Prerequisites: Invoice Processing (MM-IV/SD-BIL) - SAP TM

Prerequisites

Forwarding Settlement Document (FWSD) integration
Set up Customizing

For outgoing invoices, make the following Customizing settings for Integration with Other SAP Components under Transportation Management Invoice Integration Billing .
1. In the Customizing settings for Definition for Transportation Charge Types, you define the TM charge types under the following activities:
  - Define Category Codes
  - Define Subcategory Codes
  - Define Charge Types
2. In the Customizing settings Assignment of Transportation Charge Types you map the TM charge types to the SD condition type by executing the activity Assign Condition Types.
3. In the Customizing settings Mapping of Organizational Units, activity Assign Organizational Units for Sales and Distribution, you assign to the TM Sales Org, TM Sales office, TM sales group, TM FWSD settlement type and the FWSD category field combination, the following:
  - ERP SD sales organization, division and distribution channel
  - SD billing document type to create the SD billing document
  - SD pricing procedure to be used
  - SD order type, order item category and number range object
4. You can also assign the Internal Order or Cost Center on which the revenue is to be recorded in the activity Assign TM Sales Org. Unit to Internal Order/Cost Center
5. In case of where you have TM Integration to SAP Credit Management active, do the following:
  - Define the credit segment of SAP Credit Management in the activity Define Credit Segment
  - Assign the credit segment to credit control area in activity Assign Credit Segment to Credit Control Area
  Note
  You must assign the SD billing document type without posting block, when you set up the integration of TM FWSD to SAP ERP to avoid mismatches in the SAP credit management updates. The automatic transfer of the billing document to accounting depends on the settings in Customizing under Sales and Distribution Billing Billing Documents Details Define Billing Types (field Posting Block under the General Control).
  
  End of the note.
6. In the activity Assign SAP TM Credit Memo Reason Code to Order Reason Code, you map the TM credit memo reason code to the reason code in SAP ERP.
Freight Settlement Document (FSD) integration
Set up Customizing

For incoming invoices, make the following Customizing settings for Integration with Other SAP Components under Transportation Management Invoice Integration Invoicing .
1. In the Customizing settings for Definition for Transportation Charge Types, you define the TM charge types under the following activities a. Define Category Codes b. Define Subcategory Codes c. Define Charge Types.
2. In the Customizing settings Assignment of Transportation Charge Types you map the TM charge types to the service master in the activity Assign Service Master Record and Account Assignment Category.
3. In the Customizing settings Mapping of Organizational Units, activity Assign Organizational Units for Purchasing, you assign to the TM Purchase Org, TM Purchase Group, and freight settlement document type field combination to the following:
  a. ERP Purchase organization and Purchase Group
  
  b.ERP Plant
  
  c. ERP company code of the Plant
  
  d. ERP PO type to create the Service Purchase Order
  
  e. Material group.
4. You can also assign the internal order or cost center on which the cost is to be recorded in the activity Assign TM Purchase Org. Unit to Internal Order/Cost Center.
5. For posting the freight cost posting allocated at ERP item level in the shipper scenario see TM Freight Cost Posting to ERP (Shipper Scenario) for more information.
Activate business function
You must activate the business function Operations, Enterprise Services (LOG_ESOA_OPS_2) to be able to use enterprise services for incoming and outgoing invoices. This business function enables invoice notification to be sent from SAP ERP to SAP TM when incoming invoices for SAP TM are posted in SAP ERP.
Set user parameters
You must set up the user parameter TM_INVOICE_CLERK in the user data accordingly. With the user parameter TM_INVOICE_CLERK, you control which tabs the user sees when entering or changing incoming invoices in the transactions MIRO and MIR7, in change mode in the transaction MIR4, and in GR/IR clearing account maintenance in the transaction MR11.

The user parameter has the following alternatives:
- Blank
  In invoice creation, the user sees the TM Reference and PO Reference tabs, as well as the G/L Account tab that is visible according to Customizing.
- 01
  The user only sees the TM Reference tab and, depending on Customizing, the G/L Account tab. The PO Reference tab is hidden.
- 02
  The user does not see the TM Reference tab, but sees the PO Reference tab, as well as all tabs that are visible according to Customizing (Material Account, G/L Account, and Contract Reference).
Display reference document
In the transactions MIRO, MIR4, MIR7, and MRBR, you can navigate to the details of the reference document in SAP TM.

The synchronous outbound service GetTransportationDocumentURI transfers the document type and document number from SAP ERP to SAP TM and requests a URL.

The transportation management system returns the URL from SAP TM to SAP ERP. SAP ERP requires this URL to display a document from SAP TM in the browser.

The service is in the Enterprise Services Repository in the software component SAP_APPL 6.05 (namespace http://sap.com/xi/APPL/PI/TM/UX).

To use the service, you must set up communication with the corresponding service in SAP TM. For more information, see SAP Note 1451472.
Set up workflow
You have activated the workflow WS53800006 for the incoming invoice (BUS2081) so that the connected transportation management system is informed by a service. In addition, in the Event Type Linkages transaction (swetypv) you have selected the Linkage Activated checkbox for the events POSTED and CANCELLED.