Executing Transportation Processes

The transportation execution process (scope item 6W3) deals with the reporting of execution statuses of freight orders and freight bookings. Depending on the context of the base process (e.g. Sell from Stock (BD9)) and mode of transport it involves different steps. Let's start with the most simple process being a sales order delivered by road from the shipping point to the customer. In this case, the transportation execution process would involve the following steps.

In an inbound rail process, the process will involve the following steps.

In general, the execution process can involve multiple pick-up and delivery locations. In an outbound road process, the material may be loaded in multiple shipping points and delivered to different customer locations with the same freight order. Thus, the involved process steps can be executed several times within the same freight order. The same is true for inbound processes. In transportation processes by sea or air, the execution steps can occur in the freight orders (for pick-up and delivery) representing the pre-carriage and on-carriage as well as in the air and ocean freight bookings representing the main stage.

The following interaction is started with the play-button. You can navigate to the different statuses of the freight execution process by clicking on the different dots on the bottom right of the interaction.

Note

You can also skip status settings. If you set a status value, the previous status values are set automatically by the system.

From a transportation management perspective, a freight order execution starts with the departure/checkout of the truck or freight order. You can monitor the execution of a freight order using the Monitor Execution - Freight Orders app. Using this app, you can create deliveries for selected freight orders, change statuses, check-in and check-out freight orders to enable the posting of accruals. In addition, you can revoke the checkout. Furthermore, you can use this app to do the following:

• Search for freight orders using, for example, the assigned carrier or partner reference number

• Select freight orders from a list and check them out to enable accruals posting
• Display freight orders in a detailed view, where you can see additional information such as the individual transportation stages and the events that have already been posted
• Check in/out individual stages of a freight order
• Revoke the checkout of freight orders in the freight order list, as well as in the detailed view for individual stages
• Create deliveries for freight orders, if it has not already been created before
• View the posted events for a freight order on its Execution tab
• Set the status Ready for Warehouse Processing to hand over the responsibility to the warehouse clerks in an inbound process

Watch the simulation Execute Freight Order to learn more about the system-related activities.

ExerciseStart Exercise

You can perform a checkout for freight orders with only one pickup stop, but also to freight orders with several pickup stops. If the last (or only one) pickup stop of the freight order has been checked out, the posting status of this freight order is set to Ready for Confirmation. You can then view the freight order in the Monitor Accrual Postings - Freight Orders app in order to confirm it for the posting of accruals.

You can revoke the checkout as long as the posting status is still set to Ready for Confirmation. If it has already been set to Posted, you can not revoke the checkout with this app anymore. Using the Monitor Accrual Postings - Freight Orders app, you can, however, cancel the posting and reset the status to Ready for Confirmation.

To check out freight orders or revoke the checkout, you have the following options.

If the lifecycle status of the freight order is In Planning, it is set to In Execution after the first pickup stop of the freight order has been checked out. If a delivery has not yet been created for a freight order that you want to check out, you have the option to create deliveries.