Unplanned Delivery Costs

Unplanned Delivery Costs

Use

Unplanned delivery costs were not agreed in the purchase order and are not entered until the invoice is received.

You can enter them in the invoice document alongside the costs incurred. There are two ways to post them.

Prerequisites

In Customizing for Invoice Verification, you can define whether unplanned delivery costs are:

(Invoice Verification ® Incoming Invoice ® Configure How Unplanned Delivery Costs Are Posted)

Split up among the items when the document is posted
Posted to a separate G/L account

In Customizing for Invoice Verification, you can configure which tax codes the system should suggest for the G/L account: Invoice Verification ® Incoming Invoice ® Maintain Default Values for Tax Codes

Features

Distributing Unplanned Delivery Costs Among Items in the Invoice

In this case, the system splits up the unplanned delivery costs automatically in the ratio of the value invoiced so far to the current value of the invoice items.

Example: Distributing Unplanned Delivery Costs

When the invoice is posted, the system automatically adds the share of delivery costs on to the item amounts.

If you want to allocate the delivery costs differently, you enter them as a price variance or as a subsequent debit. This could lead to the system blocking the invoice for payment.

Posting Unplanned Delivery Costs to a Separate G/L Account

The system posts unplanned delivery costs to a separate G/L account. The unplanned delivery costs do not therefore debit stock accounts or account assignment objects.

Miscellaneous Provisions

Alongside the planned delivery costs, the buyer can make miscellaneous provisions, for example, for freight costs. These provisions are automatically posted to a G/L account at goods receipt in the same way as planned delivery costs. However, you cannot reference the miscellaneous provisions when entering the invoice. You must post invoices for these costs as unplanned delivery costs. You must maintain the following settings in Customizing for Purchasing: Conditions ® Define Price Determination Process ® Define Condition Types ® On the detail screen, save condition type MAR1 with condition category B.

Purchase Order History

You cannot differentiate between unplanned distributed delivery costs and price variances in the purchase order history.

The system does not display unplanned delivery costs that were posted to a separate G/L account in the purchase order history.

The system does not check the maximum amount of the prices for unplanned delivery costs.

Activities

You have received an invoice for unplanned delivery costs:

1. From the Logistics Invoice Verification screen, choose Document entry ® Enter invoice.

2. Enter data as required. Then enter the purchasing documents to which the unplanned delivery costs refer in the Allocation screen box and select the field Goods/services.

3. Enter the amount in the Unpl. del. csts field and the tax code, if necessary.

4. Choose Goto ® Item list.

The item list appears.

5. On the item list, check whether the selected items match those in the invoice. Change the selections if necessary.

6. Choose Invoice document ® Simulate. You can check which accounts the system distributes the delivery costs to.

7. Save your entries.

Entering Unplanned Delivery Costs Subsequently

You are on the item list for the incoming invoice and want to enter subsequent unplanned delivery costs or correct them.

Choose Goto ® Document header, and enter the unplanned delivery costs.