3 Replies Latest reply: Feb 29, 2012 11:09 AM by VijayaSateeshKumar Kandula RSS

the step by step configuration guide for Shipping, Transportation & Shipmen

Maith rayan
Currently Being Moderated

Hi Gurus,


Does anybody have the step by step configuration guide for Shipping, Transportation & Shipment Cost Calculation.My email id maithrayan@hotmail.com,maithrayan@gmail.com


Thanks in advance






  • Re: the step by step configuration guide for Shipping, Transportation & Shipmen
    narendran vajravelu
    Currently Being Moderated

    hi Maith


    Step: 1


    Maintain Purchase Organization


    Path: Spro—Enterprise Structure—Definition—Materials Management—Maintain Purchasing Organization.


    Step: 2


    Create Purchasing Group


    Path: Spro—Materials Management—Purchasing—Create Purchasing Group.



    Step: 3


    Maintain Transportation Planning Point to Company Code.


    Path: Spro—Enterprise Structure—Definition—Logistics Execution—Maintain Transportation Planning Point


    Step: 3A


    Assign Transportation planning point to company code.


    Step: 4


    Assign Purchasing Organization to Company Code.


    Path: Spro—Enterprise Structure—Assignment—Materials management—Assign Purchasing Organization to Company Code.


    Step: 5


    Assign Purchasing Organization to Plant.


    Path: Spro—Enterprise Structure—Assignment—Materials management-- Assign Purchasing Organization to Plant


    Step: 6


    Create Vendor Account Group


    Path: Img—Financial Accounting—Accounts Receivables and Accounts Payables—Customer Accounts—Vendor Accounts—Master Data—Preparations for Creating Vendor Master Data--Define Account Group


    Step: 8


    Create Vendor


    T-Code: XK01



    Step: 9


    Define Modes of Transport


    Path: Spro—Logistics Execution—Transportation—Basic Transportation Function---Routes—Define Routes—Define Modes of Transport.




    Step: 9A


    Define Shipping Types


    Path: Under the Same Menu path---Define Shipping Types


    Select New Entries and Assign the Shipping Type (e.g. Road or Train) and Assign Mode of Transport (Mdtr) and Assign Shipping type Procedure group.



    Step: 9B


    Define Transportation Connection Point


    Path: Under the Same Menu path--- Define Transportation Connection Point.


    Step: 9C


    Define Routes and Stages.


    Path: Under the Same Menu path--- Define Routes and Stages.


    Select the New Entries and Enter the Details


    Then Select the Routes stages and define


    Step: 9D


    Maintain Stages for all Routes.


    Path: Under the Same Menu path---Maintain Stages for all Routes.



    Step: 10




    Define Transportation Zone


    Path: Spro—Logistics Execution—Transportation—Basic Transportation Function---Routes—Route Determination—Define Transportation Zone.



    Step: 10A


    Maintain County and Transportation Zone for Shipping Point.


    Path: Under the Same Menu path--- Maintain County and Transportation Zone for Shipping Point.


    Select the Shipping point and enter the Country and Transportation Zone


    Step: 10B


    Define Transportation Groups.


    Path: Under the Same Menu path---Define Transportation Groups


    step: 10D


    Maintain Route Determination


    Path: Under the Same Menu path--Maintain Route Determination.


    Select New Entries and Define the Route Determination.




    Path: Spro—Logistics Execution—Transportation—Basic Transportation Function—Shipments


    Step: 11


    Define Shipment Types


    Path: Spro—Logistics Execution—Transportation—Basic Transportation Function—Shipments—Define Shipment Types.


    Select the New Entries and define Shipment Type



    Step: 12


    Go to Customer master data.


    In Address of General data. Enter the Transportation Zone id. and save


    U will get the route.


    If u want in detail with screen shot, provide ur mail id. i will send it to u.


    If u still needed screenshot ask me i will send to ur mail id. I have send the shipmentcost doc. to ur gmail id.


    Reward if it is useful to u.


    Message was edited by:

            narendran vajravelu


    Message was edited by:

            narendran vajravelu

  • Re: the step by step configuration guide for Shipping, Transportation & Shipmen
    Currently Being Moderated


    Visit help.sap.com-best practices...and find G/82...ITS std confign procedure by SAP..






  • Re: the step by step configuration guide for Shipping, Transportation & Shipmen
    VijayaSateeshKumar Kandula
    Currently Being Moderated

    Hi Maith,




    Shipping is an important part of the logistics chain in which guaranteed customer service and distribution planning support play major roles.

    In shipping processing, all delivery procedure decisions can be made at the start of the process by

    Taking into account general business agreements with your customer

    Recording special material requests

    Defining shipping conditions in the sales order

    , the outbound delivery supports all shipping activities including picking, packing, transportation and goods issue. During the outbound delivery process, shipping-planning information is recorded, status of shipping activities is monitored and data accumulated during shipping processing is documented. When the outbound delivery is created, the shipping activities, such as picking or delivery scheduling, are initiated, and data that is generated during shipping processing is included in the delivery.


    Range of Functions


    An outbound delivery can be created as follows:


    With reference to a sales order

    With reference to a stock transport order

    With reference to a subcontract order

    With reference to a project

    Without any reference

    Depending on your requirements, you can create outbound deliveries automatically using worklists, or manually. You can make agreements with your customers for complete and partial deliveries and for order combinations. Outbound deliveries can be combined to form a single group of deliveries.

    As soon as the material availability date or the transportation scheduling date for a schedule line is reached, the schedule line becomes due for shipping. When you create an outbound deliver, you initiate shipping activities such as picking and transportation scheduling.


    A delivery is processed through one shipping point. Which shipping point carries out the processing for a delivery can be determined automatically during order processing or you can specify it manually in the order.

    The system carries out the following activities when an outbound delivery is created:


    Checks the order and materials to make sure the outbound delivery is possible (for example, it checks for delivery blocks or incompleteness)

    Determines the delivery quantity of an item and checks the availability of the material

    Calculates the weight and volume of the delivery

    Calculates work expenditure

    Packs the outbound delivery according to the reference order

    Checks the delivery situation of the order and any partial delivery agreements

    Redetermines the route

    Adds information relevant for export

    Checks delivery scheduling and changes deadlines (if necessary)

    Assigns a picking location

    Carries out batch determination (if material is to be handled in batches)

    Creates an inspection lot if the material must pass a quality check

    Updates sales order data and changes order status

    A shipping point can be determined for each order item. How the shipping point is determined depends on three factors:

    The shipping conditions from the customer master record (Shipping screen)

    For example, it might have been agreed with the customer that the goods are to be delivered as soon as possible.

    The loading group from the material master record (Sales/Plant Data screen)

    You could, for example, specify a loading group that defines that the goods must always be loaded with a crane or a forklift.

    The delivering plant

    A route can be determined for every order item. Determining the route in the sales order depends on the following factors:


    Country and departure zone of the shipping point

    Shipping condition from the sales order

    For example, it might have been agreed with the customer that the goods are to be delivered as soon as possible.

    Transportation group from the material master record (Sales/Plant Data screen)

    You can use the transportation group to group together goods with the same characteristics (for example, bulky goods or goods that must be transported in refrigerated trucks).

    Country and transportation zone of the ship-to party (Control screen in the customer master record)

    You can create a single outbound delivery for exactly one order, if you know the order number. Only the order items from this order that are due for shipment will be included in the delivery. You can make changes to the shipping data, if necessary.




    To create an individual outbound delivery, proceed as follows:


    From shipping, choose Outbound Delivery ® Create ® Single Document ® With Reference to Sales Order.

    The initial screen for creating outbound deliveries appears.


    Enter the appropriate shipping point.

    Specify the selection date.

    You can only deliver schedule lines whose material availability date or transportation scheduling date is the same as or falls before the selection date.


    The current date is proposed by the system as the selection date.


    If you only want to deliver some of the order items, specify the appropriate item numbers in the from item and to item fields.

    Select Enter.




    In Std. SAP shipping is the delivery unit, in which the goods are ready to ship to the customers. (In simple word - start of the route). Another related things are


    a. plant - is a place where the goods are manufacture or stored.

    b. storage location- where the goods are kept, it is with in the plant.

    c. shipping point can be many to the plant. but delivery will happen at one shipping point(i.e delivery can happen at one shipping point)


    pl. follow this steps for customization.




    2. Define the loading point on the same menu- b'coz it is required, for to determine from where the goods are loading, the place should determine.


    3. Assign it to your plant. (Under same menu but in the assignment).


    4. If you want to determine the shipping point in the SAP, u follow this steps.




    B.define loading groups under the same menu.


    C. assign it to plant and shipping point.


    Ex- shipping condition + plant + Loading group+ shipping point + manual shipping point.


    D. then u create the order and check, whether the shipping point is determined or not.




    Shipment cost in shipping contains create the shipment cost doc., process the shipment, monitor the shipment, calculate the shipment and settle the shipment.


    Shipment cost doc. contains calculate the shipment, assign to accounting, transfer to FI and settle the shipment cost.


    Shipment cost doc. divided into header, item and sub item data.


    We need to assign transportation planning point to com. code to calculate and settle the shipment cost.


    1. Define date rules:- In this IMG activity you define the date rules that determine which dates are chosen for determining the pricing date and the settlement date and the sequence in which they are accessed. The dates can be, for example, the end of transportation planning or the start of lading.

    2. Define and assign tariff zones:-In this IMG activity, you define the tariff zones and assign postal code areas to the tariff zones for each organizational key. The tariff zones are represent geographical influencing factors during the calculation of shipment costs.

    3. Define no. ranges for shipment cost:-In this IMG activity you define the number interval for the shipment cost documents. When creating a shipment cost document, a unique number is generated. The number comes from the number range that you create in this menu point as the internal number range.

    You can also create an external number range. The option to specify a number from the external number range when creating the shipment cost document is, however, not currently supported.

    4. Shipcost types and item cat.:-In this IMG activity, you define the shipment cost types and item categories that contain all important control features for the shipment cost document, such as:

    Number range

    Status requirements for the shipment documents

    Parameters for shipment costing

    Parameters for shipment settlement

    5.shipcost relevance and default for shipcost types:-In this IMG activity you assign the shipment cost types to the shipment types and set an indicator to show whether the cost type is relevant to shipment costing. You do this for every cost type in every shipment type. .


    For the 'individual shipment' shipment type, you set the indicator for the cost types shipment header and leg, but not for the cost types border crossing or load transfer point. You also assign a shipment cost type to the shipment type. When you create a shipment cost document, this shipment cost type is determined automatically.

    6. Settlement:-

    Certain control elements must be maintained for calculating shipment costs with the transportation service agent and for forwarding of shipment costs to FI and CO.

    you can maintain these control elements and carry out the corresponding assignments.


    -- Assign purchasing data

    --maintain acc. assignment cat.

    --automatic G/L acc. determination

    --automatic determination of CO assignments

    --invoices and credit memos




    1) Create the transportation planning point for the company codes.

    2) Maintain transp. relevance for the dly doc. type, item cat and routes

    3) Define the shipment types

    4) Define the shipment cost types

    5) Define shipment cost item categories and assign

    6) Define shipment cost relevance

    7) Maintain pricing

    8) Assign purchasing data

    9) OBYC

    10) OKB9


    Please Fallow Below steps.


    Step1: T.Code: VL01N: Just Create Delivery Note here. Do not do the Picking and Packing.

    (This is Client Specific)


    Step 2: T.Code: VT01N: Create Shipment.

    Here mention your Transportation Point and Shipment Type you Configured for this and Click on deliveries ICON.


    GO to W.ref to


    Outbound Delivery : Give your Delivery Number that you created earlier for this shipment and F8( Excute)


    Then Select the Delivery and Click on OverView


    Here Click on Planning then automatically Route( If route determination is done) and Vendor Number get generated and Save the Data.


    Step.3: T.Code: VL02N: Change Delivery.Here give the Delivery no and


    Do picking, Packing (If necessary) and PGI.



    Please Rewar If Really Helpful,


    Thanks and Regards,