Introduction
This will explain the step by step flow of Standard Shipment Process . The process includes the below activities. 1. Creation of Sales Order 2. Creation of Outbound Delivery Shipment process will start form here 3. Creation of Condition Record for Forwarding Agent, 4. Creation of Shipment Document, 5. Creation of Shipment Cost Document, A) PO and service entry sheet will be created automatically by the system. 6. Enter Vendor’s Invoice (Invoice receipt and verification). 1. Creation of Sales Order SAP Easy Access> Logistics> Sales and Distribution> Sales> Order> Create (VA01).Example sales order-50000001. (Note-Route should determine in the sales order) 2. Creation of Outbound Delivery SAP Easy Access> Logistics> Sales and Distribution> Shipping and Transportation> Outbound Delivery> Create (VL01N).Example- outbound delivery-25000208.
Shipment process start from below process
3. Creation of Condition Record for Forwarding Agent SAP Easy Access> Logistics> Logistics Execution> Master Data> Transportation> Shipment Costs> Prices> Create (TK11). Enter the condition type ZFB0 (Copied from FB00 standard)
Click Enter Enter Service Agent, Amount, and Unit and Save It.
4. Creation of Shipment Document SAP Easy Access> Logistics> Logistics Execution> Master Data> Transportation> Shipment Costs> Prices> Create (VT01N) (Note- Shipment document we can create with reference to outbound delivery before PGI or after PGI) But here I am creating shipment document after PGI Enter Transportation planning Point: XXXX Shipment Type: 0001 or 0002 Click Deliveries as shown below
Enter the shipping point, Ship to Party, Total gds mvt stat.: C Trns.plan.status: A Click
The deliveries can be selected using the selection criteria based on shipping point, Route, Delivery numbers and many more. Only the deliveries (can be for different ship to party) with the same route can be selected in a single delivery. On the overview screen the different planning / check in / loading timings can be captured. Enter the Forwarding Agent, check all the activities & shipment cost information like below
Shipment cost Information,
Save the shipment document.
5. Creation of Shipment Cost Document SAP Easy Access> Logistics> Logistics Execution> Transportation> Shipment Costs> Create (VI01). Enter Shipment number and Ship. Cost type
Shipment cost document is created with reference to the shipment document. Carry out the account assignment manually.
Check the transfer cost and Save the shipment cost document as shown below
For information,
Outbound delivery total weight: 346.800 We have maintained condition record for forwarding agent (860007) 20Rs Per KG Net Value: 6936. 6. Display Shipment Cost Document SAP Easy Access> Logistics> Logistics Execution> Transportation> Shipment Costs> Display (VI03).
If we double click on PO, automatic PO can be display,
Here we can find automatic service entry sheet for automatic PO.
7. Enter Vendor’s Invoice( Invoice Receipt and Verification) Logistics Execution> Transportation> Shipment Costs> Freight Invoice Check> Logistics Invoice Verification> Document Entry >Enter Invoice (MIRO). Enter Invoice Date, Service Entry Sheet and Amount
Enter Baseline Date, and Save it. 8. Display Document Flow SAP Easy Access> Logistics>Logistics Execution> Transportation> Shipment Costs> Display (VI03).
Select the service entry sheet (5000000095) click . Accounts shown below are the same which are defined in customization.
Dear All, We can create the shipment document after PGI or before PGI. If you want create shipment before PGI status (Total gds mvt stat.) A. I have shown above after PGI. 1. Yes we can create multiple shipments, for single delivery. In this case we have create shipment document before PGI. 2. There is no picking at shipment level. Picking process will be there at outbound delivery. 3. This freight cost will be paying to forwarding agent (Transporter or Vendor) not to the customer. In this scenario, automatically PO and service entry sheet will be generated; with reference to service sheet we can create MIRO (Invoice verification). (For this we have to do some configuration)
Shipment Process steps 1. Sales order 2. Outbound delivery 3. Shipment Document(VT01N) with reference to outbound delivery 4. Shipment Cost document(VI01) 5. MIRO 6. Invoice(Billing) with reference to outbound delivery Note: Step 3, 4 & 5 are belonging to shipment process and remaining 1, 2 & 6 steps are belonging to standard process. ed to know how the system finds out the PO Document type and where is the link between Shipment cost type with the PO document type. Also if possible can you please shrae another document on Multi Dimensional Shipment(Transportation Chain)with Shipment costing. Hi, PO document type will be determine based on Assigning Purchase Data Logistics Execution-->Transportation-->Shipment Costs-->Settlement-->Assign
Purchasing
Data
first is - for price TK11 i had one acces sequence with ship to and vendor which is my client want but it is not considering the ship to when i gave the price i checked through analysis it was not flowing. so now for testing the flow i am using only vendor. is it possible to have ship to aswell second the in all item i am getting the two times so the price is coming as double. third is all the automatic po creation setting is done but PO is not creating only service sheet is created but the status is not getting C so it is kept still open and i am not able to process the service sheet
1.
Pricing determination based on ship to party is not possible, so create the routes for all ship to parties, enter the route in sales order or delivery. Create the condition record based on the route & vendor (Forwarding Agent).
2.
No it’s wrong it shouldn’t come 2 line items, check the settings
3.
For automatic PO do the below configuration. Step-1 Define Item Categories
Logistics ExecutionàTransportationàShipment Costsà Shipment Cost Documentà Shipment Cost Types and Item Categories
Maintain Account Assignment Category Logistics Executionà Transportation àShipment Costs àSettlement àMaintain Account Assignment Category
Assign Purchasing Data Logistics Executionà Transportation àShipment Costs àSettlement àAssign Purchasing Data
I hope am clarified all your clarification, do the configuration as per above and update the status. If you have any clarification let me know.
Thanks i have checked the setting i have made some changes and now only one item is coming thanks . Regarding the routes they are having more then 100 customers so think need to create 100 routes ? will be be hard job if more customer comes in future then we need to create route for each customer each time I have checked the configuration for automatic PO the same settings are done except for K the commitment and cost center are kept as opt entry since we have funds management but still PO is not triggered dont know why
Also one more issue . the route is determined in the Sales order, delivery but its is not coming in Vt01n so i have to enter manually also the forwarding agent is also maintained in delivery which is also not copied to the Shipment am i missing any setting r is it standard
Thanks for update, sure will help you out from this issues. Shipment document(VT01N) will be creating with reference to outbound delivery after PGI or before PGI. In this case route will come to shipment document from delivery weather you can enter manually or automatically in delivery. Do the below settings for routes.
2. No need to create the routes for all ship to parties, its very difficult currently may less ship to parties, in future may come more. Could you explain me why u need ship to party & vendor agent key combination?. 3. Do the above settings as per my earlier post & Account assignment status should be 'C'' after click the transfer check box in VI01 or VI02 after automatically PO will be created.. Let me know if you have any clarifications. Regards Shankarappa H L Like (1)
rani raja Aug 6, 2014 1:18 PM (in response to Shankarappa H L)
Hi thanks same setting is done. the shipment before PGI is wat i am doin the route is coming automatically in delviery but not coming when i copy it to VT01n it is determined when i click the planning tab then the route is coming correctly else this field is empty. also need one more help my MM consultant have created a server PO do he need to do any specific setting to create a PO since i am getting error there no service PO is created till no don't know y i have done all the setting told in SCN but the issue is still not solved A very informative document, thanks for the same. A query for the scenario, where in the cost is loaded to inventory and hence there is no PO created, but during MIGO , loaded on inventory. how do we book the vendor invoice in MIRO
the tab exists for Transportation service agent and shipment document, but nothing apperas in the search, is some setting missing ?
V/06 - Condition Categories: SD Pricing SD - Conditions MEK1 - Create Conditions (Purchasing) MM - Purchasing VT01N - Create Shipment Logistics Execution - Transportation M/06 - Condition Type: (Purchasing) MM - Basic Functions M/08 - Conditions: Schema for Purchasing MM - Basic Functions VI01 - Create shipment costs Logistics Execution - Freight Processing OBQ3 - C FI Condition Component: Calc.Proc. FI - Basic Functions FRC1 - Maintain Cost Element -> FM Act Asgt PSM - Funds Management TK11 - Create condition (shipment costs) Logistics Execution - Freight Processing OBQ1 - C FI Condition Compnt: Condit.Types FI - Basic Functions MEK3 - Display Conditions (Purchasing) MM - Purchasing T_06 - Cond.types: Pricing shipment Logistics Execution - Freight Processing V-31 - Create freight 1 SD - Conditions OTF2 - Forwarding Agent - freight Groups Logistics Execution - Transportation OTF1 - Material-freight Groups Logistics Execution - Transportation VGM1 - Create Group for freight List Logistics Execution - Shipping VI27 - Display freight - Customs SD - Basic Functions VT63 - freight Plng Status from Deliveries Logistics Execution - Transportation VT69 - Plan Deliveries from freight Plng Logistics Execution - Transportation V-33 - Change freight 1 SD - Conditions V-32 - Create freight 1 with Reference SD - Conditions VGM2 - Change Group for freight List Logistics Execution - Shipping V-35 - Create freight 1 SD - Conditions V-34 - Create freight 1 SD - Conditions V-36 - Create freight 1 with Reference SD - Conditions V-37 - Change freight 2 SD - Conditions V-38 - Display freight 2 SD - Conditions OTF3 - freight Code Sets Logistics Execution - Transportation S_ALR_87100162 - freight Incoterms 1 SD - Conditions VGM3 - Display Group for freight List Logistics Execution - Shipping
VI01 - Create shipment costs VI02 - Change shipment costs TK11 - Create condition (shipment costs) VS01 - Create Scale T_03 - Cond.tab: Create (shipment costs) T_56 - Shipment cost types and item cats VI03 - Display shipment costs
T_06 - Cond.types: Pricing shipment T_04 - CondTab: Change (shipment costs) T_05 - CondTab: Display (shipment costs) T_07 - Maintain access (shipment costs) T_09 - Condition table: Change Index VI04 - Create shipment cost worklist T_76 - Tariff zones and assignments T_08 - Conditions: Proc. for A F
Read more: http://www.tcodesearch.com/transaction-codes/search?module=le-tra#ixzz3GJEOHG98
Transportation Configuration Terms used transportation module There are various terms and terminologies associated with the transportation module with which one needs to be familiar
Transportation Planning Point. Shipping Type. Route. Shipment Type. Shipping Type Procedure Group. Shipment Cost Type. Item Category Shipment Cost. Item Determination Procedure Group. Pricing Procedure for Shipment Cost.
Process Configuration Part-I Step: 1 - Maintain Purchase Organization SPRO - Enterprise Structure - Definition - Materials Management - Maintain Purchasing Organization.
Step: 2 - Create Purchasing Group TCode: OME4 SPRO - Materials Management - Purchasing - Create Purchasing Group.
Step: 3 - Maintain Transportation Planning Point to Company Code. TCode: OVXT SPRO - Enterprise Structure - Definition - Logistics Execution - Maintain Transportation Planning Point
Step: 3A - Assign Transportation planning point to company code.
Step: 4 - Assign Purchasing Organizations to Company Code. TCode: OX01 SPRO - Enterprise Structure - Assignment - Materials management - Assign Purchasing Organization to Company Code.
Step: 5 - Assign Purchasing Organizations to Plant. TCode: OX17 SPRO - Enterprise Structure - Assignment - Materials management - Assign Purchasing Organization to Plant.
Step: 6 Create Vendor Account Group TCode: OMSG & Number Range OMSJ SPRO - Financial Accounting - Accounts Receivables and Accounts Payables - Customer Accounts - Vendor Accounts Master Data - Preparations for Creating Vendor Master Data - Define Account Group
Step: 8 Create Vendor TCode: XK01
Step: 9 Define Modes of Transport TCode: 0VTB SPRO - Logistics Execution - Transportation - Basic Transportation Function - Routes - Define Routes - Define Modes of Transport
Step: 9A Define Shipping Types TCode: 0VTA SPRO - Logistics Execution - Transportation - Basic Transportation Function - Routes - Define Routes - Define Shipping Types Select New Entries and Assign the Shipping Type (e.g. Road or Train) and Assign Mode of Transport (Mdtr) and Assign Shipping type Procedure group.
Step: 9B Define Transportation Connection Point TCode: 0VTD SPRO - Logistics Execution - Transportation - Basic Transportation Function - Routes - Define Routes - Define Transportation Connection Point.
Step: 9C Define Routes and Stages. TCode: 0VTCS SPRO - Logistics Execution - Transportation - Basic Transportation Function - Routes - Define Routes - Define Routes and
Stages. Select the New Entries and Enter the Details - Then Select the Routes stages and define
Step: 9D Maintain Stages for all Routes. SPRO - Logistics Execution - Transportation - Basic Transportation Function - Routes - Define Routes - Maintain Stages for all Routes.
Step: 10 ROUTE DETERMINATION - Define Transportation Zone SPRO - Logistics Execution - Transportation - Basic Transportation Function - Routes - Define Routes - Define Transportation Zone.
Step: 10A Maintain County and Transportation Zone for Shipping Point. SPRO - Logistics Execution - Transportation - Basic Transportation Function - Routes - Define Routes - Maintain County and Transportation Zone for Shipping Point.
Step: 10B Define Transportation Groups SPRO - Logistics Execution - Transportation - Basic Transportation Function - Routes - Define Routes - Define Transportation Groups
Step: 10D Maintain Route Determination SPRO - Logistics Execution - Transportation - Basic Transportation Function - Routes - Define Routes - Maintain Route Determination.
SHIPMENTS SPRO - Logistics Execution - Transportation - Basic Transportation Function - Shipments
Step: 11 Define Shipment Types SPRO - Logistics Execution - Transportation - Basic Transportation Function - Shipments - Define Shipment Types.
Step: 12 In Customer master data. In Address of General data. Enter the Transportation Zone id. And save you will get the route.
Process Configuration Part-II 1) Maintain transportation planning point through Menu as follows: SPRO - Enterprise Structure - Definition - Logistic Execution - Maintain transportation planning point
2) Defining modes of transport: SPRO - Logistics Execution - Transportation - Basic Transportation Function - Routes - Define routes - Execution Define modes of transport Use the standard configuration like:
Shipping type
Description
01
Road
3) Define shipping types : SPRO - Logistics Execution - Transportation - Basic Transportation Function - Routes - Shipping types
PT
Description
Mdtr
STPG
01
Truck
01
0001
4) Define transportation connecting point : SPRO - Logistics Execution - Transportation - Basic Transportation Function - Routes - Connection points You can copy the standard point and make it FB01 as departure zone and FB02 as destination zone
5) Define routes and stages. SPRO - Logistics Execution - Transportation - Basic Transportation Function - Routes - Transportation routes and stages Use the standard route and copy it as FB0001 and enter the departure zone and destination as what we created.
6) Defining Transportation Zone: SPRO - Logistics Execution - Transportation - Basic Transportation Function - Routes - Router determination Use the standard transportation zone depending on the route so as for the example use 0000000003 - Southern Region
7) Maintain country or transportation zone for shipping points SPRO - Logistics Execution - Transportation - Basic Transportation Function - Transportation zone for shipping point Assign Shipping point & route to the desired country
8) Maintain route determination:
SPRO - Logistics Execution - Transportation - Basic Transportation Function - Routes Determination
Country of departure
Departure Zone
Country of destination
Destination Zone
And enter the data's needed like shipping condition 01, etc. Maintain Transportation relevance for
shipping point sales document type delivery types.
9) Now create shipping types SPRO - Logistics Execution - Transportation - Shipments - Shipment
10) Define and assign traffic zones through menu as follows: TCode: T_76 SPRO - Logistics Execution - Transportation - Shipment - Shipments cost - Functions Tariff Zones Copy the standard to create TARIFF ZONE of own. Then assign already created transportation planning point to the tariff zone
11) Define and assign pricing procedures SPRO - Logistics Execution - Transportation - Shipment - Shipments cost procedures
Pricing Price control assign pricing
12) Assign purchasing data: SPRO - Logistics Execution - Transportation - Shipment - Shipments cost - Settlement
13) Assignment Assign Transportation planning point to combination of
shipping condition purchase organization purchasing group plants
14) Define Automatic G/L account determination:
TCode: OMWB SPRO - Logistics Execution - Transportation - Shipment - Shipment Costs - Settlement () Assign a GL account
15) Automatic determination of CO assignments: TCode: OKB9 SPRO - Logistics Execution - Transportation - Shipment - Shipment Costs - Settlement - Determination of CO Assignments
16) Maintain shipping point address. SPRO - Enterprise Structure - Logistics Execution - Definition - Define, copy, Delete, check shipping - Definition point Maintain the address
17) Creating G/L account centrally. TCode: FS00 SAP Easy Access - Financial - General Ledger - Master Records - Accounting - Accounting Individual - Processing Centrally
18) Enter the G/L account for your company code 19) Create transportation condition records: TCode: TK11 Logistics - Master data - Transportation - Shipment cost - Price
Transportation Process Flow: 1. The system determines the pricing procedure for the shipment cost item-using
transportation planning point service agent shipment cost item category 2. Calculation Basis 3. Condition Record 4. Access sequence.
Step 1. Create Delivery Document TCode: VL01N With reference the sales order create a delivery using TCode - VL01N and pick the goods.
Step 2. Create Shipment Document TCode: VT01N After the status of the delivery is open for transportation planning, it is possible to create a shipment document to schedule the transportation.
Now create a shipment using TCode - VT01N (SAP Easy Access - Logistics - Logistic Execution - Transportation Transportation Planning - Create - Single document) and assign the delivery to the shipment document. Make sure to enter the carrier and other details before performing the transportation planning and execution. After 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 ready for the shipment cost settlement. So, save the shipment document and PGI for the delivery would be done automatically.
A shipment represents a physical goods movement between two or more locations. For the system to create a shipment, shipping-relevant deliveries must exist. You use Transportation Planning to group pending deliveries into shipments and then to perform the shipments. The 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. The following restrictions can be taken into account for a shipment in Dynamic Transportation Planning:
Weight Volume Variable capacity Number of stops Maximum duration Loading units
Step 3. Creating Shipment Cost Document & Cost Settlement TCode: VI01 (SAP Easy Access - Logistics - Logistic Execution - Transportation - Shipment cost - Create - Single document After creation of shipment cost doc. The document is ready settling the Shipment cost. Step 3.1. Use TCode VI02, enter shipment cost no. and press enter. Step 3.2. Then go to Overview screen Freight cost items, Select the line item and double click it. Step 3.3. Go as main menu: Item - Acc. assignment, you enter G/L acc. and cost center to which the transportation cost will be posted. On the Standard change, details - Freight cost items screen, then check the check box "Transfer", which means you will transfer the relative transportation cost to FI/CO, in this case, the system should determined which Purchase Order will used to settle the cost, so after you check the "Transfer" check box. Press save button on the current screen.
Effects of Shipment cost settlement and related documents After 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. It posts acceptance of services performed. It creates an accounting document for the accruals. Further subsequent documents are created in FI.
Generally process is 1) VL01N 2) VT01 3) VL02N - PGI 4) VI01 5) ML81N - Service Entry Sheet 6) MIRO - Invoice Verification
Diagrammatic Representation of SD Transportation Process Flow
Shipping docs (VT01) are created before PGI You cannot carry out transportation planning or creation of shipment after the goods issue has been executed. Once 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 just create the delivery documents during the day and at end of the day create the shipment documents and the goods issue
