Configuration Guide for Shipment Cost
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Transcript of Configuration Guide for Shipment Cost
V2.470
July 2004
English
Transportation Management (G82)
SAP AGNeurottstr. 1669190 Walldorf
Building Block Configuration Guide
Germany
SAP Best Practices Transportation Management (G82): Configuration Guide
Copyright
© Copyright 2004 SAP AG. All rights reserved.
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SAP Best Practices Transportation Management (G82): Configuration Guide
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SAP Best Practices Transportation Management (G82): Configuration Guide
ContentsConfiguration Guide........................................................................................................................ 5
1 Purpose................................................................................................................................... 5
2 Preparation.............................................................................................................................. 5
2.1 Prerequisites.................................................................................................................. 5
3 Configuration........................................................................................................................... 5
3.1 Master Data................................................................................................................... 5
3.1.1 Creating Customer Master Data................................................................................5
3.1.2 Creating Vendor Master Data....................................................................................6
3.1.3 Creating Material Prices............................................................................................6
3.2 Customizing................................................................................................................... 7
3.2.1 Maintain Transportation Planning Point.....................................................................7
3.2.2 Defining Modes of Transportation.............................................................................7
3.2.3 Defining Shipping Types............................................................................................8
3.2.4 Defining Transportation Connecting Points...............................................................9
3.2.5 Defining Routes and Stages......................................................................................9
3.2.6 Checking Transportation Zones..............................................................................10
3.2.7 Maintaining Country / Transportation Zone for Shipping Point s.............................11
3.2.8 Maintaining Router Determination...........................................................................11
3.2.9 Maintaining Transportation Relevance....................................................................12
3.2.10 Defining Shipment Types........................................................................................13
3.2.11 Defining and Assigning Tariff Zones........................................................................14
3.2.12 Defining and Assigning Pricing Procedures.............................................................14
3.2.13 Assigning Purchasing Data -- Shipment Cost Settlement........................................15
3.2.14 Determining G/L Accounts Automatically – Shipment Cost Settlement...................16
3.2.15 Determining CO Assignments Automatically – Shipment Cost Settlement..............16
3.2.16 Maintaining Shipping Point Addresses....................................................................17
3.2.17 Checking G/L Account Settings...............................................................................17
3.2.18 Creating Transportation Condition Records............................................................18
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SAP Best Practices Transportation Management (G82): Configuration Guide
Configuration Guide
1 PurposeThis configuration guide provides the information you need to set up the configuration of this building block manually.
If you do not want to configure manually and prefer an automated installation process using BC Sets and other tools, refer to the installation guide of this building block.
2 Preparation
2.1 PrerequisitesIf you want to use this building block, you must first install the following building blocks:
Building Block # Description
G80 Basic Settings
You need transportation goods, which can be either fast moving goods (C10010) or trading goods (C20010). If you use fast moving goods, you need to install J65 as a prerequisite; for trading goods, you need to install J57 as a prerequisite. In either case, you only need to install the respective material master data parts of the building block.
3 Configuration
3.1 Master Data
3.1.1 Creating Customer Master Data
UseThe customer master is where the goods will be delivered and transport to from the transportation point of view.
If you installed J57, the customer C6120 has already been created and you may skip this step.
Procedure
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SAP Best Practices Transportation Management (G82): Configuration Guide 1. To carry out the activity, choose one of the following navigation options:
SAP Menu Path Logistics Sales & Distribution Master Data Business Partners Customer Create Sales & Distribution
Transaction Code VD01
2. You can create the customer manually with reference to the data file SMB15_XD01_L001_J57.txt, note you only need customer C6120 for this scenario. For more information on how to do this, refer to the Essential Information.
3.1.2 Creating Vendor Master Data
UseVendor master is the business partner who may provide transportation service and is the business partner with whom the final transportation cost will be settled in G82.
Procedure1. To carry out the activity, choose one of the following navigation options:
SAP Menu Path Logistics Material Management Purchasing Master Data Vendor Central Create
Transaction Code XK01
2. You may create the vendor manually with reference to the data file SMB26_XK01_L001_G82.txt. For more information on how to do this, refer to the Essential Information.
3.1.3 Creating Material Prices
UseYou need to create material price that will used for sales.
Procedure1. Access the activity using one of the following navigation options:
SAP Menu Path Logistics Sales and Distribution Master Data Conditions Create
Transaction Code VK31
2. Create the material price with reference to the data file /SMB26/VK31_L002_G82. For more information on how to do this, refer to the Essential Information.
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SAP Best Practices Transportation Management (G82): Configuration Guide
3.2 Customizing 3.2.1 Maintain Transportation Planning Point
UseThe transportation planning point is responsible for planning shipments with particular features. A shipment is assigned to one transportation planning point; a planning point is also used for the transportation cost settlement since it is linked with company code.
Procedure 1. Access the activity using one of the following navigation options:
Transaction Code SPRO
IMG Menu IMG Enterprise Structure Definition Logistic Execution Maintain transportation planning point
2. Check the following values. If they do not already exist, choose New entry.
3. Check the values according to the following table. If they do not already exist, enter values as follows and save:
Field Value
Transportation Planning Point BP01
Description Transp. BP01 (comm.)
Company code BP01
4. If the system asks for a change request, create one and assign it to this customizing.
5. Maintain address information for the transportation planning point, Select the line you just created and choose Address. Enter the values as follows and save:
Field Value
Title Company
Name Transportation planning point BP01
Country DE
Language English
3.2.2 Defining Modes of Transportation
UseDefine every possible kind of mode of the transportation, for example, you may only use trucks and perform the transportation on road, or you may also use ship via sea transportation.
Procedure1. To carry out the activity, choose one of the following navigation options:
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SAP Best Practices Transportation Management (G82): Configuration Guide
IMG Path IMG Logistic Execution Transportation Basic Transportation Functions Routes Define routes Define modes of transport
Transaction Code SPRO
Some modes of transport have already been defined. If so, this step is only performed as a check.
2. Check if the following settings are set correctly:
Field Value
Sh TY 01
Description Road
If you find other settings, you can leave these as they are.
3.2.3 Defining Shipping Types
UseYou define the shipping types in combination with the mode of transportation. The shipping types can include those listed below.
Procedure1. To carry out the activity, choose one of the following navigation options:
IMG Path IMG Logistic Execution Transportation Basic Transportation Functions Route Define shipping types
Transaction Code SM30
Some modes of transport have already been defined. If so, this step is only performed as a check.
2. Check if the following settings are set correctly:
Field Value
PT 01
Description Truck
Mdtr 01
STPG 0001
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SAP Best Practices Transportation Management (G82): Configuration Guide
If you find other settings, you can leave these as they are.
3.2.4 Defining Transportation Connecting Points
UseIn this step, the transportation steps are defined. For example in this activity, 310000 represents the Shanghai plant where goods are delivered and 310010 represents the point of a customer in Beijing where the goods will be delivered.
Procedure1. To carry out the activity, choose one of the following navigation options:
IMG Path IMG Logistic Execution Transportation Basic Transportation Functions Routes Define routes Define transportation connection points
Transaction Code SPRO
2. Choose New Entry.
3. Enter values like this and save:
Field Name Value Description
Points 310000 Frankfurt
Load trnsf pnt Check this selection
4. Choose the Reference shipping point / plant tab, enter values as follows, and save
Field Name Value
Shipping point BP02
5. Define shipping point 310099 by choosing New and enter values as follows:
Field Name Value Description
Points 310099 Hamburg
Load trnsf pnt Check this selection
6. Choose the Reference Customer/vendor tab, enter the following value, and save
Field Name Value
Customer C6120
3.2.5 Defining Routes and Stages
UseDefine the stages combination with routes, such as how its stages appear. You define the standard route here.
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SAP Best Practices Transportation Management (G82): Configuration Guide
Procedure1. To carry out the activity, choose one of the following navigation options:
IMG Path IMG Logistic Execution Transportation Basic Transportation Functions Routes Define routes Define routes and stages
Transaction Code SPRO
2. Check if t route 000021 already exists. If not, create it as a new entry as follows :
Field Name Value Comments
Route 000021
Description South-north Route
3. Choose the Routes Stages folder, then choose Add new entry.
4. Enter the values like this and save:
Field Name Value Comments
Dep. Point 310000
Dst. Point 310099
Service agent C7010
Distance 500 km
Leg indicator Direct leg
Shipping type 01 truck
Stage category Transportation
Shipment cost relevant Mark this check box Be sure this check box is select.
5. Save the changes and exit.
3.2.6 Checking Transportation Zones
UseTransportation zones can be defined according to country specifications and your company's needs. Transportation zones represent delivery recipients ‘ (ship-to party) regions or delivery shipper’s (vendor) regions.
Procedure1. To carry out the activity, choose one of the following navigation options:
IMG Path IMG Logistic Execution Transportation Basic Transportation Functions Route Router determination Define transportation zones
Transaction Code SPRO
2. Here you use the standard transportation zone, so just check if this entry exists:
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SAP Best Practices Transportation Management (G82): Configuration Guide
City Transportation zone Description
DE 0000000001 Region North
DE 0000000002 Region South
The standard transportation zone is available by default, so it was assigned to the customer master before the transportation zone was defined. If you want to use a self-defined transportation zone, you need to change the assignment to the customer after the definition.
3.2.7 Maintaining Country / Transportation Zone for Shipping Point s
UseThis step is set up the relationship betyeen transportation zones and shipping points in order to automatically determine the router in the sales order.
Procedure1. To carry out the activity, choose one of the following navigation options:
SAP Menu Path IMG Logistic Execution Transportation Basic Transportation Functions Route Route determination Maintain country and transportation zone for shipping point
Transaction Code SPRO
2. Check if the following entry exists. If not, create it as follows:
Shipping point Country Zone
BP02 DE 0000000002
3. Save the value.
3.2.8 Maintaining Router Determination
UseIn this step, the system will know which router will be selected when the sales order or delivery is created.
Procedure1. To carry out the activity, choose one of the following navigation options:
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SAP Best Practices Transportation Management (G82): Configuration Guide
IMG Path IMG Logistic Execution Transportation Basic Transportation Functions Route Router determination Maintain router determination
Transaction Code SPRO
2. Check if the following entry exists. If not, create it as follows:
Field Name Value Comments
Cdep DE Depature Country
DepZ 0000000002 Departure Zone
DstC DE Destination Country
RecZ 0000000001 Receipt Zone
3. Select this line. Choose router determination without weighing group (order).
4. Check if the following entry exists. If not, create it as follows:
Field Name Value Comments
SC 01 Shipping Condition
TGroup 0001 Transportation Group
Proposed route 000021
5. Save your changes.
3.2.9 Maintaining Transportation Relevance
UseIn this step, you define the following relevance:
Maintain transportation relevance for delivery types
Maintain transportation relevance for delivery item types
Maintain transportation relevance for routes
Procedure1. To carry out the activity, choose one of the following navigation options:
IMG Path IMG Logistic Execution Transportation Shipments Maintain transportation relevance
Transaction Code SPRO
2. Choose the line Maintain transportation relevance for delivery types and check if the following entry was maintained. if not, maintain it, save your changes, and go back:
Field Name Value Relevant for transport
Del type LF Check the box
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SAP Best Practices Transportation Management (G82): Configuration Guide 3. Choose the line Maintain transportation relevance for delivery item types and check if the
following entries are maintained. If not, maintain them, save your changes, and go back:
Field Name Value Relevant for transport
Item category TAN Check the box
Item category YG05 Check the box
4. Choose the line Maintain transportation relevance for routes and check if the following entry was maintained. If not, maintain it, save your changes, and go back:
Field Name Value Relevant for transport
Route 000021 Check the box
5. Save and exit.
3.2.10 Defining Shipment Types
UseA shipment type is a centralized document type that controls the activity of the shipment document and the subsequent activities.
The standard shipment type will be used (0001 Indiv.Shipmt – Road, so the settings should be ready). If the settings already exist, then the following activity is performed as a check.
Procedure1. To carry out the activity, choose one of the following navigation options:
IMG Path IMG Logistic Execution Transportation Shipments Define shipment types
Transaction Code SPRO
2. Choose the line 0001(Indiv.Shipmt – Road) ,check the values, and do not make any changes.
Field Name Value Comments
Shipping type 01
Process control Individual shipment using one mode of transport
Leg indicator Direct leg
Adapt router Adopt all stages
Pick check Shipment completion only for full pick
The shipment document can not be marked as completions unless the delivery within this shipment should be fully picked
3. Exit without saving.
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SAP Best Practices Transportation Management (G82): Configuration Guide
3.2.11 Defining and Assigning Tariff Zones
UseYou define the tariff zones and assign postal code areas to the tariff zones for each organizational key. The tariff zones represent geographical-influencing factors during the calculation of shipment costs.
Procedure1. To carry out the activity, choose one of the following navigation options:
IMG Path IMG Logistic Execution Transportation Shipments cost Basic functions Define and assign tariff zones
Transaction Code T_76
2. Choose New Entry and enter values as follows:
Field Name Value Description
Tariff zone YG0001 Frankfurt
Tariff zone YG0002 Hamburg
3. Save and exit.
4. Select the line just created and choose the folder Define organization key for tariff zone assignment.
5. Enter value as follows:
Field Name Value Comments
TransportPlanningPt BP01
Service agent C7010
Shipping type 01
Country key DE
5. Select the newly -created tariff zones,choose Assign tariff zone to organization key and post code new entry, and enter values as follows:
Post code Post code Tariff Zone
60311 68789 YG0001
20054 22769 YG0002
6. Save the changes and exit.
3.2.12 Defining and Assigning Pricing Procedures
UseThe settings of pricing and procedures will determine how the costs of transportation are calculated.
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SAP Best Practices Transportation Management (G82): Configuration Guide
Procedure1. To carry out the activity, choose one of the following navigation options:
IMG Path IMG Logistic Execution Transportation Shipments cost Pricing Price control define and assign pricing procedures
Transaction Code SPRO
2. Select line Maintain pricing procedure. Choose the condition procedure SDFC00 and choose Copy, then enter, change the pricing procedure name from SDFC00 to YGFC00.
3. Chose Enter.
4. On the screen that appears, select Copy all, and change the new pricing description to BP Pricing,.
5. Save the changes. The result of this step is that you have a new pricing procedure called YGFC00.
4. Select line Define pricing procedure determination for shipment costs.,
5. Select Transportation Planning Point BP01 with description Transp. BP01 (comm.).
6. Choose determine pricing procedure and choose New entry.
7. Enter values as follows and save:
Field Name Value Comments
It.Det.Group 0001
SA group
Shp Typ Group 0001
CstgSheet YGFC00
5. Now all transportations from transportation planning point BP01 have pricing procedure YGFC00.
3.2.13 Assigning Purchasing Data -- Shipment Cost Settlement
UseIn this step you assign transportation service groups to plants, transportation planning points, and shipment cost document type. The system can find the suitable purchase order for settling the transportation costs.
Procedure1. To carry out the activity, choose one of the following navigation options:
IMG Path IMG Logistic Execution Transportation Shipments cost Settlement Assign purchasing data
Transaction Code SPRO
2. Choose New entry and enter values as follows:
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SAP Best Practices Transportation Management (G82): Configuration Guide
Field Name Value Comments
TPpt BP01 Transportation planning point
SCty 0001 Shipment cost type
POrg BP01 Purchasing organization
PGrp YG1 Purchasing group
Plant BP02
3. The purchase group is assigned to plant BP02, transportation planning point BP01, and shipment cost type 0001.
3.2.14 Determining G/L Accounts Automatically – Shipment Cost Settlement
UseWhen the transportation cost is settled in shipment cost documents, the amount shoisuld be recorded to the G/L account automatically instead of manually. The purpose of this step is to define these settings.
Procedure1. To carry out the activity, choose one of the following navigation options:
IMG Path IMG Logistics Execution Transportation Shipment Costs Settlement Automatic G/L Account Determination
Transaction Code OMWB
2. Choose Account assignment.
3. Select transaction GBB- Offsetting entry for inventory posting,and select Choose.
4. Enter IKR in field Chart of account and choose Enter.
5. Select New entries.
6. Make the following entry.
Valuation Modif. General Modification Valuation Class Debit Credit
0001 VBR 3200 614000 614000
7. Save. Now the amount of transportation cost can be posted to G/L account automatically.
3.2.15 Determining CO Assignments Automatically – Shipment Cost Settlement
UseWhen the transportation cost is settled in shipment cost documents, the costs are posted to FI for booking the amount. Also, the costs need to be posted to a certain cost collector, such as a cost center for internal orders (for controlling purpose). Here you post the transportation costs to a cost center.
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SAP Best Practices Transportation Management (G82): Configuration Guide
Procedure1. To carry out the activity, choose one of the following navigation options:
IMG Path IMG Logistics Execution Transportation Shipment Costs Settlement Automatic Determination of CO Assignments
Transaction Code OKB9
2. Select New entries.
3. Make the following entry.
CoCd Cost elem. BarIn Cost
Ctr Order PrfSeg Profit Ctr
Acct assignment detail
BP01 614000 1602
4. Save. Now the costs of transportation can be posted to cost center 1602.
3.2.16 Maintaining Shipping Point Addresses
UseThe shipment cost is calculated based on tariff zones, therefore, you must be sure that the shipping point has the postcode and country maintained.
Procedure1. To carry out the activity, choose one of the following navigation options:
IMG Path Enterprise Structure Definition Logistics Execution Define, copy, delete, check shipping point
Transaction Code SPRO
2. In the dialog box, choose Define shipping point.
3. Choose shipping point BP02, and then choose Detail.
4. On the detail screen, choose Address, and enter the following values:
Field Value
Country DE
Postal code 68789
5. Save the entry.
3.2.17 Checking G/L Account Settings
Use
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SAP Best Practices Transportation Management (G82): Configuration Guide The shipment invoice will be posted to certain G/L accounts. These accounts should be relevant for taxes. Therefore the tax category should be either ‘-‘ or ‘*’.
Procedure1. To carry out the activity, choose one of the following navigation options:
SAP Menu Path Accounting Financial Accounting General Ledger Master Records Individual Processing Centrally
Transaction Code FS00
2. On the Edit screen, enter values as follows:
Field Value
G/L Account No. 614000
Company Code BP01
3. Choose Change and go to the Control Data tab.
4. Check if the tax category is set to either ‘-‘ or ‘*’. If not, set it to ‘*’.
5. Save the entry.
3.2.18 Creating Transportation Condition Records
UseTransportation condition records are the combination of the forwarding agency and condition type. Normally, it stipulates the detailed pricing information, such as how much it will cost for this forwarding agency to transport a certain weight of the goods.
In fact, support-scaled pricing and multi-factor pricing like considering both weight and distance. In this case, you use weight as the base to calculate a fixed starting point and end point.
Procedure1. To carry out the activity, choose one of the following navigation options:
SAP Menu Path Logistics Logistic Execution Master data Transportation Shipment cost Prices create
Transaction Code TK11
2. Enter values as follows:
Field Value
Condition type FB00
3. Choose Key combination. In the dialog box that appears, select Service agent/Tariff zone dep./Tariff zone target.
4. On the Create Freight class/ Weight condition (FB00): Fast entry screen, enter values as follows and save:
Field Value
Service agent C7010
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SAP Best Practices Transportation Management (G82): Configuration Guide
Field Value
Tf zone point of dep YG0001
TfZDt YG0002
Amount 2
Unit EUR
Per 1
Uom KG
Calculation type D
Valid from Today’s date
Valid to 30/12/9999
5. Save your changes.
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