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 # G80 Description 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. 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. To carry out the activity, choose one of the following navigation options: SAP Menu Path Transaction Code 2. Logistics Sales & Distribution Master Data Business Partners Customer Create Sales & Distribution VD01 Creating Customer Master Data

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. Creating Vendor Master Data

Use

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. To carry out the activity, choose one of the following navigation options: SAP Menu Path Transaction Code 2. Logistics Material Management Purchasing Master Data Vendor Central Create 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. Access the activity using one of the following navigation options: SAP Menu Path Transaction Code 2. Logistics Sales and Distribution Master Data Conditions Create 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. Access the activity using one of the following navigation options: Transaction Code IMG Menu 2. 3. Field Transportation Planning Point Description Company code 4. SPRO 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: Value BP01 Transp. BP01 (comm.) BP01

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: Value Company Transportation planning point BP01 DE English 2. Defining Modes of Transportation

Field Title Name Country Language

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 Transaction Code IMG Logistic Execution Transportation Basic Transportation Functions Routes Define routes Define modes of transport 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 Sh TY Description Value 01 Road

If you find other settings, you can leave these as they are. 3. 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 Transaction Code IMG Logistic Execution Transportation Basic Transportation Functions Route Define shipping types SM30 Defining Shipping Types

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 PT Description Mdtr STPG Value 01 Truck 01 0001

If you find other settings, you can leave these as they are. 4. 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. To carry out the activity, choose one of the following navigation options: IMG Path Transaction Code 2. 3. Choose New Entry. Enter values like this and save: Value 310000 Check this selection Description Frankfurt IMG Logistic Execution Transportation Basic Transportation Functions Routes Define routes Define transportation connection points SPRO Defining Transportation Connecting Points

Field Name Points Load trnsf pnt

4. Choose the Reference shipping point / plant tab, enter values as follows, and save Field Name Shipping point Value BP02

5. Define shipping point 310099 by choosing New and enter values as follows: Field Name Points Load trnsf pnt Value 310099 Check this selection Description Hamburg

6. Choose the Reference Customer/vendor tab, enter the following value, and save Field Name Customer Value C6120

5. Use

Defining Routes and Stages

Define the stages combination with routes, such as how its stages appear. You define the standard route here. Procedure 1. To carry out the activity, choose one of the following navigation options: IMG Path Transaction Code 2. IMG Logistic Execution Transportation Basic Transportation Functions Routes Define routes Define routes and stages SPRO

Check if t route 000021 already exists. If not, create it as a new entry as follows : Field Name Route Description Value 000021 South-north Route Comments

3. 4.

Choose the Routes Stages folder, then choose Add new entry. Enter the values like this and save: Value 310000 310099 C7010 500 km Direct leg 01 truck Transportation Mark this check box Be sure this check box is select. Comments

Field Name Dep. Point Dst. Point Service agent Distance Leg indicator Shipping type Stage category Shipment cost relevant 5. Save the changes and exit. 6. Use

Checking Transportation Zones

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 shippers (vendor) regions. Procedure 1. To carry out the activity, choose one of the following navigation options: IMG Path Transaction Code 2. City DE IMG Logistic Execution Transportation Basic Transportation Functions Route Router determination Define transportation zones SPRO

Here you use the standard transportation zone, so just check if this entry exists: Transportation zone 0000000001 Description 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. 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. 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 SPRO Maintaining Country / Transportation Zone for Shipping Point s

Transaction Code 2.

Check if the following entry exists. If not, create it as follows: Shipping point BP02 Country DE Zone 0000000002

3.

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. To carry out the activity, choose one of the following navigation options: IMG Path Transaction Code 2. IMG Logistic Execution Transportation Basic Transportation Functions Route Router determination Maintain router determination SPRO

Check if the following entry exists. If not, create it as follows: Field Name Cdep DepZ DstC RecZ Value DE 0000000002 DE 0000000001 Comments Depature Country Departure Zone Destination Country Receipt Zone

3. 4.

Select this line. Choose router determination without weighing group (order). Check if the following entry exists. If not, create it as follows:

Field Name SC TGroup Proposed route 5. Save your changes. 9. Use

Value 01 0001 000021

Comments Shipping Condition Transportation Group

Maintaining Transportation Relevance

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. To carry out the activity, choose one of the following navigation options: IMG Path Transaction Code 2. IMG Logistic Execution Transportation Shipments Maintain transportation relevance 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 Del type Value LF Relevant for transport Check the box

3.

Choose the line Maintain transportation relevance for delivery item types and check if the following entries are maintained. If not, maintain them, save your changes, and go back: Value TAN YG05 Relevant for transport Check the box Check the box

Field Name Item category Item category 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: Value 000021 Save and exit. 10. Defining Shipment Types Relevant for transport Check the box

Field Name Route 5.

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. To carry out the activity, choose one of the following navigation options: IMG Path Transaction Code 2. IMG Logistic Execution Transportation Shipments Define shipment types SPRO

Choose the line 0001(Indiv.Shipmt Road) ,check the values, and do not make any changes. Field Name Value Shipping type Process control 01 Individual shipment using one mode of transport Comments

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. To carry out the activity, choose one of the following navigation options: IMG Path Transaction Code 2. IMG Logistic Execution Transportation Shipments cost Basic functions Define and assign tariff zones T_76

Choose New Entry and enter values as follows: Field Name Tariff zone Tariff zone Value YG0001 YG0002 Description Frankfurt Hamburg

3. 4. 5.

Save and exit. Select the line just created and choose the folder Define organization key for tariff zone assignment. Enter value as follows: Value BP01 C7010 01 DE Comments

Field Name TransportPlanningPt Service agent Shipping type Country key 5.

Select the newly -created tariff zones,choose Assign tariff zone to organization key and post code new entry, and enter values as follows: Post code Tariff Zone

Post code

60311 20054 6.

68789 22769 Save the changes and exit. 12. Defining and Assigning Pricing Procedures

YG0001 YG0002

Use The settings of pricing and procedures will determine how the costs of transportation are calculated. Procedure 1. To carry out the activity, choose one of the following navigation options: IMG Path Transaction Code 2. 3. 4. 5. 4. 5. 6. 7. IMG Logistic Execution Transportation Shipments cost Pricing Price control define and assign pricing procedures SPRO

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. 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: Value 0001 0001 YGFC00 Comments

Field Name It.Det.Group SA group Shp Typ Group CstgSheet 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. To carry out the activity, choose one of the following navigation options: IMG Path Transaction Code 2. IMG Logistic Execution Transportation Shipments cost Settlement Assign purchasing data SPRO

Choose New entry and enter values as follows: Field Name TPpt Value BP01 Comments Transportation planning point

SCty POrg PGrp Plant 3.

0001 BP01 YG1 BP02

Shipment cost type Purchasing organization Purchasing group

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. To carry out the activity, choose one of the following navigation options: IMG Path Transaction Code 2. 3. 4. 5. 6. IMG Logistics Execution Transportation Shipment Costs Settlement Automatic G/L Account Determination 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. General Modification VBR Valuation Class 3200 Debit 614000 Credit 614000

Valuation Modif. 0001 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. To carry out the activity, choose one of the following navigation options: IMG Path Transaction Code 2. 3. CoCd BP01 4. Select New entries. Make the following entry. Cost elem. 614000 BarIn Cost Ctr 1602 Order PrfSeg Profit Ctr Acct assignment detail IMG Logistics Execution Transportation Shipment Costs Settlement Automatic Determination of CO Assignments OKB9

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

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. To carry out the activity, choose one of the following navigation options: IMG Path Transaction Code 2. 3. 4. Field Country Postal code 5. 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. To carry out the activity, choose one of the following navigation options: SAP Menu Path Transaction Code 2. Field G/L Account No. Company Code 3. 4. 5. Accounting Financial Accounting General Ledger Master Records Individual Processing Centrally FS00 Enterprise Structure Definition Logistics Execution Define, copy, delete, check shipping point 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: Value DE 68789

On the Edit screen, enter values as follows: Value 614000 BP01

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. To carry out the activity, choose one of the following navigation options: SAP Menu Path Transaction Code 2. Field Condition type 3. 4. Field Service agent Tf zone point of dep TfZDt Amount Unit Per Uom Calculation type Valid from Valid to 5. Save your changes. Enter values as follows: Value FB00 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: Value C7010 YG0001 YG0002 2 EUR 1 KG D Todays date 30/12/9999 Logistics Logistic Execution Master data Transportation Shipment cost Prices create TK11