4 Replies Latest reply: Oct 26, 2010 8:48 AM by Sunil Srinivasan RSS

Settling shipment cost in SAP SD

Sunil Srinivasan
Currently Being Moderated

Hi

 

In my current project when I  create shipment cost document ,while transferring it to accounts an PO is generated automatically against the forwarding agent

 

The  client wants that no PO should be generated and cost should be transferred directly in accounts in relevant GL's

 

I have removed the configuration of automatic PO creation in Shipment  Item categories.But it gives me error PO not generated and hence i cannot transfer the cost to account's

 

Can u please suggest me are there any other settings required in MM ,SD and FI  to achieve what the  client wants

 

Thanks and Regards

Sunil Srinivasan

  • Re: Settling shipment cost in SAP SD
    Lakshmipathi G
    Currently Being Moderated

    Ideally before creating shipment cost, a PO should have been created on that vendor and against this PO only, when you create shipment cost document, this PO number will flow under the tab "Ref.doc.no.".

     

    I dont think, without PO you can generate a shipment cost.

     

    thanks

    G. Lakshmipathi

  • Re: Settling shipment cost in SAP SD
    Balaji Timmampalli Achari
    Currently Being Moderated

    HI,

     

    . The shipment cost refers to the transportation cost that involved to deliver the goods to the customer from the dispatch point through the transport or carrier. 2, The main functionality of the shipment cost document is to calculate the shipping cost based on the shippment documents. 3. In the shipppment document we have details about service agent (Transporter),Route of the shippment ,Distance of the shippment. Based on above detail the shipment cost will be calculated in the shippment cost ducoment. 4. The shipment cost document integrated with finance, when you create shipment cost document and save it the value of the shipment cost will transfer to accounting as well as cost centers based on the configuration. 5.In shipment cost document there check box called "Transfer" if you check that automatically PO will be generated based on the PO Entry sheet will be generated, based on that entry sheet the account people will settle the amount to the transporter or carrier. 1) Maintain transportation planning point through Menu as follows: Maintain transportation planning point. Logistic Execution  Definition Enterprise Structure IMG Create your own like BP01 enter the general data¡¯s required 2) Defining modes of transport : Define modes of transportDefine routes Routes Basic Transportation Functions  Transportation  Logistic ExecutionIMG Use the standard like: Shipping type: 01 Description: Road 3) Define shipping types : Define shipping types Route  Basic Transportation Functions  Transportation Logistic ExecutionIMG Or through T-code: SM30 PT: 01 Description: Truck Mdtr: 01 STPG: 0001 4) Define transportation connecting point : Basic Transportation Transportation Logistic ExecutionIMG Define transportation connectionDefine routes Routes Functions points Copy the std point and make it FB01 as departure zone and FB02 as destination zone 5) Define routes and stages. Define routes and stages Define routes Routes  Basic Transportation Functions  Transportation  Logistic Execution IMG Use the standard route and copy it as FB0001 and enter the departure zone and destination as what we created. 6) Defining Transportation Zone: Basic Transportation Transportation Logistic Execution IMG Define transportation zones Router determination  Route Functions Use the standard transportation zone depending on the route so as for the exmple use 0000000003 - Southern Region 7)Maintain country or transportation zone for shipping points Basic Transportation Transportation  Logistic Execution IMG Maintain country and Route determination  Route Functions transportation zone for shipping point Shipping point be ASH1 and route as 0000000003 which is assigned to country India 8) Maintain route determination : Basic Transportation Transportation  Logistic Execution IMG Maintain route determination Route determination  Route Functions Country of departure: India Departure Zone: 0000000003 Country of destination: India Destination Zone: 0000000003 And enter the datas needed like shipping condition 01, etc. Maintain Transportation relevance for shipping point, sales document type and delivery types. 9) Now create shipping types Define shipment types Shipments  Transportation  Logistic Execution IMG Copy the standard 0001 and make it to AFIL 10) Define and assign traffic zones through T-Code: T_76 (or) thru menu as follows Define and assign tariff zones Basic functions  Shipments cost  Transportation  Logistic Execution IMG Copy the standard and make it to FABTARIFF and assign our transportation planning point as ATP1, ATP2 assign tariff zone to every particular transportation planning point 11) Define and assign pricing procedures define and assign pricing procedures Price control  Pricing  Shipments cost  Transportation  Logistic Execution IMG Copy the standard shipping cost pricing procedure SDFC00 to FBSC01 12) Assign purchasing data: Assign purchasing data Settlement  Shipments cost  Transportation  Logistic Execution IMG 13) Assign transportation planning point to shipping condition, purchase organization, purchasing group and to plants. 14) Define Automatic G/L account determination: Automatic G/L Account Determination Settlement  Shipment Costs  Transportation  Logistics Execution IMG Or through T-code: OMWB Use G/L account 614000 as used in standard 15) Automatic determination of CO assignments: Automatic Determination of CO Assignments Settlement  Shipment Costs  Transportation  Logistics Execution IMG Or T-code: OKB9 16) Maintain shipping point address. Define, copy, delete, check shipping point Logistics Execution  Definition Enterprise Structure 17) Creating G/L account centrally.  Master Records  General Ledger  Financial Accounting Accounting CentrallyIndividual Processing Or through T-Code: FS00 18) Enter the G/L account 614000 to the company code AFIL 19) Create transportation condition records: create Prices  Shipment cost  Transportation  Master data Logistic Execution Or thru T-code: TK11 Enter condition type FB00 that is freight condition type, which is used as standard in the shipping cost pricing procedure. Enter the price and save it Process: 1. The system determines the pricing procedure for the shipment cost item using transportation planning point, service agent and shipment cost item category 2. Calculation Basis 3. Condition Record 4. Access sequence. For the sales order, create a delivery using VL01N and pick the goods. Now create a shipment using VT01N and assign the delivery to the shipment document. Make sure to enter the carrier and other details before performing the transportation planning and execution. Save the shipment document and PGI for the delivery would be done automatically. A shipment represents a physical goods movement between two or more locations. For the system to create a shipment, shipping-relevant deliveries must exist. You use Transportation Planning to group pending deliveries into shipments and then to perform the shipments. The outbound delivery documents contain routes that the system calculates in route determination, and a transportation planning date for the delivery. Dynamic transportation planning is responsible for grouping together outbound deliveries into shipments that have at least the same route, visit plan type and the same transportation planning date. The following restrictions can be taken into account for a shipment in Dynamic Transportation Planning: • Weight • Volume • Variable capacity • Number of stops • Maximum duration • Loading units Create Shipment Document Use After the status of the delivery is open for transportation planning, it is possible to create a shipment document to schedule the transportation. Logistics Logistic Execution  Transportation Transportation Planning  Create Single document T.code: VT01n Enter your transportation planning point and shipment type. Press enter. Creating the shipment cost document Use After the deliveries are scheduled by shipment and the shipment is executed, now it is time to maintain and close the shipment document in order to record all relative information and ready for the shipment cost settlement. Logistics Logistic Execution  Transportation Shipment cost  Create Single document T.code: VI01. After creation of shipment cost doc. You settle the Shipment cost. Go to VI02, enter shipment cost no.and press enter. Then go to Overview -- Fright cost items, Select hte line item and double click it. Go as main menu: Itme --> Acc. assignment, You enter G/L acc. and cost center to which the transportation cost will be posted. On the Standard change, details – Freight cost items screen, then check the check box “Transfer”, which means you will transfer the relative transportation cost to FI/CO, in this case, the system should determined which Purchase Order will used to settle the cost, so after you check the “Transfer” check box. Press save button on the current screen. Shipment cost settlement and documents: Use After the shipment cost settled in shipment cost document, it has the following affects: It creates a service entry sheet that refers to the purchase order determined. It posts acceptance of services performed. It creates an accounting document for the accruals. Further subsequent documents are created in FI. Create Delivery: T.code: Vl01n Create TO: T.code: LT03 Create Shipment Document Use After the status of the delivery is open for transportation planning, it is possible to create a shipment document to schedule the transportation. Logistics Logistic Execution  Transportation Transportation Planning  Create Single document T.code: VT01n Enter your transportation planning point and shipment type. Press enter. Creating the shipment cost document Use After the deliveries are scheduled by shipment and the shipment is executed, now it is time to maintain and close the shipment document in order to record all relative information and ready for the shipment cost settlement. Logistics Logistic Execution  Transportation Shipment cost  Create Single document T.code: VI01. After creation of shipment cost doc. You settle the Shipment cost. Go to VI02, enter shipment cost no.and press enter. Then go to Overview -- Fright cost items, Select hte line item and double click it. Go as main menu: Itme --> Acc. assignment, You enter G/L acc. and cost center to which the transportation cost will be posted. On the Standard change, details – Freight cost items screen, then check the check box “Transfer”, which means you will transfer the relative transportation cost to FI/CO, in this case, the system should determined which Purchase Order will used to settle the cost, so after you check the “Transfer” check box. Press save button on the current screen. Shipment cost settlement and documents: Use After the shipment cost settled in shipment cost document, it has the following affects: It creates a service entry sheet that refers to the purchase order determined. It posts acceptance of services performed. It creates an accounting document for the accruals. Further subsequent documents are created in FI. Generally process is- 1) VL01N 2) VT01 3) VL02N - PGI 4) VI01 5) ML81N – Service Entry Sheet 6) MIRO – Invoice Verification Shipping docs (VT01) are created before PGI... You cannot carry out transportation planning or creation of shipment after the goods issue has been executed. Once goods issue is done it means that the material has left your premises so there is no need for a transportation planning after it. In case you need carry out the shipment documents at the end of the day you could just create the delivery documents during the day and at end of the day create the shipment documents and the goods issue.

     

    you cannot raise shipment cost document with out PO.

     

    regards,

    balajia

     

  • Re: Settling shipment cost in SAP SD
    Balaji Timmampalli Achari
    Currently Being Moderated

    hi,

     

    please go through this documentation which is very helpful:

     

    SAP TMS (transportation Management System) helps as below

     

    With the SAP Transportation Management System, you can consolidate orders and optimize shipments across your company to maximize return on transportation costs. You can share information and combine orders directly with carriers and forwarders over the Internet, so you can integrate business partners into your company's processes and maintain control of plans.

     

    Transportation management planning capabilities helps to optimize shipments, assign carriers to shipments, and tender shipments to assigned carriers. You can consolidate orders and optimize shipments from a centralized location or distributed business units. And you can select carriers, calculate freight costs, settle shipment costs, and print documents. For international shipping, you can use denied-party and embargo lists.

     

    Transportation management helps you calculate and settle freight costs based on actual shipments and current freight rates, and use this information to verify invoices sent from carriers or from self-billing transportation service providers.

     

    SAP ERP Sales and Distribution (SAP SD)

     

    http://help.sap.com/saphelp_46c/helpdata/en/93/743d08546011d1a7020000e829fd11/frameset.htm

     

    http://help.sap.com/saphelp_46c/helpdata/en/34/60b1e9ae724effe10000009b38f91f/frameset.htm

     

    regards,

    balajia

  • Re: Settling shipment cost in SAP SD
    Sunil Srinivasan
    Currently Being Moderated

    Hi

     

    Thank u for your replies

     

    One thing I have understood is that u cannot settle cost without PO

     

    Now I am facing another issue .After making the settings in Shipment cost item categories for auto PO generation and making relevant changes in vendor master  for auto PO creation during the shipment cost creation PO is not being generated .

     

    Is there any other setting required in SD or MM  for the generation of automatic PO

     

    Thanks

    Sunil Srinivasan

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