ILAP 1.0 Documentation

Transcription

ILAP 1.0 Documentation
Integrated Logistics Add-On Package
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© 2011 Implico GmbH
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© 2011 - implico
GmbH
Date 19.10.2011
Version 1.0
Implico GmbH
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22083 Hamburg
Germany
Phone +49 (0)40/27 09 36-0
Fax
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Contents
1
Integrated Logistics Add-On Package (ILAP)
10
1.1
Introduction ..................................................................................................................10
1.2
ILAP Functions ..............................................................................................................10
1.3
1.3.1
1.3.1.1
1.3.1.2
1.3.2
1.3.3
1.3.4
Requirements ...............................................................................................................10
Implementation.......................................................................................................10
SAP System without IS-Oil .................................................................................10
SAP System with IS-Oil.......................................................................................12
Web Browser ...........................................................................................................13
Menu .......................................................................................................................14
SAP Notes ................................................................................................................15
1.4
Dependencies ...............................................................................................................16
1.5
1.5.1
1.5.2
Field-Related Help Functions ........................................................................................17
Field Help.................................................................................................................17
Input Help ................................................................................................................18
1.6
Authorization Checks ....................................................................................................19
1.7
1.7.1
1.7.2
1.7.3
1.7.4
2
Roles .............................................................................................................................21
Role for Integrated Dispatch Management (IDM) ..................................................21
Role for Sales Action (SA) ........................................................................................21
Role for Continuous Product Replenishment (CPR) Add-on ...................................21
Role for Integrated Petroleum Report (IM) ............................................................22
Integrated Dispatch Management (IDM)
23
2.1
IDM Functions...............................................................................................................23
2.2
2.2.1
2.2.1.1
2.2.1.2
2.2.2
2.2.2.1
2.2.2.2
2.2.2.3
2.2.2.3.1
2.2.2.3.2
2.2.2.3.3
2.2.2.3.4
2.2.2.4
2.2.2.5
2.2.2.6
2.2.2.6.1
2.2.2.7
2.2.2.8
Requirements ...............................................................................................................24
Technical .................................................................................................................24
Server ................................................................................................................24
Road Map ..........................................................................................................24
Master Data.............................................................................................................24
Additional Data for Customers ..........................................................................25
Dispatchers ........................................................................................................25
Business Partners and Business Partner Roles ..................................................25
Role IDMDRV for IDM Driver .......................................................................26
Role IDMTL for IDM Vehicle Depot..............................................................27
Role IDMPL for IDM Plant ............................................................................28
Relationships ...............................................................................................28
Assign Geographical Area of Delivery Zone ......................................................29
Assign Material to MPGI ....................................................................................29
Plant and Contract Determination ....................................................................30
Examples ......................................................................................................31
Mixed Products..................................................................................................33
Equipment and Transport Units ........................................................................34
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2.2.2.8.1
2.2.2.8.1.1
2.2.2.8.2
2.2.2.8.3
2.2.2.8.3.1
2.2.3
2.2.3.1
2.2.3.2
2.2.4
Transport Units as Equipment .....................................................................34
Create Transport Units as Equipment ......................................................34
Equipment Structure ...................................................................................35
Fixed Equipment ..........................................................................................35
Assign Fixed Equipment to Transport Unit ..............................................35
Customizing .............................................................................................................37
Customizing ILAP ...............................................................................................37
Customizing SAP ................................................................................................37
Movement Data ......................................................................................................38
2.3
2.3.1
2.3.2
2.3.3
2.3.4
Technical Basics ............................................................................................................39
Data Retrieval ..........................................................................................................39
User Interface..........................................................................................................40
Shared Memory (SHM)............................................................................................42
Correlations .............................................................................................................43
2.4
2.4.1
2.4.2
2.4.2.1
2.4.2.1.1
2.4.2.1.2
2.4.2.1.3
2.4.2.2
2.4.2.3
2.4.2.4
2.4.2.5
2.4.2.6
2.4.2.7
2.4.3
2.4.4
2.4.5
2.4.5.1
2.4.5.1.1
2.4.5.1.2
2.4.5.1.3
2.4.5.2
2.4.5.2.1
2.4.5.2.2
2.4.5.3
2.4.5.4
2.4.5.4.1
2.4.5.5
2.4.6
2.4.6.1
2.4.6.2
2.4.6.2.1
2.4.6.2.1.1
2.4.6.2.1.2
2.4.6.2.1.3
Trip Planning .................................................................................................................47
Functions .................................................................................................................47
Screen Layout for Trip Planning ..............................................................................48
Layout ................................................................................................................49
Symbols........................................................................................................49
Context Menu ..............................................................................................49
Quick Info.....................................................................................................49
General Messages .............................................................................................50
Road Map ..........................................................................................................51
Gantt Chart ........................................................................................................51
Grids ..................................................................................................................51
Vehicle Component ...........................................................................................51
Resources ..........................................................................................................52
Determine Parameters ............................................................................................53
Deleting Planned Trips ............................................................................................56
Road Map ................................................................................................................57
Symbols .............................................................................................................57
Item..............................................................................................................57
Plant .............................................................................................................59
Vehicle Depot ..............................................................................................59
Route .................................................................................................................60
Example TU View .........................................................................................60
Example Driver View....................................................................................63
Navigation .........................................................................................................66
Status Display for Items .....................................................................................67
Example .......................................................................................................68
Scale Layer .........................................................................................................70
Gantt Chart ..............................................................................................................71
Time Scale and Zoom ........................................................................................72
Display Options..................................................................................................75
Trip ...............................................................................................................77
Header Area .............................................................................................77
Context Menu ..........................................................................................79
Quick Info .................................................................................................80
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2.4.6.2.1.4
2.4.6.2.1.5
2.4.6.2.1.6
2.4.6.2.1.7
2.4.6.2.1.8
2.4.6.2.1.9
2.4.6.2.2
2.4.6.2.2.1
2.4.6.2.3
2.4.6.2.4
2.4.6.2.4.1
2.4.6.2.4.2
2.4.6.2.4.3
2.4.6.3
2.4.6.4
2.4.6.4.1
2.4.6.4.2
2.4.7
2.4.7.1
2.4.7.2
2.4.7.2.1
2.4.7.3
2.4.7.3.1
2.4.7.4
2.4.8
2.4.8.1
2.4.8.1.1
2.4.8.1.1.1
2.4.8.2
2.4.8.3
2.4.8.4
2.4.9
2.4.9.1
2.4.9.2
2.4.10
2.4.10.1
2.4.10.1.1
2.4.10.1.2
2.4.10.1.3
2.4.10.1.4
2.4.10.1.5
2.4.10.2
2.4.10.2.1
2.4.10.2.2
2.4.10.3
2.4.10.3.1
2.4.10.3.2
2.4.10.3.3
2.4.10.4
Loading Transfer.......................................................................................81
Views ........................................................................................................81
Create Trip................................................................................................82
Move Trip .................................................................................................82
Move Trip Vertically .................................................................................82
Move Trip Horizontally.............................................................................83
Item..............................................................................................................83
Move Item ................................................................................................83
Activity .........................................................................................................83
Group ...........................................................................................................84
Context Menu ..........................................................................................86
Quick Info .................................................................................................86
Move Group .............................................................................................87
Messages in the Gantt Chart .............................................................................88
Create Trip .........................................................................................................89
Road Map.....................................................................................................89
Grid ..............................................................................................................91
Grids ........................................................................................................................92
Loading Plants and Contracts ............................................................................92
Loading Overview in Vehicle .............................................................................93
Change Item Quantity..................................................................................94
Unloadings .........................................................................................................95
Filter .............................................................................................................97
Sorting ...............................................................................................................99
Overview of Status Display for Items ....................................................................100
Changed Item ..................................................................................................100
Transferring a Change................................................................................100
Example ..................................................................................................100
Deleted Item ....................................................................................................103
New Item .........................................................................................................104
Summary .........................................................................................................105
Resources ..............................................................................................................106
Process Flow ....................................................................................................107
Equipment .......................................................................................................108
Vehicle Component ...............................................................................................110
Accordion Menu ..............................................................................................111
Worklist......................................................................................................111
Driver .........................................................................................................113
Transport Units ..........................................................................................114
Equipment .................................................................................................115
KPI ..............................................................................................................116
Quantity Control ..............................................................................................117
Transport Unit ...........................................................................................117
Loading Unit...............................................................................................120
Graphics for the Transport Unit ......................................................................121
Change Transport Unit ..............................................................................121
Text Information ........................................................................................122
Context Menu ............................................................................................123
Graphics for the Loading Units ........................................................................124
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2.4.10.4.1
2.4.10.4.2
2.4.10.4.3
2.4.10.4.4
2.4.10.4.5
2.4.10.5
2.4.10.5.1
2.4.11
2.4.11.1
2.4.11.2
2.4.12
2.4.13
2.4.14
2.4.15
2.4.15.1
2.4.15.1.1
2.4.15.1.2
Loading Unit...............................................................................................124
Transport Unit ...........................................................................................125
Material Selection......................................................................................126
Mixed Product ...........................................................................................127
Overloading ...............................................................................................129
Process Flow ....................................................................................................130
Fill Loading Units and/or Vehicle ...............................................................132
Views .....................................................................................................................134
Driver View ......................................................................................................134
TU View ...........................................................................................................136
Select Driver or Transport Unit .............................................................................136
Search ....................................................................................................................137
Transportation Report...........................................................................................138
Notes .....................................................................................................................141
Generate Notes ...............................................................................................141
OGSD Note Application .............................................................................141
Standard ....................................................................................................142
2.5
2.5.1
2.5.2
2.5.3
2.5.3.1
2.5.3.2
2.5.3.3
2.5.3.4
2.5.3.5
2.5.3.6
2.5.4
2.5.4.1
2.5.4.2
2.5.4.3
2.5.4.4
2.5.4.5
2.5.4.6
2.5.5
Combination Groups...................................................................................................143
Requirements ........................................................................................................144
Screen Layout ........................................................................................................144
Process Flow ..........................................................................................................146
Create Combination Group .............................................................................146
Add Object to Group .......................................................................................148
Delete Object...................................................................................................148
Delete Combination Group .............................................................................148
Create Indicator ...............................................................................................148
Delete Indicator ...............................................................................................149
Functions ...............................................................................................................149
Sorting .............................................................................................................149
Filtering............................................................................................................150
Processing Status .............................................................................................151
Navigation .......................................................................................................151
Entries..............................................................................................................152
Locking .............................................................................................................152
Example .................................................................................................................152
2.6
2.6.1
2.6.2
2.6.3
2.6.3.1
2.6.3.2
2.6.3.3
2.6.3.3.1
2.6.3.3.2
2.6.3.3.3
2.6.3.4
2.6.3.4.1
2.6.3.4.1.1
Reconciliation (RC) ......................................................................................................153
Requirements ........................................................................................................153
Screen Layout ........................................................................................................153
Functions ...............................................................................................................154
Header Area.....................................................................................................154
Additional Function .........................................................................................155
Search ..............................................................................................................157
Trips ...........................................................................................................157
Loadings .....................................................................................................159
Documents.................................................................................................161
Header Data.....................................................................................................162
Overview ....................................................................................................162
Trip Number ...........................................................................................162
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2.6.3.4.1.2
Header Status .........................................................................................162
2.6.3.4.1.3
Group Number .......................................................................................163
2.6.3.4.2
Delivery Date .............................................................................................163
2.6.3.4.3
Administration ...........................................................................................163
2.6.3.5
Item Data .........................................................................................................164
2.6.3.5.1
Items ..........................................................................................................164
2.6.3.5.1.1
Editing Functions ....................................................................................165
2.6.3.5.2
Remaining Quantities ................................................................................166
2.6.3.5.3
Material Movements .................................................................................166
2.6.3.5.4
Activities ....................................................................................................167
2.6.3.5.4.1
Editing Functions ....................................................................................167
2.6.4
Process Flow ..........................................................................................................169
3
Dashboard (DB)
170
3.1
Requirements .............................................................................................................170
3.2
Screen Layout .............................................................................................................171
3.3
Functions ....................................................................................................................172
3.4
3.4.1
3.4.1.1
3.4.1.2
3.4.1.3
3.4.1.4
3.4.1.5
4
Pie Chart .....................................................................................................................173
Display Options .....................................................................................................173
callout ..............................................................................................................174
inside ...............................................................................................................175
inside with callout ...........................................................................................176
none.................................................................................................................177
outside .............................................................................................................179
Sales Action (SA)
180
4.1
Function ......................................................................................................................180
4.2
Requirements .............................................................................................................180
4.3
4.3.1
4.3.2
Create Action Document ............................................................................................181
Change Action Documents or Enter Order Data ...................................................184
Generate Orders....................................................................................................185
4.4
Status ..........................................................................................................................185
4.5
General Functions .......................................................................................................186
4.6
4.6.1
5
Evaluation ...................................................................................................................187
Process Flow ..........................................................................................................187
Continuous Product Replenishment (CPR) with Add-on
190
5.1
5.1.1
5.1.2
5.1.3
5.1.4
5.1.5
5.1.6
Structure of Application..............................................................................................190
Main Procedure.....................................................................................................190
Analysis Projects....................................................................................................190
Storage Objects to Be Monitored .........................................................................190
Generating Result Lists with Replenishment Algorithms ......................................190
Executing Processes Based on the Result Lists .....................................................191
Integrating into Batch Jobs ...................................................................................191
5.2
5.2.1
Purpose .......................................................................................................................191
Features.................................................................................................................191
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5.2.1.1
5.2.1.2
5.2.1.3
General Features .............................................................................................191
Features of Product Replenishment Regarding Consumption Forecast .........192
Product Replenishment Features Using Fixed Cycles .....................................192
5.3
Requirements .............................................................................................................194
5.4
5.4.1
CPR Screen Layout ......................................................................................................195
Processes ...............................................................................................................196
5.5
5.5.1
Conducting an Analysis ...............................................................................................196
Procedure ..............................................................................................................196
5.6
5.6.1
Define Regional Structures .........................................................................................202
Use.........................................................................................................................202
5.7
5.7.1
Define Default Groups ................................................................................................202
Use.........................................................................................................................202
5.8
5.8.1
5.8.2
Enter Weather Data ....................................................................................................204
Use.........................................................................................................................204
Example .................................................................................................................204
5.9
5.9.1
Edit Stocks...................................................................................................................205
Use.........................................................................................................................205
5.10
5.10.1
Delete Stocks ..............................................................................................................206
Use.........................................................................................................................206
5.11
5.11.1
Display Change Documents ........................................................................................206
Use.........................................................................................................................206
5.12
5.12.1
5.12.2
Process Job Variants ...................................................................................................207
Use.........................................................................................................................207
Procedure ..............................................................................................................207
5.13
5.13.1
5.13.2
5.13.2.1
5.13.2.2
6
Display Adjustments of Consumption Factors............................................................208
Use.........................................................................................................................208
Example .................................................................................................................209
A. Fill Level Left in Storage Object After Delivery............................................209
B. Minimum Interval for Previous Delivery in Calendar Days .........................210
Integrated Petroleum Report (IM)
211
6.1
Function ......................................................................................................................211
6.2
Requirements .............................................................................................................212
6.3
7
Process Flow ...............................................................................................................213
Geographical Data
217
7.1
8
Process Flow ...............................................................................................................217
Glossary
220
8.1
8.1.1
D ..................................................................................................................................220
Delivery Zone (DZ) .................................................................................................220
8.2
8.2.1
L ..................................................................................................................................221
Loading Unit ..........................................................................................................221
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8.3
8.3.1
M .................................................................................................................................221
Material Planning Group Indicator (MPGI) ...........................................................221
8.4
8.4.1
T ..................................................................................................................................221
Trip Category .........................................................................................................221
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1
Integrated Logistics Add-On Package (ILAP)
This document describes the functions of ILAP 1.0. The functions and process flows are described
using the delivered settings.
You can also find this document under http://help.implico.com
If you started Trip Planning or Reconciliation using the Web browser, then you can use the F1 key to
open the Help Center. There you will find a link to this documentation under Worth Knowing.
Some of the components will be displayed in a Web browser. The figures referring to this were come
from the Microsoft Internet Explorer. The presentation can vary in other Web browsers.
You can find further information and documentation such as an installation guide, release
information, a master guide, support packages and useful links under http://help.implico.com
1.1
Introduction
You use ILAP for compiling your delivery tours. You can account for the actual data after delivery. Key
figures can be displayed in a dashboard.
The functions can be executed alone or as a supplement for Oil&Gas Secondary Distribution (OGSD).
Since tours are created per drag and drop in Trip Planning, ILAP does not conform to
the Accessibility Guidelines.
1.2
ILAP Functions
o
o
o
o
o
o
1.3
Dashboard (DB)
Sales Action (SA)
Geographical Data
Requirements
1.3.1 Implementation
1.3.1.1 SAP System without IS-Oil
You can integrate ILAP 1.0 on any SAP ECC 6.0 EhP4 system.
Afterwards, you can use the following functions:
o
o
Trip Planning
Dashboard (DB)
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The following figure illustrates this correlation:
Existing System:
SAP ECC 6.0 EhP 4
(Without Oil&Gas)
Implementation of ILAP 1.0
ILAP Functions:
Trip Planning
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1.3.1.2 SAP System with IS-Oil
If you are implementing ILAP 1.0 on an SAP ECC 6.0 EhP4 System with IS-Oil, the Trip Planning and
Dashboard ILAP functions will be available to you.
Further functions are available with OGSD 6.1 SP5. For this purpose, the following IS-OIL Business
Functions of IS-OIL must be activated using transaction SFW5:
o
o
BUSINESS_FUNCTION_BASIS_COM
COMMODITY_MGMT_&_BULK_LOGISTIC
You will also require an additional transport for installing ILAP 1.0 if you have OGSD 6.1 SP4 installed.
For this purpose, open a customer message under the component XX-PART-ICO-LAP and refer to SAP
Note No. 1571889 with the short text OGSD/ILAP corrections of Switch Framework conflicts.
For OGSD 6.1 with SP4, you can use the following functions in addition:
o
o
o
o
o
Reconciliation (RC)
CPR with Add-on
Sales Action (SA)
Combination Groups
Beforehand, you must activate the following additional Enterprise Business Functions using
transaction SFW5:
o
o
o
/OTAS/BF_IDM
/OTAS/BF_CPR
/OTAS/BF_OILENH
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for the CPR Add-on
for Sales Action and Integrated Petroleum Report (IM)
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The following figure illustrates this correlation:
Existing System:
SAP ECC 6.0 EhP 4 (With Oil&Gas)
Implementation of ILAP 1.0
Usable ILAP Functions:
Trip Planning
SP4
Correction with
Transport
Dashboard
Implementation of OGSD 6.1
SP5
Activation of Business Function
COMMODITY_MGMT_&_BULK_LOGISTIC
BUSINESS_FUNCTION_BASIS_COM
Activation of Enterprise Business Function
/OTAS/BF_IDM
/OTAS/BF_CPR
/OTAS/BF_OILENH
Additional Usable ILAP Functions:
Reconciliation
CPR with Add-On
Sales Action
Combination Groups
Integrated Petroleum Report(IM)
1.3.2 Web Browser
An installation of one of the following Web browsers with the Flash Player is required for displaying
the Web Dynpro components:
Web Browser
Version
Microsoft Internet Explorer
8
Mozilla Firefox
3.6
Apple Safari
5
Currently, it is not possible to use more than one Web browser at the same time.
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The Internet Explorer may only be viewed at a zoom level of 100%. Refer to SAP Note
No. 1496565 with the short text Zooming in IE7 and IE8 leads to rendering errors.
1.3.3 Menu
You have configured the area menu /OTAS/MOM_XX.
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1.3.4 SAP Notes
Refer to these SAP notes:
Note Number
Short Text
With Reference to Note
1567707
ILAP: Reference to unique features
for usage
1496565
Zooming in IE7 and IE8 leads to
rendering errors
1525604
Error message DH 806 in F4 for sel.
option in F4-Control
1494505
Geocoding: Performance Improvement
when Accessing DB
1590749
ILAP: Composite SAP note for
assigned notes
1588911
Microsoft Excel file for Integrated
Petroleum Report
1572407
Implementation of interface for IDM
reconciliation
1600289
ILAP 1.0 Installation on SAP ECC 600
1571889
OGSD/ILAP corrections of Switch
Framework conflicts
1063178
Calendar definition differs from ISO
8601
959327
QCI - Quantity Conversion Interface Overview
619060
QCI: New RFC server installation
guide
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1.4
Dependencies
It is recommended that you use the corresponding authorizations to insure that the functions Trip
Planning and Reconciliation can only be started using either the Web browser or the GUI.
If it is necessary for a dispatcher be able to logon to different systems simultaneously in Trip Planning
or Reconciliation, you must make the appropriate settings in transaction STRUSTSSO2 Trust Manager
for Single Sign-On with Logon Ticket.
In the following cases, no dispatcher may be logged on in the affected top delivery zone since this
would lead to inconsistencies in connection with shared memory:
o
o
o
o
o
Shift of the planned time slot in the trip planning
Update of the master data
Execution of the report Delete Planned Trips (/IDM/TR_DEL_TRIP)
Import of transports that affect IDM
Changes to DDIC that affect IDM
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1.5
Field-Related Help Functions
Different field-related help will be displayed depending on whether an application is started using a
browser or a GUI, and whether it is a Web Dynpro application.
1.5.1 Field Help
The following table displays the field-related helps for field help:
Application
Reconciliation (RC) in
GUI
Browser
CTRL + F1 or Context
menu More Field
Help
F1
No Help
Help Center
Creation of
individual help
possible
No Help
Field documentation
Link to ILAP
document
Parameter für TripPlanung in GUI
Parameter für TripPlanung in Browser
Context Menu Quick
Help
Technical information
about the UI will be
displayed when no
field documentation
exists.
No Help
Help Center
Creation of
individual help
possible
Field name is
underlined in green.
Help text is displayed
on mouseover.
Link to ILAP
document
Combination Groups
No Help
No Help
Trip Planning
No Help
Dashboard
Integrated Petroleum
Report (IM)
Sales Action (SA)
Field help by pressing F1 function key
CPR with Add-on
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1.5.2 Input Help
The following table displays the field-related helps for input help:
Application
F4
GUI
No Help
Browser
Input Help
CTRL + F4
Input Help
Parameter für TripPlanung in GUI
No Help
Parameter für TripPlanung in Browser
Input Help
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1.6
Authorization Checks
The following authorization checks exist:
Authorization
Object
Name
Authorization Fields
Used in
/IDM/TR001
IDM
Authorization
/IDM/TDLVZ
Top Delivery Zone
Class:
/IDM/TR_CL_ACT01_OWN_0030
/IDM/TRTYP
Trip Type
Event Method:
AUTH_CHECK_0001
ACTVT
Activity
02, 03
/IDM/TR002
IDM Business
Partner Master
Data
/IDM/ROLL
BP Role
Program:
/IDM/LTR_BP_MISCU04
ACTVT
Activity
Function Module:
/IDM/TR_BP_AUTH
01, 02, 03, 06
/IDM/TR003
IDM Geographical
Services
/IDM/PROD
Product Name
Class:
/IDM/MSCL_GEOSERVICE
/IDM/SERV
Service Name
Methods:
LOCATE
SIMPLE_ROUTE
OPTIMIZE_ROUTE
/IDM/TR004
Reporting in IDM
/IDM/REP
Reports:
ABAP-Program Name /IDM/RC_DELETE_POSTED_TRIPS
/IDM/TR_DELETE_TRIPS
/IDM/TDLVZ
/IDM/TR_NAST_PLANT_DATA
Top Delivery Zone
/IDM/TR_NAST_REFRESH
/IDM/RC001
IDM
Reconciliation
/IDM/TRTYP
Trip Category
ACTVT
Activity
Event Methods:
SEARCH_TRIPS_0001
SWITCH_MODE_0001
01 ,02 ,03 ,06
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/OTAS/GPS1
/OTAS/SAST
Activity Document
Status
Sales Action
ACTVT
Activity
Program:
/OTAS/LSA_AP02F01
/OTAS/LSA_AP02F03
/OTAS/SA_EVALUATION
01, 02, 03, 06, 10
OTAS:
Authorizations for
Method Editor
/OTAS/EVT
/OTAS/APPL
Application
Program:
/OTAS/LRS_OO_EVT_METHODS10F01
ACTVT
Activity
01, 02, 03, 06, 16,
63, H1
Activities:
01
Add or Generate
02
Change
03
Display
06
Delete
10
Post
16
Execute
63
Activate
H1
Deactivate
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1.7
Roles
The following table is an overview of the roles available in ILAP:
Single Roles
Description
/OTAS/IDM
/OTAS/VA
Sales Action (SA)
/OTAS/CPR
/OTAS/IM
A menu with transactions for the roles is included, but without authorizations. You must assign the
authorizations manually.
1.7.1 Role for Integrated Dispatch Management (IDM)
The role is composed of the following tasks:
o
o
o
o
o
Conduct Trip Planning
Create Combination Groups
Execute Reconciliation
Execute Dashboard
Edit Geographical Data
o Maintain Master Data
Only the transaction type Display can be executed in the standard system.
1.7.2 Role for Sales Action (SA)
o
o
Create Sales Action
Evaluate Sales Action
1.7.3 Role for Continuous Product Replenishment (CPR) with Add-on
o
o
Conduct Continuous Product Replenishment
Maintain Master Data
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1.7.4 Role for Integrated Petroleum Report (IM)
o
o
Formatting Data for IM
Create the IM
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2
2.1
IDM Functions
Different functions are available to you in this application for planning your outbound delivery tours
and reconciling data about quantities after the outbound delivery tours have been completed.
o
o
o
Trip Planning
 Road Map
 Gantt Chart
 Grids
 Vehicle Components
 Resource Planning
Combination Groups
Reconciliation (RC)
Drag and drop is used for putting tours together in trip planning.
Combination groups can be formed so that the system can check whether certain requirements for
outbound delivery have been fulfilled during trip planning.
Using reconciliation, you enter the data that resulted after the outbound deliveries were completed
into to the system.
The Trip Planning and Reconciliation functions can be started and run directly in the system or
started in the system and run in a Web browser.
You can print a transportation report for the driver.
You can display the information of the trips graphically in a Dashboard (DB).
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2.2
Requirements
There are various prerequisites for being able to execute the ILAP functions.
2.2.1 Technical
2.2.1.1 Server
You must ensure that all users in a top delivery zone can only work on one application server and,
therefore, in one shared memory. Otherwise, data inconsistencies will result.
Further information is available here:
http://help.sap.com/saphelp_nw04/helpdata/en/c4/3a64b4505211d189550000e829fbbd/fra
meset.htm
2.2.1.2 Road Map
The xServer from PTV AG is supported using map data from the companies Navteq or TeleAtlas.
You have
o
o
installed road map data
installed the file crossdomain.xml into the xMap directories under \xmap\webapps\ROOT if
it does not already exist. This file enables the Flex application to access the map server. The
contents can appear as follows:
<?xml version="1.0" ?>
<cross-domain-policy>
<allow-access-from domain="*" />
</cross-domain-policy>
o
For the services LOCATE, SEQUENCE and ROUTE and their proxy classes, logical ports have
been created using the transaction SOAMANAGER. The service name must be contained in
the naming of the logical port, for example, for LOCATE: /IDM/CO_PXL1XLOCATE_WS.
2.2.2 Master Data
Input is required for some master data and optional for others.
Master data is subject to a usage check. If master data such as equipment, transport units and
vehicle depots, for example, are used in a trip, they cannot be flagged for deletion, deleted or
archived or released from an assignment, for example, equipment to a transport unit.
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2.2.2.1 Additional Data for Customers
In transaction VD02 under Additional Data ILAP, you can enter additional data for customers in the
following tabs:
o Geocoordinates
You can also use the Locate Addresses report to automatically locate the geocoordinates. You
will find this in the ILAP menu under Geographical Data.
o Delivery Zone
Delivery zones can also be determined using the master data table Assign Geographical Area to
Delivery Zone. There, the delivery zone is assigned by country, region and postal code. You will
find it in the ILAP menu under Integrated Dispatch Management (IDM) -> Master Data.
2.2.2.2 Dispatchers
You have created the dispatchers in the ILAP menu under Integrated Dispatch Management (IDM) ->
Administration -> Create Dispatcher.
2.2.2.3 Business Partners and Business Partner Roles
Using the transaction BP, you must create the driver as a person and the plants, vehicle depots and
carriers as organizations.
For this, IDM business partner roles can be found in the SAP Customizing of the Cross-Application
Components under SAP Business Partner -> Business Partner -> Basic Settings -> Business Partner
Roles -> Define BP Roles. IDM business partner roles are provided in the standard version.
In the BP transaction, you must enter the required data or assign objects for the business partners in
the following IDM roles.
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2.2.2.3.1 Role IDMDRV for IDM Driver
Tab Page
Address
Enter or Assign
o
o
Name
Language (Optional)
The language setting determines which language the
transportation report will be printed in. Refer to the
transportation report section for details.
Driver
o
o
o
o
Licenses (Optional)*
Availability (Optional)*
Vehicle Depots. Refer to the activate vehicle depot section for
details.
Default Assignment for TU and Equipment (Optional)
Refer to the default assignment section for details.
*Values for licensing and availability are only required if you check this data during trip planning. In
order to check licensing, you must create a corresponding method. You can activate the driver
availability check in the Customizing of ILAP under Integrated Dispatch Management (IDM) -> Trip
Planning -> General Settings -> Define General Parameters.
Activate vehicle depot:
The Active field in the Vehicle Depot group box will cause the drivers in sub delivery zones who are
assigned to this vehicle depot to be displayed in the driver view of Trip Planning.
Default Assignment:
You can assign a default transport unit with a tractor to the driver after you have activated one or
more vehicle depots. You can assign other transport units to the driver.
When you assign a trip to a driver, the driver's standard transport unit will automatically be assigned
to the trip. If no default transport unit is assigned, No TU
will be displayed in the
header area. If you assign a trip to a transport unit that is not a default transport unit for a driver,
then No Driver
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2.2.2.3.2 Role IDMTL for IDM Vehicle Depot
Tab Page
Address
Enter or Assign
o
o
o
o
Name
Street Address
Geographical Coordinates
Delivery Zone
You can assign the VD to several DZs that have the same TDZ.
Transport Units
o
Transport Units
If applicable, Deleted
will be displayed in the Status column.
In that case, the TU has been flagged for deletion.
In the Handling Type column, you can select whether only one or
several orders per Loading Unit will be allowed for the selected
quantity control.
The type of quantity control is selected in the Control column.
The quantity control can be conducted by Loading Unit or
transport unit.
To display the equipment of a TU, select its corresponding row in
the Transport Units group box, then select the Equipment for
Transport Unit
pushbutton and group box title will
change to match the selection Equipment of TU <NAME>.
Equipment
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Equipment for TU (Fixed)
o
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2.2.2.3.3 Role IDMPL for IDM Plant
Tab Page
Address
Enter or Assign
o
o
o
Name
Street Address
Geographical Coordinates
You can also use the Locate Addresses report to enter the
geographical coordinates. This is located in the ILAP menu under
Geographical Data.
Plant
o
Delivery Zone
o
Plant
2.2.2.3.4 Relationships
You can setup a relationship for a driver to a forwarding agent.
Use the Relationships
pushbutton to create the assignment of a driver to a
forwarding agent and select Is Driver for as the relationship category. Select the Has Driver
relationship category when you are assigning the forwarding agent to a driver.
The relationship category required for this relationship assignment is IDMFWA Driver Relationship
which is supplied in the standard version and was created with transaction BUBA.
When a driver belongs to a carrier, it is assumed that the driver's vehicle also belongs to the carrier.
Remaining quantities on this vehicle will not be posted to own storage in Reconciliation.
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2.2.2.4 Assign Geographical Area of Delivery Zone
No settings are necessary here if you already assigned the customer a delivery zone in the Delivery
Zone tab under Additional Data ILAP using transaction VD02.
Otherwise, you can assign a certain geographical area to a delivery zone from the ILAP menu under
Integrated Dispatch Management (IDM) -> Master Data -> Assign Geographical Area to Delivery
Zone.
This makes it possible for you to assign customers to a delivery zone when their postal code fits into
a corresponding postal code range.
In the Customizing of ILAP under Integrated Dispatch Management (IDM) -> Trip Planning -> General
Settings -> Define General Parameters, you can determine the sequence for determining the delivery
zone assignment if you are using both possibilities.
This requires that you have defined the delivery zones in the in the Customizing of ILAP under
Integrated Dispatch Management (IDM) -> Trip Planning -> Trip and Item Categories and Delivery
Zones -> Define Delivery Zones.
2.2.2.5 Assign Material to MPGI
You must assign a material to an MPGI from the ILAP menu under Integrated Dispatch Management
(IDM) -> Master Data -> Assign Material to Material Planning Group Indicator.
You assign the MPGI to a delivery zone in the Customizing of ILAP under Integrated Dispatch
Management (IDM) -> Trip Planning -> Trip and Item Categories and Delivery Zones -> Define Delivery
Zones.
The prerequisite is that you have defined the MPGI in the Customizing of ILAP under Integrated
Dispatch Management (IDM) -> Trip Planning -> General Settings -> Define Material Planning Group
Indicators.
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2.2.2.6 Plant and Contract Determination
These settings are optional.
In the standard system, the plant and contract from the sales order is always used.
If you want to change this standard procedure, you must set a new determination from the ILAP
menu under Integrated Dispatch Management (IDM) -> Master Data -> Set Plant and Contract
Determination.
The following figure illustrates an example process flow for the plant determination. Contract
determination is conducted in the same way.
Sales Order
with Plant
Setting in
Plant
Determina
tion
Sales Order
with
Plant/Contract
Manually
selected Plant
Yes
No
Setting in
Plant
Determina
tion
No
Plant from
Sales Order
Setting of Plant
Determination
Manually
Assigned Plant
Plant from
Contract
When a mixed product is involved, the plant and contract determination is processed for each
loading-relevant material in the mixed product.
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2.2.2.6.1 Examples
Case 1:
A sales order with reference to a contract was selected together with a plant using the connection
tool on the road map.
o
o
o
o
The plant selected on the road map has priority.
The contract in the sales order will be ignored.
Using the outbound delivery material (the material to be delivered to the customer) from the
sales order and the selected plant, loading-relevant materials are determined in the "Mixed
Products" table.
For each loading material, the corresponding loading plant and, if applicable, contract will be
determined from the "Plant and Contract Determination" table.
Case 2:
A sales order with reference to a contract was selected without a plant on the road map.
o
o
o
The plant from the contract will be used.
The target plant or contract is determined for all loading-relevant materials from the "Plant and
Contract Determination" table.
The contract is included when the loading material corresponds to the material in the contract. If
this is not the case, a warning is output, but the „Automatic Loading“ process will continue.
Case 3:
A sales order was selected together with a plant using the connection tool on the road map.
o
o
o
The plant selected on the road map has priority.
The plant from the sales order will be ignored.
Case 4:
A sales order was selected on the road map.
o
o
The plant from the sales order will be used.
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All of the cases described above are scenarios for the determination of loading materials based on
outbound delivery material. However, the function module for the material movement can also be
used for the following purposes:
o
o
Based on the "Material in Vehicle", the loading material(s) can be determined. This excludes the
steps for the determination of the "Material in Vehicle" and continues from the point where the
loading material is determined (see Case 1).
Based on the loading material, the "Material in Vehicle" can be determined. Here, the data for
the "Material in Vehicle" is taken from the loading material rather than conducting an actual
determination.
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2.2.2.7 Mixed Products
If you use mixed products, you must define them from the ILAP menu under Integrated Dispatch
Management (IDM) -> Master Data -> Define Mixed Products. You can only mix materials that have
the same Material Planning Group Indicator (MPGI).
The loading-relevant materials for the plant and contract determination are determined in this table.
For each material in the sales order, there may be only one "Outbound Delivery Material" or,
respectively, one "Material in Vehicle". If more than one entry is found, an error will be output and
the "Automatic Loading" process will be canceled in the trip planning.
The following figure illustrates the determination of the loading-relevant materials:
Material in
Order*
No
Material in Order Will Be Loaded
Yes
ODM (-) Is
Reclassified Product
No
Material Entries from Material in
Vehicle (=) to „Allocation “ Will Be
Loaded
Yes
Material Entries from Reclassified Outbound
Deliver Material in the „Allocation“ Will Be
Determined
Entry for MiV in
„Mixed Products“
* Per Plant and Delivery Zone
No
Yes
Material Entries from Material in
Vehicle (=) to „Allocation“ Will Be
Loaded
ODM = Outbound Delivery Material
MiV = Material in Vehicle
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Loading-Relevant Materials
for Following Plant and Contract Determination
Entry in
„Mixed
Products“
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2.2.2.8 Equipment and Transport Units
You must create the transport units and loading units as equipment and assign the loading units to
the TU.
You can assign further Fixed Equipment to the transport unit.
2.2.2.8.1 Transport Units as Equipment
You must create the transport units and loading units as equipment.
A prerequisite is that you have made the necessary Customizing for Plant Maintenance and Customer
Service.
2.2.2.8.1.1 Create Transport Units as Equipment
1. Select Create Equipment from the SAP Easy Access Main Menu screen under SAP menu ->
ILAP -> Integrated Dispatch Management (IDM) -> Master Data -> Equipment and Transport
Units. The Create Equipment screen will appear. Initial Screen.
2. Enter the name and category for the equipment and select Continue. The Create Equipment
screen will appear. General Data.
3. Enter a description and an object type and select Continue. Additional tabs for Vehicle ID /
Measurements and Vehicle Technology will be displayed. Moreover, the Object Type field is
now named Vehicle Type.
4. Select the Vehicle ID / Measmnts tab.
5. Enter the Volume unit and select Save.
If you are working with OGSD Data Collation, you must enter the name of the vehicle
from data collation into the Key number field on the Vehicle Technology tab.
2.2.2.8.1.1.1 Create Loading Unit as Equipment and Assign to Transport Unit
1. Select Create Equipment from the SAP Easy Access Main Menu screen under SAP menu ->
ILAP -> Integrated Dispatch Management (IDM) -> Master Data -> Equipment and Transport
Units. The Create Equipment screen will appear. Initial Screen.
2. Enter the name and category for the equipment and select Continue. The Create Equipment
screen will appear. General Data.
3. Enter a description and an object type and select Continue. Additional tabs for Vehicle ID /
Measurements and Vehicle Technology will be displayed. Moreover, the Object Type field is
now named Vehicle Type.
4. Select the Vehicle ID / Measmnts tab.
5. Enter the loading volume and select Continue.
6. Select the menu entry Structure -> Change InstallLoc … the dialogue box for <System>
Change Equipment Installation Location will appear.
7. Enter the Superordinate Equipment which is the transport unit and its Position and select
Confirm.
8. Select Save.
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2.2.2.8.2 Equipment Structure
The entry for Display Equipment Structure is located in the ILAP menu under Integrated Dispatch
management (IDM) -> Master Data -> Equipment and Transport Units.
You can also access this structure from the screens for Create / Display and Change Equipment. From
within the General Data tab, select the menu Structure -> Structure graphic.
2.2.2.8.3 Fixed Equipment
If you use fixed equipment, you must edit it using the Change Equipment entry from the ILAP menu
under Integrated Dispatch Management (IDM) -> Master Data -> Equipment and Transport Units and
then assign it to a transport unit using Assign Fixed Equipment to Transport Unit.
2.2.2.8.3.1 Assign Fixed Equipment to Transport Unit
You assign fixed equipment to a transport unit from the ILAP menu under Integrated Dispatch
Management (IDM) -> Master Data -> Equipment and Transport Units -> Assign Fixed Equipment to
Transport Unit.
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2.2.2.8.3.1.1 Status
Different statuses are possible for the equipment.
Symbol
Meaning
Equipment was flagged for deletion.
It will not be displayed in the resource overview.
Temporary error while reading equipment
Equipment is inactive.
Equipment does not exist.
Equipment category is invalid.
Assignment is possible, but it will not be displayed in the resource overview.
Without
Assigned to higher-level equipment (when equipment is hierarchically
structured)
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2.2.3 Customizing
2.2.3.1 Customizing ILAP
You have made the appropriate settings in the Customizing of ILAP.
IDM works with delivery zones (DZ) and material planning group indicators (MPGI). If you are using
OGSD and want to use IDM, you must perform the changeover to IDM in the Customizing of OGSD
under Sales -> Telephone Sales -> System Adjustment -> Business Add-Ins -> Business Add-In for New
Pre-Scheduling.
2.2.3.2 Customizing SAP
Because the transport units are created as equipment, the following settings must be performed in
the Customizing of SAP under SAP Customizing Implementation Guide -> Plant Maintenance and
Customer Service -> Master Data in Plant Maintenance and Customer Service -> Technical Objects.
Under Equipment -> Equipment Categories -> Maintain Equipment Category.
Here you must create two equipment categories for transport units and compartments. The
descriptions are freely selectable and the category can also be freely selected using letters that are
not yet being used. Set the C indicator for Equipment Category with Change Documents so that
changes can be displayed later.
Under General Data -> Define Types of Technical Objects.
Here you define your technical objects, such as for example tractors, trailers and so on.
Under Settings for Fleet Management -> Assign View Profile and Equipment Categories to Fleet
Object Types.
Here you enter the object types that are in Define Types of Technical Objects as a Vehicle Type.
The vehicle type will become the transport unit type in the Customizing of ILAP under
Integrated Dispatch management (IDM) -> Trip Planning -> Transport Unit -> Define
Transport Unit Categories.
Under Equipment -> Equipment Categories -> Define Number Ranges.
Here you define the number range for the equipment numbers.
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2.2.4 Movement Data
Movement data, for example, sales orders or other documents, must exist in the system.
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2.3
Technical Basics
2.3.1 Data Retrieval
The following figure illustrates the process flow for data retrieval when IDM is started:
Start IDM
Master Data
Customizing
Settings
Plants
Vehicle Depots
1.
Movement Data
2.
Sales Orders
Contracts
Stock from Own
Storage
Trip Planning
The sales order data is written into the IDM Message Control Table /IDM/TR_NAST by a job
controlled report that uses message control (message type IDM1 and access sequence IDM1).
The contracts and stocks in own storage are also written into the IDM Message Control Table
/IDM/TR_NAST by a job controlled report. The contracts and stocks in own storage will be included if
the corresponding contracts are assigned to a plant that has been assigned the role of an IDM Plant
(IDMPL) in the BP transaction.
The data contained in the table /IDM/TR_NAST form the basis for trip creation.
Every action in trip planning is automatically saved and does not require you to
execute any action manually.
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2.3.2 User Interface
The following figure illustrates the interface with the communication of the services:
SAP GUI (optional)
Web Browser
Web Dynpro
Adobe Flex
Web
Service
External Geoservices
xServer
xLocate
xRoute
xSequence
xMap
/IDM/ *
navteq
…..
Route
Data
IDM can be started using the SAP GUI or a Web browser whereby a Web browser also runs in the
background when using the SAP GUI for displaying the SAP Web Dynpro components. The user
interface of IDM is provided by Adobe Flex which is integrated as a component in the Web Dynpro.
All required data is gathered by the IDM master program when the application starts and is
transferred to the Web Dynpro where it is then passed to Flex. To obtain best possible performance,
only changes to the data basis will be transferred subsequently.
Generally, the communication is conducted as follows:
Flex sends data to the Web Dynpro which relays to the IDM master program that writes and reads
data and retrieves information from the external geographical services that it relays back to Flex as
data via the Web Dynpro.
Routing and map retrieval are exceptions to this. The communication path for routing is Flex -> Web
Dynpro -> IDM. In this case, IDM triggers a ROUTE request to external routing service. The route
received in the response is stored in a database so that, afterwards, Flex can get this route from a
Web service that SAP provides. This solution was chosen to eliminate triggering otherwise redundant
requests that occur when frequently calling the same route coordinates and / or to prevent the data
load in the transfer from the Web Dynpro to Flex from burdening performance.
No further data is required from IDM during map retrieval since Flex will get the so-called tiles
directly from the geographical service.
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The following services will be executed:
xMAP
displays road map
xLOCATE
returns coordinates of specified address
xSEQUENCE
determines sequence of individual points along the route
xROUTE
forms the route using the coordinates on the road map
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2.3.3 Shared Memory (SHM)
The following figure illustrates the correlation of SHM with the delivery zone:
Dispatcher
TT
SHM
TDZ
SHM
Instance
1
SHM
Instance
2
TDZ 1
TDZ 2
Dispatcher
RR
Dispatcher
PP
Dispatcher
FF
Dispatcher
QQ
Dispatcher
NN
Shared Memory
Top Delivery Zone, topmost delivery zone in delivery zone hierarchy
Every dispatcher is assigned to one or more top delivery zones which are at the very top. An SHM
instance exists for every top delivery zone.
This causes only the data to be displayed to the dispatchers for planning that belongs to their
assigned top delivery zone.
Using SHM instances limits volume of the dataset to be managed. Therefore, not all of the existing
data can be accessed by the dispatcher which affects performance positively.
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2.3.4 Correlations
The following figure illustrates the correlation of the objects and the locations of creation and
assignment.
Dispatcher 1
Material 22
Dispatcher 2
1:n
1:n
Dispatcher 3
SHM Instance 2
SHM Instance 1
1:n
1:n
1:n
1:1
1:1
MPGI 01
Material 57
1:n
TDZ 1
1:n
TDZ 2
MPGI 02
1:n
1:n
1:n
1:n
Material 47
1:n
Material 39
DZ 1.1
Customer AA
DZ 2.1
DZ 1.2
Customer BB
1:n
1:n
1:n
Customer AA
1:n
IDM Plant 2
1:n
1:n
1:n
1:n
1:n
1:n
IDM Plant 3
IDM Plant 2
IDM Vehicle Depot A
IDM Vehicle Depot B
IDM Vehicle Depot C
1:1
Loose
Equipment
1:1 Fixed
1:1
TU 01
(Standard)
with
Tractor
TU 10
Other
1:n
IDM Driver D
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1:1
1:n
TU 15
(Standard)
with
Tractor
TU 18
Other
1:n
IDM Driver F
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1:1
1:n
TU 07
(Standard)
with
Tractor
1:1
TU 22
Other
1:n
IDM Driver J
Version 1.0
1:n
TU 45
(Standard)
with
Tractor
TU 54
Other
1:n
IDM Driver L
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The upper part in detail:
Dispatcher 1
Dispatcher 2
1:n
Material 22
SHM Instance
1
1:n
1:1
1:n
1:n
MPGI 01
TDZ 1
1:n
Material 47
1:n
1:n
Customer
AA
1:n
1:n
Customer
AA
DZ 1.1
1:n
1:n
IDM Plant 2
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The lower part in detail:
DZ 2.1
DZ 1.2
1:n
1:n
IDM Vehicle Depot
B
1:1
IDM Vehicle Depot
C
Equipment
Loose
Fixed
1:1
TU 15
(Standard)
with
Tractor
1:n
1:n
1:1
1:n
1:1
1:1
TU 07
(Standard)
with
Tractor
TU 18
Other
1:n
1:1
1:n
IDM Driver F
1:1
TU 22
Other
1:1
TU 54
Other
1:n
TU 45
(Standard)
with
Tractor
1:n
IDM Driver J
1:n
IDM Driver L
The colors are used to specify the location of creation or assignment:
IDM Master Data / Administration
Blue



Light Blue
Create Dispatcher /IDM/TRV_TPUS
Assign Material to Material Planning Group Indicator /IDM/TRV_MDMN
Assign Fixed Equipment to Transport Unit /IDM/TR_TUEQ
Transaction MM01
Black
IDM-Customizing, under IDM -> Trip Planning -> General Settings
Red
Transaction BP, in the IDM Roles
Orange
Green
Transaction VD0x under Additional Data ILAP
Transaction IE0x
You can assign a dispatcher to several top delivery zones. However, the dispatcher can only work in
one top delivery zone in trip planning.
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You assign a transport unit to a top delivery zone from a vehicle depot. Every top delivery zone is
managed by an SHM instance. The transport units are not available for other instances which means
not for dispatchers of other top delivery zones.
Select a TDZ for the driver and then, assign a VD. Therewith the driver of this TDZ is assigned. Only
then does the assignment to a TU become possible. You can assign the driver, at least, a transport
unit with tractor as a default transport unit and also default equipment. You can assign further
transport units without a tractor.
MPGI:
Material Planning Group Indicator
SHM:
Shared Memory
TDZ*:
Top delivery zone as the topmost delivery zone
DZ*:
Delivery zone as a lower-level delivery (also as lowest DZ)
TU:
Transport Unit
VD:
Vehicle depot
* Any number of delivery zones may be placed between the TDZ and the lowest DZ. However,
assignments are always made from the TDZ or the lowest DZ.
You can only assign a vehicle depot to delivery zones that are assigned to the same TDZ. Then the
vehicle depot is locked for any other assignments.
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2.4
Trip Planning
In Trip Planning, you use different functions to help you put your tours together. The Trip Category is
used to control the creation of trips.
Trip Planning consists of a road map, a Gantt chart and other additional functions.
2.4.1 Functions
You can show and hide the functions in the upper and middle parts of the screen using pushbuttons.
A Quick info is displayed for the corresponding functions.
The functions:
Grids On/Off
Resources On/Off
Vehicle Component On/Off
Switch Driver / TU View
Dashboard
Parameters
Select Driver or Transport Unit
Search for Trip and Group
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2.4.2 Screen Layout for Trip Planning
The areas for the Road Map and Gantt Chart are always displayed. You can add other functions using
pushbuttons.
The following figure shows the main screen areas for the Road Map and Gantt Chart.
In the following figure, the functions for Grids, Resources and Vehicle Component are displayed in
addition:
You can change the size of the individual areas by dragging the splitters at their drag points
.
If you use two screens, you can display the road map with the grids on the left and the
Gantt chart with the resources and the vehicle components on the right.
This will improve clarity.
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2.4.2.1 Layout
In Customizing, you can change the default settings for displaying symbols and graphics, for grouping
text information and for the context menus of objects and areas to your liking. Refer to the
corresponding object section for details.
2.4.2.1.1 Symbols
You can configure the layout and contents in the Customizing of ILAP under Integrated Dispatch
Management (IDM) -> Trip Planning -> Symbols -> Define Symbol Schema Group. Then you assign the
schema to an item category using Assign Symbol Schema to Item Category.
2.4.2.1.2 Context Menu
Management (IDM) -> Trip Planning -> Actions and Context Menu -> Create Context Menu.
2.4.2.1.3 Quick Info
Management (IDM) -> Trip Planning -> Text Information -> Define Text Information Schema. In other
Customizing activities, you assign the text information schema to different objects.
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2.4.2.2 General Messages
General messages for events will appear in the upper area of the screen.
If you logon a second time, a message about the existing logon will appear.
Select Adopt Logon to take over using this second logon. While doing so, the current state of the first
logon will be transferred so that no data is lost. At this point, the old logon becomes invalid. Of
course, it is possible for you to cancel the new second logon and return to the first one.
Use the Show List
Current Messages tab.
pushbutton to open a complete display of the current message in the
Already existing messages will be displayed in the Log tab.
After the adopting the second logon, a message will appear in the first logon:
You can close this old logon.
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2.4.2.3 Road Map
On the road map, the following objects are represented by symbols:
o
o
o
Items
Plants
Vehicle Depots
In addition, the route is displayed.
2.4.2.4 Gantt Chart
You pull the items into a Gantt chart and assemble your tours there. The assignment is made to a
transport unit or a driver. Consequently, you switch between driver and TU view.
The drivers or transport units are indicated on the vertical axis while time is indicated on the
horizontal axis.
The tour duration includes, for example, driving time, preparation and teardown times, pump times,
breaks and wait time.
An availability check will be made for the drivers and vehicles if you have made the corresponding
settings in the Customizing of ILAP under Integrated Dispatch Management (IDM) -> Trip Planning ->
Checks and under Driver -> Define Availability Types for Scheduling Rules. For example, vacation
times and other absences are considered for drivers. You enter the driver's availability in the
transaction BP for business partners with the role of IDM Driver under Availability.
2.4.2.5 Grids
The grids display information about the following areas:
o
o
o
Loading Plants and Contracts
Loading Overview in Vehicle
This data is displayed graphically in the area of the vehicle component.
Unloadings
2.4.2.6 Vehicle Component
The current loading of the transport unit will be displayed in a graphic. The loading material, the
material in the vehicle and the unloading material are displayed.
The representation corresponds to the contents of the Loading Overview in Vehicle grid.
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2.4.2.7 Resources
You can display the times when the driver, transport units and equipment are not available in the
Gantt chart. This makes it clear to see where a trip can still be placed.
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2.4.3 Determine Parameters
When you start Trip Planning, you set the parameters that you want to work with.
Select the transaction type to determine whether you will be able to edit or only display the data.
Specify the number of days into the past and future to define a reference period that determines
which items will appear on the road map. All trips will still be displayed in the Gantt chart regardless
of this specification. Only sales orders for the current date will be displayed if you enter zero (0) in
both fields. You can determine the number of the days that can be entered in the Customizing of
ILAP under Integrated Dispatch Management (IDM) -> Trip Planning -> Trip and Item Categories and
Delivery Zones -> Define Trip Category. This Customizing setting also limits the days displayed in the
Gantt chart.
You may only select one top delivery zone indicated by a yellow highlighted line, but you can select
different lower-level delivery zones from this top delivery zone. Only the assigned top delivery zones
will be displayed as selections which are assigned in the master data under Create Dispatcher.
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Use Save
to save your selected settings as a variant. The Save Variant dialog box will appear.
Entering an abbreviated name for the variant is required, and the description is optional. Select the
User-specific check box if this variant is only to be displayed for you. Select the Presetting check box if
this variant is to be used when Trip Planning starts. The next time Trip Planning is started, the initial
dialog box Set Parameters will be skipped and Trip Planning will appear immediately with these
parameters.
Use the Variants
pushbutton to edit existing variants. The Manage Variant dialog box will appear.
Here you can select variants and delete them or flag one of them as the presetting.
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You can change the parameters in Trip Planning later using the Parameters
pushbutton. The
changes will be activated the next time the application is started if you select Copy
. Here, the
function key F5 will always take you back to the initial parameters screen for Trip Planning.
However, you will not be able to change the top delivery zone. If you want to do this, it may be
necessary to deactivate the presetting of a variant, restart Trip Planning and select then select the
new top delivery zone.
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2.4.4 Deleting Planned Trips
You can use this report to delete planned trips in Trip Planning which are no longer needed, because,
for example, they are older than three months. It is recommended that you execute this report at
regular intervals.
You will find it in the ILAP menu under Integrated Dispatch management (IDM) -> Administration ->
Delete Planned Trips.
The trips can only be deleted when the corresponding Top Delivery Zone (TDZ) is not
active. This means that all dispatchers who are working in the TDZ must exit trip
planning.
Trips that are still required in trip planning by, for example, a Loading Reference to the Trip,
can only be deleted when the dependent trips are also deleted.
Refer to the report documentation for further information.
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2.4.5 Road Map
The route and different objects are displayed on the road map.
When you click on the road map and keep the mouse button pressed, the street and locations names
will fade out.
In the context menu of a plant, you can select Filter with Plant. Then only data for this plant will be
displayed in the Loading Plants and Contracts grid. Select the Display All
the grid to display the data from all the plants.
pushbutton in
2.4.5.1 Symbols
There are symbols for:
o
Items
o
Plants
o
Vehicle Depots
You can configure the symbols in the Customizing of ILAP under Integrated Dispatch Management
(IDM) -> Trip Planning -> Symbols -> Define Symbol Schema Group. That pertains to, for example, the
color, form and positioning of the graphic to be displayed.
2.4.5.1.1 Item
For example, the symbol for an item could appear as follows:
The following table contains the meanings of the elements:
Characteristic
Display Options
Meaning
Basis Form
Square
Quantity Area
Basis Color
Brown
Material Number Area
Inner Form
Square
Customer Number Area
Inner text
-7
Remaining Time in Days Until
Outbound Delivery Minus (-)
Indicates Past Date
Attached Form Upper Left
Circle
Availability of Item
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Color of Attached Form Upper
Left
Gray
Already Planned Item
Color of Attached Form Upper
Left
Red
Unplanned Item
Symbol Lower Right
Red Circle
Deleted Item
Symbol Lower Right
Yellow Triangle
Changed Item
Symbol Lower Right
Green Square
New Item
If there are several items for a ship-to party, the number of the items is displayed on the symbol.
The symbol will expand to display the individual items when you click it.
The previous symbol will be displayed when you click it again.
Text information is displayed on mouseover:
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The trip that you are currently processing in the Gantt chart will be highlighted on the road map. The
background of the objects relevant to trip will be colored are connected by the corresponding route.
2.4.5.1.2 Plant
For example, the symbol for a plant could appear as follows:
In the context menu of a plant on the road map, you can select Filter with Plant. Then only data for
this plant will be displayed in the Loading Plants and Contracts grid. Select Display All to display all of
the data again.
2.4.5.1.3 Vehicle Depot
For example, the symbol for a vehicle depot could appear as follows:
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2.4.5.2 Route
Depending on the selection in the Gantt chart, the route will be displayed in two different colors. All
trip routes will be in one color expect for the route of one trip which is distinguished by a different
color. Travel direction is indicated by an arrow.
2.4.5.2.1 Example Driver View
In the Gantt chart, there is a group that consists of two trips.
1. While in the Driver view, click on the group bracket.
In the Gantt chart, the background of the group will become gray and dark gray frame will form
around the edges.
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Colored circles will be placed around the plant, vehicle depot and items of the group on the road
map and all routes in the group will be shown in gray.
2. Click on a trip in the Gantt chart.
In the Gantt chart, the background of the group will become gray and all of the edges as well as the
header of the selected trip will become dark gray.
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map and route of the selected trip will be red and the remaining routes will be gray.
3. Click on another trip to see its route become red and all others in the group become gray.
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2.4.5.2.2 Example TU View
1. Click on a trip in the TU view.
In the Gantt chart, both the edges around the frame and the header of the trip will become dark
gray.
map and the route of the selected trip will be red and the remaining routes will be gray.
2. Click on another trip to see its route become red and all others in the group become gray.
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When you double-click on an item in the road map, the accompanying trip(s) will be focused on in
the Gantt chart and the corresponding item or document will appear constricted.
If you double-click on a plant on the roadmap, all loadings from that plant will be displayed in the
Gantt chart.
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When you click on a vehicle depot on the road map, the activity for dropoff and pickup for this
vehicle depot will be displayed in the trips on the Gantt chart.
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2.4.5.3 Navigation
The navigation bar is in the upper left corner. Quick infos are displayed for the corresponding
functions.
In the following, the functions are explained:
Symbol
Name
Meaning
Standard Tool
Moves the map section
Zoom In
Zooms in to the current map section for more detail
Zoom Out
Zooms out of the current map section to increase the
overview
Zoom Tool
Draw a rectangle on a section of the map. This selection is
centered and zoomed into on the display.
Zoom Object
Draw a rectangle around some symbols. An area
encompassing the selected objects is centered and zoomed
into on the display. For a single object, the highest degree
of map detail is selected for the zoom level. No action is
executed if no symbols are selected in the rectangle.
Lasso Tool
This is used to make a freehand selection of orders to drag
into the Gantt chart. The map section can be moved during
this process.
Connection Tool
This enables the selection of several objects by clicking on
them in sequence to drag into the Gantt chart.
If you use the Microsoft Internet Explorer, you can always zoom with the mouse wheel
regardless of which tool is currently selected.
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2.4.5.4 Status Display for Items
In the upper right corner, the total number of items and subtotals by status are displayed.
In this case, the total of all 100 items consists of 41 planned and 59 unplanned items. In addition,
there are also 3 other items of which there is one new, one changed and one deleted.
Any status that you click will be removed from the Unloadings grid on the road map. To see the
additional items on the map, click on the symbol for the total items.
The following statuses are possible in the status display on the road map, in the Icons for Change
Status column in the Unloadings grid and in the item on the road map:
Symbol
Description
Meaning
No Symbol
Total of planned and unplanned items
Green Square
New Item
Yellow Triangle
Changed Item
Red Circle
Deleted, Already Planned Item
The following symbols are only displayed in the status bar:
Symbol
Description
Meaning
Green Point with Checkmark
Planned Item
The item will appear as locked in the
Locked column of the Unloadings grid.
Empty Circle
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The following statuses are possible in the Change Status column of the Unloadings grid:
Identification
Meaning
N
New Item
U
Changed Item
R
Deleted, Already Planned Item
2.4.5.4.1 Example
There are 109 existing, one new, two changed and two deleted items which are already planned
items.
In the Unloadings grid, the statuses are displayed in the Change Status and Icons for Change Status
columns.
By selecting Execute , the item will no longer appear in the status display and the number of
existing items increases to 110.
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In the Unloadings grid, item number 39997 no longer has the status N.
The status display is updated by a job controlled report. You make the settings for this in the
Customizing of ILAP under Integrated Dispatch Management (IDM) -> Trip Planning -> General
Settings -> Regular Jobs.
Refer to the overview for the status display of items for further information about the
change status of the items.
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2.4.5.5 Scale Layer
The scale layer in the lower right corner corresponds to the currently selected zoom level.
Whenever the selected zoom factor changes, so does the scale. The following two images illustrate
scales in respect to different zoom factors.
Clicking on the scale layer toggles between metric length units kilometer (km) or meter (m) and
Anglo-American length units mile (mi) or yard (yd).
The following units of length are possible:
Metric Units
Anglo-American Units
Kilometer
km
Mile
mi
Meter
m
Yard
yd
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2.4.6 Gantt Chart
The trips are planned and depicted in a Gantt chart.
You can determine the number of past and future days that can be input in the Customizing of ILAP
under Integrated Dispatch Management (IDM) -> Trip Planning -> Trip and Item Categories and
Delivery Zones -> Define Trip Category. When a new trip is created, its trip category must have the
trip type Planning. You can change the days in the detail view of a trip category.
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The days outside of this period will be displayed in gray. Trips that begin within the period, but
ending afterwards, will still be displayed.
2.4.6.1 Time Scale and Zoom
Above the Gantt chart, you can change the displayed period zoom level.
You can use the slider
to move
forwards and backwards in time. The left edge of the slider is the start of the time scale. In the case
depicted below, respectively 23:00.
The pushbuttons on the time scale can be used to navigate a day or week
backwards
Today
forwards or
. These periods always refer to the date that was selected last.
will make the current date appear again.
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The minus and plus
symbols are used for zooming.
If you are using the Microsoft Internet Explorer, you can also zoom using the mouse
wheel.
The appearance of the time scale changes according to the zoom level:
Level 1
Level 2
Level 3
Level 4
Level 5
Level 6
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Instead of the CW (Calendar Week) setting in levels 2 and 3, you can also display a period. To do this,
change the settings in the Customizing of ILAP under Integrated Dispatch management (IDM) -> Trip
Planning -> General Settings -> Define Parameters of Interface in the interface category for General
Parameters of Gantt Chart -> Enter Values -> Display of Weeks in Gantt.
A week begins on Monday. For a different setting, refer to SAP Note No. 1063178 with
the short text Calendar definition differs from ISO 8601.
If the trips are displayed in the Gantt chart in a similar way as below, then the zoom level is set too
large.
Moreover, when you click on the trip at this zoom level, the selected trip will only be displayed on
the road map, but not in the vehicle components.
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2.4.6.2 Display Options
The trips are depicted as horizontal bars in the Gantt chart.
An outbound delivery tour is composed of one or more trips.
The following depicts an outbound delivery tour made of two trips:
o
A trip
o
o
An item
is composed of several activities.
A group is composed of one or more trips. Groups are only displayed in the driver view and are
indicated by gray brackets that enclose the trip(s) from the bottom
is composed of several items
.
.
All elements stand in a 1:n relationship to another.
You can execute different actions using the context menus of the elements. You can configure the
actions in the Customizing of ILAP under Integrated Dispatch Management (IDM) -> Trip Planning ->
Actions and Context Menu.
Colors are used to identify the different activities and item categories. You can set the colors in the
Customizing of ILAP under Integrated Dispatch Management (IDM) -> Trip Planning -> Trip and Item
Categories and Delivery Zones -> Define Item Category.
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Deleted or changed orders are indicated by a red or yellow frame color.
Deleted order (red frame):
Changed order (yellow frame):
A colored circle will indicate the item on the road map when you mouseover it in the Gantt chart.
When you click on the item, the displayed circle on the road map will remain and the corresponding
item in the trip will become constricted in the trip(s) on the Gantt chart.
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2.4.6.2.1 Trip
A trip is composed of one or more items from a document.
2.4.6.2.1.1 Header Area
Different information is displayed in the head area.
2.4.6.2.1.1.1 Left Side
o
Type of View
Person symbol for TU view
Vehicle symbol for driver view
o
The action menu changes the assignment for the driver or TU.
2.4.6.2.1.1.2 Middle
The driver name is displayed when the TU view is selected.
The transport unit name is displayed when the driver view is selected.
If you assign a driver to a new or existing trip by dragging the name area
, the standard
transport unit of the driver will automatically be assigned to the trip. If no standard transport unit is
assigned to the driver, No TU
will be displayed in the header area. If you assign a trip
to a transport unit that is not a standard transport unit for a driver, then No Driver
will be displayed.
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Refer also to moving trips vertically.
2.4.6.2.1.1.3 Right Side
o
Locked Area
A red area
indicates that the group is currently being processed by another
dispatcher or that it was locked using Lock Group from the context menu and, therefore, cannot
be changed by others.
A green area
indicates that the group is currently locked by me, because I
changed it. This object will display a red locked area to the other dispatchers. The group can be
unlocked again using Unlock Group from the context menu.
The lock remains as long as you are logged on in Trip Planning. After a timeout and adoption of
the logon, the locks are still valid.
o
Status for the trip and/or group
Scales:
Checked
Green Tick:
Released
You change the status of the trips or the group in the respective context menu.
o
Navigation
When you click on the head area, the trip will be displayed on the road map.
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If you select a trip that lies outside of the period set in the parameters, the route will be displayed
on the road map, however without the orders. This results from the set period referencing the
order date.
2.4.6.2.1.2 Context Menu
Using the context menu, you can conduct different actions for the trip.
2.4.6.2.1.2.1 Check
All of the checks in Customizing are included. The scales
conducted.
symbol indicates that the check was
2.4.6.2.1.2.2 Release
The tick
symbol indicates that a release was conducted. Changes are still possible. A trip number
was allocated to the trip.
2.4.6.2.1.2.3 Delete
The trip will be deleted from the Gantt chart and the orders will become available for planning again.
You can also drag the trip onto the road map for deletion.
2.4.6.2.1.2.4 Optimize
The driving sequence for the plants, vehicle depots and unloading locations will be optimized. This
means that the shortest route between these locations will be determined. A message about the
conducted optimization will appear.
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2.4.6.2.1.2.5 Transfer and Return Loading from Previous TU
With this option, you transfer all of the loadings from transport units in the group from all previous
trips that consist of only one loading. You can also return these transferred loadings.
A trip with a transferred loading is indicated by a blue marking around the edge of the upper left
corner of the header area
.
Refer also to Loading Transfer.
2.4.6.2.1.3 Quick Info
Quick info will display, for example the following data about the trip.
2.4.6.2.1.3.1 Trip Number
During the creation process, a temporary trip number will be displayed which is indicated by a
preceding dollar sign ($). The regular trip number is allocated and displayed first after releasing. This
regular trip number remains in place, even when you change the trip.
2.4.6.2.1.3.2 Dispatcher
The name of the dispatcher refers to the one currently editing the trip. If the trip is not being edited,
the field is empty.
2.4.6.2.1.3.3 Created By
This is the name of the dispatcher who created the trip.
2.4.6.2.1.3.4 Changed By
This is the name of the dispatcher who changed the trip last.
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2.4.6.2.1.4 Loading Transfer
You can transfer a loading if, for example, a vehicle with a remaining quantity can be used no longer.
There are two possibilities in Trip Planning to transfer loadings:
o
In the Gantt chart, you can transfer all of the loadings contained by transport units in the
group from all released previous trips that consist of only one loading. To do this, select
Transfer Loading from Previous Transport from the context menu of the trip for the transfer.
The transferring trip will be designated by blue around the upper corner
. If, for
example, the transferring vehicle consists of a tank truck and trailer, then the released
loadings from each of these transport units will be transferred.
You can reverse the transfer by selecting Return Loading from Previous Transport Unit from
the context menu.
o
In the graphics of the vehicle components, you can transfer the released previous loading for
the selected transport unit. To do this, select Transfer Loading from Previous Transport from
the context menu of the transport unit.
2.4.6.2.1.5 Views
The trip that you are currently editing will be highlighted.
o
In the Transport Unit View
Through a dark gray frame around the trip and a dark gray header area.
o
In the Driver View
Through a dark gray frame around the trip, a dark gray header area and a light gray background
for the trip.
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2.4.6.2.1.6 Create Trip
You can create a trip in the following ways:
o
o
o
Drag an item from the road map into the Gantt chart. This is the usual way.
Drag an item from the Unloadings grid into the Gantt chart.
Drag an entry (material in vehicle, own stock, purchase contract) from the Loading Plants
and Contracts grid into the Gantt chart. Then you must delete the item of the loading from
the sales order again.
2.4.6.2.1.7 Move Trip
When you move a trip, it will be indicated by a light blue frame.
When you move a trip, it will be designated by this frame and it is assigned to the trip once you
release it.
When a trip is dragged on to the road map, it is deleted, and the items become available for further
planning again.
2.4.6.2.1.8 Move Trip Vertically
You can move a trip vertically within the Gantt chart in two ways:
Dragging from the view symbol: The driver or transport unit will not be changed.
Dragging from the name area: The driver or transport unit will be changed to the
standard driver or standard transport unit. You assign the standard transport unit to
the driver in the master data of the business partner in the role IDM driver.
You can move a trip within a group, to another group or also assign a different driver or transport
unit.
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2.4.6.2.1.9 Move Trip Horizontally
You can move a trip horizontally as desired within the valid period.
2.4.6.2.2 Item
An item refers to an order item from a document and it is composed of different activities which are
designated by colors.
This item contains 4 activities:
2.4.6.2.2.1 Move Item
You can move an item within a trip or also to any other trip.
You can drag an item from the trip into the graphics of the Loading Units if they belong to different
transport units.
2.4.6.2.3 Activity
An activity may refer to, for example, vehicle pickup or drop-off, preparation time, pump time or
breaks.
The quick info displays the name of the activity and the planned duration in minutes.
You can delete the Vehicle Pickup / Drop-Off item from the context menu of that activity. You can
configure the automatic assignment of the Vehicle Pickup / Drop-Off item to every first trip in group
in the Customizing of ILAP under Integrated Dispatch Management (IDM) -> Trip Planning -> Trip and
Item Categories and Delivery Zones -> Define Automatic Trip Category and Assign Automatic Trip
Category. If you add a trip to an existing trip then, it is possible that there will be two Vehicle Pickup /
Drop-Off items. If so, you can delete the redundant item.
You define the activities in the Customizing of ILAP under Integrated Dispatch Management (IDM) ->
Trip Planning -> Activities.
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2.4.6.2.4 Group
In the driver view, there is a group. It is composed of one or more trips. It is thereby possible to move
or check several trips simultaneously. As soon as a dispatcher starts editing this group, the entire
group is locked to other users. The lock is displayed to all other dispatchers by a red field on the right
side of the header area
.
The group is indicated by brackets that enclose the trip(s) from the bottom.
The status of the group is indicated by the color and fill level of the brackets. The correlation is
represented in the following table:
Color
Fill Level
Status
Gray
None
In Work
Yellow
Half
Checked
Orange
Full
Released
Symbol
The statuses are shown in the Gantt chart of the following figure:
If you released the group in the context menu, the trips are also automatically released. After
releasing, changes are no longer possible.
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If you locked a group in the context menu, this group cannot be processed by other dispatchers. A
message will appear when you lock or unlock.
Times can be reserved by dragging the brackets along the horizontal axis.
You configure the behavior of the brackets in the Group Size field of the BTP trip category in the
Customizing of ILAP under Integrated Dispatch Management (IDM) -> Trip Planning -> Trip and Item
Categories and Delivery Zones -> Define Trip Category. In doing so, you can determine how the
brackets will behave when, for example, an item is deleted. The brackets can stay the same size or
shrink to fit the remaining trip(s).
Here is an example:
Two trips are in a group.
Depending on the setting in Customizing, the following displays are possible after removing the trip
on the left:
o
The bracket size does not change.
o
The brackets shrink to fit the remaining trip.
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2.4.6.2.4.1 Context Menu
Using the context menu, you can conduct different actions for the group.
2.4.6.2.4.1.1 Check
The checks set in Customizing will be included. The trips will also be checked. The scales
symbol
indicates each trip that was checked. The group brackets will turn yellow to indicate that the group
was checked. Any change to a trip or the group will delete the checked status.
2.4.6.2.4.1.2 Release
The group and the trips will be released. The tick
symbol indicates that the trip was released. The
group brackets become red after they have been released. A number will be allocated to the group
and the trips now. A transportation report will be created for the group as a spool request. Changes
to the trips or group are no longer possible.
2.4.6.2.4.1.3 Locking
The group will be locked for other users. A corresponding message will appear.
2.4.6.2.4.1.4 Unlocking
The group becomes unlocked. A corresponding message will appear.
To make it possible for other dispatchers to work with the group, you must unlock the group if you
locked it previously from the context menu via Lock or if you were editing the group. All of the
groups are unlocked again when you exit Trip Planning. However, this does not apply when Trip
Planning closes due to a timeout and you adopt the logon. In this case, the locks are still valid.
2.4.6.2.4.1.5 Delete
The group will be deleted from the Gantt chart and the items will become available for planning
again.
2.4.6.2.4.2 Quick Info
2.4.6.2.4.2.1 Group Number
During the creation process, a temporary group number will be displayed which is indicated by a
preceding dollar sign ($). The regular group number is allocated and displayed first after releasing.
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2.4.6.2.4.3 Move Group
When you mouseover the group brackets, you can grab the group by the middle or at the ends and
move it vertically or horizontally.
You can move the group to an exact minute. If you press another key while dragging, the group will
be moved in intervals:
Key
Time Interval in Minutes
SHIFT
5
CTRL
15
ALT
60
Dragging the ends of the brackets enlarges the group.
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2.4.6.3 Messages in the Gantt Chart
Above the time scale, messages about the actions will be displayed.
In the left part, if applicable, the number of messages in addition to the current one will be indicated.
In the middle part of the message bar, the current message is displayed. A symbol indicates the
message type in front of the message text:
Symbol
Status
Display Options
Success
Black tick on a green square
Information
Black i on a white square
Warning
Black exclamation point on a yellow triangle
Error
White exclamation point on a red octagon
Click on the message to display all messages. Click again and only the first message will be displayed.
A deletion
symbol is displayed to the right. Click on it to delete all messages.
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2.4.6.4 Create Trip
You can create trips on the road map and in the grids for Loading Plants and Contracts and for
Unloadings.
2.4.6.4.1 Road Map
Usually, you will create trips by dragging items from the road map into the Gantt chart.
As you do so, the vehicle depot and loading plant will be automatically allocated. The vehicle depot
depends on the vehicle and the loading plant depends on the sales order or on the plant and
contract determination.
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Use the connection
tool on the road map when you want to assign another vehicle depot or plant
to the trip. Select the vehicle depot, item(s) and plant.
Drag this group into the Gantt chart.
Now your trip will have the plant and vehicle depot that you selected.
You can also delete an automatically assigned vehicle depot and add another manually.
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2.4.6.4.2 Grid
It is also possible to create a trip from the grids for Loading Plants and Contracts and Unloadings.
You create the loading from the Loading Plants and Contracts grid.
Drag a row from the Loading Plants and Contracts grid into the Gantt chart.
A symbol of a plus character on a green background
indicates that the loading can only be placed
in one position in the Gantt chart. A symbol of an x on a red background
loading cannot be placed in the selected position.
indicates that the
The Create Loading dialog box will appear. Enter the quantity to load and select Send.
The trip now consists of one loading.
Add an unloading from the Unloadings grid using the same procedure above.
You can also create only a loading or an unloading and complete it later.
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2.4.7 Grids
The grids display different information about the loadings and unloadings.
You can make settings for the grids in the customizing of the ILAP under Integrated Dispatch
Management (IDM) -> Trip Planning -> Grid.
In all areas, you can sort the columns in ascending or descending order and determine the sorting
sequence. Moreover, you can move the columns to different positions. To do so, drag the columns
from the column heading.
Click on a title bar to open the grid.
2.4.7.1 Loading Plants and Contracts
You can filter these by item category with the pushbuttons for Material in Vehicle, Own Stock and
Purchase Contract.
Name of Item Category
Item Category
Material in Vehicle
MTU
Own Stock
LLB
Purchase Contract
PUC
In the context menu of a plant on the road map, you can select Filter with Plant. Then only data for
this plant will be displayed in the grid. Select the Display All
data of all the plants.
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2.4.7.2 Loading Overview in Vehicle
If you click an item on the road map or a trip in the Gantt chart, the corresponding load on item level
will be displayed. Select the Display All
pushbutton to display all of the loads again.
When you click on an item category that has a Material Movement Indicator, the item will be
indicated on both the roadmap and in the Gantt chart.
When you click on an item category that has a + Material Movement Indicator, the plant will be
displayed on the roadmap and all loading items for this plant will be displayed in the Gantt chart.
Double-click to display the item on the roadmap and to select and focus on it in the corresponding
trip in the Gantt chart and display it in the vehicle components. Only data for this trip will be
displayed in the Grid after double-clicking. Use the Display All
of the data.
pushbutton to redisplay all
The material movement indicators shows in which direction the material is moved.
Indicator
Meaning
Name
+
Material that is being loaded
Loading Material
=
Material which is in the vehicle
Material in Vehicle
-
Material that is being unloaded
Outbound Delivery Material
From this you can see when the loading materials are composed of several materials. In this example,
loading material OGSD_202 is made from materials OGSD_401 and OGSD_421 and is then unloaded
as outbound delivery material OGSD_101.
You make the settings for these so-called mixed products in the menu under ILAP -> Integrated
Dispatch Management (IDM) -> Master Data -> Define Mixed Products.
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The corresponding graphical overview is represented as follows when the display for the Vehicle
Components
was selected:
A blue
symbol is used in the Item Category column to display an item in the grid. A yellow
symbol with an arrow
is used for displaying multiple items. Click on the arrow to show the
individual items. Click the downward arrow
an open node.
to hide the individual items. This
symbol indicates
2.4.7.2.1 Change Item Quantity
The item quantity can be changed by double-clicking when the material movement is +.
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2.4.7.3 Unloadings
When you click on a row, the item will be displayed on the road map. Double-clicking the item will
bring the item into focus on the road map and in the Gantt chart where the trip containing it will be
indicated by a gray background.
In the Icon for Change Status column, the following icons are possible:
Symbol
Status
Display Options
Deleted*
Data sheet with red point
Changed
Data sheet with yellow triangle
New
Data sheet with green square
*Only already planned items are indicated as deleted; not yet planned items are deleted
immediately.
Furthermore, the change status is displayed in the Change Status column:
Indicator
Status
R
Deleted*
U
Changed
N
New
*Only already planned items are indicated as deleted; not yet planned items are deleted
immediately.
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Planned orders are indicated in the Locked column.
This status is indicated in the Gantt chart for items in form of a red or yellow frame.
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2.4.7.3.1 Filter
You can set a filter in certain columns. You can set a filter in several columns simultaneously.
You can use an asterisk (*) character as a placeholder.
If you want to search through a range, enter a start and finish value separated by a minus (-), for
example, OGSD_300-OGSD_330.
You can also combine several value ranges by separating them with a semicolon (;), for example,
OGSD_300-OGSD_311; OGSD_333-OGSD_334.
For a value range search, you can use also the input possibilities that appear when you select the
Filter
pushbutton.
You can also combine value ranges with individual values: OGSD_322-OGSD_327;OGSD_309
Enter times without colons when using the Planned Time To and Planned Time From
columns as filters.
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Select Filter
when you want to create a filter. The Filter Settings dialog box will appear:
After entering the values, you must first select Check or press the ENTER key and then OK.
2.4.7.3.1.1.1 Filter by Columns
You can also set a filter for each column individually:
1. Click into a filter field and select the key F8.
2. The Filter Settings dialog box will appear.
To delete the filters, select the Remove Filter
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2.4.7.4 Sorting
In all grids, you can sort the contents of the columns.
In the following figure, the Ship-To Party column is in ascending order while the Material column is in
descending order. This is indicated by the arrows in the column headers.
Click on a column title to sort it in ascending order. If you want to sort the column in descending
order, click once again on the arrow. The number indicates the sorting sequence for the columns. 1 is
also displayed even if there is only one column sorted.
If you want to designate other sorting criteria, click on the field next to the column heading. The next
number and arrow will appear then.
You change the sorting direction by clicking on the arrow.
To delete the sorting, click on a column title. Then only this column will be sorted in ascending order,
and all others will be unsorted again.
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2.4.8 Overview of Status Display for Items
New, changed and deleted items are also displayed in other locations besides the status display for
the items.
2.4.8.1 Changed Item
Changed items are displayed in these locations:
o
o
o
On the road map, changed items are indicated by a yellow triangle on the lower right.
In the Gantt chart, a yellow frame is around the item if it is already planned.
In the Unloadings grid, the yellow triangle appears also in the Icon for Change Status column
and the letter U is in the Change Status column.
2.4.8.1.1 Transferring a Change
You transfer the changes of a planned item from the context menu of its symbol on the road map by
selecting Transfer Item Data Changes or by dragging the item into the Gantt chart.
2.4.8.1.1.1 Example
The quantity of a planned sales order is changed.
Sales order 43212 with the item quantity 750 US6. The order is allocated to the Loading Unit in the
accordion menu.
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The quantity of sales order 43212 was changed to 700. In the quick info of the item, this is indicated
by the word ÄNDERUNG.
Now the change will be transferred using the context menu of the item.
If the item is not planned yet, you can also drag it into the Gantt chart to transfer the change as well.
After transferring, the new quantity of 700 will also appear in the Gantt chart for the quick info of the
item.
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In the graphic, the allocation has already been returned. In the accordion menu, the quantity was
changed to 700 in the worklist.
Now you can reassign the worklist.
After the transfer, the indicators for a changed item are no longer displayed.
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2.4.8.2 Deleted Item
Deleted items are displayed in these locations:
o
o
o
On the road map and in the item status display, deleted items are indicated by a red circle on
the lower right.
In the Gantt chart by a red frame
In the Unloadings grid, the red circle appears also in the Icon for Change-Status column and
the letter R is in the Change Status column.
Deleted items can be deleted by selecting Delete Item from the context menu of the item in the
Gantt chart.
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The item will be deleted from the trip immediately. On the road map and in the grid, the item and its
symbols will be removed in the next updating of the data.
2.4.8.3 New Item
New items are displayed in these locations:
o
o
On the road map and in the item status display, new items are indicated by a green square
on the lower right.
In the Unloadings grid, the green square appears also in the Icon for Change-Status column
and the letter N is in the Change Status column.
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2.4.8.4 Summary
The correlations are represented in the following table:
Status
Map
Grid
Column
Status
Gantt Chart
Status
Display
Quick
Info
Column
Icon
Context Menu
Map and Grid
Deleted,
Not
Planned
No
symbol;
deleted
immedia
tely
Deleted,
Planned
Red
Circle*
R
Red
Circle
Red frame, selection in
context menu for deleting
the item
Red Circle
Changed,
Not
Planned
Yellow
Triangle
U
Yellow
Triangle
By transferring into Gantt
chart, the change is
updated
Yellow
Triangle
Change is
not
displayed
No possibility to transfer
Changed,
Planned
Yellow
Triangle
U
Yellow
Triangle
Yellow Frame
Yellow
Triangle
Change is
displayed
Possibility to transfer or
ignore when, for example,
outbound delivery
already completed
New
Green
Square
N
Green
Square
Green
Square
* Will be deleted in the next data update after you deleted the item from the trip.
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2.4.9 Resources
You can display an overview of the resources. You can select and assign these resources by dragging
them into the graphic of the transport unit in the vehicle components. You remove an assignment by
dragging the resource from the accordion menu into the resource overview.
In driver view, resources are displayed as follows:
o
o
Available Transport Units
Available Equipment
In the TU view, resources are displayed as follows:
o
o
o
Available Drivers
Available Transport Units
Available Equipment
The resources can be gathered into groups. This is indicated by a yellow box
an arrow
symbol. Click on
to expand the group.
Quick info is displayed for every resource when the mouse pointer moves over the text part.
Times, in which the marked resources are planned, are indicated by a red background in the
Gantt chart.
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2.4.9.1 Process Flow
1. Select the pushbutton
. The resource overview will appear.
2. Select one or more resources. A red background in the Gantt chart will indicate the times
when the resource is in use.
Multiple selections is possible for trailers and equipment. Press and hold the CTRL key while selecting
an entry. To deselect the entry, press and hold the CTRL key while selecting it again. The resource
lists and selected times are removed when you select the Resources
pushbutton again. Only the
selection of the text part will be kept.
In the following figure, the transport unit MP_03 is selected as a resource:
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2.4.9.2 Equipment
You create equipment using transaction IE01 in the ILAP menu under Integrated Dispatch
Management (IDM) -> Master Data -> Equipment -> Create. You must enter the object type so that
the equipment will be displayed in Trip Planning.
You define the object type in the SAP Customizing Implementation Guide under Plant Maintenance
and Customer Service -> Master Data in Plant Maintenance and Customer Service -> Technical
Objects -> General Data -> Define Types of Technical Objects.
You can assign equipment to a transport unit as fixed equipment or to a vehicle depot as loose
equipment. You can only assign fixed equipment to a TU. Fixed equipment does not appear in the
resource overview, but rather in the accordion menu under Equipment.
For the assignment to a transport unit, use transaction /IDM/TR_TUEQ in the ILAP menu under
Integrated Dispatch Management (IDM) -> Master Data -> Assign Fixed Equipment to Transportation
Unit. You can display this assignment in transaction BP for the role IDM Vehicle Depot in the
Transport Units tab.
You assign loose equipment to the corresponding vehicle depot in transaction BP for the role IDM
Vehicle Depot from the Equipment tab.
For the equipment, there are different statuses in the Status column in BP:
Symbol
Meaning
Equipment was flagged for deletion.
Temporary error while reading equipment
Equipment is inactive.
Equipment does not exist.
Equipment category is invalid.
Assignment is possible, but it will not be displayed in the resource overview.
Without
Assigned to higher-level equipment (when equipment is hierarchically
structured)
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This equipment is displayed in the resource overview. During the selection of the equipment using
input help, you must select Equipment by equipment list from the dialog box.
You can assign standard equipment to a driver if you have assigned the driver a standard transport
unit. In transaction BP in the role IDM Driver, assign the driver a standard transport unit and then a
standard equipment.
You can assign equipment from the resource overview of a transport unit by dragging the resource
onto a transport unit. To do this, the components planning must be open. To remove the resource
again, drag it out of the accordion menu and back into the resource overview.
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2.4.10 Vehicle Component
A transport unit is displayed in a graphic with the components that are available for the loading.
However, Loading Units are not displayed in proportion to their actual size, but rather each Loading
Unit is shown in the same size. You can configure the graphics in the Customizing of ILAP under
Integrated Dispatch Management (IDM) -> Trip Planning -> Transport Unit -> Define Transport Unit
Categories.
By selecting a transport unit, graphics are displayed for the corresponding Loading Units and you can
assign materials to them in the accordion menu by dragging an entry in the Worklist onto a
component of the transport unit. You can reverse the assignment by dragging the quantity out of the
component and back into the accordion menu.
Accordingly, you can assign resources by dragging onto the transport unit and use the accordion
menu to remove it again. You can replace a tractor vehicle this way also. If you replace a vehicle by
another with less tank capacity, an overloading of a Loading Unit will be indicated by a hatch.
From the road map, you can assign an item directly to a transport unit or Loading Unit. You can also
assign two different materials to a transport unit if quantity control has been set for it.
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2.4.10.1 Accordion Menu
In an accordion menu, the items and information about the trip selected in the Gantt chart will be
displayed. You can configure what information will be displayed in the Customizing of ILAP under
Integrated Dispatch Management (IDM) -> Trip Planning -> Text Information -> Define Text
Information Schema.
The standard version includes the following menu points.
2.4.10.1.1 Worklist
Information about the worklist, for example, quantities that have not been allocated yet, is
displayed.
Signs are also used in the graphics of the Loading Units to indicate material conditions:
Sign
Meaning
Explanation
+
Loading Material
=
Material on Board
Material as it is on the tank truck
This will only be displayed when the loading
material and the unloading material are not identical.
-
Unloading Material
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The unloading (-) is placed on the upper level and below it is the level for the loading (+).
A line for the material in vehicle (=) is only displayed when the loading material is different from the
unloading material. You can expand and collapse the by clicking the arrow
.
In the context menu, you find these entries:
o
Spread Worklist Among TUs
The worklist is distributed among the existing transport units. This starts with the loading on
the left regardless of the selected transport unit. The distribution is conducted across the
transport units. This means that a trailer will also be loaded if it exists.
o
Reset Worklist of TUs
The worklist of the selected transport unit is placed back into the accordion menu under
Worklist.
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2.4.10.1.2 Driver
Information about the driver is displayed here.
You can remove the driver by dragging it into resources overview while in the vehicle view.
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2.4.10.1.3 Transport Units
Information about the transport unit(s) is displayed here. The TU selected in the graphics is indicated
by a blue frame.
You can remove transport units by dragging them into the resource overview.
In the context menu, you find these entries:
You have the following options:
o
Delete Transport Unit from Trip
The selected transport unit will be deleted.
o
Transfer Loading from Previous TU
All released loadings will be transferred to the selected transport unit.
o
Return Loading from Previous TU
All released loadings will be returned for the selected transport unit.
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o
Worklist.
2.4.10.1.4 Equipment
Information about the equipment is displayed here.
Fixed equipment is assigned to the transport unit which is indicated by a light bar on the left border.
A dark border indicates the assignment of loose equipment from the resource overview. You can
remove loose equipment by dragging it into the resource overview. Only using transaction BP is it
possible to remove fixed equipment from a transport unit. For more detail, refer to Equipment.
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2.4.10.1.5 KPI
Information about defined Key Performance Indicators is displayed here.
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2.4.10.2 Quantity Control
You determine the type of quantity control for each transport unit in transaction BP in the vehicle
depot in the role IDM Vehicle Depot in the Transport Units tab in the group box Transport Units in the
Control column.
This quantity control can conducted on two levels:
o
o
Transport Unit
Loading Unit,
For example, you can set a tank truck as a Loading Unit and set the accompanying trailer as a
transport unit. If you change the quantity control for a transport unit, trip planning must be
restarted. Future trips will be created using the new quantity control. Existing trips will not be
changed.
If you change the transport unit and the involved transport units have different quantity controls,
then the assigned loading will be released for planning again. A corresponding message will appear.
2.4.10.2.1 Transport Unit
If the quantity control is set to transport unit, the graphics will appear as follows when you select at
least one of the pushbuttons for Loading, Load or Unloading:
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During allocation of the quantities from the accordion menu, the background will become colored.
After allocating the quantity, the graphics appear as follows.
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If you already assigned a material to the transport unit, you can assign another material to it.
You can make the assignment from both the accordion menu under the Worklist and directly from
the road map.
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2.4.10.2.2 Loading Unit
If the quantity control is set to Loading Unit, the graphics will appear as follows.
After allocating the quantity, the graphics appear as follows.
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2.4.10.3 Graphics for the Transport Unit
When you mark a trip in the Gantt chart, the corresponding transport unit is indicated.
In this case, two transport units are involved in the trip:
The selected transport unit is indicated by a blue background. The Loading Units of the selected
transport unit will be displayed above the graphics.
By selecting a trailer, its background will become colored and it Loading Units will be displayed in the
graphics for the Loading Units:
2.4.10.3.1 Change Transport Unit
You can replace, add or remove a transport unit.
Change current tractor vehicle:
o
o
Select another tank truck from the dropdown menu of the trip header in the Gantt chart.
Drag a tractor vehicle from the resource overview onto the current tractor vehicle.
Remove current trailer:
o
Drag the trailer into the resource overview.
Add further trailers:
o
Drag a trailer from the resource overview to the back of the tractor vehicle or last existing
trailer.
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Change current trailer:
o
Drag a trailer from the resource overview onto the current trailer.
You can configure the graphics for the transport unit in the Customizing of ILAP under Integrated
Dispatch Management (IDM) -> Trip Planning -> Transport Unit -> Define Transport Unit Categories
from the details view of a TU.
2.4.10.3.2 Text Information
Information about a transport unit is displayed on mouseover.
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2.4.10.3.3 Context Menu
You have the following options:
o
Delete Transport Unit from Trip
The selected transport unit will be deleted.
o
Transfer Loading from Previous TU
All released loadings will be transferred to the selected transport unit.
o
Return Loading from Previous TU
All released loadings will be returned for the selected transport unit.
o
Worklist.
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2.4.10.4 Graphics for the Loading Units
The graphics differ according to the quantity control that is set. As in the accordion menu, signs are
also used to indicate material conditions:
Sign
Meaning
Explanation
+
Loading Material
=
Material on Board
-
Unloading Material
2.4.10.4.1 Loading Unit
In this graphic, both Loading Units of a transport unit are displayed. All three material conditions
Loading, Load and Unloading were selected.
Every allocated material is displayed in a different color. You define this setting from the ILAP menu
under Integrated Dispatch Management (IDM) -> Master Data -> Assign Material to Material
Planning Group Indicator. In the standard, the color black is used.
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When you select a transport unit in the graphics for the transport unit, the Loading Units will be
displayed as follows if you set the Loading Unit quantity control for the transport unit.
2.4.10.4.2 Transport Unit
If Transport Unit is set as the quantity control, all Loading Units for the transport unit will be
displayed. Here the material condition Load was selected.
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2.4.10.4.3 Material Selection
Selecting the Loading, Load and Unloading
which materials will be displayed.
pushbuttons determines
Indicator
Meaning
Explanation
+
Loading
=
Load
-
Unloading
You can select individual materials
or also all of the materials
.
Using this subdivision, it is possible to illustrate which materials the outbound delivery material is
composed of. For example, a sale material can be made from two other materials which makes it a
mixed product. This will then indicate that the loading of material X together with material Y on
board result in the material Z.
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2.4.10.4.4 Mixed Product
Here is an example:
In the worklist of the accordion menu, the material in the tank is indicated by the sign (=), the
discharge material by the sign (-) and both loading materials by the sign (+).
The order was assigned to Loading Unit 2. Because the unloading material (-) consists of two
materials, (+), each material is colored differently.
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The composition of the mixed product is shown in the quick infos:
You determine the data for the mixed product in the master data of IDM under Edit Mixed Products.
The material OGSD_411 consists to 80% of the material OGSD_401 and to 20% out of the material
OGSD_421.
The mixed product is also displayed in the Loading Overview in Vehicle grid.
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2.4.10.4.5 Overloading
When you assign the quantities of a transport unit (TU) and then change the TU, the Loading Unit of
the new TU could be too small.
This overfilled Loading Unit in the new tank truck will be indicated by a hatched area.
Drag this quantity into the accordion menu and then assign it to a suitable Loading Unit.
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2.4.10.5 Process Flow
A trip was selected in the Gantt chart and the materials are displayed in the accordion menu.
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Now you can drag the order quantities onto a transport unit / Loading Unit.
Loading Unit 6 was filled.
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If a quantity is too large for the Loading Unit, it will be divided into the other Loading Units. In this
example, Loading Unit 5 is too small for the quantity, so Loading Units 2 and 3 are filled also. Filling is
always conducted from left to right.
At the same time, already filled Loading Units are skipped.
Once there are no longer any Loading Units to the right available, the remaining quantity that could
not be allocated will be left over in the accordion menu. You can then assign the remaining quantity
to a free Loading Unit on the left or exchange the transport unit or assign a trailer.
You can move the quantities between the Loading Units.
2.4.10.5.1 Fill Loading Units and/or Vehicle
You can fill a Loading Unit and/or a transport unit in following ways:
o
o
Drag an item from the accordion menu. This is the usual way.
You can distribute all sales orders by selecting Spread Worklist Among TUs from the context
menu of the Worklist in the accordion menu.
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You can add additional sales orders or loadings to the Loading Unit and / or transport unit in the
following ways:
o
o
o
Drag an item from the road map.
Drag an unloading form the Unloadings grid.
Drag an entry (material in vehicle, own stock, purchase contract) from the Loading Plants
and Contracts grid.
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2.4.11 Views
Use the Switch Driver / Transport Unit View
transport unit view.
pushbutton to switch between the driver view and
In the views, the drivers and transport units (only tractors) will be displayed which are assigned to
the top delivery zone that you used as a parameter for starting Trip Planning. The drivers are sorted
in ascending order by last name. The transport units are sorted in ascending order by transport unit
number within the vehicle depots which are also sorted in ascending order.
Use the Select Driver or Transport Unit
trucks.
pushbutton to hide certain drives or transport units with
2.4.11.1 Driver View
Red colored drivers
are assigned to a forwarding agent.
You assign a driver to a forwarding agent in the transaction BP using the Relationships pushbutton.
Select the Is Driver for relationship category when you are assigning a driver with the role IDM Driver
to a forwarding agent. Select the Has Driver relationship category when you are assigning the driver
to a forwarding agent. The relationship category required for this relationship assignment is IDMFWA
which is supplied in the standard version and was created with transaction BUBA.
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When you click on a driver, an information screen will be displayed. For example, the standard
vehicle and the standard equipment of the driver will be displayed. This displayed information is
designated by the program and cannot be configured in Customizing.
Click on the information screen to close it.
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2.4.11.2 TU View
2.4.12 Select Driver or Transport Unit
Use the Select Driver or Transport Unit
want to display.
pushbutton to select which drivers or transport units you
If for example a driver will be on sick leave for a considerable period, you can remove the
corresponding indicator to hide them.
In the following figure, the indicator was removed for the driver Artlake who then no longer appears
in the driver view.
Afterwards, select the OK
pushbutton or, again, the Select Driver or Transport Unit
pushbutton to close the selection window.
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2.4.13 Search
You can search for a trip number or a group number both of which can also be temporary numbers.
The found object will be indicated both on the road map and in the Gantt chart.
To do this, select Search
. Select Trip or Group from the dropdown selection menu, enter a
number, and select the Find
pushbutton.
Your entry must always contain as many places as defined in the Customizing of ILAP under
Integrated Dispatch Management (IDM) -> Trip Planning -> Trip and Item Categories and Delivery
Zones -> Number Ranges.
In the standard system, trip and group numbers have 10 characters and temporary numbers 9
characters. Temporary numbers have a dollar sign ($) at the beginning as a tenth character. You must
also enter the dollar sign in the search.
A message will appear if a number does not exist.
Select the Cancel
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or Search
pushbutton to exit the search.
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2.4.14 Transportation Report
You can print out a transportation report to give to the driver. Output of the transportation report is
controlled by the Post Processing Framework (PPF).
The standard system contains the Smart Form named /IDM/TR_TRIP_REPORT.
If you want to use your own transportation report, you must create a corresponding Smart Form and
insert it into the transaction SPPFCADM under the application /IDM/TR -> action profile
/IDM_TR_TRIPG -> action definition /IDM/TR_PRINT_TRIPG -> processing type Print Smart Forms for
IDM Group Data. In addition, you must define the processing class and processing method. You can
also use the supplied processing class /IDM/CL_TR_PPF_PROCESSING.
The PPF condition setting in the standard system is set to create a spool request for the
transportation report after a group is released. You can use the report /IDM/TR_TRIP_REPORT to
display and print the transportation report manually.
In addition, it is possible to print Notes in the IDM Note Class on the transportation report to inform
the driver.
You must enter a language into the Language field for the driver in the BP transaction for the IDM
Driver role under Address -> Additional Fields.
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Which language the route description will finally be printed in depends on different factors. The
language determination is depicted in the following figure:
Language for Route
Description
Language
Assigned to
Driver in BP
Yes
Yes
Language
Exists on
xServer
No
No
Logon Language
SAP System
Language
Exists on
xServer
Yes
Assigned Driver
Language in BP
Logon Language
SAP System
No
English
The following languages are available in the current version of the xServer:
o
o
o
o
o
DE
EN
FR
NL
ES
o
o
o
o
German
English
French
Dutch
Spanish
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PT
IT
SV
DA
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Italian
Swedish
Danish
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The following figure displays this section of a transportation report using the default settings of the
standard system:
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2.4.15 Notes
Notes can be displayed to the dispatcher in the quick info of the document on the road map. To
make this possible, you must define and assign a text information schema in the Customizing of ILAP
under Integrated Dispatch Management (IDM) -> Trip Planning -> Text Information.
The following figure illustrates one possibility for displaying the text information of a document:
If you configure the print control accordingly, you can print the notes onto the transportation report
for the driver.
2.4.15.1 Generate Notes
There are two possibilities for generating notes.
2.4.15.1.1 OGSD Note Application
You can generate notes automatically during the creation of a sales order in telephone sales. The
note is order-related and is, thereby, the same for all orders.
You define a note class under Sales -> Notes -> Define Note Classes. You make the settings for
automatic note generation under Sales -> Telephone Sales -> Posting Control -> Set Parameters for
Creation of Sales Documents.
If you prefer, you can define your own short text in OGSD Customizing for Sales under Notes ->
Define Standard Texts for Notes. The short text may be a maximum of 40 characters long.
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2.4.15.1.2 Standard
You can use this method for a differentiated text output. For example, you can set a short text for
each sales order individually.
In Customizing for ILAP under Integrated Dispatch Management (IDM) -> Trip Planning -> General
Settings -> IDM Document Category -> Assign Application and Document Category to IDM Document
Category, you can enter two text IDs which you defined for the Sales Document -> Header in the
Customizing of SAP under Sales -> Basic Functions -> Text Control -> Define Text Types.
You can edit the texts using transactions VA01, VA02 and VA03 from the menu Goto -> Header ->
Texts. Text editing for the header data will appear.
In OGSD, you can open the texts in telephone sales using the pushbutton for Order Texts
. Text editing for the header data will appear.
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2.5
Combination Groups
Combination groups can only be used with IS-OIL.
This function is used when a trip or group is being checked to determine whether the defined
indicators match trip requirements.
You define the indicators used for checking the compatibility of products and Loading Units and of
transport units and customers as well from the ILAP menu under Integrated Dispatch Management
(IDM) -> Master Data -> Combination Groups -> Define Combination Groups. This makes it possible to
check whether a Loading Unit is allowed to contain a specific product or whether a transport unit has
specific technical tooling.
The assignments can also be conducted using the corresponding standard transactions. However,
you can use this function to make all of the assignments centrally.
TD Customizing
The workflow as described above is depicted in the following figure:
Indicators for
• Customer/Transport Unit
• Product / Compartment
IDM Master Data
Assign indicators
Indicator Group
Assign Groups
• Product Group
Material Master, MM01
View Sales general/Plant, Field: Prod. CGr.
• Compartment Group
Equipment as Transport Unit*
• Transport Unit Group
Equipment as Transport Unit*
• Customer Group
Customer,
VD01 with Sales Area
Pushbutton Additional Data IS-OIL general;
Tab IS-OIL: Transport;
Field Comb.Group Customer
* IDM uses transport units and no vehicles. Die Sicherung der Zuordnung erfolgt in ein Append im Stammsatz des Equipments über
die TA /IDM/TR_CMPBTY und nicht in eine Standard-Tabelle.
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2.5.1 Requirements
You are using IS-OIL.
You have defined one or more methods in the Customizing for ILAP under Integrated Dispatch
Management (IDM) -> Trip Planning -> General Settings -> Edit Event Methods from the main menu
under Checks -> Trip Planning -> Vehicle.
You have defined a check schema for the Vehicle check group in the Customizing for ILAP under
Integrated Dispatch Management (IDM) -> Trip Planning -> Checks -> Define Check Schema and have
also assigned a trip category under Assign Check Schema to Trip Category.
Default settings are included for both Customizing activities.
2.5.2 Screen Layout
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You select the combination group to be processed from a tabstrip.
o
o
o
o
Product Combination Group
Loading Unit Combination Group
Customer Combination Group
Transport Units Combination Group
You select the combination group from a pull-down menu
in the header area of a tab.
The indicators are displayed in the left area of a tab.
The objects that you assign to the group will be displayed in the right area of a tab.
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The assignments are:
o
o
o
o
Materials of Product Group
Loading Units of Loading Unit Group
Customers of Customer Group
Transport Units of Transport Unit Group
You can sort the columns.
2.5.3 Process Flow
The Product Combination Group will be used as an example of the process flow which is identical for
the other groups.
2.5.3.1 Create Combination Group
1. Select the desired tab from the tabstrip.
2. Select Create Group
.
3. The Create Group dialog box will appear.
Enter a name and text for the group and select Save.
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The new group will be displayed in the field for the group selection.
4. Select Change
, and then the indicators from the Select column. An edit symbol
will be displayed in the Action Icon column for the selected indicators.
5. Select Save
.
A message will appear to inform you if the selected combination of indicators already exists.
The settings will not be saved. The settings will be saved if the combination is new.
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2.5.3.2 Add Object to Group
1. Select a group from the pull-down menu in the header area.
2. Select Add
. The Create Group dialog box will appear. Find and select the materials
you want to add and select OK. The new material will appear with a symbol in the table
3. Select Save
.
.
2.5.3.3 Delete Object
1. Select one or more rows.
2. Select Delete
3. Select Save
. A deletion symbol will be displayed
.
.
2.5.3.4 Delete Combination Group
Before a combination group can be deleted, you must first remove the assignment.
1. From the SAP Easy Access Main Menu, select ILAP > Integrated Dispatch Management (IDM)
-> Master Data -> Combination Groups -> Edit <OBJECT> Group.
2. The corresponding screen will appear TD Compatibility Group Assignment: <OBJECT> Group
Assignment. Select the product combination group.
3. Select Assignments
. The corresponding screen will appear TD Compatibility
Group Assignment: Assignment of Groups and Indicators - the existing assignments will be
highlighted.
4. Select Remove all
and save your changes. The corresponding screen will
appear TD Compatibility Group Assignment: <OBJECT> Group Assignment.
5. Select Maintain Group
6. Select a row, then Delete
.
, and save your changes.
2.5.3.5 Create Indicator
1. From the SAP Easy Access Main Menu, select SAP -> Tools -> Customizing -> IMG -> Execute
Project.
Continue by selecting Goto -> SAP Reference IMG. Continue from Industry Solution Oil & Gas
(Downstream) via -> TD (Transportation and Distribution) -> TD Master Data ->
Compatibilities -> Maintain <OBJECT> compatibility indicators.
2. Select New Entries
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2.5.3.6 Delete Indicator
1. From the SAP Easy Access Main Menu, select SAP -> Tools -> Customizing -> IMG -> Execute
Project.
Continue by selecting Goto -> SAP Reference IMG. Continue from Industry Solution Oil & Gas
(Downstream) via -> TD (Transportation and Distribution) -> TD Master Data ->
Compatibilities -> Maintain <OBJECT> compatibility indicators.
2. Select a row, then Delete , and save your change.
2.5.4 Functions
The following will explain the general functions used in the combination groups area.
2.5.4.1 Sorting
Column contents can be sorted in ascending and descending order. This is done by selecting the
column header. Repeat the click to reverse the sorting order. The sorting order is indicated by an
arrow.
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2.5.4.2 Filtering
Select Filter
if you want to set a filter. You can use an asterisk (*) as a placeholder in more than
one column simultaneously.
Here is an example:
A row for filter entries will appear after selecting Filter
.
Make your entries for the filter criteria and press ENTER.
Now only the materials matching your filter criteria will be displayed.
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Selecting Remove Filter
will remove the filter settings.
Table Selection Menu
is used to select or deselect all entries.
2.5.4.3 Processing Status
Symbols indicating the processing status will be displayed in both the header area of the group and in
the left and right sections as well until the changes have been saved.
Entry was changed.
Entry is flagged for deletion.
Entry was newly created.
2.5.4.4 Navigation
Depending on the web browser, pushbuttons for navigating through the tabstrip will be displayed in
the corner to the right of the tab titles.
The following table shows the differences:
Web Browser
Display
Internet Explorer
Only displayed when the window is too small for displaying all tabs
simultaneously.
Firefox
Always displayed.
Safari
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2.5.4.5 Entries
Two fields indicate how many of the existing entries are being displayed.
The field to the right, which is not editable, displays the number of existing entries. The left field is
used to specify how many of the existing entries will be displayed.
2.5.4.6 Locking
An object that is being processed at a different location, for example, a material in the material
master, cannot be added. This will be indicated by a message and by a symbol
column.
in the Action Icon
2.5.5 Example
A tank at a customer location requires a hose with a minimum length of 50 meters for filling. This
indicator must be entered for both the customer and the transport unit. During the assignment of
the document into the Gantt chart, a check will be made to verify whether the indicators of the
customer and transport unit match. The method used to conduct this check is set in the Customizing
of ILAP under Integrated Dispatch Management (IDM) -> Trip Planning -> General Settings -> Edit
Event Methods. A mismatch will result in the output of a message in the trip planning.
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2.6
Reconciliation (RC)
Reconciliation enables you to account for trip data that differs after delivery to the customer. In
doing this, you enter the actual delivered quantity in addition to other input and post the data. This
data will then be available for another application.
Start Reconciliation from the ILAP menu under Integrated Dispatch Management (IDM) using either
the browser Reconciliation (Browser) or the GUI Reconciliation (GUI).
2.6.1 Requirements
You have created trips in Trip Planning and have checked and released these and the group also. Only
then, can they be processed in Reconciliation.
You have made the necessary settings in the Customizing of ILAP under Integrated Dispatch
Management (IDM) -> Reconciliation (RC).
2.6.2 Screen Layout
The process steps can be selected from the header area.
The left screen area has search functions and a display for the results.
Header data of the trip is displayed in the upper right area.
Item data of the trip is displayed in the lower right area.
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2.6.3 Functions
2.6.3.1 Header Area
You can select whether the data will be displayed in display or change mode from the header area.
First, you must select a trip from the search area before you can switch to the transaction type
Change. The currently selected transaction type will be displayed in a field to the right.
If a trip is released, you can no longer switch into the transaction type Change.
In addition, you can save, check, release and post your data entry.
For example, if you want to exit the application after releasing, you must save first to prevent loss of
your changes.
If you save a bulk trip, a trip with the same trip number will automatically be created as a
reconciliation trip. The bulk trip will be deleted when all of the trips belonging to this group have
been posted in the trip planning. The also applies to trips or groups from which the loadings were
transferred.
The check routines that you defined will be called when checking. By default, a check is made for the
remaining quantity.
Before it is possible to post, the trip must be released after checking. You can use event methods to
determine what happens when posting. For examples, a data collation report can be created for
OGSD or an IDoc can be created. You have conducted the necessary settings in the Customizing of
ILAP under Integrated Dispatch Management (IDM) -> Reconciliation -> General Settings -> Edit Event
Methods. You assign the method to an action under Integrated Dispatch Management (IDM) ->
Reconciliation -> Actions -> Configure Actions.
Executable functions will be displayed blue font and inactive functions in gray. You can save and
check (blue font) a trip that has the status In Processing, but you will not be able to release or post
(gray font).
Required input fields, such as the Plant
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2.6.3.2 Additional Function
Under certain conditions, the function Delete Items That Cannot Be Saved
will also be displayed in the header area.
Case 1:
o
o
o
In RC, you have added an item from the result list of the document search as a new item to a
trip in the Items tab.
In the meantime, the dispatcher places the item into the Gantt chart on the road map in the
trip planning.
Select Save.
Case 2:
o
o
You have added or copied rows to the Items tab without specifying an item category.
Select Save.
After saving, two messages and the additional function Delete Items That Cannot Be Saved will be
displayed.
In addition, the corresponding item will be highlighted in the Items tab. Case 2 is represented in the
following figure:
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Proceed as follows:
1. Select Delete Items That Cannot Be Saved.
The item was deleted. A message about this will be displayed.
2. Select Save.
The trip was saved. A message about this will be displayed.
In case 2, you can enter the missing item category and select Save.
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2.6.3.3 Search
You can search for trips, loadings and documents.
The top delivery zones which are assigned in the master data under Create Dispatcher can be
selected from the Top Deliv.Zone field. If no top delivery zone is selected, all top delivery zones will
be included in the search.
The objects found will be displayed in a result list.
You can sort the columns in ascending or descending order. By default, the newest object with the
highest number is displayed at the top of the list.
2.6.3.3.1 Trips
Enter the search criteria and select Search
. The trips found will be displayed in the result list.
When you save a bulk trip, a reconciliation trip with the same number will be created.
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The header status of the trip will be displayed as a symbol under the Status column in the result list.
The header status of the trip will only be updated after selecting Save
.
The following table explains the header status:
Symbol
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Description
Meaning
Clock
In Processing
Scales
Checked
Green Tick
Released
Black Dot
Partially Posted
Checkered Flag
Posted
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2.6.3.3.2 Loadings
. The documents found will be displayed in the
result list. Contracts that are not valid within the validity period will not be displayed.
You can drag a loading from the result list as a new item into the Items tab of an existing trip.
1. Select a row and click to grab its corresponding cell in the first column.
2. Drag the item to the desired location and release it.
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3. A loading with the new item will be inserted.
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2.6.3.3.3 Documents
. The trips documents will be displayed in the result
list. Items of documents which have been processed already will not be displayed.
You can drag a document from the result list as a new item into the Items tab of an existing trip.
1. Select a row and click to grab its corresponding cell in the first column.
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2. Drag the item to the desired location and release it.
3. An unloading with the new item will be inserted.
2.6.3.4 Header Data
General data will be displayed in a header tabstrip with three tabs.
2.6.3.4.1 Overview
2.6.3.4.1.1 Trip Number
This displays the trip number.
2.6.3.4.1.2 Header Status
Displays the header status of the trip.
o
o
o
o
o
In Processing
Checked
Released for Posting
Partially Posted
Posted
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2.6.3.4.1.3 Group Number
Displays the group number from the trip planning.
2.6.3.4.2 Delivery Date
Displays information about the delivery date and times of the trip. You can configure the input
properties of the fields in the Customizing of ILAP under Integrated Dispatch Management (IDM) ->
Reconciliation (RC) -> Grid -> Define Field Control Schema.
2.6.3.4.3 Administration
Displays information about the creation of and changes to the trip. You can configure the input
properties of the fields in the Customizing of ILAP under Integrated Dispatch Management (IDM) ->
Reconciliation (RC) -> Grid -> Define Field Control Schema.
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2.6.3.5 Item Data
The item data will be displayed in a tabstrip in these tabs:
o
o
o
o
Items
Remaining Quantities
Material Movements
Activities
Depending on the tab and transaction type, certain functions will be available. General functions will
be explained in the following while the special functions will be in the section corresponding to their
tab.
2.6.3.5.1 Items
The items of a trip which are composed of loadings and unloadings are displayed here.
The Change transaction type enables the order of rows to be rearranged by dragging. To do this,
select a row and drag the row into a new position.
Item 000010 in the following figure is being dragged into a new position beneath item 000020:
To calculate the remaining quantity in the Remaining Quantities tab, you must enter an identical
external bill of lading number for the items that are to be cleared.
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2.6.3.5.1.1 Editing Functions
These editing functions will be displayed when you select the transaction type Change.
Select transaction type Change in order to activate the functions.
2.6.3.5.1.1.1 Add Row
This inserts a row beneath the currently selected row. The row will be inserted into the first position
when no row is currently selected.
Once you have executed this function, a row will be inserted each time you press ENTER.
2.6.3.5.1.1.2 Copy Row
Creates a copy of the currently selected row directly beneath itself.
2.6.3.5.1.1.3 Delete Row
This will delete the selected row or rows that you previously created using Add Row or Copy Row.
Items originating from the trip cannot be deleted. Using the item status, these original
items can only be deactivated (item will be ignored) or reset (item will be made
available for trip planning again).
2.6.3.5.1.1.4 Table Selection
The Table selection menu
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is used for selecting or deselecting all of the rows.
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2.6.3.5.2 Remaining Quantities
This tab will display all of the remaining quantities if there are any.
The remaining quantities are displayed in the unit of measure of the loading. The red asterisk (*)
indicates that the Plant (Plnt) and Storage Location (SLoc) are required input fields. The remaining
quantity is unloaded to this plant and storage location.
To calculate the remaining quantity, you must enter an external bill of lading number in the Items tab
for the items that belong together.
2.6.3.5.3 Material Movements
This tab will display all of the material movements of each item for the trip.
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2.6.3.5.4 Activities
This tab will display all of the activities for the trip. This data is only informative and is not processed
any further.
If you have selected the Change transaction type, you can enter the actual times for the activities
here and the editing functions are active:
2.6.3.5.4.1 Editing Functions
These editing functions will be active when you select the transaction type Change:
2.6.3.5.4.1.1 Row Field
This determines how many rows will be inserted or added.
2.6.3.5.4.1.2 Insert Row
This inserts a row above the currently selected row.
2.6.3.5.4.1.3 Add Row
This adds a row below the currently selected row.
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2.6.3.5.4.1.4 Delete Row
This will delete the selected row that you previously created using Insert Row or Add Row. Original
rows cannot be deleted.
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2.6.4 Process Flow
1. Select a trip category from the Trip Category field in the Trips tab, enter your search criteria
and select Find
.
2. Select a row to display the items of the trip in the Items tab.
3. Select Display <-> Change
to switch the transaction type to Change
. Enter the quantities for the loading and unloading as well as
the external bill of lading number. Each loading must have a corresponding unloading with
the same external bill of lading number unless the unloading did not occur. If no actual
external bill of lading number exists, enter a freely selected number. This is the only
possibility for calculating the remaining quantity.
4. Press ENTER.
The Remaining Quantities tab will display all of the remaining quantities if there are any. Enter
the plant and storage location where the remaining quantity is to be unloaded.
In the Material Movements tab, the material movements that are necessary for the trip will
be displayed.
The Activities tab will display the activities of the trip. Enter the actual duration of the
activities. The specification is only informative.
5. Select Save
. A reconciliation trip with the same number as the bulk trip will be
created. The header status in the result list will only change after saving.
6. Select Check
. The checks configured in Customizing will be conducted and the
required input fields will also be checked. A message will display the result.
7. Select Release
. The trip is released for posting and changes are no longer
possible. Finally, you must select Save.
Select Post
. The trip will be deleted from the trip planning. Depending on the
setting, an OGSD data collation report can be created.
If you are not working with OGSD Data Collation, the Posting step is without
function.
All steps can also be conducted for the trip category Bulk Trip. Then during posting of the bulk
trip at the very latest, it will be saved as a reconciliation trip.
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3
Dashboard (DB)
In the Dashboard, data from a data source is displayed graphically.
In this documentation, the settings of the standard system will be described. In this case, trip
planning data is involved. All of the released trips will be displayed for a period between the current
date and 14 days into the past.
The data selection is made using a Business Add-In (BAdI). A BAdI is required for each data source.
You define the display type Customizing. The data source ID establishes the connection between the
BAdI and Customizing.
3.1
Requirements
You have created a structure with the data that is to be displayed.
You have implemented a BAdI for each data source.
You have made the appropriate settings in the Customizing of ILAP under Dashboard.
Under Define and Assign Tab Groups, you must combine the tabs and tab groups. When the
Dashboard is started, it will only display one combination of tabs for the group ID that is transferred
by each corresponding program call. Thereby, different tabs can be combined thematically.
An installation of one of the following Web browsers with the Flash Player is required for displaying
the Web Dynpro components:
Web Browser
Version
Microsoft Internet Explorer
8
Mozilla Firefox
3.6
Apple Safari
5
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3.2
Screen Layout
In the Dashboard, tabs are displayed which, in turn, can contain several windows. For example, you
can have one tab for financial data and another for sales data with windows for special key figures
such as sales revenue or volume.
In the example figure, the same data is displayed different ways.
This layout is included as an example in the standard system:
There are the following tabs:
The IDM Overview tab contains these windows:
The IDM TripInfos tab contains these windows:
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3.3
Functions
You start the Dashboard in Trip Planning using the Dashboard
pushbutton.
If several tabs appear, click each one to open it.
Double-click on a header bar of a window to maximize it and repeat the double-click to reduce its
size back to normal. You can also execute these functions by selecting the corresponding
pushbuttons. Moreover, you can minimize the window into the taskbar of the tab using a
pushbutton.
The pushbuttons in the view:
o
Reduce Window
o
Maximize Window
o
Hide Window in Tab Taskbar
Click on the window title
in the taskbar to enlarge the window again.
Drag the windows at the header bar to change the sequence of the windows.
Quick infos will display information about the individual elements, for example, about a sector of the
pie chart.
It is possible to navigate within the charts. However, this requires that data is available for the
respective element. Clicking on a corresponding element will open a further chart which takes the
place of the original chart. To enable this functionality, corresponding links between elements and
charts must be defined in Customizing. Clicking on any part of this second chart leads back to the
original chart.
Select the Refresh
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3.4
Pie Chart
In a pie chart, you have different display options.
3.4.1 Display Options
Select a display option from the menu.
Independently of the selected display option, the data for a sector is displayed on mouseover. Refer
to example none.
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3.4.1.1 callout
The data will be displayed outside of the sector and connected to the corresponding sector by a line.
This is the default setting.
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3.4.1.2 inside
The data is displayed inside of the sector.
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3.4.1.3 inside with callout
The data is displayed inside of the sector. The data is displayed inside of the sector. The data for the
segment will only be displayed as a callout when there is not enough space.
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3.4.1.4 none
No data will be displayed for the sectors. The data of a sector is only displayed on mouseover.
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During mouseover:
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3.4.1.5 outside
The data is displayed outside of the sector.
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4
4.1
Sales Action (SA)
Function
You can use this application to map the commission transaction. The action partner (commission
recipient) provides services to a group of ship-to parties (delivery locations) in a specific region.
The company issues a quotation to its action partner for the delivery of various products with
different delivery data and prices. The action partner gives this quotation, with modifications if
necessary, to its ship-to parties.
When a quotation results in an order, a commission settlement will be made for the action partner
based on the orders that are delivered to its ship-to parties.
4.2
Requirements
You must create a customer hierarchy in the OGSD transaction /ICO/MO_H1 Change Customer
Hierarchy. There you select a node and assign it an action partner and default values for the entry of
sales orders by selecting Action Partner
.
For further information regarding the customer hierarchy see here.
You have created the number range /OTAS/SA.
You have made the appropriate settings in the Customizing of ILAP under Sales Action.
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4.3
Create Action Document
1. Start the application from the SAP Easy Access Main Menu screen via SAP Menu -> ILAP ->
Sales Action -> Start Sales Action.
2. Select Create
.
3. Enter an action partner.
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You have two possibilities for selecting the action partner:
1. Input the action partner directly and press ENTER. If only one node is assigned to the
action partner, the data will be displayed directly on the Ship-To Party tab. If several
nodes are assigned to the action partner, the dialog box for the Node Selection will
appear. All of the nodes assigned to the action partner will be displayed. Select one
node.
2. Select the input help to enter the dialog box for the Partner Selection. All of the
partners with the existing nodes will be displayed. Select the partner with the desired
node.
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The system will display the data for the ship-to parties of the node in the Ship-To Party tab.
4. Enter the Quotation Valid To date into the Header Data tab.
5. Change or enter missing data in the Order Data tab.
6. Select a quotation item and select Append Row.
Input a material and select ENTER.
Enter a price or adjust the data. If necessary, add more items.
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7. Save you entries. A message about the action document number will appear.
8. Send the quotation. You can configure the system, for example, to send e-mails or standard
letters.
You can only change header data and quotation items when the status is A.
4.3.1 Change Action Documents or Enter Order Data
The order data is derived from the purchase orders made by the ship-to parties in response to the
quotations they received.
1. Select a row in the Ship-to Party tab and then Select Order Data
Document dialog box will appear.
. The Change Action
2. Enter data and select Continue.
In the Customizing of ILAP under Sales Action -> General Settings, you can activate the Multiple Order
Items per Ship-To Party indicator. Then, when a quantity is entered into several items, the first item
in the selected row will be transferred. A data record will be added to the table for each of the
further items.
You can create only one order item for each quotation item and each ship-to party.
Double-click the ship-to party to make the master data of the customer appear.
You can only change order item data having status B, C or D for which no sales and distribution
documents exist yet.
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4.3.2 Generate Orders
1. Select an Action Document and switch the mode to Change
.
2. Select one or more rows with entered order data and then select Generate Orders
. The
system creates a sales order and the order number will be displayed. If the sales order could
not be successfully created, an error message will be displayed in the Log tab.
Only errors will be displayed in the log when an order is generated.
Double-click the sales document number to make the order appear.
A symbol in the Status column will indicate whether the item has been deleted in the meantime from
the sales and distribution document.
4.4
Status
The status ranges from A to E. Status A to D is allocated by the system automatically and E is assigned
manually.
You can change the status using a pushbutton Change Status
which can be
blended in. This requires that you assign the user authorization for changing the status of the
/OTAS/SA authorization object.
Action documents can have the following statuses:
Status
Comment
A Entered
Header data and quotation items can be
changed.
B Quotation Sent
Order data can be entered.
C Standard Letter Sent
Order data can be entered.
D Document in Process
At least one order was generated. The status can
now be changed to E.
E Balanced
Sales action is completed. The document is
completely balanced.
This is the only status to be allocated by the user
manually.
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4.5
General Functions
Other applications can be opened by selecting certain pushbuttons:
o
Customer Hierarchy
Opens editing for the Customer Hierarchy.
o
Action Partner
Opens the master data of the action partner.
o
Text Objects
Opens the SAPscript Standard Texts (SO10) transaction.
You can set the display for another pushbutton in the Customizing of ILAP under Sales Action ->
General Settings. For example, you can add Notes.
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4.6
Evaluation
This report determines the processing status of action documents. The data is derived from the
billing document.
In addition, you can delete the action documents of all processing statuses independently of the
quotation validity by selecting the checkbox Delete Documents.
4.6.1 Process Flow
1. Start the evaluation from the SAP Easy Access Main Menu screen via SAP Menu -> ILAP ->
Sales Action -> Start Evaluation. The Sales Action Initial Screen screen will appear:
2. Enter the selection data and select Execute.
The Sales Action Display Document Data screen will appear:
All of the action documents found will be displayed in a table with their existing items and processing
status. The table also includes sales orders and billing documents.
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Symbol
Meaning
Comment
Red Traffic Light No sales order and no billing document exist.
No order has been generated
from the action document item
yet.
Yellow Traffic
Light
Sales order exists, but no billing document.
An order has been generated
from the action document
item. The corresponding
number and item of the sales
document will be displayed.
Green Traffic
Light
Sales document and billing document exist.
The order item has been billed
already. The data of the billing
item will be displayed.
Gray Traffic
Light
Order item was deleted.
A sales order has been
generated from the action
document item. However, the
corresponding order item was
subsequently deleted.
3. Select the Delete Documents indicator if you want to delete documents.
Select Execute.
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4. The Sales Action screen will appear: Delete Documents.
All of the action documents will be displayed in a table without their items.
5. Select the action documents that are to be deleted and select Delete Documents
.
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5
5.1
Structure of Application
5.1.1 Main Procedure
You can use Continuous Product Replenishment to control the periodic automatic delivery of
materials to your customers.
5.1.2 Analysis Projects
Projects with consumption based algorithms determine when the next deliveries will be needed by
forecasting both weather-dependent and weather-independent consumption from storage objects
based on customer-specific consumption key figures and statistical and actual weather data.
Projects based on cyclical algorithms determine when the next deliveries will be needed in
interconnection with defined calendars and conditions.
5.1.3 Storage Objects to Be Monitored
The storage objects to be monitored are completely defined in the customer master data of the shipto parties. All of the individual parameters that help to determine due deliveries are also stored here.
The customers and their monitored storage objects are summarized into customer hierarchies which
are referenced by the analysis projects.
5.1.4 Generating Result Lists with Replenishment Algorithms
CPR projects analyze regularly, for example, on a daily basis, which of the monitored storage objects
will become due for delivery within a monitored time horizon.
The projects can be set to filter out each delivery that is due next or also several deliveries per day
for the individual storage objects. All of the next due deliveries within a horizon can also be found.
All of the due deliveries will be placed into result lists that can be further processed by a set of
available processes.
The items of the result lists can still be edited manually within a scope that can be defined in
Customizing.
All of the actions of the analyses and, if applicable, subsequent changes are recorded in log files.
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5.1.5 Executing Processes Based on the Result Lists
The due deliveries in the result lists of the CPR analyses will be further processed by a set of
processes that are defined in the project.
In addition, all details of the process execution will be recorded in the log files.
5.1.6 Integrating into Batch Jobs
The overall process from the analysis to the execution of all processes connected with the CPR
project can be automated using batch jobs. The process flow can also be conducted in steps using
dialogs for interaction in individual actions.
5.2
Purpose
You can use the analyses of CPR to continually calculate the expected material consumptions of your
customers and to monitor the approach of defined reorder points. In addition, you can monitor your
customers for due deliveries based on defined cycles.
CPR can completely generate your orders or aid you in effectively planning sales promotions with
greater forecasting precision in regards to times and quantities. This improves your customer
retention.
Furthermore, this will enable you to forecast your mid- and long-term material purchasing
requirements. Moreover, the logistical processes and refilling points of the deliveries are optimized.
5.2.1 Features
This shipment of CPR with Add-on contains different features.
5.2.1.1 General Features
o
o
o
o
Integration of SAP IS-OIL Storage Objects
Complete integration of CPR master data in the SAP customer master
Detailed logs
Parallel processing for analyses and subsequent processes
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5.2.1.2 Features of Product Replenishment Regarding Consumption Forecast
You can use the analysis to determine the next delivery dates to your customers for heating oil, gas
or another material by forecasting weather-dependent fuel consumption using either long-term
statistical degree day coefficients or current weather data or weather forecasts.
In addition, you can also define standard consumption factors for weather-independent
consumption.
o
o
o
o
o
Weather-dependent and independent consumption definitions
Characteristics for determining the initial consumption factors of storage objects
Group definitions for storage objects that are delivered to at the same time
Optimization of delivery date and quantities
Automatic adjustment of consumption factors based on actual deliveries
5.2.1.3 Product Replenishment Features Using Fixed Cycles
You can use this process to determine the next delivery dates to your customers for heating oil, gas
or another material by analyzing current due dates based on delivery cycles defined by calendar.
o
o
o
Delivery based on a number of calendar or consumption days with individual factory
calendars, multiple deliveries per day
Delivery by number of weeks, delivery on various days of the week
Delivery by number of calendar months or years
The basics for the consumption forecast are:
o
o
o
Previous consumption data of customer
Statistical degree day coefficients from weather stations and regions
Current weather data from weather stations and regions
The analysis project defines the algorithm for calculating the forecast result and, thereby, the
mathematical model.
You can implement your own algorithms using a standard interface by making the corresponding
settings in Customizing.
You can define forecast processes that the system will execute for you after the analyses have been
conducted. The ILAP shipment contains:
o
o
o
o
Generating e-mails for you customers
Creating notes for your sales organization
Creating sales orders
General processing such as creating or changing sales documents
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These forecast processes enable you to act on time instead of waiting on incoming orders from your
customers.
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5.3
Requirements
You have made the required settings in the Customizing for ILAP under Continuous Product
Replenishment (CPR).
You have made the required settings from the SAP Easy Access Main Menu screen under SAP menu > ILAP -> Continuous Product Replenishment (CPR) -> Master Data.
From the SAP Easy Access Main Menu screen, you have created two customer hierarchy types using
/ICO/MO_FORECAST as the transaction code under SAP menu -> OGSD -> Sales -> Master Data ->
Customer Hierarchy -> Create Customer Hierarchy Type.
o Customer hierarchy type CA with the group CPR Analysis
o Customer hierarchy type CG with the group CPR Group Replenishment
You have a free choice of names.
You have created the customer hierarchies for your customers.
For further information regarding the customer hierarchy see here.
You have defined the IS-OIL storage objects of the ship-to parties and the master data parameters.
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5.4
CPR Screen Layout
The entry to make the screen appear from the SAP Easy Access Main Menu screen is under SAP menu
-> ILAP -> Continuous Product Replenishment (CPR) -> Continuous Product Replenishment (CPR). The
screen is divided into the following parts:
o
Menu Bar
o
Application Bar
o
Navigation Area
o
Object Data
The functions for Edit Stocks, Delete Stocks and Display Change Documents are located in the menu
bar under Goto.
You can create and manage favorites in the upper part of the navigation area. The lower part displays
a tree structure of projects and their lower-level objects. The Show or Hide Navigation Area
pushbutton toggles the display of the application bar.
Data will be displayed on the right side that corresponds to the object that is currently selected in the
navigation area. In the example above, project data is being displayed.
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5.4.1 Processes
You can also use the SAP job control to conduct the analyses of your CPR projects and execute the
processes with the due deliveries from the result lists.
5.5
Conducting an Analysis
You analyze projects daily now; thereby, filtering out the storage objects that require new deliveries
within the analysis horizon.
For projects containing customers with fixed delivery contracts, orders can be automatically
generated with the inclusion of e-mails and shipping notifications if necessary.
For projects containing customers without fixed delivery contracts, notes can be generated for your
telephone sales employees.
5.5.1 Procedure
1. Start the Continuous Product Replenishment (CPR) application from the SAP Easy Access Main
Menu screen under SAP Menu -> ILAP -> Continuous Product Replenishment (CPR) ->
Continuous Product Replenishment (CPR). The Continuous Product Replenishment screen will
appear.
2. Create a project. To do this, select New Project
. In the General group box,
enter a Project Name, select a Segment ID and then, select a Customer Hierarchy from the
Selection tab. From the Processes tab, you can also create processes, for example, Generate
Note. The processes available for selection depend on which algorithm is assigned to the
Segment ID.
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Algorithm
Processes
OTAS_FCR
Generate Sales Order
Generate Note
Generate E-Mail
OTAS_ADR
Generate Sales Order
Generate Note
Generate E-Mail
OTAS_DDR
Generic Order Handling
Generate Note
Generate E-Mail
For the Generate Note and Generate E-Mail processes, you must enter additional data into
the corresponding tab.
For the Generate Note process, enter the data into the tab Processes -> tab Generate Note.
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For the Generate E-Mail process, enter the data into the tab Processes -> tab Generate EMail.
3. Select Save
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. The created project will be displayed in the navigation tree.
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4. Select Conduct Analysis from the context menu of the project that you created.
5. You can view the result in the Results List tab.
6. Select Save Result and Log
to open the dialog box <System Name> Name of Results List.
If necessary, change the proposed name and select Continue. The system inserts the symbol
for the results list into the navigation tree and adds the log to it as a subnode.
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7. Select Release Results List from the context menu of the results list.
The system inserts the symbols of the processes defined in the project as subnodes.
8. Select Start Process from the context menu of the desired process.
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The process is conducted for all result lines that are not locked. All processing messages will
be displayed in the Log tab.
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5.6
Define Regional Structures
These settings can be found from the SAP Easy Access Main Menu screen under SAP Menu -> ILAP ->
Continuous Product Replenishment (CPR) -> Master Data.
5.6.1 Use
With this function, you can create weather stations and regions in your sales area.
Enter the following data for each weather station:
o
o
o
Statistical degree day coefficients for weather-dependent usage types
Monthly portions as percentages of the degree day coefficients for weather-dependent
usage types
Postal codes for assigning each of your customers to a station
Long-term statistical degree day coefficients and their monthly allocation are published by
various climate centers. These will be used by default for days without any weather data.
5.7
Define Default Groups
These settings can be found from the SAP Easy Access Main Menu screen under SAP Menu -> ILAP ->
Continuous Product Replenishment (CPR) -> Master Data.
5.7.1 Use
With this function, you define fixed values for the Sales Organization and Sales Document Type that,
for example, the CPR process for Order Generation will transfer to the order database. Then, you
assign a default group to each CPR storage object in the customer master data under Additional Data
IS-OIL BDRP -> Continuous Product Replenishment -> Additional Doc. Values -> Default Group.
Beforehand, you have optionally determined which table fields will be required entry fields for CPR
order generation in the Customizing of ILAP under Continuous Product Replenishment (CPR) -> Define
Required Entry Fields for Default Groups.
Example:
Define the following in Customizing:
Table VBAK-VKORG, BAPISDHD1 Sales Organization
Table VBAK-AUART, BAPISDHD1 Sales Document Type
In the master data under Define Default Groups, you define the following settings:
For default group VKORG1:
VBAK-VKORG, BAPISDHD1 Sales Organization:
VBAK-AUART, BAPISDHD1-Sales Document Type:
VBAK-VTWEG, BAPISDHD1 Distribution Channel:
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ORG1
OTA
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For default group VKORG2:
VBAK-VKORG, BAPISDHD1 Sales Organization:
VBAK-AUART, BAPISDHD1 Sales Document Type:
VBAK-VTWEG, BAPISDHD1 Distribution Channel:
ORG2
OTA
G4
You make these assignments:
All ORG1 storage objects to default group VKORG1
All ORG2 storage objects to default group VKORG2
Result:
All CPR orders for the storage objects of sales organization ORG1 will obtain the value for
ORG1/OTA/G3.
All CPR orders for the storage objects of sales organization ORG2 will obtain the value for
ORG2/OTA/G4.
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5.8
Enter Weather Data
This function can be found from the SAP Easy Access OGSD screen from the SAP Menu -> ILAP ->
under Continuous Product Replenishment (CPR).
5.8.1 Use
With this function, you can enter the daily weather data of previously measured past days for each
weather station. In addition, you can also enter the forecast data, if available, for the future days of
the weather stations.
You must enter the minimum and maximum temperatures and the unit of measurement for each
position. A position corresponds to one or more calendar days that appear in sequence according to
the entries in the Date fields. If only the first Date field contains an entry, then the position is only
valid for that day. Refer to the example.
The days for which you enter no weather data will be accounted for using the statistical degree day
coefficients for weather-dependent consumption.
These annual values for degree day coefficients for heating and cooling and their monthly portions
are published by weather stations and climate centers as Long-Standing Statistical Values. You must
have entered these in Define Regional Structures.
5.8.2 Example
From
To
min
Max
UoM
Comment
-14
-2
CEL
Valid only for 12.01.2011
12.01.2011 12.01.2011 -14
-2
CEL
Valid only for 12.01.2011
25.06.2011 26.06.2011 15
25
CEL
Valid for several days
12.01.2011
Using the Long-Standing Statistical Values, the daily weather-dependent consumption will be
calculated from 13.01.2011 to 24.06.2011.
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5.9
Edit Stocks
This function can be found from the SAP Easy Access OGSD screen under SAP Menu -> ILAP ->
Continuous Product Replenishment (CPR) in the Goto menu of the Continuous Product Replenishment
screen.
5.9.1 Use
You can use this function to enter the stock data of IS-OIL storage objects that is being monitored by
CPR, for example:
o
o
o
Physical Dipping (1)
Stock Specification After External Delivery (2)
Informational Stock Specification (5)
Other stock types cannot be entered manually, for example:
o
o
o
CPR Results from Weather Data - Logical Dipping (3)
CPR Result from Weather Forecast (4)
Open CPR Order - Planned Delivery Quantity (6)
o Delivered CPR Order - Actual Delivery Quantity (7)
The number in parentheses specifies the type of stock determination located in the Type of
Determination field of the table.
Of all the stock determination types that can be entered, only the Physical Dipping can be used as a
reliable reference stock for the Consumption algorithm of the CPR analysis.
From every last analysis, the analysis saves the calculated dip using the stock type CPR Result from
Weather Data - Logical Dipping and the forecasted dips using the stock type CPR Result from
Weather Forecast.
The data from all of the stock determination types with the exception of CPR Result from Weather
Data - Logical Dipping will be deleted by the Delete Stocks report after the lifetime that is defined in
Customizing expires.
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5.10 Delete Stocks
This report can be found from the SAP Easy Access OGSD screen under SAP Menu -> ILAP ->
Continuous Product Replenishment (CPR) and in the Goto menu of the Continuous Product
Replenishment screen.
5.10.1 Use
You can use this report to delete the following stock data of IS-OIL storage objects that are being
monitored by CPR:
o
o
o
o
o
o
Physical Dipping
Stock Specification After External Delivery
Informational Stock Specification
CPR Result from Weather Forecast
Open CPR Order - Planned Delivery Quantity
Delivered CPR Order - Actual Delivery Quantity
The data of the individual stock types will only be displayed for deletion after the corresponding
lifetime which is defined in Customizing under Define Stock Types has expired.
The report can also be executed as a job.
5.11 Display Change Documents
This report can be found from the SAP Easy Access OGSD screen under SAP Menu -> ILAP ->
Continuous Product Replenishment (CPR) and in the Goto menu of the Continuous Product
Replenishment screen.
5.11.1 Use
You can use this report to display a log of entries that you made manually with the transaction to
create, change and delete customer master data.
The display incorporates the CPR parameters for the following table names:
o
o
o
o
o
o
o
OIISOCIKN - Storage Objects of Ship-To Parties
OIISOCTSM - Time-Dependent Assignments of Material to Storage Object
/ICO/MO_SOCMETH - Time-Dependent Assignments of Methods to Storage Object
/ICO/MO_PR_MUSG - Time-Dependent Assignments of Usage Types to Storage Object
/ICO/MO_PR_CFTH - Dip
/ICO/MO_PR_SCPKN - Site Control Parameters of Ship-To Parties
/ICO/MO_PR_CHRCT - Characteristics of Storage Objects
The change document object for the customer master data is DEBI and the object value is the
customer number.
You can also evaluate the table names selectively.
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5.12 Process Job Variants
This function can be found from the SAP Easy Access Main Menu screen under SAP Menu -> ILAP ->
Continuous Product Replenishment (CPR).
5.12.1 Use
With this function, you can setup the execution of analyses using a job.
5.12.2 Procedure
1. Access the defined projects using Project ID or Project Name and set the Start Processes
indicator, if necessary, which will immediately start the processes.
2. Select either via Goto -> Variants -> Save as Variant, enter Name and Description for the
variant and save your input and then Save or
select Execute and process the job immediately.
Then you can schedule the created variant as a job using transaction SM36.
In this transaction, you have the possibility to use Execute for conducting an analysis immediately. If
you are using Parallel Processing, the job will run for an immediate execution according to the
definitions set for the foreground. Further information about background jobs is located here.
3. You can select and display the created logs from the Continuous Product Replenishment
screen.
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5.13 Display Adjustments of Consumption Factors
This function can be found from the SAP Easy Access OGSD screen from the SAP Menu -> ILAP ->
under Continuous Product Replenishment (CPR).
5.13.1 Use
You use this function to display the log of the consumption factors that were automatically adjusted
when the goods issues were posted.
For the storage objects whose consumption is monitored by CPR, the consumption factors refer to kfactors for weather-dependent usage types and to yearly consumption quantities for weatherindependent usage types.
The consumption factors can be adjusted automatically when all of the usage types for a storage
objects are defined for the entire year from 01. January to 31. December.
The automatically adjusted consumption factors for the usage types of a CPR storage object will only
be transferred into the master data of the storage object when the deviation of the actual
consumption from the expected consumption lies within the framework of the conditions defined for
the storage object. Any adjustments made will be indicated by a green traffic light in the items of the
storage object.
You define the conditions for each storage object in the customer master data by selecting the
Additional Data IS-OIL BDRP pushbutton and in the location of the Continuous Product Replenishment
tab, Usages, Automatic Adjustment of Consumption Factors field group. If you do not want the
consumption factors of a storage object to be adjusted automatically, select the option Enter KFactors Manually Only.
An automatic adjustment will make the consumption factors match the actual consumption exactly
when the consumption calculation lies within period of the previous delivery. In doing so, the
manually defined ratio of the usage types for each storage object will be kept constant.
If the actual consumption from the storage object does not allow for the adjustment of the
consumption factors, this will be indicated in the displayed items by a yellow or red traffic light with
explanatory texts that can be viewed.
The recalculated consumption factors of a storage object are also displayed in the log when the
traffic light indicates that the automatic adjustment would violate the conditions that you defined.
You can enter the consumption factors manually using the Edit Consumption Value pushbutton.
While doing so, the default values for the consumption factors in the customer master data will be
displayed.
Using the Reset Consumption Value pushbutton, you can return the values for all automatically or
manually adjusted items, which have chronologically preceding values, back to their most recent
previous state.
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You can only manually edit the most recent items of each storage object and usage type, because
these are the only ones that correspond to the consumption factors of the customer master data.
The entered consumption factors indicated by the user name of the editor will be written as new
records into both the adjustments log and the master data of the storage object.
The log can only display a development that can be chronologically traced when no manual changes
to consumption factors in the customer master data have been made in the meantime.
Using the specified quantities and stocks of the current delivery, the actual consumption since the
previous delivery will be calculated. If no Stock Quantity is transferred during the goods issue posting
for the storage object, the calculation for actual consumption will be conducted according the fill
quantity left in the storage object in relation to the CPR parameter for the Maximum Fill Level of
Storage Object as a Percentage of Its Maximum Capacity. If a stock quantity was transferred, then
the Physical Dipping After Delivery will be used; see example A.
The time of the Previous Delivery is used as the last preceding delivery. However, when the partial
deliveries are made in quick succession, the CPR parameter for Minimum Interval in Calendar Days to
Previous Delivery is necessary for making a correct adjustment; see example B.
5.13.2 Example
5.13.2.1 A. Fill Level Left in Storage Object After Delivery
A storage object has
o
o
Maximum Capacity of 300 UoM and
Maximum Fill Level of 80 percent which calculates to 240 UoM.
Independently of the planned delivery quantity, 225 UoM is delivered which fills the storage object
completely.
The goods issue posting for the storage object contains a delivery quantity of 225 UoM. The results
as - Replenish as usual - no transfer of Stock Quantity.
The automatic adjustment of the consumption factor will assume that the tank has been filled to its
maximum capacity of 80 percent.
A different delivery and goods issue posting for the same storage object:
For some arbitrary reason, 100 UoM is delivered to the storage object, but, untypically, it is
determined that the fill level at 60 % deviates from the expected Maximum Fill Level.
The goods issue posting for the storage object contains a delivery quantity of 100 UoM and the Stock
Quantity as a Percentage of Maximum Capacity at 60% will be transferred.
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The automatic adjustment of the consumption factors will be calculated to reflect actual
consumption based on the 60% fill level and the current consumption factors can be correctly
determined.
5.13.2.2 B. Minimum Interval for Previous Delivery in Calendar Days
A storage object has
o
o
Maximum Capacity of 300 UoM and
Maximum Fill Level of 80 percent which calculates to 240 UoM.
Independently of the planned delivery quantity, 125 UoM is now delivered which does not fill the
storage object completely. The actual fill level of the tank is transferred during the goods issue which
results in the correct determination of the new consumption factors.
Since this was a partial delivery, the storage object receives another delivery two days later that
makes the tank full.
To prevent the goods issue posting that belongs to the delivery that is two days old from being used
as the reference which might cause a very imprecise calculation of the consumption factors, you
have set the CPR parameter for the Minimum Interval to Previous Delivery in Calendar Days to 3 days.
This will cause the previous and current partial deliveries to be combined and the same reference
that was used for the first partial delivery to be used again for the total quantity. This will lead to the
greatest possible precision in calculating the adjusted consumption factors.
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6
6.1
Function
This report is used to compile the data from the Integrated Petroleum Report (IM) for transfer to the
Bundesamt für Wirtschaft und Ausfuhrkontrolle (BAFA) (Federal Office of Economics and Export
Control in Germany).
This does not include all parts and sheets.
The following table indicates which parts and sheets are included and those that are not:
Part
Sheet Included
A
B
Sheet Not Included
Description
All of Part A
Revenues and processing of crude
5 to 7, 8 to 10
Revenues and turnover from
petroleum products
11
Import and Export
70 to 72, 73 to 75
lubricants
petroleum, liquefied petroleum gas,
refinery gas and petroleum coke
80
Attachment to B
81
Issues to international bunkers and
inland sales by usage areas
C
13
Available inland stocks
Available / countable foreign stocks
and countable inland stocks
12, 14, 15
All relevant transactions for the selected period will be evaluated and totaled by transaction or
product.
The output is produced as a list. Copy the contents of this list into a Microsoft Excel template. While
doing so, all IM fields will automatically be filled in the correct location.
The template is available at SAP Note No. 1588911.
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6.2
Requirements
You have made the appropriate settings in the Customizing of ILAP under Integrated Petroleum
Report (IM).
Column keys are predefined for product differentiation in conformance with the BAFA. These can be
assigned to customer-specific IM groups. By default, the MARA-EXTWG field is used for this purpose
which you can change in the Customizing of ILAP under Integrated Petroleum Report (IM) -> General
Settings.
For usage differentiation, line keys have been predefined in the Customizing of ILAP under Integrated
Petroleum Report (IM) -> Define Lines. For these, customer-specific selection conditions have been
stored, for example, the industry key and account group.
You have an installation of Microsoft Excel.
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6.3
Process Flow
1. Start from the SAP Easy Access Main Menu under SAP Menu -> ILAP -> Integrated Petroleum
Report (IM) -> Integrated Petroleum Report.
2. Enter the posting period and other options, if needed, select the Download checkbox, enter
the directory and file name and select Execute.
3. The screen for the Integrated Petroleum Report will appear.
You can view messages in the log from which you can also display the critical material
documents that have errors. To do this, select Log
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The Log screen will appear.
Select Back
to return to the screen of the Integrated Petroleum Report.
Select Back
once again.
4. The dialog box for the <System> Download will appear where you make your selection.
5. A message will appear in the status line after the download.
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6. Open the IM Template Excel file and save it under a different name with the specification of
the month and year.
7. Select the Defaults tab, check the company number and enter the month and year. These
values will be copied into all of the IM sheets.
8. Enter the initial stock in row 16. Use the closing stock in row 18 from the previous report.
9. Copy the data from range of A1 to R408 as values from the Excel list that was downloaded
from the SAP system
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into the D1 field of the SAP Data tab.
10. Send the data to BAFA as you would normally do.
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7
Geographical Data
In the ILAP menu under Geographical Data, you can automatically locate the addresses of business
partners or customers.
You can enter the geocoordinates manually into the ILAP Geocoordinates tab using transaction VD02
after selecting Additional Data ILAP.
The xServer LOCATE service is used as the source for the geographic coordinates. The determined
geographic coordinates will be saved in the table /OTAS/RSM_GEODAT and entered for the
corresponding business partner or customer.
7.1
Process Flow
1. Enter the selection data. You can set the Test Run indicator in the Parameters group box. A
test run will then be conducted for which no data is written to the database.
Select the Execute pushbutton.
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2. The Display logs screen will appear containing all of the messages.
3. Expand an entry in the overview to see its subentries.
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4. Double-click one of the expanded subentries in the overview to view the corresponding
message text in the lower part of the screen.
5. When you double-click on a message text, the BP Business Partner transaction will appear for
a business partner and for a customer, transaction XD03 Display Customer will appear.
Coordinates were entered for a business partner in the Address tab in the group box
Geographical Coordinates.
For a customer, the coordinates were entered into the Geocoordinates tab that you entered
using the Additional Data ILAP pushbutton.
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8
8.1
Glossary
D
8.1.1 Delivery Zone (DZ)
This determines a geographical area for the outbound delivery of each Material Planning Group
Indicator (MPGI).
The delivery zones can also be hierarchically structured by making higher or lower level assignments
with other delivery zones. The highest level in the hierarchy is the Top Delivery Zone (TDZ).
Subordinated / lower level are sub delivery zones.
The subject as described above is depicted in the following figure:
Top Delivery Zone (TDZ)
1st Level
Deliveryzone (DZ)
2nd Level
DZ
3rd Level
DZ
Lowest
Level
DZ
Lowest
Level
Deliveryzone (DZ)
2nd Level
DZ
3rd Level
DZ
Lowest
Level
DZ
Lowest
Level
DZ
3rd Level
DZ
Lowest
Level
DZ
Lowest
Level
DZ
3rd Level
DZ
Lowest
Level
DZ
Lowest
Level
DZ
Lowest
Level
You define delivery zones in the Customizing of ILAP under Integrated Dispatch Management (IDM) > Trip Planning -> Trip and Item Categories and Delivery Zones -> Define Delivery Zones.
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8.2
L
8.2.1 Loading Unit
This determines the container in which loadings are placed such as a compartment for example. It is
assigned to a transport unit.
8.3
M
8.3.1 Material Planning Group Indicator (MPGI)
This groups materials which are planned together in IDM.
You define MPGIs in the Customizing of ILAP under Integrated Dispatch Management (IDM) -> Trip
Planning -> General Settings -> Define Material Planning Group Indicators.
8.4
T
8.4.1 Trip Category
Controls which data is relevant when creating a trip and how the system will process this data.
You can only assign one trip category to a TDZ.
For example, you can define a trip category for each of the following product groups because the
processes for sales and distribution of the product groups are very different:
o
o
o
Fuels
Lubricants
Services
You define the trip category in the Customizing of ILAP under Integrated Dispatch Management
(IDM) -> Trip Planning -> Trip and Item Categories and Delivery Zones -> Define Trip Category.
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ILAP 1.0 Documentation

Transcription

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