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