G82 BB Config Guide en US

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SAP ECC 6.00

December 2006

English

Transportation

Management (G82)

SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany

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Copyright

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Icon Meaning Caution Example Note Recommendation Syntax

Typographic Conventions

Type Style Description

Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.

Cross-references to other documentation.

Example text Emphasized words or phrases in body text, titles of graphics and tables. EXAMPLE TEXT Names of elements in the system. These include report names, program

names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.

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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

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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

enter behind the post code Palo Alto

Country US

Region CA

Time zone PST

Jurisdict. Code CA0000000 5. Choose Next screen (F8).

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

Field Value

Recon. account 211000

Sort key 014

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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

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.

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Procedure

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

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

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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

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

Transaction Code OVTC

IMG Menu IMG → Logistic Execution → Transportation → Basic

Transportation Functions → Routes → Define Routes → Define Routes and Stages

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

Field Name Value Comments

Route 000021

Description South-north Route

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

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 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

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.

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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

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 US US00060000

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

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:

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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

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 LF Selected

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 000021 Selected

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.

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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

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.

Shipping type 01

Process control Individual shipment using one mode of transport

Leg indicator Direct leg Adapt router Adopt all stages

Pick check Shipment completion only for full pick The shipment document can not be marked as completions unless the delivery within this shipment should be fully picked

3. Exit without 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

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.

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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

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:

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

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:

TransportPlanningPt BP01 Service agent C7010 Shipping type 01

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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

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.

It.Det.Group 0001 SA group

Shp Typ Group 0001 CstgSheet YGFC00

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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

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

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.

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6. Make the following entries:

Valuation Modif. General Modification Valuation Class Debit Credit

0001 VBR 3200 610020 610020

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

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. BarIn Cost Ctr Order PrfSeg Profit Ctr Acct assignment detail

BP01 610020 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

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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

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.

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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

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

Transaction Code TK11

2. 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

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Procedure

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.

G82 BB Config Guide en US

SAP ECC 6.00

December 2006

English

Transportation

Management (G82)

Copyright

Icons

Typographic Conventions

Contents

G82 - Transportation Management

1 Purpose

2 Preparation

2.1 Prerequisites

3 Master Data

3.1 Create Vendor Master Data

Use

Procedure

4 Customizing

4.1 Maintain Transportation Planning Point

Use

Procedure

4.2 Define Modes of Transport

Use

Procedure

4.3 Define Shipping Types

Use

Procedure

4.4 Define Transportation Connecting Points

Procedure

4.5 Define Routes and Stages

Use

Procedure

4.6 Check Transportation Zones

Use

Procedure

4.7 Maintain Country and Transportation Zone for Shipping

Point

Use

Procedure

4.8 Maintain Route Determination

Use

Procedure

4.9 Maintain Transportation Relevance

Use

Procedure

4.10 Define Shipment Types

Use

Procedure

4.11 Define Tariff Zones

Use

Procedure

4.12 Assign Tariff Zones 1

Use

Procedure

4.13 Assign Tariff Zones 2

Use

Procedure

4.14 Define and Assign Pricing Procedures

Use

Procedure

4.15 Shipment Cost Settlement – Assign Purchasing Data

Use

Procedure

4.16 Shipment Cost Settlement – Automatic GL Account

Determination

Use

Procedure

4.17 Shipment Cost Settlement – Automatic Determination of

CO Assignments

Use

Procedure

Result

4.18 Maintain Shipping Point Address

Use

Procedure

5 Master Data

5.1 Check GL Account Setting

Use

Procedure