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Function documentationRate Definition and Maintenance

 

You define rate tables and maintain rates as a prerequisite for charge calculation. If the rates for each charge item are not fixed or are calculated using a Business Add-In (BAdI) or BRFplus (Business Rule Framework plus), charge calculation requires rates for every SAP Transportation Management (SAP TM) object, such as forwarding order or freight order. For more information, see Rate.

You can use this function to define and maintain rates directly in SAP TM or to upload and download them from Microsoft Excel or a similar XML-enabled Application Programming Interface (API). Once you define the rate table, you can then maintain the rate values in the rate table.

Note Note

You can use TACT rates for calculating air freight charges (see TACT Rates).

End of the note.

Integration

Rate maintenance is a step in the process to set up master data in the Charge Management and Service Product Catalogs component and is integrated with agreements, calculation sheets, and scales. For more information, see Setup of MD for Charge Management and SP Catalogs.

You can use the master data cockpit to access an overview of the charge management master data per organizational unit, business partner, and charge type. The system also shows the relationship between the different types of charge management master data. For more information, see Master Data Cockpit.

Prerequisites

You have made the following settings in Customizing for Transportation Management under   Basic Functions  Charge Calculation  :

  •   Data Source Binding for Charge Calculation  Define Calculation Bases  

  •   Data Source Binding for Charge Calculation  Define Resolution Bases  

  •   Basic Settings for Charge Calculation  Number Range Intervals  Assign No. Ranges to Calc. Sheets, Rate Tables, & Scales  

Features

  • Templates

    You can use a template to create a rate table with predefined scales, calculation rules, and validity dates. You can define master data templates in SAP NetWeaver Business Client. You can define Customizing templates in Customizing for Transportation Management under   Basic Functions  Charge Calculation  Basic Settings for Charge Calculation  Templates  Define Rate Table Templates  .

  • Rate and scale maintenance in Microsoft Excel

    You can maintain a large rate table, with or without scale items, using Microsoft Excel. You can enter the rates and scales into a Microsoft Excel file and upload the file to your SAP TM system. Alternatively, you can define an empty reference rate table with validity periods in SAP TM and download it to Microsoft Excel. You can then maintain the rate table in the Microsoft Excel file and upload it to your SAP TM system.

    You can choose to download a rate table to Microsoft Excel in one of the following ways:

    • Rates for all validity periods in the rate table (scale ranges not included)

    • Rates for one validity period and selected scale ranges

    • Rates for multiple validity periods (scale ranges not included)

    You can also choose to download the rate table in the background and be notified by e-mail when the download to the application server path is complete (see Background Download of Rate Tables).

    You can view non-numeric scale items in the downloaded excel.

    You can choose to upload all the rates and scale items of a rate table from Microsoft Excel to SAP TM.

  • Mass creation of rates tables using Microsoft Excel

    You can create multiple rate tables in Microsoft Excel using rate table templates and upload them to SAP TM. You use the Mass Creation of Rate Tables (/SCMTMS/TCC_RATE_MASS_CREATE) report to download the Microsoft Excel template in which you enter the new rate table details and to upload the new rate table details to SAP TM. In the Microsoft Excel template, you can specify the following for each row in the Microsoft Excel:

    • The way you want the name of the rate tables to be generated, that is, by the system, by using the rate table template name, or by using a rate table name that you provide

      The system adds a number to the end of the name of each rate table to avoid any duplication. Note that if you specify that you want to provide a rate table name, you must enter the rate table name in the Rate Table column.

    • The rate table template on which to base the rate tables

      You must specify the rate table template for the system to be able to create the rate tables.

    • The quantity of rate tables

      The system creates 1 rate table if you do not enter a quantity.

    The system provides you with a list of the created rate tables and also of those that were not created successfully.

  • Rate determination with partial information

    The system can determine the correct rate even when relevant information is missing from the forwarding order, freight order, or rate table. For more information, see Rate Determination with Partial Information.

  • Rate determination with scales of different dimensions

    The system can determine the correct rate even when you maintain a rate table with scales that contain different dimensions. For more information, see Rate Determination with Scales of Different Dimensions.

  • Charge types

    A charge type classifies a calculation sheet line item to determine how the system calculates the transportation charges for the calculation sheet line item. For example, a charge type can classify the following for a calculation sheet line item:

    • Whether a calculation sheet line item can be a positive or a negative value

    • Whether a calculation sheet line item can be an absolute value or a percentage value

    • Whether you can set the type of value each time you assign a charge type to a calculation sheet line item

    • Whether the calculation sheet line item has a default calculation base

    • Whether a calculation sheet line item is a leading charge and so must have a value for the system to be able to calculate the charges

    You can allow multiple charge types in a rate table if you want to avoid defining numerous similar rate tables or if you want to use the rate table for multiple calculation sheet line items. If you want to use a rate table for multiple calculation sheet line items, the charge type of the dimension in the rate table and calculation sheet line item must match. Note that if you allow multiple charge types, you cannot specify a charge type at the header level of the rate table.

    Note Note

    If you allow multiple charge types, you must adhere to the following guidelines when defining the rate table:

    • One dimension must have the Multiple Charge Type (MULT_CHRG_TYP) calculation base.

    • All charge types must have the same value type (absolute, percentage, or decided when assigning the charge type).

    You define charge types in Customizing for Transportation Management under   Basic Functions  Charge Calculation  Basic Settings for Charge Calculation  Define Charge Types  .

    End of the note.
  • Rate categories

    You can specify the rate category of a rate table to facilitate the calculation of air freight charges. Once you specify the charge type for a rate table, you can specify the rate category. The rate category affects the scale items you should have in the rate table. The rate categories available are:

    • Unit load device (ULD)

      If you define a rate table as a ULD rate category, you must define a scale with a weight-based calculation base. Once you define a weight-based scale item, you can choose the Maintain Scale Items button to automatically create /A or /B scale items of rate class E (extension rate) and U (ULD rate).

      For weight-based scale items, you can choose a ULD charge code type of /A or /B. For ULD charge code types of /A and /B, the system automatically applies the following settings:

      • Rate class U (ULD rate) for pivot weights

      • Rate class E (extension rate) for over-pivot weights

      • Rate class is E for all other scale items

      If you choose ULD charge code type /A, the system applies charge code /A and /C for all scale items. If you choose charge code type /B, the system applies charge code /B and /C for all scale items. If you choose a column rate table view type, the system automatically defaults to a charge code type of /A. If you choose a rate table view type of Column, you use the Maintain Scale Items button to create scale items. If you choose the list view, the system uses the ULD charge code types you specify in   General Data  Charge Type Settings   for all scale items.

      When creating the scale items for weight-based scales in a ULD rate table, you can create multiple pivot weights for the ULD rate types. You can then use different pivot weights when required, for example, for different origin and destination location pairs, days of the week, or flight codes.

      Note Note

      Scale items with ULD charge code /A are rates per kg based on the minimum pivot weight per the International Air Transport Association (IATA) ULD rating type. ULD charge code /A represents a relative rate against the scale item combination.

      Scale items with ULD charge code /B are minimum flat charges per the IATA ULD rating type with a chargeable weight up to the first defined weight break. ULD charge code /B represents an absolute amount against the scale item combination.

      End of the note.
    • Specific commodity rate (SCR)

      If you define a rate table as an SCR rate category, you must define a scale with the COMMODITY_CODE calculation base and a commodity code type, and a scale with a weight-based calculation base. The rate class S is associated with the scale items of an SCR rate table.

    • General cargo rate (GCR) – M, N, & Q

      If you define a rate table as a GCR – M, N, & Q rate category, you must define a scale with a weight-based calculation base and ensure it is mandatory to maintain a minimum value for the calculated rate. Once you define a weight-based scale item, you can choose the Maintain Scale Items button to automatically create multiple scale items of rate class N (normal rate) and one scale item of rate class Q (quantity rate).

    For more information, see Charge Management Settings for Air Freight.

  • Scales

    You can create scales on the Scales tab page of a rate table, for example:

    • You can enter a calculation base, scale type, and unit of measure.

    • You can enter a scale template and calculation base.

    The system creates the scale when you choose the Create Scale button. You can also select existing reference scales (see Scale).

    Note Note

    If you copy a rate table, the system copies the scales that you created from within the rate table or that you referenced in the rate table. If you delete a rate table, the system deletes the scales that you created from within the rate table. However the system does not delete the scales that you referenced in the rate table.

    End of the note.

    You can also allow a scale item with no value to a scale. When calculating the charges, the system uses the scale item with no value if no scale items match the value of the scale item connected to the calculation base in the freight order or forwarding order or if the calculation base has no value.

  • Scale items

    You can maintain scale items directly in a rate table, for example:

    • In the Rates table, you can insert a scale item.

    • In the Rates table, you can generate incremental scale items for a numeric scale if it does not already contain any scale items.

    • On the Scale Items tab page, you can add a scale item.

    Scale items are validity-dependent, meaning you can have different scale items for each validity period listed in the rate table. When you create a new validity period, the system copies the scale items from the most recently-created validity period into the newly-created validity period.

  • Calculation rules

    You can define a calculation rule and apply it to a rate or scale item. When defining the calculation rule, you need to specify the calculation base, unit of measure, and price unit. If you want the system to apply the calculation rule at rate-table level, you must specify the price unit on the Calculation Rules tab page. If you indicate that you want the system to apply the calculation rule at scale-item level, you must specify the price unit on the Scale Items tab page. Note that you must specify the level as Scale Item if the price unit of one of the scale items is not the same as the others. The system applies the calculation rule only when the calculation type of the scale item for the selected rate value is relative.

    You can define calculation bases in Customizing for Transportation Management under   Basic Functions  Charge Calculation  Data Source Binding for Charge Calculation  Define Calculation Bases  .

    Note Note

    If you specify the validity period for a relative scale that has at least one scale item that is also relative, the system creates a default calculation rule for the scale items. The system applies the default calculation rule at the rate-table level.

    End of the note.
  • Calculation types

    You must specify a calculation type before creating a scale item for a scale, which affects how the system calculates charges with the scale. The available calculation types are absolute and relative. Note that you can specify a relative calculation type for numeric scale bases only. If the calculation type is relative, you must apply the calculation rule at scale-item level and specify a price unit for each scale item.

    You can also specify a default calculation type for a scale type based on the calculation base of the scale. The system then enters the default calculation type when you enter the calculation base for the scale. You can overwrite the default calculation type. You can specify the default calculation type in Customizing for Transportation Management under   Basic Functions  Charge Calculation  Data Source Binding for Charge Calculation  Define Calculation Bases  .

  • Currencies

    You can have different currencies for each rate in the rate table. You can also indicate the scales that are relevant for the currency of the rate. The currency of the rate is then the same as the scale currency.

  • Through rates

    When you trigger charge calculation, the system finds a rate from the source location of the first stage to the destination location of the last stage. The system calculates the charges based on this rate. To use a through rate, you should maintain a rate for the location pair (source location and destination location). You can enable though rates in Customizing for Transportation Management under   Basic Functions  Charge Calculation  Basic Settings for Charge Calculation  Define Calculation Profile  .

Activities

To define a master data template, in SAP NetWeaver Business Client choose   Master Data  Charge Management and Service Product Catalogs  Rate Table Templates  .

To define or maintain a rate table for an agreement or calculation sheet, in SAP NetWeaver Business Client choose one of the following:

  •   Master Data  Charge Management and Service Product Catalogs  Agreements  

  •   Master Data  Charge Management and Service Product Catalogs  Calculation Sheets  

To display a rate table separately from the agreement or calculation sheet it was created in, in SAP NetWeaver Business Client choose   Master Data  Charge Management and Service Product Catalogs  Rate Tables  Display Rate Table Definition  .

To define a reference rate table, in SAP NetWeaver Business Client choose   Master Data  Charge Management and Service Product Catalogs  Rate Tables  Create Rate Table Definition  . A reference rate table can be used in multiple agreements and calculation sheets.

To maintain a reference rate table, in SAP NetWeaver Business Client choose   Master Data  Charge Management and Service Product Catalogs  Rate Tables  Maintain Rate Table  .

To generate incremental scale items, select the relevant row on the Dates and Values tab page. If there is a numeric scale in the rate table that does not already contain any scale items, you can choose the Generate Scale Items button. Select the scale and the system generates the incremental scale items for that scale. You must enter the values you want the scale items to start and end at, and the step value you want each scale item to increment by.

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