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Solution Manager Content for Outbound Process with Cartonization Planning

S AP E W M 7 . 0 2 Solution Manager Content SP 31

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Table of Contents
Solution Manager Content for Outbound Process with Cartonization Planning ........................ 6 Outbound Process with Cartonization Planning .................................................................... 7 Configuration of Outbound Process with Cartonization Planning ........................................ 15 Activating BC Sets ............................................................................................................ 19 Configuration of Master Data ........................................................................................... 20 Creating Customers ...................................................................................................... 21 Creating Products ......................................................................................................... 22 Creating Fixed Bin Assignments for Products .............................................................. 24 Creating Packaging Materials ....................................................................................... 25 Creating Packaging Specifications ............................................................................... 26 Creating Routes ............................................................................................................ 32 Configuring Determination of Staging Areas and Doors .................................................. 35 Configuring Work Centers ................................................................................................ 36 Configuring Determination of Algorithm Profiles .............................................................. 37 Activating Application Logs .............................................................................................. 38 Configuration of Printing ................................................................................................... 39 Configuring Printing of Warehouse Orders ................................................................... 40 Configuring Printing of Handling Unit Labels ................................................................ 41 Configuring Printing of Delivery Notes and Loading Lists ............................................ 43 Test Case for Outbound Process with Cartonization Planning ............................................ 44

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Solution Manager Content for Outbound Process with Cartonization Planning

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Outbound Process with Cartonization Planning


You use this business process to send ordered goods to external customers. In this process, you send smaller quantities of different products to several customers using a single route. You pick the goods by waves into pick-handling units (pick-HUs) and consolidate them into shipping HUs. You then stage the shipping HUs and load them into a truck before posting the goods issue. Cartonization planning is the improvement of the creation of shipping HUs based on information from product master data and outbound delivery orders. Cartonization planning results in the creation of planned shipping HUs that you can use as templates for creating shipping HUs during picking or packing. In this process, you use cartonization planning to optimize the use of packaging materials and thus reduce the whitespace on the shippers truck. Cartonization planning provides you with information about volume, weight, and number of shipping HUs at an early point in time during the outbound process. You use this information to order transportation capacity for upcoming shipments and to repack the picked goods into shipping HUs at the packing station. The following figures illustrate the correlation between the physical process and the manual or automatic activities in the system:

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Outbound Process with Cartonization Planning Part 1


Physical Activity Step 1 Assign the outbound delivery orders to routes (EWM) Step 2 Create waves (EWM) Step 3 Carry out cartonization planning (EWM) System Activity
The system assigns outbound
delivery orders to routes

The system builds picking waves

A shipping office clerk creates planned shipping handling units for outbound delivery order items that are shipped at the next truck departure The shipping office clerk orders transportation capacity based on cartonization planning The shipper confirms the transportation capacity and communicates an external identifier

Step 4 Create a TU (EWM)

The shipping office clerk creates a TU with the external identifier and the route The system releases the waves, creates and prints WOs

Step 5 Release the waves (EWM) Step 6 Pick the goods (EWM)
A warehouse worker prepares a pick-HU, labels the pick-HU, and puts the pick-HU onto a resource The warehouse worker picks the goods into the pick-HU and moves the pick-HU to the packing station

A warehouse clerk creates the pick-HU and confirms the WO The packer at the work station selects and scans the pick-HU The system proposes packaging material or shipping HU for repacking

Step 7 Pack the goods (EWM)


A packer prepares a shipping HU according to the packaging proposal of cartonization planning The packer repacks the goods from the pick-HU into the shipping HU according to the cartonization planning

The packer confirms the repacking into the shipping HU The system creates the shipping HU The packer weighs and closes the shipping HU The system prints the shipping HU labels and creates a WO

The packer prints the shipping HU labels

The packer labels the shipping HU

Outbound Process with Cartonization Planning Part 1

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Outbound Process with Cartonization Planning Part 2


Physical Activity Step 8 Stage the goods (EWM) System Activity
A warehouse worker logs on as a resource The warehouse worker scans the shipping HU The system determines the open WO for the shipping HU The warehouse worker moves the shipping HU to the staging area The warehouse worker confirms the WO

Step 9 A truck arrives at the checkpoint and drives to the door (EWM)

A truck arrives The checkpoint clerk determines the door and confirms the arrival of the truck The checkpoint clerk communicates the door to the truck driver The truck drives to the door

Step 10 Load the truck (EWM)

A warehouse worker logs on as a resource The warehouse worker scans the shipping HU The system determines the door for loading The warehouse worker moves the shipping HU to the truck The warehouse worker confirms the loading of the shipping HU

Step 11 Post the goods issue and print the delivery notes and loading lists (EWM)
The shipping office clerk hands over the delivery papers to the truck driver

The shipping office clerk posts the goods issue The system prints the delivery papers

Step 12 The truck leaves (EWM)

The truck leaves The shipping office clerk confirms the departure of the truck

Outbound Process with Cartonization Planning Part 2

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When the outbound delivery orders are created, the system automatically assigns the outbound delivery orders to the corresponding route. A shipping office clerk carries out cartonization planning to optimize the packaging of all delivery items that are to be sent to customers on the same route and which are planned to leave the yard at the same time. Using the results of cartonization planning, the shipping office clerk orders transportation capacity from the shipper. After the confirmation by the shipper, the shipping office clerk creates transportation units (TUs) and assigns them to the route and a door used for this route. With the automatic release of the waves, the warehouse activities begin. The system creates and prints warehouse orders (WOs), which are used as a work list for a paper-based picking. A warehouse worker takes the printout of a WO and prepares a pick-HU to be used for the picking of the products listed on the WO printout. The warehouse worker carries out the picking for one or several pick-HUs, and brings the goods to the packing station where they are consolidated and packed into shipping HUs such as medium boxes according to the former cartonization planning results. The packer attaches shipping labels to the completed shipping HUs. The shipping HUs are then moved to the staging area. For staging, radio frequency (RF) devices are used. When the truck arrives, it is checked in and directed to the door. The goods are loaded from the staging area into the truck. When the loading is complete, the shipping office clerk posts the goods issue (GI), prints the delivery notes and loading lists, and hands them over to the truck driver. The shipping office clerk checks out the truck and the truck leaves the door and the premises. This process does not use the following function: Invoicing before goods issue to print pro forma invoices.

Prerequisites
Customer orders and outbound deliveries exist in SAP ERP. For more information about the configuration prerequisites, see Configuration of Outbound Process with Cartonization Planning [Page 15].

Process
The business process runs in SAP EWM as follows: 1. Assign the outbound delivery orders to routes (EWM) This step is carried out automatically when outbound delivery orders are created. The system assigns the outbound delivery orders to routes, which are determined based on the delivery dates and the route schedules. If the system cannot find a route for an outbound delivery order (see the monitoring section below), a warehouse clerk needs to determine the cause of the failure (for example, missing master data due to a new route or a new ship-to party). Once the data is corrected by the warehouse clerk, he or she retriggers the route redetermination. 2. Create waves (EWM) When outbound delivery orders are created, the system automatically assigns the outbound delivery orders to waves. The wave assignment is carried out based on the route and the activity area. If the system cannot determine a wave for an outbound delivery (see the monitoring section below), a shipping office clerk has to check the log for the wave assignment and if necessary, make the necessary settings in the system. Afterwards, the shipping office clerk retriggers the wave assignment. 3. Carry out cartonization planning (EWM) The shipping office clerk triggers cartonization planning for the outbound delivery order items that are to be shipped together for multiple customers at the next truck

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departure time. The system creates planned shipping handling units (PSHUs) using an algorithm to minimize the number of HUs by finding the best fitting packaging materials considering volume and weight. To group the delivery items that could be packed together, the algorithm uses, for example, consolidation groups and activity areas. 4. Create a TU (EWM) The shipping office clerk orders transportation capacity from the shipper for the routes. The shipper confirms the transportation capacity and the shipping office clerk receives an external identifier for each transport. For truck ordering, the shipping office clerk uses the optimized results of the cartonization planning (see the monitoring section below). Once the transportation has been confirmed by the shipper, the shipping office clerk creates one TU for each route with the received identifier from the shipper and assigns each TU to the route and a door used for this route in the system. 5. Release the waves (EWM) Upon the automatic wave release, the system creates warehouse tasks (WTs). The system joins the WTs together into warehouse orders (WOs) to optimize the working packages for the pickers. The WOs are used to pick the goods and move them to a packing station. Within one WO, the WTs are sorted according to specific criteria such as the pick path. After the WO creation, the system automatically prints the WOs. The warehouse worker uses the printout of the WOs to pick the goods and to move them to the packing station. The printout is created at a printer next to the starting point for picking. The printout of the WO includes the WTs and information about packaging proposal, quantity, source data, and destination data. 6. Pick the goods (EWM) In this step a warehouse worker picks the goods and brings them to the packing station. The warehouse worker goes to the starting point for picking, takes the printout of the first WO and two preprinted HU identification tickets with the same unique external number. Based on the information on the printout, the warehouse worker then chooses the packaging material and sticks one of the HU labels to the HU, and the other one to the printout of the WO. He or she also chooses the equipment necessary for picking (for example, a vehicle). The warehouse worker picks the goods according to the sequence given in the WTs within the WO. After all picks for a certain pick-HU are completed, he or she either processes the next WO and pick-HU, or brings the HUs to the packing station. Once the equipment is empty and all pick-HUs are at the packing station, the warehouse worker brings the printout of the WOs with the fulfilled pick information and the attached pick-HU labels to the internal office to confirm the WOs in the system. He or she then goes back to the starting point of the activity area and processes the next WO. The warehouse clerk finds the WO (from the printout) in the system. He or she creates the pick-HU in the system using the external identifier from the HU label on the printout and confirms the WO. 7. Pack the goods (EWM)

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At the packing station, a warehouse worker packs the goods into shipping HUs (for example, small or medium boxes) according the PSHUs created in cartonization planning. The packer takes a packaging material (for example, a medium box) proposed by the system, and creates a shipping HU according to the cartonization planning. He or she prints an HU identification label. He or she moves the goods from a pick-HU to the shipping HU. He or she scans the pick-HU, the product to be repacked, and the shipping HU. The system creates internally a WT for the movement of the product from the pick-HU to the shipping HU and confirms it immediately. When the packer scans additional products to be repacked into the same shipping HU, the system proposes the destination HU instead of the packaging material. The empty pick-HU is deleted automatically upon the WT confirmation. Once a shipping HU has been completely packed, it is weighed and an additional label is printed. It contains HU information such as the customer, route, weight, and volume. The packer confirms the completion of the shipping HU in the system. This triggers the creation of an HU WT to move the HU to the staging area. 8. Stage the goods (EWM) In this step a warehouse worker moves the shipping HUs to a staging area. This step is carried out using an RF device. The warehouse worker chooses the equipment necessary for the staging (for example, a vehicle and an RF device) and logs on as a resource. The worker picks a shipping HU from the packing station and scans its ID. The system automatically finds the open HU WT created upon completion of the shipping HU. The worker is prompted to bring the shipping HU to the staging area. There he or she drops the shipping HU and scans the staging bin, thus confirming the HU WT. He or she drives back to the packing station to proceed with the next shipping HU. 9. A truck arrives at the checkpoint and drives to the door (EWM) When the truck arrives, a checkpoint clerk chooses the TU with the external identifier (a unique number assigned to the TU during creation). If the door assigned to the truck is not free yet, the truck must wait. Once the door is free, the checkpoint clerk advises the truck driver to drive to the assigned door. Assuming a small to medium sized yard, the checkpoint clerk confirms the arrival of the truck at the door. This step is necessary for the checkpoint clerk to see that the door is occupied.

For large yards it would be possible to have the arrival at the door confirmed by the shipping office clerk in a separate step. In this case the checkpoint clerk only confirms the arrival of the truck at the checkpoint. 10. Load the truck (EWM) A warehouse worker begins with the loading from the staging area. This step is carried out using an RF device. The warehouse worker chooses the equipment necessary for the loading (for example, a vehicle and an RF device) and logs on as a resource. The warehouse worker picks a shipping HU from the staging area and scans its ID. The warehouse worker loads the shipping HU onto the truck and scans the door bin. The system automatically creates a WT for loading the TU assigned to this door and confirms it in the same step. The warehouse worker proceeds with the next shipping HU until the staging area is empty. He or she then goes to the shipping office. The shipping office

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clerk checks that all delivery items have been loaded onto the truck and confirms the completion of the loading. 11. Post the goods issue and print the delivery notes and loading lists (EWM) The shipping office clerk posts the GI for the TU. This triggers the printing of the delivery note and the loading list for each delivery. The shipping office clerk hands over the delivery notes and loading lists to the truck driver. The goods issue is sent to SAP ERP where the billing can begin and an advanced shipping notification (ASN) can be sent to the customer. 12. The truck leaves (EWM) The truck leaves the door and the premises. The shipping office clerk confirms the departure of the truck from the checkpoint and, therefore, from the door. This step is necessary for the checkpoint clerk to see that the door is free.

For large yards it would be possible to have the departure from the checkpoint confirmed separately by the checkpoint clerk. Process Monitoring In this business process, you can use the following monitoring functions: Process Step Objects to Be Monitored Activities 1. On the SAP Easy Access screen, choose Extended Warehouse Management Monitoring Warehouse Management Monitor Outbound Documents Outbound Delivery Order . 2. Select outbound delivery orders by route determination status 4 (Not Found) and 5 (Found Invalid). 1. On the SAP Easy Access screen, choose Extended Warehouse Management Monitoring Warehouse Management Monitor Outbound Documents Route . 2. Select the data by route and route departure date. 1. On the SAP Easy Access screen, choose Extended Warehouse Management Monitoring Warehouse Management Monitor Outbound Documents Outbound Delivery Order . 2. Select outbound delivery orders by a specific route and an initial wave. 1. On the SAP Easy Access screen, choose Extended Warehouse Management Monitoring Warehouse Management Monitor Outbound Documents Planned Shipping Handling Unit .

Outbound delivery orders without a route

Aggregated outbound delivery order data per route

Outbound delivery orders without a wave

PSHUs

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Process Step

Objects to Be Monitored

Activities 2. Select PSHUs by date of departure from yard, route, and ship-to partner. 1. On the SAP Easy Access screen, choose Extended Warehouse Management Monitoring Warehouse Management Monitor Documents Wave Wave Item . 2. Select wave items by special route and WT creation status initial (No WTs Created) or A (WTs Partially Created). 1. On the SAP Easy Access screen, choose Extended Warehouse Management Monitoring Warehouse Management Monitor Outbound Processes Picking .

Wave items without a picking WT

Picking workload per activity area, route, or wave

2. Choose one of the followings: o o o Picking Workload per Activity Area Picking Workload per Route Picking Workload per Wave

3. Select the picking workload by route, activity area, or wave. 1. On the SAP Easy Access screen, choose Extended Warehouse Management Monitoring Warehouse Management Monitor Outbound Processes Packing Packing Workload per Wave Work Center . 2. Select the packing workload by wave or work center. 1. On the SAP Easy Access screen, choose Extended Warehouse Management Monitoring Warehouse Management Monitor Outbound Processes Loading . 2. Select the loading workload by route.

Packing workload per wave or per work center

10

Loading workload per route

More Information
For more information about how to run this business process in the system, see Test Case for Outbound Process with Cartonization Planning [Page 44]. For more information about the functions used in this business process, see SAP Library for SAP Extended Warehouse Management on SAP Help Portal at http://help.sap.com/ewm.

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Configuration of Outbound Process with Cartonization Planning


You use this process to configure the business process Outbound Process with Cartonization Planning [Page 7]. You can use this configuration content in the standard warehouse W001 with preconfigured processes in SAP Extended Warehouse Management (EWM):

This is the recommended way for getting started with SAP EWM. For more information, see the business scenario Warehouse Management with Preconfigured Processes [External].

Prerequisites
You have configured the scenario Warehouse Management with Preconfigured Processes [External]. For more information, see Configuration of Warehouse Management with Preconfigured Processes [External]. You can use this configuration process in the following warehouses in SAP Extended Warehouse Management (EWM): Standard warehouse W001 with preconfigured business processes This is the recommended way of getting started with EWM. For more information, see the business scenario Warehouse Management with Preconfigured Processes [External]. Your own warehouse

To set up the preconfigured business processes in standard warehouse W001, implement all configuration steps except the steps marked with Optional. These steps help you to understand the configuration of the processes but do not require a manual activity. To configure the processes in your own warehouse, implement all configuration steps. In the steps marked with Optional, check if you need to adapt the existing entries to your own warehouse and carry out changes as needed. All configuration steps require activities in EWM unless the documentation explicitly tells you to carry out an activity in SAP ERP.

Process
1. Activating BC Sets [Page 19] 2. Configuration of Master Data [Page 20] 3. Configuring Determination of Staging Areas and Doors [Page 35] 4. Configuring Work Centers [Page 36] 5. Configuring Determination of Algorithm Profiles [Page 37] 6. Activating Application Logs [Page 38] 7. Configuration of Printing [Page 39]

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Result
You have configured the Outbound Process with Cartonization Planning. In warehouse number W001 you can run the process as described in the Test Case for Outbound Process with Cartonization Planning [Page 44].

Example
You configure the business process in warehouse number W001 using the following data (see Configuration of Warehouse Structure and Master Data for SAP EWM [External]): Warehouse Structure Storage Type T051 T831 T920 T940 Storage Type T051 Storage Bins T051* STAGE-O03 DOOR-O03 Activity Area A002 Staging Area Group T920 Doors DO03 Work Center WP03 Master Data Customers CUST-C01 CUST-C02 Customer CUST-C01 Customer CUST-C02 Description All bins starting with T051 Staging area Door in goods issue Description Act. Area for Large Parts in T051 Staging Area S001 Description Staging Area for storage type T920 Description Door used for route RT_CUSTCAP Description Work Center Packing Outbound S003 Description Description Rack Storage All Size Parts Pack Work Center Outbound Provide in Goods Issue Used for staging before physical loading. Doors Outbound Storage Sections Description Large Parts

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Customers CUST-C03 Product PROD-C01 PROD-C02 PROD-C03 HU Type E1 M1 Packaging Material BOX_XS BOX_S BOX_M BOX_L BOX_XL BOX_XXL Box, extra small Box, small Box, medium Box, large Box, extra large Box, extra extra large Europallet Means of Transport Small part, 100 ml Medium part, 200 ml Large part, 300 ml Customer CUST-C03

Description

Description

Description

Description

Packaging Specification with Description PSHU, Box extra small PSHU, Box small PSHU, Box medium PSHU, Box large PSHU, Box extra large PSHU, Box extra extra large Route RT_CUSTCAP Means of Transport MTR2 Printer PR01 PR04 Truck Description Printer located in the internal office (near storage type T051) Printer located at the shipping office Description Route for deliveries with document type OUTB for customers CUST-C01, CUST-C02, and CUST-C03 Description

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Other Master Data Business partner for customers CUST-C01, CUST-C02, and CUST-C03 Supply chain unit (for example PLPL01) Shipping office (for example SP0001)

Process-Specific Settings Process Type P211 Descriptions Process type for picking and packing. Afterwards the products are moved from the packing station to the staging area.

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Activating BC Sets
Procedure
1. On the SAP Easy Access screen, choose Tools Configuration Sets Activation of BC Sets . 2. Activate the following BC Sets in the order given: 1. /SCWM/CAP_WORK_CENTER_LAYOUT (Cartonization Planning: Work Center Screen Configuration) 2. /SCWM/CAP (Cartonization Planning) 3. /SCWM/PRC_TCP1 Customizing Business

You can display an overview of the BC Sets contents and changes by choosing Overall View (F6).

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Configuration of Master Data


You use this process to configure and create the master data required in warehouse number W001. Some master data such as customers and products must be defined in SAP ERP first and transferred to SAP Extended Warehouse Management (EWM) using Core Interface (CIF). This configuration documentation does not describe how to create the data in SAP ERP or how to transfer them to EWM using CIF. It only gives an overview of the master data and of the master data settings required for the EWM business process to run.

Process
1. Creating Customers [Page 21] 2. Creating Products [Page 22] 3. Creating Fixed Bin Assignments for Products [Page 24] 4. Creating Packaging Materials [Page 25] 5. Creating Packaging Specifications [Page 26] 6. Creating Routes [Page 32]

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Creating Customers
You use this procedure to create the customers used in this business processes in warehouse number W001. You create the customers in SAP ERP first. They are transferred automatically to SAP Extended Warehouse Management (EWM) using Core Interface (CIF). In EWM, the customers are automatically created as locations and business partners. Business partners are mainly used in the delivery processing, locations in the EWM routing guide.

Procedure
Create the following customers as described in Creating Vendors, Customers, and Carriers [External] (see in Configuration of Warehouse Structure and Master Data for SAP EWM [External]): Customer CUST-C01 CUST-C02 CUST-C03 Customer CUST-C01 Customer CUST-C02 Customer CUST-C03 Description

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Creating Products
You use this procedure to create the products used in warehouse number W001. You create the products in SAP ERP first. They are transferred automatically to SAP Extended Warehouse Management (EWM) using Core Interface (CIF). Afterwards, you maintain additional data in EWM. The following table provides an overview of the products used in this business process: Product PRODC01 PRODC02 PRODC03 Description Small part, 100 ML Medium part, 200 ML Large part, 300 ML Final Putaway Storage Type for Inbound Processes T050, S001 T050, S001 T050, S001 Final Putaway Storage Type for Returns and Replenishment T051, S003 T051, S003 T051, S003

Prerequisites
Putaway control indicator and stock removal control indicator are defined in SAP EWM. These entries exist if you created the standard warehouse number W001 as described in Integration of SAP ERP with SAP EWM [External].

Procedure
1. Create the products in SAP ERP as described in Creating Products [External] (see in Configuration of Warehouse Structure and Master Data for SAP EWM [External]) using the following data: Sales Unit of Measure Distribution Channel 02 Movin g Price / EUR (Price Contro l = V) 100 100 100

Produc t

Unit of Measure

Conversion Factor to Base UoM

Gross Weight / kg

Net Weigh t / kg

Volume / ml

PRODC01 PRODC02 PRODC03

EA EA EA

1 1 1

0.2 0.4 0.6

0.2 0.4 0.6

100 200 300

EA EA EA

2. After the CIF transfer, enter additional attributes for the products from the following table on the SAP Easy Access screen for Extended Warehouse Management under Master Data Product Maintain Warehouse Product :

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Product

Putaway Control Indicator

Stock Removal Control Indicator

Storage Section Indicator

Storage Type Data T051 Min. Replenishment Quantity: 5 EA

PRODC01

PA50

PCAP

SI30

Minimum Quantity: 10 EA Maximum Quantity: 20 EA Min. Replenishment Quantity: 5 EA

PRODC02

PA50

PCAP

SI30

Minimum Quantity: 10 EA Maximum Quantity: 20 EA Min. Replenishment Quantity: 5 EA

PRODC03

PA50

PCAP

SI30

Minimum Quantity: 10 EA Maximum Quantity: 20 EA

The system posts a product for which you do not maintain the EWM-specific data to the clarification zone during the inbound business processes.

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Creating Fixed Bin Assignments for Products


You use this procedure to assign fixed bins to the products in warehouse W001 that are put away in storage type T050 to store these products always in the same storage bins.

Alternatively, you can assign fixed bins automatically during the first putaway of a product in the storage bin. To do so, in the storage type definition, deselect the Do Not Assign Fixed Bin Automatically checkbox.

Procedure
1. On the SAP Easy Access screen for Extended Warehouse Management, choose Master Data Storage Bin Maintain Fixed Storage Bin . 2. Create the following entries: Product PROD-C01 PROD-C02 PROD-C03 Entitled to Dispose BPPL01V BPPL01V BPPL01V Storage Bin T050-01-03-A T050-01-03-B T050-01-03-C Storage Type T050 T050 T050

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Creating Packaging Materials


You use this procedure to create packaging materials that are used for the creation of planned shipping handling units (PSHUs) and handling units (HUs). You assign each packaging material to a packaging material type to group your packaging materials. The packaging material type contains essential control characteristics how the packaging material is used.

Packaging material types are independent from the warehouse number. This means they are valid for all warehouse numbers in the client.

Procedure
1. Create packaging materials in SAP ERP as described in Creating Packaging Materials [External] (see in Configuration of Warehouse Structure and Master Data for SAP EWM [External]. 2. Enter the following data: Allow ed Packa ging Weigh t / kg Allow ed Packa ging Volu me / cm3 215 Packa ging Materi al Type

Pack aging Mater ial

Descri ption

Len gth / cm

Wi dth / cm

Hei ght / cm

Wei ght / kg

Vol ume / cm3

Clo sed

HU Type

BOX_ XS BOX_ S BOX_ M BOX_ L BOX_ XL

Box, extra small Box, small Box, mediu m Box, large Box, extra large Box, extra extra large

4. 5 4. 5 6. 5 8. 5 8. 5

0.1

220 .5 450

PT01

E1

10

10

0.2

425

PT01

E1

10

10

0.3

650

635

PT01

E1

10

10

0.4

850 110 5

845

PT01

E1

13

10

0.5

1055

PT01

E1

BOX_ XXL

15

10

8. 5

0.6

127 5

1265

PT01

E1

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Creating Packaging Specifications


You use this procedure to create packaging specifications used in cartonization planning to determine possible packaging materials.

In this process, we do not use auxiliary packaging materials in warehouse W001.

In this business process, you have to ship 3 EA of product PROD-C01 to your customer. Cartonization planning is used to determine the optimal packaging material for the ordered item and for this the possible packaging materials are determined on the basis of packaging specifications. As a result, the system proposed to use a small box for packing as the 3 EA are too big for packing them into a single extra small box. The following table gives an overview of the determination procedure and condition type used in W001 for cartonization planning: Function Used in Warehouse W001 Determination of packaging material for cartonization planning algorithm Determination Procedure 0CAP Condition Type 0CAP

The following tables give an overview of the packaging specifications defined in warehouse W001. Overview of Packaging Specifications for Cartonization Planning (1) Characteristic Value Algorithm Profile for Cartonization Planning: MINH General Packaging Information Packaging Material: BOX_XS (one pack. spec. per packaging material) PS Group: PG01 Pack. Spec. Header Data Level Set: LS01 Content None Level Type: MAIN Warehouse Data: Quantity Classification: none Pack. Spec. Main Level HU Type: C1 (Carton) Operative UoM: none Element (Packaging Material): Element Type: Packaging Material

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Overview of Packaging Specifications for Cartonization Planning (1) Characteristic Target Quantity: 1 Pack. Material: BOX_XS (1 EA) HU Relevance: Main Packaging Material Determination via Condition Record 0CAP Condition Type: 0CAP (Cartonization Planning) Determination by SCU, algorithm profile for cartonization planning, condition sequence 1 Overview of Packaging Specifications for Cartonization Planning (2) Characteristic Value Algorithm Profile for Cartonization Planning: MINH General Packaging Information Packaging Material: BOX_S (one pack. spec. per packaging material) PS Group: PG01 Pack. Spec. Header Data Level Set: LS01 Content None Level Type: MAIN Warehouse Data: Quantity Classification: none HU Type: C1 (Carton) Operative UoM: none Pack. Spec. Main Level Element (Packaging Material): Element Type: Packaging Material Target Quantity: 1 Pack. Material: BOX_S (1 EA) HU Relevance: Main Packaging Material Determination via Condition Record 0CAP Condition Type: 0CAP (Cartonization Planning) Determination by SCU, algorithm profile for cartonization planning, condition sequence 2 Value

Overview of Packaging Specifications for Cartonization Planning (3) Characteristic General Packaging Information Value Algorithm Profile for Cartonization Planning: MINH

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Overview of Packaging Specifications for Cartonization Planning (3) Characteristic Packaging Material: BOX_M (one pack. spec. per packaging material) PS Group: PG01 Pack. Spec. Header Data Level Set: LS01 Content None Level Type: MAIN Warehouse Data: Quantity Classification: none HU Type: C1 (Carton) Operative UoM: none Pack. Spec. Main Level Element (Packaging Material): Element Type: Packaging Material Target Quantity: 1 Pack. Material: BOX_M (1 EA) HU Relevance: Main Packaging Material Determination via Condition Record 0CAP Condition Type: 0CAP (Cartonization Planning) Determination by SCU, algorithm profile for cartonization planning, condition sequence 3 Overview of Packaging Specifications for Cartonization Planning (4) Characteristic Value Algorithm Profile for Cartonization Planning: MINH General Packaging Information Packaging Material: BOX_L (one pack. spec. per packaging material) PS Group: PG01 Pack. Spec. Header Data Level Set: LS01 Content None Level Type: MAIN Warehouse Data: Pack. Spec. Main Level Quantity Classification: none HU Type: C1 (Carton) Value

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Overview of Packaging Specifications for Cartonization Planning (4) Characteristic Operative UoM: none Element (Packaging Material): Element Type: Packaging Material Target Quantity: 1 Pack. Material: BOX_L (1 EA) HU Relevance: Main Packaging Material Determination via Condition Record 0CAP Condition Type: 0CAP (Cartonization Planning) Determination by SCU, algorithm profile for cartonization planning, condition sequence 4 Overview of Packaging Specifications for Cartonization Planning (5) Characteristic Value Algorithm Profile for Cartonization Planning: MINH General Packaging Information Packaging Material: BOX_XL (one pack. spec. per packaging material) PS Group: PG01 Pack. Spec. Header Data Level Set: LS01 Content None Level Type: MAIN Warehouse Data: Quantity Classification: none HU Type: C1 (Carton) Operative UoM: none Pack. Spec. Main Level Element (Packaging Material): Element Type: Packaging Material Target Quantity: 1 Pack. Material: BOX_XL (1 EA) HU Relevance: Main Packaging Material Determination via Condition Record 0CAP Condition Type 0CAP (Cartonization Planning) Determination by SCU, algorithm profile for cartonization planning, condition sequence 5 Value

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Overview of Packaging Specifications for Cartonization Planning (6) Characteristic Value Algorithm Profile for Cartonization Planning: MINH General Packaging Information Packaging Material: BOX_XXL (one pack. spec. per packaging material) PS Group: PG01 Pack. Spec. Header Data Level Set: LS01 Content None Level Type: MAIN Warehouse Data: Quantity Classification: none HU Type: C1 (Carton) Operative UoM: none Pack. Spec. Main Level Element (Packaging Material): Element Type: Packaging Material Target Quantity: 1 Pack. Material BOX_XXL (1 EA) HU Relevance: Main Packaging Material Determination via Condition Record 0CAP Condition Type 0CAP (Cartonization Planning) Determination by SCU, algorithm profile for cartonization planning, condition sequence 6

The following table gives an overview of the packaging specifications required for the sample products and cartonization planning in warehouse W001. For each packaging specification, at least one condition record must exist. Overview ofPackaging Specifications and Condition Records Packaging Specification Description Cartonization Planning: Minimize Number of HUs (BOX_XS) Cartonization Planning: Minimize Number of HUs (BOX_S) Cartonization Planning: Minimize Number of HUs Packaging Specification Group PG01 Conditio n Type 0CAP SCU, algorithm profile for cartonization planning MINH, condition sequence 1 SCU, algorithm profile for cartonization planning MINH, condition sequence 2 SCU, algorithm profile for cartonization planning MINH,

Condition Record

PG01

0CAP

PG01

0CAP

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Overview ofPackaging Specifications and Condition Records Packaging Specification Description (BOX_M) Cartonization Planning: Minimize Number of HUs (BOX_L) Cartonization Planning: Minimize Number of HUs (BOX_XL) Cartonization Planning: Minimize Number of HUs (BOX_XXL) PG01 0CAP Packaging Specification Group Conditio n Type condition sequence 3 SCU, algorithm profile for cartonization planning MINH, condition sequence 4 SCU, algorithm profile for cartonization planning MINH, condition sequence 5 SCU, algorithm profile for cartonization planning MINH, condition sequence 6

Condition Record

PG01

0CAP

PG01

0CAP

Procedure
1. On the SAP Easy Access screen for SCM Extended Warehouse Management, choose Extended Warehouse Management Master Data Packaging Specification Maintain Packaging Specification . 2. Create the packaging specifications for each packaging material (box) as described in the tables above and enter the level data. On the Determination tab of the packaging specification header, create the condition records used for the determination of the packaging specification in the business process.

You do not need to enter any weight, volume, or capacity data. They are filled automatically upon saving.

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Creating Routes
You use this procedure to create the route used in this business process. The route determination for outbound deliveries is based on the routing guide. The routing guide works with the following: Location master data defined for the warehouse and for the customers Business partner master data defined for the carriers

The route determination and scheduling is done in SAP Extended Warehouse Management (EWM). In this business process you define one route to transport the goods from the warehouse to three customers. The route contains two legs (from the warehouse through customer 1 and customer 2 to customer 3) and departs daily at a predefined time. The goods are transported by truck by a carrier (CARR001). Overview Route RT_CUSTCA P RT_CUSTCA P RT_CUSTCA P From To Customer CUSTC01 Customer CUSTC02 Customer CUSTC03 Departure Time Daily at 18:00 Means of Transport Truck

Warehouse Customer CUSTC01 Customer CUSTC02

Truck

Truck

Procedure
1. Create transportation lanes. The transportation lanes are used in the process Outbound Process using Cartonization Planning with Wave, Pick-HUs, Packing, Staging and Loading to define the transportation distance, the transportation duration and the additional retention time between a start location (for example, warehouse) and a destination location (for example, customer) for a specific means of transport (for example, truck). This data is used in the scheduling within route determination. The additional retention time is added to the transportation duration to calculate a realistic delivery date/time at the customer. For example, a carrier leaving the warehouse in the afternoon will not deliver the goods to the customer in the middle of the night but in the morning of the next day. 1. On the SAP Easy Access screen for Extended Warehouse Management, choose Master Data Shipping and Receiving Route Determination Transportation Lane . 2. Enter the following data and choose Create: Model name: 000 Your start location: for example, PLPL01 Your destination location: for example, CUCUST-c01

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3. Create an entry for the means of transport MTR2 as shown in the table below and save the data.

Overview of Transportation Lanes Sta rt Loc atio n PLP L01 CUC UST C01 CUC UST C02 Desti natio n Locat ion CUCU STC01 CUCU STC02 CUCU STC03 Mea ns of Tran spor t MTR 2 Fix Transp ortatio n Duratio n X Fix Transp ortatio n Distan ce X Transp ortatio n Distan ce/km Transp ortatio n Duratio n Additio nal Stop Duratio n

Start Date

End Date

01.01 .2010

31.12 .2020

99

1:30h

15:00h

MTR 2

01.01 .2010

31.12 .2020

200

1:30h

15:00h

MTR 2

01.01 .2010

31.12 .2020

300

4. Repeat steps 2 and 3 for all transportation lanes. 2. Create routes. You define for two customers a route with two legs for means of transport MTR2 (truck). 1. On the SAP Easy Access screen for Extended Warehouse Management, choose Master Data Shipping and Receiving Route Determination Maintain Route . 2. Create the following entries as described in Creating Routes [External] (see in Configuration of Warehouse Structure and Master Data for SAP EWM [External]): Routes Route RT_CUSTCAP Description Route CUSTCAP Validity From 01.01.2010 Validity (To) 31.12.2020

Legs, Means of Transport, Request Type, and Lead Times Destin ation SCU Mea ns of Tran spor t Reque st Type Ship ping Con ditio n All Shi ppi ng Con dit Trans portat ion Group s All Trans p. Group s

Route

Leg

Descrip tion

Start SCU

Lead Time

RT_CUSTC AP

L_PL0 1_CUC USTC01

L_PL01 _CUCUS T-C01

PLP L01

CUCUS T-C01

MTR 2

OUTB

10h

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Legs, Means of Transport, Request Type, and Lead Times Destin ation SCU Mea ns of Tran spor t Reque st Type Ship ping Con ditio n ion s All Shi ppi ng Con dit ion s All Shi ppi ng Con dit ion s Trans portat ion Group s

Route

Leg

Descrip tion

Start SCU

Lead Time

RT_CUSTC AP

L_CUS TC01C02

L_CUST -C01C02

CUC UST C01

CUCUS T-C02

MTR 2

OUTB

10h

All Trans p. Group s

RT_CUSTC AP

L_CUS TC02C03

L_CUST -C02C03

CUC UST C02

CUCUS T-C03

MTR 2

OUTB

10h

All Trans p. Group s

Assignment of Carrier with an Existing Carrier Profile to the Leg and Means of Transport Route RT_CUSTCA P RT_CUSTCA P RT_CUSTCA P Leg L_PL01_CUCUSTC01 L_CUST-C01-C02 L_CUST-C02-C03 Means of Transport MTR2 MTR2 MTR2 Carrier CARR00 1 Request Type OUTB OUTB OUTB Departure Calendar DAILY1800

More Information
For more information, see SAP Library for SAP Extended Warehouse Management 7.0 including SAP enhancement package 2 on SAP Help Portal at http://help.sap.com/ewm. In the SAP Library, choose SCM Basis Route Determination .

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Configuring Determination of Staging Areas and Doors


Procedure
1. On the SAP Easy Access screen for Extended Warehouse Management, choose Settings Shipping and Receiving Staging Area and Door Determination (Outbound) . 2. Create the following entry: Warehouse Route RT_CUSTCA P Warehouse Process Type P211 Staging Area Group T920 Staging Area S001 Staging Bay STAGEO03 Warehou se Door DO03

W001

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Configuring Work Centers


Procedure
1. On the SAP Easy Access screen for Extended Warehouse Management, choose Master Data Work Center Determine Work Center in Goods Issue . 2. Create the following entry: Warehouse W001 Route RT_CUSTCAP Storage Type T831 Storage Section S001 Storage Bin PACK-O02

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Configuring Determination of Algorithm Profiles


Procedure
1. On the SAP Easy Access screen for Extended Warehouse Management, choose Settings Determine Algorithm Profiles for Cartonization Planning . 2. Enter the warehouse number W001 and choose Continue (Enter). 3. Create the following entries: Ship-to Party CUST-C01 CUST-C02 CUST-C03 MINH MINH MINH Algorithm Profile

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Activating Application Logs


Procedure
1. On the SAP Easy Access screen for Extended Warehouse Management, choose Settings Activate Application Log . 2. Create the following entry: Warehouse Number W001 Subobject CAP (Cartonization Planning) Log Active 4 (Additional Information)

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Configuration of Printing
You use this process to configure the printing of warehouse orders, handling unit labels, delivery notes, and loading lists.

Process
1. Configuring Printing of Warehouse Orders [Page 40] 2. Configuring Printing of Handling Unit Labels [Page 41] 3. Configuring Printing of Delivery Notes and Loading Lists [Page 43]

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Configuring Printing of Warehouse Orders


This configuration is necessary for an automated printout for warehouse orders with a certain activity area, such as, for the printing of the pick warehouse orders. The condition record determines whether printing should occur. Once the system has determined that a printout is required, the condition record forms the basis for determining the printer, form, and spool data.

Procedure
1. On the SAP Easy Access screen for Extended Warehouse Management, choose Work Scheduling Print Settings Create Condition Records for Printing (Warehouse Orders) . 2. On the selection screen, enter the following values and choose Execute: Application PWO PWO 3. Enter condition type 0001 and choose Enter. 4. Create the following entry: Condition Type 0001 Wareh ouse W001 Activity Area A002 Warehouse Process Type P211 Form /SCWM/W O_SINGL E Printer Spool Data 01 Actio n WO_S INGL E Maintenance Group GCM Maintenance Context

PR01

The printer can be determined directly from the condition record (first priority), the spool data (second priority), or the user defaults (third priority). As the warehouse tasks are created with the delivery creation, the user is the RFC user you have set up for the remote connection from SAP ERP to SAP Extended Warehouse Management (EWM), for example, ALEREMOTE. 5. For more information about any issues during printing, you can activate the application log on the SAP Easy Access screen under Extended Warehouse Management Work Scheduling Print Settings Activate Application Log .

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Configuring Printing of Handling Unit Labels


You use this procedure to configure the printing of handling unit (HU) labels. You configure the manually triggered printing to receive the HU shipping labels and HU content lists at the printer assigned to the warehouse clerk working at the staging area. You create condition records to determine the printer, the form, and the spool data.

Procedure
1. On the SAP Easy Access screen for Extended Warehouse Management, choose Work Scheduling Print Settings Create Condition Records for Printing (HUs) . 2. Enter the following values and choose Execute: Application PHU PHU 3. Enter condition type 0001 and choose Enter. 4. Create the following entries: Han dlin g Unit Typ e H U S te p Pack agin g Mate rial Maintenance Group GCM Maintenance Context

Condition Type

Ware hous e

Form

Action

Printe r

Spool Data

Seque nce No.

0HU1

E1

W001

BOX_ XS

/SCWM /HU_S HPLAB EL /SCWM /HU_C ONTEN T /SCWM /HU_S HPLAB EL /SCWM /HU_C ONTEN T /SCWM /HU_S HPLAB EL /SCWM /HU_C ONTEN T

HU_SHP_ LABEL_G ENERAL_ AND_RF HU_CONT ENT_GEN ERAL_AN D_RF HU_SHP_ LABEL_G ENERAL_ AND_RF HU_CONT ENT_GEN ERAL_AN D_RF HU_SHP_ LABEL_G ENERAL_ AND_RF HU_CONT ENT_GEN ERAL_AN D_RF

LP01

01

0HU1

E1

W001

BOX_ XS

LP01

01

0HU1

E1

W001

BOX_ S

LP01

01

0HU1

E1

W001

BOX_ S

LP01

01

0HU1

E1

W001

BOX_ M

LP01

01

0HU1

E1

W001

BOX_ M

LP01

01

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Condition Type

Han dlin g Unit Typ e

Ware hous e

H U S te p

Pack agin g Mate rial

Form

Action

Printe r

Spool Data

Seque nce No.

0HU1

E1

W001

BOX_ L

/SCWM /HU_S HPLAB EL /SCWM /HU_C ONTEN T /SCWM /HU_S HPLAB EL /SCWM /HU_C ONTEN T /SCWM /HU_S HPLAB EL /SCWM /HU_C ONTEN T

HU_SHP_ LABEL_G ENERAL_ AND_RF HU_CONT ENT_GEN ERAL_AN D_RF HU_SHP_ LABEL_G ENERAL_ AND_RF HU_CONT ENT_GEN ERAL_AN D_RF HU_SHP_ LABEL_G ENERAL_ AND_RF HU_CONT ENT_GEN ERAL_AN D_RF

LP01

01

0HU1

E1

W001

BOX_ L

LP01

01

0HU1

E1

W001

BOX_ XL

LP01

01

0HU1

E1

W001

BOX_ XL

LP01

01

0HU1

E1

W001

BOX_ XXL

LP01

01

0HU1

E1

W001

BOX_ XXL

LP01

01

You have to define the condition records for handling unit type E1 as this is the handling unit type for the packaging materials BOX_XS, BOX_S, BOX_M, BOX_L, BOX_XL and BOX_XXL used in this process.

The printer can be determined directly from the condition record (first priority), the spool data (second priority), or the user defaults (third priority).

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Configuring Printing of Delivery Notes and Loading Lists


Procedure
1. On the SAP Easy Access screen for Extended Warehouse Management, choose Delivery Processing Actions Maintain Condition Records for PPF Schedule Conditions 2. On the selection screen, enter the following values and choose Execute (F8) Application DPP DLVP 3. Create the following entries: Condi tion Type Action Definiti on /SCWM/ FDO_01 _PRINT /SCWM/ FDO_01 _PRINT /SCWM/ FDO_01 _PRINT /SCWM/ FDO_01 _LOAD_ LIST_P RINT /SCWM/ FDO_01 _LOAD_ LIST_P RINT /SCWM/ FDO_01 _LOAD_ LIST_P RINT Docu ment Type Goods Moveme nt Status Changes NSFI Change Mode Ship-To Party Warehou se Valid From Creat ion date Creat ion date Creat ion date Creat ion date Valid To Maintenance Group GCM Maintenance Context

ODNN

OUTB

CUSTC01 CUSTC02 CUSTC03

W001

999912-31 999912-31 999912-31

ODNN

OUTB

NSFI

W001

ODNN

OUTB

NSFI

W001

ODFL

OUTB

NSFI

CUSTC01

W001

999912-31

ODFL

OUTB

NSFI

CUSTC02

W001

Creat ion date

999912-31

ODFL

OUTB

NSFI

CUSTC03

W001

Creat ion date

999912-31

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Test Case for Outbound Process with Cartonization Planning


You can use this test case to run the Outbound Process with Cartonization Planning [Page 7] in warehouse number W001.

Prerequisites
This test case requires the following roles: Sales clerk with standard application authorization Shipping office clerk with standard application authorization Warehouse worker with standard application authorization Packer with standard application authorization Checkpoint clerk with standard application authorization

You have created stock in storage type T051 in warehouse number W001 in one of the following ways: Using stock data transfer on the SAP Easy Access screen under Extended Warehouse Management Interfaces Data Upload Stock Data Transfer (transaction /SCWM/ISU) Running one of the following business processes: Customer Returns with Quality Inspection [External] or Automatic Replenishment [External]

For more information, see the prerequisites of the Outbound Process with Cartonization Planning [Page 7].

Features
This test case uses the following transactions that you can find on the SAP Easy Access screen for Logistics: Sales and Distribution Sales Order Create (transaction VA01)

Sales and Distribution Shipping and Transportation Outbound Delivery Create Single Document With Reference to Sales Order (transaction VL01N)

This test case uses the following transactions that you can find on the SAP Easy Access screen for Extended Warehouse Management: Delivery Processing Outbound Delivery (transaction /SCWM/PRDO) Maintain Outbound Delivery Order

To customize the transaction, check the default values. Choose F5 and enter the following data: o o Warehouse Number: W001 Shipping Office: For example, SP0001

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Ent. to Dispose: For example, BPPL01V

Work Scheduling Cartonization Planning Cartonization Planning for Outbound Delivery Orders (transaction /SCWM/CAPDLV) Monitoring Warehouse Management Monitor (transaction /SCWM/MON)

To customize the transaction, check the default values. Choose F5 and enter the following data: o o Warehouse Number: W001 Monitor: SAP Process Transportation Unit (transaction /SCWM/TU)

Shipping and Receiving

To customize the transaction, check the default values. Choose F5 and enter the following data: o o o Warehouse Number: W001 Past Assignment: For example, 2 days Future Assignment: For example, 0 days Wave Management Maintain Wave (transaction

Work Scheduling /SCWM/WAVE)

To customize the transaction, check the default values. Choose F5 and enter the following data: o o o Execution Warehouse Number: W001 Rel. 'Locked': Not selected Release Indiv.: Not selected Confirm Warehouse Task (transaction /SCWM/TO_CONF)

To customize the transaction, check the default values. Choose F5 and enter the warehouse number W001. Execution Execution Packing General (transaction /SCWM/PACK) (transaction /SCWM/RFUI)

Log On to RF Environment

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Activities
Step Step Description Step Processo r Input Data 1. In SAP ERP, start transaction VA01. 2. Enter the following data: o o o o Order type: OR Sales Organisation: 0001 Distribution Channel: 02 Division: 01 Expected Results

3. Choose Enter. 4. Enter the following data: o Sold-To Party: CUSTC01, CUST-C02, or CUST-C03 PO Number: For example, 4500000001 Requested Delivery Date: Enter the current date Material: For example, PROD-C01, PROD-C02, or PROD-C03 Order Quantity: For example, 1 EA Amount: For example, 10 EUR (needed for condition PR00) Plant: PL01 Storage Location: AFS A sales order is created.

o Prepa ration Step 1 Create a sales order (ERP) Sales clerk o o

o o

o o

5. Save your entries.

You can enter more than one sales order item. Create an outbound delivery (ERP) 1. In SAP ERP, start transaction VL01N. 2. Enter the following data: o Shipping Point: 0001 An outbound delivery, for example, 80000022, is created and sent to

Prepa ration Step 2

Shipping office clerk

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Step

Step Description

Step Processo r o o

Input Data Order: Enter the sales order you just created Selection Data: Enter the current date

Expected Results SAP Extended Warehouse Management (EWM). You can check the outbound delivery order in EWM in transaction /SCWM/PRD O. Check the following data: Document Type: OUTB Item Type: ODLV Warehouse Process Type: P211 Warehouse Door: DO03 Staging Bay: STAGE-O03 Process Profile for Cartonizatio n Planning: ECAP The outbound delivery orders are assigned to routes. You can check this in transaction /SCWM/PRD O. Check the following data: Route: For example, RT_CUSTCA

3. Choose Enter. 4. Choose Save.

Assign the outbound delivery orders to routes (EWM)

Automatic step

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Step

Step Description

Step Processo r

Input Data P

Expected Results

Departure Calendar/Ro ute Schedule: DAILY1800 Waves are created. You can check this in transaction /SCWM/PRD O. Check that the Assign Warehouse Request to Wave PPF action has been carried out. Note the wave numbers from the PPF log.

Create waves (EWM)

Automatic step

Carry out cartonizatio n planning (EWM)

1. Start transaction /SCWM/CAPDLV. 2. Enter the following data: o o Create planned shipping handling units (PSHUs) o Execution Mode: Creation of PSHUs Select the Exclude Items with PSHUs checkbox Start of Departure from Yard: Enter the current date and the time 18:00:00 o Ship-To: CUST-C01, CUST-C02, or CUST-C03

3.1

Shipping office clerk

PSHUs are created. The system displays their data in the application log.

Depending on the route scheduling, it might be necessary to enter the

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Step

Step Description

Step Processo r

Input Data next day as the start date of departure from yard. 3. Choose Execute (F8). 4. In the appearing dialog box, confirm the selection of delivery items. 1. Start transaction /SCWM/MON.

Expected Results

3.2

Display overview of PSHUs for the next departure date

Shipping office clerk

2. Choose Outbound Documents Planned Shipping Handling Unit . 3. Enter the current date, 18:00:00 as the departure date from yard. 4. Choose Execute (F8).

PSHUs are displayed with the data needed to order transportatio n capacity, such as HU types, amount, weight, and volume. -

Create a TU (EWM) Check transportatio n capacity and order a truck

4.1

Shipping office clerk

This step is carried out outside of the system.

1. Start transaction /SCWM/TU. 2. Choose Create. 3. Enter the following data: o o Shipping office clerk o o o o Transportation Unit: Enter an external identifier Carrier: For example, CARR001 Means of Transport: For example, MTR2 Packaging Material: For example, MTR Route: For example, RT_CUSTCAP S&R Activity Direction: 2 (Outbound)

4.2

Create a transportatio n unit (TU) and assign it to a route and a door (EWM)

The TU is created and a route and a door are assigned to the TU.

4. Choose Enter. 5. On the Assigned Doors tab,

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Step

Step Description

Step Processo r

Input Data choose Add Door Assignment and enter the following data: o o Warehouse Number: W001 Warehouse Door: Enter the door assigned to your outbound delivery orders, for example, DO03

Expected Results

6. Save your entries. The waves are released. Pickwarehouse orders (WOs) are created. The pickWOs are printed. You can check the spool requests in transaction SP01. Check if the packaging material is on the printout.

This step is carried out automatically at the wave release time defined in the wave template option used for your wave. For the test case it might be necessary to release the waves manually. Automatic step 1. Start transaction /SCWM/WAVE. 2. Select the wave by the wave numbers noted in step 2. 3. Select all waves and choose Release.

Release the waves (EWM)

In transaction SP01, search for the spool requests by the user who created the delivery. 6 Pick the goods (EWM) Prepare pick-HUs Pick the goods and Warehou se worker Warehou This step is carried out outside of the system. This step is carried out outside of the -

6.1 6.2

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Step

Step Description move them to the packing station

Step Processo r se worker system.

Input Data

Expected Results

1. Start transaction /SCWM/TO_CONF. 2. Search for the WO (see printout). 3. Choose Change. Create pickHUs and confirm the pick-WOs (EWM) 4. On the Pick-HU tab, select the line with the packaging material. Warehou se clerk 5. Choose Switch to Form View. 6. Enter an external HU number, for example, EXTHU01. 7. Choose Create HU. 8. Choose Confirm and Save. 9. Repeat this step for all pick-WOs. 7 Pack the goods (EWM) 1. Start transaction /SCWM/PACK. 2. Enter the following data: o o Warehouse Number: W001 Work Center: WP03 The products are repacked from the pick-HUs to the shipping HUs. The shipping HU labels are printed. You can check the spool request in transaction SP01. The shipping HUs are created. The pickHUs are created. The pickWOs are confirmed. The pickHUs are moved to the packing station WP03.

6.3

3. Choose Execute (F8). 4. Double-click the HUs in the tree structure. 7.1 Repack the goods Packer 5. On the Repack Product tab, enter the pick-HU number (for example, EXTHU01) in the Source HU field. 6. Choose the Stock pushbutton and in the dialog box, select the items to be repacked. 7. If partial quantities need to be repacked, adjust the value of field Quantity according to the proposed quantity in the Quan. (Proposed Quantity to be repacked) field.

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Step

Step Description

Step Processo r

Input Data 8. Carry out the repacking by using the packaging material or the shipping HU proposed by the system on the basis of the PSHUs.

Expected Results

If you pack the first quant of a PSHU, the system proposes a packaging material for the creation of a shipping HU. If you pack another quant of the same PSHU, the system proposes the shipping HU number. 9. Choose Execute (F8). 10. Repeat this procedure for all pickHUs. 1. Double-click a shipping HU in the tree structure. The shipping HUs are closed (the Packing process step is completed). The WOs for staging are created.

7.2

Close shipping HUs

Packer

You must reselect the HU before choosing Complete Process Step for HU. 2. Choose Complete Process Step for HU in the toolbar of the tree. 3. Choose Save. 4. Repeat this procedure for all shipping HUs. 1. Double-click a shipping HU in the tree structure.

7.3

Label the shipping HUs

Packer

You must reselect the HU before choosing Print. 2. Choose Print in the toolbar of the tree. 3. Choose Save. 4. Repeat this procedure for all shipping HUs.

The HU shipping labels and the HU content lists are printed. You can check the spool requests in transaction SP01. Check if the weight and volume information

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Step

Step Description

Step Processo r

Input Data

Expected Results is on the printouts. Check if the route and customer information is on the printouts of the HU shipping labels.

1. Start transaction /SCWM/RFUI. 2. Log on to warehouse W001 as resource FLT1 with presentation device PD01. 3. Choose System-Guided System-Guided Selection (fast path 11). Warehou se worker 4. Verify the source bin. 5. Enter the HU that you are moving to the staging area. 6. Verify the destination bin. 7. Verify the destination HU. 8. Repeat this procedure for all shipping HUs. A truck arrives at the checkpoint and drives to the door (EWM) The WOs for staging are confirmed. The shipping HUs are moved to the staging area.

Stage the goods (EWM)

1. Start transaction /SCWM/TU. 2. Search for the TU. Post the arrival at the door Checkpoi nt clerk 3. In the menu, choose Action Door Arrival at Door . By posting Arrival at Door, you post Arrival at Checkpoint automatically. 4. Save your entries. 9.2 The truck drives to the Truck driver This step is carried out outside of the system. The TU has the status Arrival at Checkpoint and Docked at Door.

9.1

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Step

Step Description door

Step Processo r

Input Data

Expected Results

10

Load the truck (EWM)

1. Start transaction /SCWM/RFUI. 2. Log on to warehouse W001 as resource FLT1 with presentation device PD01. 3. Choose Outbound Processes Loading Loading by HU (fast path 435). 4. Enter the HU you are loading on the truck. 5. Verify the door bin. 6. Repeat this step for all shipping HUs. 1. Start transaction /SCWM/TU.

The shipping HUs are loaded. The TU has status Loading Started.

10.1

Load the truck

Warehou se worker

10.2

Confirm loading

Warehou se worker

2. Search for the TU. 3. Choose Finish Loading.

The TU has status Loading Completed. The goods issue is posted for all shipping HUs. The TU has status Goods Issue Posted.

11

Post the goods issue and print the delivery notes and loading lists (EWM)

1. Start transaction /SCWM/TU. Shipping office clerk 2. Search for the TU. 3. Choose Goods Issue + Save.

Outbound deliveries are created. The delivery notes and loading lists are printed. You can check the spool requests in transaction SP01.

12

The truck leaves

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Step

Step Description (EWM)

Step Processo r

Input Data

Expected Results

1. Start transaction /SCWM/TU. 12.1 Post the departure from the checkpoint Shipping office clerk 2. Search for the TU. 3. In the menu, choose Action Checkpoint Departure + Save .

The TU is completed, and the status Departure from Checkpoint is set. The status Docked at Door is reset. -

12.2

The truck leaves

Truck driver

This step is carried out outside of the system.

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