o2c0300g_transportation_ppt_rev0.4

© Tate & Lyle 2014

Course ID # O2C300G

Transportation

© Tate & Lyle 2014 2

Course Agenda

Safety First and Common Courtesies

Course Guidelines

Managing Questions

Introductions

Course Objectives

Lesson 1 – Overview

Lesson 2 – Master Data

Lesson 3 – Freight Quotes

Lesson 4 – Shipment Costs

Lesson 5 – Reports

Course Summary

Course Evaluation

Appendix


Safety First and Common Courtesies

Emergency Exits & Restrooms

– Review locations in this building

Cell Phone Courtesy

– Be sure to mute / set on vibrate

– Take calls on breaks – or quietly leave classroom to take priority calls

Equipment Protection

– Do not eat or drink near machines

– Drinks should have caps or tops

Room Courtesy

– Other classes will be held in this room, so help keep it clean by tidying up

before you leave


Managing Questions

Ask Questions

Parking Lot

Used for any questions which are not answered in class due to time constraints or

when the answer is not readily available


Introductions

Time to Get Acquainted

Take a few minutes to introduce yourself

– Name

– Position / Department

– Number of years at Tate & Lyle

– Hobby or interest that you have outside of work

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Materials

• User guides

• uPerform Simulations

• Job aids

• SAP Training Practice Client

All documentation is stored in the Training Library online, training.tlww.net

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http://training.tlww.net/


Prerequisites

This course is intended for the following roles:

• Transportation Manager

• Transportation Specialist

You should have completed or have on-the-job experience in:

• SAP Navigation


Course Objectives

At the end of this course, you will learn about changes for Transportation in:

Master Data

– SCAC Code

– Routes and Route Determinations

– Automation of Means & Modes of Transportation

Freight Quotes

– Freight Condition

– Freight Cost Upload Program

– Create a Freight Quote

– Freight Quote Expiration

Shipment Costs

Reporting – BW

– Route Optimization Export

– Load Carrier Information

– Perfect Order Report

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Genesis NA&S Training

R1

Stabilization

Release 1

EMEARelease 2 – North America, Singapore & EMEA

Future

Releases

Release 3Rest of World

R2 Implementation

for North America &

Singapore

EMEA Delta

implementation

The Genesis Business Transformation Program will

deliver leading practice global processes, common tools

and consistent, global shared data.

Genesis for NA&S

• R1 implementation was completed for EMEA in 2012

• On going stabilization activities are being completed

• R2 functionality will be retrofitted for EMEA to support the global solution

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Overview

Lesson 1

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Lesson 1 Objectives

At the end of this Lesson, you will be able to:

Define new terms

Understand changes to Corporate Transportation

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Transportation planning point

• Organizational unit in Logistics for planning and processing transportation activities. It organizes the responsibilities in a company according to, shipment type, mode of transport, or regional departments for example.

Shipping point

• Part of the company responsible for the type of shipping, shipping materials and means of transport egplant rail station

Storage location

• Organizational unit that allows you to differentiate between various types of stock in a site. Generally represent warehouses or areas within a warehouse.

New Terminology

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Change Overview for Corporate Transportation

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Summary

Corporate Transportation is carrier focused, the function will negotiate freight quotes with all carriers (trucks, rail, LTL, deep sea, etc.).

Manage capacity to move finished goods to customers on time. Work with Sales to provide freight quotes.

What’s changing with the

new ways of working?What does this mean to my organization

SCAC Code - All freight vendors begin with the number 9 and are

7 digits long.

Transportation Network master data – Move to standard SAP

(ECC) will increase interaction globally for governance and

maintenance of Transportation Network master data, including

Transport Zones.

Freight quotes – A new, more systematic process (not manual

and verbal) will be used for freight quotes and calculating the

transportation P&L. This will increase the visibility into

transportation-related costs and performance.

Mileage - Mileage will be maintained on the Route.

• The previous SCAC associated with those vendors is still

available through a search function in most SAP screens. You

need to search for the SCAC code.

• All transportation master data is shared and accessible across

the entire SAP environment. For example, the same

transportation zone numbers will be used globally. will be

standardized globally across the company.

• Corporate Transportation will be responsible for uploading and

maintaining Customer Freight quotes into SAP (ECC).

• New T-Codes and format for carrier shipment cost

conditions for the upload program.

• New carrier shipment cost conditions will be used.

• Fuel surcharge as a flat amount.

• Moving away from generic routes.

• For Truckload and Ocean No longer use generic routes.

• Adding additional routes.

• Eliminate the Mileage table.

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Specific Roles Impacted in Corporate Transportation

Impacted

Role /

Position

How The Role Will Change

Transportation

Specialist

Start

• Uploading freight quotes prices with a new upload template into ECC.

• Maintaining fuel surcharge shipment cost conditions (ECC). Paid to carrier.

• Increasing interaction with other functions.

• Using Origin Destination Pair (OD pair).

• Using Citibank T&E Card.

• Using P-Card for non-stock goods and services under $3,000 USD.

Stop• Using the distance table (Z Table in TALFIIA).

• Using Generic routes for TL and Ocean.

• Utilizing one card for both Purchasing and T&E items.

Continue

• Handling un-costed shipment cost documents.

• Example: No LTL or Air Freight cost maintained in SAP prior to shipment,

therefor LTL shipment cost are escalated for exception handling and manual

costing.

• Managing transportation network data.

• Working with transportation complaints, returns, redirects and shipping

issues.

• Add Fuel Surcharge into ECC (customer or carrier).

• Quoting sales people freight rates based on their customer freight

specification.

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ask Theresa

Patrick

Add Fuel

Surcharge into

ECC (customer

or carrier)

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Freight Terms versus Incoterms

Order / Delivery related terms by Ship-to - Freight Terms vs. Incoterms

NMFTA Freight

Payment Terms

Shipping

ConditionsLogistics

Who pays the

CarrierIncoterms Price Agreement with the customer Freight Price Condition

COL - Collect“Pickup” (code

04)

Customer will arrange transportation of the

goods with a carrier, T+L order number serves

as pick-up number

Customer FCA no freight included none

COL - Collect Not “Pickup”

Customer requests T&L service to arrange

transportation with the customer’s carrier,

order text instructions serve to communicate

details to the T+L warehouse personnell

Customer FCA no freight included none

PPA - Pre-paid and

AddNot “Pickup”

T&L will arrange transportation of the goods

with a T+L carrier. Customer is not involved in

logistic details

Tate & Lyle FCA

no freight included in Contract Sales

Price, but actual freight will be

charged as a separate line item on the

invoice

ZFRT (actual freight)

PPD - Pre-paid Not “Pickup” T&L contacts carriers arranges transportation Tate & Lyle DDP

Delivered Price includes the

transportation of the goods to the

customer

ZF00 (freight quote, fix

amount throughout the

contract validity)

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Fuel Surcharges Overview

Fuel surcharges can be calculated by percentage, mileage, or at a flat rate.

Fuel surcharge price condition placed on invoice to accrue at time of billing; fuel surcharges sent as a separate charge and

invoice.

Fuel surcharges are changed by Transportation on a monthly basis

or as needed.

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What is Rule 11?

• Per BNSF:

• Type of interline shipment where each railroad bills the customer separately.

• It is the default rate rule governing interline traffic where a joint-line rate is unavailable.

• Rule 11 must be indicated on the original bill of lading along with each price authority for the rail carriers involved in the movement.

• A cross-town transfer is not included on Rule 11 shipments that originate on BNSF.

• Per CSX:

• Rule 11 refers to the practice of each carrier separately billing for rail charges for an interline shipment (a shipment that requires 2 railroads). As a rule of thumb, if you request Rule 11 freight charge billing, you will get a freight bill from each rail carrier that touches your load.

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Shipment Type EMEA

(R1)

NA&S

(R2)

Legs Costing level

ZBRG* Barge N N Single Header

ZFTL Full Truck Load Y Y Single Header

ZITM Intermodal - Rail Y Y Single Header

ZLTL Less Than Truck Load Y Y Single Header

ZOCN Ocean Y Y Single Header

ZRLS Rail Y Y Single Header

ZURL** Rail - Leg N Y Multi-leg (Rule 11)

Multi-leg

(Not Rule 11)

Leg

ZSPS Small Parcel/Air Y Y Single Header

ZZZZ Shipment w/o Cost Y Y n/a n/a

Shipment Types

• Shipment types are global. They are common to both EMEA and

NA&S.

• The following table shows the shipment type, legs and costing level

for each shipment type.

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Lesson Summary

Congratulations! You have finished Lesson 1 Overview

You should now be able to:

Define new terms

Understand changes to Corporate Transportation

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1. What are some of the new responsibilities for Transportation

Specialists?

2. How are SCAC codes identified in SAP?

Learning Check

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1. What are some of the new responsibilities for Transportation

Specialists?

• Uploading freight quotes prices with a new upload template into ECC.

• Maintaining fuel surcharge shipment cost conditions (ECC). Paid to carrier.

• Increasing interaction with other functions.

• Using Origin Destination Pair (OD pair).

• Using Citibank T&E Card.

• Using P-Card for non-stock goods and services under $3,000 USD.

2. How are SCAC codes identified in SAP?

• All freight vendors begin with the number 9 and are 7 digits long.

• The previous SCAC associated with those vendors is still available through a

search function in most SAP screens. You need to search for the SCAC code.

Learning Check: Answers

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Corporate Transportation:

Is carrier focused and will negotiate freight quotes with all carriers.

Will manage capacity to move finished goods to the customer on time.

Will work with Sales to provide freight quotes.

SCAC codes are still available.

Master data is shared and accessible across the entire SAP

environment.

Freight quotes are created and maintained using new T-Codes in

SAP.

Mileage will maintained on the Route.

Key Points

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Questions

http://www.google.com/url?sa=i&source=images&cd=&docid=xsbhiMrL6tAGVM&tbnid=YKdrzovqtwc2hM:&ved=0CAgQjRwwAA&url=http://www.123rf.com/photo_13955804_box-with-question-mark-icons.html&ei=P05DUvSFFaqg2gWSqYHwBw&psig=AFQjCNGugfiZgoK4tqdTS4BZ1Qlsye1UaA&ust=1380229055433275


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Transportation Master Data

Lesson 2

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Lesson 2 Objectives


Look up SCAC codes

Understand the new Routes and Route Determination processes

Explain the automation process for Means & Mode of Transportation

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SCAC Code Changes in SAP

• Anywhere in SAP that you see a carrier (Forwarding

Agent).

• Anywhere you have previously referenced SCAC, in

SAP, you can search by SCAC until you are comfortable

with the 9xxxxxx vendor number.

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Forwarding

agent number

Carriers by

SCAC tab

Carriers by

SCAC tab

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SCAC Code Changes in SAP (Continued)

• If you know the SCAC code, you can enter it in the

SCAC field to look up the 7-digit vendor code.

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SCAC code

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SCAC Code on VA03 – Display Sales Order

• You can find the new 7-digit vendor

code on a Sales Order by:

• Selecting the Display doc. header

details icon .

• Finding the Partners tab.

• Looking for the Forwarding Agent

(7-digit number starting with a 9).

• Selecting the match code icon

next to the partner.

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SCAC Code on VA03 – Display Sales Order (Continued)

• The Additional details icon displays a list of vendor lookup functions. Carriers by

SCAC is the last option in the list.

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Transportation Network Overview

• The transportation network consists of the following master data

elements:

• Transportation Zones

• Connection Points

• Route and Stages

• Route Determination

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Global Guidelines for Transportation Zones

• If a new transportation zone is needed, the Transportation Specialist will

create the zone following the Global Guideline (coming soon).

• Information needed:

• Country

• Country Code

• Transportation Zone

• Description

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Maintain Routes – New for NA&S

• Truckload and Ocean

– Maintain specific routes

– Create routes using Origin and Destination with a specific numbering

schema to identify the different types.

– All truck load/intermodal begin with 4

– All deep sea begin with 5

– no change to current process for rail

Note: We are still using generic routes for small packaging, LTL, and air at this

time.

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Automation of Means of Transport Type & Mode of Transportation on Delivery

Today

Customer Service enters the Means of Transport Type and Means of Transportation manually in each Sales Order.

Tomorrow

The Means of Transport Type and Means of Transport are maintained in a table and are pulled into the Delivery when the Delivery is created.

Customer Service will no longer have to maintain those fields in the Sales Order.

Key Benefits

Reduces the risk of incorrect data.

Reduces manual work.

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Automation of Means of Transport Type & Mode of Transportation on Delivery (Continued)

Full set of rules available to review:

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Lesson Summary

Congratulations! You have finished Lesson 2

Transportation Master Data


Look up SCAC codes

Understand the new Routes and Route

Determination processes

Explain the automation process for Means & Mode of

Transportation

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Learning Check

1. Who maintains transportation zones?

2. What are the new numbers to use when

creating routes using Origin and Destination?

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1. Who maintains transportation zones?

• The Transportation Manager

2. What are the new numbers to use when creating routes using Origin

and Destination?

• All truck load/intermodal begin with 4

• All deep sea begin with 5

• No change to current process for rail


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Key Learning Points

New SCAC codes begin with 9.

There is a new numbering system for routes and route determinations.

Customer Service will no longer have to maintain Means of Transport Type

and Means of Transport fields in the Sales Order.

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Questions



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Freight Quotes

Lesson 3

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Lesson 3 Objectives


Understand freight pricing changes

Fuel Surcharges

Prepaid and Add (PPA) charges

Create freight quotes

Update freight price conditions

Expire unused freight quotes

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Changes to Fuel Surcharges

• Fuel surcharges will be a separate line item on the xxxx.

• http://tlwwteams/teams/Global/BusinessTransformation/Release_2/6Testing/08.Testing/01.Draft_

Docs/O2C/Scripts/For_PnD_team_Review/4.6_Transportation_Management_R1_OCT25.xlsx

• http://tlwwteams/teams/Global/BusinessTransformation/Release_2/6Testing/08.Testing/01.Draft_

Docs/O2C/Scripts/For_PnD_team_Review/4.6_Transportation_Management_R1_OCT25.xlsx

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Found the same shipping report

for Transportation Manager on the

Test Script spreadsheet. Ask

Brenda

Found this on another test script.

Ask Brenda

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Pre-paid and Add (PPA) freight pricing

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Where do I find info on

this topic? Ask Brenda.

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Freight Quote

• Transportation has implemented a standard template for freight quotes (Excel). This

template must be submitted to Transportation before a freight quote will be created.

Send an email with the template to a Transportation Specialist.

• If the template is not used, the request will be denied.

• Freight quotes can be modified by Transportation at the request of Sales up until the

status is changed from Quoted to Released.

• Freight quotes are valid for 30 days unless specifically requested otherwise at time of

quote request.

• If the time period lapses, the time period can be extended if the freight rate has not

changed.

• If the time period lapses, and the time period has changed, a new quote must be

created.

• Updates to quantity in a contract will require a new freight quote (Customer Service

and Sales).

• Contracts for the same sold-to/ship-to/material can have different rates at the same

time.

• Can update freight pricing for Sales Orders without updating Contract.

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Freight Price Condition

• Add details from test case

spreadsheet about condition

records.

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Work on this slide

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Freight Price Condition (Continued)

• Freight quotes are entered based on the level of

detail given by sales.

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Table no.

drop down list

Add something about

what is in the notes

section – ask Brenda.

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Create a Quote for Freight

Use the custom transaction ZSD_FQN to:

• Create price conditions for freight.

• If the order is PPA & FSC is needed, use FCA

Incoterms to maintain price condition ZF01.

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Freight Quote with Reference to a Contract

• When you create a freight quote with reference

to a contract, the system pulls details from the

contract into the quote.

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Freight Quote Process

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Transportation Specialist

•Give the number of the freight quote to Sales.

Salesperson > Transportation

Specialist

•The Salesperson notifies Transportation when they are using freight quotes.

Transportation Specialist

•Transportation modifies the freight quote and changes the status to ‘Released’.

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Troubleshoot Freight Quotes

• If there is a problem and

pricing is not pulling in:

• Check the Contract Valid

from = pricing date in order

(VA03?).

• Check the Sales org on the

Sales order (VA03) to make

sure it was created

correctly.

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Freight Price Upload Program

• New program with additional usability features:

• Generates templates to download

• Works with Excel format files (even when open)

• Error checking

• ZSD_PRICE_MASS_UPLD2

• Works with condition types:

• ZF00

• ZFBF

• ZFFS

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Note: The freight quote has to be in a

quoted status to run the ‘Expire’

program.

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Freight Price Upload Program (Continued)

• When you select the key

combination, Excel opens

for you to enter (or copy

from another spreadsheet)

data for upload.

• Make sure you know

where you are saving the

file, so you can upload it

when you are finished.

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• Add details about what

they do to the file.

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• The file needs to be uploaded to SAP.

• Use the ‘Upload data file’ radio button and select the updated file.

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Upload

data file

selectionUpdate

mode

Foreground

radio button

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• If the file is successful, the screen displays as shown in the example above.

• If the file is not successful, the number of error records will populate.

• You will need to open the Excel file to find the issue.

• Re-upload the file after correcting the errors.

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Upload

messages

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Freight Quote Expiration

• Use SAP transaction ZSD_FQN to expire freight quotes that have not been

used.

• You can run the program with a date range.

• You can manually select a quote using the Freight Quote Number field.

• Use the Presentation Server file bath radio button to download the list.

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Presentation Server file

path radio button

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Freight Quote Expiration (Continued)

• The Freight expiration program is a quick method to close out freight

quotes past their expiration date.

• An automatic batch job runs daily to close expired freight quotes.

• Freight quote validity can be shorter than the freight prices themselves – E.g.

Quote valid for 1 month, prices valid for 1 year.

• Transaction: ZSD_FQN_EXPIRE.

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Freight Quote Expiration

Which FQNs will be selected by the program?

• Entries where ‘freight valid to’ is < or = to and ‘freight valid from’ is >

or = to date selection criteria.

What activities does the program perform?

• Status of FQN = Quoted

• If the status of an FQN is ‘Quoted’ and system date is greater than

‘quote valid to’ date then ‘Freight Valid From’ and ‘Freight Valid To’

dates should copy from ‘Quote valid From‘ and ‘Quote valid to’ dates

respectively. The status of that FQN would be changed to ‘Expired’.

• Status of FQN = Released

• If the status of an FQN is ‘Released’ and system date is greater than

‘Freight Valid to’ date then the Status of that FQN should be set as

‘Expired’.

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Freight Quote Reporting

• Freight Rate Lookup report – coming soon in R2.X

• Includes separation of freight base price (ZFBF) and fuel surcharge (ZFFS) which are

combined to create ZF00

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Transaction Code Exercise Title

ZSD_FQN Create a Freight Quote

ZSD_PRICE_MASS_UPLD2 Freight Cost Upload Program

ZSD_FQN_EXPIRE Freight Quote Expiry

Process List

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Exercise 3:1 Create Freight Quote

Transaction Code: ZSD_FQN

You are required to maintain different freight conditions for different ship-to

parties that will be valid for a specific contract.

Refer to the

Exercise

Guide

for

additional

data and

details

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Exercise 3:2 Upload Freight Costs

Transaction Code: ZSD_PRICE_MASS_UPLD2

You want to upload pricing for freight.

Refer to the

Exercise

Guide

for

additional

data and

details

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Exercise 3:3 Expire Unused Freight Quotes

Transaction Code: ZSD_FQN_EXPIRE

It is the end of the month and you want to delete quotes in SAP that were not

used for the month.

Refer to the

Exercise

Guide

for

additional

data and

details

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1. What happens when you create a freight quote with reference to a

contract?

2. Who changes the status of a modified freight quote?

Learning Check

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1. What happens when you create a freight quote with reference to a

contract?When you create a freight quote with reference to a contract, the system

pulls details from the contract into the quote.

2. Who changes the status of a modified quote?Transportation modifies the freight quote and changes the status to

‘Released’.


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Lesson Summary

Congratulations! You have finished Lesson 3 Freight Quotes


Understand freight pricing changes

Fuel Surcharges

Prepaid and Add (PPA) charges

Create freight quotes

Update freight price conditions

Expire unused freight quotes

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Key Learning Points

• Fuel charges are a separate line on the xxxx.

• Prepaid and Add (PPA) charges xxxx.

• You can create freight price conditions when you create a quote.

• You can download prices from SAP, maintain them, and upload into the

system.

• You can run a program that expires unused freight prices.

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Questions



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Shipment Costs

Lesson 4

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Lesson 4 Objectives


Understand the new shipment cost process

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What is Changing – Freight Condition Maintenance

Today

• Two different freight condition upload programs are used for mass maintenance

Tomorrow

• New mass upload transaction can be used to maintain the freight conditions ZF00, ZRT and ZRG

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Ask Brenda, does this go in

lesson 2?? I am so

confused

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Shipment Cost Document Overview

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• A batch job will run to create shipment cost documents for EMEA &

NA&S.

• On successful completion, there is one Shipment Cost Document

created for each Shipment.

Shipment

Status

Value

Overall

Status

5 – Shipment Complete

6 – Shipment Start

7 – Shipment End

Shipments must have one of the

following statuses:

Shipment cost document statuses are:

Status Value

Calculated A – Not Calculated

Assigned A – Account Assignment Not Completed

Transferred A – Not Transferred

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• General information for entire document

• Can view status, reference, administration

• Status is cumulative status calculated from items

Header screen:

• Items refer to shipment header or stage

• General data for shipment costing/settlement/service agent/pricing and settlement dates/tax amount and basis

• Organizational data (for example company code/plant/purchasing organization)

Shipment cost items

• Calculation of shipment costs carried out at this level

• Result of calculation stored at this level

• Depending upon the calculation basis that was determined, this can involve single delivery items, deliveries, shipping units or the entire shipment cost item

Shipment cost sub items

Shipment Cost Document Structure

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Freight Condition maintenance tomorrow

• Freight rate is split into 2 components (ZFBF + ZFFS) to be able to track Base

freight and freight fuel surcharge separately.

• All freight rates related to a freight quote will be stored in SAP as pricing condition

records (that has Freight Quote # as the key).

• Freight Quote can be updated for additional source plants, ship-to’s, Inco-terms,

and shipping conditions without the need to update the Sales Contracts

• Freight Quote details can be copied into a new freight quote template. This allows

easy updating of rates, which can then be used for a new contract with the same

customer / material combination.

• The freight quote must have a validity period, so that once the quote expires, the

freight rates no longer applies to a transaction.

• If a freight quote is not created or used, regular freight rates (using SAP standard

condition type ZF00) will apply.

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Calculate Shipment Cost Overview

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• A batch job will run to automate the calculation of shipment costs on

the shipment cost document.

• The same batch job calculates the shipment cost calculation for both

EMEA and NA&S.

To calculate shipment costs, the

shipment cost document statuses

must be:

On successful completion, shipment

cost document statuses are:

Status Value

Calculated A – Not Calculated

B – Partially Calculated


Transferred A – Not TransferredStatus Value

Calculated C – Fully Calculated


Transferred A – Not Transferred

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Conditions Required for Shipment Costing

• The shipment must be marked as relevant for shipment costing.

• The shipment must have the required total status as set in the definition of

the shipment cost type.

• The shipment must have a transportation status of at least ‘Planned’.

• The shipment must have a service agent.

• Customizing for shipment cost pricing must be set.

• Condition records must be maintained for all freight price conditions.

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Shipment Cost Calculation

• The system determines a pricing procedure for the shipment cost item

using:

• Transportation planning point

• Service agent

• Shipment cost item category

• Shipment

• The shipment determines how cost will be calculated for the individual

condition types in the pricing procedure.

• This controls whether costing is carried out per container or delivery.

• The system then searches for a valid condition record in the pricing

procedure for the first condition type.

• The order in which the system searches condition records is determined by

the access sequence.

• This is copied to the shipment cost sub-item.

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Identify and Resolve Shipment Costing Errors

• Identify Shipment Costing Errors (VI11)

• Run report List Shipment Costs: Calculation to identify the shipment

cost documents missing shipment costs.

• Resolving errors in shipment costing depends on the root cause of

the costing error.

• There are various tasks involved in resolving errors in shipment

costing.

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• Chart of Accounts

• Use the chart of accounts to correct G/L account errors.

• Vendor Master Data

• Carriers are vendors. Use vendor master data to correct

vendor-related issues.

• Material Master Data

• Use the material master data to correct material-related issues.

• Shipment Cost Conditions

• Use the shipment cost conditions master data to identify and

correct issues related to shipment costs.

Master Data for Identifying and Resolving Issues

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• Shipment Cost Document

• Review and edit the shipment cost document as needed.

• Purchase Orders

• Transportation uses PO order type: ZTRP – Transportation

Blanket PO. Look up purchase orders to correct issues related

to purchase orders.

• Service Entry Sheet

• Review the service entry sheet to identify and correct order

entry issues.

Transactional Data for Identifying and Resolving Issues

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The system then searches for a valid condition record in the pricing procedure for the first condition type.

The system determines how shipment costs will be calculated for the individual condition types in the pricing procedure. This controls whether costing is carried

out per container, for example, or per delivery item (the shipment cost sub-items).

The system determines a pricing procedure for the shipment cost item (e.g. a shipment stage) using the following criteria:

Transportation planning point

Service agentShipment cost item category

Shipping type

Shipment Cost Calculation

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The values of the individual condition types are cumulated as specified by the pricing procedure. The final amount calculated is copied to the

shipment cost sub-item

The system searches for the second, then third condition record until values are determined for all condition types in the pricing procedure

Information stored in condition records determines values, such as basic freight

The order in which the system searches for condition records is determined by the access sequence

Shipment Cost Calculation (Continued)

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• Only change to the ratings exception report is that all the

variants need to be re-created.

Ratings Exception Report

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List Shipment Costs: Calculation

• Before creating or

maintaining shipment

costs, you can run

transaction VI11 to

display current costs.

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Create Shipment Cost Condition Records

• Use transaction TK11 to create

shipment cost condition records.

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Add Shipment Cost Rates

• Shipment cost rates can

be created manually

using transaction TK11.

• Custom condition types

begin with z and can be

found at the end of the

Condition Type drop-

down list.

• For change and display,

TK12 & TK13 is business

as usual

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Use the following

condition types:

• ZT11 – flat rates

• ZT20 – scales

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Create Shipment Cost Condition Records

• Once the condition type is selected, a Key Combination window displays

to select the details for the shipment.

87

Add the other

screen showing a

different key

combination and

talk about FT10 &

FT11??

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Create Shipment Cost Condition Records (Continued)

• Based on the combination selected, you will need to enter the

appropriate details about the shipment (Company Code, Service

Agent, etc.).

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Zone Drop-

down list icon

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• SAP has a function that allows you to search for zones using a

wildcard.

89

Quick finder

bar

Wildcard

search

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• The system will auto fill some of the fields.

• The Scales button allows you to enter or find the appropriate scale.

90

Scales

icon

Scale ID

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Transaction Code Exercise Title

VI11 List Shipment Costs: Calculation

TK11 Add Shipment Cost Rates

Process List

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Exercise 4:1 List Shipment Costs: Calculation

Transaction Code: VI11

You want to list shipment cost calculations.

Refer to the

Exercise

Guide

for

additional

data and

details

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Exercise 4:2 Add Shipment Cost Rates

Transaction Code: TK11

You want to add a condition record for shipment costs.

Refer to the

Exercise

Guide

for

additional

data and

details

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1. What is the criteria the system uses to determine a pricing

procedure?

2. Which condition types will be used for R2?

Learning Check

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1. What is the criteria the system uses to determine a pricing

procedure?

• Transportation planning point

• Service agent

• Shipment cost item category

• Shipping type

2. Which condition types will be used for R2?

• ZT11 – Freight Prices

• ZT20 – Freight Weight w/min


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Lesson Summary

Congratulations! You have finished Lesson 4 Shipment Costs


Understand the new shipment cost process

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Key Learning Points

• Most shipment costs will be created automatically, but you can manually

create a shipment cost condition record.

• Custom condition types start with a z.

• Key code combination selections provide a template for new condition

records.

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BW Report

Load Carrier Information

Contains:

• Contract

• Delivery

• Invoice

• Shipment

• Transport provider

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BW Report

Perfect Order Report

Excel view of BW

Contains:

• Full view of Supply Chain

performance

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1. Which details display on the Load Carrier Information report?

2. What are some of the variables you can use to run the Route

Information report?

Learning Check

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1. Which details display on the Load Carrier Information report?

• Contract

• Delivery

• Invoice

• Shipment

• Transport provider

2. What are some of the variables you can use to run the Route

Information report?

• Date Range

• Route

• Service Agent

• Shipment Number

• Origin City

• Origin State


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Lesson Summary

Congratulations! You have finished Lesson 5 Reporting - BW


Understand the new transportation reports.

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Key Learning Points

• The Load Carrier Information report provides contract, delivery, invoice, and

shipment details.

• The Route Information report displays shipment and route details for a date

range.

• The Perfect Order report provides a full view of supply chain performance

for the period(s) selected.

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Review of Course Objectives

You should now understand the following changes for Transportation in:

Master Data

– SCAC Code

– Routes and Route Determinations

– Automation of Means & Modes of Transportation

Freight Quotes

– Freight Condition

– Freight Cost Upload Program

– Create a Freight Quote

– Freight Quote Expiration

Shipment Costs

Reporting – BW

– Route Optimization Export

– Load Carrier Information

– Perfect Order Report

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Course Summary: Key Learning Points

New SCAC codes begin with 9.

There is a new numbering system for routes and route determinations.

Customer Service will no longer have to maintain Means of Transport Type

and Means of Transport fields in the Sales Order.

• You can create freight price conditions when you create a quote.

• You can run a program that expires unused freight prices.

• Most shipment costs will be created automatically, but you can manually

create a shipment cost condition record.

• Custom condition types start with a Z.

• Key code combination selections provide a template for new condition

records.

• The Load Carrier Information report provides contract, delivery, invoice, and

shipment details.

• The Route Information report displays shipment and route details for a date

range.

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Course Evaluation

Follow this link:

Training documentation is found in the Training Library online: XXX

© Tate & Lyle 2014

Transaction Codes

T-Codes Definition

VK11 Create Condition Records

ZSD_FQN Create Freight Quote

ZSD_PRICE_MASS_UPLD2 Mass Price Upload Program

ZSD_FQ_EXPIRE Freight Expiration Program

VI11 List Shipment Costs: Calculation

TK11 Create Condition Records

o2c0300g_transportation_ppt_rev0.4

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