how to configure outbound process with full pallet removal

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SAP NetWeaver How-To Guide How to Configure Outbound Process with Full Pallet Removal and SCO Applicable Releases: SAP EWM 9.1 and higher SAP ERP 6.0 EhP 4 SP 4 and higher SAP NetWeaver 7.40 Topic Area: Extended Warehouse Management – Shipping & Receiving Version 1.1 December 2013

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SAP NetWeaver

How-To Guide

How to Configure Outbound Process

with Full Pallet Removal and SCO

Applicable Releases:

SAP EWM 9.1 and higher

SAP ERP 6.0 EhP 4 SP 4 and higher

SAP NetWeaver 7.40

Topic Area:

Extended Warehouse Management – Shipping & Receiving

Version 1.1

December 2013

i

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ii

Document History

Document Version Description

1.1 Updated version due to minor corrections

1.0 First official release of this guide

iii

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Table of Contents

1. Business Scenario............................................................................................................... 1

2. Background Information ..................................................................................................... 1

3. Prerequisites ........................................................................................................................ 1

4. Step-by-Step Procedure ...................................................................................................... 2

4.1 Customizing Settings in SAP EWM for Usage of Full Pallet Removal and the Shipping Cockpit ........................................................................................................... 2 4.1.1 Activate BC-Sets in SAP EWM ........................................................................ 2 4.1.2 Define Warehouse Door (BC-Set) ................................................................... 2 4.1.3 Assign Staging Area to Warehouse Door (BC-Set) ......................................... 3 4.1.4 Define Access Sequence for TU Profile Determination (BC-Set) .................... 3 4.1.5 Define TU Profiles (BC-Set) ............................................................................. 3 4.1.6 Create Storage Type (BC-Set) ........................................................................ 4 4.1.7 Change Storage Type (BC-Set) ....................................................................... 4 4.1.8 Define Storage Sections (BC-Set) ................................................................... 4 4.1.9 Define Storage Bin Structure (BC-Set) ............................................................ 4 4.1.10 Generate Activity Area from Storage Type (BC-Set) ....................................... 5 4.1.11 Specify Storage Type Search Sequence (BC-Set) .......................................... 5 4.1.12 Assign Storage Types to Storage Type Search Seq. (BC-Set) ....................... 5 4.1.13 Determine Storage Type Search Sequence (BC-Set) ..................................... 6 4.1.14 Optimization of Access Strategies for Stor.Type Determination Stck Rmvl

(BC-Set) ........................................................................................................... 6 4.1.15 Define Search Sequence of Creation Rules for Activity Areas (BC-Set) ......... 6 4.1.16 Define Queues (BC-Set) .................................................................................. 6 4.1.17 Define Queue Determination Criteria (BC-Set)................................................ 7 4.1.18 Define Warehouse Specific Verification Determination (BC-Set) .................... 7

4.2 Easy Access Settings in SAP EWM for Usage of Full Pallet Removal and Shipping Cockpit .......................................................................................................................... 7 4.2.1 Create Storage Bins for Doors (Mandatory) .................................................... 7 4.2.2 Assign Door Storage Bin and Supply Chain Unit (Mandatory) ........................ 8 4.2.3 Staging Area and Door Determination Outbound (Mandatory) ....................... 8 4.2.4 Access Sequence to Staging Areas and Door Determination (Mandatory) .... 9 4.2.5 Define TU Profile Determination (Mandatory).................................................. 9 4.2.6 Generate Bins for Storage Type (Mandatory).................................................. 9 4.2.7 Sort Storage Bins (Mandatory) ........................................................................ 9 4.2.8 Create Starting Bin (Mandatory) .................................................................... 10 4.2.9 Assign Starting Bin to Activity Area (Mandatory) ........................................... 10 4.2.10 Maintain Queue Sequence for Resource Group (Mandatory) ....................... 11 4.2.11 Create Variant for Report /SCWM/R_MS_RESULT_READ (Mandatory) ..... 11 4.2.12 Define a Job for Report /SCWM/R_MS_RESULT_READ (Mandatory) ........ 11

5. Appendix ............................................................................................................................ 13

5.1 Process Testcase for Shipping Cockpit using EWM Based Transportation Planning 14 5.2 Process Testcase “Fast Track” for Shipping Cockpit ................................................. 20

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1. Business Scenario

With these additional/changed settings it will be possible to remove pallets as well as cartons as well as pieces from the preconfigured warehouse (small/large quantity removal) and to use the shipping cockpit (SCO) for planning of TUs and for execution of TUs.

2. Background Information

There are process test cases provided in the appendix of this guide which make use of the new settings. In general also the test cases from the preconfigured warehouse will still run but the described results might be different for some steps especially in the Outbound Process Using Wave, Pick-HU, Packing, Staging, and Loading. Therefore it is recommended to create your own (standard) warehouse number using the following guide How To Configure an Additional Preconfigured Warehouse Using an Additional Plant in order to avoid interfering with the standard warehouse.

For most of the customizing entries described in this guide, BC Sets are existing. Those chapters are marked with the suffix ‘(BC Set)’. Only the easy access settings have to be carried out manually. Those chapters are marked with the suffix ‘(Mandatory)’.

3. Prerequisites

In the EWM system a standard warehouse with preconfigured processes must be up and running. Based on the already existing settings for the standard warehouse it is recommended to create your own (standard) warehouse number using the following How To guide How To Configure an Additional Preconfigured Warehouse Using an Additional Plant in order to avoid interfering with the standard warehouse.

The Outbound Process Using Wave, Pick-HU, Packing, Staging, and Loading in your warehouse number shall be configured as the alternative process without packing. (See configuration guide of Outbound Process Using Wave, Pick-HU, Packing, Staging, and Loading for more details)

For further information please refer to the following documentation:

Warehouse Management with pre-configured Processes

You have activated the following business functions in transaction SFW5:

Name Description

/BCV/MAIN FND, Business Context Viewer Main Application

/BCV/MAIN_1 FND, Business Context Viewer Main Application 2

/BCV/NWBC_SIDEPANEL FND, Business Context Viewer NWBC Side Panel (Reversible)

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4. Step-by-Step Procedure

This guide describes additional customizing and easy access settings for the preconfigured warehouse in order to remove full pallets as well as cartons and pieces in parallel and to make use of the new shipping cockpit.

4.1 Customizing Settings in SAP EWM for Usage of Full

Pallet Removal and the Shipping Cockpit

4.1.1 Activate BC-Sets in SAP EWM

You use this procedure to activate BC Sets in SAP EWM.

Procedure ...

1. In the Easy Access menu for SAP EWM choose Tools Customizing Business

Configuration Sets Activation of BC Sets or use transaction SCPR20

2. Enter BC Set /SCWM/PRE_SCO_05

3. Press activate

4. Enter the following data as variables to be used by the BC Set during activation

a. Enter your EWM warehouse number e.g. W002

5. Press copy values

Tip

Do the activation twice. Because of sequential problems within the BC Set you might get error messages after the first activation. After the second activation only warning messages should occur which have no negative implications.

6. Enter BC Set /SCWM/SR_SCO_BCV

7. Press activate

8. Press copy values

9. Enter BC Set /SCWM/MS_BCV

10. Press activate

11. Exchange the following data as variables to be used by the BC Set during activation

a. Exchange W001 by your EWM warehouse number e.g. W002 in each row

12. Press copy values

4.1.2 Define Warehouse Door (BC-Set)

You use this procedure to define additional warehouse doors in SAP EWM

Procedure ...

1. In Customizing for SAP EWM choose Extended Warehouse Management -> Master Data -> Warehouse Door -> Define Warehouse Door

2. Create the following entries:

Warehouse No. Whse Door Load Dir. NRNo DfStgAreaGrp

Default Stag.Area

W002 DO04 O Outbound 01 T920 S001

W002 DO05 O Outbound 01 T920 S001

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W002 DO06 O Outbound 01 T920 S001

W002 DO07 O Outbound 01 T920 S001

W002 DO08 O Outbound 01 T920 S001

W002 DO09 O Outbound 01 T920 S001

4.1.3 Assign Staging Area to Warehouse Door (BC-Set)

You use this procedure to assign your staging areas to your warehouse doors

Procedure ...

1. In Customizing for SAP EWM choose Extended Warehouse Management -> Master Data -> Warehouse Door -> Assign Staging Area to Warehouse Door

2. Create the following entries:

Warehouse No. Whse Door StgAreaGrp StgArea

W002 DO04 T920 S001

W002 DO05 T920 S001

W002 DO06 T920 S001

W002 DO07 T920 S001

W002 DO08 T920 S001

W002 DO09 T920 S001

4.1.4 Define Access Sequence for TU Profile Determination

(BC-Set)

You use this procedure to define the sequence on how the TU profile determination shall be accessed

Procedure ...

1. In Customizing for SAP EWM choose SCM Extended Warehouse Management Cross-

Process Settings Shipping and Receiving General Settings Define Access Sequence for TU profile

2. Create the following entries:

Warehouse Number

Acc.Sq.No Route MTr PackMat StAGr

W002 <1> - X - -

3. Save your entries.

4.1.5 Define TU Profiles (BC-Set)

You use this procedure to define the sequence on how the TU profile determination shall be accessed

Procedure ...

1. In Customizing for SAP EWM choose SCM Extended Warehouse Management Cross-

Process Settings Shipping and Receiving General Settings Define TU Profile

2. Create the following entries:

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TU Profile TU Profile Descr. In Yard Door Block StA Block

STANDARD Standard

Profile

1,00 0,50 3,00

3. Save your entries.

4.1.6 Create Storage Type (BC-Set)

You use this procedure to create a new storage type T02P for removal of pallets of small and medium products with one WO per pallet.

Procedure ...

1. In Customizing for SAP EWM choose Extended Warehouse Management Master Data Define Storage Type

2. Copy storage type T020 to T02P and change description to Pallet Rack – S/M Parts Pallet

Removal

3. Save the new storage type

4.1.7 Change Storage Type (BC-Set)

You use this procedure to change storage type T02P.

Procedure ...

1. In Customizing for SAP EWM choose Extended Warehouse Management Master Data Define Storage Type

2. Change the rounding rule as displayed:

Warehouse No. Storage Type Round Whole Units

W002 T02P 2 Round Down WT Quantity

to Single Unit

3. Save your changes.

4.1.8 Define Storage Sections (BC-Set)

You use this procedure to define storage sections for the new storage type T02P in SAP EWM.

Procedure ...

1. In Customizing for SAP EWM choose Extended Warehouse Management Master Data Define Storage Section

2. Copy storage section T020 S001 to T02P S001

3. Copy storage section T020 S002 to T02P S002

4. Save your entries.

4.1.9 Define Storage Bin Structure (BC-Set)

You use this procedure to define storage bin structure in SAP EWM.

Procedure ...

1. In Customizing for SAP EWM choose Extended Warehouse Management Master Data

Storage Bins Define Storage Bin Structure

2. Copy all entries for T020 to T02P and exchange T020 with T02P

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3. Save your entries.

4.1.10 Generate Activity Area from Storage Type (BC-Set)

You use this procedure to generate activity area from storage type in SAP EWM.

Procedure ...

1. In Customizing for SAP EWM choose Extended Warehouse Management Master Data

Activity Area Generate Activity Area from Storage Type

2. Create the following entries:

Warehouse No. Storage type Activity

W002 T02P PICK

W002 T02P PTWY

W002 T02P INTL

W002 T02P REPL

W002 T02P STCH

4.1.11 Specify Storage Type Search Sequence (BC-Set)

You use this procedure to specify a new storage type search sequence in SAP EWM.

Procedure ...

1. In Customizing for SAP EWM choose Extended Warehouse Management -> Goods Issue Process -> Strategies -> Specify Storage Type Search Sequence

2. Create the following entry:

Warehouse No. Storage Type Search Seq. Description

W002 S02P Pick Pallets from St.

Type T02P, T050

3. Save your entry.

4.1.12 Assign Storage Types to Storage Type Search Seq.

(BC-Set)

You use this procedure to assign storage types to storage type search seq. in SAP EWM.

Procedure ...

1. In Customizing for SAP EWM choose Extended Warehouse Management Goods Issue

Process Strategies Specify Storage Type Search Sequence Assign Storage Types to Storage Type Search Seq.

2. Create the following entries:

Warehouse No Storage Type Search Seq

Sequence Storage Type Storage Type Group

W002 S02P 1 T02P

W002 S02P 2 T050

W002 S001 1 STG1

W002 S001 2 T02P

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3. Save your entries.

4.1.13 Determine Storage Type Search Sequence (BC-Set)

You use this procedure to determine storage type search sequence for stock removal in SAP EWM.

Procedure ...

1. In Customizing for SAP EWM choose Extended Warehouse Management Goods Issue

Process Strategies Determine Storage Type Search Sequence for Stock Removal

2. Create the following entry

Warehouse No Warehouse process Type

Quantity Classificator

Storage Type Search Seq.

Removal Rule

W002 P212 4 Pallets S02P SR01

3. Save your entry.

4.1.14 Optimization of Access Strategies for Stor.Type

Determination Stck Rmvl (BC-Set)

You use this procedure to change the access sequence for storage type determination in stock removal in SAP EWM.

Procedure

Add the following entry and change the sequence accordingly. ...

1. In Customizing for SAP EWM choose Extended Warehouse Management Goods Issue

Process Strategies Optimization of Access Strategies for Stor. Type Determination in Stck Rmvl

2. Create and change the entries as displayed:

Warehouse No. Sequence No. Process Type Quantity Classificator

W002 1 X X

W002 2 X

3. Save your entries.

4.1.15 Define Search Sequence of Creation Rules for Activity

Areas (BC-Set)

You use this procedure to define search sequence of creation rules for activity areas in SAP EWM.

Procedure ...

1. In Customizing for SAP EWM choose Extended Warehouse Management Cross-Process

Settings Warehouse Order Define Search Sequence of Creation Rules for Activity Areas

2. Copy all entries for W002 T020 to W002 T02P

3. Save your entries.

4.1.16 Define Queues (BC-Set)

You use this procedure to define queues in SAP EWM.

Procedure ...

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1. In Customizing for SAP EWM choose Extended Warehouse Management Cross-Process

Settings Resource Management Define Queues

2. Create the following entry:

Warehouse No. Queue Description Oper.Environ.

W002 Q-02P-920 Pick. T02P to T920 RF; Resource

Management Active

3. Save your entry.

4.1.17 Define Queue Determination Criteria (BC-Set)

You use this procedure to define queue determination criteria in SAP EWM.

Procedure ...

1. In Customizing for SAP EWM choose Extended Warehouse Management Cross-Process

Settings Resource Management Define Queues Define Queue Determination Criteria

2. Create the following entry:

Warehouse No.

AA Source Dest AA Acc.Type WhseProcType

Activity Queue

W002 T02P - AT03 P212 PICK Q-02P-920

3. Save your entry.

4.1.18 Define Warehouse Specific Verification Determination

(BC-Set)

You use this procedure to define warehouse-specific verification determination in SAP EWM.

Procedure ...

1. In Customizing for SAP EWM choose Extended Warehouse Management Mobile Data Entry

Verification Control Define Warehouse-Specific Verification Determination

2. Create the following entry:

Warehouse No.

Warehouse Process Type

Process Category

Activity Activity Area Verification Profile

W002 P212 Stock

Removal

Pick T02P ZVP2

3. Save your entry.

4.2 Easy Access Settings in SAP EWM for Usage of Full

Pallet Removal and Shipping Cockpit

4.2.1 Create Storage Bins for Doors (Mandatory)

You use this procedure to create storage bins for doors.

Procedure ...

1. In the Easy Access menu for SAP EWM choose Extended Warehouse Management Master

Data Storage Bin Create Storage Bin

2. Create the following entries:

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Warehouse No. Storage Bin Storage Type Storage Bin Type

W002 DOOR-O04 T940 D030

W002 DOOR-O05 T940 D030

W002 DOOR-O06 T940 D030

W002 DOOR-O07 T940 D030

W002 DOOR-O08 T940 D030

W002 DOOR-O09 T940 D030

3. Save your entries.

4.2.2 Assign Door Storage Bin and Supply Chain Unit

(Mandatory)

You use this procedure to assign door storage bin and Supply Chain Unit

Procedure ...

1. In the Easy Access menu for SAP EWM choose Extended Warehouse Management Master

Data Shipping and Receiving Assign Door Storage Bin and Supply Chain Unit

2. Create the following entries:

Warehouse No. Whse Door Storage Bin

W002 DO04 DOOR-O04

W002 DO05 DOOR-O05

W002 DO06 DOOR-O06

W002 DO07 DOOR-O07

W002 DO08 DOOR-O08

W002 DO09 DOOR-O09

3. Save your entries.

4.2.3 Staging Area and Door Determination Outbound

(Mandatory)

You use this procedure to configure the staging area and door determination (Outbound)

Procedure ...

1. In the Easy Access menu for SAP EWM choose Extended Warehouse Management

Settings Shipping and Receiving Staging Area and Door Determination (Outbound)

2. Create the following entry:

Route WPT Dep.Cal ShipTo StgAreaGroup

StgArea StgBay Door

- P212 - - T920 S001 STAGE-O02 -

3. Save your entry.

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4.2.4 Access Sequence to Staging Areas and Door

Determination (Mandatory)

You use this procedure to configure the access sequence to staging areas and door determination in SAP EWM.

Procedure ...

1. In the Easy Access menu for SAP EWM choose Extended Warehouse Management Settings

Shipping and Receiving Access Sequence to Staging Areas and Door Determination (Outbound)

2. Create the following entries:

Warehouse No.

Directn Acc.Sq.No. Route WPT Party

W002 O Outbound 1 - X -

W002 O Outbound 2 - X X

W002 O Outbound 3 X X -

3. Save your entries.

4.2.5 Define TU Profile Determination (Mandatory)

You use this procedure to define the TU profile determination

Procedure ...

1. In the Easy Access menu for SAP EWM choose Extended Warehouse Management Settings

Shipping and Receiving Determine TU Profile

2. Create the following entries:

Warehouse Number

Route MTr Packaging Material

StgAreaGrp TU Profile

W002 - MTR2 - - STANDARD

3. Save your entries.

4.2.6 Generate Bins for Storage Type (Mandatory)

You use this procedure to generate bins for storage type T02P in SAP EWM

Procedure ...

1. In the Easy Access menu for SAP EWM choose Extended Warehouse Management Master

Data Storage Bin Generate Storage Bins

2. For all entries of new storage type T02P generate the bins

3. Press create bins

4. Press create

4.2.7 Sort Storage Bins (Mandatory)

You use this procedure to sort storage bins in SAP EWM.

Procedure ...

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1. In the Easy Access menu for SAP EWM choose Extended Warehouse Management Master

Data Storage Bin Sort Storage Bins

2. Sort the storage bins for the following entries:

Warehouse No. Activity Area Activity

W002 T02P PICK

W002 T02P PTWY

W002 T02P INTL

W002 T02P REPL

W002 T02P STCH

4.2.8 Create Starting Bin (Mandatory)

You use this procedure to create a starting bin in SAP EWM.

Procedure ...

1. In the Easy Access menu for SAP EWM choose Extended Warehouse Management Master

Data Storage Bin Create Storage Bin

2. Create the following storage bin:

Warehouse No Storage Bin Storage Type

W002 T02A_START T02A

3. Save the storage bin.

4.2.9 Assign Starting Bin to Activity Area (Mandatory)

You use this procedure to assign starting bin to activity area in SAP EWM.

Procedure ...

1. In the Easy Access menu for SAP EWM choose Extended Warehouse Management Master

Data Storage Bin Assign Start/End Storage Bin for Activity Area

2. Create the following entries:

Warehouse No. Activity Area Activity Starting Point

W002 T010 PICK T02A_START

W002 T020 PICK T02A_START

W002 T02P PICK T02A_START

W002 T050 PICK T02A_START

3. Save your entries.

Result

Having a starting bin assigned to the activity area you will be able to create pick Hus on the assigned starting bin for stock removals from the according storage types. This offers the possibility to confirm WOs in the background having pick Hus and an assigned storage process for complex outbound processing without the necessity of using RF.

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4.2.10 Maintain Queue Sequence for Resource Group

(Mandatory)

You use this procedure to maintain queue sequence for resource group in SAP EWM.

Procedure ...

1. In the Easy Access menu for SAP EWM choose Extended Warehouse Management Master

Data Resource Management Maintain Queue Sequence for Resource Group

2. Create the following entry:

Warehouse No. RsrceGrp SequenceNo. Queue

W002 RG02 9 Q-02P-920

3. Save your entry

4.2.11 Create Variant for Report /SCWM/R_MS_RESULT_READ

(Mandatory)

You use this procedure to maintain a variant for report /SCWM/R_MS_RESULT_READ.

Procedure ...

1. In the Easy Access menu for SAP EWM choose Extended Warehouse ManagementSettings

Measurement Services Periodic Processing Start Measurement Services

2. Create the following entries:

Warehouse Number

Tailored Measurement Services

TMS to Calculated Measurement Services

Update Database Table

Trigger Exception

Write Logical File

Write Local File

W002 X T401 T619 - X - X -

3. Save your entries as variant with variant name V_MS_DAILY<W002> and description MS Daily <W002>.

4.2.12 Define a Job for Report /SCWM/R_MS_RESULT_READ

(Mandatory)

You use this procedure to define a Job for report /SCWM/R_MS_RESULT_READ to be run on a regular basis to create historical data in database table /SCWM/MS_RESULT to be used from the side panels in the shipping cockpit.

Procedure

1. Define a background job for program /SCWM/R_MS_RESULT_READ. In this example, the job

runs daily:

2. On the SAP Easy Access screen, choose System Services Jobs Define Job .

3. Enter the name of the job, for example, /SCWM/R_MS_RESULT_READ.

4. Create step number 1 by choosing Step.

5. In the ABAP program screen area, enter program /SCWM/R_MS_RESULT_READ and variant

V_MS_DAILY<W002>.

6. Save your entries.

7. The Step List Overview screen appears.

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8. Go back.

9. Choose Start Condition.

10. The Start Time screen appears.

11. Choose Date/Time.

12. Enter the scheduled start date and time.

13. Select the Periodic job checkbox.

14. Choose Period values.

15. The Period Values screen appears.

16. Select Daily and save your entries.

17. On the Period Values screen, save your entries.

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5. Appendix

Test Cases

The following test cases offer the possibility to get to know the functionality of the new shipping cockpit.

Prerequisites ...

1. Stock Upload

You need to upload stock of your products into the warehouse in order to be able to pick and ship stocks. You can use the csv-file ISU_LETRA_SCO.csv attached to note 1888397 as an

example template for the stock upload.

Note

It might be necessary to change the data of the csv-file according to the data that fits to your preconfigured warehouse, e.g. owner and entitled. See also note 974852 for further information about stock upload via transaction /SCWM/ISU.

...

a. In the Easy Access menu of SAP EWM choose Extended Warehouse Management

Interfaces Data Upload Stock Data Transfer

b. Enter warehouse number W002 and choose Local File

c. Press pushbutton Open Folder

d. Select the adapted file ISU_LETRA_SCO.csv

e. Press Upload

f. In case of a green status press Start Stock Data Transfer...

2. Settings for Web Dynpro Application ‘Shipping Cockpit’

You need to set up your user-specific settings in the web dynpro application shipping cockpit for example as follows:

General Settings:

Warehouse Number: W002

Shipping Office: SP0001

Weight Unit: TO

Volume Unit: M3

Hierarchy:

Object on Level 1: Transportation Unit

Object on Level 2: Route

Object on Level 3: Ship To Party

Object on Level 4: Delivery

3. User Interface

SAPGUI for ERP transactions and NWBC for EWM

4. Necessary user role /necessary user authorization

EWM standard warehouse role /SCWM/EXPERT, ERP tester role

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Overview

When you create sales order items using VA01 and you enter quantities larger than what corresponds to more than one pallet, you will get single warehouse tasks and warehouse orders per each pallet. The source storage type will be the new storage type T02P which is a copy of T020 but with a rounding rule 2 ‘Round Down WT Quantity to Single Unit’

Example

(taking the settings of the products of the preconfigured warehouse into account) :

Product Order quantity

Item UoM Source storage type

Quantity in each warehouse task

WT UoM Number of WOs/WTs

PROD-S01

900ea = 18car = 1pal

900 EA T02P 1 PAL 1

PROD-M01

48ea = 12car = 1pal

48 EA T02P 1 PAL 1

PROD-L01

4ea = 1pal

4 EA T050 1 PAL 1

PROD-S01 2 PAL T02P 1 PAL 2

PROD-S01 57 CAR T02P 1 PAL 3

T020 3 CAR 1

PROD-M01 26 CAR T02P 1 PAL 2

T020 2 CAR 1

PROD-L01 9 EA T050 1 PAL 2

T050 1 EA 1

5.1 Process Testcase for Shipping Cockpit using EWM

Based Transportation Planning

Execution and Checks:

Step Step

description Step

Processor Input data Expected results

Preparation Step 1

Create a sales order (ERP)

Sales clerk

1. In SAP ERP, start transaction VA01.

2. Enter the following data:

1. Order type: OR

2. Sales Organisation: 0001

3. Distribution Channel: 02

4. Division: 01

3. Choose Enter.

A sales order is created.

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Execution and Checks:

Step Step

description Step

Processor Input data Expected results

4. Enter the following data:

1. Sold-To Party: For example, CUST001

2. PO Number: For example, <4500000001>

3. Requested Delivery Date: Enter the current date

4. Material: For example, PROD-S01

5. Order Quantity: For example, 1 CAR

6. Amount: For example, 10 EUR (needed for

condition PR00) 7. Plant: for example

PL02

8. Storage Location: AFS

5. Save your entries.

Note You can enter more than one sales order item. You can as well create more than one sales order that you intend to ship with the same TU later on.

Preparation Step 2

Create an outbound delivery (ERP)

Automatic step

-

An outbound delivery, for example, 80000022, is created and sent to SAP Extended Warehouse Management (EWM).

You can check the outbound delivery order in EWM in transaction /SCWM/PRDO. Check the following data:

Document Type: OUTB

Item Type: ODLV

Warehouse Process Type: P212

Warehouse Door: For example, DO02

Staging Bay: For example,

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Execution and Checks:

Step Step

description Step

Processor Input data Expected results

STAGE-O02

1

Assign the outbound delivery orders to routes (EWM)

Automatic step

-

The outbound delivery orders are assigned to routes. You can check this in transaction /SCWM/PRDO. Check the following data:

Route: For example, W002_CU001

Departure Calendar/Route Schedule: MON1600

2

Planning activities in the shipping cockpit

- - -

2.1

Select the outbound delivery orders in the shipping cockpit and create a TU and assign the outbound delivery orders to the TU

Shipping office clerk

1. In SAP EWM start web dynpro application Shipping Cockpit Planning

2. Enter search criteria to select your outbound delivery orders. For example add the delivery search criteria ERP Document and enter your outbound delivery number <80000022>

and press search

Begin of note You can restrict the selection to the delivery tree (no TUs) by setting the field Restricted Selection to Deliveries under Others. End of note

In the screen area Deliveries you will see the route assigned to your outbound delivery order.

By pressing expand all you can check the hierarchy levels set up in your defaults and you can check if your outbound delivery order is displayed.

2.2

1. Select your outbound delivery order in the screen area deliveries and press Create TU

2. Enter a packaging material for example MTR

3. Enter a Start Date of S&R Activity for example the same date as the proposed End Date of S&R Activity

4. Enter a planned Start Time of S&R Activity for example one hour earlier than the proposed End Time of S&R Activity

5. Press OK

In the screen area Transportation Units a new TU for example 6500000073 is created to which your outbound delivery order is assigned to.

2.3 Assign a planned door to the

Shipping office clerk

1. Select the TU and press Assign Door

2. Select one of the doors

A door for example DO02 is assigned to your TU and to your outbound delivery order.

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Execution and Checks:

Step Step

description Step

Processor Input data Expected results

TU displayed for example DO02

2.4 Assign your TU to a wave

Shipping office clerk

1. Select the TU and press

Create Wave Manually – Template/TU

2. Enter Wave Template e.g. 100 and Wave Option e.g. 5

3. Press OK

The outbound delivery items of your TU are assigned to a wave.

3 Release the waves (EWM)

Automatic step

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.

1. Start transaction /SCWM/WAVE.

2. Open advanced search and select for the TU

3. Execute the search 4. Select all waves and choose

Release.

The waves are released.

The pick-WOs are created.

On the tabstrip Warehouse Orders you can find the created warehouse order numbers. Note them down for later use.

4

Pick and stage the goods (EWM)

- - -

4.1 Prepare pick-HUs

Warehouse worker

This step is carried out outside of the system.

-

4.2 Pick the goods

Warehouse worker

1. Start transaction /SCWM/RFUI. 2. Log on to warehouse for

example W002 as resource HLOP1 with presentation device PD01.

3. Choose Manual Selection Selection by WO (fast path 21).

4. Enter the warehouse order number noted in step 3 and press enter.

5. Create the pick-HU based on packaging material proposal EUROPALLET and choose HUCr (F2).

6. Press Next (F4) 7. Verify the actual quantity. 8. Verify the destination HU (with

the source data). 9. Verify the destination HU (with

the destination data).

The pick-HUs are created.

HU label is printed once the HU is created next to the place where the pick europallet is taken.

The shipping HU label is printed on printer near the staging area upon confirmation

You can check the spool requests in transaction SP01.

The pick-WOs are confirmed. The pick-HUs are moved to the staging area.

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Execution and Checks:

Step Step

description Step

Processor Input data Expected results

10. Repeat this procedure for all pick-WOs.

11. After you are finished press F7 (Back) until you come to the logoff screen and press Logoff (F1) and Save (F1).

Note. In case the HU Withdrawal checkbox is selected, you have to deselect the HU Withdrawal checkbox.

5

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

- - -

5.1 Post the arrival at the door

Shipping office clerk

1. Start web dynpro application Shipping Cockpit Execution.

2. Open the Transport search criteria

3. Search for the TU. 4. Press button Door and choose

Arrival at Door

By posting Arrival at Door, you post Arrival at Checkpoint automatically.

The TU has the status Arrival at Checkpoint and Arrival at Door

5.2 The truck drives to the door

Truck driver

This step is carried out outside of the system.

-

6 Load the truck (EWM)

Warehouse worker

1. Start transaction /SCWM/RFUI. 2. Log on to warehouse for

example W002 as resource

FLT1 with presentation device

PD01.

3. Choose Outbound Processes

Loading Loading by TU (fast path 433).

4. Enter the Door for example DO02, the door bin DOOR-O02

or the TU number. 5. Enter the HU you are loading

on the truck. 6. Verify the door bin. 7. Repeat this step for all

shipping HUs. 8. After loading the last HU

answer the question Finish

The shipping HUs are loaded.

The TU has status Loading Started.

The TU has status Loading Completed.

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Execution and Checks:

Step Step

description Step

Processor Input data Expected results

Loading? With yes (press enter or F1)

9. After you are finished press F7 (Back) until you come to the logoff screen and press Logoff (F1) and Save (F1).

7

Post the goods issue and print the delivery notes and waybill (EWM)

Shipping office clerk

1. Start web dynpro application Shipping Cockpit Execution.

2. Open the Transport search criteria

3. Search for the TU. 4. Select the TU 5. Press Goods Issue

The goods issue is posted for all shipping HUs.

The TU has status Goods Issue Posted.

Outbound deliveries are created.

The delivery notes and the waybill is printed. You can check the spool requests in transaction SP01.

8

Complete outbound deliveries (ERP)

Automatic step

-

The goods movement status of the outbound deliveries, for example delivery 80000022 is set to C Completely processed.

You can check the outbound delivery in ERP in transaction VL03N by entering the outbound delivery number.

9 The truck leaves (EWM)

- - -

9.1

Post the departure from the checkpoint

Shipping office clerk

1. Start web dynpro application Shipping Cockpit Execution.

2. Open the Transport search criteria

3. Search for the TU. 4. Select the TU 5. Press Checkpoint and choose

Departure from Checkpoint

By posting Departure from Checkpoint, you post Departure from Door automatically.

The TU is completed, and the status Departure is set. The status At Door is reset.

9.2 The truck leaves

Truck driver

This step is carried out outside of the system.

-

[...]

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5.2 Process Testcase “Fast Track” for Shipping Cockpit

Note

This test case does not reflect a real business process. It offers the possibility to focus your testing on the shipping cockpit by using the EWM warehouse monitor for creation and confirmation of the picking and staging warehouse tasks and by using the desktop transaction /SCWM/LOAD for creation and confirmation of the loading warehouse tasks.

Execution and Checks:

Step Step

description Step

Processor Input data Expected results

Preparation Step 1

Create a sales order (ERP)

Sales clerk

6. In SAP ERP, start transaction VA01.

7. Enter the following data:

5. Order type: OR

6. Sales Organisation: 0001

7. Distribution Channel: 02

8. Division: 01

8. Choose Enter. 9. Enter the following data:

9. Sold-To Party: For example, CUST001

10. PO Number: For example, <4500000001>

11. Requested Delivery Date: Enter the current date

12. Material: For example, PROD-S01

13. Order Quantity: For example, 3 PAL

14. Amount: For example, 10 EUR (needed for

condition PR00) 15. Plant: for example

PL02

16. Storage Location: AFS

10. Save your entries.

Note You can enter more than one sales order item. You can as well create more than one sales order that you intend to ship with the same TU later on.

A sales order is created.

Preparation Step 2

Create an outbound delivery

Automatic step

- An outbound delivery, for example, 80000022, is created and sent to SAP

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Execution and Checks:

Step Step

description Step

Processor Input data Expected results

(ERP) Extended Warehouse Management (EWM).

You can check the outbound delivery order in EWM in transaction /SCWM/PRDO. Check the following data:

Document Type: OUTB

Item Type: ODLV

Warehouse Process Type: P212

Warehouse Door: For example, DO02

Staging Bay: For example, STAGE-O02

1

Assign the outbound delivery orders to routes (EWM)

Automatic step

-

The outbound delivery orders are assigned to routes. You can check this in transaction /SCWM/PRDO. Check the following data:

Route: For example, W002_CU001

Departure Calendar/Route Schedule: MON1600

2

Planning activities in the shipping cockpit

Shipping Office Clerk

- -

2.1

Search for your outbound delivery orders in the shipping cockpit.

Shipping Office Clerk

1. In SAP EWM start web dynpro application Shipping Cockpit Planning

2. Enter search criteria to select your outbound delivery orders. For example search via route and route departure date

Note: In order to select no TUs which do not belong to your delivery, open the search criteria Other and select Filter TUs by Deliv.

In the screen area Deliveries you will see the Route assigned to your outbound delivery order.

By pressing expand all you can check the hierarchy levels set up in your defaults (see pushbutton Settings) and you can check if your outbound delivery order is displayed.

2.2

Select the outbound delivery orders in the shipping

Shipping Office Clerk

1. Select your outbound delivery orders in the screen area deliveries and press Create TU

2. Enter a packaging material for

example MTR and press Set

In the screen area Transportation Units a new TU for example 6500000073 is created to which your outbound delivery order is

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Execution and Checks:

Step Step

description Step

Processor Input data Expected results

cockpit and create a TU and assign the outbound delivery orders to the TU

Planned Arrival Time 3. Press Ok

assigned to.

2.3 Assign a planned door to the TU

Shipping office clerk

1. Select the TU and press Assign Door

2. Select one of the doors

displayed for example DO04

A door for example DO04 is assigned to your TU and to your outbound delivery order.

2.4

Assign the items of the ODOs assigned to your TU to a wave

Shipping office clerk

1. Select the TU and press

Create Wave Manually - Template/TU

2. Enter Wave Template e.g. 100

and Wave Option e.g. 5

3. Press OK

The outbound delivery items of your TU are assigned to a wave. Note down the wave number for later use

3

Execution activities in the SAP EWM Monitor

- - -

3.1

Release the waves and confirm the WOs in SAP EWM Monitor (EWM) for ease of testing

-

1. Start transaction /SCWM/MON

2. Under Documents Wave double click for selection screen and enter your wave number noted down in step 2.4

3. Select your wave and choose

More Methods Release Wave

4. After WOs are created press button Warehouse Order

5. Press Select all and choose

More Methods Confirm WO in Background

Your wave is released; WOs and WTs are created and confirmed in pick Hus. The pick Hus are staged to the staging area.

Optional: You can check the workload data and the status in the web dynpro application Shipping Cockpit Execution after creation of the WOs, WTs and the pick Hus in columns for example Pick WTs, Open Pick WTs, Confirmed Pick WTs, Number of Hus, No. of Hus to Load and the status in columns for example Pick, Pack, Stage for your TU.

4

Execution activities in the shipping cockpit

- - -

4.1

Post the arrival of the truck at the door

Shipping office clerk

1. Start web dynpro application Shipping Cockpit Execution.

2. Open search criteria Transport 3. Search for your TU. 4. Press button Door and choose

Arrival at Door

The TU has the status Arrival at Checkpoint and Arrival at Door

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Execution and Checks:

Step Step

description Step

Processor Input data Expected results

Note: By posting Arrival at Door immediately, you post Arrival at Checkpoint automatically.

5

Execution activities in /SCWM/LOAD

- - -

5.1

Load the truck using loading WTs = complex loading with storage process (EWM)

-

1. Start transaction /SCWM/LOAD.

2. Choose the simple search field Transportation Unit and enter your TU number and press Execute.

3. Select all outbound delivery orders and press Details

4. Select all Hus and press Loading WTs

5. Press Save. (creation of loading WTs)

6. Press button Load 7. Press Save (confirmation of

loading WTs)

The shipping HUs are loaded.

Optional: You can check the workload data and the status in the web dynpro application Shipping Cockpit Execution after loading the HUs in columns for example Number of Hus, No. of Hus to Load, Number of Loaded Hus and status for example Load for your TU..

6

Execution activities in the shipping cockpit

6.1

Post the departure from the checkpoint

Shipping office clerk

1. Start web dynpro application Shipping Cockpit Execution.

2. Open the search criteria Transport

3. Search for the TU. 4. Select the TU 5. Press button Loading

Completed. 6. Press button Checkpoint and

choose Departure from Checkpoint

Note: By pressing Loading Completed everything which was assigned to the TU, but is not yet loaded, will be unassigned automatically.

Note: By posting Departure from Checkpoint, you post GI and Departure from Door automatically.

The goods issue is posted for all shipping HUs. The status Goods Issue TU is active for your TU. Outbound deliveries are created. The delivery notes and the waybill is printed. You can check the spool requests in transaction SP01. The goods movement status of the outbound deliveries in ERP, for example delivery 80000022 is set to C Completely processed. You can check the outbound delivery in ERP in transaction VL03N by entering the outbound delivery number.

[...]

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