How to Use Collective Processing with Business Criteria to Create a Shipment Document

  • by Diony J. Ruiz R., SAP Architect and Senior Consultant, Group Intellego
  • August 30, 2016
The creation of a transport (shipment) document represents a very important step in the distribution chain. Generation of this document is based on numerous factors. Learn how using collective processing can help you save time when creating a shipment document.
Learning Objectives

Reading this article, you’ll learn how to:

  • Execute variant settings with business logistic parameters (collective transport)
  • Run a collective transport in the background
  • Run a cycle test (generate document shipments)
Key Concept
Collective processing allows the generation of documents (shipment documents). This functionality enables you to establish selection criteria for an outbound delivery, grouping criteria, and shipment document data to be generated. 
Generating a transport document collectively and with business criteria (such as maximum weight, number of deliveries, and grouping criteria) allows multiple advantages for a company, including saving supply chain management time and avoiding errors in processes.

For example, a company can establish that the generation of transport documents is done every day at 12:00 o'clock based on grouping criteria for the route and maximum values for truck weight not exceeding two tons, or 20 cubic meters.

Collective processing usually consists of three steps (Figure 1):
  1. Definition of selection variants: Define which deliveries are to be considered in the creation process. At this stage the same fields are available that are used in the transaction for creating an individual shipment (transaction code VT01N [Create Shipment]).
  2. Definition of grouping criteria: You can define which fields in the deliveries must be identical so that those deliveries can be grouped together into one shipment. You can also define in which order the deliveries appear in the shipment and enter capacity limits for those shipments that are to be considered. To define grouping and sort criteria, you can choose from more than 80 delivery header fields in the field catalog.
  3. Set default shipment data: You can define shipment data, such as forwarding agents or deadlines, that should appear in each shipment you create.

Figure 1
Collective processing steps

To begin to create values for a shipment with collective processing, execute transaction code VT04. Follow menu path Logistics > Logistic Execution > Inbound Process > Goods Receipt for Inbound Delivery > Transportation > Create > VT04 Collective Processing.

This action displays the screen shown in Figure 2.

Figure 2
Segments of the transaction

This screen consists of five sections:

  • Default settings in which you indicate what the shipment type is (for my example, select Create outgoing shipments)
  • Select deliveries
  • Rules
  • Save created shipments
  • Log

Create a Selection Variant

To create a selection variant, execute transaction code VT04 or follow menu path SAP Menu > Logistics > Logistics Execution > Transportation > Transportation Planning > Create > VT04 – Collective Processing. Variants used in this transaction allow you to determine the criteria with which the SAP system runs or processes the transaction.

Diony J. Ruiz R.

Diony J. Ruiz R. is an SAP architect and senior consultant at Group Intellego. He has 12 years’ experience in SAP Sales and Distribution and SCE (Supply Chain Execution), Logistic Execution (LE), transportation, and warehouse management picking. He has additional knowledge in SAP MM (Materials Management).

He has worked in industries such as manufacturing, pharmaceuticals, logistics, third-party logistics distribution, services, public government, chemical, maritime and customs, metallurgy, automotive, and mining industries.

His roles have included SAP Consultant Specialist, Project Leader, and Area Leader.

He is an SAP Certified Professional.


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