Hay una serie de interesantísimos documentos en el sitio oficial de SAP que explican cómo configurar LE-TRA para la parte de viajes y documentos de costos. Me ha parecido muy importante también tomar las partes más relevantes de esos documentos, e inmortalizarlas en este artículo por las dudas de que SAP los elimine o los publique de forma privada, por ahí SAP sabe hacer eso con documentos que explican en detalle pasos de configuración SPRO / IMG.
Recuerda que en nuestro foro hay debates sobre #LE-TRA, si tienes la suerte de trabajar con esta parte de la logística de transportes en SAP, ya sabes a dónde juntarte con otras personas que están en la misma "onda" que tú. =)
Documentos de SAP
I. Transportation – Shipment ➔ https://blogs.sap.com/?p=146735
II. Transportation – Shipment Cost Document ➔ https://blogs.sap.com/?p=146738
III. Transportation – Shipment Cost Document (Cont.) ➔ https://blogs.sap.com/?p=146740
Contenido de cada uno
Transportation – Shipment
- 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
Transportation – Shipment Cost Document (part I)
- 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
Transportation – Shipment Cost Document (part II)
- 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
- 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
¿Es ésto lo que buscabas?Empecemos...
O... quizás te interesen estos conocimientos de tu interés:
Transportation – Shipment
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)..
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
TCP is the place where goods are received, issued, re-shipped or processed. Those processes can include activities like customs clearance or railway car cleaning, railway station for example. For each TCP, you can define the type (for example: load transfer point, airport or border), who is the responsible customs office, calendar and stopover time. You can also refer it to a plant or shipping point, a customer or vendor or to an address.
It is where you will specify all the regions that you plan to cover with your routes. The routes will be from a departure zone to a destination zone.
There are three kinds of transportation zones:
- Direct zone > Can be allocated to explicit locations
- Postal code zone > Contains all locations corresponding to the valid postal code areas of a particular country
- Region zone > is defined by entering a country and region, and contains all locations in that region
You can also specify the zones for each of your shipping points here:
The transportation group specify the materials that will have similar requirements for transportation. For example, you can group products that are bulk or non-bulk, Pallet or Box and etc. You assign those groups in Material Master Records.
If the weight of the delivery plays a role in route determination, you can set up weight strategy here.
First you need to define the routes, doing the following steps:
- List the routes that are relevant to your process/company.
- Create the routes
- If necessary/required, inform additional data to the route, which can be:
- Shipping type > You can assign a shipping type to the route, to the preliminary leg, and to the subsequent leg.
- Transportation service agent
- Transit time
- Transit planning lead time
- Factory calendar, work time
- Driving time (transit time minus breaks, distance)
- You can assign a mode of transport to the routes for processing export activities.
You can process stages for several routes at the same time. So, instead doing it one by one, use the transaction or path below to maintain it in a more efficient way.
- Country and departure zone (Shipping Point address)
- Country and destination zone (ship-to party address)
- Shipping condition (It is informed in the Sales Order and carried over to the subsequent documents)
- Transportation group (from the material master)
In the deliveries routes determination, you can also add weight groups to the list of controlling factors, if you are using weight as a criteria for routes determination, which is optional as explained more above.
Before configuring shipment documents, it is necessary to select the relevance to transportation.
The shipment types are related to the different ways of transporting and processing products, either from sales or stock transfer orders and etc. There are even situations where a Shipment Type for "Inbound" processing is required, for goods coming in.There are 3 distinct transportation categories:
- The Individual shipment when one or more delivery documents are assigned and transported by a single transport mode from a departure point to a destination point.
- The Collective shipment where one or multiple deliveries are transported by one single transport mode from one or more departure points to one or more destination points.
- The Multi-modal shipment when deliveries are transported by several different transport modes between one or more departure points and one or more destination points.
Here you create "Date Rules". They are used to determine what are the dates to be taken in consideration when a shipment is created, to the Pricing Date, Settlement Date. Since you may have different Shipment Item Types (Item Categories), they may have different rules to the dates, if so, you can create different rules here and assign them to the Shipment Item Type.The dates will come from Shipment's deadlines dates (either actual or planned dates).
Here is where you will inform the tariff zones along with their respective postal codes areas assigning to the tariff zones for each transportation planning point. You can use the Tariff Zones in the shipment cost calculation, based on a region (defined by a set of Postal Codes) assigned to a given Freight Agent.
The profiles are very useful to calculate shipment cost document during the sales order creation to allow have an estimated freight amount.
In many businesses situations, it is common to have different needs for settlement procedures to the shipments. To handle those different needs, you can create different Shipment Types and assign them to their respective shipment types.
The Item Categories (shipment cost item types) contains settings for calculation and settlement of a shipment's stage/leg.
Cost Documment - Part II
Here you will define the Shipping type procedure group which is associated to the Shipping Type (represented mostly as the Mode of Transport). The shipping type procedure group is important to determine the pricing procedure automatically that will be used to calculate freight when shipment cost document is created.
When you create a Shipment Item Type (Item Categories), you have to assign an item procedure group. Here is where you create those item procedure groups, which are also used to pricing procedure automatic determination.
This is one additional element that you can use in Pricing's automatically determination. The Service agent procedure group, as you can imagine, is informed in the Freight Agent Vendor Master in the control tab (XK01).
To those are familiar with the Pricing Procedure concept (in Sales Order and Purchase Orders for example), the Shipment pricing procedure is the same as the standard pricing procedure and uses Conditions and Access Sequence to retrieve the data from condition records (entered for example via TK11).
Based on the combination of Item Category Determination group, Service Agent Procedure Group, Shipping Type Procedure Group you can have the pricing procedure automatically determined in the Shipment Cost Document. It is not possible to manually enter a procedure in the Shipment Cost.
The condition type needs to be "E" if you want to calculate the freight based on net weight or D for Gross Weight based on Delivery's weight.
As the Settlement triggers in most of the cases a Purchase Order and Service Entry Sheet creation, it is necessary to maintain some assignments, such as Purchase Organization, Purchase Group and Plant to a given Transportation Planning Point and Shipment Type.
The account determination is based on valuation area and company codes. This is in most of the companies a FI job, not SD. For this reason, I will show it high level only.
Here is where you create and assign valuation classes. The valuation class is assigned when you do the assignments of Shipment Type and Item Category (explained here previously).
From the Transaction "GBB" and combination of General Modification key "VBR" and valuation class the G/L account is determined for the posting to the freight accounts.
When the shipment cost document is created, the G/L account is pulled in based on configuration above, including valuation class. But how is the cost center assigned in the document? Remember that I said that even if you don't use the cost center as primary account assignment, it is still used to post statistically.
So, based on the configuration below, the Cost Center is going to be pulled to the document and used in the accounting posting (accrual).
Here you maintain the rates agreed with the Freight Agent. This step is required in order to capture the cost / freight calculation automatically when the Shipment Cost Document is created.
- V54B0001 Shipment Costing: Configure pricing
- V54B0003 Shipment Costs Calculation: Determine Rate Type and Currency
- V54B0004 Shipment Costs Calculation: Determine Status
- V54C0001 Shipment Costing: Description(s) shipment cost item(s)
- V54C0002 Shipment Costing: Create shipment cost sub-items
- V54C0003 Shipment Costs Processing: Determine Invoicing Party
- V54C0004 Shipment Costs Processing: Determine Loc. for Tax Invoice
- V54D0001 Shipment Costing: Determining the Tax Countries
- V54KSFRC Determining the factors for apportionment of shipment costs
- V54P0001 Extended Function Codes for Shipment Cost Information
- V54U0001 Shipment Cost processing: Check whether changes made
- V54U0002 Check shipment costs for completion
- V54U0003 Specification of shipment cost number
- V54U0004 Formatting for update of new objects (shipment costs)
- V54U0005 Updating new objects in shipment cost processing
- V54U0006 Shipment Purchase Order – Header Data Supply
- V54U0007 Shipment Purchase Order – Item Data Supply
- BADI_SCD_ACCTG Call During Shipment Cost Account Assignment
- BADI_SCD_CREATE When Generating a Shipment Costs Document
- BADI_SCD_CREATE_CHCK For Checks When Creating a Shipment Costs Document
- BADI_SCD_PO_SELECT Call for the Purchase Order Item Determination
- BADI_SCD_PROCESS_CHK For Checks During Shipment Costs Processing
- BADI_SCD_SAVE When Saving Shipment Costs Documents
- BADI_SCD_TRANSFER For Transferring Shipment Cost Items
PD: Sin lugar a dudas es un post muy largo, pero si te gustó por favor compartilo en las redes!