SCM611_EN_Col92_FV_Part_A4 (第7页)

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Unit7: ShipmentCostSettlement SCM611

Solution 19: Creating Credit Memos

Task:

After the costs have been transferred, you settle the shipment costs with the

service agent directly, without an invoice. You createa credit memo using the

ERS procedure.

1. In the selection screen, enter your service agent and the purchase order

numberreferredtointheentryofservicesperformed.

Recordthenumberofthecreditmemothatwascreated.

a) Createcredit memousing ERS procedure:

ChooseChooseLogistics →LogisticsExecution →Transportation

→ Shipment Costs → Freight Invoice Check → Logistics Invoice

Verification→AutomaticSettlement→EvaluatedReceiptSettlement

(ERS)

Vendor: T-S11G##

Deselect the Test Run indicator.

Choose Execute

TheCreditMemoNumberisassignedbythesystem.

2. To display the entire process once more, return to the shipment cost

document. Call up the document flow.

Go to the invoice receipt document.

Which accounts were posted to?

___________________________________________________________

Continued on next page

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SCM611 Lesson: Settlement of Costs with the Service Agent

___________________________________________________________

a) Display entire process:

Choose Logistics → Logistics Execution → Transportation →

Shipment Costs → Display

EnterthenumberoftheshipmentcostdocumentthenchooseEnter.

Environment → Document flow

PlacethecursoronInvoicereceiptandchooseDisplaydocument.

The following accounts were postedto:

T-S11G##: Liabilitiestoyourserviceagent

191100: Goods Rcvd/Invoice Rcvd

clearing external procurement

(accruals)

154000: Input tax

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Unit7: ShipmentCostSettlement SCM611

Lesson Summary

You should now be able to:

• Createacreditmemousingthecreditmemoprocedure.

• Manually create an invoice.

• Explaintheprocedureusedifshipmentcostsaretobeconsideredasdelivery

costs

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SCM611 Lesson: Shipment Costs in the Sales Process

Lesson: Shipment Costs in the Sales Process

Lesson Overview

Thislessonintroducestheshipment cost informationoptionsand theshipment

cost transfer to the customer.

Lesson Objectives

After completingthislesson, youwillbeable to:

• Accessshipmentcostinformationinthesalesorder

• Defineshipmentcostinformationandplanningprofiles

• Createacustomer billingdocument and transfer the shipment costsfrom

the shipment cost document

Business Example

Yoursalesemployeesoftenhavetoestimatetheshipmentcostsforaparticular

shipmentassoonastheycreateanorder,eithertogivecustomersinformationor

to compare different transportation options. In most cases, the costsyou want

to settle with the customer are those that the shipment actually incurred. You

therefore transfer the shipment costs from the shipment cost document to the

customer billing document.

Shipment Cost Information in the Order

Figure 99: ShipmentCostInformation in theSales Order

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Unit7: ShipmentCostSettlement SCM611

You often need tospecify theshipment costsintheorder. The“shipping cost

information”functionintheorderallowsyoutodothis.

Thesystemrunsasimulationinthebackgroundtocreateoutbounddeliveriesas

well asshipmentsandshipment cost documents.

Theshipmentcostsarecalculatedfromthe shipmentcostinformationprofile

stored for each sales document type. You can use different variants (planning

profiles)forthis. Thesystemthencalculatestheshipmentcostsindifferentways.

Forexample,youcancomparewhetheraroadorrailshipmentwouldbecheaper.

Figure 100: CostInformation Profile and Planning Profile

YoudefinetheshipmentcostinformationprofileinCustomizing. Itcontains

default values for the transportation planning point, the shipment type and the

shipment cost pricing procedure.

Assignthisshipmentcostprofiletooneormoresalesdocumenttypes.

Youcanalsoassignoneormoretransportationplanningprofilestoashipment

costinformationprofile. Theseplanningprofilesareusedforcreatingshipments

in CollectiveProcessing. Aplanning profiledetermineshowdeliveriesshould

becombinedintoashipmentandwhichdatashouldbeenteredintotheshipment

document.

Ifyoutriggertheshipmentcostcalculationinthesalesdocument,thedatausedin

thesimulatedcombinationofshipmentsisthesameasthedatasavedintheorder

andtherelevantshipmentcostprofile. Ifplanningprofileshavebeenassignedto

theshipmentcostprofile,theirdataisalsousedtocalculateshipmentcostssothat

youcancomparethecostsofdifferentmethodsoftransportation.

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SCM611 Lesson: Shipment Costs in the Sales Process

Settlement of Shipment Costs with the Customer

Figure101: SettlementofShipmentCostswith theCustomer

You can bill the customer for the actual shipment costs based on effective

shipmentcoststhatwerecalculatedwiththeforwardingagentintransportation

andshipmentprocessing. Thefreightcoststhenappearasanadditionalentryin

the customer billing document.

Shipmentcoststhatarecalculatedfromthedeliveryitemsintheshipment cost

document are assigneddirectly totheir corresponding billing document items.

Coststhatarebasedonother factors, forexample, theshipmentcostitems, are

distributedamongthebillingdocumentitemsaccordingtotheproportionalweight

of the delivery items.

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Unit7: ShipmentCostSettlement SCM611

Figure 102: Controlling the Settlementwith the Customer

Tobillthecustomerfortheshipmentcostsinthecustomerbillingdocument,you

must makethefollowingCustomizingsettings:

• Condition types with the same name must be created in the pricing

procedures for shipment cost calculation and billing document pricing.

Theseconditiontypesmustbeindicatedasstatisticalintheshipmentcost

pricingprocedureandasmanualinthepricingdeterminationprocedure.

• Inthegeneralpricingprocedure, youmustactivatetheSpecificprocedure

field. This causes the system to redetermine the condition class as well

as the statistical indicator.

• Youmustalsospecifythepricesourceatitemlevelas“shipmentcosts”in

copyingcontrolforbillingdocuments. Thisensuresthattheconditionsare

copiedfromtheshipmentcostdocumenttothebillingdocument.

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SCM611 Lesson: Shipment Costs in the Sales Process

Exercise 20: Shipment Cost Information

in the Order

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Accessshipmentcostinformationinthesalesorder

Business Example

Customersoftenwanttohavesomeideaofwhattheshipmentcostswillamount

towhentheymaketheirorder. Tomeetthisrequirement,youcanaccessshipment

cost information.

Youcanalsocompareseveral shipment variantsand theirshipmentcosts. The

customer or sales employee can then decide to use the cheapest option, for

example.

Task:

Acustomerplacesanorderwithyouandwouldliketobeinformedinadvanceof

the approximate shipment costs.

1. CreateastandardorderforyourcustomerCompuMaxinFrankfurt:

Order type OR

Sold-to party T-S11A##

PO Number 234##

MaterialandOrderQuantity: T-ATC1, 25 pieces

MaterialandOrderQuantity: T-ATD1, 25 pieces

Save the order.

2. Go to change mode in the above sales order. Call up the shipment cost

information.

Which planning profiles are used?

_________________________________________________________

3. Intheplanningprofile<FROMORDER>,enterserviceagent50999. Then

access the shipment cost information.

Comparethevaluesdeterminedbythedifferentcalculationmethods.

4. Displaythelog. Whichdocumentsweresimulatedinthebackground? Why?

Continued on next page

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Order type	OR
Sold-to party	T-S11A##
PO Number	234##
MaterialandOrderQuantity:	T-ATC1, 25 pieces
MaterialandOrderQuantity:	T-ATD1, 25 pieces

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Unit7: ShipmentCostSettlement SCM611

_________________________________________________________

5. Optional

View the grouping criteria and the data profile for the different planning

profiles andcheck thedocument simulation.

6. Optional

In Customizing, check which shipment cost information profile is saved

for sales document type OR.

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SCM611 Lesson: Shipment Costs in the Sales Process

Solution 20: Shipment Cost Information

in the Order

Task:

Acustomerplacesanorderwithyouandwouldliketobeinformedinadvanceof

the approximate shipment costs.

1. CreateastandardorderforyourcustomerCompuMaxinFrankfurt:

Order type OR

Sold-to party T-S11A##

PO Number 234##

MaterialandOrderQuantity: T-ATC1, 25 pieces

MaterialandOrderQuantity: T-ATD1, 25 pieces

Save the order.

a) Create order:

ChooseLogistics→SalesandDistribution→Sales→Order→Create

Order Type OR

Sold-to party T-S11A##

PO Number 234##

MaterialandOrderQuantity: T-ATC1, 25 pieces

MaterialandOrderQuantity: T-ATD1, 30 pieces

2. Go to change mode in the above sales order. Call up the shipment cost

information.

Which planning profiles are used?

_________________________________________________________

a) Call up shipment cost information:

Logistics→SalesandDistribution→Sales→Order→Change

ChooseExtras→Shipmentcostinformation

<FROMORDER>planningprofiles0001-01and0002-01areused.

3. Intheplanningprofile<FROMORDER>,enterserviceagent50999. Then

access the shipment cost information.

Continued on next page

255

Order type	OR
Sold-to party	T-S11A##
PO Number	234##
MaterialandOrderQuantity:	T-ATC1, 25 pieces
MaterialandOrderQuantity:	T-ATD1, 25 pieces

Order Type	OR
Sold-to party	T-S11A##
PO Number	234##
MaterialandOrderQuantity:	T-ATC1, 25 pieces
MaterialandOrderQuantity:	T-ATD1, 30 pieces

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Unit7: ShipmentCostSettlement SCM611

Comparethevaluesdeterminedbythedifferentcalculationmethods.

a) Execute shipment cost information:

Intheplanningprofile<FROMORDER>,enterserviceagent50999.

Then choose Execute.

Thesystemdeterminesdifferentshipmentcostsforthe3calculation

methods.

4. Displaythelog. Whichdocumentsweresimulatedinthebackground? Why?

_________________________________________________________

a) Display the log:

Choose Log.

Sincetheitemshavedifferentshippingpoints,twooutbounddeliveries

were simulated.

The <FROM ORDER> calculation method creates a shipment

document for each simulated delivery document; in this case, two

shipmentdocumentsandthecorrespondingshipmentcostdocuments

were simulated.

The calculation method 0001-01 also simulates two shipment

documents,sinceaseparateshipmentiscreatedforeachshippingpoint

(grouping criteria); that’s why two shipment cost documents were

created in this case too.

With calculation method 0002-01, the system simulates only one

shipmentdocumentandoneshipmentcostdocument.

5. Optional

View the grouping criteria and the data profile for the different planning

profiles andcheck thedocument simulation.

a) Display groupingcriteriaand dataprofiles:

Clickonthemagnifyingglassattheendofthegroupingcriteriaand

dataprofile fields. Check the settings.

6. Optional

Continued on next page

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SCM611 Lesson: Shipment Costs in the Sales Process

In Customizing, check which shipment cost information profile is saved

for sales document type OR.

a) Customizing:

ChooseIMG:SalesandDistribution→Sales→SalesDocuments→

SalesDocumentHeader→DefineSalesDocumentTypes

Go tothedetailsscreen of order typeOR.

IntheShippingdatablock,youwillseethatthedefinedshipmentcost

information profile is STANDARD.

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Unit7: ShipmentCostSettlement SCM611

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SCM611 Lesson: Shipment Costs in the Sales Process

Exercise 21: Billing Shipment Costs to the

Customer

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Transfertheshipmentcostsfromtheshipmentcostdocumenttothecustomer

billing document

Business Example

You have agreed with some customers to invoice them for the shipment costs

actually incurred.

Inthesecases,youonlycreatethecustomerbillingdocumentwhentheshipment

costsforthisoperationhavebeenfullycalculated. Todistinguishthismethodof

processingfromothermethods,youuseadifferentbillingtype.

Task 1:

Theshipmentcostsfortheoutboundshipmentfrom“TheBasicsofTransportation

Processing”unit(seeline3onthedatasheet)havealreadybeencalculatedfully.

1. Checkthestatusatheaderleveloftheshipmentcostdocument.

Calculated: __________________________________

Assigned: __________________________________

Transferred: __________________________________

2. What are the calculated shipment costs?

_________________________________________________________

3. Branch to the associated shipment document (using the document flow,

for instance). Notethenumber of the outbound delivery involved inthis

shipment.

_________________________________________________________

Continued on next page

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Unit7: ShipmentCostSettlement SCM611

Task 2:

Nowcreatethebillingdocumentfortheoutbounddelivery.

1. Sinceyouwanttocopytheshipmentcostsfromtheshipmentcostdocument

to the billing document, you use billing type ZFK, Invoice with freight,

which has the appropriate settings.

Hint: In the Default data block of the Create billing document

screen,selectInvoicewithfreightintheBillingtypefield.

Entertheoutbounddelivery numberin theDocumentfieldunder

Docs to be processed.

Togotothebillingdocument, chooseExecute.

2. Inthebillingdocument,gototheconditionscreenoftheitem.

Whatistheconditiontypefortheshipmentcostscalled?

_________________________________________________________

Whatamount wassetin thedocument forthis?

_________________________________________________________

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SCM611 Lesson: Shipment Costs in the Sales Process

Solution 21: Billing Shipment Costs to the

Customer

Task 1:

Theshipmentcostsfortheoutboundshipmentfrom“TheBasicsofTransportation

Processing”unit(seeline3onthedatasheet)havealreadybeencalculatedfully.

1. Checkthestatusatheaderleveloftheshipmentcostdocument.

Calculated: __________________________________

Assigned: __________________________________

Transferred: __________________________________

a) Check status:

Choose Logistics → Logistics Execution → Transportation →

Shipment Costs → Display

Enter the number of the shipment cost document you documented

in“TheBasicsof TransportationProcessing”unit(seeline3onthe

data sheet).

Status tab:

Calculated: Fully calculated

Assigned: Accountassignmentfullycompleted

Transferred: Not transferred

2. What are the calculated shipment costs?

_________________________________________________________

a) Shipment costs:

Net value: EUR 180

3. Branch to the associated shipment document (using the document flow,

for instance). Notethenumber of the outbound delivery involved inthis

shipment.

Continued on next page

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Unit7: ShipmentCostSettlement SCM611

_________________________________________________________

a) Display shipment document:

Choose Environment →Document Flow.

Place the cursor on the shipment document and choose Display

document.

Tofindthenumberoftheoutbounddelivery,gotothe Shipments

and deliveries. overview.

Task 2:

Nowcreatethebillingdocumentfortheoutbounddelivery.

1. Sinceyouwanttocopytheshipmentcostsfromtheshipmentcostdocument

to the billing document, you use billing type ZFK, Invoice with freight,

which has the appropriate settings.

Hint: In the Default data block of the Create billing document

screen,selectInvoicewithfreightintheBillingtypefield.

Entertheoutbounddelivery numberin theDocumentfieldunder

Docs to be processed.

Togotothebillingdocument, chooseExecute.

a) CreatebillingdocumentusingbillingtypeInvoicewithfreight(ZFK):

Choose Logistics → Sales and Distribution → Billing → Billing

Document → Create.

Inthe upper half of thescreen, in theDefault data block, select the

billing type Invoice with freight.

Enter the number of the outbound delivery to be billed and choose

Execute.

2. Inthebillingdocument,gototheconditionscreenoftheitem.

Whatistheconditiontypefortheshipmentcostscalled?

_________________________________________________________

Whatamount wassetin thedocument forthis?

Continued on next page

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SCM611 Lesson: Shipment Costs in the Sales Process

_________________________________________________________

a) Display conditions:

Inthebillingdocument,choosePricingconditionsheader.

Thecondition typefortheshipment costsiscalledFK00(shipment

costs for customer).

Amount FK00: EUR 180; this corresponds to the shipment costs

calculated intheshipment cost document.

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Unit7: ShipmentCostSettlement SCM611

Lesson Summary

You should now be able to:

• Accessshipmentcostinformationinthesalesorder

• Defineshipmentcostinformationandplanningprofiles

• Createacustomer billing document andtransfertheshipment costsfrom

the shipment cost document

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SCM611 Unit Summary

Unit Summary

You should now be able to:

• Explainthestepsinvolvedinshipmentcostsettlement

• Provide an overview of account determination as well as assignment of

costs to a controlling object.

• Createanexternalserviceordersothattheshipmentcostscanbetransferred.

• Transfer shipment costs.

• Createacreditmemousingthecreditmemoprocedure.

• Manually create an invoice.

• Explaintheprocedureusedifshipmentcostsaretobeconsideredasdelivery

costs

• Accessshipmentcostinformationinthesalesorder

• Defineshipmentcostinformationandplanningprofiles

• Createacustomer billingdocument and transfer the shipment costsfrom

the shipment cost document

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UnitSummary SCM611

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Unit 8

Using Express Delivery Companies

Unit Overview

Special functionsthat arerequiredfortransportatoinusingexpressservicesare

introduced in the following unit.

Unit Objectives

After completing thisunit, you will beableto:

• Highlightthespecialrequirementsof transportation processinginvolving

express delivery companies

• Describe the outbound delivery process involving express delivery

companies

• Identify the options for tracking parcels

Unit Contents

Lesson: Outbound Deliveries Involving Express Delivery Companies ..268

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Unit8: UsingExpressDeliveryCompanies SCM611

Lesson: Outbound Deliveries Involving Express Delivery

Companies

Lesson Overview

Inthislesson,youwillbecomefamiliarwiththeoptionsforworkingwithexpress

delivery companies.

Lesson Objectives

After completingthislesson, you will beable to:

• Highlight thespecialrequirementsoftransportationprocessinginvolving

express delivery companies

• Describe the outbound delivery process involving express delivery

companies

• Identify the options for tracking parcels

Business Example

You ship many of your urgent outbound deliveries using express delivery

companies. However, these deliveries have special requirements, which you

would like to model in your system.

You want to track the itinerary of the shipments and exchange important

informationwiththeexpressdeliverycompanyandtheship-toparty.

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SCM611 Lesson: OutboundDeliveriesInvolvingExpressDeliveryCompanies

Express Delivery Companies

Figure 103: Express Delivery Companies

Express delivery companies transport goods quickly and offer the option of

tracking the itinerary of the shipments. There are special requirements for

processingthiskindofshipmentwhichdonotarisewith“ordinary”shipments.

You can model the special requirements of express deliveries with express

deliveryprocessingintheSAPsystem. Theserequirementsinclude:

Informationspecifictotheserviceagentrecordedinthedelivery. Thisinformation

referseithertotheentiredeliveryortoindividualparcels.

Printingoutspecial labelswiththerequired information(thisisneeded for the

automaticsortingmachinesattheexpressdeliverycompanies)

Creatingthemanifest/deliverylist(simplifiessettlementfortheexpressdelivery

companyandeliminatesmanualentryofshipments;preventsdelays)

Parcel and status tracking

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Unit8: UsingExpressDeliveryCompanies SCM611

Figure104: OutboundDeliveryUsingExpressDelivery-Process

When express delivery companies are involved in the outbound delivery

process, youusuallyrequireexpressdeliveryinformationassoonasyoucreate

theoutbounddelivery.Thisinformationincludesthetrackingnumber, routing

information, andtheservicecodeand product codes. Thisdatacanbedefined

eitheratoutbounddeliverylevelorhandlingunitlevel.

Ifanexpressdeliverycompanyisspecifiedintheoutbounddelivery,thesystem

automaticallyloadstheinformationfromthedatastoredforthatcompany. Inthe

outbound delivery document, there isa tab page for this at header level called

Parcel Tracking.

The shipper informs the ship-to party of the tracking number and any other

information relevant to theexpress delivery.

Theshipper alsohastheoptionofcreatingashipment documentcontainingall

the shipments for a particular express delivery company. On the basis of this

shipmentdocument,theshippercancreateamanifestandsendittotheservice

agent (electronically using the shipment IDoc).

Both the shipper and ship-to party can monitor the tracking status of the

shipmentsatanytimeusingthetrackingnumberandParcelTracking.

YoumaintainthedatafortheexpressdeliverycompaniesintheExpressDelivery

Cockpit.

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SCM611 Lesson: OutboundDeliveriesInvolvingExpressDeliveryCompanies

Parcel Tracking

Figure 105: Parcel Tracking

It is often important to track the itinerary of the shipment (delivery or parcel),

andtoknowatanyonetimewheretheshipmentis, whatitsstatusis(tracking

statussuchaspickedup,loadtransferred,ordelivered),andsoon. Thetracking

function is available for this.

TheParcelTrackingtabpageintheheaderdetailsoftheoutbounddeliverygives

youthetrackingstatusandallotherinformationrelatingtotheexpressdelivery

processing of this outbound delivery.

Atrackingtransactionallowsyoutoselectdocumentsbyorder,purchaseorder,

delivery,shipment,handlingunit,ortrackingnumber. Thesystemalsodisplays

the tracking status and express delivery company information for the selected

document.

The tracking status is also displayed in the Document flow, along with the

delivery status or statusof the shipping unit.

Another method of tracking shipments is to access the order status using the

Internet applicationcomponents(IAC) fromSAP. Fromthere, you canbranch

to tracking. This is particularly useful for ship-to parties, who can call up the

tracking status using the order number.

You can also access the status in the background. A workflow connection is

possibleinthiscase. Inexceptionalcases,thismaymeanthatprocessorsreceive

items in their inboxes.

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Unit8: UsingExpressDeliveryCompanies SCM611

Figure 106: Parcel Tracking in Detail

Youwillfinddetailedinformationonthetrackingstatusandthedatafieldsof

theexpressdeliverycompany,whichthesystemsuppliesautomatically,onthe

Tracking screen.

Thedatacanbedisplayedbothattheoutbounddeliverylevelandthehandling

unitlevel. Therearenohandlingunitsintheaboveexample,sothedataappliesto

the entire outbound delivery.

Users can define their own display variants so the information is displayed to

suit their needs.

From the tracking screen, you can also request information from the express

delivery company via the Internet.

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SCM611 Lesson: OutboundDeliveriesInvolvingExpressDeliveryCompanies

Express Delivery Cockpit

Figure 107: Express Delivery Cockpit

The express delivery cockpit is the central point for making all the settings

relevant to express deliveries.

Youmustdefinewhichdatafieldsarerelevantforforeachserviceagentandhow

they should be determined (=metadata).

The master data includes:

• Productand/orservicecodes:Reflecttheservicesoftheexpressdelivery

company (speed, services, and so on)

• Routinginformation: Dependsonpostalcode; usedbyautomaticsorting

machines

• Trackingstatus: Optionalstatusconfirmationbytracking

• URLlinks: DestinationURLsforXML andURLtemplatesfortracking;

documentation

• Numberranges: Fornumbersassignedbytheexpressdeliverycompany

An XML-enabled setup interface simplifies the setup procedure if you are

supportedbytheexpressdeliverycompanyoranotherdataprovider. Youneed

tocreatetheexpressdeliverycompany andassign ittoaserviceagent(vendor

master record) and shipping points. Next, all the metadata and master data is

loadedandcan thenbefurther processed manually.

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Unit8: UsingExpressDeliveryCompanies SCM611

Lesson Summary

You should now be able to:

• Highlight thespecialrequirementsoftransportationprocessinginvolving

express delivery companies

• Describe the outbound delivery process involving express delivery

companies

• Identify the options for tracking parcels

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SCM611 Unit Summary

Unit Summary

You should now be able to:

• Highlightthespecialrequirementsof transportation processinginvolving

express delivery companies

• Describe the outbound delivery process involving express delivery

companies

• Identify the options for tracking parcels

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UnitSummary SCM611

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Unit 9

Concluding Exercise

Unit Overview

Subsequenttothiscourse,youcantestanddeepentheknowledgethatyougained

in the previous days with this final activity.

Unit Objectives

After completing thisunit, you will beableto:

• Define anew transportation planning point

• Create a new shipment type

• Defineaplanning profilefor theshipmenttype

• Defineanactivityprofileandassignittotheshipmenttype

• Setupshipmentcostcalculationforthenewshipmenttype

• Create new condition records

• Maintainpurchasingdataforshipmentcostsettlement

Unit Contents

Lesson: Concluding Exercise .................................................278

Exercise 22: Concluding Exercise .......................................279

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Unit9: ConcludingExercise SCM611

Lesson: Concluding Exercise

Lesson Overview

Younowhavetheopportunitytotestandfurtherdeveloptheknowledgethatyou

gainedintheactualcoursebyworkingthroughafinalactivity.

Lesson Objectives

After completingthislesson, you will beable to:

• Define anew transportation planning point

• Create a new shipment type

• Defineaplanning profilefortheshipmenttype

• Defineanactivityprofileandassignittotheshipmenttype

• Setupshipmentcostcalculationforthenewshipmenttype

• Create new condition records

• Maintainpurchasingdataforshipmentcostsettlement

Business Example

YouwanttomapyourrequirementsintheSAPsystem.

Transportation and Shipment Cost Processing

Figure 108: TransportationandShipmentCostProcessing

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SCM611 Lesson: Concluding Exercise

Exercise 22: Concluding Exercise

Exercise Objectives

After completingthisexercise, youwillbeableto:

• Define anew transportation planning point

• Create a new shipment type

• Defineaplanning profilefor theshipmenttype

• Defineanactivityprofileandassignittotheshipmenttype

• Setupshipmentcostcalculationforthenewshipmenttype

• Create new condition records

• Maintainpurchasingdataforshipmentcostsettlement

Business Example

Yourcomputercompanynotonlysellscomputersbutalsoelectroniccomponents

insmallernumberstoafewcustomersinEurope. 70%oftheshipments,which

areusuallyurgent,areshippedbyairfromDresden,Germany.

Youhavethereforearrangedfordoor-to-doortransportationwithaninternational

forwardingagent. TheforwardingagentpicksupthegoodsfromyourDresden

plantandtakesthemtotheairport. Theagentorganizesthetransportationwith

the air cargo carrier and the issuing of the airway bill (AWB). Depending on

theINCOTERMS,theagenttakesthegoodsfromthedestinationairporttothe

ship-to party.

Yousettlethecostswiththeforwardingagentpershipment,whereoneshipment

consistsofoneormoreoutbounddeliveriestoaship-toparty. Youhaveagreed

on a flat rate that depends on the country of destination and the weight of the

shipment. Theforwardingagentchargesafeeforcreatingtheairwaybillandfor

delivering the goods to the ship-to party.

Tosimplifycostsettlementwiththeforwardingagent,youusethecreditmemo

proceduretoregularlysendcreditmemosfortheshipmentcostsincurred.

Inthefollowingexercise,youwillmaptheserequirementsintheSAPsystem.

Task 1:

Aseparateorganizational unithandlestheprocessingof air cargoshipmentsin

Dresden.

Youthereforedefineanewtransportationplanningpointforaircargofirst.

1. Create a new transportation planning point by copying the existing

transportation planning point 1200 (Dresden).

Continued on next page

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Unit9: ConcludingExercise SCM611

TPPt: Z0##

Description: Air cargo ##

Company code: 1000

Maintaintheaddressdataforthetransportationplanningpoint. Changethe

name and not the address.

Task 2:

Createanewshipmenttypethatwillmeetyourrequirementsforprocessingair

cargo shipments.

1. Call shipment type Z0##, description ##Air cargothat hasalready been

created in the system.

Makethefollowingsettingsinadditiontotheexistingsettings:

2. Since you want to distinguish the air cargo shipments from the other

shipmentsbysimplylookingatthedocumentnumber,assignnumberrange

03 to the shipment type.

3. Theshipmentcancontainseveraldeliveriesfordifferentship-toparties. You

do not need to map it as amulti-modal shipment because theforwarding

agentisresponsibleforthis. Itisthereforeacollectiveshipmentwithone

mode of transport.

4. Sincetheshipment isnot linkedto other shipments, youselecttheDirect

leg leg indicator.

5. The goods are shipped by air.

6. Since the shipment costs are to be calculated per shipment, you need

a separate leg for each ship-to party. To do this, you can use the leg

determinationtypePrelim. legperloadingpoint,subsqntlegpership-topty.

7. The weight unit default should bekilograms and the volume unit default

should be CDM.

8. Thedeadlinesfortheoutbounddeliveriesshouldbecopiedtotheshipment

headerasplanneddeadlines. YouthereforesettheDeadlinescopyroutine.

All other settings should remain the same.

Save your entries.

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SCM611 Lesson: Concluding Exercise

Task 3:

You usually create air cargo shipments online. To do this, select all outbound

deliveriesduetobeshippedthatalreadyhavetheAirplaneshippingtypeinthe

order.

Toreducethemanualworkrequiredfortransportationplanning,defineaplanning

profileforyourshipmenttypethatmeetsthefollowingrequirements:

• The outbound deliveries should be combined to form shipments in

accordancewithyourroute(=oneshipmentperroute).

• Transportation planningpoint Z0##processes the shipments, which have

shipment type Z0##.

• T-S11K## (SLL Cargo Services) is the forwarding agent assigned to the

shipments.

• The shipping type is Airplane.

• Thedocumentsarerelevant for shipment costs.

• You need to execute leg determination.

1. To define the planning profile:

CallupZ0##shipmenttypeinChangemode. InthePlanningProfilefield,

enter Z0##-Plan as the description, and choose Maintain to maintain

the profile.

2. Selection variant:

It is not considered in the planning profile. Choose the existing variant

1000/1200.

3. Grouping criteria:

Create the Z0##-Route variant.

Select the route as the grouping criterion.

4. Data and options:

Create the Z0##-Cargo variant.

Filloutthefieldsaccordingtotheaboverequirements.

5. Clicktheattributesbutton,thengiveitaname. Savethevariant,thensave

the Shipment type..

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Unit9: ConcludingExercise SCM611

Task 4:

When the forwarding agent picks up the goods, the shipment is considered

completed. Youthenreceivetheordernumberoftheforwardingagent,whichyou

havetoenterintheshipmentdocumentasthecontainerID.Youshouldpostthe

goodsissueforalltheoutbounddeliveriesintheshipment. Thesalesdepartment

createsthebillingdocument separatelyatalater time.

1. Define an activity profile for your shipment type that models the above

requirementswhentheCompletedstatusisset.

Profile name: Z0##-05

Description: ## Air cargo completion

Task 5:

For your shipmentsoftheAirCargo shipment type, theshipment costsshould

becalculatedper shipment, meaningpership-toparty. Becauseofthis, alegis

determined for each ship-to party in the shipment, and the shipment costs are

calculated based on the legs.

1. Whenyouprocessyourshipmentcosts,usetheexistingStandardshipment

cost type.

2. AssigntheStandardshipmentcosttypetoyourshipmenttype.

3. Set theshipment cost relevancefor your shipment type. Leg-based costs

only should be calculated.

4. Checkwhichitemcategoriesthesystemcreatesautomaticallywithreference

toashipmentlegfortheStandardshipmentcosttype.

_________________________________________________________

Task 6:

Since thecalculation method used for air cargo shipments differsgreatlyfrom

the method usedfor truck shipments, use a separate pricing procedure for this

shipping type.

1. Take alook at the ZFCL00 pricing procedure, which is already defined.

Whichconditiontypesdoesthisprocedurecontain?

_________________________________________________________

2. Check the controlling elements of the condition types and their access

sequences. Establishwhateachconditiontypemodels.

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SCM611 Lesson: Concluding Exercise

3. Set up pricing procedure determination for your transportation planning

point Z0##.

ItemCategoryProcedureGroup: 0001

ServiceAgentProcedureGroup: No entry

ShippingTypeProcedureGroup: 0005

Pricing procedure: ZFCL00

Task 7:

Youdefinethetariffagreementswith“SLLCargoServices”asconditionrecords

in the system.

1. First maintain condition records for the ZL01 condition type (Air Cargo

Tariff):

Service agent: T-S11K##(SLLCargoServices)

Currency: EUR

FR DE

Countryofdest.

Weight group

Up to 20 kg 280 200

Up to 32 kg 450 330

2. Youshouldalsomaintainaflatrateforcreatinganairwaybill. Youcanuse

condition type ZL02 for this (AWB fee):

Service agent: T-S11K##

Amount: 20

Unit: EUR

3. Depending on the INCOTERMS, the goods are transported from the

destinationairporttotheship-toparty. Theforwardingagentchargesafee

forthis(ZL03conditiontype,deliveryfee). Createaconditionrecordfor

this as well:

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283

Countryofdest. Weight group	FR	DE
Up to 20 kg	280	200
Up to 32 kg	450	330

第 308 页 / 共 341 页

Unit9: ConcludingExercise SCM611

Service agent: T-S11K##(SLLCargoServices)

INCOTERMS: FH (free house)

Quantity: 60

Unit: EUR

Task 8:

For the settlement, you need to assign the relevant organizational units in

Purchasing to the organizational units in Transportation. These settings are

required so that you can create accruals.

1. MaintainpurchasingdatainCustomizingforyourtransportationplanning

point Z0##:

TransportPlanPt: Z0##

Shipment Cost Type: 0001

Purchasingorganization: 1000

Purchasing group: 000

Plant: 1200

Task 9:

Test the settings you have made so far:

1. Create a shipment of the ## Air Cargo type in the Z0##t transportation

planning point.

2. Foroutbounddeliveriesrelevantfortransportationusingthefollowingdata:

Shipping point: X0##

Shipping type: 05

3. Select all the outbound deliveries you chose and execute the planning

proposal.

How many shipments are created?

_________________________________________________________

4. Go to one of the shipments and check whether the data has been copied

from the data profile.

Which stages have been created?

_________________________________________________________

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SCM611 Lesson: Concluding Exercise

_________________________________________________________

Whichserviceagentwasassignedtotheshipments?

_________________________________________________________

5. SetthePlannedstatusforbothshipments. Donotdeterminethelegsagain.

Checkwhethertheplanneddeadlineshavebeencopiedfromtheoutbound

deliveries to the shipment.

Check-In: ______________________

Loading Start: ______________________

Loading End: ______________________

Shipment Completion: ______________________

Shipment Start: ______________________

Shipment End: ______________________

6. Assumethattheforwardingagentpicksupthegoodsfromyourplant. Set

the Shipment Completion status.

Whatinformationdoesthesystemrequireyoutoenter?

______________________________________

Enter any number.

7. Save your document.

Whatactivitiesareperformedinthebackground? Why?

Task 10:

To calculate the shipment costs for both shipments, create shipment cost

documents for them.

1. Create the shipment cost documents individually or using collective

processing.

Hint: IfyoucreatethedocumentsusingCollectiveProcessing,make

sureyouonlycalculatethecostsforyourownshipmentdocuments.

SelecttheshipmentdocumentsusingyouruserID.

2. Whatistheshipmentcosttypeofthesedocuments?

_________________________________________________________

3. Identify whichshipment cost itemswerecreated.

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Unit9: ConcludingExercise SCM611

_________________________________________________________

Why?

_________________________________________________________

4. Go to one of the items.

Whichpricingproceduredidthesystemdetermine?

_________________________________________________________

5. Try to understand the pricing. Check whether the correct amount was

calculated.

Task 11:

YounowwanttocreateaccrualsandthereforetransfertheshipmentcoststoFI

and CO.

1. Checkoneoftheshipmentcostdocumentstoensurethataccountassignment

has been completed fully.

2. Totransferthecosts,youneedavalidexternalserviceorder. Logistics→

materials management → Purchasing → Purchase order → Create →

Vendor/Supplying Plant Known

InPurchasing,createthepurchaseorderforyourforwardingagent:

Enter the following values:

Order type: Standard purchase order

Vendor: T-S11K##

Order Date: Today’s date

Organizational Data:

Purchasing org.: IDES Germany

Purchasing group: Chef, H.

Company code IDES AG

Item overview:

Acct. Assign. Category: U

Item Category: D

Short Text: Shipping service

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SCM611 Lesson: Concluding Exercise

Typeofdeliverydate: M (month format)

Delivery date: Current month

Material group: 007

Plant: 1200 (Dresden)

Storage location: 0001(materialstorage)

Item Detail: Limits tab:

Select the No Limit indicator.

Enter EUR10,000 as the expected value.

Inaddition,enter1IasthetaxcodeontheInvoicetab.

3. Now transfer the shipment costs. You can do this for all shipment cost

documents using collective processing.

4. Check one of the shipment cost documents to make sure the costs have

been transferred.

Gotothedocumentflowandviewtheserviceacceptanceandtheassociated

accounting documents.

Which accounts were posted to?

_________________________________________________________

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Unit9: ConcludingExercise SCM611

Solution 22: Concluding Exercise

Task 1:

Aseparateorganizationalunithandlestheprocessingof aircargoshipmentsin

Dresden.

Youthereforedefineanewtransportationplanningpointforaircargofirst.

1. Create a new transportation planning point by copying the existing

transportation planningpoint 1200 (Dresden).

TPPt: Z0##

Description: Air cargo ##

Company code: 1000

Maintaintheaddressdataforthetransportationplanningpoint. Changethe

name and not the address.

a) Setupatransportationplanningpointforaircargo:

In IMG, choose: Enterprise Structure → Definition → Logistics

Execution→MaintainTransportationPlanningPoint

Select entry 1200 and chooseCopy As.

Overwrite the entry as follows:

TPPt: Z0##

Description: Air cargo ##

ChooseEnterandmaintaintheaddressdataonthefollowingscreen.

Task 2:

Createanewshipmenttypethatwillmeetyourrequirementsforprocessingair

cargo shipments.

1. Call shipment type Z0##, description ##Air cargothat hasalready been

created in the system.

Makethefollowingsettingsinadditiontotheexistingsettings:

a) Set up shipment type for air cargo:

InIMGchoose: LogisticsExecution→Transportation→Shipments

→ Define Shipment Types

GototheDetailsscreenforshipmenttypeZ0##.

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