LE-TRA – Config Guide for Shipment & Shipment Cost Document
目录
eandro Nascimento
August 26, 2016 15 minute read
LE-TRA – Config Guide for Shipment & Shipment Cost Document – Part I
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I wrote this configuration guide for Logistics Execution Transportation (LE-TRA) sometime ago for my own reference and kept updating it while my company was changing, projects were going on, merges, acquisitions and etc. I decided to share with this community, as it can be a good reference if you have to start from scratch or even redesign your process. This document is more focused on freight payments and Shipment Cost Document, but it has a nice overview of all configuration required until a Shipment Cost Document can be created. This includes of course, the shipment configuration in a higher level.
Because the SCN Blogs has a limit of 20 images and also to facilitate the lecture, I divided this blog post in 3 parts:
I. Transportation – Shipment (this post is covering part I)
II. Transportation – Shipment Cost Document
III. Transportation – Shipment Cost Document (Cont.)
I hope you enjoy reading as much as I enjoyed writing and I hope you find this helpful. If you like it, I appreciate you rating this blog post.
Index / Content
Part I (this post is covering part I)
SAP Language
Transportation – Shipment
Master Data
Maintain Transportation Planning Point
Define Routes
Define Modes of Transport
Define Shipping Type
Defining Transportation Connection Point
Defining Transportation Zones
Define Transportation Groups
Setting up Weight Groups
Define Routes and Assigning Routes
Definition of routes
Maintain Stages for all Routes
Determining Routes
Route Determination in Sales Order
Configuration of Shipments
Maintain Transportation Relevance
Set Up Transportation Planning Points
Define Shipment Type
Part II
Transportation – Shipment Cost Document
Shipment Cost Document Structure
Define Date Rules
Define and Assign Tariff Zones
Define and Assign Activity Profile
Define Shipment Cost types
Define Item Categories
Assign Shipment Cost Type and item categories
Maintain Shipment cost relevance and default for shipment cost type
Define shipment cost relevance for shipment type
Pricing
Part III
Define and assign shipping type procedure group
Define and assign item procedure group
Define Service Agent Procedure Group for Shipment Costs
Maintain Price Procedure
Define Pricing Procedure Determination for Shipment Costs
Maintain Condition Type
Settlement
Assign Purchasing Data
Account Determination
Group Together Valuation Areas
Define Valuation Classes
Automatic G/L account Determination
Automatic determination of CO assignments
Business Process Procedure
Create transportation condition records
Create Delivery Document
Create Shipment Document
Creating Shipment Cost Document & Cost Settlement
Effects of Shipment cost settlement and related documents
User-Exits
BADIs
SAP Language
Here are some common terms that you will see while dealing with LE-TRA in SAP
Forwarding Agent / Service Agent – Agent who provides the transportation, also known as Carrier or Logistic Service Provider. This is usually (but not always) the vendor who will be paid by the freight service.
Routes – The route is a component of LE-SHP and plays an important role in the Shipping process creation and planning, determining itinerary (the leg or stage in the shipment), determines Means of Transport, like truck, train, plane or ship and they usually carry a departure point information (e.g. Shipping point) and Destination Point (port of destination, customer and etc).
Handling Unit – The handling unit is the packaging in the shipment that will contain the materials/products that are been transported. For example, in a shipment you may have all your products packed in a Container, then the container is your handling unit. However, depending on the size of the shipment you may have multiple containers and those containers are loaded in a big vessel, then besides the containers, you will also have a vessel as a packing unit, or a handling unit. The handling unit in a shipment can also be called “Equipment”. The Handling Unit plays an important role in the shipment cost calculation, they are represented as sub-items in the SCD items.
Shipment – The Shipment document containing details based on predecessor deliveries, including who are the service agents, the routes, what are the stages, and the deadlines for planning and execution times. This document is the pre-requisite to the Shipment Cost Document.
Shipment Type – Shipment type contain primary settings to the shipment document such like: the Direction (inbound or Outbound), number range, partner information, stage determination procedure and etc.
Shipment Cost Document – This document is created subsequent to the Shipment, using this document as reference. The Shipment Cost Document (SCD) contains the necessary data to pay the service agent (agreed rates, price, invoice party and etc.) and also accounting data (G/L Account, Cost Center and etc.) This document when created correct will be used in most of the times to trigger an accrual in the system.
Shipment cost type and item categories – Shipment cost types and item categories carry settings to control the shipment cost document, like number range, status requirements for the shipment documents, shipment costing settings, shipment transfer/settlement settings.
Rates – Rates are loaded in the system via Condition Technique (using condition types predefined) and they are carried over to the SCD when the document is created. The rates can be created in more than one condition to the same document, for example if you want breakdown the agreed freight cost with the service agent between what is freight service, what is toll, what is fuel surcharge and etc.
Transportation Planning Point – Aka. TPP, it is an organizational level in Logistics that is responsible for planning and processing shipments. They can also be represented by a group of people inside of the organization, for example, TPP for mode Ocean, TPP for mode Truck and etc, to segregate the Logistics Planners and also perform sap security segregation. Each Shipment is assigned to a TPP.
Master Data
Business Partner Master Data > They are the Service-Agents (Freight-Forwarder), Ship-to, Sold-to, Bill-to, Brokers and Customs Agents, Carriers, Customers, Vendors and etc.
Material master data > You can’t have a shipment without products (material). The material master data will define the products that will be transported and also they represents the handling unit (packaging material). All products and materials transported using the transportation system (shipments) must have a material master data.
Organizational master data > To the whole process flow from Sales Order to Delivery, Shipping, Shipment Cost Document, Invoice Payment and etc., system will need to have the following Organization Level created and properly assigned: Business areas, Sales Organization, Sales Area, Distribution Channels, Transportation Planning Points, Plants, Routes, Shipping Points, Purchase Organization, Purchase Group, Controlling Area and etc.
Maintain Transportation Planning Point
Also called “TPP”, it is an organizational level in Logistics that is responsible for planning and processing shipments. They can also be represented by a group of people inside of the organization, for example, TPP for mode Ocean, TPP for mode Truck and etc, to segregate the Logistics Planners and also perform sap security segregation. Each Shipment is assigned to a TPP.
A Transportation Planning point can be responsible for multiple Shipping Points and the Shipment is assigned to one transportation planning point only, which can contain multiple deliveries assigned and those may belong to multiple shipping points that belongs to the same transportation planning point.
In the same SPRO path, you assign the transportation planning point to a company code, as per screenshot above. This assignment is required to when the Shipment triggers a Shipment Cost Document, then the freight costs calculated are posted to the proper company code (see more below Shipment Cost Document and Settlement details).
Define Routes
The route is a component of LE-SHP and plays an important role in the Shipping process creation and planning, determining itinerary (the leg or stage in the shipment), determines Means of Transport, like truck, train, plane or ship and they usually carry a departure point information (e.g. Shipping point) and Destination Point (port of destination, customer and etc)..
To create the routes, you need to do the following
Inform the modes of transport that will be assigned to that route
Inform the shipping types that are allowed in that route (for example, you will not allow ocean in a route that is from New York 5th Avenue to New York Broadway St.)
Inform the transportation connection points and maintain the relevant data on the detail screen
Inform routes and route stages
You can also maintain the route stages for several stages.
Define Modes of Transport
Define which modes of transport are relevant to your process
Assign the mode of transport to a mode-of-transport type. The mode-of-transport type is responsible for classification of modes of transport in DG management.
Define Shipping Type
Here you will inform what are the shipping types and their mode of transport. See below in the screenshot some example of Shipping Types. They are suggestions only. Create them according to your business requirements
To create The Shipping Types you have to do the following steps
Define the shipping types
Assign one or more modes of transport to each shipping type
Assign the shipping types to a shipping type group. (This is important to automatically determine the freight pricing procedure that will calculate the freight costs and freight rates, see more below in the Shipment Cost Document Section).
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