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Process documentationCharge Calculation Locate this document in the navigation structure

 

This process describes how the system calculates transportation charges for the following:

  • Forwarding quotations

  • Forwarding orders

  • Freight orders

  • Freight bookings

  • Service orders

  • During carrier selection

Note that you can manually edit transportation charges.

Prerequisites

  • In Customizing, you have carried out the activities for Transportation Management under   Basic Functions   Charge Calculation  .

  • You have set up the master data for the Charge Management component.

    For more information, see Setup of Master Data for Charge Management.

Process

  1. You trigger charge calculation.

    You can trigger charge calculation from the following SAP Transportation Management (SAP TM) components:

    The system also automatically triggers charge calculation when you create a forwarding settlement document (FWSD), freight settlement document (FSD), or credit memo.

    The system can calculate charges at header, item, or stage level, depending on your Customizing settings. You define the calculation level in the calculation profile. For more information, see Calculation Profile.

  2. The system determines the agreement within organizational hierarchies based on business partner, organizational unit (sales organization for forwarding agreements and purchasing organization for freight agreements), business partner hierarchy, and organizational unit hierarchy.

    If the system determines multiple agreements, the system evaluates the calculation sheet and rate tables for each agreement. The system evaluates the calculation sheets and rate tables by checking whether they contain a leading charge type with a value for the system to be able to calculate the charges. If the system still determines multiple agreements, the system selects the first suitable agreement.

    You can also specify the calculation date type that the system uses as the basis for the rate, exchange rate, and agreement validity, and ultimately the charge calculation. For more information, see Calculation Profile.

    Note Note

    If you are using an agreement stored in an external system, you can establish a connection from SAP Transportation Management (SAP TM) to the external system. For more information, see External Agreements.

    End of the note.

  3. The system determines the calculation sheet, rates, and scales. You can enable through rates so that the system finds a rate from the source location of the first stage to the destination location of the last stage when calculating charges. For more information, see Calculation Profile.

    You can specify a leading charge type that must have a value for the system to consider the calculation sheet for charge calculation. You specify leading charge types in Customizing for Transportation Management under   Basic Functions   Charge Calculation   Basic Settings for Charge Calculation   Define Charge Type Codes  . For more information, see Calculation Sheet Maintenance.

  4. During calculation, the calculation sheet combines charge items while taking into account the sequence in which the system takes these charge items.

  5. The system rounds the charges for each charge line before calculating the total charges or rounds the charges once it has calculated the total charge, depending on your settings. You specify the level you want the system to round the charges at in Customizing for Transportation Management under   Basic Functions   Charge Calculation   Rules and Conditions for Charge Calculation   Assign Rounding Profiles to Document Currencies  .

Note Note

You can access the details and messages generated by the system during charge calculation on the Charges tab page of the relevant business documents, such as a forwarding quotation, forwarding order, and freight order. For more information, see Charges Overview.

End of the note.

Result

The system calculates the transportation charges, helping you to determine the transportation revenue in forwarding settlement. For more information, see Forwarding Settlement.

If you create a credit memo, the system recalculates the transportation charges for the forwarding order. For more information, see Credit Memo Management.

In freight settlement, calculating the transportation charges helps you to verify an invoice is accurate once you receive it from your supplier or carrier. For more information, see Freight Settlement.

If you triggered charge calculation outside of the forwarding settlement or freight settlement process, you can now proceed onto one of these processes, as relevant.

More Information

Calculation Logic