Agreement Maintenance

You can use this function to create and maintain freight agreements, forwarding agreements, and mutual agreements. An agreement is the starting point for charge calculation.

Note Note

If an agreement is a mutual agreement, the agreement usage is Customer and Service Provider. The agreement usage of an agreement is visible in the Agreements personal object worklist (POWL).

End of the note.

Integration

Agreement maintenance is a step in the process to set up master data in the Charge Management component and is integrated with calculation sheets, rate tables, and scales. You can create all Charge Management master data from within an agreement. For more information, see Setup of Master Data for Charge Management.

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 defined number ranges in Customizing for Transportation Management under Basic Functions Charge Calculation Basic Settings for Charge Calculation Define Charge Calculation Related Number Ranges .
You have defined forwarding agreement (FWA) types and a default FWA type in Customizing for Transportation Management under Master Data Agreements Define Forwarding Agreement Settings .
You have defined freight agreement (FA) types and a default FA type in Customizing for Transportation Management under Master Data Agreements Define Freight Agreement Settings .

Features

Calculation sheets, rate tables, and scales
You can create calculation sheets, rate tables, and scales from within an agreement in the following ways:
- Create a calculation sheet for each agreement item in the Items screen area
- Create a rate table for each calculation sheet item on the Calculation Sheet tab page of the Items screen area
- Create a scale for a rate by going to the rate table details in the Items screen area
You can also copy and delete the calculation sheets, rate tables, and scales from within an agreement. For more information, see Calculation Sheet, Rate, and Scale.

Note
If you copy an agreement, the system copies the calculation sheets, rate tables, and scales that you created from within the agreement or that you referenced in the agreement.

If you delete an agreement, the system deletes the calculation sheets, rate tables, and scales that you created from within the agreement. However the system does not delete the calculation sheets, rate tables, and scales that you referenced in the agreement.

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Chargeable weight
You can enter a dimensional weight profile at agreement level and at agreement-item level to calculate the chargeable weight of a product. By entering a dimensional weight profile at agreement-item level, you can have a different dimensional weight profile for each stage of a freight order (FO) or forwarding order (FWO). During charge calculation, you can change the dimensional weight profile at the charge-item level in an FWO.

Note
A dimensional weight profile at agreement-item level has priority over a dimensional weight profile at agreement level. If you do not assign a dimensional weight profile at agreement-item level, the system uses the dimensional weight profile assigned at agreement level.

You can define dimensional weight profiles in Customizing for Transportation Management under Basic Functions Charge Calculation Data Source Binding for Charge Calculation Define Dimensional Weight Profile .

End of the note.
Agreement determination
The system determines the agreement based on business partner and organizational unit (sales organization for forwarding agreements and purchasing organization for freight agreements). If there are multiple agreements for a carrier or customer when the system tries to calculate transportation charges, the system determines which agreement to use within the organizational hierarchy. As part of the agreement determination, the system takes the leading charge type into account by skipping agreements that use calculation sheets without a leading charge type. The system then skips agreements if the leading charge type does not have a rate. If there are multiple leading charge types in a calculation sheet, the first leading charge type must have a rate defined for the system to consider the agreement and calculation sheet for charge calculation.

The system also uses preconditions during agreement determination. Depending on your Customizing settings, you can enter the following preconditions at agreement and agreement-item level:
- Transportation mode
- Shipment type
- Traffic direction
- Stage type
- Service level
For more information, see Charge Calculation. You can also use the preconditions to search for agreements in the Agreements POWL of SAP NetWeaver Business Client.

You can add or remove these preconditions in Customizing for Transportation Management under Master Data Agreements Define Forwarding Agreement Settings or Master Data Agreements Define Freight Agreement Settings .
External reference number
You can reference your business partner's reference number for an agreement, if it is different to the agreement identification in the SAP Transportation Management (SAP TM) system.
Agreement search
In the Agreements POWL, you can search for agreements within a zone. You do not need to specify an exact source or destination location. If you search a zone and specify to include the location within the zone, the system also searches agreements whose location is within the zone.
Printing
You can print agreements, regardless of their status. For more information, see Printing.

Activities

To create or update freight agreements, in SAP NetWeaver Business Client choose Master Data Charge Management Freight Agreements .

To create or update forwarding agreements, in SAP NetWeaver Business Client choose Master Data Charge Management Forwarding Agreements .

More Information

Agreement