Different freight scenarios and Freight calculation, freight PO determination and posting in FI Hi, I am continuing my previous document (Different freight scenarios and copy freight condition from delivery to billing document.) document.) in which I had shared some freight scenarios and explained the most simplest one. In this document I’ll be explaining the scenarios which are similar to each other and settings are also same except some specific points which I’ll explain. his document is related to !D"##"$% so it is not possible for me to post it in different spaces. &sers from !ales and Distribution, Distribution, $ogistics %xecution and #aterials #anagement can also ta'e advantage of this document. Scenario 2
reight is being paid to vendor and you have transportation module implemented. ou calculate freight automatically and post it to I. *ompany pays this freight and bears the expense. I am not going into detailed configuration steps of transportation management because that is available in many lin's. I also assume that you have basic 'nowledge of !ales order processing, transportation management and purchase p urchase order process. +e will post freight charges through a freight service - and I will explain determination of this -. rom !ales order point of view document flow would be li'e this. Activity
Transaction Code
*reate sale order
/01
*reate delivery order
$012"$10/
*reate !hipment Document
012
*rea *reate te ship shipme ment nt cost cost docu docume ment nt
I01 I01
ost vendor payment invoice
#I3-
In this process you can create billing document d ocument with 01 anytime after creating delivery order. ou ou can change the settings for billing document as per your re4uirement. rom !- point of view you will create !- with #%512 and create delivery with $106. 3est of the process would be same. $ets ta'e an example and view this process in screens. I have created a sale order, delivery and shipment document. 2ow creating shipment cost document. !ettings for shipment type, shipment cost document type and item category type has also been shown here.
Shipment Type
!hipment cost item category type
Shipment Type
!hipment cost item category type
Important Note: In this above screen you can see that I am not generating PO automatically here. We can use it with both ways. Generte PO automatically or determine it using some specific fields which I’ll explain later. later. You You can maintain here ! or " and if you dont want to create PO automatically leave this field blan#.
!hipment *ost document type and assignment of item category.
2ow I am creating shipment cost document w.r. w.r.tt shipment document.
ou ou can see that net ne t value is calculated based on condition record maintained for departure 7one, destination 7one, vendor and country etc. here is transfer button which means if you mar' this and save document system will post this freight charges to I. here can be two possibilities here. Create PO Automatically
/s I have mentioned above that we can create - automatically for one day one wee' or one month. his automatically created - will have service entry sheet a s well based on your configuration for account assignment category of -. here will be no release strategy for this automatically created -. /t end of the period you can post one single invoice for vendor for all shipment documents. Determine PO
If you want to use some release strategy for freight service - then you don’t need to create automatically. ou can create - manually with #%512. here are some specific fields which must have similar"specific values in freight service - and shipment cost document. hese fields are as follows. urchase -rder Header *ompany code urchasing organi7ation urchasing group
Document currency endor Invoicing party alidity start"end urchase -rder Item lant urchase order item category /ccount assignment category Delivery date inal invoice indicator 6loc' indicator alue limit or more information on these fields you can view !/ document which you will get in #essage no. 088 when you mar' transfer button and press enter system will give you this following message.
-nce you create a valid freight service - system wont give you this message an d will post freight charges in that freight service -. $et me show you in below screen.
I created this - with identical fields in shipment cost document. hen I mar'ed the transfer field in I05 and saved. !ystem posted this in this freight service - with following accounting entry.
/fter this what you have to do is 9ust post vendor payment through #I3-. ! ystem will credit the vendor and debit the :3"I3 account. ollowing would be accounting entry and purchase order history view.
!cenario 5 is completed here. hough this is very lengthy process and there can be a lot of screens but as I said earlier I have 9ust shared important screens and assuming that you 'now rest of the process. If you still have any confusion related to this scenario, you can as' me. Scenario
reight is being paid to vendor and you have transportation module implemented. ou calculate freight automatically and post it to I. *omapny doens’t pay this freight but charges to customers. his scenario is same as scenario 5 but with o ne additional settings which is to copy freight from shipment cost document to !D billing document in 01. or this we have certain controls in copy control of billing document, pricing procedure of shipment cost document and pricing procedure of billing document. /ll the settings would be same as in scenario 5 except following which I am explaining in detail. +e can also say that following are the prere4uisites for copying freight from shipment cost document to billing document. Condition type for Customer Freight
In shipment cost document you calculate freight automatically. 2ow it is upto you that whether you want to bill the same amount to customer which you have paid to vendor or you want to add some margin in it. If you want to bill the same then you don’t need to create any separate condition in shipment document pricing procedure. If you want to add some margin then you need to create new condition and add margin using automatic calculation or you may also enter this condition manually. In case of separate condition you need to mar' it as static so that it doesn’t influence the freight charges which we have to transfer to I using freight service -. In my case I am ta'ing 100; of freight charges which we are paying to vendor. his is 9ust a test case and there is no rule for ta'ing 100;.
*ondition type for customer freight in ransportation I#: node
/dd this condition type in shipment cost document pricing procedure
Condition Type for !illing Document
ou must create condition type with same name as it is in shipment cost document pricing procedure. /dd this condition type in billing document pricing procedure and assign account 'ey. ou also need to mar' this condition as manual so that it can copy freight value from shipment cost document. *ondition type
/dd this condition type in billing pricing procedure. Here you also need to mar' Transactionspecific pricing procedure in "0< for billing document pricing procedure. his will ma'e sure
that static tic' mar' for this condition is redetermined. *hec' the 1 help of this field for further details.
/fter this you need to ma'e sure two more aspects. 2umber one is that you have maintained F in copy control from delivery to billing document in "TF#. *hec' for the item category you are using.
In shipment document status for -verall status of calculation of shipment costs for shipment VTTK-FBGST must be *ompleted. In my case I am using stage level shipment so header level is not relevant for calculation but stage level is ca lculated so the status is complete.
If all these settings have been made in your system then you can add customer freight condition in shipment cost document. If you are using same conditinon for customer and transporter"vendor freight then you 9ust need to chec' that whether it is calculated or not. In my case I have made $%$% condition in shipment cost document and in billing document. !hipment cost document condition tab and its payment to transporter"vendor.
6illing Document of customer and its accounting document.
In this document you can see that sales value is 10=.0> and freight which we are charging to customer is 100. 6oth revenues are posted in separate general leedgers and customer has been debited with 50>.?0. his is my test case and you can ma'e settings as per your own re4uirement. Scenario &
*ompany has it’s own transportation vehicles and it doesn’t pay freight to any vendor but calculates and charges this separately to customer. In this case settings are same as in scenario 8. ou only need to do is one thing is that don’t create a service - and don’t trasnfer it to I. /ll other settings would be same. Scenario '
*ompany pays freight to vendor and charge this freight to material price in plant to plant transfer under same company code. his freight is calculated in shipment cost document automatically. his scenario only wor's for the materials which have pricing price control " %oving average price in material master data. or price control ! you have to implement material ledger and freight cost would be charged to material price when you run closing cycyle in material ledger. or further information yo can view a thread I raised for this in my this lin' . or configuring this scenario you need to ta'e care of following things. /ctivate pricing for !- and add freight value con dition with no value in !-. or this you can follow the below path.
In condition type of !- pricing procedure which you will enter with no value, activate the copy shipment cost by chec'ing this below field.
*ondition 361 with no value in -
+hen you create !- @ -utbound Delivery you must not PGI it efore you create shipment cost document . If you :I it before shipment cost document, system won’t charge the price to material. *reate !- @ -utbount delivery @ !hipment Document @ !hipment *ost Document and after that :I. In this shipment cost document you won’t see the transfer action box which we use to transfer cost in I. 3eason behind this is that cost would be charged to material and :3"I3 account will also be posted with credit value when you do :I. !hipment *ost Document without transfer action box.
/ccounting Document when you :I. ou can see the debit and credit entries difference and also :3"I3 credit entry.
6elow is the accounting document which is created at the time of #I3- when you pay the freight value to transporter.
hese are few scenarios which comes in my mind. here could be many others but if you 'now all of these I thin' you can configure the system the way you want. +ith little twea'ings all other scenarios could be covered. If I have missed something or you have something to add in this document please write me in comments. I would be happy to see positive"negative feedbac's because I a lways learn from it. I have spent enough time to learn and test all these scenarios on my own but I would li'e to than' ()rgen # and #a*shmipathi + because I got guidance from these two !/ #asters.
Diferent reight scenarios and copy reight condition rom delivery to billing document.
Hi rom sales point of view there are different processes that how you are managing your freight. If you are delivering some physical goods by using some vehicle and paying its transportation cost to vednor then you can have various options or re4uirements that how this freight should be calculated and posted. It depends on management decision and their re4uirement that how do they want you to configure this in system. I am listing down some scenarios and in this docu ment I am going to explain most simplest one and after this I’ll move on to others in next documents. 1. reight is being paid to vendor"transporter and you don’t have transportation module implemented. ou also create accrual"clearing entry for this. 5. reight is being paid to vendor and you have transportation module implemented. ou calculate freight automatically and post it to I. *ompany pays this freight and bears the expense. 8. reight is being paid to vendor and you have transportation module implemented. ou calculate freight automatically and post it to I. *omapny doens’t pay this freight but charges to customers. >. *ompany has it’s own transportation vehicles and it doesn’t pay freight to any vendor but calculates and charges this separately to customer.
=. *ompany pays freight to vendor and charge this freight to material price in plant to plant transfer under same company code. his freight is calculated in shipment cost document automatically. here could be many other scenarios but by following these and b y following the configuration which I am going to explain in these you would be able to cover up most of the scenarios. In this document I’ll be covering point number one only which is how to enter freight in delivery document and copy this to billing and post in I with accrual entry. his accrual entry will be debiting freight expense and crediting freight payable liability which will be debited later on when we will pay to vendor. Configuration steps
+hile explaining these steps I assume that you are familiar with basic configuration steps and prcesses. *reate separate pricing procedure in "0< with only one condition in it i.e. reight %xpense. his freight expense is basically an accrual condition and you have mar'ed it as accrual in "0? under control data 5. *ondition class / and calculation type is *. his is manual condition and no need to maintain any access se4uence. If you want to ma'e it automatic then use access se4uence and maintain condition record.
/ssign this pricing procedure to your delivery type. or delivery types we can’t determine pricing procedure li'e we do for orders or billing documents.
2ow maintain - in pricing source for copy control from delivery to billing document in $ code.
*onfiguration is completed and you can now test your scenario. I am listing down the steps that I did for its testing. *reated sale order with /01. *reated delivery order with $012 and entered freight cha rges at header level in delivery document because this freight is for complete delivery document.
*reated invoice in 01 and here you can see that freight charges have been copied from D- to billing document.
osted invoice to I with 05 and in accounting document you can view that freight expense is with debit entry and freight accrual is with credit.
his is how we control freight with most simplest and easiest way. I will continue this document by explaining 'ey points in other scenarios I have listed above. If you have some other scenario which I have not covered in these = listed scenarios then I would appreciate if you share that in comments section and I will try my level best to cover that too in this document. ositive"negative feedbac' will help me to improve next documents.
+% D- !HI#%2 /2D 3/2!-3/I-2 *-2I:&3/I-2 /! +%$$ /! !HII2: *-! */$*&$/I-2 6/!%D -2 *$I%2 3%A&I3%#%2 & 3 /!B! */2 /$%3 Cb@!HI#%2 *-!C"b@
he shipment cost pricing procedure will have certain condition types defined in it. we need to maintain a condition record for that condition t ype. or example if your shipment cost is defined as a rate per distance per weight, then you need to define a condition type in the shipment cost pricing procedure and maintain a record in master data under transportation via !/ menu. once you create a shipment cost document, the system finds the weight from the delivery and the distance from the shipment, it finds the condition record for this co mbination and populate to shipment cost document. *reate shipment doc. t.code 01n *reate shipment cost doc. t.code I01 !hipment cost settlement and documents &se /fter the shipment cost settled in shipment cost document, it has the following affects EIt creates a service entry sheet that refers to the purchase order determined. EIt posts acceptance of services performed. EIt creates an accounting document for the accruals. Eurther subse4uent documents are created in I. 2ow we chec' some of the above documents by using the document flow. rocedure 1./ccess the transaction using #enu $ogistics FG?1?1> $ogistic %xecution FG?1??> ransportationFG?1??> !hipment cost FG?1??> DisplayFG?1??> !ingle document ransaction code I05 5.%nter values li'e this in selection screen ield 2ame alue *omments !hipment cost 2o. %nter the no. you note down in previous step.
8.ress enter, on the !tandard display -verview reight *ost Items screen, press document flow button. >.Double clic' the service acceptance line and you can see the system post a service goods receipts upon the purchase order, also you can chec' the accounting document. =.%xit the shipment cost document. !ettlement with forwarding agency &se /fter the shipment document was settled, it generates a record in :3"I3, and after we receive invoice from the vendor and post incoming invoice, the :3"I3 account is cleared and the vendor’s /" account is debited. he following steps are included E chec' the :3"I3 account E chec' the vendor’s /" account E post invoice from the vendor by using $ogistic invoice verification, E chec' :3"I3 account and vendor’s account again. rocedure 1.or chec'ing :3"I3 account, /ccess the transaction using #enu $ogistics FG?1?1> #aterial #anagementFG?1??> $ogistic Invoice erificationFG?1??> :3"I3 account maintenance FG?1??> #aintain :3"I3 account ransaction code #311 5.%nter values li'e this in selection screen ield 2ame alue *omments *ompany code osting date oday’s date he valid posting date urchase order date from to /ppropriate range
8.ress the execute button, then the relative :3"I3 account listed, you can chec' the related date in which, the service items can be shown. >.or chec'ing /" account, /ccess the transaction using #enu /ccounting FG?1??> inancial /ccounting FG?1??> /ccounts ayable FG?1??> /ccount FG?1??> Display balance ransaction code B102 =.%nter values li'e this in selection screen ield 2ame alue *omments endor *ompany code iscal year *urrent year ?.ress execute button J.In this case, system should tell you there is no records find in the fiscal year because we do not post any information for this vendor, the amount still in :3"I3 account. <.or posting invoice from the vendor, /ccess the transaction using #enu $ogistics FG?1?1> #aterial #anagementFG?1??> $ogistic Invoice erificationFG?1??> %nter invoice ransaction code #I3K. %nter values li'e this in selection screen ield 2ame alue *omments Invoice date oday’s date - reference tab !elect ransportation service /gent #ore allocation criteria he next button !hipment cost header -n the pop up screen
!hipment cost number he no. you processed in the previous step 10.%xecute, you can see the relative cost amount is bring from the shipment co st document 11.ress 6asic data tab and enter the same amount as the filed amount in - reference tab. you may calculate the tax by yourself or by the system, but ma'e sure the balance is 7ero (the traffic light is green). If the system as's for baseline date, enter system date. 15.ost the document by pressing the save button. 18.*hec' the invoice 1>.*hec' the :3"I3 account, you can use tLcode or by menu li'e in step 1L8, here, you will find the :3"I3 acc. cleared. Cb@!HII2: C"b@ http""help.sap.com"printdocu"core"rint>?c"en"data"pdf"$%!H"$%!H.pdf http""help.sap.com"printdocu"core"rint>?c"en"data"pdf"$%3/"!D3/.pdf Direct !hipping Direct Delivery from endor to 3ecipient he merchandise is ordered from a vendor and delivered direct to the recipients. In this case, the merchandise does not go through the distribution center. he only followLon documents generated are vendor purchase orders. Indirect !hipping Delivery from endor to Distribution *enter and then to 3ecipient wo movements of merchandise are involved Delivery from vendor to distribution center he merchandise is ordered from a vendor and delivered to one or more distribution centers. endor purchase orders are generated as followLon documents for this. Delivery from vendor directly to recipient -nce the vendor has delivered the goods to the distribution center, they are then sent to the recipients. +arehouse orders, sales orders or deliveries are generated as followLon documents for this.
!HII2: *reating a Delivery L $012 Displaying a Delivery L $082 *hanging a Delivery L $052 !hipment In4uiry " Display L 08 /d9usting ransfer -rder L *onfirmation Auantity L $15 *ollectively *onfirm ransfer -rder L $5= 6atch !hipment *onfirmation L $1K :I 3eversal *ancellation L $0K *reating !ervice rovider"*arrier #aster Data L MB01 #aintaining !erive rovider"*arrier #aster Data L MB05 Displaying !ervice rovider"*arrier #aster Data L MB08 #aintaining roduct #aster"!erial G rofile"&nit of #easure"!hipping &nit L ##05 IDoc In4uiry L +%05 " +%0= $00 L !hipping . 00 L ransportation
Transportation Configuration and Process Flo. !'ip to end of metadata •
*reated by Nyoti ra'ash, last modified on Dec 58, 5011
:o to start of metadata
Transportation Configuration Terms used transportation module here are various terms and terminologies associated with the transportation module with which one needs to be familiar •
ransportation lanning oint.
•
!hipping ype.
•
3oute.
•
!hipment ype.
•
!hipping ype rocedure :roup.
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!hipment *ost ype.
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Item *ategory !hipment *ost.
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Item Determination rocedure :roup.
•
ricing rocedure for !hipment *ost.
Process Configuration Part/I Step0 1 / %aintain Purchase Organiation !3- L %nterprise !tructure L Definition L #aterials #anagement L #aintain urchasing -rgani7ation.
Step0 2 / Create Purchasing +roup *ode O%-& !3- L #aterials #anagement L urchasing L *reate urchasing :roup.
Step0 / %aintain Transportation Planning Point to Company Code *ode O"3T !3- L %nterprise !tructure L Definition L $ogistics %xecution L #aintain ransportation lanning oint Step0 A / Assign Transportation planning point to company code
Step0 & / Assign Purchasing Organiations to Company Code *ode O341 !3- L %nterprise !tructure L /ssignment L #aterials management L /ssign urchasing -rgani7ation to *ompany *ode.
Step0 ' / Assign Purchasing Organiations to Plant *ode O315 !3- L %nterprise !tructure L /ssignment L #aterials management L /ssign urchasing -rgani7ation to lant.
Step0 6 Create "endor Account +roup *ode O%S+ F 2umber 3ange O%S( !3- L inancial /ccounting L /ccounts 3eceivables and /ccounts ayables L *ustomer /ccounts L endor /ccounts L #aster Data L reparations for *reating endor #aster Data L Define /ccount :roup
Step0 7 Create "endor *ode 3841
Step0 9 Define %odes of Transport *ode 4"T! !3- L $ogistics %xecution L ransportation L 6asic ransportation unction L 3outes L Define 3outes L Define #odes of ransport
Step0 9A Define Shipping Types
*ode 4"TA !3- L $ogistics %xecution L ransportation L 6asic ransportation unction L 3outes L Define 3outes L Define !hipping ypes !elect 2ew %ntries and /ssign the !hipping ype (e.g. 3oad or rain) and /ssign #ode of ransport (#dtr) and /ssign !hipping type rocedure group.
Step0 9! Define Transportation Connection Point *ode 4"TD !3- L $ogistics %xecution L ransportation L 6asic ransportation unction L 3outes L Define 3outes L Define ransportation *onnection oint.
Step0 9C Define :outes and Stages *ode 4"TCS !3- L $ogistics %xecution L ransportation L 6asic ransportation unction L 3outes L Define 3outes L Define 3outes and !tages. !elect the 2ew %ntries and %nter the Details L hen !elect the 3outes stages and define
Step0 9D %aintain Stages for all :outes !3- L $ogistics %xecution L ransportation L 6asic ransportation unction L 3outes L Define 3outes L #aintain !tages for all 3outes.
Step0 14 :O;T- D-T-:%I
Step0 14A %aintain County and Transportation $one for Shipping Point !3- L $ogistics %xecution L ransportation L 6asic ransportation unction L 3outes L Define 3outes L #aintain *ounty and ransportation Oone for !hipping oint.
Step0 14! Define Transportation +roups !3- L $ogistics %xecution L ransportation L 6asic ransportation unction L 3outes L Define 3outes L Define ransportation :roups
Step0 14D %aintain :oute Determination !3- L $ogistics %xecution L ransportation L 6asic ransportation unction L 3outes L Define 3outes L #aintain 3oute Determination.
S=IP%-
!3- L $ogistics %xecution L ransportation L 6asic ransportation unction L !hipments
Step0 11 Define Shipment Types !3- L $ogistics %xecution L ransportation L 6asic ransportation unction L !hipments L Define !hipment ypes.
Step0 12 In Customer master data In /ddress of :eneral data. %nter the ransportation Oone id. /nd save you will get the route.
Process Configuration Part/II 1> %aintain transportation planning point through %enu as follo.s0 !3- L %nterprise !tructure L Definition L $ogistic %xecution L #aintain transportation planning point
2> Defining modes of transport0 !3- L $ogistics %xecution L ransportation L 6asic ransportation unction L 3outes L Define routes L %xecution Define modes of transport &se the standard configuration li'e
01
3oad
> Define shipping types 0 !3- L $ogistics %xecution L ransportation L 6asic ransportation unction L 3outes L !hipping types
01
ruc'
01
0001
&> Define transportation connecting point 0 !3- L $ogistics %xecution L ransportation L 6asic ransportation unction L 3outes L *onnection points ou can copy the standard point and ma'e it 601 as departure 7one and 605 as destination 7one
'> Define routes and stages !3- L $ogistics %xecution L ransportation L 6asic ransportation unction L 3outes L ransportation routes and stages &se the standard route and copy it as 60001 and enter the departure 7one and destination as what we created.
6> Defining Transportation $one0 !3- L $ogistics %xecution L ransportation L 6asic ransportation unction L 3outes L 3outer determination &se the standard transportation 7one depending on the route so as for the example use 0000000008 L !outhern 3egion
5> %aintain country or transportation one for shipping points !3- L $ogistics %xecution L ransportation L 6asic ransportation unction L ransportation 7one for shipping point /ssign !hipping point F route to the desired country
7> %aintain route determination0 !3- L $ogistics %xecution L ransportation L 6asic ransportation unction L 3outes Determination
Country of departure
Departure $one
Country of destination
/nd enter the dataPs needed li'e shipping condition 01, etc. #aintain ransportation relevance for •
shipping point
•
sales document type
•
delivery types.
9>
14> Define and assign traffic ones through menu as follo.s0
Destination $one
*ode T?56 !3- L $ogistics %xecution L ransportation L !hipment L !hipments cost L unctions ariff Oones *opy the standard to create /3I O-2% of own. hen assign already created transportation planning point to the tariff 7one
11> Define and assign pricing procedures !3- L $ogistics %xecution L ransportation L !hipment L !hipments cost procedures •
ricing
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rice control
•
assign pricing
12> Assign purchasing data0 !3- L $ogistics %xecution L ransportation L !hipment L !hipments cost L !ettlement
1> Assignment /ssign ransportation planning point to combination of •
shipping condition
•
purchase organi7ation
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purchasing group
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plants
1&> Define Automatic +@# account determination0 *ode O%! !3- L $ogistics %xecution L ransportation L !hipment L !hipment *osts L !ettlement () /ssign a :$ account
1'> Automatic determination of CO assignments0 *ode O8!9 !3- L $ogistics %xecution L ransportation L !hipment L !hipment *osts L !ettlement L Determination of *- /ssignments
16> %aintain shipping point address
!3- L %nterprise !tructure L $ogistics %xecution L Definition L Define, copy, Delete, chec' shipping L Definition point #aintain the address
15> Creating +@# account centrally *ode FS44 !/ %asy /ccess L inancial L :eneral $edger L #aster 3ecords L /ccounting L /ccounting Individual L rocessing *entrally
17> -nter the +@# account for your company code 19> Create transportation condition records0 *ode T811 $ogistics L #aster data L ransportation L !hipment cost L rice
Transportation Process Flo.0 1. he system determines the pricing procedure for the shipment co st itemLusing •
transportation planning point
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service agent
•
shipment cost item category 5. *alculation 6asis 8. *ondition 3ecord >. /ccess se4uence.
Step 1 Create Delivery Document
*ode "#41< +ith reference the sales order create a delivery using *ode L $012 and pic' the goods. Step 2 Create Shipment Document
*ode "T41< /fter the status of the delivery is open for transportation planning, it is possible to create a shipment document to schedule the transportation. 2ow create a shipment using *ode L 012 (!/ %asy /ccess L $ogistics L $ogistic %xecution L ransportation L ransportation lanning L *reate L !ingle document) and assign the delivery to the shipment document. #a'e sure to enter the carrier and other details before performing the transportation planning and execution.
/fter the deliveries are scheduled by shipment and the shipment is executed, now it is time to maintain and close the shipment document in order to record all relative information and read y for the shipment cost settlement. !o, save the shipment document and :I for the delivery would be done automatically. •
/ shipment represents a physical goods movement between two or more locations.
•
or the system to create a shipment, shippingLrelevant deliveries must exist.
•
•
ou use ransportation lanning to group pending deliveries into shipments and then to perform the shipments. he outbound delivery documents contain routes that the system calculates in route determination, and a transportation planning date for the delivery.
Dynamic transportation planning is responsible for grouping together outbound deliveries into shipments that have at least the same route, visit plan type and the same transportation planning date. he following restrictions can be ta'en into account for a shipment in Dynamic ransportation lanning •
+eight
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olume
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ariable capacity
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2umber of stops
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#aximum duration
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$oading units
Step Creating Shipment Cost Document B Cost Settlement
*ode "I41 (!/ %asy /ccess L $ogistics L $ogistic %xecution L ransportation L !hipment cost L *reate L !ingle document /fter creation of shipment cost doc. he document is read y settling the !hipment cost. Step 1 &se *ode I05, enter shipment cost no. and press enter. Step 2 hen go to -verview screen reight cost items, !elect the line item and double clic' it. Step :o as main menu Item L /cc. assignment, you enter :"$ acc. and cost center to which the transportation cost will be posted. -n the !tandard change, details L reight cost items screen, then chec' the chec' box QransferQ, which means you will transfer the relative transportation cost to I"*-, in this case, the system
should determined which urchase -rder will used to settle the cost, so after you chec' the QransferQ chec' box. ress save button on the current screen. -ffects of Shipment cost settlement and related documents
/fter the shipment cost settled in shipment cost document, it has the following affects •
It creates a service entry sheet that refers to the purchase order determined.
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It posts acceptance of services performed.
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It creates an accounting document for the accruals.
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urther subse4uent documents are created in I.
:enerally process is 1) $012 5) 01 8) $052 L :I >) I01 =) #$<12 L !ervice %ntry !heet ?) #I3- L Invoice erification
$iagrammatic %epresentation of &$ 'ransportation Process (low Shipping docs "T41> are created efore P+I
ou cannot carry out transportation planning or creation of shipment after the goods issue has been executed. -nce goods issue is done it means that the material has left your premises so there is no need for a transportation planning after it. In case you need carry out the shipment documents at the end of the day you could 9ust create the delivery documents during the day and at end of the day create the shipment documents and the goods issue
Shipment Types Definition The shipment type contains all the important control features for a shipment, such as the number range, whether the shipment is inbound or outbound, how leg determination is performed, and which leg indicator has been set for a shipment of this type. You can also enter a selection variant for the shipment type. The values defined in the variant appear on the selection screen when you create a shipment document of this type. The system supports the following shipment types: •
Individual shipment
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Collective shipment
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Transportation chain
Individual shipment An individual shipment includes •
One or more deliveries
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One point of departure
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One destination
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One mode of transport
Collective shipment A collective or mil!"run# shipment includes •
One or more deliveries
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$everal points of departure
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$everal destinations
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One mode of transport
Transportation chain A transportation chain is useful if you are dealing with deliveries that will be transported using multiple modes of transportation and are thus processed by different departments at the transportation planning point#. Transportation Chain
The department responsible for transportation by land organi%es truc! shipments and another department organi%es ships and their cargo for goods shipment by sea. &ach mode of transport truc! and ship# re'uires individual shipping papers. &ach mode of transportation re'uires separate transportation papers, meaning that you need to create a shipment document for the overland leg and another for the overseas leg of the (ourney.
If shipments use more than one mode of transportation, it is a good idea to create a transportation chain. )ecause you will have a separate shipment document for each mode of transportation, you can maintain separate output, te*ts, statuses, and so on.
Example for using a transportation chain At shipping points +++ and +++- in ermany, a large number of deliveries are to be sent to customers in the /nited $tates by the beginning of 0ecember. You and your customers agreed that part of the shipment be sent carriage paid and the other part carriage, insurance, freight paid to CI1# 2ew Yor! only meaning that the end customer must pay carriage, insurance and freight from 2ew Yor! to the final destination#. The goods are to be transported by land within ermany, by sea from 3amburg to 2ew Yor!, and by land again in the /nited $tates. It is, of course, possible to document the entire process in a shipment document. 3owever, problems can arise if certain parts of the shipment functions are used: •
1or instance, data on the shipment status always refers to the entire shipment document for e*ample, the status 45oading finished4#. 3owever, in this e*ample loading ta!es place several times.
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1or the same reason, an assignment of dates and te*ts to a handling unit is difficult because these can change within the shipment document. The very definition of a handling unit is in itself problematic.
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Output to be created in combination with the shipment document contains all data for the entire shipment document. 6hen the truc! driver leaves the shipping point, his printout also contains
data that refers to the ship. This is unnecessary and a nuisance. 7rocessing several re'uired preliminary legs at different times also re'uires that output be printed at different times. In cases li!e this, it ma!es more sense to use a transportation chain in which deliveries are passed on in a series of different shipments. In the above e*ample, you would create several shipment documents in the system: ten preliminary leg shipments by truc!, one main leg by ship, and if necessary, eight subse'uent legs by truc! again. That way, you avoid the problem of assigning deadlines, output, or te*ts to the pac!aging material. 6ith that in mind, you might put together your transportation chain li!e this: 1. Create a main leg At transportation planning point +++, you create a main leg shipment for all deliveries to be sent by ship from 3amburg to 2ew Yor! City at the beginning of 0ecember. There should be a special shipment type set for this set in Customi%ing. This could include the following settings: o
o
o
$et the leg indicator field for the shipment header to Main leg . The system will recogni%e that this shipment must be lin!ed to other shipments. The leg determination type for this shipment type should be 8 8.This means that no automatic leg determination will be carried out. This is reasonable since the 3amburg"to" 2ew Yor! leg does not include any points of departure or destinations from the delivery however, this data will be ta!en into account during leg determination#. 9oute determination resulting in the 3amburg"to"2ew Yor! route may have already been carried out in the delivery. If you want to copy this route automatically into the main leg shipment, you can specify in Customi%ing that routes must be copied into the shipment document. Copying starts as soon as you set the Planned status in the shipment document.2ote that the route in the deliveries must be uni'ue.# At the same time, the service agent can also be copied automatically from the delivery provided you have made the appropriate settings in Customi%ing and that the same service agent has been assigned to the deliveries.
6hen the deliveries were created, they were given transportation planning status A, meaning they were ready for transportation planning. 2ow, after creating the main leg shipment, these deliveries have transportation planning status ), meaning that they have been partially planned since a main leg shipment needs preliminary and possibly subse'uent legs#.
2. Create preliminary legs The preliminary leg shipments that are used to send the goods from shipping points +++ and +++- to the ship in 3amburg can be organi%ed much faster than the ship itself, which is why they are planned at this time. You must now combine all deliveries in the main leg shipment into one or more preliminary leg shipments. You can do this in the Create Shipment transaction. To do this, you must select all deliveries in the main leg shipment. The transportation planning status of the delivery may be helpful in determining which deliveries are in the main leg shipment since their status is now set to ) instead of A. Of course, this is not sufficient as a single selection criterion. 3e can enter further selection criteria that are u sed during delivery selection for the main
leg. This may be impractical since you may not now what the selection criteria were or too many deliveries may be selected. Therefore, it is better to specify the shipment number of the corresponding main leg shipment in the Reference to line when selecting deliveries. If you do not !now the number, press 1 and a selection screen will appear. In this case, a further selection screen for shipment number selection appears. On this screen, you can specify the person who created the shipment document, the point of departure, and the date in order to determine the number of the main leg shipment. You create shipments using the wor!list you defined. If each delivery corresponds to e*actly one truc!load, the planner can call up the function Edit Automatic planning → One dlv. one shipment, which creates a separate shipment for each
→
delivery. ou should use the following settings o
o
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!et the leg indicator to preliminary leg. !et the leg determination type to 1 (leg determination according to pic'Lup se4uence and itinerary). Do not copy the route from the delivery. It may be a good idea to copy the service agent.
+hen the Planned status is set, leg determination begins, but the route is not copied from the deliveries. It will determine the pic'Lup se4uence. In addition, the system suggests Hamburg as destination since the deliveries are part of a main leg shipment that runs from Hamburg to 2ew or'. +hen the shipment is saved, the system updates the delivery status. he status for the carriage paid deliveries remains 6 (partially planned), since the second part of the Incoterm was left blan' and the system assumes that a subse4uent leg is re4uired. he status of the deliveries with *I 2ew or' is set to * (completely planned) since the second part of the Incoterm has been specified and the system assumes that a sub se4uent leg is not necessary. Create suseEuent legs
ou create subse4uent legs the same way you create preliminary legs. &se these settings o
!et the leg indicator to subse4uent leg.
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&se category 1 for leg determination.
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Do not copy the route from the deliveries.
