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Transportation Management. SAP Best Practices. Purpose, Benefits, and Key Process Steps. Purpose The scenario focus on outbound delivery process in transportation management Post the costs to a G/L account and settle the costs with the forwarding agency partner Benefits
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Transportation Management SAP Best Practices
Purpose, Benefits, and Key Process Steps • Purpose • The scenario focus on outbound delivery process in transportation management • Post the costs to a G/L account and settle the costs with the forwarding agency partner • Benefits • Combine two sales orders in one delivery because of same delivery time • Before the shipment for this delivery, new delivery is simply added to the existing shipment • Transportation planning and transportation execution monitoring, which help to plan and monitor the transportation process • Transportation cost calculation, and settlement, which is useful for financial controlling
Purpose, Benefits, and Key Process Steps • Key Process Steps • Create Sales Order • Creating an Outbound Delivery for Sales Orders • Checking the Generated Outbound Delivery • Generating a Shipment Document • Creating a New Sales Order with the Same Customer • Creating an Outbound Delivery for the New Sales Order • Adding a New Delivery to the Existing Shipment • Maintaining Delivery Picking and Posting Goods Issue • Recording Steps of Shipment Execution • Creating the Shipment Cost Document • Account Assignment and Transfer of Shipment Costs • Checking the Shipment Cost Settlement and Generated Documents • Settlement with Forwarding Agency
Required SAP Applications and Company Roles • Required SAP Applications • Enhancement package 5 for SAP ERP 6.0 • Company Roles • Sales Administrator • Warehouse Clerk • General Ledger Accountant • Accounts Payable Manager • Accounts Payable Accountant
Add Sales Order for the same customer Create Sales Order Create Delivery Process Flow Diagram Transportation Management Customer Order Goods Physical Transportation Event Administrator Sales Warehouse Clerk Generate Shipment Picking and Goods Issue Checking and Loading Invoice Verification Shipment Cost Settlement Accounts Payable Accountant
Diagram Connection Legend <Function> Hardcopy / Document External to SAP Financial Actuals Business Activity / Event Budget Planning Unit Process Manual Process Process Reference Existing Version / Data Sub-Process Reference Process Decision System Pass/Fail Decision