TM 404
SOLUTION WORKBENCHDesign the connected Basic TM solution

TM 404 · SOLUTION WORKBENCH

How do you design and prove Basic TM?

A Basic TM workbench connects delivery-based demand, Freight Unit building, feasible manual planning, Freight Order execution, freight charges, FSD, PO/SES evidence, supplier invoice verification, and FI posting. Basic TM / Transportation Management terminology varies by SAP release and licensing material; this page uses Basic TM for the minimum delivery-based scope.

FOUNDATION

Confirm the operating ground before demand enters TM

Keep this as a prerequisite strip, not a second implementation methodology.

  1. 01
    SCOPETM Scope / License

    Confirm Basic TM scope and license boundaries before adopting planning functions that may require Advanced TM.

  2. 02
    STRUCTUREOrganizational model

    Confirm embedded/internal integration, shipping and receiving ownership, and which SD/MM/LE delivery documents enter TM.

  3. 03
    PARTNERBusiness Partner / Carrier

    Maintain carrier business partner data and purchasing readiness where settlement will create downstream evidence.

  4. 04
    NETWORKLocations / Zones

    Locations, zones, lanes or route context determine whether the plan has a reachable transport network.

  5. 05
    CAPACITYResources / Equipment

    Means of transport, resource and equipment capacity make the Freight Order feasible rather than merely created.

  6. 06
    INTEGRATIONLogistics Integration

    Integration profiles, queues, messages and source-document triggers preserve one demand-to-settlement chain.

SOLUTION ARCHITECTURE

Foundation, demand, plan, execute, cost and settle

Keep the design readable at the control-group level. Detailed configuration recipes belong beside the approved scenario, not in this overview.

DEMANDMake the right demand plannable

Delivery / Business Document -> Transportation Relevance -> Control Key -> Logistics Integration Profile -> Freight Unit Building Rule (FUB Rule) -> Freight Unit.

Design questionWhich delivery-based demand enters TM, and how should the Freight Unit Building Rule create plannable Freight Units?
PLANMake a feasible Basic TM plan possible

Core Basic TM: Locations -> Zones -> Planning Profile -> Resource / Capacity -> Manual Planning -> Freight Order -> Carrier Assignment.

Advanced / license-checkIncompatibilities, optimizer-driven planning, automated carrier selection, tendering, route optimization, advanced load planning, and vehicle scheduling require explicit scope and license validation.
MASTER DATASeparate reach, capacity, and partner ownership

Transport Network: Locations -> Zones / Lanes / Route context. Capacity: Means of Transport / Resource -> Capacity. Partner: Carrier Business Partner.

Design questionCan Freight Units consume network, capacity, schedule, and carrier master data without planner guesswork?
EXECUTEMake movement visible

Freight Order -> Carrier -> Stops -> Delivery / Warehouse Handoff -> Loading / GI / GR Evidence -> Events / Status.

Deployment boundaryExact TM-warehouse status propagation depends on the selected integration model, deployed scope, and licensed capability.
COST AND SETTLEMake the commercial result explainable

Freight Order -> Freight Agreement / Rates -> Charge Calculation -> Freight Settlement Document -> PO + Service Entry Sheet -> Supplier Invoice Verification -> FI.

Design questionHow does the transport result become an expected, settled, invoice-verified, and posted carrier cost?
RECONCILEProve every ownership boundary

Demand -> Plan -> Movement -> Cost -> Accounting.

Proof questionCan one delivery demand become one explainable Freight Unit, one feasible Freight Order, one evidenced movement, and one reconciled freight cost?

PROJECT MOMENT

Prove one connected Basic TM solution

Use representative delivery-based demand to prove the full sequence: foundation data is ready, the right Freight Units are built, manual planning can create a feasible Freight Order, execution evidence remains connected, and expected freight cost reaches settlement.

  • Demand produces the intended Freight Units
  • Freight Units plus network, capacity, schedule, and carrier data create a feasible Freight Order
  • Freight Order, delivery, warehouse hand-off, loading/GI/GR evidence, events, and statuses remain connected
  • Charges, FSD, PO/SES, supplier invoice verification, and FI reconcile
  • Failed paths are classified by layer: demand, plan, execute, cost, settle, or accounting

FAILED-PATH LENS

Classify the first broken layer

Keep the existing failure discipline: do not fix a downstream document until the owning layer is proven.

DEMANDWrong or missing Freight Unit

Check transportation relevance, control key, integration profile, FUB Rule, source changes, and messages.

PLANNo feasible plan

Check location, zone, route context, planning profile, resource, equipment, schedule, capacity, and unplanned demand.

EXECUTEMovement or status deviation

Check Freight Order stops, carrier assignment, warehouse readiness, loading, GI/GR, events, status propagation, and failed messages.

COSTMissing or incorrect charge

Check freight agreement, rate, calculation sheet, scale, quantity, distance, accessorial input, currency, and validity.

SETTLEInvoice or posting variance

Check FSD, PO/SES, supplier invoice verification, account assignment, tax, period, match status, and FI posting logs.

CONTINUE TO TM 505Apply the workbench through a live implementation

Move from solution design into testing, cutover, adoption, and stabilization.

Enter the project

IMPLEMENTATION PROOF

Prove the normal journey and the controlled recovery

Keep the evidence with the scenario so the project can distinguish a design gap from a data, integration, or operating failure.

  1. 01Representative demandDelivery relevance, freight-unit building, planning, and Freight Order creation are explainable.
  2. 02Physical hand-offWarehouse readiness, loading or receipt, transport events, and related document statuses agree.
  3. 03Commercial closureExpected charge, FSD, purchasing follow-on documents, and invoice evidence reconcile.
  4. 04Changed or failed pathTest a source change, missing resource, capacity conflict, late readiness, failed message, missing rate, or invoice variance with a named recovery owner.
  5. 05Cutover and supportOpen demand, master-data ownership, monitoring, access, reconciliation, and escalation are rehearsed.
Official SAP referencesSAP Help - Creation and Editing of Freight Units SAP Help - Freight Settlement Document