Guías de Configuración para LE-TRA

Hay una serie de interesantísimos documentos en el sitio oficial de SAP que explican cómo configurar LE-TRA para la parte de viajes y documentos de costos. Me ha parecido muy importante también tomar las partes más relevantes de esos documentos, e inmortalizarlas en este artículo por las dudas de que SAP los elimine o los publique de forma privada, por ahí SAP sabe hacer eso con documentos que explican en detalle pasos de configuración SPRO / IMG.

Recuerda que en nuestro foro hay debates sobre #LE-TRA, si tienes la suerte de trabajar con esta parte de la logística de transportes en SAP, ya sabes a dónde juntarte con otras personas que están en la misma "onda" que tú. =) 

Documentos de SAP

I. Transportation – Shipment ➔ https://blogs.sap.com/?p=146735
II. Transportation – Shipment Cost Document ➔ https://blogs.sap.com/?p=146738
III. Transportation – Shipment Cost Document (Cont.) ➔ https://blogs.sap.com/?p=146740

Contenido de cada uno

Transportation – Shipment

1. SAP Language
2. Transportation – Shipment
3. Master Data
4. Maintain Transportation Planning Point
5. Define Routes
6. Define Modes of Transport
7. Define Shipping Type 
8. Defining Transportation Connection Point
9. Defining Transportation Zones
10. Define Transportation Groups
11. Setting up Weight Groups
12. Define Routes and Assigning Routes
13. Definition of routes
14. Maintain Stages for all Routes
15. Determining Routes
16. Route Determination in Sales Order
17. Configuration of Shipments
18. Maintain Transportation Relevance 
19. Set Up Transportation Planning Points
20. Define Shipment Type

Transportation – Shipment Cost Document (part I)

1. Transportation – Shipment Cost Document
2. Shipment Cost Document Structure
3. Define Date Rules
4. Define and Assign Tariff Zones
5. Define and Assign Activity Profile 
6. Define Shipment Cost types
7. Define Item Categories:
8. Assign Shipment Cost Type and item categories
9. Maintain Shipment cost relevance and default for shipment cost type 
10. Define shipment cost relevance for shipment type 
11. Pricing

Transportation – Shipment Cost Document (part II)

1. Define and assign shipping type procedure group 
2. Define and assign item procedure group 
3. Define Service Agent Procedure Group for Shipment Costs
4. Maintain Price Procedure 
5. Define Pricing Procedure Determination for Shipment Costs
6. Maintain Condition Type 
7. Settlement
8. Assign Purchasing Data
9. Account Determination 
10. Group Together Valuation Areas
11. Define Valuation Classes
12. Automatic G/L account Determination 
13. Automatic determination of CO assignments
14. Business Process Procedure
15. Create transportation condition records
16. Create Delivery Document
17. Create Shipment Document
18. Creating Shipment Cost Document & Cost Settlement
19. Effects of Shipment cost settlement and related documents
20. User-Exits
21. BADIs

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Transportation – Shipment

Maintain Transportation Planning Point

Transaction	SPRO or SM30
Path	SPRO > Enterprise Structure > Definition > Logistics Execution > Maintain transportation planning point
Table/View	V_TTDS

Define Routes

The route is a component of LE-SHP and plays an important role in the Shipping process creation and planning, determining itinerary (the leg or stage in the shipment), determines Means of Transport, like truck, train, plane or ship and they usually carry a departure point information (e.g. Shipping point) and Destination Point (port of destination, customer and etc)..

Transaction	0VTC
Path	SAP Easy Access > Logistics > Logistics Execution > Master Data > Transportation > Routes > Define Routes > Define Routes and Stages
Table/View	TVRO

Define Modes of Transport

Transaction	0VTB
Path	SPRO > Logistics Execution > Transportation > Basic Transportation Functions > Routes > Define Routes > Define Modes of Transport
Table/View	V_TVTR_COM

Define Shipping Type

Here you will inform what are the shipping types and their mode of transport. See below in the screenshot some example of Shipping Types. They are suggestions only. Create them according to your business requirements

Transaction	0VTA
Path	SPRO > Logistics Execution > Transportation > Basic Transportation Functions > Routes > Define Routes > Define Shipping types
Table/View	V_T173_COM

Defining Transportation Connection Point

TCP is the place where goods are received, issued, re-shipped or processed. Those processes can include activities like customs clearance or railway car cleaning, railway station for example. For each TCP, you can define the type (for example: load transfer point, airport or border), who is the responsible customs office, calendar and stopover time. You can also refer it to a plant or shipping point, a customer or vendor or to an address.

Transaction	0VTD
Path	SPRO > Logistics Execution > Transportation > Basic Transportation Functions > Routes > Define Routes > Define Transportation Connection Point
Table/View	V_TVKN_COM

Defining Transportation Zones

It is where you will specify all the regions that you plan to cover with your routes. The routes will be from a departure zone to a destination zone.

There are three kinds of transportation zones:

• Direct zone > Can be allocated to explicit locations
• Postal code zone > Contains all locations corresponding to the valid postal code areas of a particular country
• Region zone > is defined by entering a country and region, and contains all locations in that region

You can also have a mixed zone which is a combination of the types above.

Transaction	OVR1
Path	SPRO > Logistics Execution > Shipping > Basic Shipping Functions > Routes > Route Determination > Define Transportation Zones
Table/View	V_TZONE

You can also specify the zones for each of your shipping points here:

Transaction	OVL7
Path	SPRO > Logistics Execution > Shipping > Basic Shipping Functions > Routes > Route Determination > Maintain Country and Transportation Zone for Shipping Point
Table/View	V_TVST_RF

Define Transportation Groups

The transportation group specify the materials that will have similar requirements for transportation. For example, you can group products that are bulk or non-bulk, Pallet or Box and etc. You assign those groups in Material Master Records.

Transaction	OVSY
Path	SPRO > Logistics Execution > Shipping > Basic Shipping Functions > Routes > Route Determination > Define Transportation Groups
Table/View	V_TTGR

Setting up Weight Groups

If the weight of the delivery plays a role in route determination, you can set up weight strategy here.

Transaction	OVS8
Path	SPRO > Logistics Execution > Shipping > Basic Shipping Functions > Routes > Route Determination > Define Weight Groups
Table/View	VC_TVLG

Definition of routes

First you need to define the routes, doing the following steps:

• List the routes that are relevant to your process/company.
• Create the routes
• If necessary/required, inform additional data to the route, which can be:
• Shipping type > You can assign a shipping type to the route, to the preliminary leg, and to the subsequent leg.
• Transportation service agent
• Transit time
• Transit planning lead time
• Factory calendar, work time
• Driving time (transit time minus breaks, distance)
• You can assign a mode of transport to the routes for processing export activities.

Transaction	0VTC
Path	SPRO > Logistics Execution > Shipping > Basic Shipping Functions > Routes > Define Routes > Define Routes And Stages
Table/View	V_TVRO_COM

Maintain Stages for all Routes

You can process stages for several routes at the same time. So, instead doing it one by one, use the transaction or path below to maintain it in a more efficient way.

Transaction	0VTE
Path	SPRO > Logistics Execution > Shipping > Basic Shipping Functions > Routes > Define Routes > Maintain Stages for all Routes
Table/View

Determining Routes

To the route be automatically determined, the following parameters are taken in consideration:

• Country and departure zone (Shipping Point address)
• Country and destination zone (ship-to party address)
• Shipping condition (It is informed in the Sales Order and carried over to the subsequent documents)
• Transportation group (from the material master)

In the deliveries routes determination, you can also add weight groups to the list of controlling factors, if you are using weight as a criteria for routes determination, which is optional as explained more above.

Transaction	0VRF
Path	SPRO > Logistics Execution > Shipping > Basic Shipping Functions > Routes > Route Determination > Maintain Route Determination
Table/View	VC_TROLZ

Maintain Transportation Relevance

Before configuring shipment documents, it is necessary to select the relevance to transportation.

Transaction	0VTR
Path	SPRO > Logistics Execution > Transportation > Shipments > Maintain Transportation Relevance
Table/View	V_TVLK_TR / V_TVLP_TL / V_TVRO

Define Shipment Type

The shipment types are related to the different ways of transporting and processing products, either from sales or stock transfer orders and etc. There are even situations where a Shipment Type for "Inbound" processing is required, for goods coming in.

There are 3 distinct transportation categories:

• The Individual shipment when one or more delivery documents are assigned and transported by a single transport mode from a departure point to a destination point.
• The Collective shipment where one or multiple deliveries are transported by one single transport mode from one or more departure points to one or more destination points.
• The Multi-modal shipment when deliveries are transported by several different transport modes between one or more departure points and one or more destination points.

Transaction	OVTK
Path	SPRO > Logistics Execution > Transportation > Shipments > Define Shipment Types
Table/View	V_TVTK

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Cost Documment

Define Date Rules

Here you create "Date Rules". They are used to determine what are the dates to be taken in consideration when a shipment is created, to the Pricing Date, Settlement Date. Since you may have different Shipment Item Types (Item Categories), they may have different rules to the dates, if so, you can create different rules here and assign them to the Shipment Item Type.The dates will come from Shipment's deadlines dates (either actual or planned dates).

Transaction	T_60
Path	SPRO > Logistics Execution > Transportation > Shipments Costs > Basic Functions > Define Date Rules
Table/View	V_TVFTR

Define and Assign Tariff Zones

Here is where you will inform the tariff zones along with their respective postal codes areas assigning to the tariff zones for each transportation planning point. You can use the Tariff Zones in the shipment cost calculation, based on a region (defined by a set of Postal Codes) assigned to a given Freight Agent.

Transaction	T_76
Path	SPRO > Logistics Execution > Transportation > Shipments Costs > Basic Functions > Define and Assign Tariff Zones
Table/View	TVFPTZ

Define and Assign Activity Profile

The profiles are very useful to calculate shipment cost document during the sales order creation to allow have an estimated freight amount.

Transaction	T_80
Path	SPRO > Logistics Execution > Transportation > Shipments Costs > Define And Assign Activity Profiles
Table/View	V_TVTK_PROF

Define Shipment Cost types

In many businesses situations, it is common to have different needs for settlement procedures to the shipments. To handle those different needs, you can create different Shipment Types and assign them to their respective shipment types.

Transaction	T_56
Path	SPRO > Logistics Execution > Transportation > Shipments Costs > Shipment Cost Document > Shipment Cost Types and Item Categories
Table/View	V_TVTF

Define Item Categories

The Item Categories (shipment cost item types) contains settings for calculation and settlement of a shipment's stage/leg.

Transaction	T_56
Path	SPRO > Logistics Execution > Transportation > Shipments Costs > Shipment Cost Document > Shipment Cost Types and Item Categories
Table/View	VC_TVFTK / V_TVTF /  V_TVFT / V_TVFTK

Assign Shipment Cost Type and item categories

Transaction	T_56
Path	SPRO > Logistics Execution > Transportation > Shipments Costs > Shipment Cost Document > Shipment Cost Types and Item Categories
Table/View	V_TVFTK

Maintain Shipment cost relevance and default for shipment cost type

Transaction	SPRO
Path	SPRO > Logistics Execution > Transportation > Shipments Costs > Shipment Cost Document > Shipment Cost Relevance and Default for Shipment Cost
Table/View	VC_TVTK_VF

Define shipment cost relevance for shipment type

Transaction	T_57
Path	SPRO > Logistics Execution > Transportation > Shipments Costs > Shipment Cost Document > Shipment Cost Relevance and Default for Shipment Cost
Table/View	VC_TVTK_VF

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Cost Documment - Part II

Define and assign shipping type procedure group

Here you will define the Shipping type procedure group which is associated to the Shipping Type (represented mostly as the Mode of Transport). The shipping type procedure group is important to determine the pricing procedure automatically that will be used to calculate freight when shipment cost document is created.

Transaction	T_72 / T_08
Path	SPRO > Logistics Execution > Transportation > Shipments Costs > Pricing > Pricing Control > Define and Assign Pricing Procedures
Table/View	VC_TVFCV

Define and assign item procedure group

When you create a Shipment Item Type (Item Categories), you have to assign an item procedure group. Here is where you create those item procedure groups, which are also used to pricing procedure automatic determination.

Transaction	T_71
Path	SPRO > Logistics Execution > Transportation > Shipments Costs > Pricing > Pricing Control > Define and Assign Pricing Procedures
Table/View	VC_TVFT_Z

Define Service Agent Procedure Group for Shipment Costs

This is one additional element that you can use in Pricing's automatically determination. The Service agent procedure group, as you can imagine, is informed in the Freight Agent Vendor Master in the control tab (XK01).

Transaction	SPRO
Path	SPRO > Logistics Execution > Transportation > Shipments Costs > Pricing > Pricing Control > Define and Assign Pricing Procedures
Table/View	V_TVFCD

Maintain Price Procedure

To those are familiar with the Pricing Procedure concept (in Sales Order and Purchase Orders for example), the Shipment pricing procedure is the same as the standard pricing procedure and uses Conditions and Access Sequence to retrieve the data from condition records (entered for example via TK11).

Transaction	SPRO
Path	SPRO > Logistics Execution > Transportation > Shipments Costs > Pricing > Pricing Control > Define and Assign Pricing Procedures
Table/View	VVC_T683_FA

Define Pricing Procedure Determination for Shipment Costs

Based on the combination of Item Category Determination group, Service Agent Procedure Group, Shipping Type Procedure Group you can have the pricing procedure automatically determined in the Shipment Cost Document. It is not possible to manually enter a procedure in the Shipment Cost.

Transaction	T_73
Path	SPRO > Logistics Execution > Transportation > Shipments Costs > Pricing > Pricing Control > Define and Assign Pricing Procedures
Table/View	VC_TVFCSF

Maintain Condition Type

The condition type needs to be "E" if you want to calculate the freight based on net weight or D for Gross Weight based on Delivery's weight.

Transaction	T_06
Path	SPRO > Logistics Execution > Transportation > Shipments Costs > Pricing > Pricing Control > Define Condition Type
Table/View	V_T685A

Settlement

As the Settlement triggers in most of the cases a Purchase Order and Service Entry Sheet creation, it is necessary to maintain some assignments, such as Purchase Organization, Purchase Group and Plant to a given Transportation Planning Point and Shipment Type.

Transaction	T_53
Path	SPRO > Logistics Execution > Transportation > Shipments Costs > Settlement > Assign Purchasing Data
Table/View	V_TVFP

Account Determination

Group Together Valuation Areas

The account determination is based on valuation area and company codes. This is in most of the companies a FI job, not SD. For this reason, I will show it high level only.

Transaction	OMWD
Path	SPRO > Materials Management > Valuation and Account Assignment > Account Determination > Group Together Valuation
Table/View	V_001K_K

Define Valuation Classes

Here is where you create and assign valuation classes. The valuation class is assigned when you do the assignments of Shipment Type and Item Category (explained here previously).

Transaction	OMSK
Path	SPRO > Materials Management > Valuation and Account Assignment > Account Determination > Define Valuation Classes
Table/View	V_025K / V025 / V_134_K

Automatic G/L account Determination

From the Transaction "GBB" and combination of General Modification key "VBR" and valuation class the G/L account is determined for the posting to the freight accounts.

Transaction	OMWB
Path	SPRO > Logistics Execution > Transportation > Shipment Costs > Settlement > Automatic G/L Account Determination
Table/View

Automatic determination of CO assignments

When the shipment cost document is created, the G/L account is pulled in based on configuration above, including valuation class. But how is the cost center assigned in the document? Remember that I said that even if you don't use the cost center as primary account assignment, it is still used to post statistically.

So, based on the configuration below, the Cost Center is going to be pulled to the document and used in the accounting posting (accrual).

Transaction	OKB9
Path	SPRO > Logistics Execution > Transportation > Shipment Costs > Settlement > Automatic Determination of CO Assignments
Table/View

Create transportation condition records

Here you maintain the rates agreed with the Freight Agent. This step is required in order to capture the cost / freight calculation automatically when the Shipment Cost Document is created.

Transaction	TK11
Path	SAP Easy Access > Logistics > Master data > Transportation > Shipment cost > Price
Table/View

User-Exits

• V54B0001 Shipment Costing: Configure pricing
• V54B0003 Shipment Costs Calculation: Determine Rate Type and Currency
• V54B0004 Shipment Costs Calculation: Determine Status
• V54C0001 Shipment Costing: Description(s) shipment cost item(s)
• V54C0002 Shipment Costing: Create shipment cost sub-items
• V54C0003 Shipment Costs Processing: Determine Invoicing Party
• V54C0004 Shipment Costs Processing: Determine Loc. for Tax Invoice
• V54D0001 Shipment Costing: Determining the Tax Countries
• V54KSFRC Determining the factors for apportionment of shipment costs
• V54P0001 Extended Function Codes for Shipment Cost Information
• V54U0001 Shipment Cost processing: Check whether changes made
• V54U0002 Check shipment costs for completion
• V54U0003 Specification of shipment cost number
• V54U0004 Formatting for update of new objects (shipment costs)
• V54U0005 Updating new objects in shipment cost processing
• V54U0006 Shipment Purchase Order – Header Data Supply
• V54U0007 Shipment Purchase Order – Item Data Supply

BADIs

• BADI_SCD_ACCTG Call During Shipment Cost Account Assignment
• BADI_SCD_CREATE When Generating a Shipment Costs Document
• BADI_SCD_CREATE_CHCK For Checks When Creating a Shipment Costs Document
• BADI_SCD_PO_SELECT Call for the Purchase Order Item Determination
• BADI_SCD_PROCESS_CHK For Checks During Shipment Costs Processing
• BADI_SCD_SAVE When Saving Shipment Costs Documents
• BADI_SCD_TRANSFER For Transferring Shipment Cost Items

Fin :) 

PD: Sin lugar a dudas es un post muy largo, pero si te gustó por favor compartilo en las redes!