Download - Scm611 transportation - participant handbook
SCM611Transportation
mySAP Supply Chain Management
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Participant HandbookCourse Version: 2003 Q3Course Duration: 3 Day(s)Material Number: 50066268
An SAP course - use it to learn, reference it for work
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Copyright © 2003 SAP AG. All rights reserved.
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About This HandbookThis handbook is intended to complement the instructor-led presentationof this course, and serve as a source of reference. It is not suitable forself-study.
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About This Handbook SCM611
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iv © 2003 SAP AG. All rights reserved. 07-01-2004
ContentsCourse Overview ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
Course Goals .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viiCourse Objectives ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vii
Unit 1: Basics of Transportation Processing..... . . . . . . . . . . . . . . . . . . . 1Shipment in Logistics Execution .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2Delivery Document in Shipment .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
Unit 2: Controlling Transportation ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Configuration for Transportation .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Unit 3: Creating Shipments..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Criteria for Creating Shipments .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Options for Creating Shipments.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Unit 4: Processing Shipments ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71Activities in Shipment Processing .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Unit 5: Additional Functions in Shipment Processing ..... . . . . 119Communication with Forwarding Agent .. . . . . . . . . . . . . . . . . . . . . . . . . .120Transporting Dangerous Goods.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .128
Unit 6: Shipment Monitoring ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137Obtaining Relevant Shipment Information .. . . . . . . . . . . . . . . . . . . . . . .138
Unit 7: Basics of Shipment Costs..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155Introduction to Shipment Cost Processing.. . . . . . . . . . . . . . . . . . . . . . .156
Unit 8: Calculating Shipment Costs ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . 185Shipment Cost Calculation Methods .. . . . . . . . . . . . . . . . . . . . . . . . . . . . .186Additional Functions for Calculating Shipment Costs .. . . . . . . . . .213
Unit 9: Shipment Cost Settlement ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227Steps in Shipment Cost Settlement .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .228
Unit 10: Shipment Costs in the Sales Process..... . . . . . . . . . . . . . . 253Customizing Settings for Billing the Customer .. . . . . . . . . . . . . . . . . .254
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Contents SCM611
Unit 11: Processing Express Delivery Shipment ..... . . . . . . . . . . . 273Using Express Delivery Company .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .274
Appendix 1: Menu Paths ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319
Appendix 2: Transportation User Models ..... . . . . . . . . . . . . . . . . . 325
Appendix 3: Glossary .. ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 337
Appendix 4: Data for Exercise ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 347
Appendix 5: Recommended Follow up Courses ..... . . . . . . . . . 353
Appendix 6: Recommended Follow-Up Activities ..... . . . . . . . 355
Index ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357
vi © 2003 SAP AG. All rights reserved. 07-01-2004
Course OverviewThis course will introduce you to the entire function of transportation andshipment cost processing in the SAP R/3 Enterprise. It also explain howyou can put this function into practice. You will also be able to adapt thesystem to suit your specific transportation and shipment costs processingrequirements.
Target AudienceThis course is intended for the following audiences:
� Members of the project team responsible for transportation processingand shipment cost processing
Course PrerequisitesRequired Knowledge
� SCM600 Processes in Sales and Distribution or� SCM601 Processes in Logistics Execution or� LO020 Processes in Procurement and SCM620 Pricing in SD
Recommended Knowledge
� SCM610 Delivery Processes
Course GoalsThis course will prepare you to:
� Describe the functions and processes in transportation processing andshipment cost processing
� Make the Customizing settings required for transportation processingand shipment cost processing
Course ObjectivesAfter completing this course, you will be able to:
� Describe the role of transportation and shipment cost processingwithin the supply chain
� Define and create inbound and outbound shipments� Calculate and settle shipment costs
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Course Overview SCM611
� Make the necessary Customizing settings to adapt your system tomeet your specific requirements
SAP Software Component InformationThe information in this course pertains to the following SAP SoftwareComponents and releases:
viii © 2003 SAP AG. All rights reserved. 07-01-2004
Unit 1Basics of Transportation Processing
Unit OverviewThis unit provides an overview of how shipment is organized withinthe logistics processes. It describes the steps involved in transportationprocessing and shipment cost processing and the structure and functions ofthe shipment document as a central element of transportation processing.It also explains the organizational units relevant to transportationprocessing.
Unit ObjectivesAfter completing this unit, you will be able to:
� Identify shipment as a component of the process chains of logistics� Describe transportation and shipment cost processing� Identify the functions of the shipment document� Describe the structure of the shipment document� Use different screens in the shipment document to process shipments
Unit ContentsLesson: Shipment in Logistics Execution.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2Lesson: Delivery Document in Shipment .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
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Unit 1: Basics of Transportation Processing SCM611
Lesson: Shipment in Logistics Execution
Lesson OverviewThis lesson describes how to identify shipment as a component of theprocess chains of logistics. It also describes transportation and shipmentcost processing.
Lesson ObjectivesAfter completing this lesson, you will be able to:
� Identify shipment as a component of the process chains of logistics� Describe transportation and shipment cost processing
Business ExampleABC Corporation procures, manufactures, and sells computers andcomputer hardware. The company has many vendors and customersacross the world. As the Logistics Manager of the company, you need toorganize shipments for inbound deliveries from vendors and outbounddeliveries to customers. As a result, you need to implement the variousshipping functions for shipments supported by SAP R/3 Enterprise toautomate and simplify the process.
Overview of Logistics Execution
Figure 1: Logistics Execution
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SCM611 Lesson: Shipment in Logistics Execution
The Logistics Execution (LE) component models the logistics processes ofa company. It covers the entire process chain from the vendor through thewarehouses, production facilities, and distribution centers to the customer.
The logistics processes include:
� The goods receipt process: Includes goods pickup from the vendorand put away.
� The goods issue process: Includes picking and outbound delivery ofthe goods to the customer.
� Internal warehouse process: Includes posting changes, stocktransfers, and inventory.
� The transportation process: Includes inbound and outboundshipments and shipment cost calculation and settlement.
Shipments in SAP R/3 Enterprise
Figure 2: Shipments in SAP R/3 Enterprise
A shipment is a collection of inbound or outbound deliveries that areshipped together. As a result, the inbound or outbound deliveries of theshipment have the same shipping conditions.
Effective transportation processing is required so that deliveries areshipped on time and received on schedule at the customer�s site.
The SAP R/3 Enterprise transportation application component providesvarious functions to process transportation and shipment costs for goodsissues and goods receipts.
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Unit 1: Basics of Transportation Processing SCM611
Figure 3: Shipments in Logistics Execution
Inbound shipments are an integral part of the process chain inProcurement (MM Purchasing) and are processed based on inbounddeliveries.
The basis of the procurement process is the purchase order. Thesubsequent document is the inbound delivery that is used by the vendorto confirm the delivery. The inbound delivery is an SAP R/3 Enterprisedocument and is created with reference to the purchase order.
The inbound delivery is the basis for creating the inbound shipment, thatis, transporting the ordered goods from the vendor to the company�s plant.
Goods receipt is then posted. Invoice verification completes thepurchasing process.
Outbound shipments are part of the Sales and Distribution (SD) processand are processed based on outbound deliveries.
The basis of the Sales and Distribution process is the sales order. Thesubsequent document is the outbound delivery, which documents theshipping of the goods.
The outbound delivery is the basis for creating the outbound shipment,that is, transporting the goods from the company�s plant to the customer.
The goods issue is posted and the invoice is created.
Shipments can also be used for stock transfers between plants.
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SCM611 Lesson: Shipment in Logistics Execution
Transportation and Shipment Cost Processing
Figure 4: Transportation and Shipment Cost Processing in Detail
SAP R/3 Enterprise transportation and shipment cost processing includestransportation processing, shipment cost calculation, and shipment costsettlement.
A shipment document is created based on the inbound or outbounddeliveries.
Other shipment processing activities include shipment planning andcompletion. As a result, the tasks are associated with both planning andexecuting.
Various tools are available to support shipment monitoring duringplanning and execution. These tools include lists, graphical transportationinformation, and the TIS.
Shipment cost processing begins with the creation of the shipment costdocument.
The shipment costs are automatically calculated in this document.
The costs are transferred so that accruals can be posted and assignmentsmade in Controlling (CO).
Settlement is completed with the service agents through the payment ofthe invoice or creation of a credit memo.
You can copy the costs of the shipment, which are calculated in theshipment cost document, into the customer billing documents. As a result,you can include the costs of transportation in the invoice to the customer.
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Unit 1: Basics of Transportation Processing SCM611
Lesson Summary
You should now be able to:� Identify shipment as a component of the process chains of logistics� Describe transportation and shipment cost processing
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SCM611 Lesson: Delivery Document in Shipment
Lesson: Delivery Document in Shipment
Lesson OverviewThis lesson describes the functions and the structure of shipmentdocuments. It also explains how to use various screens in the shipmentdocument to process shipments.
Lesson ObjectivesAfter completing this lesson, you will be able to:
� Identify the functions of the shipment document� Describe the structure of the shipment document� Use different screens in the shipment document to process shipments
Business ExampleABC Corporation procures, manufactures, and sells computers andcomputer hardware. The company has many vendors and customersacross the world. The company wants to implement the various shippingfunctions for shipments supported by SAP R/3 Enterprise to automateand simplify the shipping process.
As the Logistics Manager of the company, you need to evaluate the use ofdelivery documents to different application areas in shipping.
Functions of the Shipment Document
Figure 5: The Shipment Document and its Functions
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Unit 1: Basics of Transportation Processing SCM611
The shipment document is the central document that is used to modelshipments in the SAP R/3 Enterprise. The shipment document contains theinformation required to organize and carry out a shipment.
The shipment document provides the following functions:
� Combines inbound deliveries to form inbound shipments� Combines outbound deliveries to form outbound shipments� Assigns service agents, modes of transport, and shipment types� Plans and monitors deadlines� Specifies shipment stages� Ensures cross-delivery packing and creates handling units� Creates output and shipping papers� Records shipment-relevant text� Records partner information� Estimates the freight cost� Performs shipment tendering
Structure of the Shipment Document
Figure 6: Structure of the Shipment Document
The shipment document contains general data that applies to the wholedocument, such as shipment type, transportation planning point, route,deadlines, and status information. This information is displayed in theshipment header.
Since the shipment is a collection of inbound or outbound deliveries thatare shipped together, the items of the shipment correspond exactly tothe inbound deliveries and outbound deliveries in the case of inboundshipments and outbound shipments, respectively.
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SCM611 Lesson: Delivery Document in Shipment
Figure 7: Overview of the Shipment Document
In the shipment document, there are several screens to process theshipment.
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Unit 1: Basics of Transportation Processing SCM611
Lesson Summary
You should now be able to:� Identify the functions of the shipment document� Describe the structure of the shipment document� Use different screens in the shipment document to process shipments
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10 © 2003 SAP AG. All rights reserved. 07-01-2004
SCM611 Unit Summary
Unit SummaryYou should now be able to:� Identify shipment as a component of the process chains of logistics� Describe transportation and shipment cost processing� Identify the functions of the shipment document� Describe the structure of the shipment document� Use different screens in the shipment document to process shipments
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SCM611 Test Your Knowledge
Test Your Knowledge
1. is completed with the service agents throughthe payment of the invoice or creation of a credit memo.Fill in the blanks to complete the sentence.
2. What are the tools available to support shipment monitoring duringplanning and execution?
3. A shipment document is not used for cross-delivery packing andcreating handling units.Determine whether this statement is true or false.□ True□ False
4. What are the components of the general data in the shipmentdocument?
5. Which one of these is a screen for transportation planning?Choose the correct answer(s).□ A Output for shipment□ B Shipments and deliveries□ C Means of transportation and packaging material□ D Overview of the current shipment
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Test Your Knowledge SCM611
Answers
1. Settlement is completed with the service agents through the paymentof the invoice or creation of a credit memo.
Answer: Settlement
2. What are the tools available to support shipment monitoring duringplanning and execution?
Answer: Lists, graphical transportation information, and the TIS arethe tools that support shipment monitoring.
3. A shipment document is not used for cross-delivery packing andcreating handling units.
Answer: False
A shipment document performs cross-delivery packing and createshandling units.
4. What are the components of the general data in the shipmentdocument?
Answer: The components of the general data in the shipmentdocument are shipment type, transportation planning point, route,deadlines, and status information.
5. Which one of these is a screen for transportation planning?
Answer: B
Shipments and deliveries is the screen used for transportationplanning.
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Unit 2Controlling Transportation
Unit OverviewThis unit describes the various control elements that influence thefunctions and processes involved in transportation processing. Itexplains the existing control elements, such as the shipment type, andtransportation relevance of deliveries. It also explains how to make thenecessary Customizing settings to control transportation.
Unit ObjectivesAfter completing this unit, you will be able to:
� Identify the standard shipment types� Explain various control parameters for shipment types� Set the transportation relevance for delivery types, delivery items,
and routes
Unit ContentsLesson: Configuration for Transportation .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Exercise 1: Controlling Transportation.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
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Unit 2: Controlling Transportation SCM611
Lesson: Configuration for Transportation
Lesson OverviewThis lesson describes the standard shipment types. It explains variouscontrol parameters for the shipment type and describes how to settransportation relevance for delivery types, delivery items, and routes.
Lesson ObjectivesAfter completing this lesson, you will be able to:
� Identify the standard shipment types� Explain various control parameters for shipment types� Set the transportation relevance for delivery types, delivery items,
and routes
Business ExampleABC Corporation procures, manufactures, and sells computers andcomputer hardware. The company has many vendors and customersacross the world. As the Logistics Manager in the company, you handlevarious types of shipments involving different means of transport. Forexample, you group outbound deliveries from Hamburg to customers insouth Germany to form one truck shipment. From Dresden, it is cheap todrive to only one destination with a shipment. For overseas shipments tothe United States, transportation chains are formed.
As a result, you need to define various controlling elements for shipmentsbased on your requirements.
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SCM611 Lesson: Configuration for Transportation
Shipment Types
Figure 8: Examples of Transportation Scenarios
A company can use different transportation scenarios, which arecharacterized by different processing types or means of transport.
To model several types of shipments, you can define the shipment typesin Customizing.
Figure 9: Shipment Type
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Unit 2: Controlling Transportation SCM611
The shipment type controls elements in the shipment document andrepresents a particular processing type for a shipment.
Shipment type settings include:
� The leg determination type, for example, automatic leg determination.� The completion type, for example, loaded outbound shipment, and
inbound shipment.� The processing control, for example, collective shipment using one
mode of transport.� The service level, for example, general cargo and grouped load.� The shipping type, for example, truck, train, or mail.� The leg indicator, for example, preliminary leg, subsequent leg, or
direct leg.� Copying data from preceding documents, for example, forwarding
agent and route, if unique.� Output, text, and partner determination procedures.� Default values for the shipment document, for example, weight and
volume unit and planning profile.� Settings that automatically generate items in a delivery document for
handling units created within a shipment.
You can define your own shipment types to meet your own shipmentrequirements.
Figure 10: Individual Shipment
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SCM611 Lesson: Configuration for Transportation
An individual shipment has the following characteristics:
� One or more inbound or outbound deliveries are involved in theshipment.
� There is one single point of departure and single destination.� In most cases, only one mode of transport is used.� A shipment document is created.
In the standard system, shipment type 0001 is predefined. Importantcontrol parameters in Customizing include:
� Completion type: 1 = Loaded outbound shipment� Processing control: 1 = Individual shipment using one mode of
transport� Leg indicator: 4 = Direct leg
Figure 11: Collective Shipment
A collective shipment has the following characteristics:
� One or more inbound or outbound deliveries are involved in theshipment.
� There are one or more points of departure and one or moredestinations.
� In most cases, only one mode of transport is used.� A shipment document is created.
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Unit 2: Controlling Transportation SCM611
In the standard system, shipment type 0002 is predefined. Importantcontrol parameters in Customizing include:
� Completion type: 1 = Loaded outbound shipment� Processing control: 3 = Collective shipment using one mode of
transport� Leg indicator: 4 = Direct leg
Transportation Chain
Figure 12: Transportation Chain
A transportation chain supports the shipment of inbound or outbounddeliveries for which several modes of transport are to be used. This meansthat the deliveries are involved in various shipments.
A transportation chain has the following characteristics:
� One or more deliveries in several shipments� One or more points of departure and one or more destinations� Various modes of transport� Several shipment documents, such as preliminary legs, main leg, and
subsequent legs, and special shipment types
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SCM611 Lesson: Configuration for Transportation
Example of a transportation chain:
� The computer manufacturer ships deliveries from Dresden andHamburg to Boston and Philadelphia.
� The deliveries from Dresden and Hamburg are shipped separately bytruck or rail to Rotterdam: Leg indicator 1 = Preliminary leg.
� In Rotterdam, the deliveries are loaded together and shipped to NewYork: Leg indicator 2 = Main leg.
� In New York, the deliveries are again shipped separately by truck toBoston and by rail to Philadelphia: Leg indicator 3 = Subsequent leg.
Transportation Relevance
Figure 13: Transportation Relevance
The transportation relevance of the delivery type, the delivery itemcategory, and the route in the delivery controls whether or not a shipmentcan be created.
To create a shipment, the delivery type must be set as relevant fortransportation.
Similarly, at least one delivery item category in the delivery must berelevant for transportation.
The outbound delivery must contain a route that is relevant fortransportation. This does not apply to inbound deliveries. A route isdefined as the connection between a point of departure and a destinationpoint with several possible points in between.
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Unit 2: Controlling Transportation SCM611
For outbound deliveries, if the Route, Delivery Type, and Item Categoryare relevant for transportation, the delivery has transportation planningstatus A, which means that the delivery document is relevant fortransportation. Because inbound deliveries do not have a route codeassigned, only the delivery type and item category must be relevant fortransportation so that the transportation planning status is set to A.
You set transportation relevance in Customizing for Transportation.
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22 © 2003 SAP AG. All rights reserved. 07-01-2004
SCM611 Lesson: Configuration for Transportation
Exercise 1: Controlling Transportation
Exercise ObjectivesAfter completing this exercise, you will be able to:� Define the shipment type control elements� Describe the various shipment types� Check transportation relevance
Business ExampleAs the Logistics Manager, you need to familiarize yourself with theshipment types and their control elements. You also need to check andmake sure that the shipment types defined in the system meet yourrequirements.
You also need to ensure, that the shipments are created for some of yourcompany�s delivery types, but not for others by checking the settings fortransportation relevance in the system.
Caution: For the following exercises, only display the settings. Donot change them.
If you want to test your own settings, copy an existing shipmenttype and change the copy only.
Task 1:Using the control elements, check whether the predefined shipment type0010 (inbound shipment) meets your requirements.
1. How can you identify that this is an inbound shipment?
2. Your inbound shipments are handled by truck. Make sure that thissetting is correct. Which indicator is responsible for this?
3. The inbound shipment should not be part of a transportation chain.In other words, inbound deliveries are involved in only one inboundshipment before arriving at the destination. How is this controlled?
Task 2:Now, check the collective shipment by road (shipment type 0002).
1. What are the settings of the following indicators? Make sure youunderstand what they mean.
ShpmtComplType:
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Unit 2: Controlling Transportation SCM611
___________________________________
ProcessControl:
___________________________________
Leg indicator:
___________________________________
Leg determination:
___________________________________
Adopt route:
___________________________________
Pick check:
___________________________________
Task 3:Ensure that the transportation relevance is set correctly for the differentoperations relevant for transportation in your company.
1. The following delivery types are used in your company. Check thatthese types are set as relevant for transportation in the system. But donot change the settings.
Delivery LF
Returns delivery LR
Del. for stock trans. UL
Shpg notif. EL
2. Determine whether or not the frequently used routes from theHamburg region to the Frankfurt and Stuttgart regions (R00025 andR00030) are relevant for transportation processing.
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SCM611 Lesson: Configuration for Transportation
Solution 1: Controlling TransportationTask 1:Using the control elements, check whether the predefined shipment type0010 (inbound shipment) meets your requirements.
1. How can you identify that this is an inbound shipment?
a) Controlling the shipment type 0010 (inbound shipment):
IMG: Logistics Execution → Transportation → Shipments →Define Shipment Types
Select inbound shipment 0010 and choose Details.
Inbound shipment:
Shipment completion type field: Loaded inbound shipment
2. Your inbound shipments are handled by truck. Make sure that thissetting is correct. Which indicator is responsible for this?
a) Transportation by truck:
Shipping type field: 01 Truck
3. The inbound shipment should not be part of a transportation chain.In other words, inbound deliveries are involved in only one inboundshipment before arriving at the destination. How is this controlled?
a) Not part of a transportation chain:
Leg indicator field: Direct leg
Task 2:Now, check the collective shipment by road (shipment type 0002).
1. What are the settings of the following indicators? Make sure youunderstand what they mean.
ShpmtComplType:
___________________________________
ProcessControl:
___________________________________
Leg indicator:
___________________________________
Leg determination:
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Unit 2: Controlling Transportation SCM611
___________________________________
Adopt route:
___________________________________
Pick check:
___________________________________
a) Controlling the shipment type 0002 (collective shipment � road):
IMG: Logistics Execution → Transportation → Shipments →Define Shipment Types
Select inbound shipment 0002 and choose Details.
ShpmtComplType: Loaded outbound shipment
ProcessControl: Collective shipment using one mode oftransport
Leg indicator: Direct leg
Determine legs: Legs determined according to departure pointand itinerary
Adopt route: Adopt all stages
Pick check: No check regarding full picking
Task 3:Ensure that the transportation relevance is set correctly for the differentoperations relevant for transportation in your company.
1. The following delivery types are used in your company. Check thatthese types are set as relevant for transportation in the system. But donot change the settings.
Delivery LF
Returns delivery LR
Del. for stock trans. UL
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SCM611 Lesson: Configuration for Transportation
Shpg notif. EL
a) Check transportation relevance:
IMG: Logistics Execution → Transportation → Shipments →Maintain transportation Relevance
Transportation relevance for delivery types:
Activity: Maintain transportation relevance for delivery types
Delivery LF 9
Returns delivery LR
Del. for stock trans. UL
Shipping notif. EL 9
2. Determine whether or not the frequently used routes from theHamburg region to the Frankfurt and Stuttgart regions (R00025 andR00030) are relevant for transportation processing.
a) Transportation relevance for routes:
Activity: Maintain transportation relevance for routes
R00025 and R00030 are relevant for transportation.
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Unit 2: Controlling Transportation SCM611
Lesson Summary
You should now be able to:� Identify the standard shipment types� Explain various control parameters for shipment types� Set the transportation relevance for delivery types, delivery items,
and routes
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28 © 2003 SAP AG. All rights reserved. 07-01-2004
SCM611 Unit Summary
Unit SummaryYou should now be able to:� Identify the standard shipment types� Explain various control parameters for shipment types� Set the transportation relevance for delivery types, delivery items,
and routes
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SCM611 Test Your Knowledge
Test Your Knowledge
1. Shipment type settings include output, text, and partnerdetermination procedures.Determine whether this statement is true or false.□ True□ False
2. What are the important control parameters in collective shipmenttype 0002?
3. For inbound deliveries route, delivery type, and item category mustbe relevant for transportation.Determine whether this statement is true or false.□ True□ False
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Test Your Knowledge SCM611
Answers
1. Shipment type settings include output, text, and partnerdetermination procedures.
Answer: True
Shipments type settings include output, text, and partnerdetermination procedures.
2. What are the important control parameters in collective shipmenttype 0002?
Answer: The important control parameters in collective shipmenttype 0002 are completion type: 1, processing control: 3, and legindicator: 4.
3. For inbound deliveries route, delivery type, and item category mustbe relevant for transportation.
Answer: False
Since inbound deliveries do not have a route code assigned, only thedelivery type and item category must be relevant for transportation.
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32 © 2003 SAP AG. All rights reserved. 07-01-2004
Unit 3Creating Shipments
Unit OverviewThis unit explains the various ways of generating shipment documentsin the system. It also explains how to create shipments in the system,manually, using planning proposals, collective processing, or an externaltransportation planning system.
Unit ObjectivesAfter completing this unit, you will be able to:
� Identify the selection criteria to create shipments in SAP R/3Enterprise
� Use the information relevant for transportation in the order� Create shipments manually without the planning proposal� Create shipments manually using the planning proposal� Define planning profiles to create shipments� Create shipments using collective processing� Create shipments using the Transportation Planning Systems (TPS)
Unit ContentsLesson: Criteria for Creating Shipments ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Lesson: Options for Creating Shipments .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Exercise 2: Creating Shipments Manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Exercise 3: Creating Shipments Using Collective Processing ... . . . . . 57
07-01-2004 © 2003 SAP AG. All rights reserved. 33
Unit 3: Creating Shipments SCM611
Lesson: Criteria for Creating Shipments
Lesson OverviewThis lesson describes how to identify the possible selection criteria inSAP R/3 Enterprise to create shipments. It also explains how to use theinformation relevant for transportation in the order.
Lesson ObjectivesAfter completing this lesson, you will be able to:
� Identify the selection criteria to create shipments in SAP R/3Enterprise
� Use the information relevant for transportation in the order
Business ExampleABC Corporation procures, manufactures, and sells computers andcomputer hardware. The company has many vendors and customersacross the world.
As the Logistics Manager of the company, you organize shipments forinbound deliveries from vendors and outbound deliveries to customersaccording to the requirements. For example, all outbound deliveriesthat have the same route and means of transport are shipped together.Sometimes, an employee enters the means of transport in the order.
Therefore, you want to evaluate the various selection criteria in SAP R/3Enterprise to group inbound or outbound deliveries to form shipments.
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SCM611 Lesson: Criteria for Creating Shipments
Selection Criteria in SAP R/3 Enterprise
Figure 14: Example Scenarios to Create Shipments
Shipments are collections of inbound or outbound deliveries that areshipped together. The inbound or outbound deliveries have the sameshipping conditions.
Because these shipping conditions differ according to companyrequirements, there are numerous criteria in the SAP R/3 Enterprise thatyou can use to group inbound or outbound deliveries to form shipments.These criteria are known as selection criteria.
Examples of selection criteria include:
� Destination: Indicated by ship-to party, location, zip code, country,and plant
� Point of departure: Indicated by shipping point, warehouse number,dock door, and vendor
� Due date: Indicated by transportation planning date, delivery date,loading date, and delivery priority
� Transportation planning: Indicated by route, Incoterms, shippingtype, and forwarding agent
� Other information relevant for transportation from the order ordelivery: Means of transport, means of transport category, andhandling units.
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Unit 3: Creating Shipments SCM611
Figure 15: Information Relevant for Transportation in the Order
You can enter information relevant for transportation in the order. Thisallows you to store, for each order item, agreements made with thecustomer about transportation (shipping detail screen).
The following information is available:
� Means of transport: Indicates the specific vehicle type with whichthe goods are to be transported, such as 20t truck or bulk container.Material master records with aMaterial Type of Packaging Material aremaintained for the means of transport.
� Means of transport type: Indicates the category of the vehicle /means of transport, such as truck, container, or ship. The means oftransport type groups the means of transport at a high level. TheMeans of transport type is defined in the Define Material Group forPackaging Materials table in customizing.
� Shipping type: You can use this to define the characteristics of themode of transport, such as road, rail, or sea.
� Special processing indicator: Indicates whether there are any specialrequirements to be met, such as express delivery.
You can also define the same data in the header of the delivery documenton the tab page titled Shipment.
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SCM611 Lesson: Criteria for Creating Shipments
Figure 16: Copying Information Relevant for Transportation
The information relevant for transportation is copied from the order to theoutbound delivery header. This information provides the split criteria foroutbound deliveries. For example, you cannot combine two order itemsthat have different shipping types to form an outbound delivery.
You can adapt the data transfer and split criteria using the copy controlfor order to delivery.
You can use the information relevant for transportation as selectioncriteria when you create shipments. For example, you can choose tocombine outbound deliveries having truck as the means of transport typeand small transporter as the means of transport to form one shipment.
You can also copy the information from the outbound deliveries to theshipment if the outbound delivery is unique. For the means of transport,a handling unit is created in the shipment again, only if it is unique. Thetransfer occurs if the Planned status is set. To do this, you need to select anappropriate copy routine in the shipment type in Customizing.
When the shipments are planned, the system also checks the capacityof the means of transport. If the capacity exceeds the limits, a warningmessage appears.
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Unit 3: Creating Shipments SCM611
Lesson Summary
You should now be able to:� Identify the selection criteria to create shipments in SAP R/3
Enterprise� Use the information relevant for transportation in the order
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SCM611 Lesson: Options for Creating Shipments
Lesson: Options for Creating Shipments
Lesson OverviewThis lesson explains how to create shipments manually without usingthe planning proposal and using the planning proposal. It also describeshow to define planning profiles to create shipments. It explains how tocreate shipments using collective processing and using the TransportationPlanning Systems (TPS).
Lesson ObjectivesAfter completing this lesson, you will be able to:
� Create shipments manually without the planning proposal� Create shipments manually using the planning proposal� Define planning profiles to create shipments� Create shipments using collective processing� Create shipments using the Transportation Planning Systems (TPS)
Business ExampleABC Corporation procures, manufactures, and sells computers andcomputer hardware. The company has many vendors and customersacross the world. As the Logistics Manager of the company, you need toorganize shipments for inbound deliveries from vendors and outbounddeliveries to customers. As a result, you want to use the various optionsavailable in SAP R/3 Enterprise to create shipments to simplify the tasksinvolved.
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Unit 3: Creating Shipments SCM611
Overview of the Options for Creating Shipments
Figure 17: Options for Creating Shipments
� SAP R/3 Enterprise creates shipments in several ways of creatingshipments:
� You can create shipments manually using the Create shipmentfunction. You can select deliveries due for shipping using severalselection criteria and create the documents manually.
� You can also use a planning proposal to create shipments. The systemautomatically combines the deliveries into shipments according tothe rules specified in the planning proposal.
� The system can also create shipments automatically. To do this,you use a collective processing run that is executed online or inbatch mode. The system creates one or more shipment documentsaccording to different processing rules.
� If the shipments are created and optimized by an externaltransportation planning system, such as APO TP/VS, you can link tothis system using an interface.
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SCM611 Lesson: Options for Creating Shipments
Creating Shipments Manually
Figure 18: Creating Shipments Manually
You use the Create Shipment function to determine all the deliveries due forshipment within a transportation planning point and create the shipmentdocuments online.
Deliveries that are due for shipping are relevant for transportation andhave transportation planning status, A or B.
First, you select the inbound or outbound deliveries for which you wantto create shipments. To simplify the selection procedure, you can defineselection variants and if necessary, store the variants for each shipmenttype in Customizing.
The selected delivery documents are then listed in the transportationplanning screen. You can then manually assign shipments and continueprocessing them.
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Unit 3: Creating Shipments SCM611
Figure 19: Creating Shipments with Planning Proposal
You can use the planning proposal when you create shipments manually.
This function allows the transportation planner to simplify and automatemanual planning.
You select the deliveries due for transportationmanually, as you do whenyou create the shipments manually. You can then choose the planningproposal and the system combines the selected deliveries automatically inshipments and completes them with data.
Unlike collective processing, you can change and edit these shipmentsbefore they are saved.
Figure 20: Planning Profile
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SCM611 Lesson: Options for Creating Shipments
The planning proposal is created from a planning profile saved inCustomizing in the shipment type.
The planning profile contains a combination profile variant. In thisvariant, you establish the criteria to be used to combine the selecteddeliveries to form shipments.
The planning profile also contains a data profile variant. In the dataprofile, you define which data should be entered into the shipments youhave created. For example, you could copy shipment and shipping type,service agent, identification or dates.
The values proposed by the planning profile can be changed duringprocessing.
You can use the same variants for a planning profile as for collectiveprocessing because the planning profile is a variant of collective processingto create shipments.
Creating Shipments Using Collective Processing
Figure 21: Creating Shipments Using Collective Processing
The system can automatically create shipments either in the foregroundor in the background.
You can use collective processing to:
� Create inbound, individual, or collective shipments.� Make a full truck load, that is, define one shipment for each delivery.� Create parts of a transportation chain or an entire transportation
chain.
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Unit 3: Creating Shipments SCM611
The system uses the shipment list that contains all deliveries relevant fortransportation to automatically select deliveries and create the requiredshipments. You must specify rules that determine shipment processing.These rules include:
� The type of the shipments� The selection of the deliveries� The creation of the shipments, for example, grouping deliveries,
data, and options� The saving of the shipments� The processing log
In SAP R/3 Enterprise, the rules are specified by creating �variants�.
Figure 22: Processing Rules for Collective Processing
In the first step (Default settings), you determine whether or not thesystem should create inbound or outbound shipments. All other entryoptions depend on this selection.
In the Select deliveries section, you enter the criteria by which deliveriesare selected to be processed in a collective processing run. To do this, youcan enter the name of an existing selection variant, maintain an existingvariant or create a new variant.
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SCM611 Lesson: Options for Creating Shipments
Using the Combination criteria option, you determine which rules are tobe applied to allocate the selected deliveries to shipments. In addition, youcan determine the order of the deliveries within the shipments and theitinerary. You can also specify the minimum and maximum capacity limits.
Under the Data and options, you specify which data is to be included inthe shipments created.
You can also specify if a shipment is to be saved when errors occur,for example, always save data, do not save if warning/error, never save(simulation).
Finally, you need to specify thetype of log that should be created duringcollective processing, for example, normal log, detailed log, very detailedlog.
Creating Shipments Using Transportation Planning
Figure 23: Transportation Planning Using a Subsystem
To meet special customer requirements for efficient and optimizedtransportation planning, you can use the LE-TPS interface between theSAP R/3 Enterprise and one or more specialized external NON-APO TPS.
The APO Transportation Planning/Vehicle Scheduling (TP/VS) componentdoes not require IDocs to transfer data between the SAP R/3 Enterpriseand APO systems.
To plan shipments using an external system, the system selects a set ofdeliveries to be shipped in SAP R/3 Enterprise and sends the deliveriesto the planning system through the interface. The planning system then
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Unit 3: Creating Shipments SCM611
combines the deliveries to form shipments according to optimizationcriteria. The shipments are transferred back to SAP R/3 Enterprise throughthe interface, which triggers the generation of the shipment documents.
The transportation planning system combines and changes the shipments.All other processing tasks for the shipment, such as printing documentsand reporting the start of shipment, are performed in SAP R/3 Enterpriseusing standard document processing functions.
You link the external system to SAP R/3 Enterprise by assigning it to atransportation planning point.
Communication between the systems is based on ALE technology andthe transmission of IDocs.
Normally, data transfer is initiated by output determination for deliveries.You must first define a corresponding output type (TPS0 as template) forthe transportation planning point.
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SCM611 Lesson: Options for Creating Shipments
Exercise 2: Creating Shipments Manually
Exercise ObjectivesAfter completing this exercise, you will be able to:� Select transportation-relevant inbound and outbound deliveries for
shipments� Create shipments manually� Create shipments using the planning proposal
Business ExampleIn certain cases, the transportation planner manually creates inboundshipments from different vendors to the Hamburg plant.
As a Logistics Manager of your company, you need to use a planningproposal to create outbound shipments from the Hamburg plant tosimplify the work of the transportation planner.
You also need to test these scenarios and create a single shipment andoutbound collective shipments.
Task 1:In the Hamburg transportation planning point, you create shipments fromyour vendors in Germany to your Hamburg plant.
1. Create an inbound shipment. To do this, choose transportationplanning point 1000 and the shipping type inbound shipment. Selectall inbound deliveries due to be shipped using:
Vendor: T-S11F## and T-S11H##
Delivery date: Today minus 7 days until the end of the month
Hint: To make your selection using the two vendors, usemultiple selection (the arrow pointing right at the end of theline).
2. The inbound delivery to plant 1200 (Dresden) should not be includedin the shipment. Move this delivery to the lower section of theDeliveries not assigned screen.
3. Now save the shipment and note the document number. Record theshipment number on line 4 of your Transaction Data Sheet.
4. *Optional
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Unit 3: Creating Shipments SCM611
Change the current display variant for the upper half of the Shipmentsand deliveries screen by selecting one or more fields from the HiddenFields list to meet your requirements. Then save the variant underyour group number.
Task 2:In many cases, the sales employee records in the sales order any specialrequirements to transport the goods or defines the required means oftransport.
1. Display the order with the purchase order number ##-SCM611-03.
Display the means of transport and the special processing indicatorfor each item.
1. Item MeansTransp.: ___________________________
Spec. processing: ___________________________
2. Item MeansTransp.: ___________________________
Spec. processing: ___________________________
2. Go to the document flow for the order. How manyoutbound deliveries have been created? Why?_____________________________________________
Task 3:For the outbound deliveries from the Hamburg plant, you createshipments using a planning proposal. You should identify any deliveriesfor which the means of transport has already been defined in the order,and for the other orders, you need to copy the means of transport from theoutbound deliveries into the shipments.
1. You create the shipments in the transportation planning point inHamburg (1000). You use the shipment type for collective shipmentsby road (0002). First select the outbound deliveries to be included inthe shipment.
Shipping point: Z0##
Delivery date: Today�s date minus 7 days until the end of the month
2. Move the Frankfurt address delivery that has a weight of 259.500KGto the Deliveries not assigned section.
3. Now select all these outbound deliveries and choose the planningproposal.
Which planning profile is proposed? Where does it come from?
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SCM611 Lesson: Options for Creating Shipments
______________________________________________
4. Display the combination profile by choosing Change. Which criteriaare used to combine the outbound deliveries? Do not change thesettings.
_____________________________________
5. Display the data profile. What data is assigned to the createdshipments?
_____________________________________________
6. Now execute the planning proposal. How many shipments arecreated? Why?
______________________________________________
Go to the overview for each shipment and check whether or not therequired information has been copied from the data profile.
Select the shipment label $0001 and delete it using the Remove fromWorklist icon.
Save the remaining shipments and note the document numbers.
Destinations Routes Shipment number
Record the shipment document numbers on lines 5, 6, and 7 of yourTransaction Data Sheet. Make sure that you record each shipmentnumber on the line matching the itinerary of the shipment.
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Unit 3: Creating Shipments SCM611
Solution 2: Creating Shipments ManuallyTask 1:In the Hamburg transportation planning point, you create shipments fromyour vendors in Germany to your Hamburg plant.
1. Create an inbound shipment. To do this, choose transportationplanning point 1000 and the shipping type inbound shipment. Selectall inbound deliveries due to be shipped using:
Vendor: T-S11F## and T-S11H##
Delivery date: Today minus 7 days until the end of the month
Hint: To make your selection using the two vendors, usemultiple selection (the arrow pointing right at the end of theline).
a) Create an inbound shipment manually:
Logistics Execution → Transportation → TransportationPlanning → Create → Single Documents
Transportation planning point: 1000 (Trsp. Hamburg Truck)
Shipment type: inbound shipment (0010).
Edit → Select further deliveries
Vendors: T-S11F## and T-S11H## To make a multiple selection,choose the arrow pointing to the right at the end of the line, andenter both vendors as single values. Choose Copy.
Delivery date: Today minus 7 days until the end of the month
Choose Execute.
2. The inbound delivery to plant 1200 (Dresden) should not be includedin the shipment. Move this delivery to the lower section of theDeliveries not assigned screen.
a) Move inbound delivery to plant 1200.
Use drag and drop to move the inbound delivery to the lowerhalf of the screen under Deliveries not assigned.
3. Now save the shipment and note the document number. Record theshipment number on line 4 of your Transaction Data Sheet.
a) Save the shipment. Record the shipment number on line. 4 ofyour Transaction Data Sheet.
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SCM611 Lesson: Options for Creating Shipments
4. *Optional
Change the current display variant for the upper half of the Shipmentsand deliveries screen by selecting one or more fields from the HiddenFields list to meet your requirements. Then save the variant underyour group number.
a) *Optional
Change and save the display variant:
Call the document in change mode:
Logistics Execution → Transportation → TransportationPlanning → Change → Single Documents → Shipments anddeliveries
In the upper half of the screen, choose the Current display varianticon.
Select your required display fields and their position and length.
Choose Copy to transfer the settings.
Choose Save display variant and in the dialog box, enter a name(A##) and a description for the variant.
To access your variant in the future, choose Select display variant.
Task 2:In many cases, the sales employee records in the sales order any specialrequirements to transport the goods or defines the required means oftransport.
1. Display the order with the purchase order number ##-SCM611-03.
Display the means of transport and the special processing indicatorfor each item.
1. Item MeansTransp.: ___________________________
Spec. processing: ___________________________
2. Item MeansTransp.: ___________________________
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Unit 3: Creating Shipments SCM611
Spec. processing: ___________________________
a) Display information relevant for transportation in a sales order:
Logistics → Sales and Distribution → Sales → Order → Display
Display order:
Purchase order number: ##-SCM611-03
Choose Search and copy the selected order.
Go to the detailed screen for the first item: Shipping tab:
MeansTransp.: TM-100
Spec. processing:
Go to the detailed screen for the second item: Shipping tab:
MeansTransp.: TM-101
Spec. processing: EX
2. Go to the document flow for the order. How manyoutbound deliveries have been created? Why?_____________________________________________
a) Display document flow:
Return to the overview screen
Environment → Display document flow
Two outbound deliveries have been created, since both themeans of transport and the special processing indicator representsplit criteria for the creation of the delivery. In other words,the information relevant for transportation must be unique foreach outbound delivery.
Task 3:For the outbound deliveries from the Hamburg plant, you createshipments using a planning proposal. You should identify any deliveriesfor which the means of transport has already been defined in the order,and for the other orders, you need to copy the means of transport from theoutbound deliveries into the shipments.
1. You create the shipments in the transportation planning point inHamburg (1000). You use the shipment type for collective shipmentsby road (0002). First select the outbound deliveries to be included inthe shipment.
Shipping point: Z0##
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SCM611 Lesson: Options for Creating Shipments
Delivery date: Today�s date minus 7 days until the end of the month
a) Create shipments using the planning proposal:
Logistics Execution → Transportation → TransportationPlanning → Create → Single Documents
Transportation planning point: 1000 (Trsp. Hamburg Truck)
Shipment type: 0002 (Collct. Shipmt. - Road).
Edit → Select further deliveries
Shipping point/receiving point: Z0##
Delivery date: Today minus 7 days until the end of the month
Choose Execute.
2. Move the Frankfurt address delivery that has a weight of 259.500KGto the Deliveries not assigned section.
a) Move the Frankfurt address delivery that has a weight of259.500KG to the Deliveries not assigned section.
3. Now select all these outbound deliveries and choose the planningproposal.
Which planning profile is proposed? Where does it come from?
______________________________________________
a) Choose planning proposal:
Choose the Select all icon.
Edit → Automatic planning → Planning proposal or Choose theCreate planning proposal for selected deliveries icon
Planning profile: 0002-02
The planning profile is assigned to the shipment type inCustomizing.
4. Display the combination profile by choosing Change. Which criteriaare used to combine the outbound deliveries? Do not change thesettings.
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Unit 3: Creating Shipments SCM611
_____________________________________
a) Combination profile:
In the Combination profile section, choose Change.
The outbound deliveries are combined according to shippingpoint, route, means of transport, and special processing indicator.
The routes are grouped; you can determine this by the factthat the arrow pointing to the right at the end of the Route lineis activated (the box is green). This means that the outbounddeliveries are combined according to this group of routes.
Choose Back.
5. Display the data profile. What data is assigned to the createdshipments?
_____________________________________________
a) Data profile:
In the Data profile section, choose Change.
You want to create collective shipments in transportationplanning point 1000. Data:
Service agent: 1058
Leg determination: Should be performed
Choose Back
6. Now execute the planning proposal. How many shipments arecreated? Why?
______________________________________________
Go to the overview for each shipment and check whether or not therequired information has been copied from the data profile.
Select the shipment label $0001 and delete it using the Remove fromWorklist icon.
Save the remaining shipments and note the document numbers.
Destinations Routes Shipment number
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SCM611 Lesson: Options for Creating Shipments
Record the shipment document numbers on lines 5, 6, and 7 of yourTransaction Data Sheet. Make sure that you record each shipmentnumber on the line matching the itinerary of the shipment.
a) Execute the planning proposal:
Choose Execute .
Based on the combination criteria, three shipments were created:
Destinations Routes Shipment numberStuttgart R00030 Document numbers
will varyFrankfurt -Stuttgart - Munich
R00025 R00030R00020
Document numberswill vary
Berlin R00001 Document numberswill vary
Record the shipment document numbers on lines. 5, 6, and 7of your Transaction Data Sheet. Make sure that you recordeach shipment number on the line matching the itinerary ofthe shipment.
All outbound deliveries in the first shipment have routesbelonging to the same group, and they all have the same meansof transport (TM-100).
The outbound delivery in the second shipment belongs to thesame route group but has a different means of transport.
The outbound delivery in the third shipment has a route from adifferent group.
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Unit 3: Creating Shipments SCM611
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SCM611 Lesson: Options for Creating Shipments
Exercise 3: Creating Shipments UsingCollective Processing
Exercise ObjectivesAfter completing this exercise, you will be able to:� Use the shipment worklist to create multiple shipments automatically
Business ExampleIn Dresden, shipments are created automatically using collectiveprocessing.
As the Logistics Manger of the company, you need to perform collectiveprocessing in which you need to create outbound individual shipments forall deliveries that are to be shipped from your shipping point in Dresden.
Task 1:In Dresden, the transportation planning point creates single shipmentsusing collective processing.
Process the shipment worklist for Dresden. Before creating shipments, youmust first define the processing guidelines.
1. First, create a new selection variant called DRESDEN##. Define thisvariant for all selection screens.
The following outbound deliveries should be selected when you usethis variant.
Outbound deliveries from the Dresden shipping point (X0##)Country ofdestination: Germany
Delivery date: Today�s date minus 7 days until the end of the monthExt. identification of delivery: NORMAL (Use capitals).
Give the variant the description Selection##.
2. Since you want to create individual shipments with one destinationper shipment, group the selected outbound deliveries according tothe ship-to party. Enter a variant for the grouping criteria by choosingthe shipping point and the number of the ship-to party as.
The shipment cannot exceed the maximum weight of 7.5 tons.
Give your variant the name DRESDEN## and a variant descriptionof Combination##.
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Unit 3: Creating Shipments SCM611
3. Next, define the data and options for the shipment document. Onceagain, create a variant titled DRESDEN##. Fill in the following fields:
Transportation planning point: Dresden (1200)
Shipment type: Individual shipment � Road (0001)
Service agent: SPEDITRANS Transport GmbH (1106)
External ID 1: RUN##
Status: Planned .
Leg determination is to be carried out.
When the variant is saved enter a variant description of Data##.
Choose Save to save the collective variant. In the screen that appears,enter V## as the Variant Name.
Choose Save.
Choose Back.
Task 2:Carry out collective processing by using the above variants.
If you receive any error or warning messages, you should not save theshipments.
A normal log should be created.
1. How many outbound deliveries were found?
_____________________________________________
2. What shipments were created? Record the shipment documentnumbers on lines 8, 9, 10, and 11 on your Transaction Data Sheet.
_____________________________________________
3. Display one of the shipments that was created and make sure that allthe fields specified in the Data and options variant have been filled in.
Transportation planning point:
_____________________________
Shipment type:
_____________________________
Service agent:
_____________________________
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SCM611 Lesson: Options for Creating Shipments
External ID 1:
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Status:
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Unit 3: Creating Shipments SCM611
Solution 3: Creating Shipments UsingCollective ProcessingTask 1:In Dresden, the transportation planning point creates single shipmentsusing collective processing.
Process the shipment worklist for Dresden. Before creating shipments, youmust first define the processing guidelines.
1. First, create a new selection variant called DRESDEN##. Define thisvariant for all selection screens.
The following outbound deliveries should be selected when you usethis variant.
Outbound deliveries from the Dresden shipping point (X0##)Country ofdestination: Germany
Delivery date: Today�s date minus 7 days until the end of the monthExt. identification of delivery: NORMAL (Use capitals).
Give the variant the description Selection##.
a) Process shipment worklist in Dresden:
Logistics → Logistics Execution → Transportation →Transportation Planning → Create → Collective Processing
Create selection variant:
Selection variant: DRESDEN##.
Choose Maintn .
Enter selection criteria:
Shipping point: X0##
Country of destination: Germany (DE)
Delivery date: Today�s date minus 7 days until the end of themonth
External delivery ID: NORMAL (Use capitals).
Choose the Attributes button, and in the screen that appears,enter Selection## in the Description field.
Choose Save.
Choose Back twice.
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SCM611 Lesson: Options for Creating Shipments
2. Since you want to create individual shipments with one destinationper shipment, group the selected outbound deliveries according tothe ship-to party. Enter a variant for the grouping criteria by choosingthe shipping point and the number of the ship-to party as.
The shipment cannot exceed the maximum weight of 7.5 tons.
Give your variant the name DRESDEN## and a variant descriptionof Combination##.
a) Create variant for combination criteria:
Group criteria: DRESDEN##
Then choose Maintn .
In the Variants: Change Screen Assignment screen, select the Variantfor all selection screens and deselect the line with 1000., ChooseContinue .
Select combination criteria:
Shipping point
Number of ship-to party
Capacity limits:
Max. weight: 7.5 TO
Choose the Attributes button, and in the screen that appears,enter Combination## in the Description field.
Choose Save.
Choose Back.
3. Next, define the data and options for the shipment document. Onceagain, create a variant titledDRESDEN##. Fill in the following fields:
Transportation planning point: Dresden (1200)
Shipment type: Individual shipment � Road (0001)
Service agent: SPEDITRANS Transport GmbH (1106)
External ID 1: RUN##
Status: Planned .
Leg determination is to be carried out.
When the variant is saved enter a variant description of Data##.
Choose Save to save the collective variant. In the screen that appears,enter V## as the Variant Name.
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Unit 3: Creating Shipments SCM611
Choose Save.
Choose Back.
a) Create a variant for data and options:
Data and options: DRESDEN##
Choose Maintn .
Enter the following data in the following fields:
Transport plan Pt: 1200
Shipment type: 0001
Service agent: 1106
External ID 1: RUN##
Status: Planned
Leg determination: Execute leg determination
Choose the Attributes button and in the screen that appears, enterData## in the Description field.
Choose Save.
Choose Back.
Choose Save to save the collective variant. In the screen thatappears, enter V## as the Variant Name.
Choose Save.
Choose Back.
Task 2:Carry out collective processing by using the above variants.
If you receive any error or warning messages, you should not save theshipments.
A normal log should be created.
1. How many outbound deliveries were found?
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SCM611 Lesson: Options for Creating Shipments
_____________________________________________
a) Execute collective processing:
Logistics → Logistics Execution → Transportation →Transportation Planning → Create → Collective Processing
Select the Get Variant icon and then from the list of variants,select your variant. Then select Do not save if warning/error andNormal log.
Then, carry out collective processing by choosing Execute.
Number of selected outbound deliveries:
Four outbound deliveries were found.
2. What shipments were created? Record the shipment documentnumbers on lines 8, 9, 10, and 11 on your Transaction Data Sheet.
_____________________________________________
a) Generated shipments:
Four shipments were created; numbers will vary. Record theshipment document numbers on lines. 8, 9, 10, and 11 on yourTransaction Data Sheet.
3. Display one of the shipments that was created and make sure that allthe fields specified in the Data and options variant have been filled in.
Transportation planning point:
_____________________________
Shipment type:
_____________________________
Service agent:
_____________________________
External ID 1:
_____________________________
Status:
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Unit 3: Creating Shipments SCM611
_____________________________
a) Display shipment:
Place the cursor on one of the created shipments and chooseDisplay document.
Transportation planning point: 1200
Shipment type: Individual Shipment � Road (0001)
Service agent: 1106
External ID 1: RUN##
Status: Planned
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SCM611 Lesson: Options for Creating Shipments
Lesson Summary
You should now be able to:� Create shipments manually without the planning proposal� Create shipments manually using the planning proposal� Define planning profiles to create shipments� Create shipments using collective processing� Create shipments using the Transportation Planning Systems (TPS)
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Unit Summary SCM611
Unit SummaryYou should now be able to:� Identify the selection criteria to create shipments in SAP R/3
Enterprise� Use the information relevant for transportation in the order� Create shipments manually without the planning proposal� Create shipments manually using the planning proposal� Define planning profiles to create shipments� Create shipments using collective processing� Create shipments using the Transportation Planning Systems (TPS)
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SCM611 Test Your Knowledge
Test Your Knowledge
1. The numerous criteria used in SAP R/3 Enterprise to groupinbound or outbound deliveries to form shipments are called
.Fill in the blanks to complete the sentence.
2. When entering information relevant for transportation in the order,you can use Shipping type to define whether there are any specialrequirements to be met such as express delivery.Determine whether this statement is true or false.□ True□ False
3. To determine all deliveries due for shipment within a transportationplanning point and create the shipment documents online you use:Choose the correct answer(s).□ A Create shipment function□ B Planning proposal function□ C Collective processing run□ D External transportation planning system
4. The is a predefined profile inwhich the deliveries are automatically combined into shipments andcompleted with data.Fill in the blanks to complete the sentence.
5. The same variants can be used for a planning profile as for collectiveprocessing when creating shipments.Determine whether this statement is true or false.□ True□ False
6. What are the rules that determine shipment processing?
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Test Your Knowledge SCM611
7. How can the external system be linked to SAP R/3 Enterprise?
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SCM611 Test Your Knowledge
Answers
1. The numerous criteria used in SAP R/3 Enterprise to group inboundor outbound deliveries to form shipments are called selection criteria.
Answer: selection criteria
2. When entering information relevant for transportation in the order,you can use Shipping type to define whether there are any specialrequirements to be met such as express delivery.
Answer: False
When entering information relevant for transportation in the order,you can use Shipping type to define the characteristics of the modeof transport, such as road, rail, or sea. Special processing indicatoris used to indicate whether there are any special requirements tobe met such as express delivery.
3. To determine all deliveries due for shipment within a transportationplanning point and create the shipment documents online you use:
Answer: A
You use the create shipment function to determine all deliveries duefor shipment within a transportation planning point and create theshipment documents online.
4. The planning proposal is a predefined profile in which the deliveriesare automatically combined into shipments and completed with data.
Answer: planning proposal
5. The same variants can be used for a planning profile as for collectiveprocessing when creating shipments.
Answer: True
The same variants can be used for a planning profile as for collectiveprocessing because the planning profile is a variant of collectiveprocessing for creating shipments.
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Test Your Knowledge SCM611
6. What are the rules that determine shipment processing?
Answer: The rules that determine shipment processing are the typeof shipments, selection of deliveries, creation of shipments, saving ofshipments, and the processing log.
7. How can the external system be linked to SAP R/3 Enterprise?
Answer: The external system can be linked to SAP R/3 Enterprise byassigning it to a transportation planning point.
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Unit 4Processing Shipments
Unit OverviewThis unit explains how information and data on organizing and processingthe shipments can be recorded in the document. It also explains thevarious activities involved when the shipment is completed and can leavethe shipping point.
Unit ObjectivesAfter completing this unit, you will be able to:
� Determine shipping stages� Define routes for shipment� Pack and load goods for shipment� Calculate the estimated freight costs� Copy dates from the delivery document to the shipment document� Identify the various transportation output types� Access status information from the shipment document� Define the activity profile in the shipment document� Split deliveries after creating shipments� Change the shipment document after creating the shipment
Unit ContentsLesson: Activities in Shipment Processing ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Exercise 4: Processing Shipments Individually.. . . . . . . . . . . . . . . . . . . . . . . . . 93Exercise 5: Mass Maintenance of Shipment Documents ... . . . . . . . . .109
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Unit 4: Processing Shipments SCM611
Lesson: Activities in Shipment Processing
Lesson OverviewThis lesson describes how to determine the shipping stages and defineroutes for shipment. It explains how to use the various options available inSAP R/3 Enterprise to pack and load goods for shipment. It also explainshow to record various shipment activities in the shipment document.
Lesson ObjectivesAfter completing this lesson, you will be able to:
� Determine shipping stages� Define routes for shipment� Pack and load goods for shipment� Calculate the estimated freight costs� Copy dates from the delivery document to the shipment document� Identify the various transportation output types� Access status information from the shipment document� Define the activity profile in the shipment document� Split deliveries after creating shipments� Change the shipment document after creating the shipment
Business ExampleABC Corporation procures, manufactures, and sells computers andcomputer hardware. The company has many vendors and customersacross the world. As the Logistics Manager of the company, you need toorganize shipments for inbound deliveries from vendors and outbounddeliveries to customers. You also need to complete several organizationalactivities before sending the shipment. As a result, to automate andsimplify the organizational activities involved in shipment processing, youwant to use the various functions available in SAP R/3 Enterprise.
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SCM611 Lesson: Activities in Shipment Processing
Overview of the Activities in Shipment Processing
Figure 24: Functions in Shipment Processing - Scenarios
Depending on the type of shipment, you may need to process the shipmentdocuments created. Using shipment processing in SAP R/3 Enterprise,you can perform these activities and record related information in theshipment document.
Most of the activities are optional. Depending on your requirements, youmay only use some of them.
Some of the information in shipment processing can be determined basedon the shipment type (for example, means of transport) or can be adoptedfrom the deliveries, such as handling units, service agent, route, and routestages. You can change this information manually.
You can determine other data in the shipment document, such asdeadlines, notes, and text.
In Release 4.6C, you can use SAP R/3 Enterprise to display an estimatedfreight cost for the shipment.
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Unit 4: Processing Shipments SCM611
Determining Shipment Stages and Routes
Figure 25: Shipment Stages
Stages contain information about the geographical characteristics of ashipment. This information is frequently used as a basis to calculateshipment costs.
The system differentiates between the following stage types:
� Leg: Connection between a starting point and an end point; thestarting and end points can be a transportation connection point, ashipping point, or an unloading point at the customer�s or vendor�ssite.
� Load transfer point: Location or point where a shipment isloaded/unloaded or transferred from one means of transport toanother.
� Border crossing point: Location or point where a shipment crossesthe border.
For each stage, you can record information, such as the service agent,deadlines, distance, shipment cost relevance, and freight code.
You can also assign the deliveries to the individual stages.
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SCM611 Lesson: Activities in Shipment Processing
Figure 26: Determining the Shipment Stages
There are several ways to determine stages in the shipment document.
� You can manually create the stages on the stage screen of theshipment document. You can use all three types of stages, as required.
� One way of simplifying manual entry of stages is to let the systemautomatically determine the legs. However, this function does notinvolve intelligent route determination.
� Based on simple rules, the system generates only the legs anddetermines the points of departure, the destinations, and someleg-related data, such as shipping type, service agent, legindicator, and shipment cost relevance.
� Using the Determine legs parameter in Customizing for theshipment type, you can control which type of leg determinationis used.
� Another way of simplifying stage determination is to adopt thestages from the route in the shipment document header. In this case,the stages defined in the route are copied. Using the Adopt routeparameter in the shipment type, you can control the stages that areto be adopted.
� This method of determining stages is recommended forrecurring operations because it reduces the amount of manualmaintenance of the stages.
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Unit 4: Processing Shipments SCM611
Figure 27: Automatic Leg Determination
The system provides several automatic leg determination procedures.There are currently six different procedures in the standard system. Youcontrol leg determination using a leg determination indicator, whichis defined for the shipment type.
Example:
Leg determination indicator 1 : Legs determined according to departure pointand itinerary.
The goods are sequentially picked up at the shipping points (pick-upsequence) and then sequentially delivered to the ship-to parties (itinerary).
� The itinerary (the sequence in which the legs are covered) is derivedfrom the sequence of the deliveries in the shipment document.
� The pick-up sequence is derived from the fact that goods thatare unloaded last are loaded first. However, you can change thissequence in a dialog box.
You can trigger automatic leg determination by:
� Initiating leg determination directly on the Stages screen in theshipment document
� Setting the status as Planned in the shipment header
If the leg determination procedures in the standard system do not meetyour requirements, you can activate a customer enhancement (V56SLDET),which lets you create your own leg determination procedure.
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SCM611 Lesson: Activities in Shipment Processing
Figure 28: Route Definition
A route is the journey to be covered between a departure point and adestination.
A route can be defined in detail and can consist of individual stages but itcan also be a destination area.
Similar to a shipment stage, a stage can be a leg, a load transfer point,or a border crossing point.
Example:
The above route consists of five stages: three legs, one load transfer point,and one border crossing point.
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Unit 4: Processing Shipments SCM611
Figure 29: Information in the Route
You define routes in Customizing.
A route can contain information that is important to the shipment, suchas distance, transportation lead time, travel duration, shipping type, andservice agent.
In Release 4.6C, you can specify an allowed total weight in the routedefinition. When this field is entered in a route, a message will bedisplayed for any shipment using the route and having a weight thatexceeds the allowed total weight. The allowed total weight field is notused while processing the order or delivery.
If you define stages for the route, you first need to create starting pointsand destination points for the legs and load transfer points and bordercrossing points to provide transportation connection points.
At the stage level, you can also define information such as distance, serviceagent, leg indicator, shipping type, travel duration, and total duration.
A transportation connection point could, for example, be an airport, arailway station, a harbor, or a border crossing point. However, you canalso use the connection point to refer to a plant, a shipping point, acustomer, or a vendor.
You set transportation relevance for the route in Customizing forTransportation.
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SCM611 Lesson: Activities in Shipment Processing
Figure 30: The Route in the Shipment
You can enter a route in the shipment header. This function is optional.
If you defined stages for the route, and the Adopt stages from route inshipment header parameter is set for the shipment type, the route stages arecopied as shipment stages.
Figure 31: Route Determination
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Unit 4: Processing Shipments SCM611
The system determines the route for each order item. The followingcriteria are considered while determining the route:
� The departure zone of the shipping point or the definition of theshipping point
� The shipping condition of the customer from the customer masterof the sold-to party
� The transportation group of the material from the material master� The transportation zone of the ship-to party from the customer master
of the ship-to party
The route can be redetermined in the outbound delivery. In additionto the above criteria, the weight group of the delivery is considered todetermine the route.
If you are working with routes in the shipment (optional), you can enter adifferent route here. This route must not be identical to one of the routesin the deliveries.
You can also adopt the route from the deliveries into the shipmentdocument if the route is the same for all deliveries. When status is set asPlanned in the shipment document, the route and other information iscopied.
To adopt the route, you must define an appropriate copy routine for theshipment type (in the standard system: routine 2, 7, 11, or 12). The systemdoes not automatically determine the route in inbound deliveries. Youcan enter the route manually in the header of the inbound delivery. Youcan copy the route to the shipment document in the same way as foroutbound deliveries.
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SCM611 Lesson: Activities in Shipment Processing
Packing and Loading
Figure 32: Packaging Materials and Handling Units
For packing, beginning in Release 4.6C, the terms, packaging material andhandling unit, are used. In previous releases, the terms, shipping materialsand shipping unit, are used.
Packaging materials are used to pack goods. There are different types ofpackaging materials. The material can be a packing material such as abox, or a means of transport such as a truck, or a transport equipment,such as a container.
A handling unit is a package that results from packing goods into apackaging material. A handling unit is a combination of goods packed intoa packaging material. A loaded container or truck can also be a handlingunit.
Handling units can be further packed. This is referred to as multi-levelpacking.
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Unit 4: Processing Shipments SCM611
Figure 33: Packing and Loading in Shipments
You can perform packing in deliveries and further pack the existinghandling units within the shipment. For example, you can pack deliveryitems in cartons, which, in turn, can be packed into containers and loadedonto a truck. Basically, the system provides the same functions as forpacking deliveries.
Characteristics of packing from within the shipment:
� Cross-Delivery Packing� Packing is adopted from the delivery and cannot be changed.� In releases prior to 4.6C, packaging materials cannot be generated as
delivery items. As a result, inventory management is not possiblefor packaging materials. From Release 4.6C, customizing optionsexist that allow creating delivery line items from packaging materialscreated in packing within a shipment document. As a result,inventory management is possible in Release 4.6C.
If you already defined a means of transport in the order or outbounddelivery, you can use the means of transport in the shipment also if it isthe same for all deliveries. A handling unit is then created for it in theshipment.
For packaging materials of the type, means of transport, you can defineadditional information such as the driver�s name and nationality.
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SCM611 Lesson: Activities in Shipment Processing
Estimating Freight Costs
Figure 34: Estimated Freight Costs
From Release 4.6C, you can calculate and display the estimated freightcosts for a shipment.
The following functions are provided by the estimated freight costssimulation:
� Calculation and display of the total shipment cost� Detailed display of the simulated shipment cost document� Display of the processing log
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Unit 4: Processing Shipments SCM611
Recording Activities in Shipment Document
Figure 35: Deadlines in the Shipment Document
You can record the times and deadlines for planning and executing thetransportation activities in the shipment document.
For standard activities, such as planning, checking in, loading, processing,and starting and ending shipments, you can record the planned and actualdeadlines in the shipment document at the header level. You can alsospecify exact times for the deadlines.
You can also define planned and actual start and end dates for eachshipment stage.
You can specify additional individual deadlines that are used to controlshipment processes. In addition to planned and actual deadlines andtimes, you can enter operation types, reasons for deviations, and locationsor points.
For each shipment document type, you can define a deadline procedure orthe network profile for your individual deadlines.
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SCM611 Lesson: Activities in Shipment Processing
Figure 36: Adopting Delivery Dates in the Shipment Document
In the shipment document, you can have planned deadlines proposed bythe system for individual shipment activities. You can also copy them fromthe outbound deliveries belonging to the shipment.
In the standard proposal (copy routine 8), the following rule applies toadopt deadlines:
Outbound Delivery Shipment
Earliest load deadline: Check-in
Earliest load deadline: Load start
Last planned goods issue date: Load end
Last planned goods issue date: Shipment completion
Last planned goods issue date: Shipment start
Last delivery date: Shipment end
You can also adopt deadlines by writing separate copy routines anddefining them in the shipment type.
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Unit 4: Processing Shipments SCM611
Figure 37: Output in Shipments (Examples)
Output types are communication aids that support information exchangebetween business partners and/or employees.
You can define the transportation output to meet your requirements andcopy this output to the shipment document. Some output examples aregiven above.
In the standard system, the general shipment document ALTR and thebilling of lading CMR are already defined as output types.
The condition technique is used for output determination (outputdetermination is explained in detail in Course LO650).
Figure 38: Text in the Shipment Document (Examples)
Text can contain information about the shipment process. You can definethe required text at the header level for each shipment.
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SCM611 Lesson: Activities in Shipment Processing
The text type in the shipment document is controlled using a textdetermination procedure that can be assigned to each shipment type.
Figure 39: Status Information in the Shipment Document
When the transportation activities, such as planning, checking in, andloading, are finished, you can set a status. As soon as the status is set, theactivity is considered completed.
As a result, you always know the current processing status of a shipmentand can quickly provide information.
You can set the status by:
� Clicking the corresponding pushbutton; the current date is adoptedas the actual date.
� Entering the actual date; the status is set by the system.
A traffic light symbol displays the overall status of the shipment:
� Red: Planned status is set.� Yellow: Check-in status is set.� Green: Shipment Completion status is set.
Note: For shipment cost calculation, status Planned must be setas a minimum.
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Unit 4: Processing Shipments SCM611
Figure 40: Activity Profiles
When you change the status of a shipment document, the system canimplement automatic activities and check for particular data. This iscontrolled by the activity profile.
In the activity profile, you determine which activities the system shouldrun when the status is activated. For example, the goods issue can beposted for the deliveries in the shipment and billing documents or outputcan be created.
You can also define that when you set a status, a dialog box appearsrequesting data. For example, you may want a dialog box to appear duringplanning in which you can specify a service agent.
You define the activity profiles in Customizing and assign them toshipment types. You can create your own activity profile for all shipmenttypes and status.
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SCM611 Lesson: Activities in Shipment Processing
Figure 41: Delivery Split after Shipment Creation - Basics
You may need to divide a delivery to form several shipments if, forexample, the whole delivery cannot be loaded onto a truck. However, inSAP R/3 Enterprise, you cannot assign deliveries to shipments by item.To solve this problem, the subsequent delivery split function has beencreated.
Using the delivery split function, you call up a list from which you canselect delivery items, partial quantities of items, or handling units thatneed to be removed from existing deliveries and split them.
When you split a delivery, there will be a remainder and one or more newdeliveries called results.
The subsequent delivery split function is also used in shipping. For moreinformation about this topic, see the shipping documentation.
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Unit 4: Processing Shipments SCM611
Figure 42: Subsequent Delivery Split in Shipments
To split the delivery from within the shipment, call the split deliveryfunction from the transportation planning screen and split off the requiredquantity. When the shipment is saved, the system automatically createsadditional outbound deliveries for the selected quantities ( = results).Whether or not the split deliveries remain in the shipment depends onyour Customizing settings.
You can split the delivery before or after shipment planning.
Example:
� Before planning: You already know when you create the deliverythat it needs to be split.
� After planning: You determine that the delivery needs to be splitwhen the goods are being loaded.
The type of split is controlled using split profiles, which you define inCustomizing and assign to the shipment type. You define one profile each,for delivery split before planning and after planning.
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SCM611 Lesson: Activities in Shipment Processing
Figure 43: Mass Maintenance of Shipment Documents
You may have to change several shipment documents simultaneously. Themass change function enables you to change data in several shipmentdocuments simultaneously.
Select the shipments required according to certain criteria and make thechanges.
Example:
A forwarding agent that has agreed to take care of several shipments isunable to do so. You select all the documents that have this forwardingagent and assign them to a different forwarding agent.
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Unit 4: Processing Shipments SCM611
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SCM611 Lesson: Activities in Shipment Processing
Exercise 4: Processing ShipmentsIndividually
Exercise ObjectivesAfter completing this exercise, you will be able to:� Perform various planning and processing activities in shipment
documents that have already been created
Business ExampleAfter the shipments have been created, various planning andorganizational activities must be carried out for the shipments. Serviceagents must be chosen, stages must be determined, and output must becreated.
As a Logistics Manager of the company, you want to record the processinginformation in the shipment document before the shipment leaves theplant.
Task 1:The same forwarding agent always handles the inbound shipmentsfrom vendors to the Hamburg plant. This forwarding agent always usesa particular route. This route also provides the basis for calculatingshipment costs, to enable you to work with routes in the shipment headerfor the inbound shipments.
1. First create a new route called RZ00##.
Description: Inbound shipment route TransLog ##
2. For each of your vendors (T-S11F## and T-S11H##), define aconnection point. Enter the number of the vendor as the descriptionof the connection point.
Hint: When you create the connection point, enter theappropriate vendor directly as a reference.
3. Create the stages of your route.
Stage 1: Shipment leg from T-S11F## to T-S11H##
Service agent: T-S11G## (TransLog)
Distance: 135 km
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Unit 4: Processing Shipments SCM611
Service agent: T-S11G## (TransLog)
Distance: 580 km
Mark both stages as relevant for shipment costs.
Task 2:You would now like to plan the inbound shipment. Call it up in changemode.
1. In the shipment overview, enter the route you have just created. Thengo to the Stages tab in lower part of the screen. Which shipment stageshave been created? Why?
_______________________________________
2. Determine which inbound deliveries are included in each stage.
Stage 1: ______________________________________________
Stage 2: ______________________________________________
3. The goods should be handled with care during shipment. Create atext note to this effect for the forwarding agent.
4. After you have completed your organizational activities, you set thePlanned status. In the dialog box that appears, make sure all therequired entries have been made to set the status.
5. *Optional
Which function displays the dialog box when Planned status is set?
_____________________________________________
Where is the status set?
_____________________________________________
Go to the relevant settings in Customizing and check them.
Task 3:You now plan the collective shipment, Hamburg - Frankfurt - Stuttgart -Munich, which you created using the planning proposal. See line 6 onthe Transaction Data Sheet.
1. Go to the Stages tab. Which stages have been created? What settingformed the basis of the creation of these stages?
Stage 1: _____________________________________________
Stage 2: ______________________________________________
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SCM611 Lesson: Activities in Shipment Processing
Stage 3: ______________________________________________
2. In exceptional circumstances, a different forwarding agent handlesthe shipment from Frankfurt. As a result, you assign the service agentSchmalenbach shipping (1930) to stages 2 and 3.
3. For the entire shipment, you take out additional transportationinsurance against other dangers such as theft and indirect losses.In the partner screen of the shipment header, enter the insurancecompany with the number 1920 as partner and the partner roleInsurance.
4. Now set the Planned status. In the dialog box that appears, selectthe activity Copy means of transport type from delivery, but do notredetermine the legs.
5. Go to theMeans of transport and packaging material screen. What hashappened because you copied the means of transport?
______________________________________________
6. Which shipment outputs were found? What status do they have?
__________________________________________
7. After you have carried out all necessary activities, set the Shipmentcompleted status in the shipment header. In the dialog box thatappears, you need to enter the name of the truck driver.
8. Save your document. What activities are performed in thebackground?
_____________________________________________
9. Now go to change mode for this shipment. Check the outputprocessing status on the output screen.
10. * Optional
In Customizing, display the setting to execute the relevant activitieswhen Shipment completed status is set.
11. * Optional
Using one of the outbound deliveries involved in the shipment, checkwhether the activities have actually been carried out.
Hint: The best way to do this is to go to the document flow ofthe outbound delivery.
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Unit 4: Processing Shipments SCM611
Task 4:* Optional
Process the collective shipment, which was created using the planningproposal, from Hamburg to Stuttgart (see line 5 on your Transaction DataSheet). Call it up in change mode.
1. Since there are no more planning activities to be completed, youset the Planned status now. In the dialog box that appears, selectthe activity Copy means of transport type from delivery, but do notredetermine the legs.
2. Go to the packing screen. First, pack the computers in cartons(packaging material PK-100). To do this, selectNew handling unit if full.
3. Now pack the cartons in the predefined Truck handling unit.
Hint: To do this, select Overview - Pack handling unit. Markthem all PK-100 and pack them in packaging material TM-101.
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SCM611 Lesson: Activities in Shipment Processing
Solution 4: Processing ShipmentsIndividuallyTask 1:The same forwarding agent always handles the inbound shipmentsfrom vendors to the Hamburg plant. This forwarding agent always usesa particular route. This route also provides the basis for calculatingshipment costs, to enable you to work with routes in the shipment headerfor the inbound shipments.
1. First create a new route called RZ00##.
Description: Inbound shipment route TransLog ##
a) Create a new route with points:
IMG: Logistics Execution → Transportation → BasicTransportation Functions → Routes → Define Routes → DefineRoutes and Stages
Define routes:
Choose New entries.
Route: RZ00##
Description: Inbound shipment route TransLog ##
Rel.Transport: Select
Choose Save.
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Unit 4: Processing Shipments SCM611
2. For each of your vendors (T-S11F## and T-S11H##), define aconnection point. Enter the number of the vendor as the descriptionof the connection point.
Hint: When you create the connection point, enter theappropriate vendor directly as a reference.
a) Define connection points:
In the dialog structure, choose Transportation connection point.
Choose New entries.
First connection point:
Points: T-S11F## Sunny Electronics
→ Tab: Reference customer/vendor
Vendor: T-S11F##
Choose Save.
Choose Back.
Second connection point:
Points: T-S11H## PAQ
→ Tab: Reference customer/vendor
Vendor: T-S11H##
Choose Save.
Choose Back.
3. Create the stages of your route.
Stage 1: Shipment leg from T-S11F## to T-S11H##
Service agent: T-S11G## (TransLog)
Distance: 135 km
Stage 2: Shipment leg from T-S11H## to plant 1000
Service agent: T-S11G## (TransLog)
Distance: 580 km
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SCM611 Lesson: Activities in Shipment Processing
Mark both stages as relevant for shipment costs.
a) Define stages for the route:
In the dialog structure, choose Route Stages.
In the dialog box that appears, enter the route you just created:
RZ00##.
First, chooseDouble-column to go to the double column overview.
Next, choose the Add new entry icon.
Stage 1:
Dep.point: T-S11F##
Dest.point: T-S11H##
Shipping type: 01
Service agent: T-S11G##
Distance: 135
Unit: km
ShCR: Select
Choose Back.
Stage 2: → Choose Add new entry.
Dep.point: T-S11H##
Dest.point: Werk 1000
Shipping Type: 01
Service agent: T-S11G##
Distance: 580
Unit: km
ShCR: Select
Save your entries.
Task 2:You would now like to plan the inbound shipment. Call it up in changemode.
1. In the shipment overview, enter the route you have just created. Thengo to the Stages tab in lower part of the screen. Which shipment stageshave been created? Why?
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Unit 4: Processing Shipments SCM611
_______________________________________
a) Plan an inbound shipment:
Logistics → Logistics Execution → Transportation →Transportation Planning → Change → Single Documents
Enter the number of the inbound shipment.
Enter the route:
Shipment overview: Processing tab:
Shipment route: RZ00##
Lower half of screen: Stages tab:
Both stages of route RZ00## were copied.
Stage 1: Stuttgart - Mannheim: From vendor T-S11F## to vendorT-S11H##
Stage 2: Mannheim - Hamburg: From vendor T-S11H## to plant1000
In Customizing, the settings for shipment type inbound shipment(0010) ensure that all the stages of the route are copied in theshipment header as shipment stages. Adopt route indicator.
2. Determine which inbound deliveries are included in each stage.
Stage 1: ______________________________________________
Stage 2: ______________________________________________
a) Inbound deliveries involved in the stages:
Lower half of screen: Stages tab:
Select the stages and choose the Deliveries button at the bottomleft of the screen.
Stage 1: The inbound deliveries from vendor T-S11F## only
Stage 2: All deliveries from both T-S11F## and T-S11H##
3. The goods should be handled with care during shipment. Create atext note to this effect for the forwarding agent.
a) Create the header note: Handle with care.
Lower half of screen: Texts tab:
Double click on Header note and enter your text on the righthand side.
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SCM611 Lesson: Activities in Shipment Processing
4. After you have completed your organizational activities, you set thePlanned status. In the dialog box that appears, make sure all therequired entries have been made to set the status.
a) Set status:
Lower half of screen: Deadlines tab:
Choose Planning.
In the dialog box that appears, check whether or not theshipment route is entered.
Choose the Copy button.
5. *Optional
Which function displays the dialog box when Planned status is set?
_____________________________________________
Where is the status set?
_____________________________________________
Go to the relevant settings in Customizing and check them.
a) *Optional
The activity profile is responsible for displaying the dialog box.An activity profile lets you define for each shipment type andeach status setting, whether or not a dialog box appears andwhat data should be requested. Various activities, such asposting the goods issue and billing can also be performed.
IMG: Logistics Execution → Transportation → Shipments →Define and Assign Activity Profiles
For shipment type inbound shipment 0010, profile 0010-01 isdefined for Planned status. This means that a dialog box appearscontaining the shipment route field as a required entry field.
Save the shipment.
Task 3:You now plan the collective shipment, Hamburg - Frankfurt - Stuttgart -Munich, which you created using the planning proposal. See line 6 onthe Transaction Data Sheet.
1. Go to the Stages tab. Which stages have been created? What settingformed the basis of the creation of these stages?
Stage 1: _____________________________________________
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Unit 4: Processing Shipments SCM611
Stage 2: ______________________________________________
Stage 3: ______________________________________________
a) Plan collective shipment:
Logistics → Logistics Execution → Transportation →Transportation Planning → Change → Single Documents
Enter the number of the second collective shipment.
Shipment stages:
Shipment overview: Lower half of screen: Stages tab:
Stage 1: Hamburg (Plant 1000) - Frankfurt ( T-S11A##)
Stage 2: Frankfurt (T-S11A##) - Stuttgart (T-S11B##)
Stage 3: Stuttgart (T-S11B##) - Munich (T-S11C##)
The system automatically determined the stages using legdetermination; the Data and options variant of the planningproposal had the leg determination indicator set, so that itwould be executed automatically when the planning proposalwas created.
2. In exceptional circumstances, a different forwarding agent handlesthe shipment from Frankfurt. As a result, you assign the service agentSchmalenbach shipping (1930) to stages 2 and 3.
a) Assign forwarding agent:
Shipment overview: Lower half of screen: Stages tab:
Stage 2: Overwrite the Forwarding agent field: 1930
Stage 3: Overwrite the Forwarding agent field: 1930
3. For the entire shipment, you take out additional transportationinsurance against other dangers such as theft and indirect losses.In the partner screen of the shipment header, enter the insurancecompany with the number 1920 as partner and the partner roleInsurance.
a) Assign insurance company as a partner:
Shipment overview: Lower half of screen: Partner tab:
Partner function: Insurance (T)
Partner: 1920
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SCM611 Lesson: Activities in Shipment Processing
4. Now set the Planned status. In the dialog box that appears, selectthe activity Copy means of transport type from delivery, but do notredetermine the legs.
a) Set Planned status:
Shipment overview: Lower half of screen: Deadlines tab:
Choose Planning.
In the dialog box that appears, choose:
� Do not execute leg determination again� Copy means of transport type from the delivery
5. Go to theMeans of transport and packaging material screen. What hashappened because you copied the means of transport?
______________________________________________
a) Means of transport:
Shipment overview: → Goto → Means of transport andpackaging matl
The system copied means of transport TM-100 from thedeliveries to the shipment. A handling unit was generated forTM-100, into which the goods can be packed.
6. Which shipment outputs were found? What status do they have?
__________________________________________
a) Output:
Shipment overview: Choose theMessages for current shipment icon.
The system found 2 ALTR messages, one each for forwardingagents 1058 and 1930. The messages have the statusNot processed.
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Unit 4: Processing Shipments SCM611
7. After you have carried out all necessary activities, set the Shipmentcompleted status in the shipment header. In the dialog box thatappears, you need to enter the name of the truck driver.
a) Set the Shipment completion status:
Shipment overview: Lower half of screen: → Deadlines tab:
Choose Shpmt Completion.
In the dialog box that appears, enter:
Driver name: Any (for example, Johnny Miller)
You can enter data in the other fields, but it is not mandatory.
Choose Copy button.
8. Save your document. What activities are performed in thebackground?
_____________________________________________
a) Save the document:
The following activities take place in the background:
� The goods issue is posted for all the outbound deliveriesinvolved
� The ALTR messages are printed� Billing documents are created for all the outbound
deliveries
9. Now go to change mode for this shipment. Check the outputprocessing status on the output screen.
a) Check output:
Go to the shipment document again.
Shipment overview: Choose theMessages for current shipment icon.
Both messages now have the status Processed successfully.
10. * Optional
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SCM611 Lesson: Activities in Shipment Processing
In Customizing, display the setting to execute the relevant activitieswhen Shipment completed status is set.
a) * Optional
IMG: Logistics Execution → Transport → Shipments → Defineand Assign Activity Profiles
Profile 0002-05 is defined for shipment type outbound shipmenttype 0002 with Shipment completed status.
Place the cursor on the relevant field and chooseMaintain.
11. * Optional
Using one of the outbound deliveries involved in the shipment, checkwhether the activities have actually been carried out.
Hint: The best way to do this is to go to the document flow ofthe outbound delivery.
a) * Optional
Go to the document flow of the shipment: Logistics → LogisticsExecution → Transportation → Transportation Planning →Change → Single Documents
Enter the number of the collective shipment and select theDisplay document flow for current shipment icon.
Place the cursor on one of the outbound deliveries and selectGoto → Document flow
Now look at the document flow from the point of view ofthis outbound delivery; goods issue is posted and the billingdocument is created.
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Unit 4: Processing Shipments SCM611
Task 4:* Optional
Process the collective shipment, which was created using the planningproposal, from Hamburg to Stuttgart (see line 5 on your Transaction DataSheet). Call it up in change mode.
1. Since there are no more planning activities to be completed, youset the Planned status now. In the dialog box that appears, selectthe activity Copy means of transport type from delivery, but do notredetermine the legs.
a) * Optional
Process another collective shipment:
Logistics → Logistics Execution → Transportation →Transportation Planning → Change → Single Documents
Enter the number of the collective shipment going fromHamburg to Stuttgart that was created in Exercise 1-3-6 in theCreating Shipments unit. See line 5 on the Transaction Data Sheet.
Set the Planned status:
Shipment overview: Lower half of screen: → Deadlines tab:
Choose Planning.
In the dialog box that appears, select:
� Do not execute leg determination again� Copy means of transport type from the delivery
2. Go to the packing screen. First, pack the computers in cartons(packaging material PK-100). To do this, selectNew handling unit if full.
a) Packing:
Shipment overview: Select theMeans of transport and packagingmatl.for current shipment icon.
In the top half of the screen, enter PK-100 as the packagingmaterial.
In the lower portion of the screen (Material to be packed), chooseSelect all (to the right of the items or at the top left of the lowerblock) to select all the items in the lower half of the screen; alsoselect the handling unit you just created.
Select the New handling unit if full icon.
Each computer is packed in a PK-100 carton.
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SCM611 Lesson: Activities in Shipment Processing
3. Now pack the cartons in the predefined Truck handling unit.
Hint: To do this, select Overview - Pack handling unit. Markthem all PK-100 and pack them in packaging material TM-101.
a) Loading the cartons:
Select the Pack HUs tab.
Select all items with PK-100 in the lower half of the screen (allhandling units that can be packed), and select the handlingunit TM-101.
Select the Pack icon.
All cartons are now packed into the truck.
Choose Save.
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Unit 4: Processing Shipments SCM611
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SCM611 Lesson: Activities in Shipment Processing
Exercise 5: Mass Maintenance ofShipment Documents
Exercise ObjectivesAfter completing this exercise, you will be able to:� Process several shipment documents simultaneously using mass
maintenance
Business ExampleAs the Logistics Manager, you want to use the mass maintenance functionas often as possible to simplify your daily tasks of maintaining severalshipment documents.
Task:The forwarding agent that has been handling your individual shipmentsfrom Dresden has recently become unreliable. You want to assign yourshipments, which you created using collective processing, to a differentforwarding agent. To do this, call up the mass maintenance function.
1. First select the documents you want to change.
Service agent: 1106
Shipping point at departure: X0##
Created by: SCM611-##
2. Now, assign the new service agent 50999 (Arnolds Shipping) to allthe selected documents.
3. All the selected shipments are assigned the order number of theforwarding agent as the container ID: 50999-123##.
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Unit 4: Processing Shipments SCM611
Solution 5: Mass Maintenance of ShipmentDocumentsTask:The forwarding agent that has been handling your individual shipmentsfrom Dresden has recently become unreliable. You want to assign yourshipments, which you created using collective processing, to a differentforwarding agent. To do this, call up the mass maintenance function.
1. First select the documents you want to change.
Service agent: 1106
Shipping point at departure: X0##
Created by: SCM611-##
a) Mass changes:
Logistics → Logistics Execution → Transportation →Transportation Planning → Change → Mass Changes
Select the documents to be changed.
On the Shipment List: Collective Change Shipment screen, selectaccording to the following criteria:
Service agent: 1106
Shipping point at departure: X0##
Created by: Your course User ID
Choose Execute.
2. Now, assign the new service agent 50999 (Arnolds Shipping) to allthe selected documents.
a) Assign the new service agent:
Processing tab:
In the Reference line, enter forwarding agent 50999.
Select all the shipments and select Copy template.
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SCM611 Lesson: Activities in Shipment Processing
3. All the selected shipments are assigned the order number of theforwarding agent as the container ID: 50999-123##.
a) Assign container ID.
Identification tab:
In the Reference line, enter container ID 50999-123##.
Select all the shipments and choose Copy template.
Choose Save.
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Unit 4: Processing Shipments SCM611
Lesson Summary
You should now be able to:� Determine shipping stages� Define routes for shipment� Pack and load goods for shipment� Calculate the estimated freight costs� Copy dates from the delivery document to the shipment document� Identify the various transportation output types� Access status information from the shipment document� Define the activity profile in the shipment document� Split deliveries after creating shipments� Change the shipment document after creating the shipment
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SCM611 Unit Summary
Unit SummaryYou should now be able to:� Determine shipping stages� Define routes for shipment� Pack and load goods for shipment� Calculate the estimated freight costs� Copy dates from the delivery document to the shipment document� Identify the various transportation output types� Access status information from the shipment document� Define the activity profile in the shipment document� Split deliveries after creating shipments� Change the shipment document after creating the shipment
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SCM611 Test Your Knowledge
Test Your Knowledge
1. What are the different ways to determine stages in the shipmentdocument?
2. What information is available in a route?
3. A is a package that results from packinggoods into a packaging material and is a combination of the goodspacked into a packaging material.Fill in the blanks to complete the sentence.
4. You can calculate and display the estimated freight costs for ashipment from Release 4.6C.Determine whether this statement is true or false.□ True□ False
5. In the shipment document, you can haveproposed by the
system for individual shipment activities or you can copy them fromthe outbound deliveries belonging to the shipment.Fill in the blanks to complete the sentence.
6. What are the various transportation output types?
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Test Your Knowledge SCM611
7. What are the various ways to set the status?
8. The activity profile determines which activities the system shouldrun when the status is activated.Determine whether this statement is true or false.□ True□ False
9. The type of split is controlled using , whichare defined in Customizing and assigned to the shipment type.Fill in the blanks to complete the sentence.
10. If a forwarding agent cannot handle several shipments, you can selectall the documents that have this forwarding agent and assign themto a different forwarding agent.Determine whether this statement is true or false.□ True□ False
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SCM611 Test Your Knowledge
Answers
1. What are the different ways to determine stages in the shipmentdocument?
Answer: The different ways to determine stages in the shipmentdocument are entering stages in the shipment document manually,determining the leg automatically, and adopting the stages from theroute in the shipment header.
2. What information is available in a route?
Answer: A route can contain information that are important to theshipment, such as distance, transportation lead time, travel duration,shipping type, and service agent.
3. A handling unit is a package that results from packing goods into apackaging material and is a combination of the goods packed into apackaging material.
Answer: handling unit
4. You can calculate and display the estimated freight costs for ashipment from Release 4.6C.
Answer: True
The estimated freight costs for a shipment can be calculated anddisplayed from Release 4.6C.
5. In the shipment document, you can have planned deadlines proposedby the system for individual shipment activities or you can copy themfrom the outbound deliveries belonging to the shipment.
Answer: planned deadlines
6. What are the various transportation output types?
Answer: The various transportation output types are freight list,handling unit output, bill of lading, Air WayBill (AWB), railroadwaybill, freight bill, general shipment document, and shipping order.
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Test Your Knowledge SCM611
7. What are the various ways to set the status?
Answer: You can set the status by clicking the correspondingpushbutton in which the current date is adopted as the actual date.You can also set the status by entering the actual date in which thestatus is set by the system.
8. The activity profile determines which activities the system shouldrun when the status is activated.
Answer: True
The activity profile determines activities that the system should runwhen the status is activated.
9. The type of split is controlled using split profiles, which are definedin Customizing and assigned to the shipment type.
Answer: split profiles
10. If a forwarding agent cannot handle several shipments, you can selectall the documents that have this forwarding agent and assign themto a different forwarding agent.
Answer: True
When a forwarding agent cannot handle several shipments, you canselect all the documents that have this forwarding agent and assignthem to a different forwarding agent.
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Unit 5Additional Functions in Shipment
Processing
Unit OverviewThis unit helps to understand the additional functions of shipmentprocessing, which are only used in certain cases. This includes shipmenttendering on the Internet as well as dangerous goods management.This unit also presents Internet processes related to tendering andtransportation planning, introduced in Release 4.6C as an informationaloverview.
Unit ObjectivesAfter completing this unit, you will be able to:
� Describe the direct communication between the shipper and theforwarding agent over the Internet
� Set the tendering status in the shipment document� Describe the process of shipment tendering using a freight exchange
on the Internet� Describe how freight carriers can be used to plan shipments over
the Internet� Explain how tracking information can be accessed by the carrier,
customer, and the shipper� Explain the procedure to check for the dangerous goods check
Unit ContentsLesson: Communication with Forwarding Agent .. . . . . . . . . . . . . . . . . . . . . . . . . .120Lesson: Transporting Dangerous Goods .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .128
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Unit 5: Additional Functions in Shipment Processing SCM611
Lesson: Communication with Forwarding Agent
Lesson OverviewThis lesson describes the direct communication between the shipper andthe forwarding agent over the Internet. It explains how to set the tenderstatus in the shipment document. It also describes the process of shipmenttendering using a freight exchange over the Internet and how freightcarriers can be used to plan shipments over the Internet.
Lesson ObjectivesAfter completing this lesson, you will be able to:
� Describe the direct communication between the shipper and theforwarding agent over the Internet
� Set the tendering status in the shipment document� Describe the process of shipment tendering using a freight exchange
on the Internet� Describe how freight carriers can be used to plan shipments over
the Internet� Explain how tracking information can be accessed by the carrier,
customer, and the shipper
Business ExampleABC Corporation procures, manufactures, and sells computers andcomputer hardware. The company has many vendors and customersacross the world. As the Logistics Manager of the company, you want touse the functions available in SAP R/3 Enterprise to communicate with theservice agents and forwarding agents and to monitor the status of thetendering for the shipments.
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SCM611 Lesson: Communication with Forwarding Agent
Tendering Shipments
Figure 44: Internet Scenarios: Tendering for Forwarding Agents
Using the recently developed Internet scenarios, you can tender ashipment created in SAP R/3 Enterprise and send it to a service agent.Shippers and service agents communicate over the Internet. As a result,the service agent does not need an SAP R/3 Enterprise System or EDI.
An example of the tendering procedure:
� The shipper creates a shipment in SAP R/3 Enterprise. Before theshipment can be tendered, it must be planned, that is, the serviceagent and stages must be defined.
� The shipper sends the shipment to the service agent over the Internet.� The service agent has Internet access to the shipments offered, and
can accept or reject the shipments under certain conditions.� The shipper confirms the acceptance or rejection by the service agent
and sends further information, if necessary.� The service agent starts to process the shipment, defines the planned
data, and sets a status for the shipment.
The forwarding agent can access information about new shipments at anytime from the tendering list. The forwarding agent can view the processingstatus of accepted shipments in the status list.
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Unit 5: Additional Functions in Shipment Processing SCM611
Figure 45: Tendering in the Shipment Document
The tender tab in the shipment overview summarizes importantinformation about the tendering of the shipment.
The tendering status indicates the current status of a shipment withreference to negotiations with a forwarding agent over the Internet.
Certain conditions are defined for setting each individual tendering status.Generally, you can only set a status if a forwarding agent is defined at theheader level in the shipment, stages are defined, and the Planned statusis set.
The shipper makes some status settings and the forwarding agent makesthe other settings.
In the Acceptance condition/rejection reason field, you can define theconditions under which a forwarding agent can accept a shipment ordescribe the reason to reject the shipment.
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SCM611 Lesson: Communication with Forwarding Agent
Figure 46: Tendering Through Freight Exchange
Freight exchanges provide their members, including the shippersand forwarding agents, with the service of matching shippers whoneed transportation services with forwarding agents who providetransportation services.
The shipper and forwarding agent exchange information abouttransportation requirements, shipping conditions, and prices.
When the shipment is completed, the freight exchange issues an invoiceto the shipper and pays the forwarding agent.
Generally, transportation planners use the freight exchange service forsmaller (less than truck load/LTL) shipments in an environment in whichthe forwarding agents seek the smaller shipments to complete a load. Inthis situation, the forwarding agent performs the service at a low price.
When the shipment is tendered to the freight exchange, the shipperspecifies the maximum price and the time. A carrier can respond with anoffer that can be accepted or rejected by the shipper.
The freight exchange tendering process is performed over the Internetusing XML documents.
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Unit 5: Additional Functions in Shipment Processing SCM611
Planning Transportation
Figure 47: Transportation Planning by the Carrier
In a business scenario in which a carrier works primarily for a particularshipper, collaboration between the shipper and carrier can save bothpartners time and money.
The shipper can determine the planning functions that are to be performedby the carrier and those that are to be retained by the shipper.
The entire planning process takes place over the Internet though Webtransactions.
A typical scenario would be, as follows:
� The shipper provides deliveries to the carrier through an Internetinterface using IDocs.
� Based on these documents, the carrier creates shipments andtransmits the planned shipments back to the shipper using anEasyWeb transaction.
� The shipper then decides whether or not to accept the plannedshipments from the carrier or to tender the shipments to a differentcarrier.
� If the tendering status is set to confirmed by the shipper, an e-mailmessage can be sent automatically to the carrier using output controls.
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SCM611 Lesson: Communication with Forwarding Agent
Figure 48: Transportation Planning in Cooperation with the Carrier
Using the Carrier Planning Interface (CPI) within the tendering function,the forwarding agent and the shipper can work together to plan thetransportation directly through SAP R/3 Enterprise.
The transfer of information between the shipper and the forwarding agentis done through IDocs. The forwarding agent receives delivery datathrough the IDoc and transmits the planned or rejected shipments andchanges back to the shipper using IDoc.
Figure 49: Tracking Information
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Unit 5: Additional Functions in Shipment Processing SCM611
An Internet tracking function is provided to exchange data between theshipper, forwarding agent, and customer.
Tracking display for customers:
� Access the shipper�s Web site using the tracking display to monitorthe status of shipments.
� Customers can search for information using the search criteria. Afixed search mask, such as order number or customer number, can beused as input.
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SCM611 Lesson: Communication with Forwarding Agent
Lesson Summary
You should now be able to:� Describe the direct communication between the shipper and the
forwarding agent over the Internet� Set the tendering status in the shipment document� Describe the process of shipment tendering using a freight exchange
on the Internet� Describe how freight carriers can be used to plan shipments over
the Internet� Explain how tracking information can be accessed by the carrier,
customer, and the shipper
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Unit 5: Additional Functions in Shipment Processing SCM611
Lesson: Transporting Dangerous Goods
Lesson OverviewThis lesson explains how to check dangerous goods.
Lesson ObjectivesAfter completing this lesson, you will be able to:
� Explain the procedure to check for the dangerous goods check
Business ExampleABC Corporation procures, manufactures, and sells computers andcomputer hardware. The company receives and sends shipments tovarious vendors and customers across the world. Some shipments containdangerous goods.
As the Logistics Manager of the company, you want to use the functionsavailable in SAP R/3 Enterprise to check and decide how to organizeshipments with dangerous goods.
Dangerous Goods Management
Figure 50: Dangerous Goods and Their Transportation
To satisfy the legal requirements for transporting dangerous goods, youneed to perform a check in the shipment document to make sure that theshipment of the goods is permitted.
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SCM611 Lesson: Transporting Dangerous Goods
To do this in the SAP R/3 Enterprise, you use the functions in theEnvironment, Health, and Safety (EH and) component.
Figure 51: Dangerous Goods Management in Logistics Execution
Within the logistics process, you can activate dangerous goodsmanagement in the order, delivery document, or shipment document.
Then, the system can perform various dangerous goods checks, eitherautomatically or on request. For example, you can check whether or notthe transportation of particular materials on a particular mode of transportis permitted. This can prevent deliveries or shipments that do not meetsafety requirements from leaving the company.
You can also create dangerous goods documents containing the relevantdangerous goods data.
Dangerous Goods Management uses special master data and settings inEH&S.
You can make your own settings in Customizing to define when thevarious checks should be performed and how the document should beprocessed.
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Unit 5: Additional Functions in Shipment Processing SCM611
Figure 52: Dangerous Goods Master Data
If a material is considered a dangerous good, you define a dangerousgoods indicator profile in the material master record (basic data 2).You can then refer to this profile to find out whether or not a material isclassified as a dangerous good and whether or not the material requiresdangerous goods documents and checks.
The dangerous goods master complements the material master and iscreated for materials that are already defined in the system. The dangerousgoods master contains data required to perform dangerous goods checksand create dangerous goods documents according to existing laws.
The substance database is a flexible tool to manage and maintain dataon chemical substances and preparations. This database contains all thesubstance and legal data. As a result, the substance database provides thebasis for comprehensive environment management.
The assignment of a material number and a substance number establishesthe link between material data and substance data, which means thatthe dangerous goods master and the substance data can be used in thedangerous goods checks.
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SCM611 Lesson: Transporting Dangerous Goods
Dangerous Goods Checks
Figure 53: Procedure for Dangerous Goods Checks
The basic procedure for a dangerous goods check is as follows:
� When the check is triggered manually or automatically, the systemcalls the check processor through an interface.
� The processor determines the data for the dangerous goods check,such as the dangerous goods master records, validity areas, andmode of transport categories.
� The system then processes the different check methods of the checkschema.
� Using return codes, entries are made in the check log, which you cancall from the document. The overall reaction is determined from thereactions of the individual check methods.
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Unit 5: Additional Functions in Shipment Processing SCM611
Figure 54: Dangerous Goods Checks in the Shipment Document
From the shipment document, you can start the dangerous goods checkeither automatically or manually.
The automatic start takes place after you save the document if thedocument has Planned status. The checks are not started if a document isbeing processed and is already in the database with the status, Shipmentcompleted.
You can start the checkmanually at any time, regardless of the documentstatus. However, the following information must be available:
� Transportation planning point� Shipment type� Shipment stages
When the dangerous goods checks are complete, a dialog box appearsdisplaying the message from the check method that determines the overallreaction for the check schema. If there are any log entries, you can branchto the check log.
The check log displays all the messages that appear while the dangerousgoods checks are being processed. You can print the log.
You continue processing the document, as determined by the Customizingsettings for the overall reaction. For example, the document either cannotbe saved or is assigned a blocking indicator.
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SCM611 Lesson: Transporting Dangerous Goods
Lesson Summary
You should now be able to:� Explain the procedure to check for the dangerous goods check
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Unit Summary SCM611
Unit SummaryYou should now be able to:� Describe the direct communication between the shipper and the
forwarding agent over the Internet� Set the tendering status in the shipment document� Describe the process of shipment tendering using a freight exchange
on the Internet� Describe how freight carriers can be used to plan shipments over
the Internet� Explain how tracking information can be accessed by the carrier,
customer, and the shipper� Explain the procedure to check for the dangerous goods check
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SCM611 Test Your Knowledge
Test Your Knowledge
1. Using the recently developed Internet scenarios, you can tender ashipment created in SAP R/3 Enterprise and send it to a service agent.Determine whether this statement is true or false.□ True□ False
2. What are the conditions to set each individual tendering status?
3. The freight exchange tendering process is performed over the Internetusing .Fill in the blanks to complete the sentence.
4. Using thewithin
the tendering function, the forwarding agent and the shipper canwork together to perform transportation planning directly throughSAP R/3 Enterprise.Fill in the blanks to complete the sentence.
5. What is the importance of the tracking display for customers?
6. From the shipment document, you can automatically start thedangerous goods check.Determine whether this statement is true or false.□ True□ False
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Test Your Knowledge SCM611
Answers
1. Using the recently developed Internet scenarios, you can tender ashipment created in SAP R/3 Enterprise and send it to a service agent.
Answer: True
You can tender a shipment created in SAP R/3 Enterprise and send itto a service agent using the recently developed Internet scenarios.
2. What are the conditions to set each individual tendering status?
Answer: A tendering status can be set only if a forwarding agent isdefined at the header level in the shipment, if stages are defined,and if the Planned status is set.
3. The freight exchange tendering process is performed over the Internetusing XML documents.
Answer: XML documents
4. Using the Carrier Planning Interface (CPI) within the tenderingfunction, the forwarding agent and the shipper can work together toperform transportation planning directly through SAP R/3 Enterprise.
Answer: Carrier Planning Interface (CPI)
5. What is the importance of the tracking display for customers?
Answer: The customers can access the shipper�s Web site using thetracking display to monitor the status of shipments. Customers canalso search for information using the search criteria.
6. From the shipment document, you can automatically start thedangerous goods check.
Answer: False
From the shipment document, you can start the dangerous goodscheck either automatically or manually.
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Unit 6Shipment Monitoring
Unit OverviewThis unit explains the various options for covering informationrequirements during the shipment processing procedure. This includeslists, the graphical transportation information system, and the connectionto the Logistics Information System (LIS). It also explains the two newmonitoring functions that are accessible over the Internet.
Unit ObjectivesAfter completing this unit, you will be able to:
� Generate different lists to obtain information about shipments� Use lists as a basis for further shipment processing� Use graphical transportation information as a key source of data� Evaluate existing shipments using the TIS� Describe the new Internet miniApps used to monitor shipment
process and shipment tendering status
Unit ContentsLesson: Obtaining Relevant Shipment Information .. . . . . . . . . . . . . . . . . . . . . . .138
Exercise 6: Shipment Monitoring.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .145
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Unit 6: Shipment Monitoring SCM611
Lesson: Obtaining Relevant Shipment Information
Lesson OverviewThis lesson explains how to generate different lists to obtain informationabout shipments. It also explains the use of these lists as a basis for furthershipment processing. It describes the use of graphical transportationinformation as a key source of data. In addition, it describes how toevaluate existing shipments using the Transportation Information System(TIS). It also describes the new Internet miniApps used to monitor theshipment process and shipment tendering status.
Lesson ObjectivesAfter completing this lesson, you will be able to:
� Generate different lists to obtain information about shipments� Use lists as a basis for further shipment processing� Use graphical transportation information as a key source of data� Evaluate existing shipments using the TIS� Describe the new Internet miniApps used to monitor shipment
process and shipment tendering status
Business ExampleABC Corporation procures, manufactures, and sells computers andcomputer hardware. The company has many vendors and customersacross the world. As the Logistics Manager of the company, you need toorganize shipments for inbound deliveries from vendors and outbounddeliveries to customers.
You also need to perform regular analyses of the planning and processingof shipments. As a result, you want to use the various tools and optionsavailable in SAP R/3 Enterprise to access the information about shipmentsand to know the processing status.
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SCM611 Lesson: Obtaining Relevant Shipment Information
Shipment Processing Lists
Figure 55: Information Requirements in Shipment Processing
Figure 56: Shipment Processing Lists
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Unit 6: Shipment Monitoring SCM611
The system provides several list types for shipment processing:
� Planning list: Provides a list of all documents with open shipmentactivities
� Utilization list: Provides a list of all documents that are not fullyutilized
� Free capacity list: Provides a list of all documents with a specificfree capacity
� Tendering status list: Provides a list of all documents with a particulartendering status
� Check-in list: Provides a list of all documents that must still bechecked in
� Shipment completion list: Provides a list of all documents that mustbe completed
� Changes list: Provides a list of change documents
Using different criteria, you can select shipments for these lists. To do this,you need to define your own selection variants.
The list displays the relevant shipments and important information.
You can edit the list, for example, sort the list, and perform severalactivities directly from within the list. You can also branch to theindividual shipments and change them.
Inlist and Graphical Transportation Information
Figure 57: Graphical Transportation Information
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SCM611 Lesson: Obtaining Relevant Shipment Information
To give you a better overview of your shipments, SAP R/3 Enterpriseprovides transportation information, which you can display graphicallyor in alist form.
You can call up this information from within the order, the delivery, orthe shipment.
From the graphical display, you can make additional detailed inquiries.
For example, you can retrieve the following information:
The itinerary used for a specific delivery or shipment
The number and names of the shipments shipped from a transportationconnection point
Weight, volume, and number of packages
Shipping data and shipment deadlines
Information about transportation connection points
Figure 58: Itinerary and Transportation Network
The graphical transportation information distinguishes between theitinerary and the transportation network.
The itinerary only displays the shipment stages in which the selecteddeliveries or shipments are involved.
The transportation network displays all the shipment stages linked to adelivery or shipment. As a result, the transportation network displaysall the shipments belonging to an operation, including preliminary andsubsequent legs.
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Unit 6: Shipment Monitoring SCM611
Transportation Information System
Figure 59: Transportation Information System (TIS)
The TIS is a separate information system within the LIS. You can use TIS toproduce various analyses and statistics on shipments.
There are six different standard analyses shipped in the standard system:
Shipment 1: Analysis of general shipment characteristics, such as serviceagent, shipment start and end, and shipment type.
Shipment routes: Analysis of routes, such as which route is used and howoften the route is used.
Means of transport: Analysis of the main shipping material, such as thecapacity utilization of the means of transport.
Shipping data: Analysis of information relevant to shipping, such as howmany deliveries of delivery type DL were shipped from the Hamburgshipping point.
Shipment stages: Analysis of individual stages, such as how many trucksgo from Hamburg to Frankfurt.
Transportation material: Analysis of individual materials, such as whatproportion of the whole shipment volume was constituted by materialXYZ.
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SCM611 Lesson: Obtaining Relevant Shipment Information
Shipment Monitor
Figure 60: Shipment Process Monitor
Using this miniApp, you can monitor the processing status of shipmentdocuments for a time period specified in the report selection criteria.This report provides an overview, sorted by process status and time, ofhow much potential work is required based on the number of shipmentdocuments that have the selected process status.
You can use this monitor to help determine the estimated workload duringa specific shift in a workday, whether or not more workers are neededduring critical time periods, and whether or not adequate equipment isavailable.
For each process status selected, the total number of shipments will bedisplayed, followed by an overdue field. The overdue field is calculated bytaking into account a duration set by the user.
Figure 61: Shipment Tendering Status Monitor
Using this miniApp, you can monitor the tendering status of shipmentdocuments for one or more transportation planning points.
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Unit 6: Shipment Monitoring SCM611
In addition to the transportation planning point, shipments can be selectedfor the report based on any combination of the following:
Shipment type
Shipping point/receiving point
Shipment route
Forwarding agent
The monitor lists the results of the search by showing the total number ofshipments for each tender status, followed by the number of shipmentsper transportation planning point.
To identify the critical areas, a warning field is used to report the numberof shipments where no action has been taken during a user-defined timeperiod (hh:mm).
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SCM611 Lesson: Obtaining Relevant Shipment Information
Exercise 6: Shipment Monitoring
Exercise ObjectivesAfter completing this exercise, you will be able to:� Generate lists to monitor and process shipments� Display graphical shipment information
Business ExampleAs the Logistics Manager of your company, you need information aboutthe shipment processing status while processing shipments.
As a result, you need to display various lists that provide this information.You also need to process individual shipments from these lists and usethe graphical information system to get a general overview of individualshipments.
Task 1:Generate a list of all the shipments you have created that are ready to becompleted.
1. Using your user ID, select all shipments with the status 1 to 4.
To process the shipments from the list, select the shipments andchoose Complete.
Display the logs and examine any errors.
Task 2:You want to know which shipments contain your order with the purchaseorder number ##-SCM611-02.
Display the order and call up the shipment information graphic (itinerary).
1. List the point of departure and destination for this shipment.
______________________________________________
2. What other points will be included in the itinerary?
______________________________________________
3. Which other outbound deliveries are included in this shipment?
_____________________________________________
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Unit 6: Shipment Monitoring SCM611
Task 3:Optional
To determine the time when changes were made to the shipmentdocuments, you need to update the change documents.
1. In Customizing, check whether or not the document update isactivated for the shipment types 0001, 0002, and 0100. Donot changethe settings.
2. Generate a list of change documents using your course User ID.
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SCM611 Lesson: Obtaining Relevant Shipment Information
Solution 6: Shipment MonitoringTask 1:Generate a list of all the shipments you have created that are ready to becompleted.
1. Using your user ID, select all shipments with the status 1 to 4.
To process the shipments from the list, select the shipments andchoose Complete.
Display the logs and examine any errors.
a) Generate the shipment completion list.
Logistics → Logistics Execution → Transportation → Execution→ Lists → Shipment Completion List
Enter the following selection criteria:
Overall transport status: 1 to 4 (under Status and deadlines)
Created by: Your course User ID (under Administrative data)
Choose Execute.
In the list, select all the shipments, and choose Shipmentcompletion.
Task 2:You want to know which shipments contain your order with the purchaseorder number ##-SCM611-02.
Display the order and call up the shipment information graphic (itinerary).
1. List the point of departure and destination for this shipment.
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Unit 6: Shipment Monitoring SCM611
______________________________________________
a) Graphical transportation information in the order:
Logistics → Sales and Distribution → Sales → Order → Display
Search for the order by entering the purchase order number##-SCM611-02 in the Purchase order number field and chooseSearch.
Then choose Environment → Transportation info → Itinerary:Graphic.
Departure point and destination:
Point of departure: Hamburg
Destination: Munich
2. What other points will be included in the itinerary?
______________________________________________
a) Other transportation points:
Frankfurt and Stuttgart.
3. Which other outbound deliveries are included in this shipment?
_____________________________________________
a) Other outbound deliveries:
The outbound deliveries of the collective shipment,Hamburg-Frankfurt-Stuttgart-Munich, are also included.
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SCM611 Lesson: Obtaining Relevant Shipment Information
Task 3:Optional
To determine the time when changes were made to the shipmentdocuments, you need to update the change documents.
1. In Customizing, check whether or not the document update isactivated for the shipment types 0001, 0002, and 0100. Donot changethe settings.
a) To change documents:
Update the change documents.
IMG: Logistics Execution → Transportation → Shipments →Define Shipment Types
Go to the detailed screen for shipment types 0001, 0002, and 0010.
For all three shipment types, the Write change document forshipment indicator is selected. As the result, the update of thechange documents is activated.
2. Generate a list of change documents using your course User ID.
a) Generate a change document list.
Logistics → Logistics Execution → Transportation →Transportation Planning → Lists and Logs → -List of Changes
Make your selection using your course User ID.
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Unit 6: Shipment Monitoring SCM611
Lesson Summary
You should now be able to:� Generate different lists to obtain information about shipments� Use lists as a basis for further shipment processing� Use graphical transportation information as a key source of data� Evaluate existing shipments using the TIS� Describe the new Internet miniApps used to monitor shipment
process and shipment tendering status
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SCM611 Unit Summary
Unit SummaryYou should now be able to:� Generate different lists to obtain information about shipments� Use lists as a basis for further shipment processing� Use graphical transportation information as a key source of data� Evaluate existing shipments using the TIS� Describe the new Internet miniApps used to monitor shipment
process and shipment tendering status
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SCM611 Test Your Knowledge
Test Your Knowledge
1. Which one of these is a list of all documents with open shipments?Choose the correct answer(s).□ A Planning list□ B Utilization list□ C Free capacity list□ D Tendering status list
2. The shipment processing lists cannot be edited or changed.Determine whether this statement is true or false.□ True□ False
3. What is the difference between the itinerary and the transportationnetwork?
4. What are the six different standard analyses shipped in the standardsystem?
5. What does the miniApp monitor list?
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Test Your Knowledge SCM611
Answers
1. Which one of these is a list of all documents with open shipments?
Answer: A
Planning list is a list of all documents with open shipments.
2. The shipment processing lists cannot be edited or changed.
Answer: False
The shipment processing lists can be edited and changed.
3. What is the difference between the itinerary and the transportationnetwork?
Answer: The itinerary only displays the shipment stages in whichthe selected deliveries or shipment are involved, whereas thetransportation network displays all the shipment stages linked toa delivery or shipment.
4. What are the six different standard analyses shipped in the standardsystem?
Answer: The six different standard analyses shipped in the standardsystem are shipment 1, shipment routes, means of transport, shippingdata, shipment stages, and transportation material.
5. What does the miniApp monitor list?
Answer: The miniApp monitor lists the results of the search byshowing the total number of shipments for each tender status,followed by the number of shipments per transportation planningpoint.
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Unit 7Basics of Shipment Costs
Unit OverviewThis unit introduces the shipment cost document, and its function andstructure. It explains how to create the shipment cost document. It alsoexplains the Customizing settings and control elements required forshipment cost processing. It also introduces the shipment cost type,shipment cost item category, cost type and calculation bases.
Unit ObjectivesAfter completing this unit, you will be able to:
� Explain the steps involved in shipment cost processing for shipmentcost calculation and settlement
� Create shipment cost documents individually and using collectiveprocessing
� Explain the structure of the shipment cost document� Describe the roles of various controlling elements in shipment cost
processing� Explain how item categories are determined in the shipment cost
document� Explain the significance of calculation bases while calculating
shipment costs
Unit ContentsLesson: Introduction to Shipment Cost Processing .. . . . . . . . . . . . . . . . . . . . . . .156
Exercise 7: Basics of Shipment Cost Processing .. . . . . . . . . . . . . . . . . . . . .167Exercise 8: Controlling Shipment Cost Processing .. . . . . . . . . . . . . . . . . .175
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Unit 7: Basics of Shipment Costs SCM611
Lesson: Introduction to Shipment Cost Processing
Lesson OverviewThis lesson explains the steps involved in shipment cost processing forshipment cost calculation and settlement. It describes how the shipmentcost document is created individually and using collective processing. Itexplains the structure of the shipment cost document. It also describesthe roles of various controlling elements in shipment cost processing. Inaddition, it describes how item categories are determined in the shipmentcost document and the significance of calculation bases while calculatingshipment costs.
Lesson ObjectivesAfter completing this lesson, you will be able to:
� Explain the steps involved in shipment cost processing for shipmentcost calculation and settlement
� Create shipment cost documents individually and using collectiveprocessing
� Explain the structure of the shipment cost document� Describe the roles of various controlling elements in shipment cost
processing� Explain how item categories are determined in the shipment cost
document� Explain the significance of calculation bases while calculating
shipment costs
Business ExampleABC Corporation procures, manufactures, and sells computers andcomputer hardware. The company has many vendors and customersacross the world. As the Logistics Manager of the company, you needto calculate the shipment costs depending on the shipment type and thecontact rates with various service agents. To automate and simplify theprocess, you want to evaluate the options and functions available in SAPR/3 Enterprise to calculate the shipment costs automatically accordingto the conditions specified.
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SCM611 Lesson: Introduction to Shipment Cost Processing
Shipment Cost Document
Figure 62: Shipment Cost Processing in Detail
Shipment cost calculation and shipment cost settlement are available forboth outbound and inbound shipments.
The shipment costs are recorded in a new system document, the shipmentcost document. You can perform the following functions in this document:
� Calculate the shipment costs� Account assignment: Assign the costs in Financial Accounting and
Controlling� Transfer the costs to FI and CO� Settle the costs with the forwarding agent
Figure 63: Requirements for Shipment Cost Calculation
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Unit 7: Basics of Shipment Costs SCM611
To create a shipment cost document for a shipment, the shipment mustbe relevant for the shipment costs at the header and/or stage levels. Theshipment must also have the required overall status set in the definition ofthe shipment cost type. In addition, the shipment must at least have thestatus set as Planned.
You must execute the following in Customizing:
� You must define number ranges for the shipment costs.� You must define and assign shipment cost types and item categories.� For each shipment type, you must set shipment cost relevance for
various shipment elements, such as header, leg, border crossing point,and load transfer point.
Figure 64: Creating a Shipment Cost Document
You can create shipment cost documents individually in dialog mode orcreate the documents using collective processing.
If you create an individual shipment cost document, you always directlyrefer to a shipment document. For each shipment document, you createexactly one shipment cost document. As a result, there is a 1:1 relationshipbetween the two documents.
Depending on your settings, the system automatically calculates theshipment costs, assigns the costs to an account, and transfers the costs toFinancial Accounting when you create the shipment cost document.
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SCM611 Lesson: Introduction to Shipment Cost Processing
Figure 65: Creating Shipment Cost Documents Using Collective Processing
You can create shipment cost documents using collective processing. Theworklist for shipment costs contains all the shipment documents, relevantto the shipment cost, for which shipment costs are to be calculated.
In the first step, you use comprehensive selection criteria to select theshipments for which you want to create shipment cost documents.
The system then uses a one-step process to create exactly one shipmentcost document for each of the shipments selected (1:1 relationship).
You can start collective processing to run online for a specific date or atperiodic intervals.
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Unit 7: Basics of Shipment Costs SCM611
Figure 66: Structure of the Shipment Cost Document
The shipment cost document consists of the following sections:
� Shipment Cost Header
The shipment cost header contains general information about theentire document. Status, reference, and administrative information isprovided in the header. The status information includes cumulatedstatus derived from the individual items.
� Shipment Cost Item
The shipment cost items contain general data for shipment costcalculation and settlement, such as service agent, pricing andsettlement date, tax amount and tax base amount, and organizationaldata such as company code, plant, and purchasing organization. Eachitem has its own status for the shipment cost calculation, accountassignment, and transfer functions.
� Shipment Cost Subitem
Shipment costs are calculated at the shipment cost subitem level. Theresult of the calculation is also recorded at this level.
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SCM611 Lesson: Introduction to Shipment Cost Processing
Figure 67: Items in the Shipment Cost Document
The shipment cost items either refer to the shipment header or to ashipment stage.
For example, an item that refers to the header can include insurancecharges for shipment insurance. For example, an item that refers to ashipment stage can include load transfer costs.
The functions of the items are controlled through the item category.
The items can be automatically generated or manually created, dependingon the Customizing settings.
Elements in Shipment Costs
Figure 68: Shipment Cost Type and Item Category
Shipment cost types and item categories are important control elementsof the shipment cost document; they contain several control characteristicsfor the shipment cost document.
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Unit 7: Basics of Shipment Costs SCM611
The shipment cost type controls the following at the header level:
� Number ranges� Status requirements of the shipment document to create a shipment
cost document
The item category contains:
� Parameters for shipment costs calculation, such as partner functions,date rules, and item procedure groups
� Parameters for shipment cost settlement, such as settlement relevance,account assignment category, cost distribution, and origin of COassignments
You define the shipment cost types and item categories separately inCustomizing.
Figure 69: Cost Types
Another control element is the cost type.
The cost type characterizes the reference to which a shipment cost itemrefers. This reference can be a shipment header, shipment leg, bordercrossing point, or load transfer point.
You can control shipment cost relevance by cost type for each shipmenttype. For example, you can ensure that for an individual shipment, onlythe shipment header and shipment leg are relevant for shipment costcalculation.
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SCM611 Lesson: Introduction to Shipment Cost Processing
Figure 70: Item Category Determination
In Customizing, you set the item category assignment for the shipmentcost document.
With reference to a cost type, you assign specific item categories to eachshipment cost type. You also determine whether or not this item is foundautomatically by the system or created manually.
Example:
� You define that item category 0003 (insurance) can be enteredmanually in the shipment cost document if shipment cost type 0001 isused and the shipment cost item refers to the shipment header (costtype A). However, if the shipment cost item refers to a shipment leg,item category 0001 (transportation costs) is found automatically.
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Unit 7: Basics of Shipment Costs SCM611
Calculation Bases for Shipment Costs
Figure 71: Calculation Bases
The calculation base determines the origin of the data used during pricingas a basis for the condition type. The calculation base also determines theinformation available to determine the prices. For all calculation bases,the information from the shipment header, the shipment stage, and theshipment cost item is available. The calculation base also defines how thescale bases, such as gross weight, net weight, and volume, are calculated.If you use the delivery item as the calculation base, information from thedelivery header and the delivery items is available but information fromthe handling units is not available. Weights and volumes only refer tothe delivery item.
The condition type controls which calculation base is used to calculatethe shipment costs.
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SCM611 Lesson: Introduction to Shipment Cost Processing
When the shipment costs are calculated, the system determines theshipment cost subitems from the different calculation bases of thecondition types included in a pricing procedure. The calculation itself isthen carried out for each subitem.
Note: SAP recommends that you select a calculation base that isonly as detailed as necessary, for reasons of system load and clarity.For example, if only the total weight and the leg are relevant foryour shipment, the shipment cost item is totally sufficient ascalculation basis. You can distribute the costs on a more detailedlevel. Cost distribution does not depend on the calculation base.For example, you could calculate the shipment costs using theshipment cost item calculation base and distribute the costs atthe delivery item level. The system distributes the costs by theproportional weight.
Figure 72: Examples of Calculation Bases
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Unit 7: Basics of Shipment Costs SCM611
Examples of how to use the calculation bases available:
� If only the leg and the total weight are relevant, you need to calculatethe shipment costs at the shipment cost item level. As a result, youachieve high clarity because additional data from the deliveries orthe handling units is redundant.
� If the contracts that you have made with your forwarding agentspecify shipment cost calculation by wire basket, then you needto use the handling unit calculation base. All weight and volumespecifications then refer to the handling units. Using calculation base,handling unit (C), a subitem is generated for each handling unittype (for example, one subitem with 30 wire baskets). To calculatethe costs per individual handling unit (for example, for packageshipping), you choose calculation base E (per handling unit). Thesystem then generates a subitem for each handling unit (for example,20 subitems for each package). If the contents of the handling unitare also relevant for calculation, you use calculation base F (handlingunit including delivery item). If you calculate the shipment costs byship to party but do not need information from the delivery items,you can use the deliveries calculation base.
� If you must consider several freight classes, divisions, or othermaterial information when calculating the shipment costs, you needthe material data from the delivery item. As a result, you need tocalculate the costs by delivery item.
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SCM611 Lesson: Introduction to Shipment Cost Processing
Exercise 7: Basics of Shipment CostProcessing
Exercise ObjectivesAfter completing this exercise, you will be able to:� Describe how the shipment cost document is organized and where
it is found� Check whether shipment documents are relevant for shipment costs� Create shipment cost documents individually online� Search for information in the shipment cost document� Work through the worklist for shipment cost documents
Business ExampleAs a Logistics Manager, you want to familiarize with the function of theshipment cost document.In order to create a document, the shipmentdocument must be relevant for shipment costs. Check your shipmentdocument to see if it is relevant for shipment costs.
Shipment cost documents can be created either individually or usingcollective processing (worklist). For the most part, you want to makeuse of collective processing and only occasionally create documentsindividually. You also want to create documents using both methods in thefollowing exercises. Since the shipment cost document contains importantinformation for processing freight, you also want to call up some of thedata from existing documents.
Task 1:First, answer the following questions about shipment cost processing.
1. What steps are involved in shipment cost processing?
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
2. Describe the structure of the shipment cost document.
______________________________________________________
______________________________________________________
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Unit 7: Basics of Shipment Costs SCM611
______________________________________________________
3. True or false?
1) You can combine several shipment documents to form oneshipment cost document.
2) The shipment must have at least shipment completed status beforea shipment cost document can be created.
3) Shipment cost relevance must be set for each shipment type beforeyou can create shipment cost documents.
Task 2:Create a shipment cost document for the second collective shipment youcreated by planning proposal, Hamburg - Frankfurt - Stuttgart - Munich(see line 6 on the Transaction Data Sheet).
1. First, check to see if the shipment document is relevant for shipmentcosts. Display the shipment document and go to the Shipment Costingtab in the shipment header.
What is the shipment cost calculation status of this shipment?
2. Now create a shipment cost document for this shipment.
Save the document and record the document number on line 12 ofyour Transaction Data Sheet.
Task 3:Display the shipment cost document you just created.
1. How many items are in the document? What does each of them referto?
2. Find the following information in the shipment cost document:
What is the status of the shipment cost document?
______________________________________________________
Pricing procedure for the first item:
___________________________________________________
Net value and taxes for the first item:
___________________________________________________
Pricing date for the first item:
___________________________________________________
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SCM611 Lesson: Introduction to Shipment Cost Processing
Invoicing party for the second item:
___________________________________________________
Task 4:Now create shipment cost documents using collective processing for theshipments you created using collective processing.
1. Go to the worklist for shipment costs and select the shipmentdocuments relevant for shipment costs as follows:
Ext. Identification: RUN##
Overall shipment status: 1 to 7
Created by: Your course User ID
From the list, select your shipments and execute collective processing.Display the log.
How many shipment cost documents were created? ___________
Record the document numbers.
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Unit 7: Basics of Shipment Costs SCM611
Solution 7: Basics of Shipment CostProcessingTask 1:First, answer the following questions about shipment cost processing.
1. What steps are involved in shipment cost processing?
______________________________________________________
______________________________________________________
______________________________________________________
______________________________________________________
a) Questions about shipment cost processing
Steps in shipment cost processing:
Shipment cost processing begins with the creation of theshipment cost document. Within the document you:
� calculate the shipment costs� find the G/L accounts in FI and the CO objects (account
assignment)� transfer the shipment costs to FI and CO� settle the shipment costs with the forwarding agents
(invoice verification)
You can automate most of these steps.
2. Describe the structure of the shipment cost document.
______________________________________________________
______________________________________________________
______________________________________________________
a) Structure of the shipment cost document:
The shipment cost document consists of three levels:
� Header: Contains data relevant for the entire document,such as status and administrative data
� Items: Establishes the costs that were incurred, theirpurpose, and with whom they should be settled
� Subitems: The actual calculation takes place at this level.Costs are calculated according to condition records definedin the system.
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SCM611 Lesson: Introduction to Shipment Cost Processing
3. True or false?
1) You can combine several shipment documents to form oneshipment cost document.
2) The shipment must have at least shipment completed status beforea shipment cost document can be created.
3) Shipment cost relevance must be set for each shipment type beforeyou can create shipment cost documents.
a) True or false?
1) False; only one shipment cost document is created pershipment document.
2) False; the required status can be set for each shipment costtype, but at least planned status is required.
3) True
Task 2:Create a shipment cost document for the second collective shipment youcreated by planning proposal, Hamburg - Frankfurt - Stuttgart - Munich(see line 6 on the Transaction Data Sheet).
1. First, check to see if the shipment document is relevant for shipmentcosts. Display the shipment document and go to the Shipment Costingtab in the shipment header.
What is the shipment cost calculation status of this shipment?
a) Check shipment cost relevance of shipment:
Logistics → Logistics Execution → Transportation →Transportation Planning → Display
Enter the shipment number of the relevant collective shipment.
Shipment overview: Top half of the screen: Shipment costcalculation tab:
Overall status of shipment cost calculation: Not processed
2. Now create a shipment cost document for this shipment.
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Unit 7: Basics of Shipment Costs SCM611
Save the document and record the document number on line 12 ofyour Transaction Data Sheet.
a) Create a shipment cost document:
Logistics → Logistics Execution → Transportation → ShipmentCosts → Create → Single Document
Enter the shipment number of the above collective shipment.
Choose Enter.
Save your document. Enter the document number on line 12 ofyour Transaction Data Sheet.
Task 3:Display the shipment cost document you just created.
1. How many items are in the document? What does each of them referto?
a) Display the shipment cost document:
Logistics → Logistics Execution → Transportation → ShipmentCosts → Display
Enter the number of the document you just created.
Items in the document:
The document contains three items.
They each relate to one of the three shipment stages.
2. Find the following information in the shipment cost document:
What is the status of the shipment cost document?
______________________________________________________
Pricing procedure for the first item:
___________________________________________________
Net value and taxes for the first item:
___________________________________________________
Pricing date for the first item:
___________________________________________________
Invoicing party for the second item:
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SCM611 Lesson: Introduction to Shipment Cost Processing
___________________________________________________
a) Information in the shipment cost document:
� Status of the shipment cost document:
Standard Display � Overview: Freight Cost Items; Status tab
Status: Fully calculated, account assignment fully carriedout, not transferred.
� Pricing procedure for the first item: Detail screen for firstitem, Price setting tab.
Pricing procedure: SDFC00
� Net value and taxes for the first item:
Detail screen for first item, Price setting tab
Net value: 366.63 UNI
Tax tab
Tax: 36.66 UNI
� Pricing date for the first item:
Detail screen for first item, Price setting tab.
Pricing date: Today�s date
� Invoicing party for the second item:
Detail screen for first item, Settlement tab.
Invoicing party: Schmalenbach Shipping, 1930
Task 4:Now create shipment cost documents using collective processing for theshipments you created using collective processing.
1. Go to the worklist for shipment costs and select the shipmentdocuments relevant for shipment costs as follows:
Ext. Identification: RUN##
Overall shipment status: 1 to 7
Created by: Your course User ID
From the list, select your shipments and execute collective processing.Display the log.
How many shipment cost documents were created? ___________
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Unit 7: Basics of Shipment Costs SCM611
Record the document numbers.
a) Create shipment cost documents using collective processing
Select the shipments to be calculated:
Ext. Identification: RUN##
Overall shipment status: 1 to 7
Created by: Your course User ID
Choose Execute.
Select all the shipments displayed and then choose Execute.
Go to the log: Choose Log.
The system generated four shipment cost documents.
Enter the document numbers on lines 13 through 16 of yourTransaction Data Sheet.
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SCM611 Lesson: Introduction to Shipment Cost Processing
Exercise 8: Controlling Shipment CostProcessing
Exercise ObjectivesAfter completing this exercise, you will be able to:� Describe shipment cost type, shipment cost item category and cost
type as controlling elements of the shipment cost document
Business ExampleThe shipment costs are calculated differently depending on the shipmenttype and forwarding agent, various shipment cost types and itemcategories are available in the system. As a Logistics Manager, you want tocheck the controlling elements related to these types in Customizing andthen adapt them to your company�s needs, if necessary.
Task 1:First, take a look at a few controls in Customizing to make sure they meetyour needs.
1. Which shipment cost type is proposed for the shipment types
Individual Shipment - Road, Collective Shipment - Road, and InboundShipment?
Shipment Type Shipment Cost TypeIndividual shipment (0001)Coll. shipment by road( 0002)Inbound shipment (0010)
2. Which cost types in the collective shipment by road (0002) arerelevant for shipment costs?
________________________________________________________
3. Find the control for shipment cost type Standard (0001) inCustomizing.
What does the overall status of the shipment document need to bebefore shipment costs can be created with this shipment cost type?
________________________________________________________
4. List the shipment cost item categories defined in the system.
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Unit 7: Basics of Shipment Costs SCM611
________________________________________________________
5. Go to the Assign shipment costs and item categories screen. Whatshipment cost item categories are found under shipment cost type0002 for cost type Shipment header?
________________________________________________________
Compare these settings with those of shipment cost type 0001.
Task 2:Display the shipment cost document you created for the collectiveshipment in the previous unit.
1. What shipment cost type does this document have?
______________________________________________________
2. What item category does each item have? And what cost type?
______________________________________________________
Note: You can find the cost type of an item by going to theshipment cost item detail screen and selecting the Ref. doc. tab.
3. Go to the detail screen of each item and identify its subitems. Whatsubitems were created? Why?
______________________________________________________
Task 3:For the above collective shipment, you also want to calculate the insurancecosts incurred.
1. Why wasn�t an item for the insurance costs created automatically?
______________________________________________________
2. Call up the shipment cost document in change mode.
Create a new shipment cost item with item category 0003, by enteringthis information manually. Create this item with reference to theshipment header.
Save your document.
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SCM611 Lesson: Introduction to Shipment Cost Processing
Solution 8: Controlling Shipment CostProcessingTask 1:First, take a look at a few controls in Customizing to make sure they meetyour needs.
1. Which shipment cost type is proposed for the shipment types
Individual Shipment - Road, Collective Shipment - Road, and InboundShipment?
Shipment Type Shipment Cost TypeIndividual shipment (0001)Coll. shipment by road( 0002)Inbound shipment (0010)
a) Controls in Customizing:
Default for shipment cost types
IMG: Logistics Execution → Transportation → Shipment Costs→ Shipment Cost Document → Shipment Cost Relevance andDefault for Shipment Cost Type
Shipment Type Shipment Cost TypeIndividual shipment (0001) 0002 SimplifiedColl. shipment by road( 0002) 0001 StandardInbound shipment (0010) 0001 Standard
2. Which cost types in the collective shipment by road (0002) arerelevant for shipment costs?
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Unit 7: Basics of Shipment Costs SCM611
________________________________________________________
a) Cost types:
IMG: Logistics Execution → Transportation → Shipment Costs→ Shipment Cost Document → Shipment Cost Relevance andDefault for Shipment Cost Type
In the dialog structure, choose Define shipment cost relevancefor shipment type .
For collective shipment 0002, the cost types Header and Leg arerelevant for shipment costs.
3. Find the control for shipment cost type Standard (0001) inCustomizing.
What does the overall status of the shipment document need to bebefore shipment costs can be created with this shipment cost type?
________________________________________________________
a) Shipment cost type:
IMG: Logistics Execution → Transportation → Shipment Costs→ Shipment Cost Document → Shipment Cost Types and Itemcategories
Go to the detail screen of shipment cost type 0001:
Ov.stat.shipmt: Shipment completion (5).
4. List the shipment cost item categories defined in the system.
________________________________________________________
a) Shipment cost item categories:
In the dialog structure, choose Define item categories .
The following item categories are defined:
0001: Transportation costs; 0002 General costs; 0003 Insurance ;
0004: Cleaning; 0005 LoadTrns; 0006 Customs
5. Go to the Assign shipment costs and item categories screen. Whatshipment cost item categories are found under shipment cost type0002 for cost type Shipment header?
________________________________________________________
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SCM611 Lesson: Introduction to Shipment Cost Processing
Compare these settings with those of shipment cost type 0001.
a) Assign shipment cost types and item categories:
In the dialog structure, choose Assign shipment cost types anditem categories.
Shipment cost type: 0002
For cost type A, item category 0002 was found.
For shipment cost type 0001, you can enter the item categories0002, 0003, and 0004 manually for cost type A in the shipmentcost document.
Task 2:Display the shipment cost document you created for the collectiveshipment in the previous unit.
1. What shipment cost type does this document have?
______________________________________________________
a) Display shipment cost document for collective shipment:
Logistics → ogistics Execution → ransportation → hipmentCosts → Display
Shipment cost type:
Shipment cost type 0001.
2. What item category does each item have? And what cost type?
______________________________________________________
Note: You can find the cost type of an item by going to theshipment cost item detail screen and selecting the Ref. doc. tab.
a) Item categories and cost types:
The items each have item category 0001.
To view the cost types, go to the detail screen of the item. Choosethe Ref. docs.tab.
Both items have cost type B (shipment leg).
3. Go to the detail screen of each item and identify its subitems. Whatsubitems were created? Why?
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Unit 7: Basics of Shipment Costs SCM611
______________________________________________________
a) Subitems:
→ Detail screen for the item
Item 1: 3 subitems
Item 2: 2 subitems
Item 3: 1 subitem
Subitems are created depending on the calculation base of theexisting condition types. In this case, one subitem was generatedfor each delivery item involved in the respective shipment stage.
Task 3:For the above collective shipment, you also want to calculate the insurancecosts incurred.
1. Why wasn�t an item for the insurance costs created automatically?
______________________________________________________
a) Change shipment cost document:
Logistics → Logistics Execution → Transportation → ShipmentCosts → Change → Single Document
The item was not generated because of the Customizingsetting for shipment cost type 0001; the item category Insurancecosts with reference to cost type Shipment header is not foundautomatically, but can be manually created.
2. Call up the shipment cost document in change mode.
Create a new shipment cost item with item category 0003, by enteringthis information manually. Create this item with reference to theshipment header.
Save your document.
a) Add item:
On the overview screen, choose Create new item.
Enter 0000 (shipment header) as the reference item number and0003 (insurance) as the item category.
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SCM611 Lesson: Introduction to Shipment Cost Processing
Lesson Summary
You should now be able to:� Explain the steps involved in shipment cost processing for shipment
cost calculation and settlement� Create shipment cost documents individually and using collective
processing� Explain the structure of the shipment cost document� Describe the roles of various controlling elements in shipment cost
processing� Explain how item categories are determined in the shipment cost
document� Explain the significance of calculation bases while calculating
shipment costs
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Unit Summary SCM611
Unit SummaryYou should now be able to:� Explain the steps involved in shipment cost processing for shipment
cost calculation and settlement� Create shipment cost documents individually and using collective
processing� Explain the structure of the shipment cost document� Describe the roles of various controlling elements in shipment cost
processing� Explain how item categories are determined in the shipment cost
document� Explain the significance of calculation bases while calculating
shipment costs
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SCM611 Test Your Knowledge
Test Your Knowledge
1. What are the prerequisites to create a shipment cost document?
2. What are the steps involved in the creation of shipment cost documentusing collective processing?
3. The function of the shipment cost items is controlled through the.
Fill in the blanks to complete the sentence.
4. Shipment cost relevance can be controlled by the cost type for eachshipment type.Determine whether this statement is true or false.□ True□ False
5. With reference to a cost type, you can only determine whether or notthe item categories were found automatically by the system.Determine whether this statement is true or false.□ True□ False
6. What are the various calculation bases for shipment costs?
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Test Your Knowledge SCM611
Answers
1. What are the prerequisites to create a shipment cost document?
Answer: To create a shipment cost document, the shipment must berelevant for shipment costs, it must have the required overall statusset in the definition of the shipment cost type, and it must have thestatus set as Planned.
2. What are the steps involved in the creation of shipment cost documentusing collective processing?
Answer: In the first step, comprehensive selection criteria are usedto select the shipments, the system uses a one-step process to createexactly one shipment cost document for each of the shipments, andcollective processing starts to run online for a specific later date or atperiodic intervals.
3. The function of the shipment cost items is controlled through theitem category.
Answer: item category
4. Shipment cost relevance can be controlled by the cost type for eachshipment type.
Answer: True
You can control shipment cost relevance by the cost type for eachshipment type.
5. With reference to a cost type, you can only determine whether or notthe item categories were found automatically by the system.
Answer: False
With reference to a cost type, you can determine whether or not theitem categories were found automatically by the system or createdmanually.
6. What are the various calculation bases for shipment costs?
Answer: The various calculation bases for shipment costs areshipment cost item, handling unit calculation base, deliveriescalculation base, and delivery item.
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Unit 8Calculating Shipment Costs
Unit OverviewThis unit deals with pricing and the functions of shipment cost calculation.It provides a brief overview of the pricing techniques. It explains howto create and change the shipment condition records. It also providesan introduction to the functions, Shipment cost comparison, and Breakweight calculation. It explains the transport-specific features, geographicalinfluencing factors, freight classes, bulky goods and minimum weights,and tax determination.
Unit ObjectivesAfter completing this unit, you will be able to:
� Explain the pricing procedure� Create condition records for shipment rates� Model multidimensional rates and scales� Process several shipment condition records simultaneously using
mass maintenance� Describe the shipment comparison function� Explain break weight calculation� Describe the options to model the geographical factors while
calculating shipment costs� Determine freight codes and freight classes� Determine the relevant pricing and settlement dates in the shipment
cost document� Describe how to include bulk factors and minimum weights� Determine the relevant tax countries in the shipment cost document
Unit ContentsLesson: Shipment Cost Calculation Methods .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .186
Exercise 9: Pricing Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .197Exercise 10: Shipment Condition Records ... . . . . . . . . . . . . . . . . . . . . . . . . . .203
Lesson: Additional Functions for Calculating Shipment Costs... . . . . . . . . .213
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Unit 8: Calculating Shipment Costs SCM611
Lesson: Shipment Cost Calculation Methods
Lesson OverviewThis lesson explains the pricing procedure. It also explains how tocreate condition records for shipment rates. It describes how to modelmulti-dimensional rates and scales and how to process several shipmentcondition records simultaneously using mass maintenance. It describesthe shipment comparison function and break weight calculation.
Lesson ObjectivesAfter completing this lesson, you will be able to:
� Explain the pricing procedure� Create condition records for shipment rates� Model multidimensional rates and scales� Process several shipment condition records simultaneously using
mass maintenance� Describe the shipment comparison function� Explain break weight calculation
Business ExampleABC Corporation procures, manufactures, and sells computers andcomputer hardware. The company has many vendors and customersacross the world. As the Logistics Manager, you want to compare themethods of shipment costs calculation in SAP R/3 Enterprise and selectthe most favorable option. Similarly, you want to select the most favorablescale level.
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SCM611 Lesson: Shipment Cost Calculation Methods
Pricing Procedure
Figure 73: Overview of Shipment Cost Calculation
In this example, 10 tons of a material are shipped by a forwarding agentfrom New York to Washington. The system has to determine the shipmentcosts automatically.
The system first determines the corresponding pricing procedure, whichcontains every possible condition type within shipment pricing in aparticular sequence.
The system reads the first condition type in the pricing procedure. Thecondition type identifies the characteristics of a condition.
For this condition type, the system determines the assigned accesssequence.
The system reads the access sequence. In the sequence, the condition tablesare accessed at least once. The sequence of the condition tables constitutesthe search strategy to determine the corresponding condition record.
The system searches for valid condition records for the condition tables(accesses). A condition record contains the actual shipment rates. Ifno valid condition record exists for the first condition table, the systemsearches for condition records for the second table.
When the system finds a valid condition record for a condition table, thesystem reads the condition record and copies the corresponding valueinto the shipment cost document.
The system repeats all these steps for each condition type until the entirepricing procedure is processed.
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Unit 8: Calculating Shipment Costs SCM611
Figure 74: Determining the Pricing Procedure
All condition types supported for pricing are determined in the pricingprocedure.
The pricing procedure is determined automatically based on the followingcriteria:
� Transportation planning point of the shipment� Shipping type grouped in a shipping type procedure group� Forwarding agent grouped in a service agent procedure group� Shipment cost item category grouped in an item procedure group
You set pricing procedure determination in Customizing.
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SCM611 Lesson: Shipment Cost Calculation Methods
Condition Record for Shipment Costs
Figure 75: Condition Records for Shipment Costs
The aim of pricing is to determine prices and surcharges/discounts (=conditions) for a business transaction and allow the user to influence theseconditions manually.
Prices, surcharges, and discounts are stored in condition records.
You can define conditions at any level. A level corresponds to the fields inthe condition table in which a condition record is stored. As a result, thelevel also represents the key fields for the access to a condition.
Common levels at which price agreements are made are predefined inthe standard system.
You can add any levels that you may need. As a result, you can makeconditions dependent on any field of a business document.
By specifying a validity period, you can restrict a condition to a specificperiod.
You can maintain the values within a condition record (price, surcharge,discount) depending on a scale (weight-based, volume-based orvalue-based scale). You can also use multi-dimensional scales. There is nolimit to the number of scale levels.
For each condition record, you can define a lower and an upper limit thatwill allow you to manually change a pricing element within the limitsspecified.
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Unit 8: Calculating Shipment Costs SCM611
Figure 76: Multidimensional Freight Agreement
You can maintain multi-dimensional freight agreements and representthem in an easy-to-use freight table for the freight cost area.
Example:
You have agreed on a tariff with your forwarding agent that depends onboth the distance and the weight of the load to be shipped. You have alsoagreed on the minimum and maximum prices. The following freight costsarise from the freight table:
� A load of 9 tons is transported 320 miles. You determine a price of 373USD per ton. This calculates the shipment cost as 3357 USD.
� A load of 4.9 tons is transported 400 miles. A price of 435 USD per tonwas determined, giving 2131.5 USD in total. However, the maximumvalue is 2000 USD.
� A load of 1 ton is transported 250 miles. You determine a price of336 USD but the minimum price is 450 USD. As a result, you charge450 USD.
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SCM611 Lesson: Shipment Cost Calculation Methods
Figure 77: Multidimensional Condition Types
To represent multi-dimensional freight charges, you must define acondition type with themulti-dimensional calculation type.
Several scales (up to a maximum of three scales) can be assigned to thiscondition type.
The scales are defined as master data , regardless of the condition type,and can be assigned to several condition types. Scales have differentscale bases, such as distance, gross or net weight, postal code, tariff zone,number of handling units, travel time, and total duration. A calculationtype is specified for each scale level. You can also define the minimumand maximum prices.
When you create a condition record, the scales assigned to the conditiontype appear as default values. You can replace these values with othervalues, if necessary.
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Unit 8: Calculating Shipment Costs SCM611
Figure 78: Mass Maintenance of Shipment Condition Records
You can change several shipment condition records simultaneously.This enables you to respond quickly and efficiently to changes in theforwarding agent�s rates.
To make the changes, select the condition record to be changed in thechange mode. Then, select Change amount and enter the percentage orabsolute value by which the condition record should be increased orreduced.
To make the price change valid after a certain date if the price is increasedby 5%, for example, on the first day of the next month:
� Using the function, Create with reference, create new validity periodsfor the existing condition records.
� Using Change, call the condition records for the new validity periodand make the changes, as described above.
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SCM611 Lesson: Shipment Cost Calculation Methods
Shipment Comparisons
Figure 79: Shipment Comparisons
The system can calculate two different shipment costs and compare thecosts, automatically selecting the most favorable result.
Example:
� You can, for example, create condition types with the deliveryitems calculation base and condition types with the handling unitscalculation base in the same pricing procedure. You can then definecondition exclusion groups (A and B) and assign the two conditiontypes with additional discounts to the two different exclusion groups.You then assign these exclusion groups to the pricing procedure andspecify the exclusion process, Best condition between the two exclusiongroups.
� If you now carry out a shipment cost calculation for which the abovepricing procedure is determined, the system calculates the freightvalue for exclusion group A and exclusion group B. In the firstcase, the calculation is performed for each delivery item. The finalshipment price is 1,358 USD. In the second variant, the handling unitcalculates the costs. There are six pallets. The shipment price is 1250USD. Based on the exclusion process, the system selects the mostfavorable variant and calculates the costs by handling unit.
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Unit 8: Calculating Shipment Costs SCM611
Break Weight Calculation
Figure 80: Break Weight Calculation
The break weight calculation is used to choose the most favorable scalelevel for the calculation when using scaled shipment cost agreements.
The break weight is the weight at which it is favorable to calculate aheavier weight so that you reach a high and cheap scale level.
Example:
You have agreed on shipment costs for 60 USD per TO for the scale level 5to 10 tons to be transported but only 50 USD per TO for scale level 10 to 15.
A shipment of 9 tons would cost 540 USD in the scale level, 5 to 10. Itwould be cheaper to calculate the shipment costs for a weight of 10 tons sothat it reaches the next scale level and only costs 500 USD.
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SCM611 Lesson: Shipment Cost Calculation Methods
Figure 81: Break Weight Calculation Customizing
You need two condition types to use break weight calculation. The firstcondition type is used for normal shipment cost calculations at the correctscale level. The second condition type calculates the cost at the next scalelevel. The system uses a condition exclusion procedure to compare the twovalues and use the cheaper value.
You must make the following Customizing settings:
� Define two condition types. The second condition type must refer tothe first and use the same condition records.
� Assign the same scales to both the condition types and activatethe break weight indicator for the second condition type. Formulti-dimensional scales, activate this indicator for the scale in whichthe break weight should be calculated.
� Define an exclusion condition procedure that chooses the cheapestvalue.
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Unit 8: Calculating Shipment Costs SCM611
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SCM611 Lesson: Shipment Cost Calculation Methods
Exercise 9: Pricing Control
Exercise ObjectivesAfter completing this exercise, you will be able to:� Describe the pricing settings o calculate the shipment cost
Business ExampleThe forwarding agents and service agents of your company structure theirrates very differently. They are dependent on a range of influencing factorssuch as distance, weight, and freight class.
As the Logistics Manager of the company, you want to understand thesettings and define different condition types in the system to modeldifferent rates.
Task 1:Practice the Customizing settings for pricing within shipment costs in thefollowing exercises.
1. Find out which pricing procedure is used in transportation planningpoint 1000.
What does the procedure determination also depend on?
_____________________________________________
2. Briefly describe the control elements of the pricing procedure.
List the condition types this procedure contains.
3. Display the condition types.
Which access sequence is assigned to condition type FB00?
_____________________________________________
4. What accesses does this access sequence contain?
____________________________________________
Task 2:The calculation base is assigned to condition types in Customizing.
1. Which calculation base do the following condition types have?
FB00: _______________________________
FS00: _______________________________
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Unit 8: Calculating Shipment Costs SCM611
FGE0: _______________________________
FV00: _______________________________
Task 3:Explore condition type FGE0.
1. What calculation type does the condition type have?
_____________________________________________
2. What scales are assigned to this condition type?
____________________________________________
3. Create a new session and go to the master data. Display the scalesassigned to condition type FGE0. What scale base type and unit ofmeasure do they each have?
Scale ID Scale Base Type Unit of Measure
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SCM611 Lesson: Shipment Cost Calculation Methods
Solution 9: Pricing ControlTask 1:Practice the Customizing settings for pricing within shipment costs in thefollowing exercises.
1. Find out which pricing procedure is used in transportation planningpoint 1000.
What does the procedure determination also depend on?
_____________________________________________
a) Customizing for shipment cost pricing:
IMG: Logistics Execution → Transportation → Shipment Costs→ Pricing → Pricing Control
Determine pricing procedure.
→ Define and assign pricing procedures → Define pricingprocedure determination for shipment costs
Select transportation planning point 1000 and choose Determinepricing procedure in the dialog structure.
The pricing procedure SDFC00 is found in all cases.
Determination also depends on:
� Item procedure group: Grouping the shipment cost itemcategories
� Service agent procedure group: Grouping the forwardingagents
� Shipping type procedure group: Grouping the shippingtypes
2. Briefly describe the control elements of the pricing procedure.
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Unit 8: Calculating Shipment Costs SCM611
List the condition types this procedure contains.
a) Controlling the pricing procedure:
→ Define and assign pricing procedures → Maintain pricingprocedure
Select the entry SDFC00 and choose Control data in the dialogstructure.
The procedure contains the following condition types:
FB00, FBS0, FS01, FS00, FV00, FGE0, SP00, FSP1, FB10, FD00,FD10, FT00, and FK00
3. Display the condition types.
Which access sequence is assigned to condition type FB00?
_____________________________________________
a) Condition types:
→ Define condition types
Go to the detail screen for FB00:
Access sequence: MATK
4. What accesses does this access sequence contain?
____________________________________________
a) Access sequence:
→ Define access sequences
Select the entry MATK, and choose Accesses in the dialogstructure.
Access 1: Table 126: Service agent/TariffZoneDep/Tariff-zoneDest/Freight Class
Access 2: Table 125: Service agent/tariff zone dep./tariff zonetarget/
Task 2:The calculation base is assigned to condition types in Customizing.
1. Which calculation base do the following condition types have?
FB00: _______________________________
FS00: _______________________________
FGE0: _______________________________
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SCM611 Lesson: Shipment Cost Calculation Methods
FV00: _______________________________
a) Calculation bases:
IMG: Logistics Execution → Transportation → Shipment Costs→ Pricing → Pricing Control → Define condition types
Go to the detail screens of each of the condition types below:Section: Freight costing: Field: Calc. base
FB00: B Delivery item
FS00: C Handling units
FGE0: D Shipment costs item
FV00: D Shipment costs item
Task 3:Explore condition type FGE0.
1. What calculation type does the condition type have?
_____________________________________________
a) Condition type FGE0:
IMG: Logistics Execution → Transport → Shipment Costs →Pricing → Pricing Control → Define condition types
Calculation type:
Detail screen for FGE0:
Calculation type: Multi-dimensional
2. What scales are assigned to this condition type?
____________________________________________
a) Scales:
In the dialog structure, choose Scales for condition types.
Scales:
Scale base D; Scale ID 3
Scale base R; Scale ID 12
3. Create a new session and go to the master data. Display the scalesassigned to condition type FGE0. What scale base type and unit ofmeasure do they each have?
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Unit 8: Calculating Shipment Costs SCM611
Scale ID Scale Base Type Unit of Measure
a) Master data for scales:
Logistics → Logistics Execution → Master Data →Transportation → Shipment Costs → Scales → Display
Enter each scale ID and find out what the fields Scale basis andScale unit of measure contain.
Scale ID Scale Base Type Unit of Measure3 D KG12 R KM
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SCM611 Lesson: Shipment Cost Calculation Methods
Exercise 10: Shipment Condition Records
Exercise ObjectivesAfter completing this exercise, you will be able to:� Create shipment condition records� Explain the effects of pricing and condition records on the shipment
cost document
Business ExampleAs the Logistics Manager of the company, you want to maintain masterdata for the different rates, which you agreed with your forwarding agents,in the form of condition records.
Task 1:You have agreed upon rates with your forwarding agent TransLog, whichhandles inbound shipments. These rates are scaled according to weight,and distance.
1. Create a condition record for this forwarding agent for themulti-dimensional condition type FGE0.
Condition type: FGE0
Forwarding agent: T-S11G##
Unit: UNI
Go to the Scales screen and enter feasible values in all entry fieldsin the table.
Task 2:Now create a shipment cost document for the inbound shipment with theforwarding agent T-S11G## from line 4 on the Transaction Data Sheet.
1. What is the shipment cost type of this document?
_____________________________________________
2. Identify which items were created and why.
____________________________________________
3. Check whether or not the system has used the condition record youcreated.
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Unit 8: Calculating Shipment Costs SCM611
4. Save the document and record the document number on line 17 ofyour Transaction Data Sheet.
Task 3:You have arranged tariffs scaled according to weight with the forwardingagent Nordspeed (1058). This calculation includes the break weight.
1. What does the term break weight mean?
_____________________________________________
Consult your training material to remember how break weights arecalculated in the system.
2. Display the outbound shipment that the system has already created.
How much does it weigh in total?
_____________________________________________
3. Display the shipment cost document (which has also already beencreated) for this shipment.
What is the net value of the shipment cost item?
______________________________________________
Look at the calculation by going to the pricing screen for the item.
Look at the relevant condition record.
Which weight was actually used for the calculation?
______________________________________________
Task 4:Optional
In addition to its weight-dependent tariffs, your forwarding agent,Nordspeed, has tariffs in which the shipment costs are calculated based onshipping units.
1. Display the associated condition record.
Condition type: FS00
Key combination: Service agent/tariff zone dep./tariff zonetarget/shipping mat
Service agent: 1058
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SCM611 Lesson: Shipment Cost Calculation Methods
Shipping material: PK-100
Which amount is defined here?
_____________________________________________
2. Create the shipment cost document for the collective shipment fromHamburg to Stuttgart.
Which tariff is used: the weight-dependent tariff or the tariff basedon shipping units?
______________________________________________
Why?
______________________________________________
Save the document and record the document number on line 18 ofyour Transaction Data Sheet.
3. Find the settings for this in Customizing.
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Unit 8: Calculating Shipment Costs SCM611
Solution 10: Shipment Condition RecordsTask 1:You have agreed upon rates with your forwarding agent TransLog, whichhandles inbound shipments. These rates are scaled according to weight,and distance.
1. Create a condition record for this forwarding agent for themulti-dimensional condition type FGE0.
Condition type: FGE0
Forwarding agent: T-S11G##
Unit: UNI
Go to the Scales screen and enter feasible values in all entry fieldsin the table.
a) Create condition record for FGE0.
Logistics → Logistics Execution → Master Data →Transportation → Shipment Costs → Prices → Create
Condition type: FGE0
Service agent: T-S11G##
Unit: UNI
Select your entry and choose Scales.
Confirm the scale assignment and then enter your values in allentry fields in the rate table.
Task 2:Now create a shipment cost document for the inbound shipment with theforwarding agent T-S11G## from line 4 on the Transaction Data Sheet.
1. What is the shipment cost type of this document?
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SCM611 Lesson: Shipment Cost Calculation Methods
_____________________________________________
a) Create a shipment cost document.
Note: Make sure the status of the shipment documentis set to at least Planned before creating the shipmentcost document.
Logistics → Logistics Execution → Transportation → ShipmentCosts → Create → Single Document
Enter the number of the inbound shipment from Exercise 1-1 inthe Creating Shipments unit. See line 4 on the Transaction DataSheet.
Shipment cost type of the document:
Shipment cost type: 0001 Standard
2. Identify which items were created and why.
____________________________________________
a) Items:
Two items were created, one for each shipment leg.
These items were created because of item category determinationfor shipment cost type 0001. The system creates an item withitem category 0001 for each shipment leg automatically.
3. Check whether or not the system has used the condition record youcreated.
a) Condition record:
Go to the detail screen for one of the two items.
Go to the condition screen for one of the subitems shown underthe Shipment cost item tab. Notice the condition record FGE0 isused.
4. Save the document and record the document number on line 17 ofyour Transaction Data Sheet.
a) Save the shipment cost document. Record the document numberon line 17 of your Transaction Data Sheet.
Task 3:You have arranged tariffs scaled according to weight with the forwardingagent Nordspeed (1058). This calculation includes the break weight.
1. What does the term break weight mean?
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Unit 8: Calculating Shipment Costs SCM611
_____________________________________________
Consult your training material to remember how break weights arecalculated in the system.
a) Break-weight:
The break weight is the weight at which it is favorable tocalculate a weight that is heavier than the actual weight so thatyou reach a high and cheap scale level.
2. Display the outbound shipment that the system has already created.
How much does it weigh in total?
_____________________________________________
a) Display the shipment.
Logistics → ogistics Execution → Transportation →Transportation Planning → Display
Enter the shipment number of the outbound shipment fromthe unit.
Total weight: 467.1 kg
3. Display the shipment cost document (which has also already beencreated) for this shipment.
What is the net value of the shipment cost item?
______________________________________________
Look at the calculation by going to the pricing screen for the item.
Look at the relevant condition record.
Which weight was actually used for the calculation?
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SCM611 Lesson: Shipment Cost Calculation Methods
______________________________________________
a) Display the shipment cost document.
Logistics → Logistics Execution → Transportation → ShipmentCosts → Display
Enter the number of the associated shipment cost document.
Net value of the shipment cost item: 180 UNI
Item detail Condition detail :
Here you can see that calculation using condition type FBS0 isactive; this is the break weight calculation with a weight of 500kg.
The actual calculation using condition type FB00 and the actualweight of 467 kg are not active, because the break weight valueis more favorable.
Task 4:Optional
In addition to its weight-dependent tariffs, your forwarding agent,Nordspeed, has tariffs in which the shipment costs are calculated based onshipping units.
1. Display the associated condition record.
Condition type: FS00
Key combination: Service agent/tariff zone dep./tariff zonetarget/shipping mat
Service agent: 1058
Tariff zone - departure: DE20
Tariff zone - destination: DE70
Shipping material: PK-100
Which amount is defined here?
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Unit 8: Calculating Shipment Costs SCM611
_____________________________________________
a) Shipment cost comparison:
Display condition record.
Logistics → Logistics Execution → Master Data →Transportation → Shipment Costs → Prices → Display
Condition type: FS00
Choose the second key combination (service agent/tariff zonedep/tariff zone dest/shipping material).
Service agent: 1058
Tariff zone - departure: DE20
Tariff zone - destination: DE70
Shipping material: PK-100
Rate: 6.50 UNI per piece
Note: If the rate in the condition record is not the same asthat listed above, change it. In addition, make sure thatthe condition record is not deleted.
2. Create the shipment cost document for the collective shipment fromHamburg to Stuttgart.
Which tariff is used: the weight-dependent tariff or the tariff basedon shipping units?
______________________________________________
Why?
______________________________________________
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SCM611 Lesson: Shipment Cost Calculation Methods
Save the document and record the document number on line 18 ofyour Transaction Data Sheet.
a) Create a shipment cost document.
Logistics → Logistics Execution → Transportation → ShipmentCosts → Create → Single Document
Enter the number of the collective shipment going fromHamburg to Stuttgart.
Go to the detail screen of the item.
Since the rate is active at the handling units level, conditionrecord FS00 (rate per handling unit) is used.
The system runs a shipment cost comparison between conditiontypes FB00 and FS00 in the background. This is achieved inCustomizing using a condition exclusion procedure.
Save the document and record the document number on line 18of your Transaction Data Sheet.
3. Find the settings for this in Customizing.
a) See Customizing for condition exclusion.
IMG: Logistics Execution → Transportation → Shipment Costs→ Pricing → Pricing Control → Condition Exclusion
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Unit 8: Calculating Shipment Costs SCM611
Lesson Summary
You should now be able to:� Explain the pricing procedure� Create condition records for shipment rates� Model multidimensional rates and scales� Process several shipment condition records simultaneously using
mass maintenance� Describe the shipment comparison function� Explain break weight calculation
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SCM611 Lesson: Additional Functions for Calculating Shipment Costs
Lesson: Additional Functions for Calculating ShipmentCosts
Lesson OverviewThis lesson describes the options to model the geographical factors whilecalculating shipment costs. It explains how to determine freight codes,freight classes, and the relevant pricing and settlement dates in theshipment cost document. It also describes how to include bulk factors andminimum weights. In addition, it explains how to determine the relevanttax countries in the shipment cost document.
Lesson ObjectivesAfter completing this lesson, you will be able to:
� Describe the options to model the geographical factors whilecalculating shipment costs
� Determine freight codes and freight classes� Determine the relevant pricing and settlement dates in the shipment
cost document� Describe how to include bulk factors and minimum weights� Determine the relevant tax countries in the shipment cost document
Business ExampleABC Corporation procures, manufactures, and sells computers andcomputer hardware. The company has many vendors and customersacross the world.
As the Logistics Manager of the company, you need to consider thefollowing requirements when calculating shipment costs:
� Most of the tariffs agreed with the forwarding agent depend ondistance or tariff zones.
� Some tariffs also depend on the freight class of the material.� Some service agents also take into account the bulkiness of the
transported goods.� Because the tariffs sometimes depend on the date, the system must
determine the correct pricing date.� The system must also determine the correct date for the transfer to
FI and CO.� For tax reasons, the system must determine the relevant tax country
automatically.
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Unit 8: Calculating Shipment Costs SCM611
As a result, you want to automate and simplify the process using theadditional functions available in SAP R/3 Enterprise to meet all therequirements while calculating the shipment cost.
Modeling Geographical Factors
Figure 82: Geographical Influencing Factors
You have the following options available to model geographical factors inthe system as part of the pricing process:
Distances:
� The distance is either specified manually in the shipment stage orshipment header or adopted automatically from the route stage.To determine the distance automatically, a customer enhancement(enhancement V56DISTZ) is available.
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SCM611 Lesson: Additional Functions for Calculating Shipment Costs
Locations and Zones
� You can use data such as country, region, postal code, andtransportation zone as fields to define condition tables from theaddress data of the shipment.
� You can set the automatic determination of tariff zones inCustomizing. A tariff zone is a combination of a postal code areaof a country. Tariff zones are defined in terms of the transportationplanning point, the service agent, the shipping point, and the country.For example, a postal code area is assigned to a predefined tariffzone for a combination of transportation planning point and serviceagent. Depending on your settings, the tariff zone is automaticallydetermined by the system when a shipment cost item is created, thatis, when a shipment cost document is created or when an additionalitem is created manually.
Determining Freight Code and Freight Classes
Figure 83: Determining the Freight Code
Forwarding agents and railroads may use freight codes to classify thegoods they have to ship. Freight codes are used to communicate withforwarding agents and are specified in the shipment papers.
Specific freight codes are defined in each freight code set.
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Unit 8: Calculating Shipment Costs SCM611
Freight codes are determined in two steps:
1. Automatic determination of the freight code set using the followingcriteria:
� Country of origin� Shipping type (truck or rail)� Forwarding agent (forwarding agent freight group in the vendor
master)2. Automatic determination of the freight code using the following
criteria:
� Freight code set� Material (material freight group in the material master)
The Material Freight Group is entered in the Sales: General Plant Data viewin the Material Master.
Figure 84: Freight Classes
You can use the freight class as a criterion to calculate the shipmentcost. For example, you can create condition records for freight rates thatspecifically refer to a combination of tariff zone and freight class.
Within one freight code set, one or more freight codes are assigned to afreight class.
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SCM611 Lesson: Additional Functions for Calculating Shipment Costs
Determining Pricing and Settlement Dates
Figure 85: Pricing and Settlement Dates
Pricing Date:
The pricing date is the date that determines date-dependent pricingelements, such as conditions and the foreign currency rates.
Settlement Date:
The settlement date is the date that is used to record the shipment costitem in Financial Accounting and Controlling. The settlement date is takeninto account while determining taxes.
When a shipment cost item is calculated, the system automaticallydetermines the pricing and the settlement date based on the correspondingCustomizing settings (defining and assigning date rules).
You can only maintain the pricing and settlement dates at the headerlevel when you create the shipment cost document. Then, you cannotmaintain or change these dates. If you maintain dates, the dates areadopted as default dates in the item and they overwrite the dates that areautomatically proposed by the system.
You can change the pricing and the settlement date at the item level onlyunder certain conditions. You can only change the settlement date as longas the shipment costs are not assigned to an account. You can change thepricing date as long as the item is not transferred.
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Unit 8: Calculating Shipment Costs SCM611
Including Bulk Factors and Minimum Weights
Figure 86: Bulk Factors and Minimum Weights
If you are dealing with bulky goods, you can use a weight adjustedaccording to a bulkiness factor, instead of the actual weight whencalculating shipment costs.
You can also specify aminimum weight to be calculated for a particularhandling unit.
To do this, you can define bulkiness groups with bulkiness factors andminimum weights.
The bulkiness group is determined during calculation using the conditiontechnique of pricing. The condition type SP00 is available in the standardsystem for this purpose.
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SCM611 Lesson: Additional Functions for Calculating Shipment Costs
Determining the Tax Countries
Figure 87: Determining the Relevant Tax Country
When calculating the shipment costs, the system can also determinerelevant taxes.
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Unit 8: Calculating Shipment Costs SCM611
To calculate taxes within shipment cost calculation, the system refers to theshipment cost document to determine the country of departure and thedestination country for tax determination. The following rules apply:
� Departure tax country:
If the country of departure is not unique, the decisive factor is thereference of the shipment cost item.
� Item refers to the shipment header: The country of departureof the first leg is used.
� Item refers to a shipment stage (leg, load transfer point, orborder crossing point): The departure country of the shipmentstage is used.
� Destination tax country:
If the destination country is not unique, the decisive factor is also thereference of the shipment cost item:
� Item refers to the shipment header: The country of destinationof the last leg is used as the tax country.
� Item refers to a shipment leg: The country of destination of theshipment stage is used as the tax country.
� Item refers to a load transfer or border crossing point: Thecountry of departure of the shipment stage is used as the taxcountry.
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SCM611 Lesson: Additional Functions for Calculating Shipment Costs
Lesson Summary
You should now be able to:� Describe the options to model the geographical factors while
calculating shipment costs� Determine freight codes and freight classes� Determine the relevant pricing and settlement dates in the shipment
cost document� Describe how to include bulk factors and minimum weights� Determine the relevant tax countries in the shipment cost document
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Unit Summary SCM611
Unit SummaryYou should now be able to:� Explain the pricing procedure� Create condition records for shipment rates� Model multidimensional rates and scales� Process several shipment condition records simultaneously using
mass maintenance� Describe the shipment comparison function� Explain break weight calculation� Describe the options to model the geographical factors while
calculating shipment costs� Determine freight codes and freight classes� Determine the relevant pricing and settlement dates in the shipment
cost document� Describe how to include bulk factors and minimum weights� Determine the relevant tax countries in the shipment cost document
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SCM611 Test Your Knowledge
Test Your Knowledge
1. What are the criteria to determine the pricing procedureautomatically?
2. Prices, surcharges, and discounts are stored in.
Fill in the blanks to complete the sentence.
3. How do you define scales?
4. How do you make changes in several shipment condition recordssimultaneously?
5. You cannot create condition types with the delivery items calculationbase and condition types with the handling units calculation basein the same pricing procedure.Determine whether this statement is true or false.□ True□ False
6. What are the two condition types used for break weight calculation?
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Test Your Knowledge SCM611
7. You can use data such as country, region, postal code, andtransportation zone as fields to define condition tables from the
of the shipment.Fill in the blanks to complete the sentence.
8. Within one freight code set, one or more freight codes are assigned toa freight class.Determine whether this statement is true or false.□ True□ False
9. The is the date that is used to recordthe shipment cost item in Financial Accounting and Controlling, andis also taken into account to determine taxes.Fill in the blanks to complete the sentence.
10. How do you specify a minimum weight to be calculated for aparticular handling unit?
11. What does the shipment cost item refer to in the case of departure anddestination tax countries?
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SCM611 Test Your Knowledge
Answers
1. What are the criteria to determine the pricing procedureautomatically?
Answer: The pricing procedure is determined automatically basedon the transportation planning point of the shipment, shipping type,forwarding agent, and shipment cost item category.
2. Prices, surcharges, and discounts are stored in condition records.
Answer: condition records
3. How do you define scales?
Answer: Scales are defined as master data, regardless of the conditiontype, and are assigned to several condition types.
4. How do you make changes in several shipment condition recordssimultaneously?
Answer: To make changes in several shipment condition recordssimultaneously, select the condition record to be changed in changemode, select Change amount, and enter the percentage or absolutevalue by which the condition record should be increased or reduced.
5. You cannot create condition types with the delivery items calculationbase and condition types with the handling units calculation basein the same pricing procedure.
Answer: False
You can create condition types with the delivery items calculationbase and condition types with the handling units calculation basein the same pricing procedure.
6. What are the two condition types used for break weight calculation?
Answer: The first condition type calculates the normal shipment costat the correct scale level and the second condition type calculatesthe cost at the next scale level.
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Test Your Knowledge SCM611
7. You can use data such as country, region, postal code, andtransportation zone as fields to define condition tables from theaddress data of the shipment.
Answer: address data
8. Within one freight code set, one or more freight codes are assigned toa freight class.
Answer: True
One or more freight codes are assigned to a freight class within onefreight code set.
9. The settlement date is the date that is used to record the shipmentcost item in Financial Accounting and Controlling, and is also takeninto account to determine taxes.
Answer: settlement date
10. How do you specify a minimum weight to be calculated for aparticular handling unit?
Answer: To specify a minimumweight to be calculated for a handlingunit, you can define bulkiness groups with bulkiness factors andminimum weights determined during calculation using the conditiontechnique of pricing.
11. What does the shipment cost item refer to in the case of departure anddestination tax countries?
Answer: The shipment cost item refers to the shipment header,shipment stage, leg, and load transfer point or border crossing point.
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Unit 9Shipment Cost Settlement
Unit OverviewThis units explains how the shipment costs are assigned and transferredto Accounting and Controlling. It also explains cost settlement withthe service agent using manual invoice verification or the credit memoprocedure.
Unit ObjectivesAfter completing this unit, you will be able to:
� Explain the steps involved in shipment cost settlement� Explain account assignment in shipment cost settlement� Transfer the shipment costs to Financial Accounting� Create a credit memo using the credit memo procedure� Explain the procedure used if shipment costs are to be considered as
delivery costs
Unit ContentsLesson: Steps in Shipment Cost Settlement ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . .228
Exercise 11: Assigning and Transferring Costs .. . . . . . . . . . . . . . . . . . . . . . .239Exercise 12: Creating Credit Memos ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .245
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Unit 9: Shipment Cost Settlement SCM611
Lesson: Steps in Shipment Cost Settlement
Lesson OverviewThis lesson explains the steps involved in shipment cost settlement. It alsoexplains how to assign accounts assignment in shipment cost settlement.It describes how to create a purchase order for external services and thentransfer the shipment costs to Financial Accounting. It also describes howto create a credit memo using the credit memo procedure. In addition,it explains the procedure used if shipment costs are to be considered asdelivery costs.
Lesson ObjectivesAfter completing this lesson, you will be able to:
� Explain the steps involved in shipment cost settlement� Explain account assignment in shipment cost settlement� Transfer the shipment costs to Financial Accounting� Create a credit memo using the credit memo procedure� Explain the procedure used if shipment costs are to be considered as
delivery costs
Business ExampleABC Corporation procures, manufactures, and sells computers andcomputer hardware. The company has many vendors and customersacross the world.
As the Logistics Manager, you need to post accruals for expected paymentsearly in the process so that costs are transferred to FI and CO before thepayment is made.
Based on the data calculated, you also need to periodically send creditmemos to the service agents. At the same time, payables are posted inFI, and the accruals are dissolved. In some cases, you need to verify theinvoices received from the service agents and create invoices in the system.For inbound shipments, you need to add the shipment costs as deliverycosts to the material and settle these costs in materials management.
To simplify and automate the cost settlement process, you need to use thevarious options and functions available in SAP R/3 Enterprise.
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SCM611 Lesson: Steps in Shipment Cost Settlement
Overview of the Shipment Cost Settlement Process
Figure 88: Shipment Cost Settlement with Direct Transfer
Shipment costs are settled with the service agent by shipment cost item.
Settlement includes:
� Assigning and transferring shipment costs to Financial Accounting,forming accruals, and assigning costs to a CO object.
� Settlement of costs with the service agent: Posting payables bycanceling the accruals.
You need to enter and accept the services provided before you can transferthe costs to Financial Accounting. The system automatically creates theservice entry sheet based on a purchase order for external services.
Before you can settle costs with the service agent, you need to create aninvoice using manual invoice verification or create a credit memo usingthe credit memo procedure.
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Unit 9: Shipment Cost Settlement SCM611
Figure 89: Steps During Settlement
During account assignment, the system determines the correct G/Laccount in Financial Accounting for each shipment cost item and theassignment for Controlling. Account assignment can be carried out atdifferent levels, depending on how detailed you want to track the costs.
Transferring services to Financial Accounting to establish accrualsrequires the entry of the services performed. Each service entry sheet isbased on a purchase order. You must initially create this purchase orderfor the service agent in Purchasing. During the posting process, servicesperformed are accepted. To establish accruals, the system generatesan accounting document in Financial Accounting. The system createsadditional documents in Financial Accounting.
Using the credit memo procedure, which is also referred to as the ERS(Evaluated Receipt Settlement) procedure, you can settle the shipmentcosts with the service agents without receiving invoices from them. Youcan choose from various settlement periods. You need to transfer theshipment costs that are calculated to Financial Accounting. The serviceagent verifies the invoices. If the service agent discovers variances, you canpost these variances as subsequent debits/credits.
If you receive invoices from the service agent, you can also verify andcreate the invoices manually.
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SCM611 Lesson: Steps in Shipment Cost Settlement
Figure 90: Automating Calculation and Settlement
When you assign item categories to shipment cost types in Customizing,you can define the degree of automatic processing.
When shipment cost documents are created, either individually or usingcollective processing, the shipment cost items are generated based onthe predefined degree of automatic processing. This means that theshipment cost items can be created automatically and the shipment costsare calculated, assigned, or transferred automatically.
Account Assignment
Figure 91: Automatic G/L Account Determination
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Unit 9: Shipment Cost Settlement SCM611
G/L account determination is a standard function of MaterialsManagement.
To establish accruals and post the payables, the system must firstdetermine the correct G/L accounts in Financial Accounting that are tobe posted to.
G/L account determination is carried out automatically. The system usesthe following parameters to determine the accounts:
� Chart of accounts - Available in the company code of thetransportation planning point.
� Valuation grouping code - Available in the valuation area of theplant that is assigned to the transportation planning point and theshipment cost type.
� Transaction key - Always GBB.� Account grouping - Available in the Customizing setting of the
account assignment category.� Valuation class - Available in the Customizing setting of the
shipment cost item category.
G/L accounts are determined at the shipment cost item level.
Figure 92: Assignment for Controlling
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SCM611 Lesson: Steps in Shipment Cost Settlement
To post to objects in Controlling, the system must first determine thecorrect objects. The system automatically determines these objects inControlling. The following parameters are important:
� Account assignment category:
Determines which object is to be posted to (for example, cost center ororder) and which account assignment data is required.
� Cost distribution:
Determines the level at which costs are to be transferred, dependingon how detailed you want to track costs. Possible distributionmethods are by shipment cost item, delivery, or delivery item. Thesedistributions are completely independent of the calculation bases. Ifthey agree with the calculation bases, the system distributes the costsaccording to origin. If the costs are distributed to a more detailedlevel than the calculation base, this is carried out according to theproportional weight. For example, you can calculate the costs byshipment cost item and distribute the costs at the delivery item level.
� Origin of CO assignments:
Defines the origin of the information that is used to determine theCO object.
All the three parameters are defined in Customizing for each itemcategory.
Transferring Shipment Costs to Financial Accounting
Figure 93: Transfer Options
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Unit 9: Shipment Cost Settlement SCM611
There are several procedures that you can use to transfer shipment costdocuments to Financial Accounting.
You can manually set the transfer indicator in the shipment costdocument for each shipment cost item. When the document is saved, it isautomatically transferred.
You can start a collective processing run to change shipment costdocuments (for example, all the documents created to this date) andtransfer the shipment costs of all documents in this collective processingrun. You can also execute this collective processing run overnight toreduce system load.
When you create shipment cost documents either individually or usingcollective processing, the system can automatically transfer the shipmentitems depending on your settings.
Figure 94: Transfer to Financial Accounting
Transfer to Financial Accounting to establish accruals requires the entryand acceptance of services performed. The corresponding service entrysheet is automatically created by the system during transfer.
Each service entry sheet is based on an external service order. To transferthe costs to Financial Accounting and settle the costs, the system mustdetermine a valid service order. This external service order is created inPurchasing. You can create the service order monthly for the service agent.Important criteria for the service order include service agent, purchasingorganization, purchasing group, plant, and item category.
When the system has automatically determined a valid service order, aservice entry sheet is created that refers to the service order.
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SCM611 Lesson: Steps in Shipment Cost Settlement
Invoice Creation
Figure 95: Credit Memo Procedure
The credit memo procedure, which is also referred to as the ERSprocedure, �Evaluated Receipt Settlement� is used to settle shipment costsdirectly without receiving an invoice.
On the basis of the calculated shipment costs, you issue a credit memo tothe service agent. The payee needs to verify this credit memo.
The calculated shipment costs are transferred directly to FinancialAccounting where the payables are posted and the accruals are dissolved.If the service agent finds any variances during invoice verification, youpost these variances as subsequent debits/credits.
You can create single credit memos, that is, a credit memo for eachshipment cost item and service agent or you periodically create collectivecredit memos by service agent. The settlement periods for periodicsettlement are flexible.
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Unit 9: Shipment Cost Settlement SCM611
Figure 96: Manual Invoice Verification
When you verify invoices manually, you receive an invoice from theservice agent. You manually create an invoice in the system, verify thisinvoice, and post it manually.
Figure 97: Shipment Costs as Delivery Costs
In the case of incoming shipments or shipments within the company, youcan use shipment costs as delivery costs.
The shipment costs determined in the shipment cost document are notdirectly transferred to Financial Accounting but are entered in the goodsreceipt document in MM and added to the relevant material.
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SCM611 Lesson: Steps in Shipment Cost Settlement
Example of this type of business process:
� You create a purchase order for the vendor. You do not know whatthe exact shipment costs are. As a result, the costs are not included inthe purchase order.
� You create an inbound delivery based on the purchase order.� You generate an inbound shipment with one or more inbound
deliveries.� Then, you create the shipment cost document. This is only relevant
to the calculation and not to the settlement of the costs.� When you post the goods receipt with reference to the inbound
delivery, the system refers to the shipment costs. In this case, theyrepresent delivery costs. This increases the value of the material andthe unit costs also.
� You settle the costs with the vendor and forwarding agent usinginvoice verification in MM. The shipment costs are treated as planneddelivery costs.
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Unit 9: Shipment Cost Settlement SCM611
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SCM611 Lesson: Steps in Shipment Cost Settlement
Exercise 11: Assigning and TransferringCosts
Exercise ObjectivesAfter completing this exercise, you will be able to:� Display an external service order for the forwarding agent� Identify which G/L accounts and cost centers are found in account
assignment� Transfer the shipment costs to FI and CO
Business ExampleAs the Logistics Manager of a company, you want to settle the shipmentcosts with your service agent. As a result, you want to use SAP R/3Enterprise to determine the accounts and cost centers in FI and COautomatically and check the corresponding settings.
An entry of services performed, which refers to a purchase order isrequired to transfer the costs to accounting. As a result, you need to findthe purchase order and transfer the costs.
Task 1:An entry of services performed that refers to an external service order isrequired in order to transfer and settle the shipment costs. This documentsand justifies the purchase of a service. Your purchasing department hasalready created the purchase order.
1. Find the purchase order using the list display for the vendor(forwarding agent):
Vendor: T-S11G##
Scope of list: BEST
Validity key date: Today�s date minus 7 days
Hint: To do this, use the following menu path:
Materials Management → Purchasing → Purchase Order → ListDisplays → By Vendor
What is the purchase order number?
__________________________________
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Unit 9: Shipment Cost Settlement SCM611
Task 2:In the change mode, call up the shipment cost document you created forthe inbound shipment.
1. Calculated: __________________________________
Assigned: ___________________________________
Transferred: ________________________________
2. Go to the account assignment item screen (Item→ Account assignment). Which G/L accounts and cost centers were found?
G/L account: ________________________________
Cost center: ________________________________
3. To transfer the document to accounting, select the Transfer flag on theSettlement tab and choose Enter.
4. Which purchasing document was found for the entry of servicesperformed?
_____________________________________________
5. What status does the document have now?
Calculated: __________________________________
Assigned: ___________________________________
Transferred: ________________________________
6. Display the document flow for the shipment cost document and gofrom there to the Services acceptance materials document. What isthe function of this document?
______________________________________________
7. To display the provisions that appear in accounting, go to theaccounting document from the materials document. Which accountswere posted to?
_____________________________________________
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SCM611 Lesson: Steps in Shipment Cost Settlement
Solution 11: Assigning and TransferringCostsTask 1:An entry of services performed that refers to an external service order isrequired in order to transfer and settle the shipment costs. This documentsand justifies the purchase of a service. Your purchasing department hasalready created the purchase order.
1. Find the purchase order using the list display for the vendor(forwarding agent):
Vendor: T-S11G##
Scope of list: BEST
Validity key date: Today�s date minus 7 days
Hint: To do this, use the following menu path:
Materials Management → Purchasing → Purchase Order → ListDisplays → By Vendor
What is the purchase order number?
__________________________________
a) Display the external service order.
Logistics → Materials Management → Purchasing → PurchaseOrder → List Displays → By Vendor
Make your selection using the following data:
Vendor: T-S11G##
Scope of list: BEST
Validity key date: Today�s date minus 7 days
Choose Execute.
PO number: Document numbers will vary
Task 2:In the change mode, call up the shipment cost document you created forthe inbound shipment.
1. Calculated: __________________________________
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Unit 9: Shipment Cost Settlement SCM611
Assigned: ___________________________________
Transferred: ________________________________
a) Change shipment cost document.
Logistics → Logistics Execution → Transportation → ShipmentCosts → Change → Single Document
Status:
Status tab:
Fully calculated, account assignment fully completed, nottransferred.
2. Go to the account assignment item screen (Item→ Account assignment). Which G/L accounts and cost centers were found?
G/L account: ________________________________
Cost center: ________________________________
a) Account assignment (Check for each line item):
Select the line item.
Item detail → Account assignment
G/L account: 417000
Cost center: 9030
3. To transfer the document to accounting, select the Transfer flag on theSettlement tab and choose Enter.
a) Transfer document (You must transfer each line item):
Item detail → Settlement tab
Select Transfer and choose Enter.
4. Which purchasing document was found for the entry of servicesperformed?
_____________________________________________
a) Purchasing document for entry of services performed (for eachline item):
→ Service procurement tab
In the Purchasing doc. field, you see the number of the purchaseorder determined in the previous exercise.
Save the document and display it.
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SCM611 Lesson: Steps in Shipment Cost Settlement
Calculated: __________________________________
Assigned: ___________________________________
Transferred: ________________________________
a) Status
Status tab:
Fully calculated, account assignment fully completed, fullytransferred.
6. Display the document flow for the shipment cost document and gofrom there to the Services acceptance materials document. What isthe function of this document?
______________________________________________
a) Document flow for shipment cost document:
→ Environment → Document flow
Place the cursor on Services acceptance and choose Displaydocument.
Services acceptance is a materials management document thatdocuments the recording of a service. It is the basis for creatingaccruals in accounting.
7. To display the provisions that appear in accounting, go to theaccounting document from the materials document. Which accountswere posted to?
_____________________________________________
a) Display the accounting document:
In the material document, choose Accounting documents, thenchoose Accounting document.
The following accounts were posted to:
417000 Services purchased
191100 GR/IR clearing � external procurement (accruals)
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Unit 9: Shipment Cost Settlement SCM611
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Exercise 12: Creating Credit Memos
Exercise ObjectivesAfter completing this exercise, you will be able to:� Execute the credit memo procedure (ERS procedure)
Business ExampleAs the Logistics Manager of a company, you have agreed to regularly sendcredit memos to your forwarding agent for the amounts incurred. As aresult,you need to create a credit memo using the ERS procedure.
Task 1:After the costs have been transferred, you settle the shipment costs withthe service agent directly, without an invoice. You create a credit memousing the ERS procedure.
1. To do this, you need to use the invoice verification function inmaterials management.
In the selection screen, enter your service agent and the purchaseorder number referred to in the entry of services performed.
Record the number of the credit memo that was created.
Task 2:To display the entire process again, return to the shipment cost document.Call up the document flow.
1. Go to the invoice receipt document.
Which accounts were posted to?
______________________________________________
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Unit 9: Shipment Cost Settlement SCM611
Solution 12: Creating Credit MemosTask 1:After the costs have been transferred, you settle the shipment costs withthe service agent directly, without an invoice. You create a credit memousing the ERS procedure.
1. To do this, you need to use the invoice verification function inmaterials management.
In the selection screen, enter your service agent and the purchaseorder number referred to in the entry of services performed.
Record the number of the credit memo that was created.
a) Create a credit memo using ERS procedure.
Logistics → Logistics Execution → Transportation → ShipmentCosts → Freight Invoice Check → Logistics Invoice Verification→ Automatic Settlement → Evaluated Receipt Settlement (ERS)
Vendor: T-S11G##
Deselect the Test run option.
Choose Execute.
Number of credit memo: assigned by the system
Task 2:To display the entire process again, return to the shipment cost document.Call up the document flow.
1. Go to the invoice receipt document.
Which accounts were posted to?
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SCM611 Lesson: Steps in Shipment Cost Settlement
______________________________________________
a) Display the entire process.
Logistics → Logistics Execution → Transportation → ShipmentCosts → Display
Enter the number of the shipment cost document then chooseEnter.
Environment → Document flow
Place the cursor on Invoice receipt and choose Display document.
The following accounts were posted to:
T-S11G##: Liabilities to your service agent
191100: Goods Rcvd/Invoice Rcvd
154000: Input tax
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Unit 9: Shipment Cost Settlement SCM611
Lesson Summary
You should now be able to:� Explain the steps involved in shipment cost settlement� Explain account assignment in shipment cost settlement� Transfer the shipment costs to Financial Accounting� Create a credit memo using the credit memo procedure� Explain the procedure used if shipment costs are to be considered as
delivery costs
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SCM611 Unit Summary
Unit SummaryYou should now be able to:� Explain the steps involved in shipment cost settlement� Explain account assignment in shipment cost settlement� Transfer the shipment costs to Financial Accounting� Create a credit memo using the credit memo procedure� Explain the procedure used if shipment costs are to be considered as
delivery costs
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SCM611 Test Your Knowledge
Test Your Knowledge
1. If you receive invoices from the service agent, you can also verifyand create the invoices manually.Determine whether this statement is true or false.□ True□ False
2. Which parameters are used to determine G/L accounts?
3. What are the important criteria for the service order?
4. Transfer to Financial Accounting to establish accruals requires theentry and acceptance of services performed. The correspondingservice entry sheet is automatically created during the transfer.Determine whether this statement is true or false.□ True□ False
5. You cannot create credit memo for each shipment cost item andservice agent. In addition, you cannot periodically create collectivecredit memos by service agent.Determine whether this statement is true or false.□ True□ False
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Test Your Knowledge SCM611
Answers
1. If you receive invoices from the service agent, you can also verifyand create the invoices manually.
Answer: True
The invoices received from the service agent can be verified andchanged manually.
2. Which parameters are used to determine G/L accounts?
Answer: G/L account determination uses the chart of accounts, thevaluation grouping code, the transaction key, the account grouping,and the valuation level.
3. What are the important criteria for the service order?
Answer: The important criteria for the service order include serviceagent, purchasing organization, purchasing group, plant, and itemcategory.
4. Transfer to Financial Accounting to establish accruals requires theentry and acceptance of services performed. The correspondingservice entry sheet is automatically created during the transfer.
Answer: True
Transfer to Financial Accounting to establish accruals requires theentry and acceptance of services performed. The corresponding sheetis automatically created during transfer.
5. You cannot create credit memo for each shipment cost item andservice agent. In addition, you cannot periodically create collectivecredit memos by service agent.
Answer: False
You can create a credit memo for each shipment cost item and serviceagent or you can periodically create collective credit memos byservice agent.
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Unit 10Shipment Costs in the Sales Process
Unit OverviewThis unit deals with the functions �Shipment cost information in the salesorder� and �Billing the shipment costs to the customer�. It also explainsthe integration of shipment costs in the sales process.
Unit ObjectivesAfter completing this unit, you will be able to:
� Access shipment cost information in the sales order� Define shipment cost information and planning profiles� Transfer the shipment costs from the shipment cost document to
customer billing document
Unit ContentsLesson: Customizing Settings for Billing the Customer.. . . . . . . . . . . . . . . . . . .254
Exercise 13: Shipment Cost Information in the Order .. . . . . . . . . . . . . . .259Exercise 14: Billing the Shipment Costs to the Customer ... . . . . . . . . .265
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Unit 10: Shipment Costs in the Sales Process SCM611
Lesson: Customizing Settings for Billing the Customer
Lesson OverviewThis lesson describes how to access shipment cost information in thesales order. It also explains how to define shipment cost information andplanning profiles. In addition, it describes how to transfer the shipmentcosts from the shipment cost document to customer billing document.
Lesson ObjectivesAfter completing this lesson, you will be able to:
� Access shipment cost information in the sales order� Define shipment cost information and planning profiles� Transfer the shipment costs from the shipment cost document to
customer billing document
Business ExampleABC Corporation procures, manufactures, and sells computers andcomputer hardware. The company has many vendors and customersacross the world.
As the Logistics Manager of the company, you need to inform customersabout the different transportation options and the costs involved andcompare various options. You want to use the options and functionsavailable in SAP R/3 Enterprise to estimate the shipment costs for aparticular shipment when the orders are created.
You also want to automate the process of costs settlement for the shipmentactually incurred.
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SCM611 Lesson: Customizing Settings for Billing the Customer
Specifying Shipment Costs in the Sales Order
Figure 98: Shipment Cost Information in the Sales Order
The shipment cost information function allows you to specify the shipmentcosts in the order.
The system runs a simulation in the background to create outbounddeliveries and shipment and shipment cost documents.
The shipment costs are calculated from the shipment cost profile storedfor each sales document type. You can use different variants or planningprofiles for this. The system then calculates the shipment costs in severalways. For example, you can determine whether or not a road or railshipment would be cheaper.
Figure 99: Cost Information Profile and Planning Profile
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Unit 10: Shipment Costs in the Sales Process SCM611
You define the shipment cost profile in Customizing. The shipment costprofile contains the default values for the transportation planning point,the shipment type, and the shipment cost pricing procedure.
Assign this shipment cost profile to one or more sales document types.
You can also assign one or more transportation planning profiles to ashipment cost profile. These planning profiles are used to create shipmentsin collective processing. A planning profile determines how deliveriesshould be combined into a shipment and which data should be enteredin the shipment document.
If you trigger the shipment cost calculation in the sales document, the dataused in the simulated combination of shipments is the same as the datasaved in the order and relevant shipment cost profile. If planning profileshave been assigned to the shipment cost profile, the data in the planningprofile is also used to calculate shipment costs so that you can compare thecosts of several transportation methods.
Billing the Shipment Costs
Figure 100: Settlement of Shipment Costs with the Customer
You can bill the customer for the actual shipment costs that were calculatedwith the forwarding agent in transportation and shipment processing.These shipment costs then appear in the billing document as an additionalentry.
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SCM611 Lesson: Customizing Settings for Billing the Customer
Shipment costs calculated from the delivery items in the shipment costdocument are assigned directly to their corresponding billing documentitems. Costs based on other factors, such as the shipment cost items,are distributed among the billing document items according to theproportional weight of the delivery items.
Figure 101: Controlling Settlement with the Customer
To bill the customer for the shipment costs, you must do the followingin Customizing:
You must create condition types with the same name in the pricingprocedures for shipment cost calculation and billing document pricing.These condition types must be indicated as statistical in the shipment costpricing procedure and asmanual in the pricing determination procedure.
In the general pricing procedure, you must activate the Specific procedurefield. This causes the system to redetermine the condition class and thestatistical indicator.
You must also specify the price source at the item level as shipment costsin copying control for billing documents. This ensures that the conditionsare copied from the shipment cost document to the billing document.
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Exercise 13: Shipment Cost Informationin the Order
Exercise ObjectivesAfter completing this exercise, you will be able to:� Access the shipment cost information in the sales order
Business ExampleCustomers often want to know what the shipment costs will amount towhen they place their order. As the Logistics Manager, you need to accessthe shipment cost information readily to meet customer requirements.
You need to compare several shipment variants and their shipment coststo help the customer select the cheapest option.
Task:A customer places an order with you and would like to be informed inadvance about the approximate shipment.
1. Create a standard order for the customer CompuMax in Frankfurt.
Order type: Sales order
Sold-to party: T-S11A##
Purchase order number: 234##
Requested delivery date: Default
Material: T-ATC1, 25 pieces
T-ATD1, 30 pieces
Save the order.
2. Go to the change mode in the above order.
Display the shipment cost information.
Which planning profiles are used?
_____________________________________________
3. In the planning profile From order, enter the service agent as 50999.
Then access the shipment cost information.
Compare the values determined by the various calculation methods.
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Unit 10: Shipment Costs in the Sales Process SCM611
4. Display the log. Which documents were simulated in thebackground? Why?
______________________________________________
5. Optional
View the combination criteria and the data profile for the variousplanning profiles and check the document simulation.
6. Optional
In Customizing, check which shipment cost information profile issaved for sales document type OR.
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SCM611 Lesson: Customizing Settings for Billing the Customer
Solution 13: Shipment Cost Informationin the OrderTask:A customer places an order with you and would like to be informed inadvance about the approximate shipment.
1. Create a standard order for the customer CompuMax in Frankfurt.
Order type: Sales order
Sold-to party: T-S11A##
Purchase order number: 234##
Requested delivery date: Default
Material: T-ATC1, 25 pieces
T-ATD1, 30 pieces
Save the order.
a) Shipment cost information in the order.
Create the order.
Logistics → Sales and Distribution → Sales → Order → Create
Order type: OR
Sold-to party: T-S11A##
Purchase order number: 234##
Requested delivery date: Default
Material: T-ATC1, 25 pieces
T-ATD1, 30 pieces
Save the order.
2. Go to the change mode in the above order.
Display the shipment cost information.
Which planning profiles are used?
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_____________________________________________
a) Display shipment cost information.
Logistics → Sales and Distribution → Sales → Order → Change
Select Extras → Shipment cost information
From order planning profiles 0001-01 and 0002-01 are used.
3. In the planning profile From order, enter the service agent as 50999.
Then access the shipment cost information.
Compare the values determined by the various calculation methods.
a) Execute shipment cost information.
In the From order planning profile, enter the service agent as50999.
Then choose Execute.
The system determines various shipment costs for the threecalculation methods.
4. Display the log. Which documents were simulated in thebackground? Why?
______________________________________________
a) Display the log.
Choose Log.
Two outbound deliveries were simulated because the items havedifferent shipping points.
The From order calculation method creates a shipment documentfor each simulated delivery document; in this case, two shipmentdocuments and the related shipment cost documents aresimulated.
Calculation method 0001-01 also simulates two shipmentdocuments because a separate shipment is created for eachshipping point (combination criteria); that is why two shipmentcost documents were created in this case too.
With calculation method 0002-01, the system simulates oneshipment document and one shipment cost document.
5. Optional
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View the combination criteria and the data profile for the variousplanning profiles and check the document simulation.
a) Optional
Display the combination criteria and data profiles.
Click the magnifying glass at the end of the combination criteriaand data profile fields. Check the settings.
6. Optional
In Customizing, check which shipment cost information profile issaved for sales document type OR.
a) Optional
Customizing:
IMG: Sales and Distribution → Sales → Sales Documents →Sales Document Header → Define Sales Document Types
Go to the detail screen of order type OR.
Under Shipping, you will see that the defined shipment costinformation profile is STANDARD.
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Exercise 14: Billing the Shipment Coststo the Customer
Exercise ObjectivesAfter completing this exercise, you will be able to:� Transfer the shipment costs from the shipment cost document to the
customer billing document
Business ExampleAs the Logistics Manager, you have agreed with some customers to sendthem invoices for the shipment costs actually incurred.
As a result, you need to create the customer billing document only whenthe shipment costs for this operation have been calculated fully. Todistinguish this method of processing from other methods, you need touse a different billing type.
Task 1:The shipment costs for the outbound shipment have already beencalculated fully.
1. Check the shipment cost document:
Calculated: __________________________________
Assigned: ___________________________________
Transferred: _________________________________
2. What are the calculated shipment costs?
______________________________________________
3. Go to the associated shipment document using the document flow.Note the number of the outbound delivery involved in this shipment.
______________________________________________
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Task 2:Now, create the billing document for the outbound delivery.
1. Since you want to copy the shipment costs from the shipment costdocument to the billing document, you use billing type ZFK, Invoicewith freight, which has the appropriate settings.
Hint: In the Default data section of the Create billing documentscreen, select the ZFK, Invoice with freight in the Billing typefield.
You enter the outbound delivery number in the Document fieldunder Documents to be processed.
To go to the billing document, choose Execute.
2. In the billing document, go to the condition screen of the item. Whatis the condition type for the shipment costs called?
_____________________________________________
What amount was set in the document for this?
____________________________________________
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SCM611 Lesson: Customizing Settings for Billing the Customer
Solution 14: Billing the Shipment Coststo the CustomerTask 1:The shipment costs for the outbound shipment have already beencalculated fully.
1. Check the shipment cost document:
Calculated: __________________________________
Assigned: ___________________________________
Transferred: _________________________________
a) Check shipment cost document.
Check the status.
Logistics → Logistics Execution → Transportation → ShipmentCosts → Display
Enter the number of the shipment cost document youdocumented.
Status tab:
Calculated: Fully calculated
Assigned: Account assignment fully completed
Transferred: Not transferred
2. What are the calculated shipment costs?
______________________________________________
a) Shipment costs:
Net value: 180 UNI
3. Go to the associated shipment document using the document flow.Note the number of the outbound delivery involved in this shipment.
______________________________________________
a) Display the shipment document.
→ Environment → Document flow
Place the cursor on the shipment document and choose Displaydocument.
To find the number of the outbound delivery, go to the Shipmentsand deliveries overview.
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Unit 10: Shipment Costs in the Sales Process SCM611
Task 2:Now, create the billing document for the outbound delivery.
1. Since you want to copy the shipment costs from the shipment costdocument to the billing document, you use billing type ZFK, Invoicewith freight, which has the appropriate settings.
Hint: In the Default data section of the Create billing documentscreen, select the ZFK, Invoice with freight in the Billing typefield.
You enter the outbound delivery number in the Document fieldunder Documents to be processed.
To go to the billing document, choose Execute.
a) Create the billing document for the outbound delivery.
Create billing document using billing type Invoice with freight.
Logistics → Sales and Distribution → Billing → BillingDocument → Create
In the upper half of the screen, under Default data, select thebilling type, ZFK, Invoice with freight.
Enter the number of the outbound delivery to be billed andchoose Execute.
2. In the billing document, go to the condition screen of the item. Whatis the condition type for the shipment costs called?
_____________________________________________
What amount was set in the document for this?
____________________________________________
a) Display the conditions.
In the billing document, choose Pricing conditions header.
The condition type for the shipment costs is called FK00(shipment costs for customer).
FK00 amount: 180 UNI; this corresponds to the shipment costscalculated in the shipment cost document.
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Lesson Summary
You should now be able to:� Access shipment cost information in the sales order� Define shipment cost information and planning profiles� Transfer the shipment costs from the shipment cost document to
customer billing document
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Unit Summary SCM611
Unit SummaryYou should now be able to:� Access shipment cost information in the sales order� Define shipment cost information and planning profiles� Transfer the shipment costs from the shipment cost document to
customer billing document
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SCM611 Test Your Knowledge
Test Your Knowledge
1. The shipment costs determined in the shipment cost document aredirectly transferred to Financial Accounting.Determine whether this statement is true or false.□ True□ False
2. How are shipment costs calculated?
3. The condition types must be indicated as manual in the shippingcost pricing procedure and as statistical in the pricing determinationprocedure.Determine whether this statement is true or false.□ True□ False
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Test Your Knowledge SCM611
Answers
1. The shipment costs determined in the shipment cost document aredirectly transferred to Financial Accounting.
Answer: False
The shipment costs determined in the shipment cost document arenot directly transferred to Financial Accounting but are entered in thegoods receipt document in MM and added to the relevant material.
2. How are shipment costs calculated?
Answer: SAP R/3 Enterprise calculates the shipment costs in severalways. The shipment costs are calculated from the shipment costprofile stored for each sales document type.
3. The condition types must be indicated as manual in the shippingcost pricing procedure and as statistical in the pricing determinationprocedure.
Answer: False
The condition types must be indicated as statistical in the shippingcost pricing procedure and as manual in the pricing determinationprocedure.
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Unit 11Processing Express Delivery
Shipment
Unit OverviewThis unit introduces a function that is related to shipping goods, but is notcontained in the transportation area in SAP R/3 Enterprise. It explainsthe specific demands that express delivery companies make on shippingprocessing. It also explains how to tracking parcels and use the expressdelivery cockpit.
Unit ObjectivesAfter completing this unit, you will be able to:
� Explain the special requirements of transportation processinginvolving express delivery companies
� Identify the options to track parcels� Use the express delivery cockpit
Unit ContentsLesson: Using Express Delivery Company... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .274
Exercise 15: Customizing Settings for Processing Air CargoShipments ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .281Exercise 16: Testing the Settings ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .299
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Unit 11: Processing Express Delivery Shipment SCM611
Lesson: Using Express Delivery Company
Lesson OverviewThis lesson explains the special requirements of transportation processinginvolving express delivery companies. It also describes how to identifythe options to track parcels. In addition, it explains how to use the expressdelivery cockpit.
Lesson ObjectivesAfter completing this lesson, you will be able to:
� Explain the special requirements of transportation processinginvolving express delivery companies
� Identify the options to track parcels� Use the express delivery cockpit
Business ExampleABC Corporation procures, manufactures, and sells computers andcomputer hardware. The company has many vendors and customersacross the world.
As the Logistics Manager of the company, you want to use the expressdelivery company in SAP R/3 Enterprise to ship and process the urgentoutbound deliveries.
You also want to model the special requirements of this process in SAPR/3 Enterprise.
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SCM611 Lesson: Using Express Delivery Company
Modeling Special Requirements
Figure 102: Express Delivery Companies
transport goods quickly and enable you to track the itinerary of theshipments. There are special requirements to process this type ofshipment, which do not arise with ordinary shipments.
In SAP R/3 Enterprise, you can model the following requirements ofexpress deliveries:
� Information specific to the service agent recorded in the delivery;refers either to the entire delivery or to individual parcels.
� Printing special labels with the required information for the automaticsorting machines at the express delivery companies.
� Creating the manifest or delivery list simplifies settlement for theexpress delivery company and eliminates the manual entry ofshipments. As a result, you can prevent delays in shipments.
� Parcel and Status Tracking.
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Unit 11: Processing Express Delivery Shipment SCM611
Figure 103: Outbound Delivery Using Express Delivery Company
When express delivery companies are involved in the outbound deliveryprocess, you require express delivery information, such as the trackingnumber, routing information, service code, and product code. This datacan be defined either at the outbound delivery level or at the handlingunit level.
If an express delivery company is specified in the outbound delivery, thesystem loads the information automatically from the data stored for thatcompany. In the outbound delivery document, there is a Parcel tracking tabpage at the header level to load the information.
The shipper informs the ship-to party about the tracking number andprovides other information relevant to the express delivery.
The shipper can also create a shipment document containing all theshipments for a particular express delivery company. On the basis of thisshipment document, the shipper can create amanifest and send it to theservice agent electronically using the shipment IDoc.
Both the shipper and ship-to party can monitor the tracking status of theshipments at any time using the tracking number and the parcel tracking.
You maintain the data for the express delivery companies in the expressdelivery cockpit.
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SCM611 Lesson: Using Express Delivery Company
Parcel Tracking
Figure 104: Parcel Tracking
You need to keep track of the itinerary of the shipment (delivery orparcel), to know at any time where the shipment is and to keep track ofthe shipment status such as picked up, load transferred, or delivered.The parcel tracking function allows you to keep track of the itinerary ofthe shipment.
The parcel tracking tab page in the header details of the outbound deliverydisplays the tracking status and other information relevant to the expressdelivery processing of this outbound delivery.
A parcel tracking transaction allows you to select documents by order,purchase order, delivery, shipment, handling unit, or tracking number.The system also displays the tracking status and express delivery companyinformation for the selected document.
The tracking status is also displayed in the document flow with thedelivery status or status of the shipping unit.
Another method of tracking shipments is to access the order status usingSAP Internet Application Components (IAC). Using IAC, you can branchto parcel tracking. This is useful for ship-to parties, who can call up thetracking status using the order number.
You can also access the status in the background. A workflow connectionis possible in this case. In exceptional cases, this may mean that processorsreceive items in the inbox.
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Unit 11: Processing Express Delivery Shipment SCM611
Figure 105: Details of Parcel Tracking
On the Parcel tracking screen, you can find detailed information about thetracking status and the data fields of the express delivery company, whichthe system supplies automatically.
The data can be displayed both at the outbound delivery level and thehandling unit level. There are no handling units in the above example. Asa result, the data applies to the entire outbound delivery.
You can define your own display variants such that the information isdisplayed to meet your requirements.
From the Parcel tracking screen, you can also request information from theexpress delivery company over the Internet.
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SCM611 Lesson: Using Express Delivery Company
Express Delivery Cockpit
Figure 106: Express Delivery Cockpit
The express delivery cockpit is the central point to make all the settingsrelevant to express deliveries.
For each express delivery company, you must define which data fields arerelevant for the company and how the fields should be determined (=metadata).
The master data includes the following:
� Product and service codes: Represents the services provided by theexpress delivery company, such as speed and services.
� Routing Information: Depends on zip code; used by automaticsorting machines.
� Tracking Status: Confirms the status of the parcel.� URL Links: Represents the destination URLs for XML and URL
templates for parcel tracking and documentation.� Number Ranges: Represents the numbers assigned by the express
delivery company.
An XML-enabled setup interface simplifies the setup procedure if you aresupported by the express delivery company or another data provider. Youneed to create the express delivery company and assign it to a serviceagent (vendor master record) and shipping points. Then, you need to loadand manually process all the metadata and master data.
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Unit 11: Processing Express Delivery Shipment SCM611
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SCM611 Lesson: Using Express Delivery Company
Exercise 15: Customizing Settings forProcessing Air Cargo Shipments
Exercise ObjectivesAfter completing this exercise, you will be able to:� Define a new transportation planning point� Create a new shipment type� Define a planning profile for the shipment type� Define an activity profile and assign it to the shipment type� Set up shipment cost calculation for the new shipment type� Create new condition records� Maintain purchasing data for shipment cost settlement
Business ExampleYour company sells electronic components in small numbers to a fewcustomers in Europe. 70 percent of the shipments, which are usuallyurgent, are transported from Dresden by air.
As a Logistics Manager, you need to arrange door-to-door transportationby a special international forwarding agent. The forwarding agent picksup the goods from your Dresden plant and takes them to the airport.The agent organizes the transportation with the air cargo carrier and theissuing of the airway bill. Depending on the Incoterms, the agent takes thegoods from the destination airport to the ship-to party.
You settle the costs with the forwarding agent per shipment, where oneshipment can consist of one or more outbound deliveries to a ship-toparty. You have agreed on a flat rate, which depends on both the countryof destination and the weight of the shipment. The forwarding agentcharges a fee for creating the airway bill and for delivering the goods tothe ship-to party.
To simplify cost settlement with the forwarding agent, you use the creditmemo procedure to regularly send credit memos for the shipment costsincurred.
In the following exercise, you will model these requirements in SAP R/3Enterprise.
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Unit 11: Processing Express Delivery Shipment SCM611
Task 1:A separate organizational unit handles the processing of air shipmentsin Dresden.
As a result, you need to define a new transportation planning point forair cargo.
1. To create a new transportation planning point, you copy the existingtransportation planning point 1200 (Dresden).
TPPt: Z0##
Description: Air cargo##
Company code: 1000
Maintain the address data for the transportation planning point. Donot change the address; change the name only.
Task 2:Create a new shipment type that will meet your requirements forprocessing air cargo shipments.
Display the existing shipment type Z0##, with the description, ## Aircargo. Make the following adjustments to the existing settings.
1. Since you want to distinguish the air cargo shipments from the othershipments based on the document number, you assign number range03 to the shipment type.
2. The shipment can contain several deliveries for different ship-toparties. You do not need to define the shipment as a multimodalshipment, as the forwarding agent controls this. As a result, theshipment is a collective shipment with one mode of transport.
3. Since the shipment is not linked to other shipments, you select theleg indicator, Direct leg.
4. The goods are shipped by airplane.
5. Since the shipment costs are to be calculated by shipment, you needa separate leg for each ship-to party. To do this, you can use the legdetermination type Prelim.leg acc. to loading point, suppl.leg acc. toship-to party.
6. The weight unit default should be kilogram and the volume unit defaultshould be CDM.
7. The deadlines for the outbound deliveries should be copied asplanned deadlines in the shipment header. As a result, you needto set the Deadlines copy routine.
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SCM611 Lesson: Using Express Delivery Company
All other settings should remain the same.
Save your entries.
Task 3:You usually create air cargo shipments online. To do this, you select allthe outbound deliveries due to be shipped that were already assignedshipping type Airplane in the order.
To reduce the manual overhead in transportation planning, you definea planning profile for your shipment type, which meets the followingrequirements:
� The outbound deliveries should be combined to form shipmentsaccording to your route (= one shipment per route).
� Transportation planning point, Z0##, processes the shipments, whichhave shipment type, Z0##.
� SLL Cargo Services is the forwarding agent assigned to the shipments.
� The shipping type is Airplane.
� The shipments are relevant for shipment costs.
� You need to use leg determination.
1. To define the planning profile:
Call up your shipment type Z0## in change mode. In the Planningprofile field, enter the description Z0##Plan, and chooseMaintain tomaintain the profile.
2. Selection variant:
It is not included in the planning profile; choose the existing variant1000/1200.
3. Combination criteria:
Create the variant Z0##-Route.
Select the route as the combination criterion.
4. Data and options:
Create the variant Z0##-Cargo.
Fill out the fields according to the above requirements.
5. Save the variant and the shipment type.
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Unit 11: Processing Express Delivery Shipment SCM611
Task 4:When the forwarding agent picks up the goods, the shipment is consideredcompleted. Then, the shipment receives the order number of theforwarding agent, which you should enter in the shipment document asthe container ID. You should post the goods issue for all the outbounddeliveries in the shipment. The sales department creates the billingdocument separately at a later time.
1. For your shipment type, define an activity profile that models theabove activities when the Completed status is set.
Profile name: Z0##-05
Description: ## Air cargo completion
Task 5:For shipments with Air cargo type, the shipment costs should be calculatedper ship-to party. In the shipment, a leg is determined for each ship-toparty, and the shipment costs are calculated based on the legs. When youprocess your shipment costs, you use the existing shipment cost type,Standard.
1. Assign the Standard shipment cost type to your shipment type.
2. Set shipment cost relevance for your shipment type. Leg-based costsonly should be calculated.
3. Check which item categories the system creates automatically withreference to a shipment leg for the Standard shipment cost type.
Task 6:Since the calculation method used for air cargo shipments differs greatlyfrom the method used for truck shipments, you use a separate pricingprocedure for this shipping type.
1. Take a look at pricing procedure ZFCL00, which is already defined.List the condition types that this procedure contains.
_____________________________________________
2. Check the controlling elements of the condition types and their accesssequences. Determine what each condition type is used for.
3. Set up pricing procedure determination for your transportationplanning point Z0##.
Item category procedure group: 0001
Service agent procedure group: No entry
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SCM611 Lesson: Using Express Delivery Company
Shipping type procedure group: 0005
Pricing procedure: ZFCL00
Task 7:You define the tariff agreements with SLL Cargo Services as conditionrecords in the system.
1. First, maintain condition records for condition type ZL01 (air cargotariff).
Service agent: T-S11K## (SLL Cargo Services)
Unit: UNI
Country of dest.Weight group
FR DE
Up to 20 kg 280 200Up to 32 kg 450 330
2. You should also maintain a flat rate for creating an airway bill. Youcan use condition type ZL02 for this (AWB fee):
Service agent: T-S11K## (SLL Cargo Services)
Amount: 20
Unit: UNI
3. Depending on the Incoterms, the goods are transported from thedestination airport to the ship-to party. The forwarding agent chargesa fee to transport the goods (condition type ZL03). Create a conditionrecord for this as well.
Service agent: T-S11K## (SLL Cargo Services)
Incoterms: FH (carriage paid)
Amount: 60
Unit: UNI
Task 8:To settle the shipment cost, you need to assign the relevant organizationalunits in purchasing to the organizational units in transportation. Thesesettings are required to create accruals.
1. Maintain purchasing data in Customizing for your transportationplanning point Z0##.
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Transportation planning point: Z0##
Shipment cost type: 0001
Purchasing organization: 1000
Purchasing group: 000
Plant: 1200
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SCM611 Lesson: Using Express Delivery Company
Solution 15: Customizing Settings forProcessing Air Cargo ShipmentsTask 1:A separate organizational unit handles the processing of air shipmentsin Dresden.
As a result, you need to define a new transportation planning point forair cargo.
1. To create a new transportation planning point, you copy the existingtransportation planning point 1200 (Dresden).
TPPt: Z0##
Description: Air cargo##
Company code: 1000
Maintain the address data for the transportation planning point. Donot change the address; change the name only.
a) Set up transportation planning point for air cargo.
IMG: Enterprise Structure → Definition → Logistics Execution→ Maintain Transportation Planning Point
Select entry 1200 and choose Copy as.
Overwrite the entry as follows:
TPPt: Z0##
Description: Air cargo ##
Choose Enter and maintain the address data on the followingscreen.
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Unit 11: Processing Express Delivery Shipment SCM611
Task 2:Create a new shipment type that will meet your requirements forprocessing air cargo shipments.
Display the existing shipment type Z0##, with the description, ## Aircargo. Make the following adjustments to the existing settings.
1. Since you want to distinguish the air cargo shipments from the othershipments based on the document number, you assign number range03 to the shipment type.
a) Set up the shipment type for air cargo.
IMG: Logistics Execution → Transportation → Shipments →Define Shipment Types
Go to the detail screen for shipment type Z0##.
Number range int. assignment: 03
2. The shipment can contain several deliveries for different ship-toparties. You do not need to define the shipment as a multimodalshipment, as the forwarding agent controls this. As a result, theshipment is a collective shipment with one mode of transport.
a) Processing control: Collective shipment using one mode oftransport
3. Since the shipment is not linked to other shipments, you select theleg indicator, Direct leg.
a) Leg indicator: Direct leg
4. The goods are shipped by airplane.
a) Shipping type: 05
5. Since the shipment costs are to be calculated by shipment, you needa separate leg for each ship-to party. To do this, you can use the legdetermination type Prelim.leg acc. to loading point, suppl.leg acc. toship-to party.
a) Leg determination: Preliminary leg per loading point,subsequent leg per ship-to party
6. The weight unit default should be kilogram and the volume unit defaultshould be CDM.
a) Proposal:
Weight unit: kg
Volume unit: cdm
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7. The deadlines for the outbound deliveries should be copied asplanned deadlines in the shipment header. As a result, you needto set the Deadlines copy routine.
All other settings should remain the same.
Save your entries.
a) Copy routine: 8 (deadlines)
ShTypePrelimLeg: 01
SubseqLegShType: 01
Task 3:You usually create air cargo shipments online. To do this, you select allthe outbound deliveries due to be shipped that were already assignedshipping type Airplane in the order.
To reduce the manual overhead in transportation planning, you definea planning profile for your shipment type, which meets the followingrequirements:
� The outbound deliveries should be combined to form shipmentsaccording to your route (= one shipment per route).
� Transportation planning point, Z0##, processes the shipments, whichhave shipment type, Z0##.
� SLL Cargo Services is the forwarding agent assigned to the shipments.
� The shipping type is Airplane.
� The shipments are relevant for shipment costs.
� You need to use leg determination.
1. To define the planning profile:
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Unit 11: Processing Express Delivery Shipment SCM611
Call up your shipment type Z0## in change mode. In the Planningprofile field, enter the description Z0##Plan, and chooseMaintain tomaintain the profile.
a) Define the planning profile.
Maintain planning profile for shipment type:
IMG: Logistics Execution → Transportation → Shipments →Define Shipment Types
Go to the detail screen for shipment type Z0##.
Planning profile: Z0##Plan
Choose Maintain.
2. Selection variant:
It is not included in the planning profile; choose the existing variant1000/1200.
a) Selection variant: 1200
3. Combination criteria:
Create the variant Z0##-Route.
Select the route as the combination criterion.
a) Combination criteria: Z0##Route
Choose Maintain.
Under Grouping criteria, select the Route field.
Save the variant and give it a description.
4. Data and options:
Create the variant Z0##-Cargo.
Fill out the fields according to the above requirements.
a) Data and options: Z0##Cargo
Choose Maintain.
Transportation planning point: Z0##
Shipment type: Z0##
Service agent T-S11K##
Shipping type: 05
ShpmntCostRel: Select
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SCM611 Lesson: Using Express Delivery Company
5. Save the variant and the shipment type.
a) Save.
Task 4:When the forwarding agent picks up the goods, the shipment is consideredcompleted. Then, the shipment receives the order number of theforwarding agent, which you should enter in the shipment document asthe container ID. You should post the goods issue for all the outbounddeliveries in the shipment. The sales department creates the billingdocument separately at a later time.
1. For your shipment type, define an activity profile that models theabove activities when the Completed status is set.
Profile name: Z0##-05
Description: ## Air cargo completion
a) Define the activity profile.
IMG: Logistics Execution → Transportation → Shipments →Define and Assign Activity Profiles
In the table, enter the profile Z0##05 for shipment type Z0##and the status At completion.
Choose Maintain.
Select the flag Dialog box for fast entry during setting of status.
Choose Select fields.
Set the Container ID field (VTTK-SIGNI) to a required entry.
Choose Copy.
Under Post goods issue, select the flag Carry out goods issue postingduring save.
Choose Attributes.
In the Description field, enter ## Air cargo shipment completionand save the profile.
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Task 5:For shipments with Air cargo type, the shipment costs should be calculatedper ship-to party. In the shipment, a leg is determined for each ship-toparty, and the shipment costs are calculated based on the legs. When youprocess your shipment costs, you use the existing shipment cost type,Standard.
1. Assign the Standard shipment cost type to your shipment type.
a) Assign the shipment cost type and set the shipment costrelevance.
IMG: Logistics Execution → Transportation → Shipment Costs→ Shipment Cost Document → Shipment Cost Relevance andDefault for Shipment Cost Type
Assign the shipment cost type:
Shipment type Z0##: Shipment cost type 0001
2. Set shipment cost relevance for your shipment type. Leg-based costsonly should be calculated.
a) Set shipment cost relevance.
In the dialog structure, select Define shipment cost relevance forshipment type.
For your shipment type, select the Leg flag.
3. Check which item categories the system creates automatically withreference to a shipment leg for the Standard shipment cost type.
a) Check the item category determination for shipment cost type0001.
IMG: Logistics Execution → Transportation → Shipment Costs→ Shipment Cost Document → Shipment Cost Types and ItemCategories
Select the entry 0001 and choose Assign Shipment Cost Types andItem categories in the dialog structure.
For cost type B (leg), item category 0001 (shipment costs) wasfound.
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Task 6:Since the calculation method used for air cargo shipments differs greatlyfrom the method used for truck shipments, you use a separate pricingprocedure for this shipping type.
1. Take a look at pricing procedure ZFCL00, which is already defined.List the condition types that this procedure contains.
_____________________________________________
a) Check the pricing control and set the pricing proceduredetermination.
IMG: Logistics Execution → Transportation → Shipment Costs→ Pricing → Pricing Control
Check pricing procedure ZFCL00.
→ Define and assign pricing procedures → Maintain pricingprocedure
Go to the control screen of ZFCL00.
Condition types: ZL01, ZL02, ZL03
2. Check the controlling elements of the condition types and their accesssequences. Determine what each condition type is used for.
a) Controlling condition types:
Define condition types
Go to the detail screens for the three condition types: ZL01,ZL02, and ZL03.
ZL01 is the basic rate; access depends on the service agent andthe destination country of the shipment.
ZL02 is a surcharge for the creation of the airway bill; it dependson the service agent.
ZL03 is a surcharge for delivery from the destination airport tothe ship-to party; it depends on the service agent and Incoterms.
3. Set up pricing procedure determination for your transportationplanning point Z0##.
Item category procedure group: 0001
Service agent procedure group: No entry
Shipping type procedure group: 0005
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Pricing procedure: ZFCL00
a) Set up pricing procedure determination.
→ Define and assign pricing procedures → Define pricingprocedure determination for shipment costs
Select transportation planning point Z0## and choose Determinepricing procedure in the dialog structure.
Item procedure group: 0001
Service agent procedure group: No entry
Shipping type procedure group: 0005
Pricing procedure: ZFCL00
Task 7:You define the tariff agreements with SLL Cargo Services as conditionrecords in the system.
1. First, maintain condition records for condition type ZL01 (air cargotariff).
Service agent: T-S11K## (SLL Cargo Services)
Unit: UNI
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Country of dest.Weight group
FR DE
Up to 20 kg 280 200Up to 32 kg 450 330
a) Create condition records.
Logistics → Logistics Execution → Master Data →Transportation → Shipment Costs → Prices → Create
Condition record for condition type ZL01:
Condition type: ZL01
Service agent: T-S11K##
Destination country: Germany (DE)
Unit: UNI
Choose Scales.
In the dialog box, confirm the scale assignment (scale ID 21).Maintain the values as in the following table:
Service agent: T-S11K##
Destination country: France
Unit: UNI
Choose Scales.
In the dialog box, confirm the scale assignment (scale ID 21).Maintain the values as in the following table.
2. You should also maintain a flat rate for creating an airway bill. Youcan use condition type ZL02 for this (AWB fee):
Service agent: T-S11K## (SLL Cargo Services)
Amount: 20
Unit: UNI
a) Condition record for condition type ZL02:
Condition type: ZL02
Service agent: T-S11K##
Amount: 20
Unit: UNI
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3. Depending on the Incoterms, the goods are transported from thedestination airport to the ship-to party. The forwarding agent chargesa fee to transport the goods (condition type ZL03). Create a conditionrecord for this as well.
Service agent: T-S11K## (SLL Cargo Services)
Incoterms: FH (carriage paid)
Amount: 60
Unit: UNI
a) Condition record for condition type ZL03:
Condition type: ZL03
Service agent: T-S11K##
Incoterms: FH
Amount: 60
Unit: UNI
Task 8:To settle the shipment cost, you need to assign the relevant organizationalunits in purchasing to the organizational units in transportation. Thesesettings are required to create accruals.
1. Maintain purchasing data in Customizing for your transportationplanning point Z0##.
Transportation planning point: Z0##
Shipment cost type: 0001
Purchasing organization: 1000
Purchasing group: 000
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Plant: 1200
a) Maintain purchasing data.
IMG: Logistics Execution → Transportation → Shipment Costs→ Settlement → Assign Purchasing Data
Choose New entries.
Transportation planning point: Z0##
Shipment cost type: 0001
Purchasing organization: 1000
Purchasing group: 000
Plant: 1200
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Exercise 16: Testing the Settings
Exercise ObjectivesAfter completing this exercise, you will be able to:� Test the settings you made in the previous exercise by working
through the whole transportation and shipment cost processingprocess
Business ExampleAs the Logistics Manager of a company, you need to first create shipmentdocuments for the relevant outbound deliveries to check whether or notyour settings are correct.
Then, you need to create the associated shipment cost documents.
You need to transfer the shipment costs to accounting, and finally, create acredit memo for the forwarding agent.
Task 1:Test the settings you have made so far. Create a shipment of the type ##Air cargo in transportation planning point Z0##.
1. For a list of outbound deliveries relevant for transportation, selectaccording to:
Shipping point: X0##
Shipping type: 05
2. Select all these outbound deliveries and execute the planningproposal.
How many shipments are created?
_________________________________________________________
3. Go to one of the shipments and check whether or not the data hasbeen copied from the data profile.
Which stages have been created?
_______________________________________________________
_________________________________________________________
Which service agent was assigned to the shipments?_________________________________________________________
4. Set a Planned status for both shipments. Do not redetermine the legs.
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Check whether the planned deadlines have been copied from theoutbound deliveries to the shipment.
Check-in:______________________
Loading start:______________________
Loading end:______________________
Shipment completion:______________________
Shipment start:______________________
Shipment end:______________________
5. Assume that the forwarding agent picks up the goods from yourplant. Set a Shipment completed status.
What information do you need to enter in the system?
______________________________________
Enter any number.
6. Save your document.
What activities are performed in the background? Why?
Task 2:To calculate the shipment costs for both shipments, create shipment costdocuments.
1. Create the shipment cost documents individually or using collectiveprocessing.
Hint: If you create the documents using collective processing,make sure that you calculate the costs only for your ownshipment documents.
Select the shipment documents using your user.
2. What is the shipment cost type of these documents?
_________________________________________________________
3. Identify which shipment cost items were created.__________________________________________________________________________________________________________________
Why?
_________________________________________________________
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4. Go to one of the items.
Which pricing procedure did the system determine?
_________________________________________________________
5. Examine the pricing. Check whether or not the correct amount wascalculated.
Task 3:You now want to create accruals and transfer the shipment costs to FIand CO.
1. Check one of the shipment cost documents to ensure that the accountassignment has been completed fully.
2. To transfer the costs, you need a valid external service order. InPurchasing, create the purchase order for your forwarding agent.
Enter the following values:
Order type: Standard purchase order
Vendor: T-S11K##
Purchase order date: Today�s date
Organizational data:
Purchasing organization: IDES Germany
Purchasing group: Chef, H.
Item overview:
Account assignment category: U
Item category: D
Short text: Shipping service
Type of delivery date: M (month format)
Delivery date: Current month
Material group: 007
Plant: 1200 (Dresden)
Storage location: 0001 (material storage)
Item detail: Limits tab:
Set the No limit flag and enter 10000 UNI as the expected value.
On the Invoice tab, enter the tax code 1I.
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3. Now transfer the shipment costs. You can now do this for allshipment cost documents using collective processing.
4. Check one of the shipment cost documents to make sure the costshave been transferred.
Go to the document flow and view the service acceptance and theassociated accounting documents.
Which accounts were posted to?
_________________________________________________________
Task 4:You agreed with your forwarding agent to use the credit memo procedure(ERS procedure).
Finally, you create a credit memo for your forwarding agent for all theamounts obtained so far.
1. Carry out the ERS procedure.
Vendor: T-S11K##
Purchase order: Purchase order number
2. View the invoice receipt in the document flow of the shipment costdocument. Which accounts were posted to?
_________________________________________________________
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Solution 16: Testing the SettingsTask 1:Test the settings you have made so far. Create a shipment of the type ##Air cargo in transportation planning point Z0##.
1. For a list of outbound deliveries relevant for transportation, selectaccording to:
Shipping point: X0##
Shipping type: 05
a) Logistics → Logistics Execution → Transportation →Transportation Planning → Create → Single Documents
Transportation planning point: Z0##
Shipment type: ## Air cargo
Select outbound deliveries:
Choose Select further deliveries.
Shipping point: X0##
Shipping type: 05
Choose Execute.
2. Select all these outbound deliveries and execute the planningproposal.
How many shipments are created?
_________________________________________________________
a) Execute the planning proposal:
Select all outbound deliveries and choose:
Create planning proposal for selected deliveries.
Choose Execute.
Two shipments are created according to the Route groupingcriteria.
3. Go to one of the shipments and check whether or not the data hasbeen copied from the data profile.
Which stages have been created?
_______________________________________________________
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Which service agent was assigned to the shipments?_________________________________________________________
a) Check data:
Go to the overview screen of one of the shipments (chooseOverview of current shipment).
Stages tab:
Shipment 1: 2 stages
Shipment 2: 1 stage
Service agent: T-S11K##
4. Set a Planned status for both shipments. Do not redetermine the legs.
Check whether the planned deadlines have been copied from theoutbound deliveries to the shipment.
Check-in:______________________
Loading start:______________________
Loading end:______________________
Shipment completion:______________________
Shipment start:______________________
Shipment end:______________________
a) Set Planned status and check planned deadlines:
Go to the overview screen of each shipment (choose Overviewof current shipment) and set Planned status. Do not redeterminethe legs.
Deadlines tab:
The system adopts the deadlines from the outbound deliveriesas planned deadlines for the shipment.
5. Assume that the forwarding agent picks up the goods from yourplant. Set a Shipment completed status.
What information do you need to enter in the system?
______________________________________
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Enter any number.
a) Set Shipment completed status:
Deadlines tab:
According to the settings in the activity profile, the systemshould prompt you to enter a container ID.
Enter any number.
6. Save your document.
What activities are performed in the background? Why?
a) Save your document.
The system posts goods issue in the background for all outbounddeliveries involved in the shipment.
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Unit 11: Processing Express Delivery Shipment SCM611
Task 2:To calculate the shipment costs for both shipments, create shipment costdocuments.
1. Create the shipment cost documents individually or using collectiveprocessing.
Hint: If you create the documents using collective processing,make sure that you calculate the costs only for your ownshipment documents.
Select the shipment documents using your user.
a) Create shipment cost documents:
Create shipment cost documents individually:
Logistics → Logistics Execution → Transportation → ShipmentCosts → Create → Single Document
Enter each shipment number in turn.
Create shipment cost documents in collective processing.
Logistics → Logistics Execution → Transportation → ShipmentCosts → Create → Collective Processing
Make your selection using the following:
Service agent: T-S11K##
Created by: Your course User ID
Select the relevant shipment documents and choose Execute.
2. What is the shipment cost type of these documents?
_________________________________________________________
a) Shipment cost type of the documents:
Display a shipment cost document:
Logistics → Logistics Execution → Transportation → ShipmentCosts → Display
Both documents have shipment cost type 0001 (standard).
3. Identify which shipment cost items were created.__________________________________________________________________________________________________________________
Why?
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_________________________________________________________
a) Shipment cost items:
The system created a shipment cost item of item category 0001for each shipment leg.
According to the Customizing settings for item categorydetermination, the system creates shipment cost items (itemcategory 0001) with reference to each shipment leg (cost type B).
4. Go to one of the items.
Which pricing procedure did the system determine?
_________________________________________________________
a) Pricing procedure:
Detail screen for the item
The system determines the pricing procedure ZFCL00.
5. Examine the pricing. Check whether or not the correct amount wascalculated.
a) Check pricing:
Conditions tab
The system determines the condition types ZL01 and ZL02 withthe corresponding values; condition type ZL03 is used only if theIncoterms of the delivery are FH.
Task 3:You now want to create accruals and transfer the shipment costs to FIand CO.
1. Check one of the shipment cost documents to ensure that the accountassignment has been completed fully.
a) Check the account assignment:
Logistics → Logistics Execution → Transportation → ShipmentCosts → Change → Single Document
Detail screen for the item
Choose Account assignment.
2. To transfer the costs, you need a valid external service order. InPurchasing, create the purchase order for your forwarding agent.
Enter the following values:
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Unit 11: Processing Express Delivery Shipment SCM611
Order type: Standard purchase order
Vendor: T-S11K##
Purchase order date: Today�s date
Organizational data:
Purchasing organization: IDES Germany
Purchasing group: Chef, H.
Item overview:
Account assignment category: U
Item category: D
Short text: Shipping service
Type of delivery date: M (month format)
Delivery date: Current month
Material group: 007
Plant: 1200 (Dresden)
Storage location: 0001 (material storage)
Item detail: Limits tab:
Set the No limit flag and enter 10000 UNI as the expected value.
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SCM611 Lesson: Using Express Delivery Company
On the Invoice tab, enter the tax code 1I.
a) Create an external service order:
Order type: Standard purchase order
Vendor: T-S11K##
Purchase order date: Today�s date
Organizational data:
Purchasing organization: IDES Germany
Purchasing group: Chef, H.
Item overview:
Account assignment category: U
Item category: D
Short text: Shipping service
Type of delivery date: M (month format)
Delivery date: Current month
Material group: 007
Plant: 1200 (Dresden)
Storage location: 0001 (material storage)
Item detail:
Limits tab:
Set the No limit flag and enter 10000 UNI as expected value.
Item detail:
Limits tab:
Tax code: 1I
Save the purchase order.
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Unit 11: Processing Express Delivery Shipment SCM611
3. Now transfer the shipment costs. You can now do this for allshipment cost documents using collective processing.
a) Transfer costs:
Collective processing for all shipment cost documents:
Logistics → Logistics Execution → Transportation → ShipmentCosts → Change → Collective Processing
Select the documents using the following:
Service agent: T-S11K##
Created by: Your course User ID
Select the documents and choose Execute.
4. Check one of the shipment cost documents to make sure the costshave been transferred.
Go to the document flow and view the service acceptance and theassociated accounting documents.
Which accounts were posted to?
_________________________________________________________
a) Check transfer:
Call up one of the shipment cost documents in change mode:
Logistics → Logistics Execution → Transportation → ShipmentCosts → Change → Single Document
Transferred status: C
→ Environment → Document flow
Place the cursor on Services acceptance document and chooseDisplay document.
The services acceptance document records the service providedby the forwarding agent. Accruals were posted based on theservices acceptance document:
Choose → Accounting documents → Display accountingdocument
The system posted to accounts 417000 and 191100.
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SCM611 Lesson: Using Express Delivery Company
Task 4:You agreed with your forwarding agent to use the credit memo procedure(ERS procedure).
Finally, you create a credit memo for your forwarding agent for all theamounts obtained so far.
1. Carry out the ERS procedure.
Vendor: T-S11K##
Purchase order: Purchase order number
a) Execute the ERS procedure:
Logistics → Logistics Execution → Transportation →ShipmentCosts → Freight Invoice Check → Logistics Invoice Verification→ Automatic Settlement → Evaluated Receipt Settlement (ERS)
Vendor: T-S11K##
Purchase order: Purchase order number
→ Choose Execute.
2. View the invoice receipt in the document flow of the shipment costdocument. Which accounts were posted to?
_________________________________________________________
a) Document flow for shipment cost document:
Logistics → Logistics Execution → Transportation → ShipmentCosts → Display → Environment → Document flow
Place the cursor on Invoice receipt and choose Display document.
The system posted to accounts T-S11K## and 191100.
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Unit 11: Processing Express Delivery Shipment SCM611
Lesson Summary
You should now be able to:� Explain the special requirements of transportation processing
involving express delivery companies� Identify the options to track parcels� Use the express delivery cockpit
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SCM611 Unit Summary
Unit SummaryYou should now be able to:� Explain the special requirements of transportation processing
involving express delivery companies� Identify the options to track parcels� Use the express delivery cockpit
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SCM611 Test Your Knowledge
Test Your Knowledge
1. What is the function of express delivery companies?
2. What does the parcel tracking system do?
3. The is the centralpoint to make all the settings relevant to express deliveries.Fill in the blanks to complete the sentence.
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Test Your Knowledge SCM611
Answers
1. What is the function of express delivery companies?
Answer: Express delivery companies transport goods quickly andenable you to track the itinerary of the shipments.
2. What does the parcel tracking system do?
Answer: The parcel tracking system allows tracking the itinerary ofthe shipment and provides information about the location and statusof the shipment.
3. The express delivery cockpit is the central point to make all thesettings relevant to express deliveries.
Answer: express delivery cockpit
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SCM611 Course Summary
Course SummaryYou should now be able to:
� Describe the role of transportation and shipment cost processingwithin the supply chain
� Define and create inbound and outbound shipments� Calculate and settle shipment costs� Make the necessary Customizing settings to adapt your system to
meet your specific requirements
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Appendix 1Menu Paths
Activities Menu PathApplication:Master Data: Logistics→ Logistics Execution→ Master DataDisplay customer → Partner → Customer → Display → Sales and
DistributionDisplay material → Material → Material → Display → Display
Current StatusDisplay vendor → Partner → Vendor → DisplayDisplay service agent → Partner → Service Agent→ DisplayCreate/change/dis-play freight condi-tions (discounts/sur-charges)
→ Transportation → Shipment Costs → Prices →Create/Change/Display
Create/change/dis-play freight condi-tions (discounts/sur-charges)
→ Transportation → Shipment Costs →Discounts/Surcharges→ Create/Change/Display
Create/change/dis-play scales
→ Transportation → Shipment Costs → Scales →Create/Change/Display
Maintain routes inthe application
→ Transportation → Routes → Define Routes →Define Routes and Stages
Purchasing Process: Logistics → Materials Management →Purchasing
Create purchaseorder
→ Purchase Order → Create → Vendor/SupplyingPlant Known
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Appendix 1: Menu Paths SCM611
Display purchaseorder
→ Purchase Order → Display
Create inbounddelivery
→ Purchase Order→ Inbound Delivery→ Create→or: Logistics Execution→ Inbound Process→ GoodsReceipt for Inbound Delivery→ Inbound Delivery→Create → Single Document
Display inbounddelivery
→ Purchase Order → Inbound Delivery→ Displayor: Logistics Execution→ Inbound Process→ GoodsReceipt for Inbound Delivery→ Inbound Delivery→Display → Single Document
Activities Menu Path
Receipt for Inbound Delivery → InboundDelivery → Display → Single Document
Activities Menu Path
Sales process: Logistics → Sales and DistributionCreate order → Sales → Order → CreateDisplay order → Sales → Order → DisplayDisplay documentflow for an order
( Sales ( Order ( Display ( (enter order number) (Environment ( Display document flow
Create outbounddelivery
→ Shipping and Transportation → OutboundDelivery → Create → Single Document → WithReference to Sales Order/Without Order Reference
or
Logistics Execution → Outbound Process → GoodsIssue for Outbound Delivery→ Outbound Delivery→ Create ( Single Document → With Reference toSales Order/Without Order Reference
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SCM611 Appendix 1: Menu Paths
Display outbounddelivery
→ Shipping and Transportation → OutboundDelivery ( Display
or
Logistics Execution→ Outbound Process → GoodsIssue for Outbound Delivery→ Outbound Delivery→ ( Display
Pick outbounddelivery
→ Shipping and Transportation→ Picking→ CreateTransfer Order → Single Documentor:Logistics Execution→ Outbound Process → GoodsIssue for Outbound Delivery → Picking → CreateTransfer Order → Single Document
Post goods issue foran outbound delivery
→ Shipping and Transportation → Post GoodsIssue → Outbound Delivery Single Document or:Logistics Execution→ Outbound Process → GoodsIssue for Outbound Delivery→ Post Goods Issue→Outbound Delivery Single Document
Create a billingdocument
→ Billing→ Billing Document→ Create
Display billingdocument
→ Billing→ Billing Document→ Display
Activities Menu PathShipment Processing: Logistics Execution →
TransportationCreate shipments individually → Transportation Planning→ Create→
Single DocumentsCreating Shipments UsingCollective Processing
→ Transportation Planning → Create→ Collective Processing/CollectiveProcessing in Background
Display shipments → Transportation Planning → Displayor: → Execution → Display
Change shipments → Transportation Planning→ Change
or:
→ Execution → Change
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Appendix 1: Menu Paths SCM611
Display document flow for ashipment
→ Transportation Planning →Display → enter shipment number) →Environment→ Document flow
Process shipment outputs → Transportation Planning→ Print
or
→ Execution → PrintDisplay planning list → Transportation Planning→ Lists and
Logs→ Transportation Planning ListDisplay utilization list forshipments
→ Transportation Planning→ Lists andLogs → Utilization List
Create free capacity list forshipments
→ Transportation Planning→ Lists andLogs→ List of Free Capacity
Display change documents → Transportation Planning→ Lists andLogs → List of Changes
Display check-in list → Execution→ Lists→ Check-In ListDisplay shipment completion list → Execution → Lists → Shipment
Completion ListCall analyses in thetransportation informationsystem
Logistics Execution → InformationSystem → Transportation Planning →Standard Analyses
DangerousGoodsManagement: Logistics → Environment, Health& Safety → Dangerous GoodsManagement
Track parcels Logistics Execution → OutboundProcess → Goods Issue for OutboundDelivery → Parcel Tracking
Activities Menu PathShipment Cost Processing: Logistics Execution →
Transportation → Shipment CostsActivities Menu PathProcessing: CostsCreate an individual shipmentcost document
→ Create → Single Document
Create shipment cost documentsin collective processing
→ Create → CollectiveProcessing/Collective Processing inthe Background
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SCM611 Appendix 1: Menu Paths
Display the shipment costdocument
→ Display
Change shipment costs → Change→ Single DocumentDisplay document flow forshipment cost documents
→ Display → (enter shipment costdocument number) → (Enter) →Environment→ Document flow
Display calculation list → Lists and Logs→ Calculation ListDisplay settlement list → Lists and Logs→ Settlement ListExecute self-billing procedure → Freight Invoice Check → Logistics
Invoice Verification → AutomaticSettlement → Evaluated ReceiptSettlement (ERS)
Carry out manual invoiceverification
→ Freight Invoice Check → LogisticsInvoice Verification→ Document Entry→ Enter Invoice
Activities Menu PathCustomizing:Accessing the IMG: Tools → Accelerated SAP →
Customizing → Edit Project →Display SAP Reference IMG
Organizational Units: → Enterprise StructureDefine transportation planningpoint
→ Definition → Logistics Execution→Maintain Transportation Planning Point
Shipment Control: → Logistics Execution →Transportation
Define shipment type → Shipments→ Define Shipment TypesSpecify transportation relevance → Shipments → Maintain
Transportation RelevanceDefine routes → Basic Transportation Functions →
Routes → Define Routes → DefineRoutes and Stages
Activities Menu PathShipment Cost Control: → Logistics Execution →
Transportation → Shipment CostsDefine shipment cost types anditem categories
→ Shipment Cost Document →Shipment Cost Types and ItemCategories
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Appendix 1: Menu Paths SCM611
Specify shipment cost relevance → Shipment Cost Document →Shipment Cost Relevance and Default forShipment Cost Type
Set pricing: pricing procedures,condition types, and accesssequences.
→ Pricing→ Pricing Control
Set account assignment → Settlement → Automatic G/LAccount Determination/AutomaticDetermination of CO Assignments
Set connection to s → Logistics Execution → Shipping→ Deliveries → Set Link to ExpressDelivery Company
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Appendix 2Transportation User Models
Figure 107: User Roles in Transportation
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Appendix 2: Transportation User Models SCM611
Figure 108: Transportation Role � Archiving
This role will assigned to the person(s) archiving the transportationdocuments.
Figure 109: Transportation Role � Background
This role is used to execute background processes related to transportationplanning and execution.
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SCM611 Appendix 2: Transportation User Models
Figure 110: Transportation Role � Capacity Analysis
Using this role, you can run the lists related to capacity utilization ofmeans of transports.
Figure 111: Transportation Role � Carrier over the Web
Transportation planners who work for forwarding agents.
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Appendix 2: Transportation User Models SCM611
Figure 112: Transportation Role � Current Analysis
This role can be used to provide access to the various lists related totransportation and execution.
Figure 113: Transportation Role � Display
This role is assigned to users who only need to view shipment documentsand make changes to shipment documents and shipment cost documents.
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SCM611 Appendix 2: Transportation User Models
Figure 114: Transportation Role � Execution
This role enables the user to list completed and registered shipments andtrack the delivery status of shipments.
Figure 115: Transportation Role � External TPS
This role enables submitting the master and delivery document data to anexternal transportation planning system.
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Appendix 2: Transportation User Models SCM611
Figure 116: Transportation Role � Maintain Master Data
This role provides various route-related functions and as well as access tothe express delivery cockpit.
Figure 117: Transportation Role � Maintain Shipment Cost Doc.
This role enables the user to create, change, and display shipment costdocuments.
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SCM611 Appendix 2: Transportation User Models
Figure 118: Transportation Role � Maintain Conditions
This role enables the user to create, change, and display the variouscondition records used in shipment costing.
This role also enables the user to create, change, and display scales usedin multi-dimensional freight rates.
Figure 119: Transportation Role � Monitor Planning
This role gives the user access to the shipment document planningworklist, logs generated by transportation planning, and to the monitorsused in tendering and shipment processing.
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Appendix 2: Transportation User Models SCM611
Figure 120: Transportation Role � Monitor Shipment Costs
This role provides access to various lists related to shipment cost documentcreation, calculation, and processing.
Figure 121: Transportation Role � Others
This role provides the transactions to previous versions of the create,change and display of shipment documents.
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SCM611 Appendix 2: Transportation User Models
Figure 122: Transportation Role � Planning
This role enables the user to create shipment documents, individually orcollectively.
In addition, this role provides access to the change and display functionsfor shipment documents.
This role also enables the user to display the change logs for shipmentdocuments.
Figure 123: Transportation Role � Statistical Analysis
This role provides access to the various reports defined in theTransportation Information System.
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Appendix 2: Transportation User Models SCM611
The statistical analysis reports provide aggregated data from shipmentdocuments.
Figure 124: Transportation Role � Collaborative Planning
This role is assigned to users participating in collaborative freight planning.
Collaborative freight planning is a process in which the shipper andthe forwarding agent work together to plan and execute transportationactivities related to shipment documents.
Figure 125: Transportation Role � Rules
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SCM611 Appendix 2: Transportation User Models
This role provides the commands to create the variants to create shipmentdocuments in collective processing and display the logs created bycollective processing.
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Appendix 2: Transportation User Models SCM611
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Appendix 3Glossary
Settlement date Date on which the item is entered in FinancialAccounting or Controlling. The settlement date isalso used in tax determination.
Activity profile Activity profiles are used to define the activitiesthat are performed in the shipment document assoon as a particular status is set.
Inbound delivery Delivery document used to process a deliveryfrom a vendor to your company�s own plant. Theinbound delivery is the basis for all put away andgoods receipt activities.
Outbound delivery Delivery document used to process a delivery ofgoods to the customer. The outbound delivery isthe basis for all shipping activities.
Tender Invitation to a forwarding agent to complete ashipment.
Calculation base The calculation base determines the origin of thedata that is to be used in pricing as the basis for acondition type. Example: delivery, delivery item,shipping unit, shipment cost item
Purchase order Request from a purchasing organization to avendor or plant to deliver a certain quantity ofmaterial or to perform certain services at a certaintime.
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Appendix 3: Glossary SCM611
Company code The smallest organizational unit for which acomplete self-contained set of accounts can bedrawn up for purposes of external reporting. Theprocess of external reporting involves recordingall relevant transactions and generating allsupporting documents required for financialstatements.
Customizing Method used in the SAP R/3 Enterprise Systemto tailor standard functions to meet a company�sspecific business requirements.
Service agent Business partner that provides a service for acompany. Examples of service agents includeforwarding agents, insurance companies, carriers,and cleaning companies.
ImplementationGuide (IMG)
The Implementation Guide is a tool for configuringthe SAP System to meet customer requirements.You can use it to make settings in all applicationsin the SAP System. It is structured according to theapplication components. Within the applicationcomponents, the work steps are listed in thesequence in which you process them.
Purchasingorganization
Organizational unit within Logistics, subdividingan enterprise according to the requirements ofPurchasing. A purchasing organization procuresmaterials and services, negotiates conditions ofpurchase with vendors, and bears responsibilityfor such transactions.
Express deliverycompany
Express delivery companies transport goodsquickly and offer the opportunity to track theitinerary of the shipments.
Express deliverycockpit
The express delivery cockpit is the central point inCustomizing for making all the settings relevantto express deliveries.
Shipment costdocument
A document that contains all the data relevant toshipment costs. In the shipment cost document,you can refer to the elements of a shipmentfor which you want to calculate shipment costsseparately. From the shipment cost document,you can calculate shipment costs, assign them toaccounts, and transfer them to FI and CO.
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Shipment cost type Classifies different types of shipment costdocuments that require a different kind ofprocessing by the system.
Shipment cost item(category)
The shipment cost item contains data for shipmentcost calculation and settlement. The shipment costitem category classifies different types of itemsthat require a different kind of processing by thesystem.
Shipment costsubitem
The shipment costs are calculated at subitemlevel. The shipment cost subitems are determinedin accordance with the calculation bases in thepricing procedure for the shipment cost item.
Shipment costcomparison
The system can compare the results of twodifferent methods of calculating shipment costs,and can automatically choose the cheaper option.
Freight code Freight codes are used to classify goods that areto be transported.
Freight code set Set of freight codes listed by an association offorwarding agents or a railroad, for instance.
Freight class A freight class can be used as a criteria forcalculating shipment costs. Freight codes can begrouped in freight classes within a freight code set.
Credit memoprocedure (ERSprocedure)
The credit memo procedure is used to settle theshipment costs without receipt of an invoice. Itinvolves issuing a credit memo to the serviceagent.
Pricing procedure Set of rules for pricing.The pricing proceduredefines the conditions permitted for pricing for aparticular business transaction, and specifies thesequence in which they should be considered.
Condition Agreement defining prices, surcharges anddiscounts, tax and other costs according to theinfluencing factors selected (such as vendor,customer, customer group, vendor sub-range,material, and service). It remains valid for aspecified period.
Settlement date Date on which the item is entered in FinancialAccounting or Controlling. The settlement date isalso used in tax determination.
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Activity profile Activity profiles are used to define the activitiesthat are performed in the shipment document assoon as a particular status is set.
Inbound delivery Delivery document used to process a deliveryfrom a vendor to your company�s own plant. Theinbound delivery is the basis for all put away andgoods receipt activities.
Outbound delivery Delivery document used to process a delivery ofgoods to the customer. The outbound delivery isthe basis for all shipping activities.
Tender Invitation to a forwarding agent to complete ashipment.
Calculation base The calculation base determines the origin of thedata that is to be used in pricing as the basis for acondition type. Example: delivery, delivery item,shipping unit, shipment cost item
Purchase order Request from a purchasing organization to avendor or plant to deliver a certain quantity ofmaterial or to perform certain services at a certaintime.
Company code The smallest organizational unit for which acomplete self-contained set of accounts can bedrawn up for purposes of external reporting. Theprocess of external reporting involves recordingall relevant transactions and generating allsupporting documents required for financialstatements.
Customizing Method used in the SAP R/3 Enterprise Systemto tailor standard functions to meet a company�sspecific business requirements.
Service agent Business partner that provides a service for acompany. Examples of service agents includeforwarding agents, insurance companies, carriers,and cleaning companies.
ImplementationGuide (IMG)
The Implementation Guide is a tool for configuringthe SAP System to meet customer requirements.You can use it to make settings in all applicationsin the SAP System. It is structured according to theapplication components. Within the applicationcomponents, the work steps are listed in thesequence in which you process them.
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Purchasingorganization
Organizational unit within Logistics, subdividingan enterprise according to the requirements ofPurchasing. A purchasing organization procuresmaterials and services, negotiates conditions ofpurchase with vendors, and bears responsibilityfor such transactions.
Express deliverycompany
Express delivery companies transport goodsquickly and offer the opportunity to track theitinerary of the shipments.
Express deliverycockpit
The express delivery cockpit is the central point inCustomizing for making all the settings relevantto express deliveries.
Shipment costdocument
A document that contains all the data relevant toshipment costs. In the shipment cost document,you can refer to the elements of a shipmentfor which you want to calculate shipment costsseparately. From the shipment cost document,you can calculate shipment costs, assign them toaccounts, and transfer them to FI and CO.
Shipment cost type Classifies different types of shipment costdocuments that require a different kind ofprocessing by the system.
Shipment cost item(category)
The shipment cost item contains data for shipmentcost calculation and settlement. The shipment costitem category classifies different types of itemsthat require a different kind of processing by thesystem.
Shipment costsubitem
The shipment costs are calculated at subitemlevel. The shipment cost subitems are determinedin accordance with the calculation bases in thepricing procedure for the shipment cost item.
Shipment costcomparison
The system can compare the results of twodifferent methods of calculating shipment costs,and can automatically choose the cheaper option.
Freight code Freight codes are used to classify goods that areto be transported.
Freight code set Set of freight codes listed by an association offorwarding agents or a railroad, for instance.
Freight class A freight class can be used as a criteria forcalculating shipment costs. Freight codes can begrouped in freight classes within a freight code set.
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Appendix 3: Glossary SCM611
Credit memoprocedure (ERSprocedure)
The credit memo procedure is used to settle theshipment costs without receipt of an invoice. Itinvolves issuing a credit memo to the serviceagent.
Pricing procedure Set of rules for pricing.The pricing proceduredefines the conditions permitted for pricing for aparticular business transaction, and specifies thesequence in which they should be considered.
Condition Agreement defining prices, surcharges anddiscounts, tax and other costs according to theinfluencing factors selected (such as vendor,customer, customer group, vendor sub-range,material, and service). It remains valid for aspecified period.
Condition type Defines the characteristics of a condition. Inpricing, for example, different condition types areused to distinguish between a discount that refersto a net price and a discount that refers to a grossprice.
Condition record Data record that stores conditions, or conditionsupplements.
Accountassignment
Specification of which accounts to post to from abusiness transaction.
Accountassignmentcategory
The account assignment category specifiessettlement receivers, in other words, it defines towhich objects costs should be posted and whataccount assignment data is required. Examples:Asset, cost center, cost object, and G/L account
Cost type A reference in the shipment document relatingto a shipment cost item. This can be a shipmentheader, a shipment leg, a border crossing point,or a load transfer point.
Loading point Place within a shipping point where goods areloaded.
Warehouse number Alphanumeric key that defines a complexwarehousing system consisting of differentorganizational and technical units (storage areas).
Storage location An organizational unit facilitating differentiationbetween the various stocks of a material withina plant.
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Storage type A physical or logical subdivision of a complexwarehouse (= warehouse number), distinguishedby the warehouse procedures used or itsorganization form or function. Examples: Goodsreceipt area, goods issue area, picking area, andhigh rack storage area.
Service entry sheet List of services performed by a vendor based ona purchase order, containing service descriptionsand details of quantities and values.
Parcel tracking You can use parcel tracking to monitor preciselythe route taken by a shipment (delivery or parcel).
Planning proposal The planning proposal allows the MRP controllerto simplify and automate manual planning. If youcreate or change shipments manually, the planningproposal provides predefined profiles accordingto whose rules the deliveries are combined intoshipments and completed with data.
Pricing date Date that determines date-dependent pricingelements such as conditions and exchange rates.
Invoiceverification
Term for the entry and checking of incoming(vendor) invoices. In invoice verification, vendorinvoices are compared with the purchase orderand the goods receipt, and are checked in threeways: content, price, and quantity.
Route Distance to be covered between a beginning pointand an end point. A route can be made up ofseveral stages.
Break-weight The break weight is the weight at which it is morefavorable to calculate a heavier weight so that youreach a higher and cheaper scale level.
Special processingindicator
Indicator that triggers a special type of processingfor a shipment or a special method of calculationfor shipment costs. Examples of special processingare express deliveries and special tariffs.
Division An organizational unit based on responsibility forsales or profits from saleable materials or services.
Tariff zone A tariff zone is a combination of a postal code areaof a country. Tariff zones are defined in termsof the transportation planning point, the serviceagent, the shipping point, and the country.
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Appendix 3: Glossary SCM611
Shipment(document)
A combination of goods created at a transportationplanning point that are transported together fromthe points of departure to the correspondingdestinations. It is the basis for planning, carryingout, and monitoring actual physical transportationof goods. A distinction is made between shipmentsfor the transportation of goods from vendors tothe company (inbound shipments) and shipmentsfor the transportation of goods from the companyto customers (outbound shipments).
Shipmentcompletion
The goal of shipment completion is to haveperformed all the steps required to be able to senda shipment to the customer. Shipment completiontasks include weighing the shipment, loading, andposting goods issue.
Shipment stage Stages contain information on the geographicalcharacteristics of a shipment. These stages include:
� Legs: Link between a starting and a finishingpoint
� Load transfer point: Point where a shipmentis transferred from one means of transportto another
� Border crossing point: Point where ashipment crosses the border
Shipment type A shipment type indicates the type of processingto be used for a shipment. The shipment typecontains all the key characteristics that determinehow a shipment is handled. Examples: Individualshipment, collective shipment, and main leg.
Transportationplanning
Organizational and planning activities completedin advance of a shipment.
Transportationplanning point
An organizational unit in Logistics for planningand processing transportation activities. Itorganizes the responsibilities of a companyaccording to, for instance, shipment type, mode oftransport, or regional departments.
Shipmentinformation(graphical or inlist form)
To provide a better overview of the shipmentof different deliveries, an information system isavailable that allows you to call information in listor graphical form.
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TransportationInformationSystem (TIS)
The Transportation Information System is part ofthe Logistics Information System (LIS) and can beused to analyze actual data and record planningdata. The TIS is a tool that lets you collect datafrom the shipment documents, summarize it,and evaluate it. Different standard analyses areavailable.
Sales organization Organizational unit within Logistics thatstructures a company according to its salesrequirements. A sales organization is responsiblefor selling materials and services.
Shipping type Indicator that shows which means and mode oftransport are used to carry out a shipment ofgoods.
Handling unit Combination of materials that are packed togetherin a packaging material at a particular time. Ahandling unit is assigned a unique identificationnumber.
Packaging material Material used for packing and transportingproducts.Example: Cartons, boxes, containers,pallets, and truck.
Shipping point: Organizational unit in Logistics that carries outshipping processing. The shipping point is thepart of the company responsible for the type ofshipping, the necessary shipping materials, andthe means of transport.
Sales area A sales area is a specific combination of salesorganization, distribution channel, and division.
Distributionchannel
Channel through which goods reach customers.
Plant Organizational unit in Logistics that subdividesthe company from the point of view of production,procurement, and materials planning. A plant is aplace where materials are produced or goods andservices are provided.
Access sequence Search strategy for determining a condition record.The access sequence defines the order in which thesystem searches for condition records.
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Appendix 4Data for Exercise
A model company is used as the basis for the following exercises. Thiscompany buys, manufactures, and sells computers, hardware, andaccessories to wholesale and retail customers in Germany and the UnitedStates. You are an employee involved in transportation processing in theproject team implementing SAP R/3 Enterprise in your company. in thisteam, you are responsible for transportation and shipment cost processing.Your company�s business management requirements have been definedand documented. In the following exercises, you will become familiarwith the SAP R/3 Enterprise transportation processing workflow and theorganizational configuration of the system. You will also practice makingthe settings that allow you to customize the system to your company�sneeds. You will be able to try out the individual functions in transportationand shipment cost processing in the system. Additionally, you will be ableto configure the system according to your needs using the ImplementationGuide (IMG), if necessary.
About the Exercises
Each group has its own data in the training system (see the data tablebelow).
## stands for your group number.
Each group has its own data in the training system (see the data tablebelow). ## stands for your group number.
The optional exercises are additional, and you do not need to completethem in order to continue with the subsequent exercises. Do not start theseexercises until you have completed the compulsory ones.
Data Used in the Exercises
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Appendix 4: Data for Exercise SCM611
Data Training System IDES SystemCustomers:Compu-Max,Frankfurt
T-S11A## 2145
PC World, Stuttgart T-S11B## 2146Riedel Computer,Munich
T-S11C## 2147
Alpha-Systems,Nuremberg
T-S11D## 2148
S.C.T., Berlin T-S11E## 2149Vendors:Sunny Electronics,Stuttgart
T-S11F## 1010
PAQ Deutschland,Mannheim
T-S11H## 1005
Service agents:TransLog Shipping,Stuttgart
T-S11G## 1925
Nordspeed,Hamburg
1058 1058
SchmalenbachShipping
1930 1930
ABC Insurance,Frankfurt
1920 1920
SPEDITRANSTransport GmbH
1106 1106
Arnold�s Shipping,Dresden
50999 50999
Organizational data:Sales organization 1000 1000Distribution channel 12 12Division 00 00Hamburg plant 1000 1000Dresden plant 1200 1200Hamburg shippingpoint
Z0## 1000
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SCM611 Appendix 4: Data for Exercise
Dresden shippingpoint
X0## 1200
Hamburgtransportationplanning point fortrucks
1000 1000
Dresdentransportationplanning point fortrucks
1200 1200
Internationaltransportationplanning point -sea
1010 1010
Transaction Data Sheet
Enter your document numbers in the following table.
Line No. Exercise DocumentType
SearchTerm/Refers to
Docu-mentNumber
Unit: The Basics of TransportationProcessing1 EX 1, 2 b) Inbound
shipment0010
External ID 1:GR##-1
2 EX 1, 3 b) Outboundshipment0001
External ID 1:GR##-2
3 EX 1, 3 e) Shipment costdocument
For outboundshipment
Unit: Creating Shipments4 EX 3, 4 c) Inbound
shipment0010
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Appendix 4: Data for Exercise SCM611
5
6
7
EX 3 Task 2,10 f)
Collectiveshipments0002Hamburgto: StuttgartFrankfurt-Stuttgart-MunichBerlin
Created byplanningproposal
_____________________
8
9
10
11
EX 4, 2 b) Singleshipments0001
Created usingcollectiveprocessing
____________________________________________________
Unit: Basics of Shipment Cost Processing12 Shipment cost
documentFor the collectiveshipment in EX 3Task 2, 10 f) (line6): Hamburgto Frankfurt- Stuttgart -Munich
13
14
15
16
1-4 Shipment costdocuments
Created usingcollectiveprocessing forsingle shipmentsfrom EX 4, 2 b)(lines 8�11)
______________________
Unit: Shipment Cost Calculation
17 2-2 Shipment costdocument
For the shipmentin 1-1 (line 4)
18 2-4 optional Shipment costdocument
For the collectiveshipment in 1-3(line 5) Hamburg- Stuttgart
Unit: Shipment Cost Settlement
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SCM611 Appendix 4: Data for Exercise
19 1-1 Externalservice order
For service agentT-S11G##
20 2-1 Credit memo For service agentT-S11G##
Unit: Shipment Costs in the Sales Process21 1-1 Sales order Customer
T-S11A##22 2-2 Billing
documentFor shipmentcost documentin the Basics ofTransportationProcessing (line3).
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Appendix 4: Data for Exercise SCM611
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Appendix 5Recommended Follow up Courses
� Dangerous Goods Management (EH&S): EH300 - Dangerous GoodsManagement (3 days)
� General SD Customizing: LO650 - Cross-Functional Customizingin SD (3 days)
� General MM Customizing: LO550 - Cross-Functional Customizingin MM (5 days)
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Appendix 5: Recommended Follow up Courses SCM611
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Appendix 6Recommended Follow-Up Activities
� Go through the exercises using IDES data or your own data� Read the on-line documentation� Read the IMG documentation� Read the release notes
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Appendix 6: Recommended Follow-Up Activities SCM611
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IndexAALE Technology, 46BBreak Weight Calculation,194
Bulkiness Factor, 218CCalculation Base, 164Collective Processing, 159Collective Processing Run,234
Collective shipment, 19Combination Criteria, 45Condition Records, 189Condition Technique, 86Copy Routines, 85Cost Type, 162Create Shipment Function,41
Credit Memo Procedure,230, 235
DData Profile, 43EExpress Delivery Cockpit,276, 279
Express deliverycompanies, 275
Express DeliveryProcessing, 275
FFreight Class, 216Freight Costs Simulation,83
Freight exchanges, 123
GGeographical Factors, 214IIndividual Deadlines, 84Individual shipment, 19Information relevant fortransportation, 36
Item Category, 162LLE-TPS interface, 45MMass Change, 91Minimum Weight, 218Multi-dimensional FreightAgreements, 190
Multi-dimensional freightcharges, 191
Multilevel Packing, 81NNON-APO transportationplanning systems (TPS).,45
Number Ranges, 279OOutput Types, 86PPackaging Materials, 81Parcel Tracking, 276Parcel Tracking Function,277
Parcel Tracking Tab Page,277
Planned Deadlines, 85Pricing procedure, 187
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Index SCM611
Product and Service codes,279
RRoute, 77Routing Information, 279SSAP Internet ApplicationComponents (IAC), 277
Select Deliveries, 44Selection criteria, 35Service Entry Sheet, 234Settlement, 229Shipment Cost Document,157
Shipment Cost Header, 160Shipment CostInformation, 255
Shipment Cost Item, 160Shipment Cost Subitem,160
Shipment Cost Type, 162Shipment processing lists,140
Shipment Stage, 161Shipment Type, 18
Shipper, 276Shipping Conditions, 35Single Credit Memos, 235Split status is set, Profiles,90
Subsequent Delivery Split,89
TTariff Zones, 215Text DeterminationProcedure, 87
The Pick-Up Sequence, 76Times and deadlines, 84Tracking Status, 279Transferring services, 230Transportation chain, 20Transportation relevance,21
UURL Links, 279XXML-Enabled SetupInterface, 279
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FeedbackSAP AG has made every effort in the preparation of this course toensure the accuracy and completeness of the materials. If you have anycorrections or suggestions for improvement, please record them in theappropriate place in the course evaluation.
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