301 Dock Appointment Scheduling
301 Dock Appointment Scheduling
301 Dock Appointment Scheduling
2013
PUBLIC
Document Version: 2013_SP39 – November 8, 2013
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Table of Contents
Solution Manager Content for Dock Appointment Scheduling .................................................. 5
1 Dock Appointment Scheduling ............................................................................................ 6
2 Configuring Standalone Dock Appointment Scheduling ..................................................... 7
3 Solution Manager Content for Processing Dock Appointment Scheduling ...................... 11
3.1 Processing Dock Appointment Scheduling ................................................................ 12
3.2 Configuration of Processing Dock Appointment Scheduling ...................................... 17
3.2.1 Configuring a Docking Location ........................................................................... 19
3.2.2 Configuring a Loading Point ................................................................................ 20
3.2.3 Configuring a Product Group for the Products .................................................... 21
3.2.4 Configuring Determination of Properties ............................................................. 23
3.2.5 Configuring Determination of a Loading Point ..................................................... 24
3.2.6 Configuring Determination of Number of Packages ............................................ 25
3.2.7 Configuring Determination of Appointment Duration ........................................... 26
3.2.8 Configuring Integration to Other Systems ........................................................... 27
3.2.9 Configuring Time Slots of a Loading Point .......................................................... 28
3.2.10 Configuring a Business Partner as a Carrier ..................................................... 29
3.2.11 Configuring an Appointment Planner for Carrier ............................................... 30
3.3 Test Case for Processing Dock Appointment Scheduling ......................................... 31
The business scenario allows you to optimize the capacity utilization of your docks, and
provides work leveling. It allows you to alter appointments easily in reaction to changes in
circumstances. This helps to prevent bottlenecks at the warehouse. The business scenario
also helps the carriers to plan their transport more efficiently as they can reduce the amount
of time trucks have to wait at warehouses.
Prerequisites
You can implement this business scenario with different releases of the relevant application
components. For more information, see:
Process
The business processes run as follows:
You can only use this process if you have activated the EWM, Essential Foundation
Functions (SCM_EWM_FND) business function.
You can find the application help for SAP Dock Appointment Scheduling on SAP Help
Portal at http://help.sap.com/ewm SAP EWM 9.1 Application Help <choose
your language> SAP Extended Warehouse Management (SAP EWM) SAP Dock
Appointment Scheduling .
Prerequisites
You have purchased a license for SAP Dock Appointment Scheduling.
You have installed SAP Extended Warehouse Management 9.1 (SAP EWM).
You have activated the Business Function EWM, Essential Foundation Functions
(SCM_EWM_FND) using transaction SFW5.
The operating system on the local computer is compatible with Microsoft®
Silverlight®.
You have created users for SAP Dock Appointment Scheduling roles.
You must create your own roles for this. You can do this by creating roles that are
based on the SAP template roles for SAP Dock Appointment Scheduling. For more
information about User Management and Authorization, see the SAP Extended
Warehouse Management Security Guide at
http://www.service.sap.com/securityguides SAP Business Suite Applications
SAP SCM SAP Extended Warehouse Management .
For Dock Appointment Scheduling, you need roles for Administrator for Dock
Appointment Scheduling (SAP template role /SCWM/DAS_ADMINISTRATOR) and
Specialist for Dock Appointment Scheduling (SAP template role
/SCWM/DAS_SPECIALIST). If you want to use a checkpoint clerk, you need the role
Checkpoint Clerk for Dock Appointment Scheduling (SAP template role
/SCWM/DAS_CP_CLERK). If you want to use SAP Dock Appointment Scheduling with
external users, you need a fourth role for the role Appointment Planner for Carrier in
Dock Appointment Scheduling (SAP template role
/SCWM/DAS_EXT_CARR_PLANNER).
o
Adjust your own roles based on your requirements. You can define which
loading points a role can access or enter further authorization criteria
required for the role.
o Create user accounts and assign the roles to these accounts based on which
roles the specific users should have.
You have configured the logical systems in SAP EWM, using an SAP EWM
customizing client that cross-client settings, as follows:
1. You have defined a logical system for each SAP EWM client, for example,
EWMCLNT001, in Customizing for SCM Basis under Integration Basic
Settings for Creating the System Landscape Name Logical Systems .
2. You have assigned the SAP EWM logical system to an SAP EWM client, for
example, client 001, in Customizing for SCM Basis under Integration
Basic Settings for Creating the System Landscape Assign Logical Systems
to a Client .
You have configured the client settings in the SAP EWM client, as follows:
1. You have defined a business system group for your SAP EWM client, for
example, EWM001, in Customizing for SCM Basis under Integration Basic
Settings for Creating the System Landscape Maintain Business System
Group .
2. You have assigned the SAP EWM business system group to your SAP EWM
logical system, for example, EWMCLNT001, in Customizing for SCM Basis
under Integration Basic Settings for Creating the System Landscape
Assign Logical System and Queue Type .
You have created the number range for the relationship between carrier and
appointment planner for carrier in Customizing for Cross-Application Components
under SAP Business Partner Business Partner Relationships Basic Settings
Define Number Ranges .
You have administrator rights on the local computer.
Process
Standalone Dock Appointment Scheduling with Internal Users Only
You must install SAP NetWeaver Business Client in desktop mode, including
SAPGUI Front End installation, on a local computer.
For more information about downloading, installing, and configuring SAP NetWeaver
Business Client, see SAP Note 900000. We recommend that you install the latest
version of SAP NetWeaver Business Client.
See also the SAP Library for SAP NetWeaver on SAP Help Portal at
http://help.sap.com/nw_platform. In SAP Library, choose Administration Information
Technical Operations for SAP NetWeaver Technical Operations for SAP
NetWeaver Business Client .
Note that the default browser on this computer must be a browser for which the
Microsoft® Silverlight® Plug-In is available. You must have administrator rights to
install the plug-in.
3. Assign the SAP Dock Appointment Scheduling roles you have created, for example
by copying the delivered SAP template roles, to the internal users using transaction
PFCG. For more information, see the SAP Dock Appointment Scheduling roles
documentation in the SAP Extended Warehouse Management documentation under
Roles for Extended Warehouse Management Roles for Dock Appointment
Scheduling .
4. Set up the number range for the appointment number in Customizing for Extended
Warehouse Management, under Dock Appointment Scheduling Define Number
Range Intervals for Appointment Numbers .
5. Navigate to the Simple Setup of Standalone Dock Appointment Scheduling screen, in
the Dock Appointment Scheduling menu under Settings Simple Setup Simple
Setup of Standalone Dock Appointment Scheduling . Create docking locations,
loading points, and time slots by choosing the following:
o Create Docking Location
o Create Loading Point
6. Define business partners with the role carrier for each carrier that uses the
warehouse. On the Simple Setup of Standalone Dock Appointment Scheduling
screen, choose Create Business Partners as Carriers. For more information, see
Configuration of Processing Dock Appointment Scheduling [Page 17].
In addition to running SAP Dock Appointment Scheduling with internal users, you can allow
external users access to the Dock Appointment Scheduling system.
We strongly recommend that you read the Security Guide for Extended Warehouse
Management, especially those chapters that cover system landscape setup for
providing external system access
More Information
Loading Business Partner Data for Carriers from SAP ERP
If you are running SAP Dock Appointment Scheduling on SAP ERP and you have maintained
business partners in SAP ERP, you can load the business partner data of your carriers from
SAP ERP in one of the following ways:
If you have created vendors in SAP ERP which you want to distribute to SAP Dock
Appointment Scheduling , you can use the Core Interface to transfer vendors and to
create carrier business partners from them.
For more information, see Creating Vendors, Customers, and Carriers [External].
If you have maintained business partners with a role type for carrier and want to
distribute them from SAP ERP to SAP Dock Appointment Scheduling, you can use
the standard distribution mechanism for the business partners. Load the business
partner data of your carriers from SAP ERP using ALE/IDOC as follows:
1. Use an ALE distribution model and partner settings where the required
messages types, for example, BUPA_INBOUND_MAIN_SAVE_M, are
maintained in the source system (SAP ERP) and the target system (SAP
Dock Appointment Scheduling).
For more information, see the SAP ERP documentation under SAP ERP
Cross Application Functions Cross Application Components SAP
Business Partner Functions Distribution of Business Partner Data .
SAP Dock Appointment Scheduling runs in SAP NetWeaver Business Client only.
The following figure illustrates the correlation between the physical process and the manual or
automatic activities in the system:
When a carrier receives the information about a delivery and its delivery date, the
appointment planner for carrier logs on to SAP Dock Appointment Scheduling. The
appointment planner for carrier creates an appointment, using the web access application, for
the delivery date. He or she enters the docking location of the warehouse. He or she enters
the purchase order as a reference document. The system automatically determines the
loading point, the required duration of the appointment, and the number of time slots
necessary to make up the required duration from the purchase order data. The carrier selects
an appropriate start time slot.
At least one day before the delivery date, the warehouse clerk checks the planned
appointments for next day and verifies that there is sufficient capacity for unloading the
planned trucks at the loading point. If necessary, the warehouse clerk calls a carrier to
reschedule an appointment or enlarges the available workforce in the warehouse.
When a truck arrives, the driver informs the checkpoint clerk of the appointment number. The
checkpoint clerk searches for the appointment in SAP Dock Appointment Scheduling, using
the appointment number, and sets the status to Arrived at Checkpoint.
The checkpoint clerk directs the driver to the dock of the loading point to unload the goods.
The truck driver drives to the dock. A warehouse clerk sets the status to Arrived at Dock.
A warehouse worker unloads the truck. The truck leaves the dock. A warehouse clerk sets the
status to Departed from Dock.
The truck drives to the checkpoint. The checkpoint clerk searches for the appointment in SAP
Dock Appointment Scheduling, using the appointment number, and sets the status to
Departed from Checkpoint.
At the end of the week or the month, the warehouse clerk selects all the appointments of the
last week or month in the Analyze Appointments screen. There the warehouse clerk analyzes
the waiting and processing times, and the differences between the planned times and the
actual times. The warehouse clerk determines how many trucks arrived on time, and if
processing times correspond with the planned times.
Prerequisites
In Dock Appointment Scheduling, a docking location with at least one loading point
exists.
Time slots exist for the loading point.
The integration between SAP Dock Appointment Scheduling and the SAP ERP
system of the purchase order is configured.
The configuration for the loading point determination and the appointment length
determination has been done.
An employee in the carrier’s office has the role Appointment Planner for Carrier in
Dock Appointment Scheduling (/SCWM/DAS_EXT_CARR_PLANNER) and an external
user, and has access to SAP Dock Appointment Scheduling.
For more information about the configuration prerequisites, see Configuration of Processing
Dock Appointment Scheduling [Page 17].
Process
The business process runs in Dock Appointment Scheduling as follows:
The vendor of the inbound delivery informs the carrier about a delivery and its related
purchase order, and provides a delivery date to transport goods to the warehouse.
The appointment planner for carrier logs on to SAP Dock Appointment Scheduling to
book an appointment for the delivery date. He or she enters the purchase order as a
reference document for the appointment.
The system determines the loading point and required number of time slots from the
reference document. The appointment planner for carrier gets an overview of the free
capacity for the determined loading point and the required number of time slots. He or
she books the appointment that fits best with the expected delivery date, as follows:
o
If the slots at the point of time when the truck can arrive at the loading point
have free capacity, the appointment planner for carrier books an appointment
for these slots.
o If there is no free capacity in the slots when the truck can arrive at the loading
point, the appointment planner for carrier books a start time slot near the
perfect slot.
2. Check planned appointments.
Appointments are planned in parallel by external and internal users, so the capacity
situation must be checked before each day.
A warehouse clerk checks the planned appointments of a loading point for the
delivery date. If there are too many planned appointments for the available capacity,
the warehouse clerk negotiates some changes with a carrier or enlarges the available
workforce in the warehouse on the next day.
A truck arrives at the checkpoint and the driver informs the checkpoint clerk of the
appointment number. The checkpoint clerk finds the appointment in SAP Dock
Appointment Scheduling using the appointment number, and confirms the arrival at
checkpoint. The checkpoint clerk directs the driver to the dock of the loading point to
unload the goods.
The truck arrives at the dock for unloading. The warehouse clerk confirms the arrival
at dock in SAP Dock Appointment Scheduling.
A warehouse worker unloads the truck. A warehouse clerk checks the package
information against the delivery note.
A warehouse clerk confirms the departure from the dock in SAP Dock Appointment
Scheduling.
A checkpoint clerk confirms the departure of the truck by setting the status of the
appointment to Departed from Checkpoint in SAP Dock Appointment Scheduling.
At the end of the week or the month, the warehouse clerk selects all the
appointments of the last week or month in the Analyze Appointments screen. There
the warehouse clerk analyzes the waiting and processing times and the differences
between the planned times and the actual times. The warehouse clerk determines
how many trucks arrived on time and if processing times correspond with the planned
times.
Process Monitoring
In this business process, you can use the following monitoring functions:
More Information
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.
To configure the processes in your SAP SCM system, implement all configuration steps.
Prerequisites
You have configured the business partner management in SAP SCM.
You have configured the purchase order creation in SAP ERP.
Process
1. Configuring a Docking Location [Page 19]
2. Configuring a Loading Point [Page 20]
3. Configuring a Product Group for the Products [Page 21]
4. Configuring Determination of Properties [Page 23] (Optional)
5. Configuring Determination of a Loading Point [Page 24]
6. Configuring Determination of Number of Packages [Page 25] (Optional)
7. Configuring Determination of Appointment Duration [Page 26]
8. Configuring Integration to Other Systems [Page 27]
9. Configuring Time Slots of a Loading Point [Page 28]
10. Configuring a Business Partner as a Carrier [Page 29]
11. Configuring an Appointment Planner for Carrier [Page 30]
Result
You have configured the process Processing Dock Appointment Scheduling. In SAP SCM,
you can run the business processes as described in the Test Case for Processing Dock
Appointment Scheduling [Page 31].
Example
You configure this business process using the following data:
Product Description
PROD-M01 Medium Part 01
PROD-M02 Medium Part 02
PROD-M03 Medium Part 03
Carrier Description
CARRDAS1 Carrier CARR001
Prerequisites
You have created a number range for loading appointments. In Customizing for Extended
Warehouse Management, under Dock Appointment Scheduling Define Number Range
Intervals for Appointment Numbers , create a number range for the internal creation of
appointment numbers.
Procedure
1. Log on to SAP NetWeaver Business Client as Administrator for Dock Appointment
Scheduling.
2. In the Dock Appointment Scheduling menu, choose Settings Simple Setup .
3. Choose Simple Setup of Standalone Dock Appointment Scheduling.
4. Choose Create Docking Location.
5. Create a docking location with the following data:
6. Important settings:
o Time Zone
o Country
o Address Data
When you create the loading point, the system creates a supply chain unit
with the same name as the loading point in parallel, using the address data of
the loading point. We recommend that you use accurate address data that
fits to the selected country for the loading point.
Procedure
1. Log on to SAP NetWeaver Business Client as Administrator for Dock Appointment
Scheduling.
2. In the Dock Appointment Scheduling menu, choose Settings Simple Setup .
3. Choose Simple Setup of Standalone Dock Appointment Scheduling.
4. Choose Create Loading Point.
5. Create a loading point with the following data:
6. The system determines the following settings from the docking location:
o Slot Duration
o SAP EWM Integration
o Time Zone
o Calendar ID
o Country
o Arrival Lead Time
o Restricted Planning Period
o Number Range Number
o Address Data
Prerequisites
You have configured the loading point to use the property product group.
In Customizing for SCM Basis, under Master Data Product Product Groups
Define Product Group Types , create a product group type for SAP Dock
Appointment Scheduling with the following data:
In Customizing for SCM Basis, under Master Data Product Product Groups
Define Product Group , create a product group for SAP Dock Appointment
Scheduling with the following data:
Procedure
PROD-M01
PROD-M02
PROD-M03
1. In the SAP Easy Access screen for Extended Warehouse Management, choose
Master Data Product Maintain Product .
2. In the Product field, enter your product.
3. Select the Global Data radio button. Choose the Change button.
4. On the Properties 2 tab page, change the following data for each of your products:
Procedure
1. In Customizing for Extended Warehouse Management, choose Business Add-Ins
(BAdIs) for Extended Warehouse Management Dock Appointment Scheduling
BAdI: Determination of Property .
2. Activate the example implementation Example: Determination of MDL Product Group
from Purchase Order.
The product group of your product is used as property for loading point determination.
Procedure
1. Log on to SAP NetWeaver Business Client as Administrator for Dock Appointment
Scheduling.
2. In the Dock Appointment Scheduling menu, choose Settings Determine Loading
Point .
3. Create an entry with the following data:
You can also enter the number of packages manually in the loading appointment.
Procedure
1. In Customizing for Extended Warehouse Management, under Business Add-Ins
(BAdIs) for Extended Warehouse Management Dock Appointment Scheduling
BAdI: Determination of Number of Packages .
2. Activate an example implementation, for example, Number of Packages from
Purchase Order, Low Filter (/SCWM/EI_DS_DET_PACK_1).
The BAdI implementation Number of Packages from Purchase Order, Low Filter uses all
items of the purchase order that are relevant for processing in a warehouse. If you need
to filter the purchase order items and their schedule items so that you use only the items
for a specific warehouse or the quantities of the requested date of the loading
appointment, you can use the example implementation Number of Packages Determined
from Purchase Order (/SCWM/EI_DS_DET_PACKAGES). If you use this BAdI
implementation, you have to enter the requested date when creating the loading
appointment so the system can identify the quantity for this date.
Procedure
1. Log on to SAP NetWeaver Business Client as Administrator for Dock Appointment
Scheduling.
2. In the Dock Appointment Scheduling menu, choose Settings Configure
Appointment Duration Determination .
3. Create an entry with the following data:
Loading Point Duration at Dock Offset (mm:ss) Duration per Package (mm:ss)
LOAD_I_100 15:00 03:00
For the creation of loading appointments, the system uses data from the purchase order
referenced in the loading appointment to determine the loading point and the loading
appointment duration.
This configuration defines the ERP system of the purchase order referenced in the loading
appointment.
Procedure
1. Log on to SAP NetWeaver Business Client as Administrator for Dock Appointment
Scheduling.
2. In the Dock Appointment Scheduling menu, choose Settings Interfaces
Integration Settings for Dock Appointment Scheduling .
3. Create an entry with the following data:
Procedure
1. Create time slots for the loading point, as follows:
1. Log on to SAP NetWeaver Business Client as Administrator for Dock
Appointment Scheduling.
2. In the Dock Appointment Scheduling menu, choose Settings Simple
Setup .
3. Choose Simple Setup of Standalone Dock Appointment Scheduling.
4. Choose Create Time Slots in Graphical View.
2. Select your loading point. Enter the necessary data, for example, the following:
o Start Date: The date of next Monday
o Start Time: 7:00 – 18:00
o Maximum Capacity: 10
o Days to Display: 5
o Combine Slots: X
This combines the 15-minute slots into one-hour slots to make it easier to
display and change them.
3. Define capacity for the time slots and copy the capacity to the next two weeks.
o You can select the displayed slots with capacity 10 of the first day with the
mouse and drag them to set a different capacity, for example, 5.
o Choose the Copy Capacity to Next Day button to copy the changed capacity
to the next day. You can copy each day forward for several days to define
capacity for all working days of the week.
o Choose the Copy Slot Capacity to Next Weeks button and enter the number
of weeks to copy the capacity of the week, for example, 2.
Procedure
Create a business partner with role Carrier, for example CARRDAS1, as follows:
6. In the Create in BP role field, assign the role Carrier to the business partner.
7. Enter the address and country.
Prerequisites
You have created a carrier. See Configuring a Business Partner as a Carrier [Page
29].
You have created a user for the carrier clerk with the role Appointment Planner for
Carrier in Dock Appointment Scheduling (/SCWM/DAS_EXT_CARR_PLANNER), for
example, user CAR_USE.
Procedure
Assign the user CAR_USE to a carrier, for example CARRDAS1 as follows:
Prerequisites
This test case requires the following roles:
o Warehouse clerk with the role Specialist for Dock Appointment Scheduling
(/SCWM/DAS_SPECIALIST)
o Checkpoint clerk with the role Checkpoint Clerk for Dock Appointment
Scheduling (/SCWM/DAS_CP_CLERK)
o External user with the role Appointment Planner for Carrier in Dock
Appointment Scheduling (/SCWM/DAS_EXT_CARR_PLANNER)
o Goods Receipt (GR) office clerk with the role EWM: Warehouse Specialist for
Goods Receipt (/SCWM/INBD_SPECIALIST)
You have created the loading point LOAD_I_100, with time slots and available
capacity for the next day. For more information, see Configuration of Processing
Dock Appointment Scheduling [Page 17].
You have activated the following Business Add-Ins (BAdIs):
o Determination of Number of Packages
o Determination of Properties
You have created appointments in the time slots for at least today and tomorrow, so
that only a small amount of capacity is available for the planned execution times
(current time).
For the current date and time, set the status of some of the appointments to Arrived
at Checkpoint.
Features
This test case uses the following transactions that you can find on the SAP Easy Access
screen for Logistics:
This test case uses the following screens, which you can find in the NWBC in the Dock
Appointment Scheduling menu:
In loading point LOAD_I_100, check that the SAP EWM integration is not
active.
Activities
Step Step Step Input Data Expected
Description Processor Results
Preparation Create None 1. In SAP ERP, enter transaction POs, for
step Purchase ME21N. example,
Order (SAP 2. Enter the following data: 4500000201,
ERP) o Vendor: For example, are created.
VEND002
o Purchasing
Organization: 0001
o Purchasing Group:
001
o Material: For example,
PROD-M01
o PO Quantity: 10
o Plant: PL01
o Storage Location: ROD
3. Save your entries.
appointment
4. Choose Enter.
Checkpoint button.
5 Unload the Warehouse This step is carried out outside of the None
truck and worker system.
check the
goods.
6 The truck Warehouse 1. In the Dock Appointment The
leaves the clerk Scheduling menu, choose appointment
dock. Appointment Management status is
Processing Process Departed
Appointments . from Dock.
2. Choose the Show Quick
Criteria Maintenance button.
3. Enter the appointment number
and loading point LOAD_I_100
and choose the Apply button.
4. Select your appointment.
5. Choose the Departed from
Dock button.
7 The truck Truck driver See the following substeps Not applicable
leaves the and Dock
warehouse. Appointment
Scheduling
checkpoint
clerk
7.1 Indicate that Dock 1. Log on to NWBC as Dock The
the truck has Appointment Appointment Scheduling appointment
departed from Scheduling checkpoint clerk. status is
the checkpoint 2. In the Dock Appointment Departed
checkpoint. clerk Scheduling menu, choose from
Appointment Management Checkpoint.
Processing Process
Appointments .
3. Choose the Show Quick
Criteria Maintenance button.
4. Enter the appointment number
and loading point LOAD_I_100
and choose the Apply button.
5. Select your appointment.
6. Choose the Departed from
Checkpoint button