Unplanned Delivery Costs

Use

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

You can enter the unplanned delivery costs in the invoice document alongside the costs incurred. You can post unplanned delivery costs as follows:

Distribute them proportionally to calculated invoice items
Distribute them proportionally to calculated invoice items, inclusive of planned delivery costs
Post them to separate G/L accounts

Note
You can use the Business Add-In MRM_UDC_DISTRIBUTE to define your own rules for distributing unplanned delivery costs. For more information, see the documentation for the Business Add-In.

End of the note.

Prerequisite

Function	Menu Path in the Implementation Guide (IMG) for Logistics Invoice Verification
You want to distribute unplanned delivery costs proportionally to the goods items when you post the document. For unplanned delivery costs, you can only use the tax code that is also used for the goods items.	Incoming Invoice Posting Unplanned Delivery Costs
You want to distribute unplanned delivery costs proportionally to the goods items when you post the document, and distribute the planned delivery costs. For unplanned delivery costs, you can only use the tax code that is also used for the goods items and the delivery costs.	Incoming Invoice Posting Unplanned Delivery Costs
You want to post unplanned delivery costs to a separate G/L account. You can make settings for the G/L account to specify which tax codes are proposed. These can be different from the tax codes of the goods items.	Incoming Invoice Maintain Default Values for Tax Codes

Function

Menu Path in the Implementation Guide (IMG) for Logistics Invoice Verification

You want to distribute unplanned delivery costs proportionally to the goods items when you post the document.

For unplanned delivery costs, you can only use the tax code that is also used for the goods items.

Start of the navigation path Incoming Invoice Next navigation step Posting Unplanned Delivery Costs End of the navigation path

You want to distribute unplanned delivery costs proportionally to the goods items when you post the document, and distribute the planned delivery costs.

For unplanned delivery costs, you can only use the tax code that is also used for the goods items and the delivery costs.

Start of the navigation path Incoming Invoice Next navigation step Posting Unplanned Delivery Costs End of the navigation path

You want to post unplanned delivery costs to a separate G/L account.

You can make settings for the G/L account to specify which tax codes are proposed. These can be different from the tax codes of the goods items.

Start of the navigation path Incoming Invoice Next navigation step Maintain Default Values for Tax Codes End of the navigation path

Features

Distributing Unplanned Delivery Costs to Invoice Items

The system distributes the unplanned delivery costs automatically in the ratio of the value invoiced so far to the values in the current invoice.

Example: Distributing Unplanned Delivery Costs

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

Note Note

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

If the goods items that the unplanned delivery costs refer to, have already been settled, you enter data for the unplanned delivery costs as a Subsequent Debit for the settled invoice items.

End of the note.

Distributing Unplanned Delivery Costs and Planned Delivery Costs to Invoice Items

The system automatically distributes the unplanned delivery costs to the goods items and the planned delivery cost items, in proportion to the value invoiced so far and the values in the current invoice.

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

Posting Unplanned Delivery Costs to a Separate G/L Account

The system posts unplanned delivery costs to a separate G/L account. Therefore, the unplanned delivery costs do not 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 you enter the invoice. You must post invoices for these costs as unplanned delivery costs. You have to make the following settings in Customizing for Purchasing: Start of the navigation path Conditions Next navigation step Define Price Determination Process Define Condition Types save condition type MAR1 with condition category B on theDetails End of the navigation path screen.

Note Note

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.

End of the note.

Caution Caution

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

End of the caution.

Direct Posting to Material or G/L Account

You can also post unplanned delivery costs without a purchase order reference to a G/L account or a material. For more information, see Direct Posting .

Entering Unplanned Delivery Costs