by Matthias Platzer
Map your railway processes completely with SAP S/4HANA Transportation Management

The basics of rail logistics processes with SAP Transportation Management


In this article we start our rail blog series focusing on resource mapping, wagon planning and document flow. In this blog series, we at leogistics intend to summarize the innovations of SAP S/4HANA Transportation Management in the field of rail-bound transports. In the next articles we will focus primarily on the mapping of schedules, route determination, load consolidation, freight costs and reporting. At one point or another, we will also cross the road to leogistics Rail in order to be able to ensure complete process mapping.



THE IMPORTANCE OF THE RAILWAYS FOR THE ECONOMY

In the course of history, the railway was the consequence and at the same time the prerequisite for the industrial revolution. Even today, rail transport is the backbone of an efficient industry. Depending on the economic area, geographical conditions and regulations, rail transport can exploit its advantages over other modes of transport and account for considerable shares of the modal split, i.e. the distribution of the total volume of traffic among individual modes of transport. 

However, for a long time this backbone was pushed further and further into the background by the high degree of innovation of other means of transport. Decreasing shares in the modal split were the consequence. For decades, the innovative impetus for the railways failed to materialise. It was not until a reorientation of the cross-border regulations in the EU, an increase in the transport of bulk goods and a general reorientation towards environmentally friendly and sustainable transport that the railways came back into focus in decisions on means of transport. 



THE RENAISSANCE OF RAILWAY TECHNOLOGY

The push for innovation in railway technology, railway infrastructure and railway operation was much overdue. Nevertheless, it took almost ten more years before the IT systems of manufacturing companies (and thus the transport decision-makers at the lowest level) were also geared to the railway as a mode of transport. 



THE POSSIBILITIES OF SAP TRANSPORTATION MANAGEMENT

With SAP TM, it is possible to map a digitalized order and freight cost management and thus reduce transport costs while optimizing material and goods flows. For the railway application area this means that we map process-relevant master data for resources, schedules, business rules and freight costs and use it for transport planning, processing and billing. The advantage here is the high degree of integration with SAP ERP or S/4HANA.



THE WAGON AS A MEAN OF TRANSPORT

The basis for transport by rail is both physically and systemically the wagon. For a long time not even a distinction was made: Wagon was wagon, only the capacity in tons was considered a distinguishing feature. 
In the meantime, the system offers a finely tuned subdivision according to the type and design of the railway wagons. The vehicle types are used as templates, which sort the vehicle into a dimension category, for example. Vehicle groups and vehicle types are maintained with the corresponding dimensions and weights in Customizing. In transportation planning and load consolidation, the means of transport and vehicle types are used to run checks (for example, whether or not certain freight units can be loaded onto a means of transport). 

Restrictions that arise here are subsequently mapped using incompatibilities. Additional capacities can be depicted using compartments, which are assigned to vehicle resources and vehicle types using profiles. Appropriate vehicle resources are created for each vehicle type. 

Structure and hierarchy of wagons in SAP TM in group, type and specific wagon

Whether open or covered, refrigerated wagon or flat wagon, tank wagon or special design: every type of wagon is correctly recorded systemically. This enables the transport planner to make decisions on the equipment group or equipment type level, whereas the wagon deployment planning even has access to individual rail wagons (resources).



THE WAGON UNIT

The allocation of freight to wagons is done with the help of so-called wagon units. TM offers the basic function of transferring transport requirements from SAP ERP to TM and mapping them in the form of divisible freight units. The wagon unit is a further development to a pure freight unit: If the transport decision is made for the railroad, a wagon unit can be created directly instead of a freight unit. 

This has the following advantages:

  • Wagon units represent one or more wagons; the production types single wagon, wagon group and block train are supported.
  • Several main items can be entered in the wagon unit (for example, if a mixed loading of wagon groups or block trains takes place).
  • The wagon unit is divided into (transport) sections. The individual sections of the wagon run can be assigned to several rail freight orders. In this way, transport chains of individual wagons or the traction of block trains by different rail transport companies can be reflected in the system.


COMPONENTS OF THE WAGON UNIT

  • General data

In the tab "General data" the transport planner finds general information on the document type, the number of wagons, the planning status and the wagon provision. Further information is included on the wagon capacity (as weight and/or volume) and the freight (freight weight, freight volume, quantity, utilization in percent and dangerous goods). Information on the shipment (total distance, gross duration, and so on) is also visible. The source (start location) and destination (destination location) of the shipment with the planned departure or arrival date and time can also be viewed.

Users have everything in view: General data on a wagon unit

  • Positions

The tab "Items" reflects the loading of the wagon unit and is divided into the hierarchy Wagon > Transport requirement > Products.

The item overview provides all relevant information for transport planners and wagon dispatchers

The transport planner and the wagon scheduler therefore always have an overview of the loading plan of the individual wagons and can also see details such as item type, quantity, gross weight and gross volume of the load.

  • Sections 

The tab "Stages" lists the shipment stages from a source location to a destination location. As mentioned at the beginning, a wagon shipment can have several sections in single wagonload traffic or a block train is tractioned by different executing RUs. Each break in the transport (marshalling yard or traction change) is reflected in the system by a section. This enables detailed planning of the entire transport chain including the timetables stored in the system. 

The transport chain can be built up with the following section components: 

  • Source location (= start location) [shipping point]. 
  • (Earliest) requested pick-up date and time [time of earliest possible dispatch after loading of the wagon]. 
  • Planned date and time of departure [time of scheduled departure of the service trip at the loading point or scheduled departure of the train from the dispatch station]. 
  • (Latest) requested delivery date and requested delivery time [date of the latest possible acceptance of the wagons by the consignee]. 
  • Planned date and time of arrival [time of scheduled arrival of the service at the destination station or scheduled arrival of the train at the destination station]. 
  • Forwarding Agent [operating railway undertaking] 
  • Planning status

Execution status 

  • Statusübersicht

The tab contains various transport and document-specific status information:

Life cycle status

Status value
New

Trigger
This status is only relevant when the wagon unit is created manually


Status value
In process

Trigger
Status is set as soon as the planning of the wagon units has been carried out and remains active, until the transport execution has been completed or the settlement of the wagon unit has taken place


Status value
Completed

Trigger
Once the billing status "fully billed" has been set


Status value
Cancelled

Trigger
Wagon unit was cancelled

Status value Trigger
NewThis status is only relevant when the wagon unit is created manually
In processStatus is set as soon as the planning of the wagon units has been carried out and remains active, until the transport execution has been completed or the settlement of the wagon unit has taken place
Completed Once the billing status "fully billed" has been set
CancelledWagon unit was cancelled

Planning status

Status value
Not planned

Trigger
The transport section has not yet been planned


Status value
Planned

Trigger
All transport sections are planned continuously


Status value
Planned, conflicts between freight unit and freight order/booking times

Trigger
The shipment stage is planned, but time conflicts have occurred in the train run or in the transport chain (with regard to predecessor and successor shipment stages)


Status value
Not ready for planning

Trigger
There are no railway stations in the transport chain, the wagon unit cannot yet be planned

Status value Trigger
Not plannedThe transport section has not yet been planned
PlannedAll transport sections are planned continuously
Planned, conflicts between freight unit and freight order/booking timesThe shipment stage is planned, but time conflicts have occurred in the train run or in the transport chain (with regard to predecessor and successor shipment stages)
Not ready for planningThere are no railway stations in the transport chain, the wagon unit cannot yet be planned

Load plan status

Status value
Not planned

Trigger
Initial status, before planning


Status value
Not relevant

Trigger
Planning is not relevant for this shipment stage


Status value
Disabled

Trigger
Changes in the loading plan (there have been changes at item level)


Status value
Planned

Trigger
The planning is provisionally completed, but the plan can still be updated

Status value
Completed

Trigger
The planning is completed

Status value Trigger
Not plannedInitial status, before planning
Not relevantPlanning is not relevant for this shipment stage
DisabledChanges in the loading plan (there have been changes at item level)
PlannedThe planning is provisionally completed, but the plan can still be updated
Completed The planning is completed

Execution status

Status value
In execution

Trigger
The bills of lading were created and the transport of the wagons was started


Status value
Executed

Trigger
The transport is completely finished, the receiving railway station has reported the arrival.


Status value
Cancelled

Trigger
The transport or the train run has been cancelled


Status value Trigger
In executionThe bills of lading were created and the transport of the wagons was started
Executed The transport is completely finished, the receiving railway station has reported the arrival.
Cancelled The transport or the train run has been cancelled

Delivery status

Status value
Not delivered

Trigger
The wagon unit has not yet been delivered to the receiving railway station (or the receiving loading station)


Status value
Partially delivered

Trigger
The wagon unit was partially delivered. This status occurs, for example, for wagon groups if individual wagons have only been delivered to the entire group


Status value
Delivered

Trigger
The wagon unit was delivered to the receiving railway station


Status value Trigger
Not deliveredThe wagon unit has not yet been delivered to the receiving railway station (or the receiving loading station)
Partially delivered The wagon unit was partially delivered. This status occurs, for example, for wagon groups if individual wagons have only been delivered to the entire group
Delivered The wagon unit was delivered to the receiving railway station

The tab "Status" also shows whether a planning, execution or billing block exists for the shipment stage. 

The status overview provides a selective status view of all relevant planning and process steps for the user 


THE DOCUMENT FLOW IN SAP TM

In SAP it is common practice to create an overview of the document flow across all systems involved. In the wagon unit, all preceding and subsequent business documents for the shipment are displayed on this tab page. The following hierarchy is available to the transportation planner.

Document flow for a wagon unit in SAP TM

A jump to upstream systems or to subsequent business documents is thus possible at the click of a mouse. 



THE OUTLOOK 

With the mapping of wagons and wagon units, we have laid the procedural foundation to go into the special features and innovations in the field of rail-bound transport with SAP TM in the following. 
  
Have we aroused your interest? Then follow our blog series or contact us directly.  
If you have any questions about this or other blog topics, please contact blog@leogistics.com

Nina Mallien 
Matthias Platzer 
Alexander Regin-Lück 
Consultants SAP Logistics