Understanding Integration in Transportation Management

Learn about the integration of dangerous goods processing in transportation planning.

Transportation Management (TM) integration with the sales order implies two steps to be processed:

1. Freight Unit - representing the demand to transport materials. The freight unit is created automatically from the a sales order based on the assigned shipping condition. This is only processed, in case the shipping condition is defined for integration with TM in the related customizing
2. Freight Order - this is the result of the transport planning. Based on the freight unit, the business role Transportation Planner plans the freight units by assigning these transport demands to concrete freight orders. Freight orders are contracted to freight forwarders or own transport resources.

The dangerous goods check is integrated into the Freight Unit and Freight Order as follows:

• The result of the dangerous goods check is stored in the item status and the header status in the freight unit and freight order.
• The execution of the dangerous goods check is automatically processed by the system and the item and header status are updated.

The dangerous goods check is integrated into the freight unit and freight order as follows.

Warning messages in the log are displayed in the document to inform the transportation planner about any issues when the dangerous goods check has one of the following item statuses:

• Warning - Transport Restricted
• Blocked - Decision Pending
• Blocked - Transport Forbidden
• When the dangerous goods check sets the item status to "Blocked - Decision Pending", a request from logistics is automatically created. If the relevant dangerous good assessments are not released or the regulation situation in a country/region is undefined (there is no entry for a country/region in the "Apply Regulations - Dangerous Goods" app), the dangerous goods expert receives a launchpad notification. From the SAP Fiori launchpad notification, the dangerous good expert can directly navigate to the affected object.
• In case, there are items with status "Blocked - Decision Pending" or "Blocked - Transport Forbidden", this status will be reflected in the header status of the freight unit and freight order and thus will result in the freight unit and freight order being blocked.
• A blocked freight unit is not considered in the TM planning, execution, and invoicing process until the block is removed.
• A blocked freight order can't be finalized. It can not be contracted to a freight forwarder, the subsequent outbound delivery can not be created, and thus goods issue is blocked.

With the activation of the "Dangerous Goods Integration into the Value Chain" business feature in the Customizing, the integration for dangerous goods checks and documents with dangerous goods data is active in:

• Sales
• Delivery
• Purchasing
• Transportation Management with:
  • Freight Unit
  • Freight Order

When you have a sales document with transportation relevance, you process dangerous goods checks in a freight unit and freight order in Transportation Management.

A sales order with transportation relevance is identified by:

• Sales organization
• Distribution channel
• Division
• Sales document type
• Shipping condition

These settings are defined in the Customizing for TM under "Integration".

Keep in mind, that, nevertheless, the "Dangerous Goods Integration into the Value Chain" business feature must be activated as a prerequisite.

Create Sales Order with transportation relevance and follow creation of freight unit.

A sales order with transportation relevance is identified by:

• Sales organization
• Distribution channel
• Division
• Sales document type
• Shipping condition

Upon saving the sales order with transportation relevance, a related freight unit is created automatically.

The "Transportation Planner" role takes care of planning the transport demand, represented by the freight unit.

In the manual transport planning process, the freight unit is assigned to a freight order.

As the first step, you check the freight unit to be planned.

Having the "Transportation Planner" role, you pick up a freight unit in the "Manage Freight Units" app.

Here, you can check the dangerous goods status of a freight unit on header and item level.

Find Freight Unit automatically created from Sales Order to start transportation planning.

The "Transportation Planner" role takes care of planning the transport demand, represented by the freight unit.

Find the freight unit automatically created from sales order to start transportation planning.

In the manual transport planning process, you assign the freight unit to a freight order.

As the first step, you check the freight unit to be planned.

Having the "Transportation Planner" role, you pick up a freight unit in the "Manage Freight Units" app.

Here, you can check the dangerous goods status of a freight unit on header and item level.

Get to know the role "Transportation Planner" managing Freight Orders

The "Transportation Planner" role takes care of planning the transport demand, represented by the freight unit.

In the manual transport planning process, the freight unit is assigned to a freight order manually.

Assign open Freight Unit(s).

The dangerous goods check is processed automatically at saving of the Freight Order.

Finalize Transportation Planning by creating Outbound Delivery from Freight Order.

Having no "Blocked" status, you can now create the subsequent outbound delivery out of the just finished freight order.

In the process flow of the initial sales order, you find the now created outbound delivery, along with the freight unit and freight order being subject to the now successfully finalized transport planning.

You change into the "Shipping Specialist" role and pick up the just created outbound delivery in the "Manage Outbound Deliveries" app for further processing.

Dangerous goods checks are processed based on the TM route planning on the newly created outbound delivery.

You can check the dangerous goods status on item and header level.