In Customizing for Transportation Management under  Settlement Define Settlement Profile , you can specify the freight settlement profile settings for self-billing or carrier invoice submission. You have the option of specifying the following settlement profile settings:

• Approval workflow to enable you to use an approval workflow for all freight settlement dispute cases that fall outside the specified tolerances

• Tolerance groups to enable you to specify lower and upper limits on disputed charge type amounts and total freight order amounts within which the system automatically approves dispute cases

• Dispute item profile to specify the individual logistics item or charge type against which a service provider can create a dispute case

In Customizing for Transportation Management under  Settlement Freight Settlement Freight Settlement Dispute Management you must specify the following settings:

• Dispute item types

  In the Define Dispute Item Types Customizing activity, you must specify the dispute item types that a service provider can use to create dispute items. The system uses the item types to enable the corresponding fields in the collaboration portal for your service provider. The service provider can only enter dispute amounts and create dispute cases for the enabled fields.

  You add a dispute item type to a dispute item profile, so that the system can subsequently use the item type when the service provider creates a dispute case for the freight order.

• Dispute item profiles

  In the Define Dispute Item Profiles Customizing activity, you must group the dispute item types against which you want to allow a service provider to create dispute items. By grouping item types under different profiles for different service providers, you apply different rules to different service providers for the creation of dispute cases in the collaboration portal.

  We deliver the item profile DEFAULT. The following table contains the item types we deliver as standard in the DEFAULT item profile:

  Item Type	Function	Use Example
  CHARGELINE.DISPUTE	Propose a rate change on an existing charge line.	Create a dispute case against the base freight rate.
  MANUAL.CHARGE.DISPUTE	Propose a rate change for charge lines you have manually added from an agreement.	Loading charges
  NEW.CHARGE.LINE.DISPUTE	Add a new charge type.	Detention or demurrage
  ROOT.DISTANCE	Propose a change for the total distance of a freight order.	Not applicable
  ROOT.GROSS.VOLUME	Propose a change on total gross volume of a freight order.	Not applicable
  ROOT.GROSS.WEIGHT	Propose a change on total gross weight of a freight order.	Not applicable

  For example, you do not want your carrier to propose a new charge line in a dispute case. You use the DEFAULT item profile and exclude the item type NEW.CHARGE.LINE.DISPUTE. Also, in a full truck load scenario, you do not want your carrier to create a dispute case for the total distance. You use the DEFAULT item profile and exclude the item type ROOT.DISTANCE.

• Tolerance rules

  In the Define Dispute Tolerance Rules Customizing activity, you must specify tolerance limits for charge types that enable you to reduce administration overhead and automatically approve dispute cases. You can specify more than one tolerance in a tolerance group.

  You can use the tolerance settings to enable automatic approval for changes to the following charge amounts:

  • Charge line rate amount

  • Charge line final amount

  • Overall amount in a freight order

    For example, you can specify a tolerance for the total amount in a freight order for a dispute case in a self-billing process, or a tolerance for the net amount in a carrier invoice submission process.

  When the system creates a dispute case, it performs a tolerance check. It checks each charge type amount and the overall amount in a dispute case against the tolerance deviations contained in the relevant dispute case. If the charge type amount or overall amount falls within the tolerance limits, the system automatically passes the dispute case. If the amount falls outside the limits, the system adds the dispute case to the work list on the Freight Settlement Dispute Case screen for manual attention.

  If you do not specify tolerance rules, you must manually review each dispute case on the Freight Settlement Dispute Case screen.

• Dispute case reason codes and types

  In the Define Dispute Case Reason Codes and Types Customizing activity, you must specify the reason code that you assign to a freight settlement dispute case or a freight settlement dispute case line item to specify the reason why you created the dispute case or to record the reason why you approved, accepted with a proposal, or rejected the dispute case or line item.

  You must also specify the freight settlement dispute case types that the system uses when it creates a freight settlement dispute case.

• Charge types available to a service provider on the collaboration portal

  If you want to specify the charge types for which a service provider can create a new charge line on the collaboration portal, you must use the appropriate settings in the Enable Charge Types for Collaboration Portal Customizing activity.

  If you want to filter the standard charge types for a particular service provider and means of transport, you must specify the appropriate settings in the Business Add-In (BadI): BAdI: Filtering of Charge Types for Collaboration Portal in Customizing for Transportation Management under  Business Add-Ins (BAdIs) for Transportation Management Settlement Freight Settlement Freight Settlement Dispute Management .

• Approval levels and workflow

  If you want to specify an approval workflow, you must specify the appropriate settings in the settlement profile in Customizing for Transportation Management under  Settlement Define Settlement Profile . The system uses an approval workflow for dispute cases created against freight orders for a service provider.

  If you want to specify the approval levels a dispute case must pass through, and the roles that the system applies to each approval level, you must specify the appropriate settings in the Define Approval Levels and Roles for Workflow Customizing activity.

  You can specify approval levels for level-1 users and level-2 users. Level-1 users and level-2 users can approve, accept and propose, or reject a change from a service provider. For more information, see Workflow for Dispute Management.

  If you want to add or remove workflow approvers based on one or more of the details in a dispute case, you must specify BAdI: User Determination for Dispute Case Workflow in Customizing for Transportation Managementunder  Business Add-Ins (BAdIs) for Transportation Management Settlement . The approver you specify in this BAdI overrides the approver you specify in Customizing.

• You can use the Business Configuration Set (BC Set) Customizing Workflow Agents Approval Levels and Roles for Workflow (/SCMTMS/INV_DISP_WFL_AGENTS_C) for the Define Approval Levels and Roles for Workflow Customizing activity.