Internal Settlement for Resources

You can create internal settlement documents to recover costs for the internal resources you use in executing orders, for example, trailers and trucks.

Prerequisites

You have enabled a freight order type for internal settlements if you use your own resources to execute freight orders. You have also assigned the internal settlement document type that you use to create internal settlements for your own resources to the relevant freight order type. For more information, see Customizing for Transportation Management under Freight Order Management Freight Order Define Freight Order Types .
For freight orders in which you have used your own resources, you must have an internal agreement in place between the organizational unit assigned to the resource (forwarding house, sales organization, sales group, or sales office) and the business partner assigned to the purchasing organization or purchasing group of the freight order that is using the resource.
You have specified Resource in the Resource field on the General Data tab page of the relevant internal agreement.
You have put in place all the relevant prerequisites for managing internal settlement documents (see Internal Settlement Management).

Features

You can use an internal settlement for a resource when you are a logistics service provider and you do not subcontract the movement of goods to a carrier. Instead, you move the goods using your own resources, such as trucks and trailers.

Different organizations in your company can provide the resources. The organizations that provide the resources need to get paid. You can use the internal settlement for resources feature to enable this payment.

For example, you have a trailer that organization 1 provides, and a truck and driver that organization 2 provides. Organization 3 is the purchasing organization that manages the freight order. Organizations 1 and 2 create internal settlements on organization 3 to recover the cost of providing their resources. Usually, you base an internal settlement document on a forwarding order. However, for the freight orders that you execute using your own resources, you base the internal settlement on a freight order.

Activities

You perform planning on a forwarding order to finalize its execution. You create freight orders to execute the forwarding orders using your own resources, such as trailers or trucks. You create internal settlement documents to settle the costs of using your own resources.

You can manually create an internal settlement document for a resource in a freight order by choosing Start of the navigation path Follow Up Next navigation step Create Internal Settlement Document End of the navigation path .

You can also create multiple internal settlement documents using the Mass Creation of Freight Settlement Documents report, and selecting a create option of Internal Settlement Document. To access the report, in SAP NetWeaver Business Client, choose Start of the navigation path Application Administration Next navigation step Background Reports Create Freight Settlement Documents End of the navigation path .

The system checks the following information in the freight order:

Organizational unit that is assigned to the resource
Purchasing organization of the overall freight order

Depending on the internal organizations that are involved, the system creates an internal settlement that is either an intercompany settlement or an intracompany settlement. If the organizational unit of the resource and the purchase organization of the freight order belong to the same company code, the system creates an intracompany settlement. If the organizations belong to different company codes, the system creates an intercompany settlement.

The system displays a list of the resources that you include in the particular internal settlement document.

Example Example

A sales organization receives a forwarding order from a customer. The sales organization delegates the execution of the main carriage to an internal purchasing organization. The purchasing organization uses internal resources, such as trailers and trucks, that are assigned to other internal organizations to plan and execute the order. The forwarding order is executed using the internal resources. The organizations that own the trucks and trailers bill the purchasing organization of the freight order to recover the costs of providing the trucks and trailers.

End of the example.

More Information

Topic	Link
Overview of internal settlement document management	Internal Settlement Management
Role and structure of agreements	Agreement
Role and structure of trailer units	Trailer Unit
Creating, editing, and displaying trailer units	Creation and Editing of Transportation Units