03_TM_SAP TM end to end process overview

Transport Management Training Session Overview


Parminder conducted a training session on transport management for Hana, covering topics such as accessing session recordings, transportation planning tools, and logistics-related terminology. He emphasized the importance of joining sessions from one place to avoid technical issues and encouraged participants to ask questions. Parminder also provided an overview of SAP TM, its competitors, and the modules included in it, promising to delve into the configuration and master data setup in future classes.


Freight Units, TM Systems, and Regional Management


Parminder clarified the concept of a freight unit in sales and delivery processes, emphasizing its role in transportation planning. He discussed the creation of freight units and the related terms, such as Delivery Transport Requirement (DTR) and Sales Transport Requirement (STR), which are generated from various documents. parminder also highlighted the advantages of a standalone Transport Management (TM) system over an embedded one, influenced by business-specific examples. Lastly, he suggested regional team management for standalone teams in different regions like the USA, India, and Europe, and reiterated that queries would be addressed throughout the discussion.


Sales Order Outbound Delivery Freight Units Overview


parminder provided a detailed overview of the creation and management of sales order outbound delivery freight units, emphasizing the importance of understanding the process, especially for new team members. He explained that freight units could be automatically or manually generated, and a single freight unit could correspond to one or multiple freight orders. parminder also clarified the role of a 'carrier' in the context of logistics and transportation services, and discussed the process of carrier selection for freight transportation. He encouraged participants to ask questions throughout the discussion and clarified several points about freight management and transportation. Lastly, he detailed the process of creating a sales order, a freight unit, and a freight order, and discussed the concept of freight execution.


Outbound Delivery Process and Integration


Parminder discussed the outbound delivery process from picking to settlement document creation, and highlighted the potential for automation and integration with the supply chain. He also addressed various technical queries, including the linkage of the Freight execution, the use of Miro and proof of delivery transactions in SAP, and the integration of standalone systems. Lastly, he outlined a plan for demonstrating the end-to-end scenario in the system, promising to provide further details and configuration explanations in future sessions, and encouraging the team to familiarize themselves with the process through a user-oriented approach.


New System Training and Organization


parminder initiated a break during which Parvez shared personal news about a new job. Upon resuming the session, parminder confirmed the team's presence and guided them through the initial stages of working with a new system. He emphasized the importance of understanding different concepts and structures, and assured that the process, although challenging, would be eased by following the steps. parminder also informed that the team would use a standard organization structure for the sales side and a customer-defined structure for the transportation zone.


Parminder's Guidelines and System Training


parminder stressed the importance of adhering to the established guidelines when using their dedicated system. He clarified that users are solely responsible for their own master data and any unauthorized changes could result in losing system access. parminder encouraged users to reach out to their trainers or him for any configuration issues and warned against sharing user IDs and passwords. He also demonstrated how to resolve system-related issues, check stock levels, upload stock, create sales orders, and configure shipping conditions, emphasizing the need for precise steps.


Tm Status Tab and Training Program


parminder discussed the functionalities of the tm, status tab, focusing on document flow, order, outbound delivery, and freight unit aspects. He also clarified the differences between standalone and embedded systems and emphasized the importance of correct configuration when creating transport requests. parminder introduced the concept of linking outbound deliveries with Tm and outlined the expectations for the upcoming training program, stressing the importance of self-reliance and independent document creation. He also explained his method of assigning tasks and announced that they would begin creating their own configuration and master data from the following day.


Emmett Transportation Lane Optimization and Akhil's Qualifications


parminder and Akhil discussed the optimization of the Emmett Transportation Lane and potential applications of the van stock system for customer service. parminder indicated that the viability of such a system would depend on the number of transactions and potential benefits. parminder also outlined the next steps in creating a sales order and outbound delivery, including an overview of Fury and a discussion on invoice to customer completion. Furthermore, parminder and Akhil reviewed Akhil's qualifications and experience, with parminder advising Akhil to showcase his operational and transportation experience to add value to his applications for roles requiring 8 years of experience. Akhil expressed his intention to emphasize his relevant cross-practical experience in T-Module and SAP as he seeks future roles.


System Access, Excellence Bundle, and Resume Concerns


Akhil requested system access to enhance his course performance, which parminder agreed to provide post-completion and suggested discussing it during the Saturday session. parminder also clarified the details of the 'excellence bundle', including the access period and future live sessions. Vinod inquired about the tools and templates used in their project, and parminder advised him to seek further clarification from Adi. parminder further discussed the high demand for TM consultants, advising Vinod to gain technical access through an internship. Raj, on the other hand, discussed his resume concerns regarding a break in his professional journey and his previous experience in TM and CRM, to which parminder suggested being truthful about his break and highlighting his TM experience.


TM Mentorship Program and One-on-One Sessions


Raj and parminder discussed arranging one-to-one sessions before the start of the TM Mentorship program to enhance the team's background knowledge on legacy systems and the implementation of SAP. parminder advised Parvez, who has been bench for eight months due to a lost project, to familiarize himself with TM modules and offered one-on-one consultancy services to assist with his configuration issues. Prithviraj, a newer team member, expressed his interest in transitioning into implementation projects and was advised to focus on the 'Job and Mastery' course to gain the necessary knowledge and skills. The team also discussed the importance of showcasing their experience through case studies and the availability of support for specific document requests.

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