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You can send an internal settlement document from an internal organization in your company to another internal organization to recover costs incurred in delivering transportation services for a forwarding order (see Internal Settlement Management).

You can also create internal settlement documents to settle the cost of providing internal resources for freight orders (see Internal Settlement for Resources).

In the standard internal settlement process, the internal settlement is between the purchasing organization of the freight order and the sales organization of the forwarding order. In the internal settlement process for resources, the settlement is between the organizations that own the resources that are used to execute the order and the purchasing organization of the freight order.

Prerequisites

  • You have specified a forwarding settlement document type for internal settlement documents in Customizing for Transportation Management. For more information, see   Settlement   Forwarding Settlement   Define Forwarding Settlement Document Types  .

  • You have specified the general prerequisites for calculating charges. For more information, see Charge Calculation.

  • You have assigned a sales organization unit (cost sender organization) in SAP TM to an internal order or cost center in SAP ERP for cost distribution. For more information, see Customizing for SAP ERP under   Integration with Other mySAP.com Components   Transportation Management   Invoice Integration   Mapping for Cost Distribution   Assign TM Sales Org. Unit to Internal Order/Cost Center  .

  • You have assigned a purchase organization unit (cost receiver organization) in SAP TM to an internal order or cost center account in SAP ERP for cost distribution. For more information, see Customizing for SAP ERP under   Integration with Other mySAP.com Components   Transportation Management   Invoice Integration   Invoicing   Mapping of Organizational Units   Assign TM Purchase Org. Unit to Internal Order/Cost Center  .

  • By default, the SAP TM system creates an intercompany settlement document for organizations that belong to different company codes. If you want to use an intracompany settlement for a company organization, you must select the Intracompany Settlement checkbox in the Org. Data tab page of the relevant organization structure. You can access the structure using transaction PPOCE.

  • For intercompany settlements, you have specified the following settings in Customizing for SAP ERP:

    • Category and subcategory codes

    • Transportation charge types

    You have also assigned the transportation charge types and mapped organizational units. For more information, see   Integration with Other mySAP.com Components   Transportation Management   Invoice Integration   Billing  .

  • For intracompany settlements, you have mapped the SAP TM charge types to the SAP ERP primary cost elements. For more information, see   Integration with Other mySAP.com Components   Transportation Management   Invoice Integration   Billing   Intracompany Settlement   Assign Transportation Charges to Cost Elements  .

Features

Intercompany Settlements

When you transfer the internal settlement document to SAP ERP, the SAP ERP system creates an SD billing document.

Intracompany Settlements

When you transfer the settlement document, the SAP ERP system does not create an SD billing document. Instead it reposts the primary costs to an internal order or cost center. The SAP TM system performs the following tasks:

  • Displays the accounting document in the document flow

  • Uses internal settlements to move the cost of the forwarding order that contains the freight order or freight booking from the purchasing organization to the sales organization

More Information

For information about how SAP ERP handles internal settlements, see SAP Library for SAP ERP on SAP Help Portal at http://help.sap.com/erp. In SAP Library, choose   SAP ERP Enhancement Packages   ERP Central Component Enhancement Package 5   SAP ERP Central Component   Logistics   Logistics - General (LO)   Integration of SAP ERP with SAP Transportation Management  .