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Process documentationSetup of Master Data for Charge Management Locate this document in the navigation structure

 

You can use this process to set up the master data for the Charge Management component. Charge Management uses the master data to calculate transportation charges for a forwarding order or freight order, and for transportation planning (see Planning).

Prerequisites

You have configured the settings for the individual Charge Management master data object as mentioned in the prerequisites of the respective master data object.

Process

  1. Optionally, you define the following charge calculation rules on the Maintain Charge Calculation Rules screen:

    • Agreement Determination Rules - Standalone

    • Agreement Determination Rules - Exclusion

    • Calc. Sheet Determination Rules - Standalone

    • Calc. Sheet and Calc. Sheet Item Precondition Rule

    • Grouping Rules for Resolution Base

    • Rules for Rate Table Determination

    Standalone means that the standard determination is switched off and the condition associated with the organizational unit is used for the charge calculation. If you select the Std Determ. checkbox, the system uses the standard determination if the standalone determination rule fails. Exclusion means that the standard determination is active and that constraint and filter options are available. For more information, see Rules and Conditions for Charge Management.

  2. Optionally, you define a condition with a condition type name starting with Charge Calculation. For information, see Condition.

  3. You create a freight agreement or forwarding agreement. For information, see Agreement.

  4. You create a calculation sheet. For information, see Calculation Sheet.

  5. You create a rate table definition and maintain rate values for defined validity periods. For information, see Rate.

  6. You create a scale. For information, see Scale.

Note Note

You can create an agreement, calculation sheet, rate table, and scale from one consolidated user interface, starting with creating the agreement. Once you create the agreement, you can create the following from within the agreement:

  • A calculation sheet for each agreement item

  • A rate table from the Calculation Sheet tab page for each charge line in the calculation sheet

  • A scale from the Rate tab page of the Calculation Sheet tab page

If you copy an agreement, the system copies the calculation sheets, rate tables, and scales that you created from within the agreement. However, the system does not copy the calculation sheets, rate tables, and scales 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.

End of the note.