Transportation and

Distribution
OVERVIEW
Transportation and distribution involve the movement of goods and products
from one location to another. It includes various processes like transportation
planning, vehicle management, routing, scheduling, and maintenance. These
activities ensure efficient and timely delivery of goods to their intended
destinations.
EXECUTIVE SUMMARY

SCHEDULING
Plans optimized transportation routes and schedules. Maximizes resource utilization and ensures on-time delivery.

LOADING CONFIRMATION
Verifies accurate loading of goods onto transport vehicles. Improves inventory accuracy and streamlines the loading process.

DELIVERY CONFIRMATION
Confirms successful delivery to the recipient. Provides real-time visibility and enhances customer satisfaction.
Transportation Planning Point

• Essential for IS-OIL TD bulk shipment functions.

• Not master data, but a configuration in IMG.
• Assigned to a Company Code.
• Comprises employees or locations responsible for transportation
organization.
Defaults for Oil & Gas
Maintenance Required The O3DEFAULTS of bulk material (finished
goods) must be maintained and should be active for all relevant Plants and/or
Storage Location.
Quantity Conversion Supports oil and gas quantity conversion using default
values for relevant quantity conversion factors such as density, temperature,
pressure, and chemical analysis data.
Vehicle Master
Unique Records

Each vehicle is unique and consists of a fixed number

of transport units and compartments.

Assignment of Drivers

Drivers can be assigned to vehicles during the

scheduling process.
DRIVER MASTER
• Used to store detailed information about drivers in the SAP system.
• Contains essential details such as name, licenses, partner information, and
validity dates.
• Provides fields to maintain additional information such as shift periods or driver
shifts.
• Allows for the association of drivers with specific vehicles during the scheduling
process.
• Supports the management of driver-related data for efficient allocation and
coordination of drivers within the transportation operations.
• Example fields on the driver creation screen:
• Name: Name of the driver.
• Licenses: Details of driver licenses held.
• Partner: Information about the driver's employer or contractor.
• Validity Date: Validity period for licenses or other certifications.
• Shifts: Information regarding the shift periods or working hours of the
driver.
Routes and Stages
Automatic Proposal
Routes can be automatically proposed from the Vehicle master records, with a check to ensure their
validity.

Configurable Stages
Configurable stages can be maintained for each defined route, allowing for varied point of
departures or destination points.
Scheduling Process

1 2 3
Grouping Shipments Assignment of Drivers and Quantities Adjustment
Vehicles
Group underlying documents Change the quantities of the
including Deliveries, Shipping Assign shipments to an product to be shipped and plan
Notifications, and Reservations appropriate vehicle, transport unit, transport-related activities using
into one or multiple shipments. and compartment and optionally the event handling function.
assign drivers.
Vehicle Assignment Process Mode Compatibility Check
Vehicles are assigned in the Vehicles tab in the Bulk The system checks the mode of transport against the
Scheduling screen and are automatically determined vehicle mode defined in the bulk shipment type used
when relevant configurations are maintained. for the transaction.
FUNCTIONS IN BULK SCHEDULING
Vehicle Assignment

Vehicle(s) are assigned here accordingly during scheduling

After assigning the system will automatically look check the mode of Transport

information such as Carrier, Route, Shift, and Trip can be automatically determined if relevant configurations are
maintained.
Document Assignment

Underlying documents for a shipment are assigned in the Document Overview screen, including Outbound
Deliveries, Reservations, and Shipping Notifications
Document Assignment
Assigned Documents Underlying documents for a shipment are assigned
in the Document Overview screen, including
Outbound Deliveries, Reservations, and Shipping
Notifications.

Indicator Selection Each assigned document must have load-relevant,

discharge-relevant, or both indicators selected.
Compartment Planning
Product Compatibility Checks
1 Ensure products are compatible with compartments

Customer Compatibility Checks

2
Ensure vehicles are compatible with customers