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 SAP TM Prerequisites for a Group Logistics Company Process

Document Type Settings

  • Integration of orders and deliveries

    You have specified an order-based transportation requirement (OTR) type and a delivery-based transportation (DTR) type to transfer the transportation requirements from SAP ERP to SAP Transportation Management (SAP TM). For more information, see SAP Library for SAP Transportation Management on SAP Help Portal at http://help.sap.com/tmInformation published on SAP site. Choose a release and then Application Help. In SAP Library, choose Start of the navigation path SAP Transportation Management (SAP TM) Next navigation step ERP Logistics Integration Next navigation step Configuring Integration of Orders and Deliveries End of the navigation path.

    For example, in this way SAP TM uses the sales orders and deliveries of the internal shipper companies in SAP ERP to create OTR and DTR documents for the internal shipper companies in SAP TM.

    You must enable the following settings in the OTR or DTR type:

    • Internal charge calculation

    • Internal settlement

    • Internal settlement document type as the default internal settlement document type

    You have the option of specifying the following settings in the OTR or DTR type:

    • Stage profile, to determine the stage type in a freight unit

      For example, you can use the group logistics process in an internal settlement scenario for a stock transfer order. You can settle the different parts of the freight costs to the internal shipper company that acts as a supplying company and to the internal shipper company that acts as a receiving company.

      To enable this, you can use an Incoterm in combination with the stage type to determine the prepaid and collect parties. For example, based on an Incoterm of Free on Board (FOB), you can specify that the supplying company pays for the pre-carriage and the receiving company pays for the main carriage and on-carriage.

    • Automatic freight unit building

  • Freight order type

    You have enabled the freight order or freight booking for cost distribution. You use this freight order type when your group logistics company has the following business requirements:

    • You want to use the distributed cost as the basis for creating internal settlement documents.

    • You want a breakdown of your own transportation costs and the transportation costs of the internal shipper companies. For example, Company_1000 distributes costs in the freight order and uses the distributed costs to create internal settlement documents for Company_2000 and Company_3000.

    You can use the distributed costs in a freight order or freight booking to calculate charges for internal settlement. The system uses the distributed costs in the freight order or freight booking as the basis for pulling the costs into the calculation process. For more information, see SAP Library for SAP Transportation Management on SAP Help Portal at http://help.sap.com/tmInformation published on SAP site. Choose a release and then Application Help. In SAP Library, choose SAP Start of the navigation path Transportation Management (SAP TM) Next navigation step Freight Order Management End of the navigation path.

  • Freight settlement document type

    You have enabled a freight settlement document type for cost distribution in Customizing for Transportation Management under Start of the navigation path Settlement Next navigation step Freight Settlement Next navigation step Define Freight Settlement Document Types End of the navigation path. You use this freight settlement document type when your group logistics company has the following business requirements:

    • Transports its own cargo along with the cargo from the other internal shipper companies

    • Pays the external logistics service provider (LSP) for all transportation costs

    • Posts the freight cost to the underlying transportation requirement, for example, to the sales order item, delivery item, or purchase order item

  • Internal settlement document type

    • You have specified a forwarding settlement document type for internal settlement documents in Customizing for Transportation Management under Start of the navigation path Settlement Next navigation step Forwarding Settlement Next navigation step Define Forwarding Settlement Document Types End of the navigation path.

    • You have the option of enabling the internal settlement document type for cost distribution if an internal shipper company needs to post the freight cost to the underlying transportation requirement, for example, to the sales order item, delivery item, or purchase order item.

    You use an intercompany settlement in the group logistics process. By default, SAP TM creates an intercompany settlement document for organizations that belong to different company codes.

  • Cost distribution settings

    • Cost distribution methods

      You have specified the relevant cost distribution methods under Start of the navigation path Basic Functions Next navigation step Cost Distribution Next navigation step Define Cost Distribution Methods End of the navigation path

    • Cost distribution profile

      You have specified the relevant settings in a cost distribution profile under Start of the navigation path Basic Functions Next navigation step Cost Distribution Next navigation step Define Cost Distribution Profiles End of the navigation path.

    • Cost distribution profile assignment

      You have assigned the cost distribution profile to a charge profile. You have assigned the charge profile to the forwarding house of the group logistics company.

    For more information on cost distribution settings in a group logistics process, see Group Logistics Company Process.

Profile Settings

  • Forwarding settlement profile and calculation profile on the sales side

    You have created a forwarding settlement profile and calculation profile for sales. You have assigned the forwarding settlement profile and the calculation profile to the relevant sales organization. For more information, see Forwarding Settlement.

  • Freight settlement profile and calculation profile on the purchasing side

    You have created a freight settlement profile and calculation profile for purchasing. You have assigned the freight settlement profile and calculation profile to the relevant forwarding house or purchasing organization. For more information, see Freight Settlement.

Default Agreement Party Role for a Stage

You have the option of specifying an agreement party role for a stage type and Incoterm combination. SAP TM uses the agreement party role to identify the default agreement party for a stage. For more information, see Party Role Codes in an OTR or DTR.

Calculation Level for a Purchasing Organization

You can plan more than one freight order to deliver the transportation requirements in an OTR or DTR. You can use freight orders that contain different purchasing organizations. However, you must specify the same calculation level for each of the purchasing organizations that you use in each of the freight orders.

More Information

Subject

See

Overview of the business process for a group logistics company

Group Logistics Scenario

Detailed process flow for a group logistics company, including cost distribution

Group Logistics Company Process

Comparison between the standard settlement process for shippers with the process for a group logistics company

Comparison: Standard Shipper Process and Group Log. Co. Process

How SAP TM assigns a party role code of Supplying Company or Receiving Company to identify the default agreement party for a stage

Party Role Codes in an OTR or DTR

Organizational settings you must specify for a group logistics process

Org. Prerequisites in SAP TM and SAP ERP for Group Log. Process

Prerequisite settings you must specify in SAP ERP

SAP ERP Prerequisites for a Group Logistics Company Process