the effects of different settings in the
shipment type on bulk transportation
 Manage the master data required for TD bulk
shipments
 Create the documents required for TD bulk
shipments

 SAP AG 2001

© SAP AG IOG330 3-23

© SAP AG IOG330 3-24
 0.24Exercises

Unit: Basics
Topic: Master Data

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

 Create vehicles
 Take into account compatibility checks
 Use vehicle meters
GOIL is an oil company that does not have its own truck and ship fleet,
but it holds master data of trucks and vessels in its R/3 System. This is
mainly due to the fact that it wants to do its scheduling on compartment
level. Another reason is that trucks need to fulfill certain requirements
when they deliver to customers.

Throughout all of the exercises, the use of <##> represents your

group number.

1-1 Build a truck with the following specifications:

The truck consists of a mover and a trailer (transport units). The trailer has got 6
compartments. It should be possible that each of these compartments can be filled
with 6000L of an oil product. The first 4 compartments may only contain fuels,
whereas the others can be filled with Diesel.
1-1-1 Create the transport unit MOVER-## using the following specifications:
Transport Unit: MOVER-##
Transport Unit Type: RDPM
Give the mover the name: Mover of group## .
The mover should have a maximum weight of 1000KG.

1-1-2 Create the transport unit TRAIL-## using the following specifications:
Transport Unit: TRAIL-##
Transport Unit Type: RDTL
Give the Trailer the name: Trailer of group##
The mover should have a maximum weight of 39000KG

© SAP AG IOG330 3-25

 Maintain the compartments:
- 6 times with a maximum volume of 6000L
- the first 4 compartments may carry fuels (Compatibility group)
- the last 2 compartments may carry Diesel (Compatibility group)

1-1-3 Build the vehicle TRUCK-##.

Vehicle number: TRUCK-##
Vehicle type: TRUC
Give the vehicle the name: Truck of group##
Length 10
Width 4
Height 3
Dimension Unit of Measure M

Assign the transport units MOVER-## and TRAIL-## to the vehicle using the
Transport Unit button.

1-2 Create an ocean going ship (vessel) with the following specifications: The vessel
consists of 7 compartments. It should be possible that each of these compartments
can be filled with 20000L fuels. Furthermore, a vehicle meter should be assigned to
each compartment in order to handle the measurements on board.

1-2-1 Create a vehicle meter VEMET-## using the following specifications:

Vehicle Meter: VEMET-##
Name of VEMET-##: Vehicle meter of group## .
UoM: L15
Nr. of digits: 6
Start reading: 1
Recalibration Details:
Date: today
Valid until: today + 1 year
Met. Start: 1
Met. End: 2

© SAP AG IOG330 3-26

 1-2-2 Create the transport unit SHIP-## using the following specifications:
Transport Unit: SHIP-##
Transport Unit Type: MASU
Give the ship-## the name: Ship of group## .
The ship should have a maximum weight of 15000TO.
Maintain the compartments:
- 7 times with a maximum volume of 20000L.
- each compartment may carry fuels (Compatibility group)
Maintain the meter:
- add your vehicle meter VEMET-## and assign to all compartments

1-2-3 Build the vehicle VESSEL-##.

Vehicle number: VESSEL-##
Vehicle type: SHIP
Give the vehicle the name: Vessel of group##
Weight unit of measure TO
Assign the transport unit SHIP-## .
Save the vehicle.

© SAP AG IOG330 3-27

© SAP AG IOG330 3-28
 0.25Solutions

Unit: Basics
Topic: Master Data

1-1 Build a truck.

1-1-1 Create the transport unit Mover-##.
Logistic  Sales and Distribution  Bulk Transportation
Master Data  Transport Unit  create
Enter: Transport Unit <MOVER-##>
Enter: Transport Unit Type <RDPM>
Press: Enter
Enter: Mover-## name <Mover of group##>
Enter: Maximum weight <1000KG>
Press: Save icon

1-1-2 Create the transport unit TRAIL-##.

Logistic  Sales and Distribution  Bulk Transportation  Master Data
 Transport Unit  create
Enter: Transport Unit <TRAIL-##>
Enter: Transport Unit Type <RDTL>
Press: Enter
Enter: Trailer name <TRAIL of group##>
Enter: Maximum weight <39000KG>
Select: Compartment
Maintain the compartments:
- 6 times a maximum volume of 6000.
- the first 4 compartments may carry fuels (cmrt. Grg)
- the last 2 compartments may carry Diesel (cmrt. Grg)
Press: Back arrow
Press: Save icon

© SAP AG IOG330 3-29

 1-1-3 Build the vehicle TRUCK-##:
Logistic  Sales and Distribution  Bulk Transportation  Master Data
Vehicle  create
Enter: Vehicle number <TRUCK-##>
Enter: Vehicle type <TRUC>
Press: Enter
Enter: Vehicle name <Truck of group##>
Enter: Length <10>
Enter: Weight <4>
Enter: Height<3>
Enter: Unit of measure <M> (meter)
Choose: Transport Unit
Assign the transport units MOVER-## and TRAIL-## to the vehicle
Press: Back arrow
Press: Save icon

1-2 Create an ocean going ship (vessel) with the following specifications:
1-2-1 Create a vehicle meter VEMET-##.
Logistic  Sales and Distribution  Bulk Transportation
Master Data  Meter  Vehicle Meter  create
Enter: Vehicle Meter <VEMET-##>
Press: Enter
Enter: VEMET-## <Vehicle meter of group##>
Enter: UoM <L15>
Enter: Nr. of digits <6>
Enter: Start reading <1>
Choose: Recalibration
Enter: Date<Today’s date>
Enter: Valid until <Today’s date + 1 year>
Enter: Met. Start <1>
Enter: Met. End<2>
Press: Back arrow
Press: Save icon

© SAP AG IOG330 3-30

 1-2-2 Create the transport unit SHIP-##.
Logistic  Sales and Distribution  Bulk Transportation
Master Data  Transport Units  create
Enter: Transport Unit <SHIP-##>
Enter: Transport Unit Type <MASU>
Press: Enter
Enter: Ship-## name <ship of group##>
Enter: Maximum weight <15000>
Enter: Weight UoM <TO>
Press: Compartment button
Maintain the compartments:
- 7 times a max. volume of 20000.
each compartment may carry fuels (cmrt. Grg).
Press: Back arrow
Press: Meter button:
Please maintain the meter:
- Enter your vehicle meter <VEMET-##>
- Select: <Assign all> field.
Press: Back arrow
Press: Save icon

1-2-3 Build the vehicle VESSEL-##.

Logistic  Sales and Distribution  Bulk Transportation
Master Data  Vehicle  create
Enter: Vehicle number <VESSEL-##>
Enter: Vehicle type <SHIP>
Press: Enter
Enter: Vehicle name <Vessel of group##>
Enter: Weight UoM <TO>
Press: Transport Unit button
Assign the transport unit SHIP-## to the vehicle via the Transport Unit
button.
Press: Save button

© SAP AG IOG330 3-31