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Transportation Management with SAP TM 9.0

Book Description

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The implementation of a TMS solution is a highly complex and mission critical project. If executed correctly a good TMS can deliver a number of benefits to the organization in terms of optimization, greater efficiency, reduced errors and improved revenue through accurate invoicing. However a number of projects fail to realize these benefits for a host of reasons such as an incorrect product selection, over customization of the system and lack of detailed processes. The evaluation and selection of the right transportation management system is a very critical step in the successful implementation of a TMS product as well as ensuring that the organization is able to realize the benefits expected from the system.Transportation Management with SAP TM 9 is a guide for CIO/CXOs evaluating options for various transportation management solutions available in the market and helps inappropriate decision making before committing investment. A proven evaluation framework and guidance provided in the book can help decision makers with product selection and help to create a business case for management approval and design a future roadmap for the organization. The book provides a comprehensive understanding of what SAP transportation management is and is useful for teams involved in TM Implementation and roll outs to ensure preparedness. The book explains end-to-end freight life cycle processes, functional system landscape, implementation challenges and post go-live precautions required to optimize investments in SAP TM.Transportation Management with SAP TM 9 also acts as a step by step implementation guide with details of configuration required to set up a TM9 system. This book also covers the upgrade of SAP TM8 to SAP TM9 which will be useful for existing clients who are on TM 8. Nonavailability of SAP TM skilled resources is a major challenge faced by organizations and the book provides a detailed competency building plan along with skill set requirements to create a competent and trained workforce to manage-transformation.The current book available in the market on SAP TM is based on Version 6 release which does not cover air freight processes. Our book covers end-to-end air freight configuration scenarios for logistic companies.

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Table of Contents

  1. Cover
  2. Title
  3. Copyright
  4. Contents at a Glance
  5. Contents
  6. About the Authors
  7. About the Technical Reviewer
  8. Acknowledgments
  9. Introduction
  10. Chapter 1: Transportation Industry Overview: 3PL Perspective
    1. Summary
  11. Chapter 2: The Need for TMS: Challenges, IT Landscape
    1. Summary
  12. Chapter 3: TMS Product Landscape: Vendors, Product Overview, Plans, and Comparison
    1. Key Trends in the TMS Market Affecting 3PLs
    2. TMS Product Vendors
    3. Summary
  13. Chapter 4: SAP TM : Overview, Architecture, Road Map
    1. SAP TM 7.0
    2. SAP TM 8.0
    3. SAP TM 8.1
    4. SAP TM 9.0
    5. SAP TM Road Map
    6. Summary
  14. Chapter 5: TMS Selection Framework
    1. Business Functionality
    2. TMS Product Selection Framework
    3. Summary
  15. Chapter 6: Industry Best Practices for Implementation, Rollout, and Maintenance of SAP TM
    1. Preparatory Phase
      1. Obtain executive commitment (directly proportional to success)
      2. Build a business case for positive return on investment
      3. Set goals, manage by objectives
      4. Build the scenario—engage people in your dream
      5. Create a task force—your ambassadors of change
      6. Train the selection committee
      7. Ensure resource commitment—nothing in life comes for free
      8. Manage change management
      9. Do not expect everything will change—set expectations
      10. Manage risk early on
      11. Build a global process repository—include local requirements
      12. Have clear interface requirements
      13. Identify events
      14. Identify workflow
      15. Use reports, key performance indicators, dashboards
      16. Clean the master data
      17. Role-based access control (RBAC)—one who creates cannot approve
      18. Validate the solution against architecture guiding principles
      19. Decide on an implementation strategy—manageable, in stages
      20. Select a product (if you haven’t already)
      21. Learn from previous experience
      22. Inventory systems to be replaced
      23. Identify SI partners
      24. Select the implementation team
      25. Establish project teams
    2. Implementation
      1. Discovery and Planning
      2. Design and Configuration
      3. Development
      4. Testing
      5. Deployment
      6. Functional Releases and Ongoing Support
      7. Rollout
    3. Release Management
      1. Project Organization and Locations
    4. Summary
  16. Chapter 7: Team Composition and Skill Matrix Required for TM Engagement: How to Build Competency in TM
    1. Team Composition for Implementation
    2. Corporate-Level Roles
    3. Program-Level Roles
      1. Team Composition for Rollout and Release Management
      2. Rollout Team
      3. Release Management Team
      4. Team Composition for Support
    4. Summary
  17. Chapter 8: Transformation Impact of SAP TM Implementation
    1. SAP TM Transformational Impact
      1. Processes
      2. People
      3. Systems
    2. Summary
  18. Chapter 9: New Dimension Products: HANA, Mobility, and Analytics—Their Impact on Transportation Management
    1. SAP HANA Solutions
      1. Fleet Operators (Surface Transportation)
      2. Rail Operators
      3. Airlines (Air Transportation)
    2. Mobility
    3. Social Media Integration
    4. Analytics
    5. Summary
  19. Chapter 10: Process Mapping End-to-End Freight Life Cycle Scenarios
    1. Setting Up a Customer Account
    2. Receiving a Shipment Booking
    3. Sending a Notification of a Customer’s Order
    4. Planning Freight Transportation Route
    5. Booking a Carrier
    6. Confirming an Order with the Customer
    7. Arranging for the Pickup of Freight
    8. Picking Up Freight and Delivering It to the Origin Dock
    9. Preparing a Shipment for Movement
    10. Performing Export Customs Clearance (if Requested)
    11. Preparing Consolidation and Documentation
    12. Handing Over Consolidation to the Line-Haul Carrier
    13. Moving Freight to the Gateway
    14. Delivering Freight to the Gateway
    15. Planning Outbound Consolidation
    16. Assigning a Shipment to Outbound Gateway Consolidation
    17. Preparing Consolidation
    18. Creating Paperwork for the Main Carriage
    19. Creating Paperwork for Cartage and Dispatching it to the Main Carrier
    20. Moving Freight to the Destination Gateway or Branch
    21. Performing Import Customs Clearance
    22. Arranging for Pickup of the Freight from the Carrier
    23. Arranging for the Delivery of Freight
    24. Delivering Freight to the Customer
    25. Calculating the Charges on a Shipment
    26. Invoicing for Services
    27. Verifying the Invoice and Executing the Freight Settlement
    28. Summary
  20. Appendix A: Step-by-Step Guide to Configuring and Implementing SAP TM 9.0
    1. Systems Requirements
    2. Assumptions
    3. Scenario
    4. Organizations
    5. Defining Organization Networks
      1. Creating Organizations
      2. Assigning Organizations
    6. Defining Business Partners
    7. Defining Location
    8. Defining Means of Transport
    9. Defining Resources
    10. Defining Transportation Lanes
    11. Defining IATA Aircraft Type Codes
    12. Defining IATA Airline Codes
    13. Define Air Cargo Security Statuses
    14. Defining Offsets for Calculating Known Shipper Status
    15. Defining Waybill Number Stock Types
    16. Defining Package Type Codes
    17. Defining Item Types
    18. Defining Transportation Groups
    19. Defining Products
    20. Defining Equipment Groups and Equipment Types
    21. Defining Transportation Service Level Codes
    22. Defining Stage Types
    23. Defining Movement Types
    24. Defining Stage Type Sequence for Movement Types
    25. Defining Stage Profiles
    26. Defining Shipping Types
    27. Defining Geographical Selection Attributes
    28. Defining Time-Related Selection Attributes
    29. Defining Additional Selection Attributes
    30. Defining Selection Profiles
    31. Define Capacity Selection Settings
    32. Define Optimizer Settings
    33. Defining Carrier Selection Settings
    34. Defining Number Range Intervals for Forwarding Settlement Documents
    35. Defining Forwarding Settlement Document Types
    36. Defining Number Range Intervals for Freight Settlement Documents
    37. Defining Freight Settlement Document Types
    38. Defining Number Range Intervals for Freight-Order Management
    39. Defining Freight-Order Types
    40. Defining Freight-Booking Types
    41. Defining Contract Basis
    42. Defining Freight Unit Types
    43. Creating Freight Unit–Building Rules
    44. Defining Planning Profiles
    45. Defining Number Range Intervals for Forwarding-Order Management
    46. Defining Forwarding-Order Types
    47. Assigning Item Type to Forwarding-Order Types
    48. Defining Default Freight Document Types for Stages
    49. Defining Number Range Intervals for Schedules
    50. Defining Number Range Intervals for Departures
    51. Defining Schedule Types
    52. Creating Schedules
      1. Precarriage and On-Carriage Schedules
      2. Flight Schedule
      3. Master Flight Schedule
    53. Defining Charge Categories
    54. Defining Charge Subcategories
    55. Defining Charge Types
    56. Defining Scales
    57. Defining Rate Tables
    58. Defining Calculation Sheets
    59. Defining Number Range Intervals for Agreements
    60. Defining Forwarding Agreement Item Types
    61. Defining Forwarding Agreement Types
    62. Defining Freight Agreement Types
    63. Defining Internal Agreement Types
    64. Defining Forwarding Agreements
    65. Defining Freight Agreements
    66. Defining Internal Agreements
    67. Defining Cost Distribution Profiles
    68. Defining Calculation Profiles
    69. Defining Settlement Profiles
    70. Defining General Settings
    71. Defining Default Agreement Party Roles for Stages
      1. SAP ERP Customization Settings for Billing and Invoicing (Settlement Document)
    72. Defining Category Codes
    73. Defining Subcategory Codes
    74. Defining Charge Type
    75. Assigning Condition Types
    76. Assigning Organizational Units for Sales and Distribution
    77. Assigning Service Master Record and Account Assignment Category
    78. Assigning Organizational Units for Purchasing
    79. Capacity Procurement: Freight Booking
    80. Order Management: Forwarding Order
    81. Planning and Subcontracting
    82. Assigning the Forwarding Order to Freight Booking (Capacity Assignment)
    83. Planning for Pickup
    84. Planning for Precarriage
    85. Freight Execution and Monitoring
    86. Pickup Execution
    87. Precarriage Execution
    88. Main Carriage Execution
    89. Processing the Forwarding Order (Import) and Freight Booking (Import)
    90. Planning and Subcontracting (Import)
      1. Planning for On-Carriage
      2. Planning for Delivery
      3. Freight Execution and Monitoring (Import)
      4. Customer Billing and Freight Settlement
      5. Calculating Charges for Billing
      6. Calculating Charges for Invoicing
      7. Billing (Forwarding Settlement)
      8. Invoicing (Freight Settlement)
  21. Index