Split Criteria in Settlement Document Creation

When you create a collective forwarding settlement document or freight settlement document, the system attempts to combine the settlement for the forwarding orders or freight orders you have selected into a single forwarding settlement document or freight settlement document.

However, the split criteria arise when particular conditions are different between the orders the system is trying to combine. As a result, the system creates multiple settlement documents.

The system makes a split in no particular order of priority.

Features

Split Criteria for Forwarding Settlement Documents

The system uses the following split criteria when it attempts to create a collective forwarding settlement document:

Bill-to party
Payer
Ordering party
Payment term
Credit segment
Document currency
Source location
Destination location
Calculation level
Stage, if you specify the Stage Split setting in the Define Settlement Profile Customizing activity. For more information, see Customizing for Transportation Management under Settlement .
Settlement group, where you group the charge types that you want to settle at the same time in your process. For more information, see Flexible Creation of Forwarding Settlements.

Split Criteria for Freight Settlement Documents

The system uses the following split criteria when it attempts to create a collective freight settlement document:

Carrier or additional agreement party
Invoicing party
Payee
Payment term
Document currency
Calculation level
Stage, if you specify the Stage Split setting in the Define Settlement Profile Customizing activity.

Example

You have two forwarding orders that you want to combine into one forwarding settlement document. You select the orders and select the combine option to create the settlement documents in the worklists screen. However, the bill-to party in the first order does not match the bill-to party in the second order. In this case, the system creates two settlement documents.

More Information

Topic	Link
Freight settlements	Freight Settlement
Forwarding settlements	Forwarding Settlement
Creating a forwarding order	Creation of a Forwarding Order
Working with freight orders	Creation and Editing of Freight Orders
Working with freight bookings	Creation and Editing of Freight Bookings