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Logistics Automation with SAP Secondary Distribution
Management (SAP SDM)
Vehicle and Hauler related documents in PAT
© 2015 SAP AG or an SAP affiliate company. All rights reserved. 2
Agenda
 Vehicle and Hauler related Data Collation
 Plant determination strategy
 Difference clearance
 Differences and tolerances
 Reclassification / Transfer posting
 Supported Processes
© 2015 SAP AG or an SAP affiliate company. All rights reserved. 3
Vehicle and Hauler related Data Collation
Manage logistic processes related to a specific vehicle or
a hauler company
• After-the-fact posting of loading and unloading steps
• Dramatic reduction of manual data entry for logistic
processes
• Control about gains and losses
© 2015 SAP AG or an SAP affiliate company. All rights reserved. 4
Simple data entry for complex business processes
Responsible
hauler company
Load from own stock
Unloading to customer
sales order
Left on board quantity
Losses on vehicle
© 2015 SAP AG or an SAP affiliate company. All rights reserved. 5
Simple data entry for complex business processes
Load from own stock
Unloading to customer
sales order
Left on board quantity
Losses on vehicle
Posted documents
Savings: enter 1 document, create 11 documents automatically
© 2015 SAP AG or an SAP affiliate company. All rights reserved. 6
PAT Document Creation
Vehicle
Hauler Company
Additional Header Data
Relate your processes to a vehicle or a hauler company by assigning it in
the document header information
© 2015 SAP AG or an SAP affiliate company. All rights reserved. 7
Powerful Reporting
Add POWL Lists to your user role for detailed and fast analysis
Process Analysis
Truck Quantity Analysis
Storage Reports
© 2015 SAP AG or an SAP affiliate company. All rights reserved. 8
Manage Gains & Losses during transport
 Own fleet
 Document type VEHICLE
 Application /PAT/DCV_VP_TCD
 Hauler
 Document type FWDAGENT
 Master Data /PAT/DCV_HP_TCD
 Transaction /PAT/DC_FA
 Left on board quantities
 Usually remain on vehicle
 Dedicated plant for left on board
quantities possible
 Quantity checks
 Keep Loading and unloading quantities
balanced
 Quantity view per material / valuation type
 Balancing can be achieved by
 Left on board postings
 Posting of differences
© 2015 SAP AG or an SAP affiliate company. All rights reserved. 9
Manage Gains & Losses during transport
 Quantity overview
• Quantity view per material /
valuation type
• Summary table of loading and
unloading
• Chart about loading, on board
and unloading
© 2015 SAP AG or an SAP affiliate company. All rights reserved. 10
Plant determination strategy
 Document Supplementation
 „Plant determination“ in PAT Customizing
 PAT  Processes  General Define Document Supplementation
 Strategy is assigned Item Type level
 STGETRANSP (Storage data from means of transport)
 STGELOAD (Storage data from last loading)
 Other strategies can be defined using own event methods
 Postings for unloading items
 Uses plant / storage loc. from item line
 Posts
 Transfer postings to item plant, if not equal to means of transport plant
© 2015 SAP AG or an SAP affiliate company. All rights reserved. 11
Adjustment of differences
 Manual Adjustment
 Automatic Adjustment
 By Toolbar function 
 Assignment in DC Customizing
 Data Collation Documents Specify Document
Type
 Event methods
 Called for every …
 negative difference inside a document
 Overall difference of a document
 The event controls …
 Where a difference item is inserted
 Data used for difference item creation
 Possible aggregation of difference items
 Delivered Methods
 Gain at beginning, loss at end (with aggregation)
 Adjustment before unloading (without aggregation)
© 2015 SAP AG or an SAP affiliate company. All rights reserved. 12
Differences and Tolerances
 Transaction /PAT/DCV_VD_TCD
 Tolerance Check during document
incompleteness check
 Event method
 Provides basis for tolerance calculation
 Called for each item with differences
 Basis for calculation has to be aligned with tolerance
check
 Delivered calculation basis methods
 Total loaded quantity
 Loaded quantity at measurement point
• Event for processing exceeded
tolerances
• Delivered responses
• Error
• Warning
• Error if no reason
© 2015 SAP AG or an SAP affiliate company. All rights reserved. 13
Reclassification / Transfer Posting
 Reclassification
 Automated with transaction
/PAT/DC_REBRAND_TCD
 Manually directly in Data Collation
Document
 Configuration in Data Collation
Customizing
 Data Collation Documents  Specify Item Type
 Transfer Posting
 Activated in customizing by ‘Transfer Posting
Mode: Multi-Step’
 Event Method in Data Collation Customizing
 Data Collation Documents  Specify Item Type
 Delivered Methods
 Material (309), Plant (301), Storage Location (311) 
previously strategy M01
© 2015 SAP AG or an SAP affiliate company. All rights reserved. 14
Processes
Internal Postings
Forwarding
Agent
Vendor
Own Plant Own Plant
Unloading
Sales
Loading
Carrier Loading
Own Plant
Flush
Differences
Customer
Customer
Returns Loading
Carrier Loading
Stock Transfer
Storage Supply
Overview
LPC LPO
XXX XXX
LOS XLO
Unloading type Cancellation type
LPN XLP
LRC LRO LRR XLR
USC USO USD XUS
USN
UOS XUO
VFL
VDG VDL
VPL
XVPL
VLB
XVLB
XXX Loading type XXX Other
LDC
LDC
RUS
UST USTN XUST
© 2015 SAP AG or an SAP affiliate company. All rights reserved. 15
Available Loading Processes - I
 From supplier
 LPC (Load Purchase Contract)
 LPO (Load Purchase Order)
 LPN (Load Purchase No Document)
 XLP (Cancel Load Purchase)
 From own stock
 LOS (Load Own Stock)
 XLO (Cancel Load Own Stock)
 Item Type in Classic Data Collation
 BLK
 BLB
 SBK
 BLE, BLZ
 SBE
© 2015 SAP AG or an SAP affiliate company. All rights reserved. 16
Available Loading Processes - II
 With reference to Data Collation document
 LDC (Load Data Collation)
 XLDC (Cancel Load Data Collation)
 From customer
 LRC
 LRO
 LRR
 XLR
 Item Type in Classic Data Collation
 BXS
 SXS
 BRK
 BRA
© 2015 SAP AG or an SAP affiliate company. All rights reserved. 17
Available Internal Processes
 Differentials (Gains & Losses)
 VDG (Vehicle Difference Gain)
 VDL (Vehicle Difference Loss)
 Flushes
 VFL (Vehicle Flush)
 Left on board
 VPL (Vehicle Prior-To-Load)
 VLB (Vehicle Left-On-Board)
 XVPL (Cancel Vehicle Prior-To-Load)
 XVLB (Cancel Vehicle Left-On-Board)
 Item type in classic Data Collation
 Positive DIF
 Negative DIF
 ISP
 BLR
 ELR
© 2015 SAP AG or an SAP affiliate company. All rights reserved. 18
Available Unloading Processes
 At customer
 USC (Unload Sales Contract)
 USO (Unload Sales Order)
 USD (Unload Sales Delivery)
 USN (Unload Sales No Document)
 XUS (Cancel Unload Sales)
 RUS (Returns Unload Sales)
 To own stock
 UOS (Unload Own Stock)
 XUO (Cancel Unload Stock)
 UST (Unload Stock Transfer Order)
 USTN (Unload Stock Transfer No Document)
 XUST (Cancel Unload Stock Transfer)
 Item type in classic Data Collation
 ELK
 ELA, EZA, EAS
 ELL, EZL
 ELU
 SLA, SEK
 ELE, ELS
 EUB
 ELT
© 2015 SAP AG or an SAP affiliate company. All rights reserved. 19
Learn more
 SAP Solutions for IS-OIL Downstream
 Explore Downstream Solutions in the SAP Solution Explorer
 Read details about the OGSD 7.0 Release
 Free OGSD Online Training
 Check out our course material at openSAP
 Online Help
 OGSD Online Documentation available on SAP Help Portal
© 2015 SAP AG or an SAP affiliate company. All rights reserved.
Thank you
Contact information:
Matthias Pimiskern
Solution Manager Oil & Gas
Matthias.Pimiskern@sap.com
© 2015 SAP AG or an SAP affiliate company. All rights reserved. 21
© 2015 SAP AG or an SAP affiliate company. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG or an SAP affiliate company.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG (or an SAP affiliate
company) in Germany and other countries. Please see http://global12.sap.com/corporate-en/legal/copyright/index.epx for additional trademark information and notices.
Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.
National product specifications may vary.
These materials are provided by SAP AG or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP AG or its
affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP AG or SAP affiliate company products and services
are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an
additional warranty.
In particular, SAP AG or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or
release any functionality mentioned therein. This document, or any related presentation, and SAP AG’s or its affiliated companies’ strategy and possible future
developments, products, and/or platform directions and functionality are all subject to change and may be changed by SAP AG or its affiliated companies at any time for
any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-
looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place
undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.

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Vehicle and Hauler Related Processes with PAT Data Collation

  • 1. Logistics Automation with SAP Secondary Distribution Management (SAP SDM) Vehicle and Hauler related documents in PAT
  • 2. © 2015 SAP AG or an SAP affiliate company. All rights reserved. 2 Agenda  Vehicle and Hauler related Data Collation  Plant determination strategy  Difference clearance  Differences and tolerances  Reclassification / Transfer posting  Supported Processes
  • 3. © 2015 SAP AG or an SAP affiliate company. All rights reserved. 3 Vehicle and Hauler related Data Collation Manage logistic processes related to a specific vehicle or a hauler company • After-the-fact posting of loading and unloading steps • Dramatic reduction of manual data entry for logistic processes • Control about gains and losses
  • 4. © 2015 SAP AG or an SAP affiliate company. All rights reserved. 4 Simple data entry for complex business processes Responsible hauler company Load from own stock Unloading to customer sales order Left on board quantity Losses on vehicle
  • 5. © 2015 SAP AG or an SAP affiliate company. All rights reserved. 5 Simple data entry for complex business processes Load from own stock Unloading to customer sales order Left on board quantity Losses on vehicle Posted documents Savings: enter 1 document, create 11 documents automatically
  • 6. © 2015 SAP AG or an SAP affiliate company. All rights reserved. 6 PAT Document Creation Vehicle Hauler Company Additional Header Data Relate your processes to a vehicle or a hauler company by assigning it in the document header information
  • 7. © 2015 SAP AG or an SAP affiliate company. All rights reserved. 7 Powerful Reporting Add POWL Lists to your user role for detailed and fast analysis Process Analysis Truck Quantity Analysis Storage Reports
  • 8. © 2015 SAP AG or an SAP affiliate company. All rights reserved. 8 Manage Gains & Losses during transport  Own fleet  Document type VEHICLE  Application /PAT/DCV_VP_TCD  Hauler  Document type FWDAGENT  Master Data /PAT/DCV_HP_TCD  Transaction /PAT/DC_FA  Left on board quantities  Usually remain on vehicle  Dedicated plant for left on board quantities possible  Quantity checks  Keep Loading and unloading quantities balanced  Quantity view per material / valuation type  Balancing can be achieved by  Left on board postings  Posting of differences
  • 9. © 2015 SAP AG or an SAP affiliate company. All rights reserved. 9 Manage Gains & Losses during transport  Quantity overview • Quantity view per material / valuation type • Summary table of loading and unloading • Chart about loading, on board and unloading
  • 10. © 2015 SAP AG or an SAP affiliate company. All rights reserved. 10 Plant determination strategy  Document Supplementation  „Plant determination“ in PAT Customizing  PAT  Processes  General Define Document Supplementation  Strategy is assigned Item Type level  STGETRANSP (Storage data from means of transport)  STGELOAD (Storage data from last loading)  Other strategies can be defined using own event methods  Postings for unloading items  Uses plant / storage loc. from item line  Posts  Transfer postings to item plant, if not equal to means of transport plant
  • 11. © 2015 SAP AG or an SAP affiliate company. All rights reserved. 11 Adjustment of differences  Manual Adjustment  Automatic Adjustment  By Toolbar function   Assignment in DC Customizing  Data Collation Documents Specify Document Type  Event methods  Called for every …  negative difference inside a document  Overall difference of a document  The event controls …  Where a difference item is inserted  Data used for difference item creation  Possible aggregation of difference items  Delivered Methods  Gain at beginning, loss at end (with aggregation)  Adjustment before unloading (without aggregation)
  • 12. © 2015 SAP AG or an SAP affiliate company. All rights reserved. 12 Differences and Tolerances  Transaction /PAT/DCV_VD_TCD  Tolerance Check during document incompleteness check  Event method  Provides basis for tolerance calculation  Called for each item with differences  Basis for calculation has to be aligned with tolerance check  Delivered calculation basis methods  Total loaded quantity  Loaded quantity at measurement point • Event for processing exceeded tolerances • Delivered responses • Error • Warning • Error if no reason
  • 13. © 2015 SAP AG or an SAP affiliate company. All rights reserved. 13 Reclassification / Transfer Posting  Reclassification  Automated with transaction /PAT/DC_REBRAND_TCD  Manually directly in Data Collation Document  Configuration in Data Collation Customizing  Data Collation Documents  Specify Item Type  Transfer Posting  Activated in customizing by ‘Transfer Posting Mode: Multi-Step’  Event Method in Data Collation Customizing  Data Collation Documents  Specify Item Type  Delivered Methods  Material (309), Plant (301), Storage Location (311)  previously strategy M01
  • 14. © 2015 SAP AG or an SAP affiliate company. All rights reserved. 14 Processes Internal Postings Forwarding Agent Vendor Own Plant Own Plant Unloading Sales Loading Carrier Loading Own Plant Flush Differences Customer Customer Returns Loading Carrier Loading Stock Transfer Storage Supply Overview LPC LPO XXX XXX LOS XLO Unloading type Cancellation type LPN XLP LRC LRO LRR XLR USC USO USD XUS USN UOS XUO VFL VDG VDL VPL XVPL VLB XVLB XXX Loading type XXX Other LDC LDC RUS UST USTN XUST
  • 15. © 2015 SAP AG or an SAP affiliate company. All rights reserved. 15 Available Loading Processes - I  From supplier  LPC (Load Purchase Contract)  LPO (Load Purchase Order)  LPN (Load Purchase No Document)  XLP (Cancel Load Purchase)  From own stock  LOS (Load Own Stock)  XLO (Cancel Load Own Stock)  Item Type in Classic Data Collation  BLK  BLB  SBK  BLE, BLZ  SBE
  • 16. © 2015 SAP AG or an SAP affiliate company. All rights reserved. 16 Available Loading Processes - II  With reference to Data Collation document  LDC (Load Data Collation)  XLDC (Cancel Load Data Collation)  From customer  LRC  LRO  LRR  XLR  Item Type in Classic Data Collation  BXS  SXS  BRK  BRA
  • 17. © 2015 SAP AG or an SAP affiliate company. All rights reserved. 17 Available Internal Processes  Differentials (Gains & Losses)  VDG (Vehicle Difference Gain)  VDL (Vehicle Difference Loss)  Flushes  VFL (Vehicle Flush)  Left on board  VPL (Vehicle Prior-To-Load)  VLB (Vehicle Left-On-Board)  XVPL (Cancel Vehicle Prior-To-Load)  XVLB (Cancel Vehicle Left-On-Board)  Item type in classic Data Collation  Positive DIF  Negative DIF  ISP  BLR  ELR
  • 18. © 2015 SAP AG or an SAP affiliate company. All rights reserved. 18 Available Unloading Processes  At customer  USC (Unload Sales Contract)  USO (Unload Sales Order)  USD (Unload Sales Delivery)  USN (Unload Sales No Document)  XUS (Cancel Unload Sales)  RUS (Returns Unload Sales)  To own stock  UOS (Unload Own Stock)  XUO (Cancel Unload Stock)  UST (Unload Stock Transfer Order)  USTN (Unload Stock Transfer No Document)  XUST (Cancel Unload Stock Transfer)  Item type in classic Data Collation  ELK  ELA, EZA, EAS  ELL, EZL  ELU  SLA, SEK  ELE, ELS  EUB  ELT
  • 19. © 2015 SAP AG or an SAP affiliate company. All rights reserved. 19 Learn more  SAP Solutions for IS-OIL Downstream  Explore Downstream Solutions in the SAP Solution Explorer  Read details about the OGSD 7.0 Release  Free OGSD Online Training  Check out our course material at openSAP  Online Help  OGSD Online Documentation available on SAP Help Portal
  • 20. © 2015 SAP AG or an SAP affiliate company. All rights reserved. Thank you Contact information: Matthias Pimiskern Solution Manager Oil & Gas Matthias.Pimiskern@sap.com
  • 21. © 2015 SAP AG or an SAP affiliate company. All rights reserved. 21 © 2015 SAP AG or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG or an SAP affiliate company. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG (or an SAP affiliate company) in Germany and other countries. Please see http://global12.sap.com/corporate-en/legal/copyright/index.epx for additional trademark information and notices. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP AG or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP AG or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP AG or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. In particular, SAP AG or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP AG’s or its affiliated companies’ strategy and possible future developments, products, and/or platform directions and functionality are all subject to change and may be changed by SAP AG or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward- looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.