SAP TM - Freight Order Few Important Points Carrier / Vehicle information are important for creating freight order from planning or Cockpit Freight Order does not have SALES ORG but has Purchase Org Tendering is not available in Freight Booking but only available in Freight Order General Tab

Business Partner Tab

Items Tab

STAGES Tab

UTILIZATION Tab

Subcontracting Tab

Document Flow Tab

ADMINISTRATIVE DATA TAB

CHARGES TAB

EXECUTION TAB

TERMS & CONDITIONS Tab

Custom Developed Tabs can be seen as well

Configuration

Define Freight Order Type

Freight Order Can Be Sub-Contracted

Not Relevant for Subcontracting Freight documents for which you have selected Not Relevant for Subcontracting are ignored in carrier selection and tendering. Freight orders that you transport with your own fleet are not relevant for subcontracting. Relevant for Subcontracting Freight document is subject to subcontracting. This means that carriers can be assigned manually, by automatic carrier selection, and/or through the tendering process. Relevant for Subcontracting with Forced Loading of TAL Freight document is subject to subcontracting as described in Relevant for Subcontracting. If you select Relevant for Subcontracting with Forced Loading of TAL, the system issues a warning if you assign a carrier for which no relevant transportation allocation master data has been defined. The relevance considers the trade lane and time of the freight document. Details can be found in the transportation allocation documentation.

Shipper/Consignee Determination --> Determination based on predecessor Determination based on 1st and last location Manual Maintenance Shipper/Consignee Not Relevant Sequence Type of Stops --> Specifies the type of structure used to link stages to one another. The following sequence types are available:

Defined and Linear: The sequence of stages is linear, which means that there is a single start stage and all other stages have one predecessor stage. There is also a single end stage and all other stages have one successor stage.

Non-Linear (Star-Shaped): All stages have the same start location but different end locations. The graphical structure of the transportation chain has a star shape.

Disconnected: All stages are separate from each other and each stage has its own start and end location. Star-Shaped Based on FU Stages: Based on the information from the freight units, the stages have the same start location but different

end locations (for example, for parcel freight orders). Linear with (De-)Consolidation Stages: This sequence type contains three parts.

o In the first part (pre-carriage), all stages have different start locations but the same end location at which consolidation takes place. The graphical structure of the transportation chain has a star shape.

o In the second part (main carriage), the sequence of stages is linear. o In the third part (on-carriage), all stages have the same start location at which deconsolidation takes place but different end locations.

The graphical structure of the transportation chain has a star shape. Undefined: There is no sequence of stages since there are no stages, only locations.

Default Means of Transport Determination/Change Controller Settings/Additional Strategies/Execution Settings - Same as explained for FU Enable Charge Calculation If you do not select this checkbox, you can still add charge items manually to your freight order or freight booking. Moreover, the system allows an update from the quoted price of the awarded freight quotations. Enable Internal Charge Calculation --> Specifies if internal charge calculation is active Automatic Charge Calculation --> Specifies whether transportation charges for business documents involving freight orders or freight bookings are calculated automatically Enable Cost Distribution --> Enables you to distribute the costs your company incurs from external sources, such as carriers, in executing forwarding orders. You can distribute costs for transportation charges in freight settlement documents, freight orders, or freight booking types. This enables you to establish the full cost of fulfilling a forwarding order. Default Charges View --> Specifies the view that you want the system to open by default on the Charges tab page. If you enter Grouped View, the system groups the charge lines in the following ways: Charge lines with the Container resolution base and with the following attributes in common:

o Charge type o Equipment type o Rate amount o Rate currency

Charge lines with the Package resolution base and with the following attributes in common: o Charge type o Package type o Rate amount o Rate currency

The system totals the final amount, calculated amount, and group count for all of the grouped charge lines. You can expand the aggregated row to display the individual charge lines.

Event Profile --> Specifies the profile the system uses while calculating transportation charges when the events are reported in the business document Default Service Level Code --> USED in LSP Scenario. The value that we see here can be customized --as shown below

Document Creation Relevance --> Specifies whether a business document can be created either in SAP ERP or SAP Extended Warehouse Management (SAP EWM). This field is used both for integration with SAP ERP and with SAP EWM. Integration with SAP ERP You can specify whether a shipment can be created in SAP ERP based on the SAP Transportation Management (SAP TM) business document; and whether handling units are to be created in the ERP shipment based on SAP TM vehicle resources or containers. These options are not supported for transportation units. Integration with SAP EWM You can specify for your freight orders and trailers (transportation unit type) whether transportation activities can be created in SAP EWM based on the SAP TM execution document. If you have selected the Transportation Activity Creation in SAP EWM option, the system sends a loading or unloading instruction when you select the Set to Cargo Ready for Loading or Set to Cargo Ready for Unloading action in the execution document. In SAP EWM, the system automatically creates transportation activities. If you have not selected the Transportation Activity Creation in SAP EWM option, you have to manually trigger the sending of the loading or unloading instruction in the execution document. Note that once the loading or unloading instruction is sent, you cannot cancel the execution document in SAP TM any more. The system checks if the delivery-based and order-based transportation requirements (OTRs/DTRs) assigned to the execution document are also relevant for the integration with SAP EWM. If the EWM-related OTRs/DTRs are assigned to an execution document that is not relevant for the integration with SAP EWM, or if non-EWM-related OTRs/DTRs are assigned to an execution document that is relevant for the integration with SAP EWM, these documents are blocked for planning and execution.

Once Document Type is defined we also need to assign it as shown below

Draw Tracking Number If you select this checkbox, a tracking number for the item is automatically drawn from the waybill stock and displayed on the freight order user interface. You must first define a corresponding waybill stock in the master data. Dynamic Determination Of Output Profile Specifies whether or not the system determines the output profiles dynamically. Multi-Item --> Indicates whether an item is to represent multiple items. You can define multi-items for the following item categories: Passive vehicle resource Container Product Package

Multi-items are used for rail freight orders and railcar units to model the following: Multiple railcars of the same category

Multiple locomotives in a train Note that only railcar units can have more than one main item. If you have several locomotives in one train, only the main locomotive is taken into account in planning. The other locomotives are not taken into account in scheduling and for incompatibilities. Item Represents Multiple Items (No Expansion)

If you select this option, the system does not create subitems for this multi-item when you create an item with this item type on the user interface. You have to indicate a subitem type for which you have selected the Item Is Child of Multi-Item option. This subitem type is used for the subitems when you manually expand the multi-item at a later point in time.

Subitems to Be Created Automatically (Expansion) If you select this option, the system automatically creates subitems for this multi-item when you create an item with this item type on the user interface. These subitems have the same means-of-transport, equipment type, and resource group. They must have an item type for which you have selected the Item Is Child of Multi-Item option. You have to indicate a subitem type that is used for the subitems.

Item Is Child of Multi-Item You select this option for the item type that you want to use for the sub-items (child items) of a multi-item (parent item).

If you have assigned your item type to your freight order type or transportation unit type, this item type is available for selection on the user interface of the corresponding business document (rail freight order or railcar unit). When you create items for these business documents on the Equipment tab page, you can select this item type. A train has 100 railcars and you want to load 14,300 tons of corn on the train. To do so, you create a multi-item and assign the freight unit to it since you are not interested how much corn is loaded onto which railcar. At a later stage, you manually create sub-items for the individual railcars.