d34 bpp en_de

SAP ECC 6.00

September 2007

English

D34: Transportation Management

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Business Process Procedure

SAP Best Practices D34: Transportation Management - BPP

Copyright

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Caution

Example

Note

Recommendation

Syntax

Typographic Conventions

Type Style Description

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Cross-references to other documentation.

Example text Emphasized words or phrases in body text, titles of graphics and tables.

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<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

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Contents

1 Transportation Management........................................................................................................6

2 Prerequisites................................................................................................................................ 9

2.1 Configuration of Transportation Processing for forwarding Agents.....................................10

2.2 Assign Processor to Queues...............................................................................................11

3 Order Management.................................................................................................................... 12

3.1 Create LSP Booking............................................................................................................12

3.2 Plan-actual Analysis on Sales Order Item...........................................................................16

3.3 Display Delivery & Handling Units.......................................................................................17

3.4 Print HU Labels................................................................................................................... 19

4 Transportation Management......................................................................................................20

4.1 Create Shipment – Main Leg by Road................................................................................21

4.2 Create Shipment – preliminary leg by road.........................................................................23

4.3 Create Shipment – Subsequent Leg by road.......................................................................25

4.4 Create Output for Forwarding Agent...................................................................................27

4.5 Load Handling Units at Customer........................................................................................29

4.6 Display Shipment Loading Status........................................................................................31

4.7 Preliminary shipment completion.........................................................................................33

4.8 Assign Vehicle to Main Shipment........................................................................................35

4.9 Main Shipment Completion.................................................................................................37

4.10 Subsequent Shipment unload Start.................................................................................39

4.11 Unload Handling Units at Customer.................................................................................40

4.12 Subsequent Shipment Completion..................................................................................42

4.13 Create Billing Document..................................................................................................43

4.14 Set Shipment End Status.................................................................................................44

4.15 Post Costs for Customs Processing................................................................................45

4.16 Create Shipment Cost Documents..................................................................................46

4.17 Freight Cost Settlement...................................................................................................48

4.18 Display Shipment Cost Settlement (internal agent).........................................................51

4.19 Display Shipment Cost Settlement (external agent)........................................................53

4.20 Freight invoice check.......................................................................................................56

5 Reporting & Results Analysis.....................................................................................................59

5.1 Plan-actual Analysis on Sales Order Item...........................................................................59

5.2 Results Analysis for Sales Order.........................................................................................60

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5.3 Setting the Sales Order to PA.............................................................................................61

5.4 Execute CO-PA Reports.....................................................................................................62

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1 Transportation Management

PurposeTransportation is an essential element in the logistics chain. It affects both incoming and outgoing goods. Effective transportation planning and processing ensure that shipments are dispatched without delay and arrive on schedule. Transportation costs play an essential role in the calculation of the price of a product. It is important to keep these transportation costs to a minimum so that the price of a product remains competitive. Efficient transportation planning and processing helps to keep these costs down.

This business scenario describes the possibilities for the usage of Sales and Distribution (SD) and Logistics Execution Transportation (LE-TRA) as tool for the order handling process at Logistics Service Providers. In addition to building block D32 “Order Management for LSP” this scenario also contains the execution steps within LE-TRA.

PrerequisitesBefore running this Business Process Procedure (BPP) the following building blocks need to be installed on your system:

Layer 0 All layer 0 building blocks

D30 CO Settings

D31 Variant Configuration

D32 Order Management

D33 LES for Order Management

D34 Transportation Management

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Building Block Description


ProcessIn this business scenario it is assumed that a customer places a shipping order to carry goods from a customer location in Bad Homburg (66120) to a ship-to-party in Norderstedt (20054).

The Logistics Service Providers determines that a preliminary, main and subsequent shipment is required to handle this order:

The preliminary shipment is executed by an external forwarding agent (LSP-10000). This agent brings the goods from the customer departure point in Bad Homburg to the first transportation connection point (HUB) in München.

The main shipment from the first transportation connection point in München to the second transportation connection point in Hamburg is executed by the internal forwarding agent (LSP-20000).

Finally the subsequent shipment from Hamburg to the ship-to-party in Norderstedt is executed by an external forwarding agent (LSP-10000).

The following pictures provide an overview of the business scenario which is executed in this BPP:

Hamburg

München

Bad Homburg

Norderstedt

LSP-10000

LSP-20000

PRE LEG

Departure point HUBBad Homburg MünchenExt. Carrier: LSP-10000

MAIN LEG

From HUB HUBMünchen Hamburg Int. Carrier: LSP-20000

SUB LEG

From HUB Ship-to-partyHamburg Norderstedt Ext. Carrier: LSP-10000

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ResultBased on the LSP Booking automatically an Outbound Delivery is created with the required Handling Units (pallets).

The Outbound Delivery serves as a basis for the required Shipments (preliminary, main, subsequent). The Shipments are planned and executed by an external and internal Forwarding Agent. The Handling Units are loaded at the customer departure point and unloaded at the customer ship-to address.

After the execution of the Shipments the Shipment Costs are settled with the Forwarding Agents. Finally the calculated shipment costs are billed to the customer.

Main item

Freight CostSimulationForwarding Order

1: Main Item (VC BOM)11: Pre Leg

Bad Homburg – München21: Main Leg

München – Hamburg

31: Sub LegHamburg – Norderstedt

LSP-10000 LSP-20000

CP South(München)

Pre Leg

1

Main Leg

1

CP North(Hamburg)

Sub Leg

1

Delivery

1 Main Item Invoice

11 Pre Leg

B 1058XX XX

Settlement

Main Item Main Item Main Item

C

B

A C

B

A C

B

A

LSP-10000

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2 Prerequisites

Before running this BPP there are some prerequisites regarding organizational data, master data and customizing settings which have to be taken into account.Please ensure that the following scenario-specific organizational and master data exists before you test this scenario:

Organizational dataSales organization : BP01

Distribution channel : 01

Division : 01

Plant : BP01

Shipping Point : BP01

Transp. pl. point : BP02

Master dataMaterials [MM03] : ISP-LSP-SERVICE

: ISP-LSP-PRELEG

: ISP-LSP-MAINLEG

: ISP-LSP-SUBLEG

Packing materials [MM03] : ISP-LSP-PALLET

: ISP-LSP-TRUCK

Packing instruction [POP3] : ISP-LSP-SERVICE

Packing instr. det. [POF3] : ISP-LSP-SERVICE

Sold-to party [XD03] : C6130

Ship-to party [XD03] : C6120

Forwarding agent [XK03] : LSP-10000

: LSP-20000

Pricing conditions [VK13] : YSEC

: VA00 (ISP-LSP-MAINLEG)

Freight conditions [TK13] : YBF0

: FT00

Output conditions [VV63]

[VV73]

: E128 (handling unit)

: ALTR (shipment)

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Customizing

In order to run through this scenario, the following steps should be executed the first time only:

1. Configuration of transportation processing for forwarding agents

2. Assign processor to queues

2.1 Configuration of Transportation Processing for forwarding Agents

UseIn this section you define the basic settings that are required for transportation planning, and for status and event verification through the forwarding agents. The forwarding agents work with the sender's SAP System via the Internet. Or if there is an event verification, they use a WAP-enabled mobile. For this purpose, each user needs an SAP system user.

PrerequisitesThe external forwarding agent LSP-10000 should exist as a vendor account with account group ‘0005’ (forwarding agent) in the system.

Procedure1. Access the transaction choosing one of the following navigation options:

SAP IMG path Logistics Execution Transportation Shipments Configuration of Transportation Processing for Forwarding Agents

SAP Transaction code SPRO

2. On the Forwarding Agent User Assignment screen, choose and make the following entries:

Field name Description User action and values Comment

ServcAgent Service Agent LSP-10000 External Forwarding Agent

User User <your logon-id> Enter the logon id’s for the user(s) you want to run this procedure.

3. Save the new item(s).

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2.2 Assign Processor to Queues

UseIn this step the MAIN Mobile Data Entry (MDE) menu is defined for the username from the person who is executing the scenario. MDE is used during loading and unloading of handling units.

PrerequisitesThe MAIN menu should be active in the system, it’s delivered with the standard system.

Procedure1. Access the transaction choosing one of the following navigation options:

SAP system Logistics Logistics Execution Internal Whse Processes Mobile Data Entry User Master Data for Mobile Data Entry

Transaction code LRFMD

2. On the Assignment User -> Queue screen, choose . Use the button to make a new entry:


Whse no. Warehouse Number 001

User User Name <your logon-id> Enter the logon id’s for the user(s) you want to run this procedure.

Status Status Mark the checkbox

Screen format

Screen Format 16X20 or 8X40

Main Menu Main Menu MAIN

3. Save the new item.

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3 Order ManagementPurposeWithin this process a shipping order is created. After saving the order automatically a delivery is created including the handling units which are to be shipped to the ship-to-party.

Process Flow Create LSP booking.

Analyze planned costs and revenues.

Display delivery & handling units.

Print HU labels.

3.1 Create LSP Booking

UseIn this activity a shipping order will be created. In this BPP scenario the goods need to be transported from a customer departure point in Bad Homburg to a ship-to-party in Norderstedt.

The customer defines his requirements for this service and these will be processed using Variant Configuration. While saving the order automatically an outbound delivery is created which will be the basis for the further shipment process.

PrerequisitesCustomer- and material master data have to be defined.

Procedure1. Access the transaction using one of the following navigation options:

SAP Menu Logistics Sales and Distribution Sales Order Create

Transaction code VA01

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2. On the Create Order: Initial Screen make the following entries:


Order type LSP Booking YLSP SP: LSP Booking

Sales Organization

An organizational unit responsible for the sale of certain products or services.

BP01 Sales Org. BP01

Distribution Channel

The way in which products or services reach the customer.

01 Direct Sales

Division A way of grouping materials, products, or services.

01 Product Division 01

3. Choose Enter.

4. On the Create SP: LSP Booking: Overview screen, make the following entries:

Field name Description User action and values CommentSold-to-party Alphanumeric Key for

the customerC6130 Customer departure

point is linked to the sold-to-party (Bad Homburg)

Ship-to-party Alphanumeric Key for the customer

C6120 Goods need to be shipped to a ship-to party in Norderstedt

PO Number Customer order number LSP bookingMaterial Alphanumeric Key for

transport materialISP-LSP-SERVICE

Order quantity Quantity 1 Do not enter any other number here! Field content must always be “1” !

5. Choose Enter.

6. On the Create SP: Characteristic Value Assignment screen make the following entries:


Transport Mode Mode of transport PL

ML

SL

Use F4 or to select the shipments (Pre Leg, Main Leg & Sub Leg are required)

Weight Weight of the Materials 600 kg Total chargeable weight

Commodity Type Type of the transport 1 Grouped Good

Length Dimensions of the material

120 cm

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Height Dimensions of the material

120 cm

Width Dimensions of the material

120 cm If you choose Enter here the volume is automatically calculated

Dangerous Goods

Dangerous Goods No

Customs Clearance

Customs clearance Y

Customs Clearance Value

Value of the customer clearance

250

Insurance Insurance Y

Insurance Value Value of the insurance 250

The partner roles for the preliminary, main and subsequent shipments do not have to be entered in the Variant Configuration. Within this BPP scenario the basic partner functions for Bill-to party and Payer, which are assigned to the sold-to-party, are used. However, it’s possible to differ from the standard partner functions by entering a different Bill-to party and Payer in the Variant Configuration. This process is described in more detail in the BPP scenario of building block D33.

7. Choose Next screen (F8) . Based on the ‘Transport Mode’ from the Variant Configuration a bill-of-material (BOM) is exploded from the main item. For each required shipment (pre, main and sub) a BOM sub position is automatically created on the sales order.

To view the estimated freight costs in the order, on the screen Create SP:LSP Booking: Overview choose Extras Shipment cost information. In the Shipment Cost Information screen choose Execute (F8). You can ignore the information

message See log. Just confirm this message by Enter or .

The symbol appears in the first line and in the last three lines (the net value is not

zero). If this is not the case please choose to display the log and choose Back (F3) to return to the Shipment Cost Information screen.

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Note down the estimated freight costs from the Net value column for each shipment type:

Pre Leg (YLSP_1_PRE) :______________________________.

Main Leg (YLSP_1_MAIN) :______________________________.

Sub Leg (YLSP_1_SUB) :______________________________.

8. Choose Back (F3) and confirm the question End shipment cost info? with Yes.

9. Choose Save to save the LSP booking. At the moment of saving the order the freight costs will be updated in the pricing conditions of the order (condition type YBF0: LSP Basic Freight).

10. The Systems issued the message: SP: LSP Booking XXX has been saved (delivery 80000XXX created)

11. Note the order number :______________________________.

12. Note the delivery number :______________________________.

13. Choose Back (F3) to return to the SAP Easy Access screen.

Result (optional)During the Save data from the configuration is used to simulate and calculate the freight costs. In the background the same process is executed as with step 8 above, but now the costs are saved as pricing conditions (YBF0: LSP Basic Freight) at the corresponding sub-items (11, 21 & 31).

You can have a look on the condition details with VA03 Display Sales Order. Please select the relevant sub item and choose Display item details and select the Conditions tab page.

Compare the results on the pricing of the sub-items 11, 21 & 31 with the values you have note down in step 8. In item 21 (Mainleg) you also will find the variant condition VA00 with 50 Euro. It is a handling fee for customer clearance.

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3.2 Plan-actual Analysis on Sales Order Item

UseRevenues foreseen for an SD-order via the SD-pricing procedure are updated as plan values in CO.


SAP menu Accounting Controlling Product Cost Controlling Cost Object Controlling Product Cost by Sales Order Information System Reports for Product Cost by Sales Order Detailed Reports For Sales Order

Transaction code KKBC_KUN

If you call this transaction for the first time enter on the window Set controlling Area in

the field Controlling Area BP01 and choose Enter .

2. On the Analyze Sales Order: Planned/Actual - Comparison screen, make the following entries:

Field name Description User action and values

Comment

Sales Order Number of sales order for which report will be executed

Sales order number created earlier

Cumulated Key for indicating all accumulated figures to date

Accept default selection

Period From/To Period to be covered by report Accept default values of current period

3. Choose Execute. Note the values displayed in the report.

Note that the planned revenue is a negative value because revenue is treated as an offset to costs in the controlling environment.

4. The values displayed correspond to the values calculated in SD. To check the SD values, open a new session and call transaction VA03. On the Display <Sales Order>: Overview screen, double-click the relevant item, then choose the Conditions tab page. The sum of the condition values of conditions YBF0 and YSEC should be equal to the revenue planned under CE 500000, and if the item contains condition VA00, its value should be equal to the revenue planned under CE 540300.

5. Exit the Plan/Actual Comparison screen by choosing and return to the SAP Easy Access menu.

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3.3 Display Delivery & Handling Units

UseIn this step the outbound delivery and the related handling units (pallets), which were created automatically in the background, are shown.

PrerequisitesThe delivery and its handling units can be shown after creating the LSP booking.


SAP Menu Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Outbound Delivery Display

Transaction code VL03N

2. On the Display Outbound Delivery screen make the following entries:


Outbound Delivery

Number of the outbound delivery created

8000xxxx Delivery number created earlier (you can refer to step 12 in 3.1)

3. Choose Enter to display the outbound delivery.

Please note that only the main item on the sales order was copied to the delivery. The BOM sub-items on the sales order are only for settlement and billing purposes.

On the LSP Outb. Delivery 800000xx Display: Overview screen:

Note the total weight :______________________________.

Note the number of packages :______________________________.

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4. Choose the Pack button to display the generated Handling Units. In the Display Handling Units for Outbound Delivery screen you see 1 handling unit (pallets) which are linked to the delivery item. The handling unit has a unique Serialized Shipping Container Code (SSSC).

Note the SSSC : 112345 __________________________.

5. Choose Back (3 times) to return to the SAP Easy Access menu.

ResultYou have analyzed the outbound delivery and the related handling units (HU’s) with the SSSC.

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3.4 Print HU Labels

UseIn this step handling unit (HU) labels/stickers are printed.

PrerequisitesThe sales order, outbound delivery and related handling units have to be created.


SAP Menu Logistics Logistics Execution Outbound Process Goods Issue for Outbound Delivery Communication / Printing Handling Unit Output

Transaction code VL74

2. On the Output from Handling units screen make the following entries:


Output Type Specifies the kind of output to be produced

E128 EAN128 sticker

Sort order Controls the sorting of output 01

Processing mode

Indicator that specifies status and send time of the selected output

1

Outbound Delivery

Number of the outbound delivery created

8000xxxx Delivery number created earlier

3. Choose Execute (F8). On the screen Output from Handling units select the first line and use

the Print Preview button to view the EAN128 sticker of the handling unit.


ResultYou have analyzed the output for the handling unit labels/stickers.

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4 Transportation Management

PurposeUsing the Transportation Management module the required shipments are planned, executed and settled to the forwarding agent.

Process Flow Plan shipments:

o Preliminary leg by road.

o Main leg by road.

o Subsequent leg by road.

Execute shipments.

Load/unload handling units.

Create billing document.

Shipment cost settlement.

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4.1 Create Shipment – Main Leg by Road

UseIn this step the main shipment is created. The main shipment is based on the transportation connection points which are defined in the route.

In this BPP scenario the goods are collected on the first transportation connection point in München and are then transported via the south-north route to the transportation connection point in Hamburg.

PrerequisitesThe sales order, outbound delivery and related handling units have to be created before performing this step.


SAP Menu Logistics Logistics Execution Transportation Transportation Planning Create Single Documents

Transaction code VT01N

2. On the Create Shipment: Initial Screen make the following entries:


Comment

TransportPlanningPt A group of employees responsible for transportation activities

BP02

Shipment type Specifies what type of transportation processing is to be performed

LSP main leg road Select (shipment type Y006)

3. Now choose Select Deliveries .

4. On the Select outbound deliveries screen make the following entries:


Comment

Total gds mvt stat. Indicates if, and to what extent, the delivery has left your premises

Remove A In area: Delivery Status

Outbound Delivery The number that uniquely identifies delivery document

8000xxxx In the area: W.ref.toDelivery number created earlier

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5. Choose Execute (F8).

6. On the LSP: Main leg by road Create: Shipments and deliveries screen choose your delivery

and choose Overview of current Shipment .

7. Choose on the Deadline tab page the button Planning .

8. The pop-up LSP Main Leg by road $0001 Create: Overview confirm please with Copy. You receive the message. Leg determination executed

9. On the Stages tab page you see the planned stages.

Note the departure point :______________________________.

Note the destination point :______________________________.

Note the forwarding agent :______________________________.

10. Save this document .

11. Note the shipment number :______________________________.

12. Choose Back to return to the SAP Easy Access menu.

ResultYou have created the main leg by road shipment: Shipment XXXX has been saved.

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4.2 Create Shipment – preliminary leg by road

UseIn this step the preliminary shipment is created. The preliminary shipment is a shipment which takes the goods from the customer departure point and delivers it to a collecting point.

In this scenario the goods are picked from the customer location in Bad Homburg and are transported to the first transportation connection point in München.

PrerequisitesThe sales order, outbound delivery and main shipment have to be created before performing this step.






Comment


BP02


LSP pre leg road Select (shipment type Y004)




Comment





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6. On the LSP: Pre leg by road Create: Shipments and deliveries screen choose your delivery and

choose Overview of current Shipment

7. Choose the button Planning on the Deadline tab page.

8. On the LSP Pre Leg by road $0001 Create: Overview screen make the following entries:


Comment

Planning end Time when the transportation planning status is set

Accept default proposed values

Fwd. Agent Identifies the transportation service agent (vendor)

LSP-10000 External forwarding agent

Shipment route Route taken by the shipment Accept default proposed values

9. Confirm with Copy.

10. The pop-up screen Destination point for preliminary leg appears. Accept the proposed value ‘Y000000002: Connection Point South’ (which was copied from the main shipment) by choosing

the Inspection button .

11. On the Tab Stages you see the planned stages.

Note the customer departure point:______________________________.



12. Save this document and Note the shipment number :___________________________.


Result

You have created the preliminary leg by road shipment: Shipment XXXX has been saved.

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sapevent:DOCU_LINK%5CDS:DE.STDIS



4.3 Create Shipment – Subsequent Leg by road

UseIn this step the subsequent shipment is created. The subsequent shipment is a shipment which picks up the goods from the distribution center and takes the goods to the ship-to party.

In this scenario the goods are picked from the distribution center in Hamburg and are brought to the customer location in Norderstedt.







Comment


BP02


LSP sub leg road Select (shipment type Y005)




Comment





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6. On the LSP: Sub leg by road Create: Shipments and deliveries screen choose your delivery and

choose Overview of current Shipment .

7. Choose Planning on the Deadline tab page.

8. On the LSP Sub Leg by road $0001 Create: Overview screen make the following entries:


Comment

Planning end Time when the transportation planning status is set

Accept default proposed values

Fwd. Agent Identifies the transportation service agent (vendor)

LSP-10000 External forwarding agent

Shipment route Route taken by the shipment Accept default proposed values

9. Confirm with Copy.

10. The Destination point for subsequent leg pop-up screen appears. Accept the proposed value ‘Y000000001: Connection Point North’ (which was copied from the main shipment) by choosing

Inspection .

11. On the Stages tab page you see the planned stages.

Note the departure point :______________________________.



12. Save this document and note the shipment number :___________________________.


Result

You have created the subsequent leg by road shipment: Shipment XXXX has been saved.

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4.4 Create Output for Forwarding Agent

UseIn this step the shipment output for the external Forwarding Agent is created.

PrerequisitesThe sales order, outbound delivery and shipments have to be created before performing this step.


SAP Menu Logistics Logistics Execution Transportation Transportation Planning Print

Transaction code VT70

2. On the Messages for Shipments screen make the following entries:


Comment

Shipment Number Identifies the shipment document

10xx to 10xx Enter the shipment numbers for the external forwarding agent (Pre Leg & Sub Leg)


BP02

Processing mode Indicator that specifies status and send time of the selected output

1

Shipment This indicator specifies whether output for the shipments are to be selected

Output Type Specifies the kind of output to be produced

ALTR


4. On the Messages for Shipment screen select the first line and use Print Preview to view the Shipment:general doc.

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5. Choose Back (twice) to return to the SAP Easy Access menu.

Result

You have analyzed the output for the shipment document which can be used for the communication to the external forwarding agent.

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4.5 Load Handling Units at Customer

UseIn this step the handling units (pallets) are loaded at the customer departure point.

PrerequisitesThe sales order, outbound delivery and shipments have to be created before performing this step. Also the prerequisite steps for running this BPP have to be done before using this transaction.


Transaction code LM01

2. On the RF Menu screen access the transaction using one of the following navigation options:

RF Menu Load Load by Shipment

3. On the Load/Unload by Shipment screen make the following entries:


Comment

Ship Identifies the shipment document

10xx Enter the shipment number of the Pre Leg

4. Choose Enter .

5. Now enter the handling unit related to the shipment to load (use the packing function on the shipment or refer to the chapter ‘Display delivery and handling units’):


Comment

Handling unit Identifies the handling unit 112345xxxxxxxxxx SSSC - handling unit number created earlier

6. Choose Save . The handling unit is now loaded.

The system issued the message: Shipment 00000010xx is fully loaded

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7. Choose ‘OK’. To go back to the SAP Easy Access menu type /n in the transaction entry field in

the left corner of the screen and choose Enter .

ResultYou have now loaded the handling unit on the preliminary shipment at the customer departure point using the RF transaction (based on scanning).

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4.6 Display Shipment Loading Status

UseIn this step the loading status on the shipment is evaluated.

PrerequisitesThe sales order, outbound delivery and shipments have to be created. The loading activities for the preliminary shipment have to be carried out before performing this step.


SAP Menu Logistics Logistics Execution Transportation Execution Display


2. On the Display Shipment: Initial Screen make the following entries:


Comment



3. Choose Enter to display the shipment document.

Please note that on the screen LSP: Pre.leg by road 10xx Display: Overview the ‘Loading start’ and ‘Loading end’ status are set for the shipment.

4. Now use the button to display the document flow.

Note the overall shipment status:______________________________.

5. Go back to the LSP: Pre.leg by road 10xx Display: Overview screen using Back.

6. Now use the button to display the related handling unit which has been loaded in the previous step.

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7. On the Display of Handling Units for Shipment 00000010xx screen doubleclick on the handling unit and evaluate the ‘System Status’ of the Handling Unit.


Result

You have now evaluated the shipment loading status.

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4.7 Preliminary shipment completion

UseIn this step the shipment completion and start status is set for the preliminary shipment. This is done by the external forwarding agent after the execution of the shipment using a web transaction.




2. On the SAP screen make the following entries:




Confirm Transport Deadline

Select radiobutton

3. Choose Continue.

4. On the SAP screen choose Change <-> Display.

5. Choose Shpmt completion .

6. Choose Shipment start .

7. Choose Save.

8. Choose Return to shipment selection.

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9. To go back to the SAP Easy Access menu type /n in the transaction entry field in the left corner

of the screen and choose Enter .

ResultThe shipment status is set to completion. Also the shipment start status is set. The shipment will now be executed by the external forwarding agent.

At the moment the status ‘Shipment completion’ is set a user-exit will delete the billing block on the corresponding item in the sales order. The sales item is then relevant for billing to the customer. You can have a look at the sales order using transaction code VA03 Display Sales Order (billing block is removed on item 11 for material ISP-LSP-PRELEG).

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4.8 Assign Vehicle to Main Shipment

UseBefore the main shipment is executed a vehicle (truck) is assigned to the shipment.



SAP Menu Logistics Logistics Execution Transportation Transportation Planning Change


2. On the Change Shipment: Initial Screen make the following entries:



10xx Enter the shipment number of the Main Leg

3. Choose Enter to Continue.

4. On the LSP Main leg road 10xx Change: Overview screen use the ‘Means of transport and

packaging material’ button.

5. On the Processing of Handling Units for Shipment 00000010xx screen go to the second tab page (Pack Hus) and make the following entries:

Field name Description User action and values Comments

Packaging Material Specifies the means of packing that can be used to pack and transport goods

ISP-LSP-TRUCK Packing material which is used to assign a truck

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6. Choose to Enter Continue.

7. Select the handling unit you have just created for the truck. Now select the handling unit in the ‘All HUs that can be packed’ section below. If both the truck and the pallets are selected then use the pack button to assign the pallets to the truck.

8. Go to the Ttl content tab page to have a look at the results. The handling unit (pallets) is now assigned to the truck.

9. Doubleclick on the first handling unit (ISP-LSP-TRUCK) and in next screen go to the tab page ‘Means of trnsp. data’. Make here the following entries:


Driver Driver name L.S.P. Driver

Driver's natl. Drivers nationality

DE

Travel time Travel time 7 HR

Distance Distance 775 KM

10. Choose Back (2 times) to return to the LSP Main leg road 10xx Change: Overview screen. Now set the following statuses on the Deadl. Tab page: Check-in Loading start Loading end

11. Use the save button to save your changes.


ResultThe main shipment is now assigned to a truck. The truck is checked in and the shipment loading status has been set to end.

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4.9 Main Shipment Completion

UseIn this step the shipment completion and start status is set for the main shipment.



SAP Menu Logistics Logistics Execution Transportation Execution Lists Shipment Completion List


2. On the screen Shipment List: Shipment Completion make the following entries:



10xx Enter the shipment number of the Main Leg

3. Choose Execute .

4. On the Shipment List: Shipment Completion screen select the shipment by activating the checkbox. Then use the Shipment completion button to update the shipment status.

5. The system now displays the message: Shipment 10xx: Status ‘Shipment completion’ set


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Result

Shipment 10xx: Status ‘Shipment completion’ set

The shipment status is set to completion. The main shipment will now be executed by the internal forwarding agent.

At the moment the status ‘Shipment completion’ is set a user-exit will delete the billing block on the corresponding item in the sales order. The sales item is then relevant for billing to the customer. You can have a look at the sales order using transaction code VA03 Display Sales Order (billing block 02 is removed on item 21 for material ISP-LSP-MAINLEG).

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4.10 Subsequent Shipment unload Start

UseIn this step the unloading activities at the customer destination point will be started. Therefore the shipment unload start status is set for the subsequent shipment. This is done by the external forwarding agent using a web transaction.

PrerequisitesThe sales order, outbound delivery and shipments have to be created before performing this step. All loading activities have to be finished before starting the unload activities. Also the prerequisite steps for running this BPP have to be done before using this transaction.






10xx Enter the shipment number of the Sub Leg


Select radiobutton

3. Choose Continue.

4. On the SAP screen choose Change <-> Display.

5. Choose Loading start .

6. Choose Save.


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ResultThe shipment status is set to Loading start. Unloading activities can now be started for the subsequent shipment.

4.11 Unload Handling Units at Customer

UseIn this step the handling unit (pallets) is unloaded at the customer destination point (ship-to-address).



Transaction code LM01

2. On the RF Menu access screen the transaction using one of the following navigation options:

RF Menu Load Load by Shipment

3. On the Load/Unload by Shipment screen make the following entries:


Comment

Ship Identifies the shipment document

10xx Enter the shipment number of the Sub Leg

Handling unit Identifies the handling unit 112345xxxxxxxxxx SSSC - handling unit number created earlier

4. Choose Enter .

5. The system now displays the message Shipment 00000010xx is fully loaded Confirm this message by choosing OK .

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6. Choose Undo . The handling unit is now unloaded.



Result

You have now unloaded the handling unit on the subsequent shipment at the customer destination point using the RF transaction (based on scanning).

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4.12 Subsequent Shipment Completion

UseIn this step the shipment completion status is set for the subsequent shipment. This is done by the external forwarding agent after executing the shipment using a web transaction.







10xx Enter the shipment numbers of the Sub Leg


Select radiobutton

3. Choose Continue.

4. On the SAP screen choose Change <-> Display

5. Choose Loading end .

6. Choose Shpmt completion .

7. Choose Save.




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ResultThe shipment status is set to Shipment completion.

At the moment the status ‘Shipment completion’ is set a user-exit will delete the billing block on the corresponding item in the sales order. The sales item is then relevant for billing to the customer. You can have a look at the sales order using transaction code VA03 Display Sales Order (billing block 02 is removed on item 31 for material ISP-LSP-SUBLEG).

4.13 Create Billing Document

UseIn this step the billing document is created.

PrerequisitesSales Order LSP Booking was created and the billings blocks in all sub items are removed.


SAP Menu Logistics Sales and Distribution Billing Billing Document Create

Transaction code VF01

2. On the Create Billing Document screen make the following entries:


Document Billing relevant document type Sales Order Number Sales Order created earlier

3. Choose Enter.

4. On the Invoice LSP (YSF2) Create: Overview of Billing Items screen select all items and choose Item Pricing condtn

5. On the Invoice LSP (YSF2) Create: Item Data screen check all prices and go back to the main

screen with

6. Please repeat step 4 to 5 for all other sub items.

7. After checking all conditions please choose Save.

8. The system issues the message Document 90000XXX has been saved

Note the Billing document number :______________________________.


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ResultThe billing document is created and automatically passed on to accounting FI.

4.14 Set Shipment End Status

UseAll shipments (preliminary, main and subsequent) have been executed by the forwarding agents. After the execution of the shipments the shipment end status is set in this step.



SAP Menu Logistics Logistics Execution Transportation Transportation Planning Change


2. On the Change Shipment: Initial Screen make the following entries:




3. Choose Enter to Continue.

4. On the LSP Main leg road 10xx Change: Overview screen use the to set the ‘Shipment end’ status. Choose Save in order to save the changes.

5. Repeat the steps 2 – 5 above in order to set the shipment end status for the main and subsequent shipments.


Result

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All shipments now have the shipment end status. The next step is creating shipment cost documents.

4.15 Post Costs for Customs Processing

UseThe effort that the logistics service provider has when dealing with the customs activities has to be taken care of in accounting. Therefore, the corresponding costs are allocated from the customs cost center (i.e., the cost center which executes the customs processing) to the sales order item which is relevant to customs. The amount allocated does not depend on any characteristics of the transport except the fact, that a border crossing is involved, so if it is allocated, the amount is always the same (50 EUR).

PrerequisitesCheck whether your sales order is relevant to customs processing. To do so, display your sales order in transaction VA03, double-click the item number of the main-leg-item and then choose Conditions tab page on the following screen. If condition type VA00 is listed in the Pricing Elements screen area, the sales order is relevant to customs processing.

Procedure

1. Access the transaction choosing one of the following navigation options:

SAP menu Accounting Controlling Cost Center Accounting Actual Postings Manual Reposting of Costs Enter

Transaction code KB11N

2. On the Enter Manual Repostings of Primary Costs screen, make the following entries:

Field name Description User actions and values Comment

Scrn variant All

Input Type Individual Entry

Document date Current date

Posting date Current date

Period Proposed automatically

Document text Allocation Customs Processing

Cost element 943520

Amount 50

Cost center DE1202 In the Old acct assignment screen area

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Sales Order Your Sales order number in left field, number of main leg item in right field

In the New acct assignment screen area

3. Choose Enter.

4. Choose Post.

ResultThe costs for customs processing have now been allocated from the cost center to the sales order.

4.16 Create Shipment Cost Documents

UseThe execution of all shipments has ended. Before running the settlement first the shipment cost documents have to be created to calculate the actual shipment costs for each shipment.

PrerequisitesThe sales order, outbound delivery and shipments have to be created before performing this step. The shipment status has to be set to end.


SAP Menu Logistics Logistics Execution Transportation Shipment Costs Create Collective Processing

Transaction code VI04

2. On the Shipment List: Create shipment costs screen make the following entries:



10xx to 10xx Enter the shipment number of the Pre Leg, Main Leg & Sub Leg

3. Choose Execute or F8 to run the selection of shipments (preliminary, main & subsequent).

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4. On the Shipment List: Create shipment costs screen select all shipments using the button .

5. Now choose Execute or F8 to create the shipment cost documents for the shipments.

6. Choose the log to have a look at the results.

7. Expand the Collective run for shipment costs (Create) log.

Note the shipment cost document number (pre leg) :________________________.

Note the shipment cost document number (main leg) :________________________.

Note the shipment cost document number (sub leg) :________________________.


ResultA shipment cost document has now been created for all shipments. The actual shipment costs are calculated and the shipments are ready for settlement to the Forwarding Agent.

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4.17 Freight Cost Settlement

UseThe shipment costs computed in the previous step now have to be settled, i.e. transferred to the sales order item.

PrerequisitesShipment has to be executed and shipment status has to be set to ‘Shipment end’. Shipment cost documents must have been created.

ProcedureMain leg

1. Access the transaction using one of the following navigation options:

Transaction code YFAC

2. On the Freight Cost Settlement screen make the following entries:


Shipment Number

Identifies the shipment document 10xx Enter the shipment number of the Main Leg

3. The main leg was executed by the internal Forwarding Agent (LSP-20000). Therefore the actual shipment costs will be settled to an internal Cost Element.

Choose F8 or Execute or use the button to process the shipment.

4. Confirm the pop-up screen Internal Forwarding Agent where the actual shipment costs are displayed by choosing .

5. On the Enter Manual Repostings of Primary Costs screen, make the following entries:


Document date Document date xx.xx.xxxx Current date

Posting date Posting date xx.xx.xxxx Current date

Period Period xx Current period

Document text Document header text Internal Shipment Settlement <shipment number main leg>

Use the shipment number of the Main Leg

Scrn variant Adjusts the entry screen for manual actual postings in Controlling (CO) to your individual requirements

All Select the ‘All’ variant

Input Type Used to distinguish the entry Individual Entry Select the

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status for actual postings.You can choose between individual entry and list entry

‘Individual Entry’ variant

Document item

Cost Element Items in a chart of accounts that are relevant to cost, are referred to as cost elements. They are used for entering all costs within the entire cost accounting system

943510 INT.ALLOC:FREIGHT CO

Amount 144,00 Actual shipment costs of the Main Leg

Old account assignment

Order Internal order 650001

New account assignment

Sales Order Number of the sales order Number of sales order left and sales item right (item number is 21: Main Leg)

6. Choose Enter.

7. Choose Post.

8. Note the CO posting document number :________________________.

Pre leg9. On the Freight Cost Settlement screen make the following entries:


Shipment Number

Identifies the shipment document 10xx Enter the shipment number of the Pre Leg

10. The pre leg was executed by the external Forwarding Agent (LSP-10000). Therefore the actual shipment costs will be settled externally to this forwarding agent.


11. The Change Shipment Costs screen appears and display the shipment cost document which is linked to the preliminary shipment. Choose Enter or to continue.

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12. On the LSP: pre leg Change – Overview: Freight Cost Items screen select the item by using the

Select All button. Now choose Display item details .

13. On next screen use the Account Assignment button to go to the Account Assignment screen. Now enter the following details:


Sales document

The number that uniquely identifies the sales document

xxxx Enter the sales order number

Item The number that uniquely identifies the item in the sales document

11 Enter the sales order item number of the Pre Leg (11)

14. Choose Enter and use the button to return to the LSP: pre leg Change – Overview: Freight Cost Items screen. Now go to the Settlement tab page and activate the Transfer checkbox:


Transfer This indicator specifies whether the shipment cost item is to be forwarded.

Only fully costed and fully account assigned shipment cost items can be forwarded. Forwarding is carried out when the shipment cost document is saved

Activate the checkbox

15. Choose Save in order to save the shipment cost document and forward the shipment costs.

Sub leg

16. On the Freight Cost Settlement screen make the following entries:


Shipment Number

Identifies the shipment document 10xx Enter the shipment number of the Sub Leg

17. The sub leg was executed by the external Forwarding Agent (LSP-10000). Therefore the actual shipment costs will be settled externally to this forwarding agent.


18. The Change Shipment Costs screen appears and display the shipment cost document which is linked to the subsequent shipment. Choose Enter or to continue.

19. On the LSP: pre leg Change – Overview: Freight Cost Items screen select the item by using the

Select All button. Now click the Display item details button .

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20. On next screen use the Account Assignment button to go to the Account Assignment screen. Now enter the following details:


Sales document

The number that uniquely identifies the sales document

xxxx Enter the sales order number

Item The number that uniquely identifies the item in the sales document

31 Enter the sales order item number of the Sub Leg (31)

21. Choose Enter and use the button to return to the LSP: pre leg Change – Overview: Freight Cost Items screen.

22. Now go to the Settlement tab page and activate the Transfer checkbox:


Transfer This indicator specifies whether the shipment cost item is to be forwarded.

Only fully costed and fully account assigned shipment cost items can be forwarded. Forwarding is carried out when the shipment cost document is saved

Activate the checkbox

23. Choose Save in order to save the shipment cost document and forward the shipment costs.


ResultAll shipment costs (preliminary, main & subsequent) have now been transferred to the corresponding sales order items.

4.18 Display Shipment Cost Settlement (internal agent)

UseIn this step the shipment cost settlement for the internal forwarding agent is displayed.

PrerequisitesThe shipment cost settlement in the previous step has to be executed.

Procedure

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1. Access the transaction using one of the following navigation options:

SAP Menu Logistics -> Sales and Distribution -> Sales -> Product Cost by Sales Order -> Actual Postings -> Manual Reposting of Costs -> Display

Transaction code KB13N

2. On the Display Manual Repostings of Primary Cost screen make the following entries:


DocumentNo. Key used to access a cost accounting document (such as a reposting of costs)

2xxxxxxxx Enter the CO document number (step 8 from previous chapter)

3. Choose Enter.

4. Analyze the document and make sure the costs are posted against the right sales order item (21: LSP Hauptlauf LKW).


ResultYou have now checked and analyzed the shipment cost settlement related to the internal forwarding agent (LSP-20000).

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4.19 Display Shipment Cost Settlement (external agent)

UseIn this step the shipment settlement results for the external Forwarding Agent will be displayed. This picture shows an overview of the Shipment Cost Settlement process:

The settlement of shipment costs with the service agent is carried out per shipment cost item. Settlement includes:

Assignment and forwarding of the shipment costs to FI and cost accounting for creation of accruals and posting of payables.

Automatic settlement using the self-billing procedure or manual settlement with the transportation service agent.

PrerequisitesThe shipments have to be settled. A shipment cost document is created. The shipment cost document must have the following statuses:Calculated: C - Fully calculatedAssigned: C - Account assignment fully completedTransferred: C - Fully transferred

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SAP Menu Logistics Logistics Execution Transportation Shipment Costs Lists and Logs Settlement List

Transaction code VI12

2. On the List Shipment Costs: Settlement screen make the following entries:



10xx to 10xx Enter the shipment number of the Pre Leg and the Sub Leg (in the W.ref.to section)


4. On the List Shipment Costs: Settlement screen mark the checkbox of the first line and choose

in order to display the Shipment Cost document related to the preliminary shipment.

Note the status of calculation :______________________________.

Note the status of account determination :______________________________.

Note the status of transfer :______________________________.

In the Desc. ref. column you see the shipment number to which this shipment cost document refers to. You can also see the Service agent and the Net value of the shipment costs. The net value should be the same as value for the YBF0 condition on item 11 ISP-LSP-PRELEG in the sales order.

5. Choose Back to return to the List Shipment Costs: Settlement screen.

6. Optional: On the List Shipment Costs: Settlement screen mark the checkbox of the second line

and choose in order to display the Shipment Cost document related to the subsequent shipment. Choose Back to return to the List Shipment Costs: Settlement screen.

7. Place the cursor on the shipment cost item of the first line (ShptCstNo.). Then choose to display the Purchase Order for the external Forwarding Agent which was

automatically generated during the settlement process.

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8. Choose to have a look at the Purchase Order item details. Now go to the Purchase Order History tab page. Here you can see the Service Entry Sheets which have been generated by the system. Optional: you can click on a document number to display the Service Entry Sheets in more detail.

9. Choose Back to return to the Standard PO 45xxxxxxxx screen.

10. Note the purchase order number :______________________________.


ResultYou have now analyzed the Shipment Cost Settlement process for the preliminary and subsequent shipments which are executed by external Forwarding Agent.

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4.20 Freight invoice check

UseIn this step the freight invoice that you have received from the Forwarding Agent is checked (against the Purchase Order and Service Entry Sheets) and posted manually.

PrerequisitesThe shipments have to be settled and fully transferred to Accounting. The Purchase Order and Service Entry Sheets have to be generated by the system.


SAP Menu Logistics Logistics Execution Transportation Shipment Costs Freight Invoice Check Logistics Invoice Verification Document Entry Enter Invoice

Transaction code MIRO

2. On the Enter Incoming Invoice: Company Code BP01 screen make the following entries:


Invoice date Specifies the issue date of the original document

xx.xx.xxxx Enter the current date

Reference The reference document number can contain the document number of the business partner, but a different entry can also be made

20075258 Vendor invoice number

Amount Line item amount in document currency

290,79

Calculate tax If you select this field, the system calculates the taxes automatically during

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simulation or posting

Tax amount Taxes on sales/purchases amount in document currency

Calculated by the system

Reference Document Category

Specifies the document category to which the invoice refers

Transportation Service Agent

Select ‘Transportation Service Agent’ in the drop down list on the PO reference tab page

Vendor Displays the number and name of the vendor

LSP-10000

3. Now choose Enter to confirm your entries.

4. On the Enter Incoming Invoice: Company Code BP01 pop-up screen make the following entries:



10xx to 10xx Enter the shipment number for the Pre Leg and Sub Leg


6. The Purchase Order items are now adopted. Choose to simulate the posting.

7. Check in the Simulate Document in EUR screen if the accounting document is in balance (Bal.

0,00). Choose to return to the Enter Incoming Invoice: Company Code BP01 screen.

8. If the Document Balance equals 0,00 EUR and the balance status is you can post

the invoice using the button.


ResultYou have now manually posted the freight invoice from the Forwarding Agent. It’s also possible to use the self-billing procedure. The self-billing procedure allows you to settle shipment costs without needing to receive an invoice. In addition to the option of receiving an invoice from the service agent for the transportation services rendered, you can also have the service agent create a credit memo. In this case, the shipment costs calculated are forwarded directly to FI. The payment is then checked by the payee.

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Whether or not this self-billing procedure is used depends upon the agreement with the service agent. The advantages of this procedure are:- Faster and more efficient completion of the business transaction.- Fewer price deviations in the invoice check.

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5 Reporting & Results Analysis

5.1 Plan-actual Analysis on Sales Order Item

UseReview the costs and revenues that have incurred on the order.


SAP menu Accounting Controlling Product Cost Controlling Cost Object Controlling Product Cost by Sales Order Information System Reports for Product Cost by Sales Order Detailed Reports For Sales Order

Transaction code KKBC_KUN

2. On the Analyze Sales Order: Planned/Actual - Comparison screen, make the following entries:


Comment

Sales Order Number of sales order for which the report will be executed


Item Number of relevant sales document item

e.g. 11 Check all items of Sales Order

Cumulated Key for indicating all accumulated figures to date

Accept default selection

Period From/To Period to be covered by report Accept default values of current period

3. Choose Execute. Note the values displayed in the report.

4. Exit the Plan/Actual Comparison screen by choosing and return to the SAP Easy Access menu.

5. Repeat step 4 and 5 for all other sub items.


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5.2 Results Analysis for Sales Order

UseThe results analysis accrues cost and revenues on the sales order at the end of an accounting period.

PrerequisitesResults analysis is usually performed in the course of period-end closing activities.


SAP menu Logistics Sales and Distribution Sales Product Cost by Sales Order Period-End Closing Single Functions Results Analysis Execute Individual Processing

Transaction code KKA3

2. On the Results Analysis for Sales Order screen, make the following entries:


Comment

Sales Order

Number of sales document for results analysis


Item Number of document item for results analysis

e.g. 11

Period Relevant period for results analysis

Current period Current month

Fiscal Year Relevant fiscal year for results analysis

Current fiscal year

RA version Procedure by which results analysis is to be executed

0 Results Analysis Version

Full Log Full Log Select

3. Choose Execute.

4. Choose Save twice.

5. Repeat step 2 to 4 for all other sub items.


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5.3 Setting the Sales Order to PA

UseThe settlement process moves all revenues and costs from the sales order to a profitability analysis.

PrerequisitesSettlement can occur on a periodic basis during the life of a sales order and/or upon completion of all work. Results analysis has to be performed prior to settlement.


SAP menu Logistics Sales and Distribution Sales Order Subsequent Functions Settlement

Transaction code VA88

2. The first time you access this transaction, the system displays the Set Controlling Area dialog box. Enter BP01 in the Controlling Area field and choose Enter.

3. On the Actual Settlement: Sales Orders screen, make the following entries:


Comment

Sales Document

Number of sales document to be settled


Item Number of document item to be settled

e.g. 11

Settlement Period

Period to be settled Current period

Fiscal Year Year to be settled Current year

Test Run Key for simulation Deselect

1. Choose Execute. Note the results on the subsequent screen Actual Settlement: Sales Documents Basic List.


3. Repeat step 3 to 6 for all items of your sales order.


ResultYou have successfully settled the sales order’s accrued revenues and costs to profitability analysis.

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5.4 Execute CO-PA Reports

UseExecute the reports to analyze the actual profitability of your sales orders and to get an overview over what revenues and costs your company expects based on the incoming sales orders.

Procedure1. Access the activity using the following navigation option:

Transaction code KE30

2. Running the transaction at first time please enter the operating concern BPDE in the pop-up.

3. On the Run Profitability Report: Initial screen, double-click on report LSP-PROF or LSP-INCSO.

4. On the Selection screen, enter section criteria as desired, e.g.:

Field name User action and values Comment

Sales Organization BP01

All other fields Leave blank

5. Select Output Type as desired, e.g. Graphical Report Output.

6. Choose Execute.

7. If a warning dialog box appears, confirm.


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