G82 BB Config Guide en US

SAP Best Practices

G82 - Transportation Management: Configuration Guide

SAP ECC 6.00 December 2006 English

Transportation Management (G82) Building Block Configuration Guide

SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany

SAP Best Practices

G82 - Transportation Management: Configuration Guide

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SAP Best Practices

G82 - Transportation Management: Configuration Guide

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SAP Best Practices

G82 - Transportation Management: Configuration Guide

Contents G82 - Transportation Management.............................................................................................................5 1 Purpose....................................................................................................................................................5 2 Preparation..............................................................................................................................................5 3 Master Data.............................................................................................................................................6 4 Customizing.............................................................................................................................................8 5 Master Data............................................................................................................................................19

SAP Best Practices

G82 - Transportation Management: Configuration Guide

G82 - Transportation Management 1 Purpose This 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, use the Best Practices Installation Assistant.

2 Preparation 2.1 Prerequisites To install this building block, see the Installation section of the Quick Guide for CP.

SAP Best Practices

G82 - Transportation Management: Configuration Guide

3 Master Data 3.1 Create Vendor Master Data Use This activity creates a domestic supplier, from whom we could buy trading material.

Procedure 1. Access the activity using one of the following navigation options: SAP ECC Menu

Logistics → Materials Management → Purchasing → Master Data → Vendor → Central → Create

Transaction Code

XK01

2. On the Create Vendor: Initial screen, make the following entries: Field

Value

Vendor

C7010

Company Code

BP01

Purch. organization

BP01

Account Group

LIEF

Address

selected

Accounting info

selected

3. Choose Enter. 4. On the Create Vendor: Address screen, make the following entries: Field

Value

Title Name

BP Vendor Transportation C7010

Search term 1/2

BP

Street/House number

3475 Deer Creek Road

Postal Code/City

94304

Choose tab key once and Palo Alto enter behind the post code Country

US

Region

CA

Time zone

PST

Jurisdict. Code

CA0000000

5. Choose Next screen (F8).

SAP Best Practices

G82 - Transportation Management: Configuration Guide

6. On the Create Vendor: Accounting information Accounting Screen, make the following entries: Field

Value

Recon. account 211000 Sort key 7. Choose Save.

014

SAP Best Practices

G82 - Transportation Management: Configuration Guide

4 Customizing 4.1 Maintain Transportation Planning Point Use The 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

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, make the following entries 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, make the following entries: Field

Value

Title

Company

Name

Transportation planning point BP01

Country

US

Language

English

6. Choose Save.

4.2 Define Modes of Transport Use Define 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.

SAP Best Practices

G82 - Transportation Management: Configuration Guide

Procedure 1. Access the activity using one of the following navigation options: Transaction Code

SPRO

IMG Menu

Logistic Execution → Transportation → Basic Transportation Functions → Routes → Define Routes → Define Modes of Transport

2. Some modes of transport have already been defined. If so, this step is only performed as a check. 3. Check if the following settings are set correctly: Field

Value

Sh TY

01

Description Road 4. If you find other settings, you can leave these as they are.

4.3 Define Shipping Types Use You define the shipping types in combination with the mode of transportation. The shipping types can include those listed below.

Procedure 1. Access the activity using one of the following navigation options: Transaction Code

SPRO

IMG Menu

Logistic Execution → Transportation → Basic Transportation Functions → Routes → Define Shipping Types

2. Note: Some modes of transport have already been defined. If so, this step is only performed as a check.Check if the following settings are set correctly: Field

Value

PT

01

Description Truck Mdtr

01

STPG

0001

3. If you find other settings, you can leave these as they are.

4.4 Define Transportation Connecting Points Use

SAP Best Practices

G82 - Transportation Management: Configuration Guide

In this step, the transportation steps are defined. For example in this activity, 310000 represents the Frankfurt plant where goods are delivered and 310099 represents the point of a customer in Hamburg where the goods will be delivered.

Procedure 1. Access the activity using one of the following navigation options: Transaction Code

SPRO

IMG Menu

Logistic Execution → Transportation → Basic Transportation Functions → Routes → Define Routes → Define Transportation Connection Points

2. On the Change View "Transportation Connection Point" : Overview screen, choose New Entry. 3. On the New Entries: Details of Added Entries screen, make the following entries and save: Field Name

Value

Description

Points

310000

Palo Alto

Load trnsf pnt Check this selection 4. Choose the Reference shipping point / plant tab, make the following entries and save. Field Name

Value

Shipping point BP02 5. Define shipping point 310099 by choosing New Entry and make the following entries: Field Name

Value

Description

Points

310099

Chicago

Load trnsf pnt Check this selection 6. Choose the Reference Customer/vendor tab, make the following entries and save. Field Name Value Customer

C6120

4.5 Define Routes and Stages Use Defines for a certain route the stages. The route defined becomes the standard route.

Procedure 1. Access the activity using one of the following navigation options: Transaction Code

OVTC

IMG Menu

IMG → Logistic Execution → Transportation → Basic Transportation Functions → Routes → Define Routes → Define Routes and Stages

SAP Best Practices

G82 - Transportation Management: Configuration Guide

2. Check, if route 000021 already exist, if not create a new entry like this: Field Name

Value

Route

000021

Description

South-north Route

Comments

3. Double click Routes Stages folder, then choose New entry. Enter the values like this and save: Field Name

Value

Dep. Point

310000

Dst. Point

310099

Service agent

C7010

Distance

500 miles

Leg indicator

Direct leg

Shipping type

01 truck

Stage category

Transportation

Shipment cost relevant Mark this check box

Comments

Make sure this check box is selected.

4. Save the changes and exit.

4.6 Check Transportation Zones Use Transportation zones can be defined according to country and depending on your company's needs. Transportation zones represent delivery recipient (ship-to party) regions or delivery shipper (vendor) regions.

Procedure 1. Access the activity using one of the following navigation options: Transaction Code

SPRO

IMG Menu

Logistic Execution → Transportation → Basic Transportation Functions → Route → Route Determination → Define Transportation Zones

2. Here we use the standard transportation zone, so just check if this entry exists: City Transportation zone

Description

US

US00060000

Midwest

US

US00040000

Northeast

3. Standard transportation zone is available by default, so it was assigned to customer master before the transportation zone definition. If you want to use some self-defined transportation zone, you need to change the assignment to customer after the definition.

SAP Best Practices

G82 - Transportation Management: Configuration Guide

4.7 Maintain Country and Transportation Zone for Shipping Point Use This step is set up the relationship between transportation zone and shipping point in order to determine the route in sales order automatically.

Procedure 1. Access the activity using one of the following navigation options: Transaction Code

SPRO

IMG Menu

Logistic Execution → Transportation → Basic Transportation Functions → Route → Route Determination → Maintain Country and Transportation Zone for Shipping Point

2. Check if the following entry exists, if not, create it: Shipping point Country

Zone

BP02

US00060000

US

3. Save the value.

4.8 Maintain Route Determination Use By this setting, the system will know which route will be selected when the sales order or delivery is created.

Procedure 1. Access the activity using one of the following navigation options: Transaction Code

SPRO

IMG Menu

Logistic Execution → Transportation → Basic Transportation Functions → Routes → Route Determination → Maintain Route Determination

2. Check if the following entry exists, if not, create it: Field Name

Value Comments

Cdep US

Depature Country

DepZ US00060000

Departure Zone

DstC US

Destination Country

RecZ US00040000

Receipt Zone

3. Select this line, double click Route determination without weighing group (order) button, check if the following entry exists, if not create it:

SAP Best Practices

G82 - Transportation Management: Configuration Guide

Field Name

Value

Comments

SC

01

Shipping Condition

TGroup

0001

Transportation Group

Proposed route 000021 4. Save the change.

4.9 Maintain Transportation Relevance Use In 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

Procedure 1. Access the activity using one of the following navigation options: Transaction Code

SPRO

IMG Menu

IMG → Logistic Execution → Transportation → Shipments → Maintain Transportation Relevance

2. Double click the line Maintain transportation relevance for delivery types and check if the following entry was maintained, if not, maintain it, save and back: Field Name Value

Relevant for transport

Del type

Selected

LF

3. Double click the line Maintain transportation relevance for delivery item types and check if the following entries were maintained, if not, maintain it, save and back: Field Name

Value

Relevant for transport

Item category TAN

Selected

Item category YG05

Selected

4. Double click the line Maintain transportation relevance for routes and check if the following entry was maintained, if not, maintain it, save and back: Field Name Value

Relevant for transport

Route

Selected

000021

5. Save and exit.

4.10 Define Shipment Types Use Shipment type is a centralized document type, which control the activity of the shipment document and the subsequent activities.

SAP Best Practices

G82 - Transportation Management: Configuration Guide

Note: The standard shipment type will be used, it is 0001 (Indiv.Shipmt – Road), so the settings should be ready, and the following step is a check step.

Procedure 1. Access the activity using one of the following navigation options: Transaction Code

SPRO

IMG Menu

Logistic Execution → Transportation → Shipments → Define shipment types

2. Choose the line 0001(Indiv.Shipmt – Road) and check the values, do not change any values. Field Name

Value

Shipping type

01

Comments

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 save.

4.11 Define Tariff Zones Use You define the tariff zones for each organizational key. The tariff zones represent geographical influencing factors during the calculation of shipment costs.

Procedure 1. Access the activity using one of the following navigation options: Transaction Code

SPRO

IMG Menu

Logistic Execution → Transportation → Shipments Cost → Basic Functions → Define and Assign Tariff Zones

2. On the Change View "Define Tariff Zones": Overview screen, choose New Entry and make the following entries: Field Name Value

Description

Tariff zone

YG0001

Palo Alto

Tariff zone

YG0002

Chicago

3. Save and exit.

SAP Best Practices

G82 - Transportation Management: Configuration Guide

4.12 Assign Tariff Zones 1 Use You 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.

Procedure 1. Access the activity using one of the following navigation options: Transaction Code

T_76

IMG Menu

Logistic Execution → Transportation → Shipments Cost → Basic Functions → Define and Assign Tariff Zones

2. Select the line created in the previous activity and double-click the folder Define organization key for tariff zone assignment, make the following entries: Field Name

Value

Comments

TransportPlanningPt BP01 Service agent

C7010

Shipping type

01

Country key

US

3. Save the change and exit.

4.13 Assign Tariff Zones 2 Use You 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.

Procedure 1. Access the activity using one of the following navigation options: Transaction Code

T_76

IMG Menu

Logistic Execution → Transportation → Shipments Cost → Basic Functions → Define and Assign Tariff Zones

2. Select the line created in the previous activity and double-click the folder Define organization key for tariff zone assignment, make the following entries: Field Name

Value

TransportPlanningPt BP01 Service agent

C7010

Shipping type

01

Country key

US

Comments

SAP Best Practices

G82 - Transportation Management: Configuration Guide

3. Select the line and choose Assign tariff zone to org. key and post. code area button and make the following entries: Post code Post code

Tariff Zone

60000

61000

YG0002

94000

95000

YG0001

4. Save the change and exit.

4.14 Define and Assign Pricing Procedures Use The settings of pricing and procedures will determine how the cost of the transportation be calculated.

Procedure 1. Access the activity using one of the following navigation options: Transaction Code

SPRO

IMG Menu

Logistic Execution → Transportation → Shipment Costs → Pricing → Pricing Control → Define and Assign Pricing Procedures

2. Double-click Maintain pricing procedure 3. Select condition procedure SDFC00 and choose Copy. 4. Choose Enter. 5. Change the pricing procedure name from SDFC00 to YGFC00, then choose Enter. 6. On the dialog box, select Copy all, then change the new pricing description to BP Pricing. 7. Save the change. The result of this step is that you have a new pricing procedure called YGFC00. 8. Double-click Define pricing procedure determination for shipment costs. 9. Select Transportation Planning Point BP01 with description Transp. BP01 (comm.), then double click Determine pricing procedure. 10. Choose New Entry and enter the following values. Field Name

Value

It.Det.Group

0001

Comments

SA group Shp Typ Group 0001 CstgSheet

YGFC00

11. Now all transportations from transportation planning point BP01 have pricing procedure YGFC00.

SAP Best Practices

G82 - Transportation Management: Configuration Guide

4.15 Shipment Cost Settlement – Assign Purchasing Data Use This step is assign transportation service group to Plant, Transportation planning point and Shipment cost document type, so the system can find the suitable purchase order for settling the transportation cost.

Procedure 1. Access the activity using one of the following navigation options: Transaction Code

SPRO

IMG Menu

IMG → Logistic Execution → Transportation → Shipments Cost → Settlement → Assign Purchasing Data

2. On the Change View "Assignment of Purchasing Data for Shipment Costs": Overview screen, choose New Entries, make the following entries and save: 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. Now the purchase group is assigned to plant BP02, Transportation planning point BP01 and shipment cost type 0001.

4.16 Shipment Cost Settlement – Automatic GL Account Determination Use When the transportation cost is settled in shipment cost document, the amount should be recorded to G/L account automatically instead of manually, this step is define the settings for this purpose.

Procedure 1. Access the activity using one of the following navigation options: SPRO

OMWB

IMG Menu

Logistics Execution → Transportation → Shipment Costs → Settlement → Automatic G/L Account Determination

2. On the Automatic Posting screen, choose Account Assignment. 3. Select transaction GBB- Offsetting entry for inventory posting, and choose Choose. 4. Enter 0010 in field Chart of account, and then choose Enter. 5. On the Maintain FI Configuration: Automatic Posting - Accounts screen, choose New Entries.

SAP Best Practices

G82 - Transportation Management: Configuration Guide

6. Make the following entries: Valuation Modif. General Modification

Valuation Class

Debit

Credit

0001

3200

610020

610020

VBR

7. Choose Save.

4.17 Shipment Cost Settlement – Automatic Determination of CO Assignments Use When the transportation cost is settled in shipment cost document, the cost, on one hand, post to FI for booking the amount, on the other hand, the cost should be post to a certain cost collector like cost center for internal order for controlling purpose, in this building block, we post the transportation cost to a cost center.

Procedure 1. Access the activity using one of the following navigation options: Transaction Code

OKB9

IMG Menu

Logistics Execution → Transportation → Shipment Costs → Settlement → Automatic Determination of CO Assignments

2. On the Change View "Default Account Assignment": Overview screen, choose New Entries. 3. Make the following entries: CoCd Cost elem. BP01 610020

BarIn

Cost Ctr

Order

PrfSeg

Profit Ctr

Acct assignment detail

1602

4. Choose Save.

Result Now the cost of transportation can be posted to cost center 1602.

4.18 Maintain Shipping Point Address Use The shipment cost is calculated based on tariff zones, therefore, you must be sure that the shipping point has the postcode and country maintained.

Procedure 1. Access the activity using one of the following navigation options: Transaction Code

SPRO

SAP Best Practices

G82 - Transportation Management: Configuration Guide

IMG Menu

Enterprise Structure→Definition -->Logistics Execution →Define, copy, delete, check shipping point

2. On the dialog box that appears, choose Define shipping point. 3. Choose shipping point BP02, and then choose Detail. 4. On the detail screen, choose Goto →Address, and make the following entries in the area Street address: Field

Value

Postal code 94304 Country

US

5. Extend the area Street address by choosing More fields.Check, whether the Transportation zone 0000000002 has been maintained.If the Transportation zone has not been maintained, enter the above mentioned zone in the field Transportation zone. 6. Enter (copy). 7. Save the entry.

5 Master Data 5.1 Check GL Account Setting Use The shipment invoice will be posted to certain G/L accounts. These accounts need to be tax-relevant. Therefore, the tax category should be either ‘-‘ or ‘*’.

Procedure 1. Access the activity using one of the following navigation options: SAP Menu

Accounting → Financial Accounting → General Ledger → Master Records → Individual Processing → Centrally

Transaction Code

FS00

2. On the Edit screen, make the following entries: Field

Value

G/L Account No. 610020 Company Code

BP01

3. Choose Change and go to the Control Data tab page. 4. Check if the Tax category is set to either ‘-‘ or ‘*’. If neither of these are set, set it to ‘*’. 5. Save the entry. 6. Following message appears: Data saved.

SAP Best Practices

G82 - Transportation Management: Configuration Guide

5.2 Create Transportation Condition Record Use A transportation condition record is the combination of the forwarding agency and condition type. In the record, 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. SAP support-scaled pricing and multi-factor pricing prefer to consider both weight and distance. In this case, weight is used to calculate a fixed starting point and end point.

Procedure 1. Access the activity using one of the following navigation options:

2.

SAP Menu

Logistics → Logistic Execution → Master Data → Transportation → Shipment Cost → Prices → Create

Transaction Code

TK11

On the Create Condition Records screen, make the following entries: Field

Value

Condition type FB00 3. Choose key combination, in the pop up window, select Service agent/Tariff zone dep./Tariff zone target 4. On the Create Freight class/ Weight condition (FB00: Fast entry) screen, make the following entries: Field

Value

Service agent

C7010

Tf zone point of dep YG0001 TfZDt

YG0002

Amount

2

Unit

USD

Per

1

Uom

LB

Calculation type

D

Valid from

Todays date

Valid to

30/12/9999

5. Choose Save.

5.3 Check Route Definition Use The purpose of this activity is to check the Settings in Route Definition in IMG.

SAP Best Practices

G82 - Transportation Management: Configuration Guide

Procedure 1. Access the activity using one of the following navigation options: Transaction Code

0VTC

IMG Menu

Logistics Execution →Shipping →Basic Shipping Functions →Routes →Define Routes →Define Routes and Stages

2. Select Route 000021 - South-north Route and choose in the left window Route Stages. 3. You might find, that there are invalid entries for the stages of this route. Some of the Departure Points and Destination Points entered for some stages do not exist. You can use the selection list (choose F4) for each Departure and Destination Point of the stages to display the valid possible entries. If the Destination or Departure Point given in the stage does not exist in the selection list the stage is invalid and can therefore be deleted. 4. Delete the stage (the whole line) of the route, which contains either invalid destination or departure points. 5. Choose Save.