Example of Automated Change Management in an FWSD Scenario

You are a logistics service provider (LSP) and you work with a carrier to deliver your transportation requirements. Your carrier reports that they picked up the cargo at a customer location. When this is done, you create the forwarding settlement document to bill the customer.
However, you subsequently find out that the quantity of the cargo you get from your customer for transportation does not match the quantity requested by your customer originally. You subsequently update the forwarding order with the change in quantity. This results in a change to the charges in the forwarding order.
You have enabled the required Customizing settings for an automated change management process. For more information, see Automatic Change Management for Forwarding Settlements.
You have enabled the background processing function Creation of Forwarding Settlement Documents (/SCMTMS/CFIR_CREATE_BATCH), with a Creation Type of Include Changed FWOs or Only Changed FWOs.
In your business process, you keep a one-to-one relationship between your forwarding order in SAP TM and your billing document in SAP ERP. In the settlement profile that the system applies to the forwarding order and the customer, you have defined the change process strategy for forwarding settlement documents as Reverse and Repost.
In the background, the system performs the following tasks:
- SAP TM creates a credit memo with the amount equal to the amount in the existing forwarding settlement document. The credit memo cancels the existing forwarding settlement document.
- SAP ERP uses the credit memo to cancel the existing billing document.
- SAP TM creates a new settlement document for the changed forwarding order. The settlement document now has an amount that is equal to the amount in the forwarding order after the change.
- SAP ERP creates a new billing document.
Alternatively, in your business process, you don’t keep a one-to-one relationship between your forwarding order in SAP TM and your billing document in SAP ERP. You define a change process strategy for forwarding settlement documents as Delta Only in the relevant settlement profile. The system applies the settlement profile to the forwarding order and the customer.
You make a change to the forwarding order, and the invoicing status of the forwarding order changes to Partially Invoiced. In the background, the system performs the following tasks:
- SAP TM creates a new settlement document only for the extra charge.
- SAP ERP creates a new billing document only for the extra charge.
Alternatively, you make a change to the forwarding order, and the invoicing status changes to Over Invoiced. The system automatically uses the Reverse and Repost change process strategy. In the background, the system performs the following tasks:
- SAP TM creates a credit memo with the amount equal to the amount in the existing forwarding settlement document. This cancels the existing forwarding settlement document.
- SAP ERP uses the credit memo to cancel the existing billing document.
- SAP TM creates a new settlement document for the changed forwarding order. The amount in the new settlement document is equal to the amount in the forwarding order after the change.
- SAP ERP creates a new billing document.

More Information

Subject	More Information
Change management process for settlement documents	Automatic Change Management Process for Settlements
Change management process for forwarding settlements and internal settlements	Automatic Change Management for Forwarding Settlements