Ocean Freight: Test Case

TEST CASE DESCRIPTION | PUBLICSAP TM 9.6 FPS022019-10-09

Ocean Freight: Test Case

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Content

1 Ocean Freight: Test Case. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

2 Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72.1 User-Specific Customizing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72.2 Master Data and Organizational Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72.3 Roles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112.4 Defining Queries for Personal Object Worklist (POWL). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Creating a Query for OF-USLGB Alerts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132.5 Defining Profile and Layout Sets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

3 Variant 1: Less-Than-Container Loads (LCL). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153.1 Overview of Processes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153.2 Overview of Planning and Execution Organization for Each Stage. . . . . . . . . . . . . . . . . . . . . . . . . . . 163.3 Process Steps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16

Manage Bookings for Export. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Manage LCL Forwarding Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Planning Drayage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28Planning Pre-Carriage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Planning Pickup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Executing Pickup for Transit Warehousing (Shipper to Trans Whse). . . . . . . . . . . . . . . . . . . . . . 32Executing Pickup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Inbound Processing in SAP EWM (Receiving at Transit Warehouse). . . . . . . . . . . . . . . . . . . . . . .35Executing Pre-Carriage with Transit Warehousing (Deliver to TW). . . . . . . . . . . . . . . . . . . . . . . . 36Outbound Processing in SAP EWM (Pickup from Transit Warehouse). . . . . . . . . . . . . . . . . . . . . 37Executing Pre-Carriage with Transit Warehousing (Rec from TW). . . . . . . . . . . . . . . . . . . . . . . . 38Inbound Processing in SAP EWM (Receiving at Gateway). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39Executing Pre-Carriage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Loading Freight for Main Stage with Transit Warehousing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41Outbound Processing in SAP EWM (Packing of Container HUs). . . . . . . . . . . . . . . . . . . . . . . . . 42Loading Freight for Main Stage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Executing Drayage with Transit Warehousing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Outbound Processing in SAP EWM (Deliver Container HU to Airport). . . . . . . . . . . . . . . . . . . . . 44Executing Drayage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Generate Shipping Docs for Main Stage and Executing Ocean Dep. . . . . . . . . . . . . . . . . . . . . . . 46Managing Forwarding Settlements (Export). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Managing Freight Settlement (Export). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48Sending Shipping Instructions for Main Stage to Ocean Carrier. . . . . . . . . . . . . . . . . . . . . . . . . 51

2 P U B L I COcean Freight: Test Case

Content

Split Consolidation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52

Manage Bookings for Import. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53

Manage Forwarding Orders for Import. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Arrival of Container at Port of Discharge (Import Process). . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Importing Customs Clearance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57

Planning Drayage to CFS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Executing Drayage to Gateway with Transit Warehousing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Inbound Processing in SAP EWM (Rec and Unpacking Container HUs). . . . . . . . . . . . . . . . . . . . 59

Executing Drayage to CFS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Deconsolidating Container in Container Freight Station. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Planning On-Carriage Stage from CFS to Import Station. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Creating Delivery Freight Order. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Executing and Monitoring Freight for Import. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63

Managing Forwarding Settlement (Import). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65

Managing Freight Settlement (Import). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66

4 Variant 2: Full-Container Loads (FCL). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 684.1 Overview of Processes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

4.2 Overview of Planning and Execution Organization for Each Stage. . . . . . . . . . . . . . . . . . . . . . . . . . 69

4.3 Process Steps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Manage Bookings for Export. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Manage FCL Forwarding Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .73

Create Pickup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Execute and Monitor Freight for Export. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Load Freight for Main Stage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Send Shipping Instructions for Main Stage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .86

Generate Shipping Documents for Main Stage and Execute Ocean Departure. . . . . . . . . . . . . . . 86

Check Arrival of Container at Port of Discharge (Export Process). . . . . . . . . . . . . . . . . . . . . . . . 87

Executing Main Carriage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .88

Creating Forwarding Settlement Document for Shipper. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .88

Manage Freight Settlement. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89

Manage Bookings for Import. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .92

Manage Forwarding Orders for Import. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Arrival of Container at Port of Discharge (Import Process). . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Import Customs Clearance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .95

Create Delivery Freight Order. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Execute and Monitor Freight for Import. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Forwarding Settlement for Consignee. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Manage Freight Settlement for Import. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Ocean Freight: Test CaseContent P U B L I C 3

Legal Disclaimer

CautionThis 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.


Legal Disclaimer

1 Ocean Freight: Test Case

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.

Land transportation in Japan consists of the following stages:

● 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

Ocean Freight: Test CaseOcean Freight: Test Case P U B L I C 5

house of Interforwarders bills the individual Japanese shippers according to the Incoterms and forwarding contracts.

Variant 2: Full-Container-Loads (FCL)

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.


Ocean Freight: Test Case

2 Prerequisites

Before you start to conduct this test case, you must complete the following tasks:

● Configure your user data (see User-Specific Customizing [page 7])● Set up your master data and organizational data (see Master Data and Organizational Data [page 7])● Configure your roles (see Roles [page 11])● Define queries for your personal object worklist (see Defining Queries for Personal Object Worklist [page

12])● Define profile and layout sets (see Defining Profile and Layout Sets [page 14])

2.1 User-Specific Customizing

SAP Event Management Setup

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).

2.2 Master Data and Organizational Data

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● Additional Default Values

You can test the scenario with other SAP Best Practices default values that have the same characteristics. Check your SAP ECC system to find out which other material master data exists.

Ocean Freight: Test CasePrerequisites P U B L I C 7

● Using Your Own Master DataYou can also use customized values for any material or organizational data for which you have created master data.

Use the following master data in the process steps described in this document:

Master and Organizational Data

Value Details Comment

Material None – packages are used in forwarding orders

None None

Business Partner OAF-CR-01 Ocean carrier Japan

OAF-CR-02 Ocean carrier United States

OAF-CR-03 Truck agents Japan

OAF-CR-04

OAF-CR-05 Truck Agents United States

OAF-CR-06

OAF-CU-01 Japanese customer 1 None




OAF-CO-01 U.S. consignee 1 None




Transportation Zone OF-JP-SHPALL Ocean Freight Zone JP-SHP-PORT

Japan

OF-US-SHPALL Ocean Freight Zone US Port-SHP

U.S. West

Means of Transport OF_VESSEL Scheduled vessel None

OAF_TRUK_S Scheduled truck None

OAF_TRUCK Truck MTr None


Prerequisites



OF_TR Trailer None

OF_TRA Tractor None

Equipment Group CN Container None

Equipment Type 22G0 20 ft. General purpose container

None

42G0 40 ft. General purpose container

None

22R1 20 ft Reefer Container None

Plant 5000 None Tokyo

3300 None Los Angeles

Schedule OF-SCHED-CR-02 JPYOK – USLGB Ocean carrier schedule

Carrier 02

OF-SAILSCHED-CR-02 CFS-JPYOK – CFS-USLAX Sailing schedule

Carrier 02

OF-TRUCKSCHED-01 JPNGO – CFS-JPYOK 01/02 Truck schedule – Japan

OF-TRUCKSCHED-02 JPTYO – JPYOK

OF-TRUCKSCHED-03 USLAX – USSAN 03/04 Truck schedule – United States

OF-TRUCKSCHED-04 USLAX – USPHX

Shipping Point 5000 None SP Tokyo

3300 None SP Los Angeles

Sales Organization 5000 None Sales organization

3000 None

Location OF-JPYOK Port of Yokohama None

OF-USLGB Port of Long Beach None

OF-CFS-JPYOK CFS Yokohama None

OF-CFS-USLAX CFS Los Angeles None




OAF-STA-JPNGO FH Station Nagoya None

OAF-STA-JPTYO FH Station Tokyo None

OAF-STA-USPHX FH Station Phoenix None

OAF-STA-USSAN FH San Diego None

Default Route OF-ROUTE-01 Nagoya – Phoenix LCL

OF-ROUTE-02 Nagoya – San Diego LCL

OF-ROUTE-03 Tokyo – Phoenix LCL

OF-ROUTE-04 Tokyo – San Diego LCL

OF-ROUTE-05 Japan – US FCL

Company Code 5000, 3300 None Only in SAP ERP

Purchasing Organization 5000, 3300 None Only in SAP ERP

Forwarding House (Organizational ID)

OAF-FWH-01 FH Nagoya None

OF-FWH-03 FH Yokohama None

OAF-FWH-05 FH Tokyo None

OF-FWH-20 FH Los Angeles None

OAF-FWH-21 FH Phoenix None

OAF-FWH-22 FH San Diego None

Vendor OAF-CR-01, OAF-CR-02 None Ocean Carrier

OAF-CR-03, OAF-CR-04 None Trucking carrier (Japan)

OAF-CR-05, OAF-CR-06 None Trucking carrier (United States)

NoteSome of the locations mentioned in this test case have the suffix @ERP001. Substitute this with the system name of your SAP ERP system.


Prerequisites

2.3 Roles

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 Transportation Management

Business Role Technical Name

Customer Service Agent /SCMTMS/CUSTOMER_SERVICE_AGENT

Transportation Planner /SCMTMS/PLANNER

Booking Specialist /SCMTMS/BOOKING_AGENT

Carrier Settlement Specialist (for example, Payment Specialist)

/SCMTMS/CARRIER_SETTLEMENT_SP

Customer Settlement Specialist /SCMTMS/CUSTOMER_SETTLEMENT_SP

SAP Event Management

Business Role Technical Name Comment

SAP Event Management User /SAPTRX/SAP_EM_USER Required to access Web transactions in SAP Event Management

SAP ERP:

Business Role Technical Name Comment

Online Invoice Verification SAP_MM_IV_CLERK_ONLINE Required to enter and verify carrier invoices


2.4 Defining Queries for Personal Object Worklist (POWL)

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.

The queries are necessary to access role-specific worklists in NWBC.

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 WorklistOverview Forwarding Order .

2. In the All Forwarding Orders area, choose Define New Query.3. Enter the following data:

Field Query 1 Query 2 Query 3 Query 4

Business Role Customer_ Service_Agent (User; JIME)

Transportation Planner (User; OSOTOGARI)

Customer_ Service_Agent (User; JIME)

Transportation Planner (User; OSOTOGARI)

Application Overview Ocean Forwarding Order Management

Overview Ocean Forwarding Order Management

Overview Ocean Forwarding Order Management

Overview Ocean Freight Bookings

Object Type Ocean Forwarding Order

Ocean Forwarding Order

Ocean Forwarding Order Template

Freight Booking – Ocean

Category Ocean Forwarding Order



Ocean Freight Bookings


Prerequisites

Field Query 1 Query 2 Query 3 Query 4

Selection Criteria FWO Type OF01

Traffic Direction 1

Life Cycle Status between 01 and 06

FWO Type OF01

Traffic Direction 1

Organization Interaction Status 02

FWO Type OF01 Document Type OF04

Combination A

Both Locations - selected

Use Index Time — selected

Port of Discharge OF-USLGB

Life Cycle Status 02

Shipped on Board - selected

Query Name LCL Ocean Freight Export

To Be Checked by Gateway

LCL Ocean Freight Export Templates

Inbound Alerts for PoD OF-USLGB

2.4.1 Creating a Query for OF-USLGB Alerts

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 Status field, 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.


2.5 Defining Profile and Layout Sets

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 (FUs)

Planning Profile Selection Profile (FOs, FBs)

Capacity Selection Settings

Transportation Cockpit Layout

Description

OF-GEN-SEL-PRE-WO-TIME

OF-PLAN-PROF-PRE

OF-GEN-SEL-PRE-WO-TIME

OF-CAP-SEL-PRE

OF-LAYO-01 CFS-Gateway Yokohama: Plan precarriage

OF-GEN-SEL-MAIN-WO-TIME

OAF-PLAN-PROF-CN

OF-GEN-SEL-MAIN-WO-TIME

OF-CAP-SEL-PRE

OF-LAYO-01 CFS-Gateway Yokohama: Plan main carriage

OF-GEN-SEL-ON-WO-TIME

OF-PLAN-PROF-ON

OF-GEN-SEL-ON-WO-TIME

OF-CAP-SEL-ON

OF-LAYO-01 CFS-Gateway Los Angeles: Plan on-carriage


Prerequisites

3 Variant 1: Less-Than-Container Loads (LCL)

3.1 Overview of Processes

Process Step Business Role Transaction Code Expected Results

Create Ocean Booking Transportation Planner NWBC Ocean booking is created with assigned voyage.

Export Forwarding Order Entry

Customer Service Agent NWBC Forwarding order is created with assigned booking.

Plan first two stages Customer Service Agent NWBC Pickup and pre-carriage orders are generated.

Execution of first two stages Customer Service Agent NWBC Freight orders are executed for the first two stages.

Load Planning of Ocean Booking

Transportation Planner NWBC Freight units are assigned to containers in accordance with the load report.

Send Shipping Instructions Transportation Planner NWBC Shipping instructions from the booking are sent to the carrier.

Execute Drayage to Container Terminal

Transportation Planner NWBC Container is delivered to the container terminal in accordance with the booking.

Freight order is created.

Execution of Main Carriage Transportation Planner NWBC The booking is executed and the status updated

( Status Shipped on

Board )

Ocean Freight: Test CaseVariant 1: Less-Than-Container Loads (LCL) P U B L I C 15


Generate and Send Invoice to Shipper

Customer Service Agent NWBC Forwarding settlement document is created and transferred.

Billing document is created in SAP ERP.

TM: Settling Freight Orders Transportation Planner MIRO Freight settlement document is created and transferred.

Service purchase order and entry sheet are created.

Verifying Logistics Invoices Online

Carrier settlement specialist MIRO/MRBR/MR8M Invoice document for the service purchase order is created,

3.2 Overview of Planning and Execution Organization for Each Stage

Stages Planning & Execution Organization

Pickup carriage Station Export (Nagoya or Tokyo)

On carriage CFS Export Station

Drayage CFS Export Station

Main carriage CFS Export Station

Drayage CFS Import Station

On carriage CFS Import Station

Delivery carriage Station Import (Phoenix or San Diego)

You can use the organization as a payee in each freight settlement.

3.3 Process Steps

● Manage bookings for export [page 17]


Variant 1: Less-Than-Container Loads (LCL)

● Manage LCL Forwarding Orders [page 20]● Planning Drayage [page 28]● Planning Pre-Carriage [page 29]● Planning Pickup [page 30]● Executing Pickup for Transit Warehousing (Shipper to Trans Whse) [page 32]● Executing Pickup [page 34]● Inbound Processing in SAP EWM (Receiving at Transit Warehouse) [page 35]● Executing Pre-Carriage with Transit Warehousing (Deliver to TW) [page 36]● Outbound Processing in SAP EWM (Pickup from Transit Warehouse) [page 37]● Executing Pre-Carriage with Transit Warehousing (Rec from TW) [page 38]● Inbound Processing in SAP EWM (Receiving at Gateway) [page 39]● Executing Pre-Carriage [page 40]● Loading Freight for Main Stage with Transit Warehousing [page 41]● Outbound Processing in SAP EWM (Packing of Container HUs) [page 42]● Loading freight for main stage [page 43]● Executing Drayage with Transit Warehousing [page 44]● Outbound Processing in SAP EWM (Deliver Container HU to Airport) [page 44]● Executing Drayage [page 45]● Generate Shipping Docs for Main Stage and Executing Ocean Dep [page 46]● Managing Forwarding Settlements (Export) [page 47]● Managing Freight Settlement (Export) [page 48]● Sending Shipping Instructions for Main Stage to Ocean Carrier [page 51]● Split Consolidation [page 52]● Manage Bookings for Import [page 92]● Manage Forwarding Orders for Import [page 94]● Arrival of Container at Port of Discharge (Import Process) [page 94]● Importing Customs Clearance [page 57]● Planning Drayage to CFS [page 57]● Executing Drayage to Gateway with Transit Warehousing [page 58]● Inbound Processing in SAP EWM (Rec and Unpacking Container HUs) [page 59]● Executing Drayage to CFS [page 60]● Deconsolidating Container in Container Freight Station [page 61]● Planning On-Carriage Stage from CFS to Import Station [page 62]● Creating Delivery Freight Order [page 63]● Executing and Monitoring Freight for Import [page 63]● Managing Forwarding Settlement (Import) [page 65]● Managing Freight Settlement (Import) [page 66]

3.3.1 Manage Bookings for Export

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


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 pre-booking 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 container freight station (CFS) to the carrier’s container terminal at the port of loading by means of a drayage order.

More Information

● Creating or changing a booking [page 18]● Sending booking to carrier [page 20]● Receiving confirmation and updating booking [page 20]

3.3.1.1 Creating or Changing a Booking

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.

The New Ocean Booking $1 screen appears.

3. Choose Schedule Assign .4. Enter the following data:

Field Value

Source Location OF-CFS-JPYOK

Destination Location OF-CFS-USLAX

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 Capacity Requirements tab page, choose Insert Capacity Requirement and enter one or more containers, for example, as shown in the table below:

Equipment Type Equipment Group Equipment GroupContainer Count Unit of Measure

20G0 CN 1 EA

NoteThe 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 you can delete them 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):

Stage Stage Description Stage Type

10 OF-CFS-JPYOK - OF-JPYOK 01- Pickup

20 OF-JPYOK - OF-USLGB 03- Main Carriage

30 OF-USLGB - OF-CFS-USLAX 05- Delivery

11. On the Locations and Dates/Times tab page, check that the sequence of dates is correct:1. Cargo cut-off date at pickup location2. Pickup date at pickup location3. Cargo cut-off date at port of loading4. Sailing date at port of loading5. Expected arrival date at port of discharge6. Port pickup date at port of discharge7. Delivery date at delivery location

12. Save the document.

Note the booking number: ____________


3.3.1.2 Sending Booking to Carrier

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.

3. Choose Subcontracting Send Booking .

The booking is sent to the carrier.4. On the General Data tab page, check that the value of the Booking Confirmation Status field changes to 2

Sent to Carrier.5. Choose Save.

3.3.1.3 Receiving Confirmation and Updating Booking

NoteThis 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.

3.3.2 Manage LCL Forwarding Orders

● Creating forwarding order templates [page 21]● Creating forwarding order from template [page 25]● Confirming schedule request: Yokohama gateway for Tokyo station [page 26] (optional)



3.3.2.1 Creating LCL Forwarding Order Templates

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 OrderCreate Forwarding Order .

2. Enter ocean forwarding order type OF01.

3. Enter transportation mode 03 - Sea.

4. Select the Template checkbox.5. Choose Continue.6. Enter the following data:

Field Value

At Header Level

Sales Organization OAF-FWH-05 (Tokyo)

Shipping Type 2

Movement Type DD

Incoterm DDP

Incoterm Location –

At Item Level

Item Type OF03

Package Type Box

Pieces 40 EA

Gross Weight 1400 kg


Field Value

Gross Volume 3 m³

Net Weight 1300 kg

7. Press ENTER .

8. On the Charges tab page, enter the following data:

Field Value

Document Currency JPY

9. On the Business Partner tab page, enter the following data:

Field Value

Ordering Party OAF-CU-02

Shipper OAF-CU-02

Consignee OAF-CO-02

Prepaid Agreement Party OAF-CU-02

Collect Agreement Party OAF-CO-02

10. Select the item and enter the following data on the Package Details tab page:

Field Value

Item Description None

Length 2

Width 1

Height 1,5

Unit of Measure M

Goods Value 232,000,000 JPY

11. On the Location and Dates/Times tab page, enter the following data at header level:



Field Value

Source Location CUOAF-CU-02@ERP001

Destination Location CUOAF-CO-02@ERP001

NoteThe source and destination locations have different names; the location name depends on the SAP ERP system name

12. Save the template.13. Repeat the process for the next shipper using the following data:14. Choose ocean forwarding order type OF01, select the Template checkbox, and choose Continue.

15. Enter the following data:

Field Value

At Header Level

Sales Organization OAF-FWH-05 (FH Tokyo)

Movement Type DD

Incoterm FOB

Incoterm Location OF-JPYOK

At Item Level

Item Type OF03

Package Type Box

Pieces 4 EA

Gross Weight 2.2 TO

Gross Volume 4 m³

Net Weight 2 TO

16. Press ENTER .

17. On the Charges tab page, enter the following data at header level:

Field Value

Document Currency JPY


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

Item Description Fireworks

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




21. Save the template.



3.3.2.2 Creating Forwarding Order from Template

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 21].3. Choose Create Forwarding Order from Template.4. On the Locations and Dates/Times tab page, enter the following data:

Field Value

Pick-Up Date <Today> + 8 days

Delivery date <Today> + 38 days

5. On the Actual Route tab page, select the complete stage and choose Route Apply Default Route .

The system adds four more stages. The information on the used default route displays in the message area.

If it is not an initial complete stage in the Actual Route tab page and instead there are multiple stages by default, check the customizing for Transportation Management using the path Forwarding Order Management Define Stage Type Sequence for Movement Types . For the DD – Door to Door movement type, ensure the StageProp. field is only checked for stage type 03 – Main Carriage.

6. Save the forwarding order.7. Choose Edit. On the Ordered Route tab page, in the Stage Type field, enter 03 Main Carriage.8. Note the forwarding order number __________________9. Note the freight units _________________

3.3.2.3 Planning the Main Stage

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 PlanningPlanning Transportation Cockpit .

2. Create a new layout in the transportation cockpit. Specify the profiles in the following table:

Profile Type Profile Name

Selection Profile (FU) OF-GEN-SEL-MAIN-WO-TIME

Selection Profile (TU) OF-GEN-SEL-MAIN-WO-TIME

Planning Profile OAF-PLAN-PROF-CN

Selection Profile (FB) OF-GEN-SEL-MAIN-WO-TIME

Transportation Cockpit Layout OF-LAYO-01

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.

3.3.2.4 Confirming Schedule Request: Yokohama Gateway for Tokyo Station

Use

This procedure is optional in this scenario.



Procedure

1. As a transportation planner in SAP NetWeaver Business Client (NWBC), choose Planning PlanningTransportation 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 25] 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.

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 ManagementOcean 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.


3.3.3 Planning Drayage

Procedure

1. As a transportation planner, in SAP NetWeaver Business Client, choose Freight Order ManagementOcean 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 Create Freight Order for Pick-Up .

Choose Save.5. Choose Edit and go to the Document Flow tab page.6. In the Document Hierarchy structure, choose the Successor Business Documents hierarchy.7. Select the drayage pickup freight order. This is the freight order from the container freight station (CFS) to

the port of loading container terminal.8. Choose the corresponding business document number of the freight order.

This opens the freight order.9. Choose Edit and go to the General Data tab page.10. In the Purchasing Organization and Planning Organization fields, enter OF-FWH-03.

11. In the Carrierfield, enter OAF-CR-03.

12. In the Stage Type field on the Stages tab page, enter 02 (pre-carriage).

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.



3.3.4 Planning Pre-Carriage

Procedure

Plan Pre-Carriage

1. As a transportation planner, in SAP NetWeaver Business Client, choose Planning PlanningTransportation Cockpit .

2. Create a new layout in the transportation cockpit by specifying the following profiles:


Selection Profile (FU) OF-GEN-SEL-PRE-WO-TIME

Planning Profile OF-PLAN-PROF-PRE

Selection Profile (FO) OF-GEN-SEL-PRE-WO-TIME

Selection Profile (FB) OF-GEN-SEL-PRE-WO-TIME

Capacity Selection Settings OF-CAP-SEL-PRE


Choose Continue.

Perform Manual Planning3. Select the filter option on the Freight Unit Stages screen area.4. Enter your forwarding order number in the requirement column.

Enter an asterisk (*) and the last two digits. For example, you can enter *88 for forwarding order number 1100000088.

Enter your information.5. Select your freight unit.

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.

Check that the system created a new freight order.

NoteFor 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


Save your work.7. Repeat these planning steps for your other forwarding orders. Select each freight unit in turn and drop it on

your freight order.

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.

Save your work in the transportation cockpit.

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.

The organization is OF-FWH-03.

3.3.5 Planning Pickup

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.

5. Choose Capacity Document Create One per Stage .

Save your work.

The system displays the freight order in the Document column on the Actual Route tab page.6. Select the freight order.

The system opens the freight order in a new window.7. Choose Edit and enter the purchasing organization and planning and execution organization corresponding

to the source station (either Tokyo or Nagoya).

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).

Save your work.



Note the freight order number: ____________________

Close the freight order.10. Repeat these steps for all your forwarding orders using carrier OAF-CR-03 (Tokyo) or OAF-CR-04 (Nagoya).

Next Steps

Confirming Customer Booking [page 32]

3.3.5.1 Working with Customs Export Clearance

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.

Save the document.


10. In your forwarding order, navigate to the Document Flow tab page and open the freight unit by choosing the document number.

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.

3.3.5.2 Confirming Customer Booking

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 ManagementForwarding Order Edit Forwarding Order .

2. Enter the number of your forwarding order.

Choose Edit.3. Select the Confirm function.

Save your forwarding order.4. On the Statuses tab page, check that the confirmation status has changed to Confirmed.5. Repeat these steps for each of your forwarding orders.6. (Optional) On the Output Management tab page, check that the system has created the forwarding order

confirmation. To check the print preview, select the forwarding order confirmation and choose the Document Preview tab page.

Save your work

3.3.6 Executing Pickup for Transit Warehousing (Shipper to Trans Whse)

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.


2. Select your forwarding order that has a less-than-container load (LCL).3. On the Document Flow tab page, choose the number of the freight order that you created in planning

pickup.Choose Edit. Enter the planning and execution organization and purchasing organization OAF-FWH-05 for Tokyo shipments and OAF-FWH-01 for Nagoya shipments.Save your freight order.

4. Under Execution Status, choose Set to Ready for Transportation Execution. With this status, you send the truck to the customer or shipper to pickup the cargo. When the truck has loaded the cargo at the customer, your customer service agent is informed that the truck is ready to go.

5. Under Execution Status, choose Set to Departed (optional).Save your work.

6. Under Load Plan Status, choose Set Unload Plan to Finalized.Save your work and close the freight order.

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.

NoteThe 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.


3.3.7 Executing Pickup

Procedure

Execute Pickup

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. On the Actual Route tab page, choose the Document column.4. Select the freight order for your pickup (OF05 pickup and delivery freight order).

5. If not already entered by the system, on the Stages tab page enter the Departure Date and the Arrival Date.6. On the General tab page, enter the purchasing organization and the planning and execution organization

OAF-FWH-05 if the goods are to be transported by Tokyo, or OAF-FWH-01 if they are to be transported by Nagoya.

Load a Freight Order (Pickup)

7. To select your freight order for pickup (optional), choose Execution Status Set to Ready for Transportation Execution .

8. Choose the Execution tab page.9. Choose Insert Event.10. Enter the information in the following table:

Field Value

Event Loading Begin

Actual Event Date The actual date the event takes place.

For testing, use the planned arrival date. Otherwise, use the actual arrival date.

Location CUOAF-CU-01 - …04

(Depending on your departure location)

11. Choose Report Event.12. Choose Insert Event.13. Enter the information in the following table:

Field Value

Event Arrival at Destination



Field Value

Actual Event Date The actual date the event takes place.

Location OAF-STA-JPTYO or OAF-STA-JPNGO

14. Choose Report Event, then Save and Close.15. In the forwarding order, choose the Stages tab page.

Refresh the page.16. Check that the status for stage 1 is Arrived.17. Repeat this procedure for all of your forwarding orders.

Calculate Charges

18. As a customer service agent, in SAP NetWeaver Business Client, choose Freight Order ManagementRoad 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.

Save your work.22. Repeat these steps for all of the pickup stages in your forwarding orders.

Next Steps

Executing Pre-Carriage [page 40]

3.3.8 Inbound Processing in SAP EWM (Receiving at Transit Warehouse)

Procedure


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 system displays a screen with the available doors.7. Select the line that has the next free door.

The TU has the status At Door. On the HUs/HU Containers tab page, select all HU lines and choose Receive HUs. You can also use a radio-frequency (RF) device to receive HUs in SAP EWM.

8. Choose Receiving Completed.

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.

3.3.9 Executing Pre-Carriage with Transit Warehousing (Deliver to TW)

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


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 29] 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.

NoteThe 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.

Repeat these steps for all your forwarding orders.

3.3.10 Outbound Processing in SAP EWM (Pickup from Transit Warehouse)

Procedure


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 29].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].


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 system displays the available doors in a new window.7. Select the row with the next free door.

The TU has the status At Door.8. On the HUs/HU Containers tab page, select all HU lines and choose Load HU. You can also use a radio

frequency (RF) device to load HUs in SAP EWM.9. Choose Loading Completed.

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.

Close the freight order screen.

3.3.11 Executing Pre-Carriage with Transit Warehousing (Rec from TW)

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


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 29].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.

NoteThe freight order has an Execution Status of In Execution, and a Transmission-to-EWM Status of Sent.

3.3.12 Inbound Processing in SAP EWM (Receiving at Gateway)

Procedure


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

29].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].


The TU has the status Arrival. SAP EWM sends the Arrival at Destination status 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 At Door.9. On the HUs/HU Containers tab page, select all HU lines and choose Receive HUs.10. Choose Receiving Completed.

The TU has the status Receiving Completed. SAP EWM sends the Unloading End status to SAP TM.



The TU has the status Departure, and the door is free. SAP EWM sends the Departure status to SAP TM.


3.3.13 Executing Pre-Carriage

Procedure

Update Freight Order

1. As a transportation planner, in SAP NetWeaver Business Client (NWBC), choose Planning PlanningTransportation Cockpit .

2. Enter or select the following profiles:



Planning Profile OF-PLAN-PROF-PRE

Selection Profile (FO) OF-GEN-SEL-PRE-WO-TIME


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 Execution Status Set to Ready for Transportation Execution .Save your work.Choose Edit.

6. Choose Execution Status Set to In Execution .Save your work.

Register Delivery

1. Go to the Execution tab page.2. Choose Insert Event.



3. Enter the information in the following table:

Field Value


Actual Event Date <Actual event date> (now)

Location OF-STA-JPYOK

4. Choose Report Event, then Save and Close.5. In the forwarding order, check that the status for the pre-carriage stage has changed to Arrived.

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.4. In the Stage Type field on the Stages tab page, enter 02 (pre-carriage).5. If charges have not been calculated, check the General Data tab page to determine whether the purchasing

organization has been entered. If not, enter the relevant forwarding house (exporting CFS OF-CFS-JPYOK).Save your work.

6. Choose Edit and go to the Charges/Settlement pushbutton.7. Choose Calculate Charges.

Save your work.

Result

Events for pickup and pre-carriage stages have been reported.

3.3.14 Loading Freight for Main Stage with Transit Warehousing

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.

Choose the Items tab page.

3. Choose Set Item Status Set to Loaded .4. Under Load Plan Status choose Set Load Plan to Finalized.

Save the ocean booking.5. On the Capacity tab page, check that the handling and execution status of the freight units has been

changed to Loaded.

Results

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.

NoteThe Transmission-to-EWM status of the freight booking is Sent.

3.3.15 Outbound Processing in SAP EWM (Packing of Container HUs)

Procedure


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.

Under Successor Business Documents, SAP EWM creates OF-CFS-JPYOK.

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.

Choose Assign Door.7. Choose a free door.8. Choose the line with the TU container and choose Arrival at Door.9. On the HUs/HU Containers tab page, choose all handling unit (HU) lines and choose Load Cargo.

Choose Loading Completed.

You can also use a radio frequency (RF) device to load HUs in SAP EWM.10. Choose Departure from Checkpoint.

Close the Loading Preparation screen.

3.3.16 Loading Freight for Main Stage

Context

Before consolidating freight in 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 the printout. After the containers have been loaded, the container freight station (CFS) receives a confirmation of the freight units (or forwarding orders) that have been loaded into containers. This information can be used to complete the consolidation on the Cargo Management tab page.

Procedure


2. Enter the number of the freight booking that you created earlier and assigned to your forwarding order, and choose Execution Status Set to Ready for Transportation Execution .

3. Go to the Items tab page and, in the change hierarchy, choose Status Management.

4. Select the container and choose Execution Status Set to Cargo Loaded .

5. Choose Execution Status Set to Loaded .6. Save the ocean booking.


Results

The ocean booking is ready for execution.

3.3.17 Executing Drayage with Transit Warehousing

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.

Procedure


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.

NoteThe freight order has an Execution Status of In Execution and a Transmission-to-EWM status of Sent.

3.3.18 Outbound Processing in SAP EWM (Deliver Container HU to Airport)

Procedure

1. As a customer service agent, in SAP NetWeaver Business Client (NWBC), choose Freight Order Management Ocean Edit Ocean Freight Booking .



Choose your freight booking.2. On the Document Flow tab page, select the number of the pickup freight order that you created in Planning

Drayage from CFS.3. 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.

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 44]. 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.


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.

The system displays a screen with the available doors.6. Choose the row with the next free door.

The TU has the status At Door.7. On the HUs/HU Containers tab page, choose HU Container (the first line of the table) and choose Load HU.

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.


3.3.19 Executing Drayage

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.


Choose Edit. Choose the Execution tab page.5. Choose Insert Event.

In the Event field, choose Arrival at Destination.

In the Actual Event Date field, enter today’s date.

In the Location field, enter OF-JPYOK (port of Yokohama).

Choose Report Event and choose Save.

3.3.20 Generate Shipping Docs for Main Stage and Executing Ocean Dep

Procedure


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.

Save your entries.

6. Choose Edit and choose Follow Up Build House Bill of Lading .

7. Choose Execution Status Set to Shipped on Board .

In the popup window for the date, choose OK.

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.



3.3.20.1 Executing Main Carriage

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.

Results

The main carriage stage has been executed and final delivery is triggered.

3.3.21 Managing Forwarding Settlements (Export)

Procedure

Create Forwarding Settlement Document


2. Enter your forwarding order number and choose Continue.3. Go to the Charges tab page.

4. Choose Charges/Settlement Calculate Charges .5. Check the calculated charges (according to the Incoterm).6. Choose Save.

7. Switch to edit mode and choose Charges/Settlement Create Forwarding Settlement Document .


If a dialog box appears, select the row containing the prepaid agreement party and choose OK.8. 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 JPY and the incoterm should exist.

○ On the Business Partner tab page, check the ordering party, bill-to-party, and payer.○ On the Orders 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.9. Choose Save and Transfer.

Note the document number _______________.

Display Forwarding Settlement Document

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

The customer billing document is created in SAP ERP.

3.3.22 Managing Freight Settlement (Export)

Procedure

Pick-Up Settlement

As a customer service agent in SAP NetWeaver Business Client, choose Freight Order Management RoadEdit Road Freight Order .

Update and Recalculate Charges

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 Charges/Settlement Calculate Charges .



Create Freight Settlement Document

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 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.

Transfer Freight Settlement Document to SAP ERP

1. Choose Save and Transfer.2. Note the freight settlement document number: ___________________.3. Choose Close.

Pre-Carriage Settlement



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 Charges/Settlement Calculate Charges .




○ 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.






Drayage from CFS to Port Settlement

As a customer service agent in SAP NetWeaver Business Client (NWBC), choose Freight Order ManagementRoad 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 Charges/Settlement Calculate Charges .









Main Carriage Settlement

As a customer service agent in SAP NetWeaver Business Client (NWBC), choose Freight Order ManagementOcean 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.




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,



1. In the new window, choose Save and Transfer.2. Note the freight settlement document number: ___________________.3. Choose Close.

Result

The Invoicing status of your freight orders changes to Completely Invoiced.

3.3.23 Sending Shipping Instructions for Main Stage to Ocean Carrier

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.


3.3.24 Split Consolidation

In this section, you require the role Ocean Planner Export Gateway.

3.3.24.1 Distributing Costs from Ocean Booking to Forwarding Orders

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.

3.3.24.2 Checking Purchase Order in SAP ERP

Procedure

1. In SAP ERP, choose transaction ME23N.

2. Choose Other Purchase Order.3. On the PO field, press F4 and choose Purchasing Documents per Vendor.

○ For the main carriage settlement, enter vendor OAF-CR-02.○ For the drayage settlement, enter vendor OAF-CR-03.○ For the pickup and pre-carriage settlements, enter the vendor that you used (either OAF-CR-03 or

OAF-CR-04).



4. Enter purchasing organization 5000 and select the most recent purchase order.

5. Check that the service entry sheet has been created (choose Item Detail Purchase Order History ).

3.3.24.3 Verifying Invoices

Prerequisites

Parameter TM_INVOICE_CLERK has been set for your user in transaction SU01.

Procedure

1. In SAP ERP, call transaction MIRO.

2. Enter company code 5000.

3. On the TM Ref tab page, select Freight Order and enter your freight order number.4. On the Basic Data tab page, enter the following data:

Field Value

Invoice Date <today>

Amount Enter amount from item line 1 in your purchase order

Tax cat. Code V8 5

5. Choose Save.6. Note the number of your invoice: ____________________________.

3.3.25 Manage Bookings for Import

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 .


3.3.25.1 Determining Import from Export Ocean Booking

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.

The life cycle status changes from Draft to In Process.

NoteThis 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.

Note the document number ___________________.7. Choose the business document number to open it in edit mode.

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.



3.3.26 Manage Forwarding Orders for Import

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 .

3.3.26.1 Determining Import from Export Forwarding Orders

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.

3.3.27 Arrival of Container at Port of Discharge (Import Process)

When the main carriage arrives in Long Beach (OF-USLGB), the CFS in Los Angeles sets the event Arrival at Destination.


3.3.27.1 Creating Query for OF-USLGB Alerts

Procedure


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.

3.3.27.2 Finalizing Main Carriage

Procedure


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.



Results

The main stage has been executed and final delivery is triggered.

3.3.28 Importing Customs Clearance

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.


7. Save your entries.

3.3.29 Planning Drayage to CFS

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.


3. Change to edit mode and choose the Item tab page with the Cargo Management view.

4. Select a container and choose Create 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).


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.

3.3.30 Executing Drayage to Gateway with Transit Warehousing

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


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].



4. Under Execution Status choose Set to Ready for Transportation Execution.5. Choose the Stages tab page.

Choose Stage 10.Optionally, choose Set to Departed.

6. Under Load Plan Status, choose Set Unload Plan to Finalized.Save your work and close your import freight booking.

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.

NoteThe freight order has an execution status of In Execution and a transmission-to-EWM status of Sent.

3.3.31 Inbound Processing in SAP EWM (Rec and Unpacking Container HUs)

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 44] 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.


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.

The system displays a screen that displays the available doors.


8. Choose the line with the next free door.

The TU has the status At Door.9. On the HUs/HU Containers screen, select TU Container, the first line of the table.

Choose Receive HU.

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.


The TU has the status Departure and the door is free. The Departure status has been sent to SAP TM.


3.3.32 Executing Drayage to CFS

Procedure


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.

The execution status is Not Started.

7. Choose Execution Status Set to In Execution .

The execution status changes to In Execution.8. Go to the Execution tab page.9. Select Insert Event.10. In the Event field, choose Arrival at Destination.11. In the Actual Event Date field, enter today’s date.12. In the Location field, enter OF-CFS-USLAX (Container Freight Station Los Angeles).

13. Select Report Event.14. Save your entries.



Results

Execution of drayage from the port of discharge to the container freight station has been finalized and the goods have arrived at the CFS.

3.3.33 Deconsolidating Container in Container Freight Station

Procedure


2. Enter the number of your import freight booking created earlier3. Change to edit mode and go to the Item tab page and the Status Management view.

4. Select the container and choose Execution Status Set to Unloaded .

5. Choose Execution Status Set to Cargo Unloaded .

The handling execution status of the container changes to Unloaded.6. Choose the Execution tab page. The Unloading End event is added automatically in the event overview.7. Save your entries.

8. Choose Set Status Set to Complete .

The life cycle status changes from In Process to Completed.9. Save your entries.

Results

The container in the import freight booking now has the status Unloaded, which means that the cargo has been removed from container.


3.3.34 Planning On-Carriage Stage from CFS to Import Station

Procedure


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).




3.3.35 Creating Delivery Freight Order


2. Select your import forwarding order and change to edit mode.3. On the Actual Route tab page, select stage 5 (Delivery).

4. Choose Capacity Document Create One per Stage .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).

3.3.36 Executing and Monitoring Freight for Import

Execution of On-Carriage

1. In SAP NetWeaver Business Client (NWBC), choose Forwarding Order Management Forwarding OrderEdit 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 (OF05: 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:

Field User Action and Values




Actual Event Date <Planned delivery date>

Location OAF-STA-USPHX

12. Choose Report Event.13. Save and close.14. Check your forwarding orders to ensure that the status for the on-carriage stage has changed to Arrived.

Execution of Delivery


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:



Actual Event Date <Planned pickup date>

Location CUOAF-CO-01@ERPCLNT001

12. Choose Report Event.13. Choose Insert Event.14. (Mandatory) Enter the following data:


Event Unloading Begin






15. Choose Report Event.16. Save and close.17. In the forwarding order, choose the Stages tab page.18. Refresh the page.19. Check that the stage status for stage 5 is Arrived.20.Repeat these steps for all pick-up stages in your forwarding orders.

3.3.37 Managing Forwarding Settlement (Import)

Use

Transportation-related charges are to 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



2. Enter your import forwarding order number and choose Continue.

3. Choose Charges/Settlement 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



Note the document number: _______________.

Display Freight Settlement Document in SAP ERP


1. In SAP ERP, call transaction VF03 (Display Billing Document).2. Search for the billing document using the input help ( F4 ):

○ Sales organization: 3000○ Payer: OAF-CO-01 to OAF-CO-04 (depending on your consignee number)

3. Open the latest document in the list and display.4. Select the item in line 10 and choose Pricing Condition.

Check


Result


3.3.38 Managing Freight Settlement (Import)

Use

As a customer service agent in SAP NetWeaver Business Client, choose Freight Order Management LandEdit Freight Order .

Procedure

Drayage from Port to CFS Settlement

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.





8. Note the freight settlement document number ___________________.9. Choose Close.

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





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

1. Enter your pick-up freight order number and choose Continue.2. On the Charges tab page, check whether charges have already been calculated and if not, choose Calculate





calculation base, and calculated amount.7. Choose Save and Transfer.8. Note the freight settlement document number ___________________.9. Choose Close.


4 Variant 2: Full-Container Loads (FCL)

4.1 Overview of Processes


Create Ocean Booking Transportation Planner NWBC Ocean booking is created with assigned voyage.

Export Forwarding Order Entry

Customer Service Agent NWBC Forwarding order is created 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 Booking

Transportation Planner NWBC Container units are assigned to ocean bookings in accordance with the reserved capacity.

Send Shipping Instructions Transportation Planner NWBC Shipping instructions from the booking are sent to the carrier.

Execution of Main Carriage Transportation Planner NWBC The booking is executed and the status updated

( Status Shipped on

Board )

Generate and Send Invoice to Shipper

Customer Service Agent NWBC Forwarding settlement document is created and transferred.

Billing document is created in SAP ERP.

TM: Settling Freight Orders Transportation Planner MIRO Freight settlement document is created and transferred.

Service purchase order and entry sheet are created.


Variant 2: Full-Container Loads (FCL)


Verifying Logistics Invoices Online

Carrier settlement specialist MIRO/MRBR/MR8M Invoice document for the service purchase order is created,

4.2 Overview of Planning and Execution Organization for Each Stage

Stages PI/ Execution Organization

Pickup carriage Station Export (Tokyo)

Main carriage CFS Export Station

Delivery carriage Station Import (Phoenix)

You can use the organization as a payee for each freight settlement.

4.3 Process Steps

● Manage Bookings for Export [page 70]● Manage FCL Forwarding Orders [page 73]● Create Pickup [page 81]● Execute and Monitor Freight for Export [page 83]● Load Freight for Main Stage [page 85]● Send Shipping Instructions for Main Stage [page 86]● Generate Shipping Documents for Main Stage and Execute Ocean Dep [page 86]● Check Arrival of Container at Port of Discharge (Export Process) [page 87]● Executing Main Carriage [page 88]● Creating Forwarding Settlement Document for Shipper [page 88]● Manage Freight Settlement [page 89]● Manage Bookings for Import [page 92]● Manage Forwarding Orders for Import [page 94]● Arrival of Container at Port of Discharge (Import Process) [page 94]● Import Customs Clearance [page 95]● Create Delivery Freight Order [page 96]● Execute and Monitor Freight for Import [page 97]● Forwarding Settlement for Consignee [page 98]

Ocean Freight: Test CaseVariant 2: Full-Container Loads (FCL) P U B L I C 69

● Manage Freight Settlement for Import [page 99]

4.3.1 Manage Bookings for Export

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

● Creating or Changing a Booking [page 70]● Sending Booking to Carrier [page 72]● Receiving Confirmation and Updating Booking [page 72]

4.3.1.1 Creating or Changing a Booking

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.

The New Ocean Booking $1 screen appears.

3. Choose Schedule Assign .4. Enter the following data:



Field Value

Source Location OF-JPYOK

Destination Location OF-USLGB

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:

Field Value Comment

Shipper OF-FWH-03 Exporting container freight station (business partner)

Consignee OF-FWH-20 Importing container freight station (business partner)

10. On the Capacity Requirements tab page, choose Insert Capacity Requirement and enter one or more containers, for example, as shown in the following table:

Equipment Type Equipment Group Equipment GroupContainer Count Unit of Measure

42G0 CN 2 EA

NoteThe 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.

11. 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):

Stage Stage Description Stage Type

10 OF-JPYOK - OF-USLGB 03- Main Carriage


12. On the Locations and Dates/Times tab page, check that the sequence of dates is correct:1. Cargo cut-off date at pickup location2. Pickup date at pickup location3. Cargo cut-off date at port of loading4. Sailing date at port of loading5. Expected arrival date at port of discharge6. Port pickup date at port of discharge7. Delivery date at delivery location

13. On the Business Partner tab page, enter a new business partner by selecting the party role Import Organization and enter the business partner number of the importing CFS (OF-FWH-20).

14. Save the document.

Note the booking number: ____________

4.3.1.2 Sending Booking to Carrier

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.

3. Choose Subcontracting Send Booking .

The booking is sent to the carrier.4. On the General Data tab page, check that the value of the Booking Confirmation Status field changes to 2

Sent to Carrier.5. Choose Save.

4.3.1.3 Receiving Confirmation and Updating Booking

NoteThis 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.

4.3.2 Manage FCL Forwarding Orders

● Creating Forwarding Order Templates [page 73]● Creating Forwarding Order from Template [page 77]● Confirming Schedule Request: Yokohama Gateway for Tokyo Station [page 26]

4.3.2.1 Creating Forwarding Order Templates for FCL Shipments

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


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

Sales Organization OAF-FWH-05


Field Value

Shipping Type 3

Movement Type DD

Incoterm CFR

Incoterm Location OF-USLGB

7. In the Items area, choose Insert Container and specify the equipment type as 42G0.8. Select the new container and insert a package with the following data:

Field Value

Package Type Box

Quantity 100

Quantity UoM EA

Gross Weight 9

Gross Weight UoM TO

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-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

Item Description Clothing from Japan

Length 12



Field Value

Width 2

Height 2

Unit of Measure M



Field Value





Template 2


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

Sales Organization OAF-FWH-01

Movement Type DD

Incoterm CFR

Incoterm Location OF-JPYOK

7. In the Items area, choose Insert Container and specify the equipment type as 42G0.8. Select the new container and insert a package with the following data:


Field Value

Item Type OF03

Package Type Box

Pieces 30 EA

Gross Weight 2 TO

Gross Volume 3.5 m3

Net Weight 1.7 TO

9. Press ENTER .10. On the Charges tab page, enter document currency JPY.11. On the Business Partner tab page, enter the following data:

Field Value


Shipper OAF-CU-03

Consignee OAF-CO-03



12. On the General Data tab page, select the package and enter the following data on the Package Details tab page:

Field Value

Item Description Fiber Optic Cable

Length 3.5

Width 1

Height 1

Unit of Measure M





Field Value





4.3.2.2 Creating Forwarding Order from Template

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

Pick-Up Date <Today> + 8 days

Delivery date <Today> + 38 days

5. On the Actual Route tab page, select the stage and choose Route Apply Default Route .

The system adds two more stages. The information about the default route used is displayed in the message area.

(If the Actual Route tab does not contain an initial complete stage and instead there are multiple stages by default, check Transportation Management customizing using the path Forwarding Order ManagementDefine Stage Type Sequence for Movement Types . For the DD – Door to Door movement type, ensure the StageProp. field is only checked for stage type 03 – Main Carriage.)

6. Save the forwarding order.


7. Choose Edit. On the Ordered Route tab page, in the Stage Type field, enter 03 Main Carriage.8. Note the forwarding order number: __________________9. Note the container unit from complete carriage: _________________

4.3.2.3 Assigning Container Unit to Ocean Freight Booking

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 .

Plan Main Carriage

1. Select your forwarding order and switch to edit mode.2. Go to the Actual Route tab page, select stage 2 (03 Main Carriage) of your complete carriage, and go to the

upper screen area.3. Go to Follow Up and select Start Transportation Cockpit.4. Create a new layout set in the transportation cockpit by selecting the following profiles:

Field Value

Selection Profile (FU) OF-GEN-SEL-MAIN-WO-TIME

Selection Profile (TU) OF-GEN-SEL-MAIN-WO-TIME


Selection Profile (FB) OF-GEN-SEL-MAIN-WO-TIME

5. Choose the transportation cockpit layout OF-LAYO-01.6. Choose Continue.7. In the container unit stage area, select your container unit for stage 20 (OF-JPYOK to OF-USLGB) and

assign your container unit to your freight booking by using drag and drop.8. Choose save.9. Go to your forwarding order and check the Document Flow tab page to ensure that the ocean freight

booking has been assigned to the container unit.



4.3.2.4 Providing Empty Container Equipment

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. Select the container in the forwarding order items and on the Details tab page of the container, choose

Requested for the Empty Provisioning.4. On the Actual Route tab page, enter the following data for the Empty Provisioning stage:

○ Stage type 03 (main carriage)○ Transportation Mode 01 (Road)○ Source location OAF-STA-JPTYO○ Planning and execution organization OAF-FWH-05○ Carrier OAF-CR-03

5. Save your entries.6. In the upper screen area, go to Follow Up and select Start Transportation Cockpit.7. In the transportation cockpit, select the following profiles:

Field Value


Selection Profile (TU) OF-GEN-SEL-PRE-WO-TIME


Selection Profile (FOs) OF-GEN-SEL-PRE-WO-TIME

Selection Profile (FB) OF-GEN-SEL-PRE-WO-TIME



Field Value


8. Choose Continue.9. In the Container Unit Stages area, select the container unit for provisioning and assign it to trailer resource

OF-JP-TRAILER using drag and drop.

A new trailer unit is created.10. Choose Save.11. In the Trailer Unit Stages area, select the newly created trailer unit and assign it to vehicle resource OF-JP-

TRACTOR using drag and drop.

12. Save the document and note the freight order number:____________________.

4.3.2.5 Confirming Schedule Request: Yokohama Gateway for Tokyo Station

Use

This procedure is optional in this scenario.

Procedure


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 25] 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.

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 ManagementOcean 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.

4.3.3 Create Pickup

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 Capacity Document Create One per Stage .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. In the Stage Type field on the Stages tab page, enter 01 (pickup).10. On the Terms and Conditions tab page, enter shipping type 18 (FTL).11. Save the freight order. Note the freight order number: ____________________.12. Repeat these steps for all your forwarding orders using carrier OAF-CR-03.


More Information

● Working with Customs Export Clearance [page 82]● Confirming Forwarding Order [page 83]

4.3.3.1 Working with Customs Export Clearance

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


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).



4.3.3.2 Confirming Forwarding Order

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 ManagementForwarding 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.

4.3.4 Execute and Monitor Freight for Export

Use

Repeat this procedure for all pick-up stages in your forwarding orders.

Procedure

Execute Empty Provisioning

1. Select your freight order for empty container provisioning.

2. Choose Execution Status Set to Ready for Transportation Execution .

3. Choose Execution Status Set to Arrived .4. Save your entries.


Execute Pick-Up

1. As a customer service agent in SAP NetWeaver Business client, choose Forwarding Order ManagementForwarding Order Edit Forwarding Order .

2. Select your forwarding order.3. Change to the Document Flow or the Actual Route 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.

Load a Freight Order (Pick-Up)

1. (Optional) Select your freight order for pick-up and choose Execution 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

Event Loading Begin

Actual Event Date <Actual event date>

For testing, use the planned arrival date. Otherwise, use the actual arrival date.

Location CUOAF-CU-01 to CUOAF-CU-04 (depending on your departure location)

6. Choose Report Event.7. Choose Insert Event.8. Enter the following data:

Field Value


Actual Event Date <Actual event date> (now)

Location OF-JPYOK

9. Choose Report Event, then Save and Close.10. In the forwarding order, go to the Stages tab page.11. Refresh the page.12. Check that the status for stage 1 is now Arrived.13. Repeat this procedure for all of your forwarding orders.



Calculate Charges

1. As a customer service agent in SAP NetWeaver Business Client, choose Freight Order ManagementRoad 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

● Executing Pre-Carriage [page 40]

4.3.5 Load Freight for Main Stage

Procedure



3. Switch to edit mode and choose Execution Status Set to Ready for Transportation Execution .4. Go to the Items tab page and choose Status Management in the change hierarchy.

5. Select the container and choose Execution Status Set to Loaded .6. Save the ocean booking.

Result

Cargo is now consolidated into containers and the ocean booking is ready for execution.


4.3.6 Send Shipping Instructions for Main Stage

Procedure



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.

4.3.7 Generate Shipping Documents for Main Stage and Execute Ocean Departure

Context

In this procedure, you generate the shipping documents for the main stage and trigger the ocean departure.

Procedure


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.



5. Choose the Execute Actions pushbutton to produce the document with the respective conditions checked beforehand.


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.

9. Choose Execution Status Set to Shipped on Board .10. In the popup window for the date, choose OK.11. Save your entries.12. (Optional) To see a preview, proceed as follows:

1. Choose Print Preview.2. Choose the Create House Sea B/L form.3. Choose OK.

A PDF file is generated with the first house bill of lading document.

Results

Go to the House Bill of Lading tab page and check that a house bill of lading has been created for each shipment.

4.3.8 Check Arrival of Container at Port of Discharge (Export Process)

Use

When the main carriage arrives in Long Beach (OF-USLGB), the port in Long Beach sets the event Arrival at Destination.

More Information

● Executing Main Carriage [page 88]


4.3.9 Executing Main Carriage

Procedure


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.

Results


4.3.10 Creating Forwarding Settlement Document for Shipper

Procedure



2. Enter your forwarding order number and choose Continue.3. Go to the Charges tab page.

4. Choose Charges/Settlement Calculate Charges .As the forwarding agreements are set up as cost pull from freight order cost distribution, the forwarding order charges must be calculated after all related freight order charges are calculated. So you must execute the following freight order charge calculation first.



5. Check the calculated charges (according to the Incoterm).6. Choose Save.

7. Switch to edit mode and choose Charges/Settlement Create Forwarding Settlement Document .If a dialog box appears, select the row containing the prepaid agreement party and choose OK.

8. 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 JPY and the incoterm should exist.○ On the Business Partner tab page, check the ordering party, bill-to-party, and payer.○ On the Orders tab page, check the shipper, consignee, ordering party, and source and destination



Note the document number _______________.

Display Forwarding Settlement Document

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


Result


4.3.11 Manage Freight Settlement

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 Charges/Settlement Calculate Charges .



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 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,




Main Carriage Settlement

As a customer service agent in SAP NetWeaver Business Client (NWBC), choose Freight Order ManagementOcean Edit Ocean Freight Booking .


1. Enter your ocean freight booking number for the main carriage stage and choose Continue.





○ 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.






1. In the new window, choose Save and Transfer.2. Note the freight settlement document number: ___________________.3. Choose Close.

Result

The Invoicing status of your freight orders changes to Completely Invoiced.

4.3.11.1 Distributing Costs from Ocean Booking to Forwarding Orders

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.

4.3.11.2 Checking Purchase Order in SAP ERP

Procedure

1. In SAP ERP, call transaction ME23N.


2. Choose Other Purchase Order.3. Open the input help ( F4 ) for the PO field and choose Purchasing Documents per Vendor.

○ For the main carriage settlement, enter vendor OAF-CR-02.○ For the drayage settlement, enter vendor OAF-CR-03.○ For the pickup and pre-carriage settlements, enter the vendor that you used (either OAF-CR-03 or

OAF-CR-04).

4. Enter purchasing organization 5000 and select the most recent purchase order.

5. Check that the service entry sheet has been created (choose Item Detail Purchase Order History ).

4.3.11.3 Verifying Invoices

Prerequisites

Parameter TM_INVOICE_CLERK has been set for your user in transaction SU01.

Procedure

1. In SAP ERP, call transaction MIRO.

2. Enter company code 5000.

3. On the TM Ref tab page, select Freight Order and enter your freight order number.4. On the Basic Data tab page, enter the following data:

Field Value

Invoice Date <today>

Amount Enter the amount from item line 1 in your purchase order

Tax cat. Code V8 5

5. Choose Save.6. Note the number of your invoice: ____________________________.

4.3.12 Manage Bookings for Import

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 .



4.3.12.1 Determining Import Ocean Booking from Export Ocean Booking

Procedure


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.

The life cycle status changes from Draft to In Process.

NoteThis 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.

Note the document number ___________________.7. Choose the business document number to open it in edit mode.

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 and 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 container

unit and importing forwarding order numbers. Note these numbers: ___________________ and ___________________.

You can open the successor document by choosing the respective document number.


4.3.13 Manage Forwarding Orders for Import

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 .

4.3.13.1 Determining Import Forwarding Orders from Export Forwarding Orders

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).

9. Check the gross, net, and tare weight of the items.10. Save your entries.

4.3.14 Arrival of Container at Port of Discharge (Import Process)

When the main carriage arrives in Long Beach (OF-USLGB), the port long beach sets the event Arrival at Destination.



4.3.14.1 Finalizing Main Carriage

Procedure


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.

10. Choose Set Status Set to Completed .

The lifecycle status changes from In Process to Completed.11. Choose save.

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.


4.3.15 Import Customs Clearance

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.



4.3.16 Create Delivery Freight Order

Procedure


2. Select your import forwarding order and change to edit mode.3. On the Actual Route tab page, select stage 3 (Delivery).4. In the Carrier field for stage 3, enter the respective carrier (OAF-CR-06).

5. Choose Capacity Document Create One per Stage .6. Choose Save.7. Go to the Document Flow tab page.8. Select the row containing your freight order and choose Display.9. 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).

10. In the Stage Type field of the Stages tab page, enter 05 (delivery).

11. Save and close the freight order.12. 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).



4.3.17 Execute and Monitor Freight for Import

Execution of Delivery


2. Enter your import forwarding order number and choose Continue.3. Choose the Document Flow or Actual Route 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 OAF-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:





11. Choose Report Event.12. Choose Insert Event.13. Enter the following data:


Event Unloading Begin



14. Choose Report Event.15. Save and close.16. In the forwarding order, choose the Stages tab page.17. Refresh the page.18. Check that the stage status for stage 3 is Arrived.19. Repeat these steps for all pickup stages in your forwarding orders.


4.3.18 Forwarding Settlement for Consignee

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



2. Enter your import forwarding order number and choose Continue.

3. Choose Charges/Settlement Calculate Charges .As the forwarding agreements are set up as cost pull from freight order cost distribution, the forwarding order charges need to be calculated after all related freight order charges are calculated. So you must execute the following freight order charge calculation first.

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.

The new settlement document appears in a separate window.6. Check the following data:


○ 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



Note the document number: _______________.

Display Freight Settlement Document in SAP ERP

1. In SAP ERP, call transaction VF03 (Display Billing Document).2. Search for the billing document using the input help ( F4 ):

○ Sales organization: 3000○ Payer: OAF-CO-01 to OAF-CO-04 (depending on your consignee number)

3. Open the latest document in the list and display.4. Select the item in line 10 and choose Pricing Condition.

Check




Result


4.3.19 Manage Freight Settlement for Import

Use

As a customer service agent in SAP NetWeaver Business Client, choose Freight Order Management LandEdit Freight Order .

Procedure

Delivery Settlement

1. Enter your pick-up freight order number and choose Continue.2. On the Charges tab page, check whether charges have already been calculated and if not, choose

Charges/Settlement 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 .The new settlement document appears in a separate window.

6. 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 JPY.○ 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 ___________________.9. Choose Close.


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