Internal Settlement for Resources on "SAP TM for Shipper" Business Scenario

[S0010309815]

Dear Colleagues:

We are implementing "SAP TM for Shippers" Business Scenario.

Does anybody would have a document explaining how the setup the SAP TM functionality in order execute a Freight Order "Internal Settlement" when own Resources of type Vehicle are being used ?

- An own Vehicle type resource has been assigned to the Freight ORder

- The Vehicle type resource has been assigned to the SAles ORganization 1000 as part of the Resource master data.

- An Internal Agreement has been created between the "Sales ORganization" assigned to the Vehicle type Resource and Business Partner assigned to the Purchasing Organization used on the Freight Order involved.

- When the option "Charge/ Settlement" --> "Calculate Internal Charge" is being selected into the Freight ORder, nothing it happen.

We have followed the SAP TM 9.3 Online Help "Internal Settlement for Resources" recommendations in order setup this scenario.

I have red the following statement on SAP TM 9.3 Online Help-Internal Settlement for Resources: ".......You can use an internal settlement for a resource when you are a logistics service provider and you do not subcontract the movement of goods to a carrier...."

How we should proceed in case of "SAP TM for Shippers Business Scenario"  to move forward with this requirement ?

Thanks in advance

Gustavo

[Dimpu · Accepted solution]

Hello Gustav,

Your Organizations i mean, sales and purchase belongs to same company code or different?

If they belong to same company code, enable the falg 'Intracompany settlement' for the company they belonged to.

If they belong to two different company code then, the flag mentioned above should be disabled.

Regards,

Dimpu

[S0010309815 · Accepted solution]

Hello Dimpu,

First of all thanks a lot for your feedback.

The "Sales ORganization" as well as the "Purchasing ORganization" belongs to the same "Company Code".

Could you please share with me some further details about where the "intracompany settlement" flag is located ?

Would you mind also confirm whether it is possible move forward with the execution of the described scenario (I mean, manual creation of Freight ORder, use internal resource and leverage an internal agreement) without use "Forwarding ORder" documents ?

Thanks in advanced

Best REgards

Gustavo

[Dimpu · Accepted solution]

Hello Gustavo,

Go to the transaction PPOME, look for the the company organization under which your sales and purchase organization is defined. Select the company organization and navigate to the Org.Data tab.

There is a flag 'Intracompany settlement'.

To answer your second question, you can create manually the freight orders and assign the resource, the internal charges and settlement works.

Best Regards,

Dimpu

[S0010309815 · Accepted solution]

Hello Dimpu,

Once the "Intracompany Settlement" flag has been setup, at the time the "charge calculation" it happen on the Freight Order, the following error message appear:

"....No calculation sheet found and no charges calculated; check agreement...."

At the "charge Analysis Log" screen it says "....no agreement found for organization ....; charge not calculated"

I already created an "Internal Agreement" involving both, the "Sales Organization" assigned to the resource vehicle used at Freight Order level and the "Purchasing Organization" used on the same Freight Order.

Follow a summary of some fields related to this subject fulfilled at "Internal Agreement" as well as "Freight Order" level:

"Internal Agreement":

- "Organizational Unit" screen --> The Sales Organization linked to the Vehicle resource has been assigned

- "Business Partner" screen --> the Purchasing Organization assigned to the Freight Order involved has been assigned

- "Resource" field --> The value "Resource" has been assigned.

"Freight Order":

- "Purchasing Organization" field --> the Purchasing Organization involved has been assigned

- "Carrier" Field --> First of all I  assigned the Business Partner assigned to the "Sales Organization" linked to the Vehicle Resource used on the Freight Order. Since this doesn´t work, then I assigned  the Business Partner Linked to the Purchasing Organization used on  the Freight Order. In both cases the same message error (it only change the fact that an "Agreement is being searched related to the Sales Organization" or an "Agreement is being searched related to the Purchasing Organization" involved) appear.

Any further recommendation will be very appreciated.

Thanks in advanced

Best REgards

Gustavo

[Dimpu · Accepted solution]

Hello Gustavo,

The internal agreement should be set-up between the owner organization of the resource and the BP being the Purchase organization. If you have set-up similarly check whether the agreement has been released.

If agreement has been released check whether the TCCS is maintained ? and the right attributes are there. For example if you have a freight order for shipping type LTL then make sure the agreement item attribute shipping type is either empty or it has LTL.

It will be helpful if the screenshots are sent for the better understanding of your issue.

Carrier field maintain the BP which has the BP role as carrier.

Best Regards,

Dimpu

[S0010309815 · Accepted solution]

Hello Dimpu,

-The Internal Agreement has been Released

-The Internal Agreement is setup between the Organizational Unit Sales ORganization which is linked to the vehicle resource used on the Freight Order; and the Business Partner assigned to the Purchasing ORganization used on the Freight ORder

-The Internal Agreement has a Calculation Sheet including one Charge Type with its corresponding Rate Table

-We are not filling the Shipping Type field neither on the Freight Order nor at Internal Agreement level

Please find follow screenshots belonging to the Internal Agreement:

Screenshots belonging the Freight Order:

On the "Vehicle" field, an own (internal resource) vehicle resource has been assigned which it has linked the "Sales Organization" 1000 as "owner".

The BP "200000007" is the one linked to the Sales Organization 1000

The Purchasing Organization 1000 is the one with "Organizational Object ID" (Transaction PPOME) 50000052

Follow the error message regarding internal agreement determination:

Thanks in advanced

Best Regards

Gustavo

[Dimpu · Accepted solution]

Hello Gustav,

Which is that organization 5000052? which is shown in the charges analysis log of the last screenshot.

Best Regards,

Dimpu

[S0010309815 · Accepted solution]

Hello Dimpu,

The organization 50000052 is the one defined as "Purchasing ORganization" on Transaction PPOME.

Thanks

Best REgards

Gustavo

[Dimpu · Accepted solution]

Hello Gustav,

The BP behind that purchase organization is used as the BP in the internal agreement?

Could you send the screenshots of the sales and purchase organization in the PPOME?

Best regards,

Dimpu

Message was edited by: Dimpu Keeker

[S0010309815 · Accepted solution]

Hello Dimpu,

Yes, the BP behind the purchasing organization is used as the BP in the Internal agreement. Please find follow the screenshots:

The Business Partner higlighted on red below is the one linked to the Purchasing Organization on PPOME transaction code:

Please find follow the Organizational Structure on PPOME transaction:

Follow you can find the Purchasing Organization Organizational Unit highlighted on a circle on red colour :

Please find follow the Organizational Unit representing the Sales Organization:

Please find follow the Organizational Unit representing the Company Code:

Thanks in advanced.

Best REgards

Gustavo

[Dimpu · Accepted solution]

Hello Gustav,

I failed to notice last time, You are trying to do Charge Calculation, hence its failing. This calculation is applied for Sub-contracting to carriers, not internal cost. hence in the analysis log it was saying there is no agreement for that purchase organization.

Click on the Calculate internal charges and check the charges in the internal charges tab.

Best Regards,

Dimpu

[S0010309815 · Accepted solution]

Hello Dimpu,

I have already tried click on the "Calculate internal charge" option on the Freight Order however, still it is not working.

I tried two options:

Option 1:

- By entering the Business PArtner corresponding to the "Sales ORganization" on the field "Carrier" and the following error message appear:

Option 2:

- By leaving the "Carrier" field with no value and the same  error message appear:

On addition, I don´t see on the Freight Order screen the "internal charges tab" you refer to.

Thanks in advanced one more time

Best Regards

Gustavo

[Dimpu · Accepted solution]

Hello Gustav,

Do not enter the carrier in the carrier field, if you want to do internal charges.

The error you mentioned only comes if you are doing Calculate Charges. Request you to only click on Calculate Internal Charges.

The Internal Charges can be assigned using the personalization tab at the top right of the Freight order.

Then Click on the open Personalization Dailog box, Click on Add, you will find Internal charges and add it to the main menu.

Regards,

Dimpu

[S0010309815 · Accepted solution]

Hello Dimpu,

Now It works !!!

Thank you a lot for your strong support !!!!!!

Best REgards

PS: I´ll write down another question since another error appear when select "Create internal settlement document"