SAP TM - Planning and Network Tutorial

SAP TM 9.
0 - Planning and Network Tutorial

Tutorial Version 5.7 (Monday, 29 January 2013)
Revision:
Friday, 29 January 2013
SAP TM Version:
SAP TM 9.0
Author
Christian Knirsch
SAP TM 9.0 - Planning and Network Tutorial
Copyright 2012 SAP AG. All rights reserved.

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specifications may vary.
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and its affiliated companies ("SAP Group") for informational purposes only, without representation
or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to
the materials. The only warranties for SAP Group products and services are those that are set forth
in the express warranty statements accompanying such products and services, if any. Nothing
herein should be construed as constituting an additional warranty.
TABLE OF CONTENTS
1 INTRODUCTION .............................................................................................................................................6
1.1 Why this Guide? .............................................................................................................................. 6
1.2 How to Use this guide ..................................................................................................................... 6
1.3 Help ................................................................................................................................................... 6
1.4 Customizing ..................................................................................................................................... 6
1.4.1 Overview ......................................................................................................................................... 6
1.4.2 Customizing Request ..................................................................................................................... 7
2 SCENARIO ......................................................................................................................................................8
3 BASE CONFIGURATION ...............................................................................................................................9
3.1 Model and Version ........................................................................................................................... 9
3.2 Organizational Model and Business Partners .............................................................................. 9
3.2.1 Overview ......................................................................................................................................... 9
3.2.2 Forwarding House ........................................................................................................................ 10
3.2.3 Sales and Purchasing Organization ............................................................................................. 11
3.3 Means of Transport ....................................................................................................................... 12
3.4 Document Types ............................................................................................................................ 14
3.4.1 Forwarding Order Type ................................................................................................................ 14
3.4.2 Freight Order Type ....................................................................................................................... 16
3.4.3 Freight Booking Type ................................................................................................................... 17
3.5 Item Type ........................................................................................................................................ 18
3.6 Schedule Type ............................................................................................................................... 19
4 MASTER DATA ............................................................................................................................................21
4.1 Business Partners ......................................................................................................................... 21
4.1.1 Overview ....................................................................................................................................... 21
4.1.2 Customer ...................................................................................................................................... 21
4.1.3 Carrier ........................................................................................................................................... 22
4.2 Customer ........................................................................................................................................ 23
4.2.1 Overview ....................................................................................................................................... 23
4.2.2 Example ........................................................................................................................................ 23
4.3 Transshipment Locations ............................................................................................................. 25
4.3.1 Create ........................................................................................................................................... 25
4.4 Transportation Zones .................................................................................................................... 25
4.4.1 Overview ....................................................................................................................................... 25
4.4.2 Example ........................................................................................................................................ 26
4.5 Zone Assignment .......................................................................................................................... 28
4.6 Vehicle Resources ......................................................................................................................... 29
4.6.1 Create ........................................................................................................................................... 29
4.6.2 Example ........................................................................................................................................ 30
4.7 Transportation Lanes .................................................................................................................... 31
4.7.1 Overview ....................................................................................................................................... 31
4.7.2 Create ........................................................................................................................................... 31
4.7.3 Example: Intra-Zone Lane ............................................................................................................ 32
4.8 Check the Lane Setup ................................................................................................................... 33
4.8.1 Distance Between Two Locations ................................................................................................ 33
4.8.2 Existence of Lanes ....................................................................................................................... 35
5 USING THE NWBC .......................................................................................................................................36
5.1 Interactive Planning ...................................................................................................................... 36
5.1.1 Creating Schedules ...................................................................................................................... 36
5.1.2 Deleting Existing Freight Units and Freight Orders ...................................................................... 37
5.1.3 Creating Ocean Forwarding Order ............................................................................................... 38
5.1.4 Starting the Transportation Cockpit .............................................................................................. 40

5.2 Planning With the Optimizer......................................................................................................... 44
5.2.1 Planning Selected Entries ............................................................................................................ 44
5.3 Map-based Planning ..................................................................................................................... 44
5.3.1 Overview ....................................................................................................................................... 44
5.3.2 Installing and Activating Visual Business ..................................................................................... 44
5.3.2.1 Activating Map-based View ....................................................................................................... 44
5.3.2.2 Installing the AFC Whitelist Certificate ...................................................................................... 45
5.3.2.3 Specifying the Map Provider ..................................................................................................... 46
5.3.3 Starting the Map-based View in the Transportation Cockpit ........................................................ 48
5.3.4 Creating New Stages per Drag&Drop .......................................................................................... 50
5.3.5 Assigning Freight Unit to Freight Order ........................................................................................ 51
5.3.6 Assigning Freight Unit to Transshipment Location ....................................................................... 51
I hear and I forget. I see

and I remember. I do
and I understand.
Confucius
1 INTRODUCTION
1.1 Why this Guide?
We believe that hands-on experience is necessary to understand and implement SAP TM. This guide
helps you to get a first glimpse of the functionality of SAP TM.
1.2 How to Use this guide
This guide contains exemplary configuration and master data. Do not use the master data and
configuration with XX. Create your own example data and replace XX with a number or your
initials.
1.3 Help
TA is used as an abbreviation for transaction.
Please log on to the system in ENGLISH.
1.4 Customizing
1.4.1 Overview
In Customizing, you make certain settings that, together with your master data, determine system
behavior. Frequently, you are asked to go to Customizing - and this is what you have to do to get to
Customizing:
1. Enter TA SPRO.
2. Choose the
pushbutton.
You are now in customizing for SAP Transportation Management.

6
1.4.2 Customizing Request

Depending on your system settings, you may have to work with customizing requests.
You can create a new customizing request to store the changes you made in one system and transfer
these changes to another system. Choose Own requests or - if you do not have any open requests
choose
and enter an appropriate short description in the following screen.
Save the request and press enter in the Prompt for Customizing Request screen.
Always do right. This will

gratify some people and
astonish the rest.
2 SCENARIO
Mark Twain
This guide describes a scenario from Cologne to Chicago that uses two trucks and an ocean vessel.
The goods are transported from Europe to the US and the scenario allows you to select a port of
departure.
The involved business partners are the following:
Shipper 1 (Cologne)
Consignee 1 (Chicago)
The stages of the transport are the following:
Pre-carriage, full container load (Cologne - Bremen)

Main Carriage, port port (Bremen - Newark)
On-carriage, full container load (Newark Chicago)
3 BASE CONFIGURATION
After all is said and done, more is
said than done.
Aesop 620 BC-560 BC
Most likely, an active version and model have already been created in your system.
3.1 Model and Version

As a first step, SAP TM requires you to create an active model and version in each system.
If you access your SAP TM for the first time, you have to execute the following Customizing activity.
NOTE: You can execute this Customizing activity multiple times without harming your existing
setup.
3.2 Organizational Model and Business Partners

3.2.1 Overview
The organizational model in SAP TM is independent from the organization model in SAP ERP. SAP
TM 8.1 introduced the organizational unit Forwarding House which can be used for purchasing and
sales activities.
In Customizing for SAP Transportation Management, choose Transportation Management Master
Data Organizational Management Organizational Model Create Organizational Model.
Choose the New pushbutton, define a validity period...
and enter the following data:
On the Org. data tab page, choose the
pushbutton and select Org. Unit Function Company.
3.2.2 Forwarding House

In the Staff assignment (structure) screen area, select Organizational Unit XX and choose the
pushbutton. In the Choose Relationship pop-up, select Is line supervisor of.
Create the following forwarding house:

Organization
Code
Function
Forwarding House
FORW_XX
Description
Org Unit
Function
Forwarding House
XX
Forwarding
House
Parent Node
ORGUNIT_XX
10
To do this, switch back to the Org.data tab page and choose the New pushbutton.
3.2.3 Sales and Purchasing Organization

After you've created a forwarding house, create a sales organization and a purchasing organization in
the same manner.
NOTE: You might want to write down the organization ID that the system automatically
creates for your purchasing and sales organization (50001644 and 50001645 in this example)
because, when asked to enter the purchasing/sales organization later on in the scenario, you
will need to enter these organization IDs and NOT the codes (PURCH_XX and SALES_XX).
11
3.3 Means of Transport

Data Resources Define Means of Transport...
and create the following means of transport for both road transportation in Germany and the US
and sea transportation.
Low,
Medium,High,
and Average
Speed
Distance
Factor
Scheduled
Means of
Transport
Multiresource
Road
70
No
Yes,
Number
10
Truck DE
Road
70
No
Yes,
Number
10
Ocean vessel
Sea
28
Yes
No
Means of
Transport
Description
Mode
US_XX
Truck US
DE_XX
SEA_XX
12
The standard trucks are maintained as multi-resource trucks, i.e. you can define how many actual
trucks are available per means of transport. This reduces the maintenance efforts for creating your
master data.
NOTE: You can only enter the number of individual resources after you have saved your
entries.
Save your entries.

NOTE: Ignore the warning that you violate the name space by simply pressing Enter.
13
3.4 Document Types

3.4.1 Forwarding Order Type
In Customizing for SAP Transportation Management, choose Transportation Management
Forwarding Order Management Forwarding Order Define Forwarding Order Types.
Choose the New Entries pushbutton and create forwarding order type CUXX with the following data
(see next page):
14
15
3.4.2 Freight Order Type

In Customizing for SAP Transportation Management, choose Transportation Management Freight
Order Management Freight Order Define Freight Order Types.
Choose the New Entries pushbutton and create freight order type FRXX with the following data:
16
3.4.3 Freight Booking Type

In Customizing for SAP Transportation Management, choose Transportation Management Freight
Order Management Freight Booking Define Freight Booking Types.
Choose the New Entries pushbutton and create freight booking type FBXX with the following data
(see next page):
17
3.5 Item Type

In Customizing for SAP Transportation Management, choose Transportation Management
Forwarding Order Management Define Item Types for Forwarding Order Management.
18
Choose the New Entries pushbutton and create item type ITXX with the following data:
3.6 Schedule Type

Data Transportation Network Schedule Define Schedule Types and create a schedule type
for an ocean carrier (port to port) schedule.
19
Choose the New Entries pushbutton and create schedule type OCXX with the following data:
20
Be not ashamed of mistakes and

thus make them crimes.
4 MASTER DATA
Confucius
4.1 Business Partners
4.1.1 Overview
Enter TA /nBP to create the following business partners:
Customer/Carrier
US_01_XX
(Customer)
DE_01_XX
(Customer)
CAR_XX
(Carrier)
Address
Street: S Clark Street

Streetnumber:1154
Postalcode: 60605
City: Chicago
Country: US
Region: IL
Timezone
CST
Street: Riehler Str.

Streetnumber: 37
Postalcode 50668
City: Cologne,
Country: DE
CET
n.a.
n.a.
4.1.2 Customer
The following example shows you how to create business partner US_01_XX.
Choose the Organization pushbutton:
21
4.1.3 Carrier
After you have created your customers, create a carrier with business partner role Carrier (New).
22
4.2 Customer
4.2.1 Overview
Use TA /n/SCMTMS/LOC3 to create the following customers:
Customer
US_01_XX
Address
Timezone
Street: S Clark Street

Streetnumber:1154
Postalcode: 60605
City: Chicago
Country: US
Region: IL
CST
Street: Riehler Str.

Streetnumber: 37
Postalcode 50668
City: Cologne,
Country: DE
CET
DE_01_XX
Alternatively, on the SAP Easy Access Screen for SAP Transportation Management, choose
Transportation Management Master Data Transportation Network Location.
4.2.2 Example
The following example shows you how to create customer US_01_XX.
23
NOTE: Do not forget to assign the respective business partner to the customer you just created!
24
4.3 Transshipment Locations

4.3.1 Create
Technically, a transshipment location is a regular location, which is later assigned to another location.
Enter TA /n/SCMTMS/LOC3 to create the following transshipment location with location type 1011:
Name
Description
Country
Timezone
Address
H_US01_XX
Port Newark
US
EST
Street / House Number: Tyler Street 232

Postal Code/City: 07114 / Newark
Country: US / Region: NJ
H_DE01_XX
Port Bremen
DE
CET
Street/House number: Am Rosenbusch

13
Postal Code/City : 28790 Bremen
Country: DE
Transportation Management Master Data Transportation Network Location.
4.4 Transportation Zones

4.4.1 Overview
Enter TA /n/SCMTMS/ZONE and create the following transportation zones:
Zone
Included locations
US-TZ_01_XX
H_US01_XX
US_01_XX
DE-TZ_02_XX
DE_01_XX
H_DE01_XX
Transportation Management Master Data Transportation Network Define Transportation
Zone.
25
4.4.2 Example
The following example shows you how to create transportation zone US-TZ_01_XX
Choose the New pushbutton and enter the following data:
Assign your destination location and your transshipment location in the US to the transportation zone.
26
As a result, the transportation zone US-TZ_01_XX looks like that:
Transportation zone DE-TZ_02_XX looks like that:
27
4.5 Zone Assignment

Enter TA SCMTMS/LOC_TRANS and assign the following transportation zones to the following
transshipment locations:
Transportation Zone
Transshipment Location
US-TZ_01_XX
H_US01_XX
US_01_XX
DE-TZ_02_XX
DE_01_XX
H_DE01_XX
Transportation Management Master Data Transportation Network Define Transshipment
Location Assignment.
28
4.6 Vehicle Resources

A vehicle resource is an actual vehicle that transports goods from A to B, e.g. truck 1 or ship Queen
Mary.
When you create a vehicle resource, you can assign a means of transport to it. Thus, this vehicle is
available for this mean of transport in any planning activities.
The available capacity of a vehicle cannot be maintained for a specific period of time. If you would like
to create a vehicle with limited availability times,create shift sequences.
4.6.1 Create
On the SAP Easy Access Screen for SAP Transportation Management, choose Master Data
Resources Define Resource.
29
Create the following vehicle resources:
Resource
Means of
Transport
Timezone
Description
Finite
TRUCK_US_XX
US_XX
CST
Truck US Standard
yes
TRUCK_DE_XX
DE_XX
CET
Truck DE Standard
yes
Capacity for the truck is 35 TO and 100 m3.
4.6.2 Example
Enter the technical name of the vehicle resource and choose the New pushbutton.
Assign one of the means of transport you created earlier to the vehicle resource.
30
On the Time-Cont. Capacity tab page, enter the following data:
4.7 Transportation Lanes

A transportation lane is a direct route between source location and destination location.
4.7.1 Overview
When you create transportation lanes, you have two general options:
1. You create individual transportation lanes for each pair of locations
2. You assign all your locations to a single transportation zone and create only one
transportation lane from the transportation zone to itself. This makes sense if you use IGS to
calculate the distances.
In the following, we pursue a mixed approach.
4.7.2 Create
Enter TA /n/SCMTMS/TL5 and create the following transportation lanes:
Type
From Location /
TZone
To Location /
TZone
Means of
Transport
Distance /
Duration
TSP
Selection
Intra-Zone Lane
US-TZ_01_XX
US-TZ_01_XX
US_XX
100 km / 48:00
Internal costs
Intra-Zone Lane
DE-TZ_02_XX
DE-TZ_02_XX
DE_XX
100 km / 48:00
Internal costs
31
Alternatively, on the SAP Easy Access Screen for SAP Transportation Management, choose Master
Data Transportation Network Define Transportation Lanes.
NOTE: You can change the proposed duration and distance manually.
4.7.3 Example: Intra-Zone Lane

On the Intra-Zone Lane/Loc. Transp. Lane tab page, enter the technical name of the transportation
zone you want to create and choose the Create pushbutton.
In the Means of Transport screen area, choose the New pushbutton...
and create means of transport DE_XX with the following data (see next page):
32
Choose the
pushbutton to save your entries.
4.8 Check the Lane Setup

A common problem in the setup of SAP TM is the maintenance of lanes. The following sections
describe how to use two reports that allow you to determine whether two locations are directly
connected and how far apart they are.
Unfortunately, there is currently no check which determines if two locations are connected via hubs.
4.8.1 Distance Between Two Locations

The transportation zone concept makes it sometimes difficult to determine the distance between two
locations within this zone.
You can use report /SCMB/TEST_DDD to determine the distance and duration between two locations.
In TA se38, enter /SCMB/TEST_DDD and choose the Execute pushbutton.
33
NOTE: The report does not tell you whether there really is a transportation lane between the locations
specified, it only returns distance and transport duration.
34
4.8.2 Existence of Lanes

Report /SCMB/TEST_LDDD checks whether two locations are connected by a transportation lane.
The report tells you if two locations are directly connected by a transportation lane or by a
transportation lane defined on transportation zone level.
In TA se38, enter /SCMB/TEST_LDDD and choose the Execute pushbutton.
35
5 USING THE NWBC

The following activities are performed in SAP NetWeaver Business Client, the web user interface of
SAP TM. You can start it by entering TA NWBC.
5.1 Interactive Planning
5.1.1 Creating Schedules
In SAP NetWeaver Business Client, choose Master Data Transportation Network Schedule
Create Schedule and create a schedule with schedule type OCXX.
Enter the following data in the General Data-tab:
36
Enter the following data in the Standard Port Sequence-tab and create a departure rule in the
Voyages-tab by selecting a weekday.
Once you have created a departure rule, choose Generate Voyages in the Voyages-Tab.
As a result, you can see all the voyages that can be used for planning:
5.1.2 Deleting Existing Freight Units and Freight Orders

In TA se38, execute the /SCMTMS/DELETE_BOS report to delete your existing freight units and
freight orders.
NOTE: Make sure that you do not delete freight units and freight orders from other people.
37
5.1.3 Creating Ocean Forwarding Order

In SAP NetWeaver Business Client, choose Forwarding Order Management Forwarding Order
Create Forwarding Order
and enter the following data:
38
Add the missing information on the General Data-tab:
In the Locations and Dates/Times tab page, enter your source location DE_01_XX and your
destination location US_01_XX.
In the Item tab page, insert your item type ITXX and enter the following data:
Pieces
Pieces UoM
Gross Weight
Gross Weigth UoM
Volume
Volume
UoM
ea
to
m3
On the Stages tab page, enter the source locations for your three stages:
DE_01_XX
H_DE01_XX
H_US01_XX
39
On the Charges tab page, enter the following data:
5.1.4 Starting the Transportation Cockpit

In SAP NetWeaver Business Client, choose Planning Planning Transportation Cockpit.
On the Selection screen, choose Selection as your Default View and enter your master data as
selection criteria.
You can add lines by choosing + and hide lines by choosing -.
40
41
In the transportation cockpit, you plan the freight unit stages per drag&drop:
drag the FU stage for pre-carriage and drop it on the vehicle TRUCK_DE_XX
drag the FU stage for on-carriage and drop it on the vehicle TRUCK_US_XX
42
drag the FU stage for main carriage and drop it on your schedule
The system creates three freight orders, one for each stage.
Save your planning results.
43
5.2 Planning With the Optimizer

5.2.1 Planning Selected Entries
Select your freight unit stages and choose Optimizer Selected Entries with all Resources.
The system creates three freight orders, one for each stage.
Choose the Accept pushbutton and save the result.
5.3 Map-based Planning

5.3.1 Overview
SAP TM supports interactive planning on the map. For example, you can assign freight units to
vehicles and/ or to freight orders. In addition, you can add stages to existing freight units via
drag&drop.
5.3.2 Installing and Activating Visual Business
In Customizing for SAP Transportation Management, you can activate the map-based view, install the
ACF Whitelist, and define your map provider.
5.3.2.1 Activating Map-based View
In Customizing for SAP TM, choose Transportation Management Basic Functions Geographical
Map Define Settings for Geographical Map.
44
Select the Activate Map-checkbox and save it as your georouting strategy:
5.3.2.2 Installing the AFC Whitelist Certificate

Map
Visual Business ACF Install ACF Whitelist Certificate...
45
and choose Install Certificate.
5.3.2.3 Specifying the Map Provider

Map
Visual Business Maintain Application Definitions...
46
...and enter your external map product and provider...
including the URL.
47
Finally, assign your map product to a map layer stack in your system.
5.3.3 Starting the Map-based View in the Transportation Cockpit

From the transportation cockpit menu, choose Show Map All...
to display your locations, schedules, and freight unit stages on the map:
48
You can also create further forwarding orders and display them all in the same map:
49
5.3.4 Creating New Stages per Drag&Drop

Select one or more freight units. To select more than one freight unit, use the Cnrt key.
Drop then on an existing location. This will create new stages.
50
5.3.5 Assigning Freight Unit to Freight Order

Select an unplanned freight unit and drag them to an existing freight order. This assigns the freight unit
to the freight order.
5.3.6 Assigning Freight Unit to Transshipment Location

Display the connected transshipment location on the the map via the map context menu (right mouse
click). Select Show additional hubs. Now additional transshipment locations are displayed and you can
add stages to your freight units.
51
www.sap.com
2012 SAP AG. All rights reserved.

SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP
BusinessObjects Explorer, StreamWork, SAP HANA, and other SAP
products and services mentioned herein as well as their respective
logos are trademarks or registered trademarks of SAP AG in Germany
and other countries.
Business Objects and the Business Objects logo, BusinessObjects,
Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and
other Business Objects products and services mentioned herein as
well as their respective logos are trademarks or registered trademarks
of Business Objects Software Ltd. Business Objects is an SAP
company.
Sybase and Adaptive Server, iAnywhere, Sybase 365, SQL
Anywhere, and other Sybase products and services mentioned herein
as well as their respective logos are trademarks or registered
trademarks of Sybase Inc. Sybase is an SAP company.
Crossgate, m@gic EDDY, B2B 360, and B2B 360 Services are
registered trademarks of Crossgate AG in Germany and other
countries. Crossgate is an SAP company.
All other product and service names mentioned are the trademarks of
their respective companies. Data contained in this document serves
informational purposes only. National product specifications may vary.
These materials are subject to change without notice. These materials
are provided by SAP AG and its affiliated companies ("SAP Group")
for informational purposes only, without representation or warranty of
any kind, and SAP Group shall not be liable for errors or omissions
with respect to the materials. The only warranties for SAP Group
products and services are those that are set forth in the express
warranty statements accompanying such products and services, if
any. Nothing herein should be construed as constituting an additional
warranty.

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SAP TM 9.0 - Planning and Network Tutorial

Copyright 2012 SAP AG. All rights reserved.

SAP TM 9.0 - Planning and Network Tutorial

SAP TM 9.0 - Planning and Network Tutorial

SAP TM 9.0 - Planning and Network Tutorial

5.1.4 Starting the Transportation Cockpit .............................................................................................. 40

SAP TM 9.0 - Planning and Network Tutorial

I hear and I forget. I see

You are now in customizing for SAP Transportation Management.

SAP TM 9.0 - Planning and Network Tutorial

1.4.2 Customizing Request

and enter an appropriate short description in the following screen.

SAP TM 9.0 - Planning and Network Tutorial

Always do right. This will

The stages of the transport are the following:

Pre-carriage, full container load (Cologne - Bremen)

SAP TM 9.0 - Planning and Network Tutorial

3.1 Model and Version

3.2 Organizational Model and Business Partners

Choose the New pushbutton, define a validity period...

SAP TM 9.0 - Planning and Network Tutorial

and enter the following data:

On the Org. data tab page, choose the

pushbutton and select Org. Unit Function Company.

3.2.2 Forwarding House

Create the following forwarding house:

SAP TM 9.0 - Planning and Network Tutorial

3.2.3 Sales and Purchasing Organization

SAP TM 9.0 - Planning and Network Tutorial

3.3 Means of Transport

SAP TM 9.0 - Planning and Network Tutorial

Save your entries.

SAP TM 9.0 - Planning and Network Tutorial

3.4 Document Types

SAP TM 9.0 - Planning and Network Tutorial

SAP TM 9.0 - Planning and Network Tutorial

3.4.2 Freight Order Type

SAP TM 9.0 - Planning and Network Tutorial

3.4.3 Freight Booking Type

SAP TM 9.0 - Planning and Network Tutorial

3.5 Item Type

SAP TM 9.0 - Planning and Network Tutorial

3.6 Schedule Type

SAP TM 9.0 - Planning and Network Tutorial

SAP TM 9.0 - Planning and Network Tutorial

Be not ashamed of mistakes and

Enter TA /nBP to create the following business partners:

Street: S Clark Street

Street: Riehler Str.

SAP TM 9.0 - Planning and Network Tutorial

SAP TM 9.0 - Planning and Network Tutorial

Street: S Clark Street

Street: Riehler Str.

SAP TM 9.0 - Planning and Network Tutorial

SAP TM 9.0 - Planning and Network Tutorial

4.3 Transshipment Locations

Street / House Number: Tyler Street 232

Street/House number: Am Rosenbusch

4.4 Transportation Zones

SAP TM 9.0 - Planning and Network Tutorial