Final Maintenance for Completing Tours 

Use

You implement this process to:

·        Document specific transactions for different tours

·        Enter all relevant data for a tour (Tour Data Entry)

·        Finish off tour maintenance (Settlement Cockpit)

In the final settlement run (Settlement Cockpit), the system creates documents and billing documents and makes postings in SAP FI. After the final settlement you can display the settlement document, the application log and the document flow. The system displays the processing status of the tour in the settlement document. The system displays error messages and their causes, as well as success messages in the application log.

Prerequisites

·        Deliveries and shipments exist in and are planned in the system.

·        To be able to use Route Accounting, the EA-SCM enhancement must be switched on and the Direct Store Delivery component must be activated in Customizing.

Process Flow

The Route Accounting process begins after output control and ends once all the tour transactions have been posted.

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       1.      The system displays the master data and transaction data necessary for a tour in lists, documents or in IDocs. Drivers receive their documents and begin their tours.

       2.      When you perform a check-out, the controller confirms the results of the check-out (material stock and cash amounts) when the tour begins from the distribution center or plant.

       3.      During the tour the driver enters all relevant data:

¡        Specific tour data: For example, expenses resulting from refueling the vehicle, time spent in traffic jams, breaks and kilometers driven.

¡        Specific customer visit data: For example, delivery completed, orders, returns, empties, invoices, waiting times, time to unload and receipts.

       4.      At the end of the tour, the driver goes back to the distribution center or plant.

       5.      When you carry out a check-in, the controller confirms the results of the check-in (material stock and cash amounts) when the driver arrives at the plant site.

       6.      The driver hands the documents into the settlement office:

¡        Papers issued before the start of the tour, which the driver may have made manual changes or additions to

¡        New documents (for example, new orders)

¡        Check-in /check-out papers

       7.      In Tour Data Entry, you select the visit lists or shipments to be processed and enter the tour data added by the driver in the system.

       8.      In the Settlement Cockpit you check and maintain the data.

       9.      The system determines material differences and differences in means of payment, based on the results from check-outs and check-ins.

   10.      You save the settlement document. After this, data can no longer be changed (exception is collection assignment).

   11.      You perform a final settlement run. The system creates documents and billing documents and makes postings in SAP FI.

   12.      You can call the documents in the document flow. The system displays error messages and their causes, as well as success messages in the application log. In the settlement document you can display different statuses and differences for materials and means of payment.

Result

The tour is completed in the system.