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Function documentationCalculation Sheet Maintenance Locate this document in the navigation structure

 

You can use this function to create and change calculation sheets.

Integration

Calculation sheet maintenance is a step in the process to set up master data in the Charge Management component and is integrated with agreements, rate tables, and scales. 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  .

Features

  • Templates

    You can use a template to create a calculation sheet and calculation sheet line items. You can define calculation sheet templates in Customizing for Transportation Management under   Basic Functions   Charge Calculation   Basic Settings for Charge Calculation   Define Calculation Sheet Templates  .

  • Rate tables and scales

    You can create rate tables and scales from within a calculation sheet in the following ways:

    • Create a rate table for each calculation sheet line item in the Items screen area.

      Note that you can assign a calculation rule to each calculation sheet line item and so do not need to use a rate table. The calculation rule is applicable for the amount and not for the rate table.

    • 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 rate tables and scales from within a calculation sheet. For more information, see Rate and Scale.

    Note Note

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

    End of the note.

  • Calculation rules

    You can assign a calculation rule to a calculation sheet line item using the Amount field, instead of assigning a rate table. You can only assign one calculation rule to each calculation sheet line item and cannot assign both a calculation rule and a rate table to a calculation sheet line item.

    If the calculation base has an amount-based scale base, the line currency must be % and you do not need a reference-from or reference-to line. During charge calculation, the system applies the percentage amount to the amount values, such as goods value and insurable value.

  • Flat rates, relative rates, or percentages

    You can specify a flat rate (amount) for a calculation sheet line item by entering an amount and a valid currency. You can specify that a calculation sheet line item is a percentage of another calculation sheet line item by entering a percentage value, % in the Currency field, and a reference line number. You can also have a relative rate for a calculation sheet line item by specifying a calculation rule in the calculation sheet line item. However, you can specify only one calculation rule at the line-item level.

  • Minimum and maximum amounts

    You can specify a minimum amount and a maximum amount for each calculation sheet line item with the Standard instruction type. If the system calculates the charges to be lower than the minimum amount or higher than the maximum amount, the system enters the minimum amount or maximum amount as the charge. Note that the minimum amount must be higher than zero and you cannot specify a minimum amount or maximum amount if there is a rate table or rate determination rule attached to the calculation sheet line item.

  • Charge types

    You can assign a charge type to calculation sheets and rate tables. A charge type classifies a charge line, which plays an important role in how the system calculates the transportation charges for the charge line. For example, a charge type can classify the following for a charge line:

    • Whether a charge line can be a positive or a negative value

    • Whether a charge line can be an absolute value or a percentage value

    • Whether you can set the type of value each time you assign a charge type

    • Whether the charge line has a default calculation base

    • Whether a charge type is a leading charge type and so must have a value for the system to be able to calculate the charges

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

  • Leading charge types

    You can specify one or more leading charge types in a calculation sheet. A leading charge type must have a value for the system to consider the calculation sheet for charge calculation.

    Note Note

    If there are multiple calculation sheets available when calculating charges, the system skips the calculation sheets without a leading charge type. The system then skips calculation sheets 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 calculation sheet for charge calculation.

    End of the note.

    You can specify leading charge types in Customizing for Transportation Management under   Basic Functions   Charge Calculation   Basic Settings for Charge Calculation   Define Charge Type Codes  .

  • Determination preconditions

    The system uses preconditions during calculation sheet determination, that is, shipment type, stage type, transportation mode, and service level.

  • Validity period

    You can set a validity period for each calculation sheet line item so that the charge line is relevant only during that period.

Activities

To create a calculation sheet for an agreement item in an agreement, in SAP NetWeaver Business Client choose   Master Data   Charge Management   Freight Agreements   or   Master Data   Charge Management   Forwarding Agreements  .

To change a calculation sheet for an agreement item in an agreement, in SAP NetWeaver Business Client choose   Master Data   Charge Management   Freight Agreements   or   Master Data   Charge Management   Forwarding Agreements  . Edit the calculation sheet on the Calculation Sheet tab page of the Items screen area in the agreement.

To display a calculation sheet separately from the agreement it was created in, in SAP NetWeaver Business Client choose   Master Data   Charge Management   Calculation Sheets   Display Calculation Sheet  .

To create or change a reference calculation sheet, in SAP NetWeaver Business Client choose   Master Data   Charge Management   Calculation Sheets  . A reference calculation sheet can be used in multiple agreements.

Recommendation Recommendation

Adhere to the following guidelines when creating a calculation sheet:

  • Line numbers must be greater than 10 because the system generates the first sum line as 10.

  • The sum line must have reference lines greater than itself.

  • A subtotal line must have reference lines less than itself.

  • A subtotal line inherits the resolution base from the sum parent line.

  • If you require a nested sum line, decide on the reference line numbers accordingly.

End of the recommendation.

More Information

Calculation Sheet