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SAP ECC 6.00 September 2007 English
D34: Transportation Management Business Process Procedure
SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany
SAP Best Practices
D34: Transportation Management - BPP
Copyright © Copyright 2007 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, OS/2, Parallel Sysplex, MVS/ESA, AIX, S/390, AS/400, OS/390, OS/400, iSeries, pSeries, xSeries, zSeries, z/OS, AFP, Intelligent Miner, WebSphere, Netfinity, Tivoli, and Informix are trademarks or registered trademarks of IBM Corporation. Oracle is a registered trademark of Oracle Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Sun Microsystems, Inc. JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. MaxDB is a trademark of MySQL AB, Sweden. SAP, R/3, mySAP, mySAP.com, xApps, xApp, SAP NetWeaver, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.
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Contents 1 Transportation Management.............................................................................................................6 2 Prerequisites.....................................................................................................................................9 2.1 Configuration of Transportation Processing for forwarding Agents..........................................10 2.2 Assign Processor to Queues....................................................................................................11 3 Order Management.........................................................................................................................12 3.1 Create LSP Booking.................................................................................................................12 3.2 Plan-actual Analysis on Sales Order Item................................................................................16 3.3 Display Delivery & Handling Units............................................................................................17 3.4 Print HU Labels........................................................................................................................19 4 Transportation Management...........................................................................................................20 4.1 Create Shipment – Main Leg by Road.....................................................................................21 4.2 Create Shipment – preliminary leg by road..............................................................................23 4.3 Create Shipment – Subsequent Leg by road...........................................................................25 4.4 Create Output for Forwarding Agent........................................................................................27 4.5 Load Handling Units at Customer............................................................................................29 4.6 Display Shipment Loading Status............................................................................................31 4.7 Preliminary shipment completion.............................................................................................33 4.8 Assign Vehicle to Main Shipment.............................................................................................35 4.9 Main Shipment Completion......................................................................................................37 4.10 Subsequent Shipment unload Start........................................................................................39 4.11 Unload Handling Units at Customer.......................................................................................40 4.12 Subsequent Shipment Completion.........................................................................................42 4.13 Create Billing Document.........................................................................................................43 4.14 Set Shipment End Status.......................................................................................................44 4.15 Post Costs for Customs Processing.......................................................................................45 4.16 Create Shipment Cost Documents.........................................................................................46 4.17 Freight Cost Settlement..........................................................................................................48 4.18 Display Shipment Cost Settlement (internal agent)................................................................51 4.19 Display Shipment Cost Settlement (external agent)...............................................................53 4.20 Freight invoice check..............................................................................................................56 5 Reporting & Results Analysis ...........................................................................................................................................................59 5.1 Plan-actual Analysis on Sales Order Item................................................................................59 5.2 Results Analysis for Sales Order..............................................................................................60
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5.3 Setting the Sales Order to PA..................................................................................................61 5.4 Execute CO-PA Reports..........................................................................................................62
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D34: Transportation Management - BPP
Transportation Management
Purpose Transportation is an essential element in the logistics chain. It affects both incoming and outgoing goods. Effective transportation planning and processing ensure that shipments are dispatched without delay and arrive on schedule. Transportation costs play an essential role in the calculation of the price of a product. It is important to keep these transportation costs to a minimum so that the price of a product remains competitive. Efficient transportation planning and processing helps to keep these costs down. This business scenario describes the possibilities for the usage of Sales and Distribution (SD) and Logistics Execution Transportation (LE-TRA) as tool for the order handling process at Logistics Service Providers. In addition to building block D32 “Order Management for LSP” this scenario also contains the execution steps within LE-TRA.
Prerequisites Before running this Business Process Procedure (BPP) the following building blocks need to be installed on your system:
Building Block Layer 0
Description All layer 0 building blocks
D30
CO Settings
D31
Variant Configuration
D32
Order Management
D33
LES for Order Management
D34
Transportation Management
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Process In this business scenario it is assumed that a customer places a shipping order to carry goods from a customer location in Bad Homburg (66120) to a ship-to-party in Norderstedt (20054). The Logistics Service Providers determines that a preliminary, main and subsequent shipment is required to handle this order: •
The preliminary shipment is executed by an external forwarding agent (LSP-10000). This agent brings the goods from the customer departure point in Bad Homburg to the first transportation connection point (HUB) in München.
•
The main shipment from the first transportation connection point in München to the second transportation connection point in Hamburg is executed by the internal forwarding agent (LSP-20000).
•
Finally the subsequent shipment from Hamburg to the ship-to-party in Norderstedt is executed by an external forwarding agent (LSP-10000).
The following pictures provide an overview of the business scenario which is executed in this BPP:
PRE LEG Norderstedt
Hamburg
Departure point HUB Bad Homburg München Ext. Carrier: LSP-10000 MAIN LEG
LSP-20000
SUB LEG
Bad Homburg
LSP-10000
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From HUB HUB München Hamburg Int. Carrier: LSP-20000
München
From HUB Ship-to-party Hamburg Norderstedt Ext. Carrier: LSP-10000
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Result Based on the LSP Booking automatically an Outbound Delivery is created with the required Handling Units (pallets). The Outbound Delivery serves as a basis for the required Shipments (preliminary, main, subsequent). The Shipments are planned and executed by an external and internal Forwarding Agent. The Handling Units are loaded at the customer departure point and unloaded at the customer ship-to address. After the execution of the Shipments the Shipment Costs are settled with the Forwarding Agents. Finally the calculated shipment costs are billed to the customer.
Freight Cost Simulation
Forwarding Order 1: Main Item (VC BOM)
Main item
11: Pre Leg
Delivery Invoice
1 Main Item
Bad Homburg – München
21: Main Leg
11 Pre Leg
München – Hamburg
31: Sub Leg Hamburg – Norderstedt
Pre Leg B XX
1058
Sub Leg
1 Main Item
1 Main Item
1 Main Item
XX
A
Settlement
C B
LSP-10000
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Main Leg
A
CP South (München)
C B
LSP-20000
A
CP North (Hamburg)
C B
LSP-10000
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D34: Transportation Management - BPP
Prerequisites
Before running this BPP there are some prerequisites regarding organizational data, master data and customizing settings which have to be taken into account. Please ensure that the following scenario-specific organizational and master data exists before you test this scenario:
Organizational data Sales organization
: BP01
Distribution channel
: 01
Division
: 01
Plant
: BP01
Shipping Point
: BP01
Transp. pl. point
: BP02
Master data : ISP-LSP-SERVICE
Materials [MM03]
: ISP-LSP-PRELEG : ISP-LSP-MAINLEG : ISP-LSP-SUBLEG Packing materials [MM03]
: ISP-LSP-PALLET : ISP-LSP-TRUCK
Packing instruction [POP3]
: ISP-LSP-SERVICE
Packing instr. det. [POF3]
: ISP-LSP-SERVICE
Sold-to party [XD03]
: C6130
Ship-to party [XD03]
: C6120
Forwarding agent [XK03]
: LSP-10000 : LSP-20000
Pricing conditions [VK13]
: YSEC : VA00 (ISP-LSP-MAINLEG)
Freight conditions [TK13]
: YBF0 : FT00
Output conditions [VV63] [VV73]
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: E128 (handling unit) : ALTR (shipment)
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Customizing In order to run through this scenario, the following steps should be executed the first time only: 1. Configuration of transportation processing for forwarding agents 2. Assign processor to queues
2.1 Configuration of Transportation Processing for forwarding Agents Use In this section you define the basic settings that are required for transportation planning, and for status and event verification through the forwarding agents. The forwarding agents work with the sender's SAP System via the Internet. Or if there is an event verification, they use a WAP-enabled mobile. For this purpose, each user needs an SAP system user.
Prerequisites The external forwarding agent LSP-10000 should exist as a vendor account with account group ‘0005’ (forwarding agent) in the system.
Procedure 1. Access the transaction choosing one of the following navigation options: SAP IMG path
Logistics Execution Transportation Shipments Configuration of Transportation Processing for Forwarding Agents
SAP Transaction code
SPRO
2. On the Forwarding Agent User Assignment screen, choose entries:
and make the following
Field name
Description
User action and values
Comment
ServcAgent
Service Agent
LSP-10000
External Forwarding Agent
User
User
Enter the logon id’s for the user(s) you want to run this procedure.
3. Save the new item(s).
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2.2 Assign Processor to Queues Use In this step the MAIN Mobile Data Entry (MDE) menu is defined for the username from the person who is executing the scenario. MDE is used during loading and unloading of handling units.
Prerequisites The MAIN menu should be active in the system, it’s delivered with the standard system.
Procedure 1. Access the transaction choosing one of the following navigation options: SAP system
Logistics → Logistics Execution → Internal Whse Processes → Mobile Data Entry → User Master Data for Mobile Data Entry
Transaction code
LRFMD
2. On the Assignment User -> Queue screen, choose new entry:
. Use the
button to make a
Field name
Description
User action and values
Comment
Whse no.
Warehouse Number
001
User
User Name
Enter the logon id’s for the user(s) you want to run this procedure.
Status
Status
•
Mark the checkbox
Screen format
Screen Format
16X20 or 8X40
Main Menu
Main Menu
MAIN
3. Save the new item.
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Order Management
Purpose Within this process a shipping order is created. After saving the order automatically a delivery is created including the handling units which are to be shipped to the ship-to-party.
Process Flow •
Create LSP booking.
•
Analyze planned costs and revenues.
•
Display delivery & handling units.
•
Print HU labels.
3.1 Create LSP Booking Use In this activity a shipping order will be created. In this BPP scenario the goods need to be transported from a customer departure point in Bad Homburg to a ship-to-party in Norderstedt. The customer defines his requirements for this service and these will be processed using Variant Configuration. While saving the order automatically an outbound delivery is created which will be the basis for the further shipment process.
Prerequisites Customer- and material master data have to be defined.
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Logistics → Sales and Distribution → Sales → Order → Create
Transaction code
VA01
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2. On the Create Order: Initial Screen make the following entries: Field name
Description
User action and values
Comment
Order type
LSP Booking
YLSP
SP: LSP Booking
Sales Organization
An organizational unit responsible for the sale of certain products or services.
BP01
Sales Org. BP01
Distribution Channel
The way in which products or services reach the customer.
01
Direct Sales
Division
A way of grouping materials, products, or services.
01
Product Division 01
3. Choose Enter. 4. On the Create SP: LSP Booking: Overview screen, make the following entries: Field name Sold-to-party
Description
User action and values
Comment
Alphanumeric Key for the customer
C6130
Customer departure point is linked to the sold-to-party (Bad Homburg)
Ship-to-party
Alphanumeric Key for the customer
C6120
Goods need to be shipped to a ship-to party in Norderstedt
PO Number Material
Customer order number Alphanumeric Key for transport material Quantity
LSP booking
Order quantity
ISP-LSP-SERVICE Do not enter any other number here! Field content must always be “1” !
1
5. Choose Enter. 6. On the Create SP: Characteristic Value Assignment screen make the following entries: Field name
Description
User action and values
Comment
Transport Mode
Mode of transport
•
PL
•
ML
•
SL
Use F4 or to select the shipments (Pre Leg, Main Leg & Sub Leg are required)
Weight
Weight of the Materials
600 kg
Total chargeable weight
Commodity Type
Type of the transport
1
Grouped Good
Length
Dimensions of the material
120 cm
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Height
Dimensions of the material
120 cm
Width
Dimensions of the material
120 cm
Dangerous Goods
Dangerous Goods
No
Customs Clearance
Customs clearance
Y
Customs Clearance Value
Value of the customer clearance
250
Insurance
Insurance
Y
Insurance Value
Value of the insurance
250
If you choose Enter here the volume is automatically calculated
The partner roles for the preliminary, main and subsequent shipments do not have to be entered in the Variant Configuration. Within this BPP scenario the basic partner functions for Bill-to party and Payer, which are assigned to the sold-to-party, are used. However, it’s possible to differ from the standard partner functions by entering a different Bill-to party and Payer in the Variant Configuration. This process is described in more detail in the BPP scenario of building block D33.
7. Choose Next screen (F8) . Based on the ‘Transport Mode’ from the Variant Configuration a bill-of-material (BOM) is exploded from the main item. For each required shipment (pre, main and sub) a BOM sub position is automatically created on the sales order. 0
To view the estimated freight costs in the order, on the screen Create SP:LSP Booking: Overview choose Extras Shipment cost information. In the Shipment Cost Information screen choose Execute (F8). You can ignore the information message See log. Just confirm this message by Enter or
The symbol
appears in the first line and
.
in the last three lines (the net value is not
zero). If this is not the case please choose to display the log and choose Back (F3) to return to the Shipment Cost Information screen.
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Note down the estimated freight costs from the Net value column for each shipment type: •
Pre Leg (YLSP_1_PRE)
•
Main Leg (YLSP_1_MAIN) :______________________________.
•
Sub Leg (YLSP_1_SUB)
8. Choose Back (F3)
:______________________________.
:______________________________.
and confirm the question End shipment cost info? with Yes.
9. Choose Save to save the LSP booking. At the moment of saving the order the freight costs will be updated in the pricing conditions of the order (condition type YBF0: LSP Basic Freight). 10. The Systems issued the message: SP: LSP Booking XXX has been saved (delivery 80000XXX created) 11. Note the order number
:______________________________.
12. Note the delivery number :______________________________.
13. Choose Back (F3)
to return to the SAP Easy Access screen.
Result (optional) During the Save data from the configuration is used to simulate and calculate the freight costs. In the background the same process is executed as with step 8 above, but now the costs are saved as pricing conditions (YBF0: LSP Basic Freight) at the corresponding sub-items (11, 21 & 31).
You can have a look on the condition details with VA03 Display Sales Order. Please select the relevant sub item and choose Display item details and select the Conditions tab page. Compare the results on the pricing of the sub-items 11, 21 & 31 with the values you have note down in step 8. In item 21 (Mainleg) you also will find the variant condition VA00 with 50 Euro. It is a handling fee for customer clearance.
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3.2 Plan-actual Analysis on Sales Order Item Use Revenues foreseen for an SD-order via the SD-pricing procedure are updated as plan values in CO.
Procedure 1. Access the transaction using one of the following navigation options: SAP menu
Accounting → Controlling → Product Cost Controlling → Cost Object Controlling → Product Cost by Sales Order → Information System → Reports for Product Cost by Sales Order → Detailed Reports → For Sales Order
Transaction code
KKBC_KUN
If you call this transaction for the first time enter on the window Set controlling Area in the field Controlling Area BP01 and choose Enter
.
2. On the Analyze Sales Order: Planned/Actual - Comparison screen, make the following entries: Field name
Description
User action and values
Sales Order
Number of sales order for which report will be executed
Sales order number created earlier
Cumulated
Key for indicating all accumulated figures to date
Accept default selection
Period From/To
Period to be covered by report
Accept default values of current period
3. Choose
Comment
Execute. Note the values displayed in the report.
Note that the planned revenue is a negative value because revenue is treated as an offset to costs in the controlling environment. 4. The values displayed correspond to the values calculated in SD. To check the SD values, open a new session and call transaction VA03. On the Display : Overview screen, double-click the relevant item, then choose the Conditions tab page. The sum of the condition values of conditions YBF0 and YSEC should be equal to the revenue planned under CE 500000, and if the item contains condition VA00, its value should be equal to the revenue planned under CE 540300. 5. Exit the Plan/Actual Comparison screen by choosing menu.
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and return to the SAP Easy Access
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3.3 Display Delivery & Handling Units Use In this step the outbound delivery and the related handling units (pallets), which were created automatically in the background, are shown.
Prerequisites The delivery and its handling units can be shown after creating the LSP booking.
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Display
Transaction code
VL03N
2. On the Display Outbound Delivery screen make the following entries: Field name
Description
User action and values
Comment
Outbound Delivery
Number of the outbound delivery created
8000xxxx
Delivery number created earlier (you can refer to step 12 in 3.1)
3. Choose Enter to display the outbound delivery.
Please note that only the main item on the sales order was copied to the delivery. The BOM subitems on the sales order are only for settlement and billing purposes. On the LSP Outb. Delivery 800000xx Display: Overview screen: Note the total weight
:______________________________.
Note the number of packages
:______________________________.
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4. Choose the Pack button to display the generated Handling Units. In the Display Handling Units for Outbound Delivery screen you see 1 handling unit (pallets) which are linked to the delivery item. The handling unit has a unique Serialized Shipping Container Code (SSSC). Note the SSSC
5. Choose
: 112345 __________________________.
Back (3 times) to return to the SAP Easy Access menu.
Result You have analyzed the outbound delivery and the related handling units (HU’s) with the SSSC.
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3.4 Print HU Labels Use In this step handling unit (HU) labels/stickers are printed.
Prerequisites The sales order, outbound delivery and related handling units have to be created.
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Communication / Printing Handling Unit Output
Transaction code
VL74
2. On the Output from Handling units screen make the following entries: Field name
Description
User action and values
Comment
Output Type
Specifies the kind of output to be produced
E128
EAN128 sticker
Sort order
Controls the sorting of output
01
Processing mode
Indicator that specifies status and send time of the selected output
1
Outbound Delivery
Number of the outbound delivery created
8000xxxx
3. Choose
Execute (F8). On the screen Output from Handling units select the first line and use
the Print Preview
4. Choose
Delivery number created earlier
button to view the EAN128 sticker of the handling unit.
Back (2 times) to return to the SAP Easy Access menu.
Result You have analyzed the output for the handling unit labels/stickers.
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Transportation Management
Purpose Using the Transportation Management module the required shipments are planned, executed and settled to the forwarding agent.
Process Flow •
Plan shipments: o
Preliminary leg by road.
o
Main leg by road.
o
Subsequent leg by road.
•
Execute shipments.
•
Load/unload handling units.
•
Create billing document.
•
Shipment cost settlement.
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4.1 Create Shipment – Main Leg by Road Use In this step the main shipment is created. The main shipment is based on the transportation connection points which are defined in the route. In this BPP scenario the goods are collected on the first transportation connection point in München and are then transported via the south-north route to the transportation connection point in Hamburg.
Prerequisites The sales order, outbound delivery and related handling units have to be created before performing this step.
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Logistics Logistics Execution Transportation Transportation Planning Create Single Documents
Transaction code
VT01N
2. On the Create Shipment: Initial Screen make the following entries: Field name
Description
User action and values
TransportPlanningPt
A group of employees responsible for transportation activities
BP02
Shipment type
Specifies what type of transportation processing is to be performed
LSP main leg road
3. Now choose Select Deliveries
Comment
Select (shipment type Y006)
.
4. On the Select outbound deliveries screen make the following entries: Field name
Description
User action and values
Comment
Total gds mvt stat.
Indicates if, and to what extent, the delivery has left your premises
Remove A
In area: Delivery Status
Outbound Delivery
The number that uniquely identifies delivery document
8000xxxx
In the area: W.ref.to Delivery number created earlier
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5. Choose
D34: Transportation Management - BPP
Execute (F8).
6. On the LSP: Main leg by road Create: Shipments and deliveries screen choose your delivery and choose Overview of current Shipment
.
7. Choose on the Deadline tab page the button Planning
.
8. The pop-up LSP Main Leg by road $0001 Create: Overview confirm please with Copy. You receive the message. Leg determination executed 9. On the Stages tab page you see the planned stages. Note the departure point
:______________________________.
Note the destination point :______________________________. Note the forwarding agent :______________________________. 10. Save this document
.
11. Note the shipment number :______________________________. 12. Choose
Back to return to the SAP Easy Access menu.
Result You have created the main leg by road shipment: Shipment XXXX has been saved.
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4.2 Create Shipment – preliminary leg by road Use In this step the preliminary shipment is created. The preliminary shipment is a shipment which takes the goods from the customer departure point and delivers it to a collecting point. In this scenario the goods are picked from the customer location in Bad Homburg and are transported to the first transportation connection point in München.
Prerequisites The sales order, outbound delivery and main shipment have to be created before performing this step.
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Logistics Logistics Execution Transportation Transportation Planning Create Single Documents
Transaction code
VT01N
2. On the Create Shipment: Initial Screen make the following entries: Field name
Description
User action and values
TransportPlanningPt
A group of employees responsible for transportation activities
BP02
Shipment type
Specifies what type of transportation processing is to be performed
LSP pre leg road
3. Now choose Select Deliveries
Comment
Select (shipment type Y004)
.
4. On the Select outbound deliveries screen make the following entries: Field name
Description
User action and values
Comment
Total gds mvt stat.
Indicates if, and to what extent, the delivery has left your premises
Remove A
In area: Delivery Status
Outbound Delivery
The number that uniquely identifies delivery document
8000xxxx
In the area: W.ref.to Delivery number created earlier
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5. Choose
D34: Transportation Management - BPP
Execute (F8).
6. On the LSP: Pre leg by road Create: Shipments and deliveries screen choose your delivery and choose Overview of current Shipment
7. Choose the button Planning
on the Deadline tab page.
8. On the LSP Pre Leg by road $0001 Create: Overview screen make the following entries: Field name
Description
User action and values
Planning end
Time when the transportation planning status is set
Fwd. Agent
Identifies the transportation service agent (vendor)
Shipment route
Route taken by the shipment
Comment Accept default proposed values
LSP-10000
External forwarding agent Accept default proposed values
9. Confirm with Copy. 10. The pop-up screen Destination point for preliminary leg appears. Accept the proposed value ‘Y000000002: Connection Point South’ (which was copied from the main shipment) by choosing the Inspection button
.
11. On the Tab Stages you see the planned stages. Note the customer departure point:______________________________. Note the destination point
:______________________________.
Note the forwarding agent
:______________________________.
12. Save this document 13. Choose
and Note the shipment number
:___________________________.
Back to return to the SAP Easy Access menu.
Result You have created the preliminary leg by road shipment: Shipment XXXX has been saved.
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4.3 Create Shipment – Subsequent Leg by road Use In this step the subsequent shipment is created. The subsequent shipment is a shipment which picks up the goods from the distribution center and takes the goods to the ship-to party. In this scenario the goods are picked from the distribution center in Hamburg and are brought to the customer location in Norderstedt.
Prerequisites The sales order, outbound delivery and main shipment have to be created before performing this step.
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Logistics Logistics Execution Transportation Transportation Planning Create Single Documents
Transaction code
VT01N
2. On the Create Shipment: Initial Screen make the following entries: Field name
Description
User action and values
TransportPlanningPt
A group of employees responsible for transportation activities
BP02
Shipment type
Specifies what type of transportation processing is to be performed
LSP sub leg road
3. Now choose Select Deliveries
Comment
Select (shipment type Y005)
.
4. On the Select outbound deliveries screen make the following entries: Field name
Description
User action and values
Comment
Total gds mvt stat.
Indicates if, and to what extent, the delivery has left your premises
Remove A
In area: Delivery Status
Outbound Delivery
The number that uniquely identifies delivery document
8000xxxx
In the area: W.ref.to Delivery number created earlier
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5. Choose
D34: Transportation Management - BPP
Execute (F8).
6. On the LSP: Sub leg by road Create: Shipments and deliveries screen choose your delivery and choose Overview of current Shipment
7. Choose Planning
.
on the Deadline tab page.
8. On the LSP Sub Leg by road $0001 Create: Overview screen make the following entries: Field name
Description
Planning end
Time when the transportation planning status is set
Fwd. Agent
Identifies the transportation service agent (vendor)
Shipment route
Route taken by the shipment
User action and values
Comment Accept default proposed values
LSP-10000
External forwarding agent Accept default proposed values
9. Confirm with Copy. 10. The Destination point for subsequent leg pop-up screen appears. Accept the proposed value ‘Y000000001: Connection Point North’ (which was copied from the main shipment) by choosing Inspection
.
11. On the Stages tab page you see the planned stages. Note the departure point
:______________________________.
Note the destination point :______________________________. Note the forwarding agent :______________________________. 12. Save this document 13. Choose
and note the shipment number
:___________________________.
Back to return to the SAP Easy Access menu.
Result You have created the subsequent leg by road shipment: Shipment XXXX has been saved.
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4.4 Create Output for Forwarding Agent Use In this step the shipment output for the external Forwarding Agent is created.
Prerequisites The sales order, outbound delivery and shipments have to be created before performing this step.
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Logistics Logistics Execution Transportation Transportation Planning Print
Transaction code
VT70
2. On the Messages for Shipments screen make the following entries: Field name
Description
User action and values
Comment
Shipment Number
Identifies the shipment document
10xx to 10xx
Enter the shipment numbers for the external forwarding agent (Pre Leg & Sub Leg)
TransportPlanningPt
A group of employees responsible for transportation activities
BP02
Processing mode
Indicator that specifies status and send time of the selected output
1
Shipment
This indicator specifies whether output for the shipments are to be selected
•
Output Type
Specifies the kind of output to be produced
ALTR
3. Choose
Execute (F8).
4. On the Messages for Shipment screen select the first line and use Print Preview Shipment:general doc.
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to view the
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5. Choose
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Back (twice) to return to the SAP Easy Access menu.
Result You have analyzed the output for the shipment document which can be used for the communication to the external forwarding agent.
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4.5 Load Handling Units at Customer Use In this step the handling units (pallets) are loaded at the customer departure point.
Prerequisites The sales order, outbound delivery and shipments have to be created before performing this step. Also the prerequisite steps for running this BPP have to be done before using this transaction.
Procedure 1. Access the transaction using one of the following navigation options: LM01
Transaction code
2. On the RF Menu screen access the transaction using one of the following navigation options: Load Load by Shipment
RF Menu
3. On the Load/Unload by Shipment screen make the following entries: Field name
Description
User action and values
Comment
Ship
Identifies the shipment document
10xx
Enter the shipment number of the Pre Leg
4. Choose Enter
.
5. Now enter the handling unit related to the shipment to load (use the packing function shipment or refer to the chapter ‘Display delivery and handling units’):
on the
Field name
Description
User action and values
Comment
Handling unit
Identifies the handling unit
112345xxxxxxxxxx
SSSC - handling unit number created earlier
6. Choose Save
. The handling unit is now loaded.
The system issued the message: Shipment 00000010xx is fully loaded
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7. Choose ‘OK’. To go back to the SAP Easy Access menu type /n in the transaction entry field in the left corner of the screen and choose Enter
.
Result You have now loaded the handling unit on the preliminary shipment at the customer departure point using the RF transaction (based on scanning).
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4.6 Display Shipment Loading Status Use In this step the loading status on the shipment is evaluated.
Prerequisites The sales order, outbound delivery and shipments have to be created. The loading activities for the preliminary shipment have to be carried out before performing this step.
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Logistics Logistics Execution Transportation Execution Display
Transaction code
VT03N
2. On the Display Shipment: Initial Screen make the following entries: Field name
Description
User action and values
Comment
Shipment Number
Identifies the shipment document
10xx
Enter the shipment number of the Pre Leg
3. Choose Enter to display the shipment document.
Please note that on the screen LSP: Pre.leg by road 10xx Display: Overview the ‘Loading start’ and ‘Loading end’ status are set for the shipment. 4. Now use the
button to display the document flow.
Note the overall shipment status:______________________________. 5. Go back to the LSP: Pre.leg by road 10xx Display: Overview screen using 6. Now use the previous step.
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Back.
button to display the related handling unit which has been loaded in the
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7. On the Display of Handling Units for Shipment 00000010xx screen doubleclick on the handling unit and evaluate the ‘System Status’ of the Handling Unit.
8. Choose
Back (4 times) to return to the SAP Easy Access menu.
Result You have now evaluated the shipment loading status.
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4.7 Preliminary shipment completion Use In this step the shipment completion and start status is set for the preliminary shipment. This is done by the external forwarding agent after the execution of the shipment using a web transaction.
Prerequisites The sales order, outbound delivery and shipments have to be created before performing this step. Also the prerequisite steps for running this BPP have to be done before using this transaction.
Procedure 1. Access the transaction using one of the following navigation options: Transaction code
VT34
2. On the SAP screen make the following entries: Field name
Description
User action and values
Comment
Shipment Number
Identifies the shipment document
10xx
Enter the shipment number of the Pre Leg
Confirm Transport Deadline
Select radiobutton
3. Choose Continue. 4. On the SAP screen choose Change Display. 5. Choose Shpmt completion 6. Choose Shipment start
. .
7. Choose Save. 8. Choose Return to shipment selection.
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9. To go back to the SAP Easy Access menu type /n in the transaction entry field in the left corner of the screen and choose Enter
.
Result The shipment status is set to completion. Also the shipment start status is set. The shipment will now be executed by the external forwarding agent.
At the moment the status ‘Shipment completion’ is set a user-exit will delete the billing block on the corresponding item in the sales order. The sales item is then relevant for billing to the customer. You can have a look at the sales order using transaction code VA03 Display Sales Order (billing block is removed on item 11 for material ISP-LSP-PRELEG).
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4.8 Assign Vehicle to Main Shipment Use Before the main shipment is executed a vehicle (truck) is assigned to the shipment.
Prerequisites The sales order, outbound delivery and main shipment have to be created before performing this step.
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Logistics Logistics Execution Transportation Transportation Planning Change
Transaction code
VT02N
2. On the Change Shipment: Initial Screen make the following entries: Field name
Description
User action and values
Comment
Shipment Number
Identifies the shipment document
10xx
Enter the shipment number of the Main Leg
3. Choose Enter to Continue. 4. On the LSP Main leg road 10xx Change: Overview screen use the ‘Means of transport and packaging material’
button.
5. On the Processing of Handling Units for Shipment 00000010xx screen go to the second tab page (Pack Hus) and make the following entries: Field name
Description
User action and values
Comments
Packaging Material
Specifies the means of packing that can be used to pack and transport goods
ISP-LSP-TRUCK
Packing material which is used to assign a truck
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6. Choose to Enter Continue. 7. Select the handling unit you have just created for the truck. Now select the handling unit in the ‘All HUs that can be packed’ section below. If both the truck and the pallets are selected then use the pack button
to assign the pallets to the truck.
8. Go to the Ttl content tab page to have a look at the results. The handling unit (pallets) is now assigned to the truck. 9. Doubleclick on the first handling unit (ISP-LSP-TRUCK) and in next screen go to the tab page ‘Means of trnsp. data’. Make here the following entries: Field name
Description
User action and values
Driver
Driver name
L.S.P. Driver
Driver's natl.
Drivers nationality
DE
Travel time
Travel time
7 HR
Distance
Distance
775 KM
Comment
10. Choose Back (2 times) to return to the LSP Main leg road 10xx Change: Overview screen. Now set the following statuses on the Deadl. Tab page: Check-in Loading start Loading end 11. Use the save button 12. Choose
to save your changes.
Back to return to the SAP Easy Access menu.
Result The main shipment is now assigned to a truck. The truck is checked in and the shipment loading status has been set to end.
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4.9 Main Shipment Completion Use In this step the shipment completion and start status is set for the main shipment.
Prerequisites The sales order, outbound delivery and shipments have to be created before performing this step.
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Logistics Logistics Execution Transportation Execution Lists Shipment Completion List
Transaction code
VT12
2. On the screen Shipment List: Shipment Completion make the following entries: Field name
Description
User action and values
Comment
Shipment Number
Identifies the shipment document
10xx
Enter the shipment number of the Main Leg
3. Choose Execute
.
4. On the Shipment List: Shipment Completion screen select the shipment by activating the checkbox. Then use the Shipment completion button to update the shipment status. 5. The system now displays the message: Shipment 10xx: Status ‘Shipment completion’ set 6. Choose
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Back (2 times) to return to the SAP Easy Access menu.
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Result Shipment 10xx: Status ‘Shipment completion’ set The shipment status is set to completion. The main shipment will now be executed by the internal forwarding agent.
At the moment the status ‘Shipment completion’ is set a user-exit will delete the billing block on the corresponding item in the sales order. The sales item is then relevant for billing to the customer. You can have a look at the sales order using transaction code VA03 Display Sales Order (billing block 02 is removed on item 21 for material ISP-LSP-MAINLEG).
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Subsequent Shipment unload Start
Use In this step the unloading activities at the customer destination point will be started. Therefore the shipment unload start status is set for the subsequent shipment. This is done by the external forwarding agent using a web transaction.
Prerequisites The sales order, outbound delivery and shipments have to be created before performing this step. All loading activities have to be finished before starting the unload activities. Also the prerequisite steps for running this BPP have to be done before using this transaction.
Procedure 1. Access the transaction using one of the following navigation options: Transaction code
VT34
2. On the SAP screen make the following entries: Field name
Description
User action and values
Comment
Shipment Number
Identifies the shipment document
10xx
Enter the shipment number of the Sub Leg
Confirm Transport Deadline
Select radiobutton
3. Choose Continue. 4. On the SAP screen choose Change Display. 5. Choose Loading start
.
6. Choose Save. 7. Choose Return to shipment selection.
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8. To go back to the SAP Easy Access menu type /n in the transaction entry field in the left corner of the screen and choose Enter
.
Result The shipment status is set to Loading start. Unloading activities can now be started for the subsequent shipment.
4.11
Unload Handling Units at Customer
Use In this step the handling unit (pallets) is unloaded at the customer destination point (ship-to-address).
Prerequisites The sales order, outbound delivery and shipments have to be created before performing this step. Also the prerequisite steps for running this BPP have to be done before using this transaction.
Procedure 1. Access the transaction using one of the following navigation options: LM01
Transaction code
2. On the RF Menu access screen the transaction using one of the following navigation options: Load Load by Shipment
RF Menu
3. On the Load/Unload by Shipment screen make the following entries: Field name
Description
User action and values
Comment
Ship
Identifies the shipment document
10xx
Enter the shipment number of the Sub Leg
Handling unit
Identifies the handling unit
112345xxxxxxxxxx
SSSC - handling unit number created earlier
4. Choose Enter
.
5. The system now displays the message Shipment 00000010xx is fully loaded Confirm this message by choosing OK .
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6. Choose Undo
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. The handling unit is now unloaded.
7. To go back to the SAP Easy Access menu type /n in the transaction entry field in the left corner of the screen and choose Enter
.
Result You have now unloaded the handling unit on the subsequent shipment at the customer destination point using the RF transaction (based on scanning).
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Subsequent Shipment Completion
Use In this step the shipment completion status is set for the subsequent shipment. This is done by the external forwarding agent after executing the shipment using a web transaction.
Prerequisites The sales order, outbound delivery and shipments have to be created before performing this step.
Procedure 1. Access the transaction using one of the following navigation options: VT34
Transaction code
2. On the SAP screen make the following entries: Field name
Description
User action and values
Comment
Shipment Number
Identifies the shipment document
10xx
Enter the shipment numbers of the Sub Leg
Confirm Transport Deadline
Select radiobutton
3. Choose Continue. 4. On the SAP screen choose Change Display 5. Choose Loading end
.
6. Choose Shpmt completion
.
7. Choose Save. 8. Choose Return to shipment selection. 9. To go back to the SAP Easy Access menu type /n in the transaction entry field in the left corner of the screen and choose Enter
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.
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Result The shipment status is set to Shipment completion.
At the moment the status ‘Shipment completion’ is set a user-exit will delete the billing block on the corresponding item in the sales order. The sales item is then relevant for billing to the customer. You can have a look at the sales order using transaction code VA03 Display Sales Order (billing block 02 is removed on item 31 for material ISP-LSP-SUBLEG).
4.13
Create Billing Document
Use In this step the billing document is created.
Prerequisites Sales Order LSP Booking was created and the billings blocks in all sub items are removed.
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Logistics Sales and Distribution Billing Billing Document Create
Transaction code
VF01
2. On the Create Billing Document screen make the following entries: Field name
Description
User action and values
Comment
Document
Billing relevant document type
Sales Order Number
Sales Order created earlier
3. Choose Enter. 4. On the Invoice LSP (YSF2) Create: Overview of Billing Items screen select all items and choose Item Pricing condtn 5. On the Invoice LSP (YSF2) Create: Item Data screen check all prices and go back to the main screen with 6. Please repeat step 4 to 5 for all other sub items. 7. After checking all conditions please choose
Save.
8. The system issues the message Document 90000XXX has been saved Note the Billing document number 9. Choose
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:______________________________.
Back to return to the SAP Easy Access menu.
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Result The billing document is created and automatically passed on to accounting FI.
4.14
Set Shipment End Status
Use All shipments (preliminary, main and subsequent) have been executed by the forwarding agents. After the execution of the shipments the shipment end status is set in this step.
Prerequisites The sales order, outbound delivery and shipments have to be created before performing this step.
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Logistics Logistics Execution Transportation Transportation Planning Change
Transaction code
VT02N
2. On the Change Shipment: Initial Screen make the following entries: Field name
Description
User action and values
Comment
Shipment Number
Identifies the shipment document
10xx
Enter the shipment number of the Pre Leg
3. Choose Enter to Continue.
4. On the LSP Main leg road 10xx Change: Overview screen use the ‘Shipment end’ status. Choose Save in order to save the changes.
to set the
5. Repeat the steps 2 – 5 above in order to set the shipment end status for the main and subsequent shipments.
6. Choose
Back to return to the SAP Easy Access menu.
Result
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All shipments now have the shipment end status. The next step is creating shipment cost documents.
4.15 Post Costs for Customs Processing Use The effort that the logistics service provider has when dealing with the customs activities has to be taken care of in accounting. Therefore, the corresponding costs are allocated from the customs cost center (i.e., the cost center which executes the customs processing) to the sales order item which is relevant to customs. The amount allocated does not depend on any characteristics of the transport except the fact, that a border crossing is involved, so if it is allocated, the amount is always the same (50 EUR).
Prerequisites Check whether your sales order is relevant to customs processing. To do so, display your sales order in transaction VA03, double-click the item number of the main-leg-item and then choose Conditions tab page on the following screen. If condition type VA00 is listed in the Pricing Elements screen area, the sales order is relevant to customs processing.
Procedure 1. Access the transaction choosing one of the following navigation options: SAP menu
Accounting Controlling Cost Center Accounting Actual Postings Manual Reposting of Costs Enter
Transaction code
KB11N
2. On the Enter Manual Repostings of Primary Costs screen, make the following entries: Field name
Description
User actions and values
Scrn variant
All
Input Type
Individual Entry
Document date
Current date
Posting date
Current date
Period
Proposed automatically
Document text
Allocation Customs Processing
Cost element
943520
Amount
50
Cost center
DE1202
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Comment
In the Old acct assignment screen area
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Sales Order
Your Sales order number in left field, number of main leg item in right field
In the New acct assignment screen area
3. Choose Enter. 4. Choose Post.
Result The costs for customs processing have now been allocated from the cost center to the sales order.
4.16
Create Shipment Cost Documents
Use The execution of all shipments has ended. Before running the settlement first the shipment cost documents have to be created to calculate the actual shipment costs for each shipment.
Prerequisites The sales order, outbound delivery and shipments have to be created before performing this step. The shipment status has to be set to end.
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Logistics Logistics Execution Transportation Shipment Costs Create Collective Processing
Transaction code
VI04
2. On the Shipment List: Create shipment costs screen make the following entries: Field name
Description
User action and values
Comment
Shipment Number
Identifies the shipment document
10xx to 10xx
Enter the shipment number of the Pre Leg, Main Leg & Sub Leg
3. Choose Execute
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or F8 to run the selection of shipments (preliminary, main & subsequent).
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4. On the Shipment List: Create shipment costs screen select all shipments using the button
5. Now choose Execute
6. Choose the log
.
or F8 to create the shipment cost documents for the shipments.
to have a look at the results.
7. Expand the Collective run for shipment costs (Create) log. Note the shipment cost document number (pre leg)
:________________________.
Note the shipment cost document number (main leg)
:________________________.
Note the shipment cost document number (sub leg)
:________________________.
8. Choose
Back (3 times) to return to the SAP Easy Access menu.
Result A shipment cost document has now been created for all shipments. The actual shipment costs are calculated and the shipments are ready for settlement to the Forwarding Agent.
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Freight Cost Settlement
Use The shipment costs computed in the previous step now have to be settled, i.e. transferred to the sales order item.
Prerequisites Shipment has to be executed and shipment status has to be set to ‘Shipment end’. Shipment cost documents must have been created.
Procedure Main leg 1. Access the transaction using one of the following navigation options: Transaction code
YFAC
2. On the Freight Cost Settlement screen make the following entries: Field name
Description
User action and values
Comment
Shipment Number
Identifies the shipment document
10xx
Enter the shipment number of the Main Leg
3. The main leg was executed by the internal Forwarding Agent (LSP-20000). Therefore the actual shipment costs will be settled to an internal Cost Element. Choose F8 or Execute or use the
button to process the shipment.
4. Confirm the pop-up screen Internal Forwarding Agent where the actual shipment costs are displayed by choosing
.
5. On the Enter Manual Repostings of Primary Costs screen, make the following entries: Field name
Description
User action and values
Comment
Document date
Document date
xx.xx.xxxx
Current date
Posting date
Posting date
xx.xx.xxxx
Current date
Period
Period
xx
Current period
Document text
Document header text
Internal Shipment Settlement
Use the shipment number of the Main Leg
Scrn variant
Adjusts the entry screen for manual actual postings in Controlling (CO) to your individual requirements
All
Select the ‘All’ variant
Input Type
Used to distinguish the entry status for actual postings.
Individual Entry
Select the ‘Individual Entry’
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variant
You can choose between individual entry and list entry Document item Cost Element
Items in a chart of accounts that are relevant to cost, are referred to as cost elements. They are used for entering all costs within the entire cost accounting system
Amount
943510
INT.ALLOC:FREI GHT CO
144,00
Actual shipment costs of the Main Leg
Old account assignment Order
650001
Internal order
New account assignment Sales Order
Number of sales order left and sales item right (item number is 21: Main Leg)
Number of the sales order
6. Choose Enter. 7. Choose Post. 8. Note the CO posting document number
:________________________.
Pre leg 9. On the Freight Cost Settlement screen make the following entries: Field name
Description
User action and values
Comment
Shipment Number
Identifies the shipment document
10xx
Enter the shipment number of the Pre Leg
10. The pre leg was executed by the external Forwarding Agent (LSP-10000). Therefore the actual shipment costs will be settled externally to this forwarding agent. Choose F8 or Execute or use the
button to process the shipment.
11. The Change Shipment Costs screen appears and display the shipment cost document which is linked to the preliminary shipment. Choose Enter or
to continue.
12. On the LSP: pre leg Change – Overview: Freight Cost Items screen select the item by using the Select All
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button. Now choose Display item details
.
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13. On next screen use the Account Assignment button screen. Now enter the following details:
to go to the Account Assignment
Field name
Description
User action and values
Comment
Sales document
The number that uniquely identifies the sales document
xxxx
Enter the sales order number
Item
The number that uniquely identifies the item in the sales document
11
Enter the sales order item number of the Pre Leg (11)
14. Choose Enter and use the button to return to the LSP: pre leg Change – Overview: Freight Cost Items screen. Now go to the Settlement tab page and activate the Transfer checkbox: Field name
Description
User action and values
Transfer
This indicator specifies whether the shipment cost item is to be forwarded.
Comment Activate the checkbox
Only fully costed and fully account assigned shipment cost items can be forwarded. Forwarding is carried out when the shipment cost document is saved 15. Choose Save in order to save the shipment cost document and forward the shipment costs. Sub leg 16. On the Freight Cost Settlement screen make the following entries: Field name
Description
User action and values
Comment
Shipment Number
Identifies the shipment document
10xx
Enter the shipment number of the Sub Leg
17. The sub leg was executed by the external Forwarding Agent (LSP-10000). Therefore the actual shipment costs will be settled externally to this forwarding agent. Choose F8 or Execute or use the
button to process the shipment.
18. The Change Shipment Costs screen appears and display the shipment cost document which is linked to the subsequent shipment. Choose Enter or
to continue.
19. On the LSP: pre leg Change – Overview: Freight Cost Items screen select the item by using the Select All
button. Now click the Display item details button
20. On next screen use the Account Assignment button screen. Now enter the following details: Field name
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Description
.
to go to the Account Assignment User action and values
Comment
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Sales document
The number that uniquely identifies the sales document
xxxx
Enter the sales order number
Item
The number that uniquely identifies the item in the sales document
31
Enter the sales order item number of the Sub Leg (31)
21. Choose Enter and use the Cost Items screen.
button to return to the LSP: pre leg Change – Overview: Freight
22. Now go to the Settlement tab page and activate the Transfer checkbox: Field name
Description
User action and values
Transfer
This indicator specifies whether the shipment cost item is to be forwarded.
Comment Activate the checkbox
Only fully costed and fully account assigned shipment cost items can be forwarded. Forwarding is carried out when the shipment cost document is saved
23. Choose Save in order to save the shipment cost document and forward the shipment costs. 24. Choose
Back to return to the SAP Easy Access menu.
Result All shipment costs (preliminary, main & subsequent) have now been transferred to the corresponding sales order items.
4.18 Display Shipment Cost Settlement (internal agent) Use In this step the shipment cost settlement for the internal forwarding agent is displayed.
Prerequisites The shipment cost settlement in the previous step has to be executed.
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
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Logistics -> Sales and Distribution -> Sales -> Product Cost by Sales Order -> Actual Postings -> Manual Reposting of Costs ->
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Display Transaction code
KB13N
2. On the Display Manual Repostings of Primary Cost screen make the following entries: Field name
Description
User action and values
Comment
DocumentNo.
Key used to access a cost accounting document (such as a reposting of costs)
2xxxxxxxx
Enter the CO document number (step 8 from previous chapter)
3. Choose Enter. 4. Analyze the document and make sure the costs are posted against the right sales order item (21: LSP Hauptlauf LKW). 5. Choose
Back to return to the SAP Easy Access menu.
Result You have now checked and analyzed the shipment cost settlement related to the internal forwarding agent (LSP-20000).
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4.19 Display Shipment Cost Settlement (external agent) Use In this step the shipment settlement results for the external Forwarding Agent will be displayed. This picture shows an overview of the Shipment Cost Settlement process:
The settlement of shipment costs with the service agent is carried out per shipment cost item. Settlement includes: •
Assignment and forwarding of the shipment costs to FI and cost accounting for creation of accruals and posting of payables.
•
Automatic settlement using the self-billing procedure or manual settlement with the transportation service agent.
Prerequisites The shipments have to be settled. A shipment cost document is created. The shipment cost document must have the following statuses: Calculated: C - Fully calculated Assigned: C - Account assignment fully completed Transferred: C - Fully transferred
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Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Logistics Logistics Execution Transportation Shipment Costs Lists and Logs Settlement List
Transaction code
VI12
2. On the List Shipment Costs: Settlement screen make the following entries: Field name
Description
User action and values
Comment
Shipment Number
Identifies the shipment document
10xx to 10xx
Enter the shipment number of the Pre Leg and the Sub Leg (in the W.ref.to section)
3. Choose
Execute (F8).
4. On the List Shipment Costs: Settlement screen mark the checkbox of the first line and choose in order to display the Shipment Cost document related to the preliminary shipment. Note the status of calculation
:______________________________.
Note the status of account determination :______________________________. Note the status of transfer
:______________________________.
In the Desc. ref. column you see the shipment number to which this shipment cost document refers to. You can also see the Service agent and the Net value of the shipment costs. The net value should be the same as value for the YBF0 condition on item 11 ISP-LSP-PRELEG in the sales order.
5. Choose
Back to return to the List Shipment Costs: Settlement screen.
6. Optional: On the List Shipment Costs: Settlement screen mark the checkbox of the second line and choose in order to display the Shipment Cost document related to the subsequent shipment. Choose Back to return to the List Shipment Costs: Settlement screen. 7. Place the cursor on the shipment cost item of the first line (ShptCstNo.). Then choose to display the Purchase Order for the external Forwarding Agent which was automatically generated during the settlement process.
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8. Choose to have a look at the Purchase Order item details. Now go to the Purchase Order History tab page. Here you can see the Service Entry Sheets which have been generated by the system. Optional: you can click on a document number to display the Service Entry Sheets in more detail. 9. Choose
Back to return to the Standard PO 45xxxxxxxx screen.
10. Note the purchase order number 11. Choose
:______________________________.
Back (3 times) to return to the SAP Easy Access menu.
Result You have now analyzed the Shipment Cost Settlement process for the preliminary and subsequent shipments which are executed by external Forwarding Agent.
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4.20
D34: Transportation Management - BPP
Freight invoice check
Use In this step the freight invoice that you have received from the Forwarding Agent is checked (against the Purchase Order and Service Entry Sheets) and posted manually.
Prerequisites The shipments have to be settled and fully transferred to Accounting. The Purchase Order and Service Entry Sheets have to be generated by the system.
Procedure 1. Access the transaction using one of the following navigation options: SAP Menu
Logistics Logistics Execution Transportation Shipment Costs Freight Invoice Check Logistics Invoice Verification Document Entry Enter Invoice
Transaction code
MIRO
2. On the Enter Incoming Invoice: Company Code BP01 screen make the following entries: Field name
Description
User action and values
Comment
Invoice date
Specifies the issue date of the original document
xx.xx.xxxx
Enter the current date
Reference
The reference document number can contain the document number of the business partner, but a different entry can also be made
20075258
Vendor invoice number
Amount
Line item amount in document currency
290,79
Calculate tax
If you select this field, the system calculates the taxes automatically during simulation or
•
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Field name
Description
User action and values
Comment
posting Tax amount
Taxes on sales/purchases amount in document currency
Calculated by the system
Reference Document Category
Specifies the document category to which the invoice refers
Transportation Service Agent
Vendor
Displays the number and name of the vendor
LSP-10000
Select ‘Transportation Service Agent’ in the drop down list on the PO reference tab page
3. Now choose Enter to confirm your entries. 4. On the Enter Incoming Invoice: Company Code BP01 pop-up screen make the following entries: Field name
Description
User action and values
Comment
Shipment Number
Identifies the shipment document
10xx to 10xx
Enter the shipment number for the Pre Leg and Sub Leg
5. Choose
Execute (F8).
6. The Purchase Order items are now adopted. Choose
to simulate the posting.
7. Check in the Simulate Document in EUR screen if the accounting document is in balance (Bal. 0,00). Choose
to return to the Enter Incoming Invoice: Company Code BP01 screen.
8. If the Document Balance equals 0,00 EUR and the balance status is the invoice using the 9. Choose
you can post
button.
Back to return to the SAP Easy Access menu.
Result You have now manually posted the freight invoice from the Forwarding Agent. It’s also possible to use the self-billing procedure. The self-billing procedure allows you to settle shipment costs without needing to receive an invoice. In addition to the option of receiving an invoice from the service agent for the transportation services rendered, you can also have the service agent create a credit memo. In this case, the shipment costs calculated are forwarded directly to FI. The payment is then checked by the payee.
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Whether or not this self-billing procedure is used depends upon the agreement with the service agent. The advantages of this procedure are: - Faster and more efficient completion of the business transaction. - Fewer price deviations in the invoice check.
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SAP Best Practices
5
D34: Transportation Management - BPP
Reporting & Results Analysis 5.1 Plan-actual Analysis on Sales Order Item
Use Review the costs and revenues that have incurred on the order.
Procedure 1. Access the transaction using one of the following navigation options: SAP menu
Accounting → Controlling → Product Cost Controlling → Cost Object Controlling → Product Cost by Sales Order → Information System → Reports for Product Cost by Sales Order → Detailed Reports → For Sales Order
Transaction code
KKBC_KUN
2. On the Analyze Sales Order: Planned/Actual - Comparison screen, make the following entries: Field name
Description
User action and values
Sales Order
Number of sales order for which the report will be executed
Sales order number created earlier
Item
Number of relevant sales document item
e.g. 11
Cumulated
Key for indicating all accumulated figures to date
Accept default selection
Period From/To
Period to be covered by report
Accept default values of current period
3. Choose
Comment
Check all items of Sales Order
Execute. Note the values displayed in the report.
4. Exit the Plan/Actual Comparison screen by choosing menu.
and return to the SAP Easy Access
5. Repeat step 4 and 5 for all other sub items. 6. Choose
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SAP Best Practices
D34: Transportation Management - BPP
5.2 Results Analysis for Sales Order Use The results analysis accrues cost and revenues on the sales order at the end of an accounting period.
Prerequisites Results analysis is usually performed in the course of period-end closing activities.
Procedure 1. Access the transaction using one of the following navigation options: SAP menu
Logistics → Sales and Distribution → Sales → Product Cost by Sales Order → Period-End Closing → Single Functions → Results Analysis → Execute → Individual Processing
Transaction code
KKA3
2. On the Results Analysis for Sales Order screen, make the following entries: Field name
Description
User action and values
Sales Order
Number of sales document for results analysis
Sales order number created earlier
Item
Number of document item for results analysis
e.g. 11
Period
Relevant period for results analysis
Current period
Fiscal Year
Relevant fiscal year for results analysis
Current fiscal year
RA version
Procedure by which results analysis is to be executed
0
Full Log
Full Log
Select
3. Choose
Execute.
4. Choose
Save twice.
Comment
Current month
Results Analysis Version
5. Repeat step 2 to 4 for all other sub items. 6. Choose
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D34: Transportation Management - BPP
5.3 Setting the Sales Order to PA Use The settlement process moves all revenues and costs from the sales order to a profitability analysis.
Prerequisites Settlement can occur on a periodic basis during the life of a sales order and/or upon completion of all work. Results analysis has to be performed prior to settlement.
Procedure 1. Access the transaction using one of the following navigation options: SAP menu
Logistics → Sales and Distribution → Sales → Order → Subsequent Functions → Settlement
Transaction code
VA88
2. The first time you access this transaction, the system displays the Set Controlling Area dialog box. Enter BP01 in the Controlling Area field and choose Enter. 3. On the Actual Settlement: Sales Orders screen, make the following entries: Field name
Description
User action and values
Sales Document
Number of sales document to be settled
Sales order number created earlier
Item
Number of document item to be settled
e.g. 11
Settlement Period
Period to be settled
Current period
Fiscal Year
Year to be settled
Current year
Test Run
Key for simulation
Deselect
Comment
1. Choose Execute. Note the results on the subsequent screen Actual Settlement: Sales Documents Basic List. 2. Choose
Back to return to the SAP Easy Access menu.
3. Repeat step 3 to 6 for all items of your sales order. 4. Choose
Back to return to the SAP Easy Access menu.
Result You have successfully settled the sales order’s accrued revenues and costs to profitability analysis.
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D34: Transportation Management - BPP
5.4 Execute CO-PA Reports Use Execute the reports to analyze the actual profitability of your sales orders and to get an overview over what revenues and costs your company expects based on the incoming sales orders.
Procedure 1. Access the activity using the following navigation option: KE30
Transaction code
2. Running the transaction at first time please enter the operating concern BPDE in the pop-up. 3. On the Run Profitability Report: Initial screen, double-click on report LSP-PROF or LSP-INCSO. 4. On the Selection screen, enter section criteria as desired, e.g.: Field name
User action and values
Sales Organization
BP01
All other fields
Leave blank
Comment
5. Select Output Type as desired, e.g. Graphical Report Output. 6. Choose Execute. 7. If a warning dialog box appears, confirm. 8. Choose
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