Here are the key points about changes to fuel surcharges: - Fuel surcharges will be calculated and maintained as shipment cost conditions in SAP ECC. - Transportation will be responsible for maintaining the fuel surcharge shipment cost conditions on a monthly basis or as needed. - When a shipment is invoiced, the applicable fuel surcharge shipment cost condition will accrue as a separate line item on the invoice. - This allows fuel surcharges to be tracked and analyzed separately from the base freight charges. - The fuel surcharge shipment cost condition can be applied to either customer invoices or carrier invoices, depending on who is responsible for paying the fuel surcharge. So in summary, the changes standard

1. © Tate & Lyle 2014
Course ID # O2C300G
Transportation

2. © 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

3. © Tate & Lyle 2014 3
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

4. © Tate & Lyle 2014 4
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

5. © Tate & Lyle 2014 5
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

6. © Tate & Lyle 2014
Materials
• User guides
• uPerform Simulations
• Job aids
• SAP Training Practice Client
All documentation is stored in the Training Library online, training.tlww.net
6

7. © Tate & Lyle 2014 7
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

8. © Tate & Lyle 2014 8
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

9. © Tate & Lyle 2014
Genesis NA&S Training
R1
Stabilization
Release 1
EMEA Release 2 – North America, Singapore & EMEA
Future
Releases
Release 3
Rest 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
9

10. © Tate & Lyle 2014
Overview
Lesson 1

11. © Tate & Lyle 2014 11
Lesson 1 Objectives
At the end of this Lesson, you will be able to:
 Define new terms
 Understand changes to Corporate Transportation

12. © Tate & Lyle 2014
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 eg
plant 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
12

13. © Tate & Lyle 2014
Change Overview for Corporate Transportation
13
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.
13

14. © Tate & Lyle 2014
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.
14
ask Theresa
Patrick
Add Fuel
Surcharge into
ECC (customer
or carrier)

15. © Tate & Lyle 2014
Freight Terms versus Incoterms
Order / Delivery related terms by Ship-to - Freight Terms vs. Incoterms
NMFTA Freight
Payment Terms
Shipping
Conditions
Logistics
Who pays the
Carrier
Incoterms 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
Add
Not “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)
15

16. © Tate & Lyle 2014
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.
16
16

17. © Tate & Lyle 2014
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.
17

18. © Tate & Lyle 2014
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.
18

19. © Tate & Lyle 2014
Lesson Summary
Congratulations! You have finished Lesson 1 Overview
You should now be able to:
 Define new terms
 Understand changes to Corporate Transportation
19

20. © Tate & Lyle 2014
1. What are some of the new responsibilities for Transportation
Specialists?
2. How are SCAC codes identified in SAP?
Learning Check

21. © Tate & Lyle 2014
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

22. © Tate & Lyle 2014
 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

23. © Tate & Lyle 2014 23
Questions

24. © Tate & Lyle 2014
Transportation Master Data
Lesson 2
24

25. © Tate & Lyle 2014 25
Lesson 2 Objectives
At the end of this Lesson, you will be able to:
 Look up SCAC codes
 Understand the new Routes and Route Determination processes
 Explain the automation process for Means & Mode of Transportation

26. © Tate & Lyle 2014
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.
26
Forwarding
agent number
Carriers by
SCAC tab
Carriers by
SCAC tab

27. © Tate & Lyle 2014
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.
27
SCAC code

28. © Tate & Lyle 2014
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.
28

29. © Tate & Lyle 2014
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.
29

30. © Tate & Lyle 2014
Transportation Network Overview
• The transportation network consists of the following master data
elements:
• Transportation Zones
• Connection Points
• Route and Stages
• Route Determination
30

31. © Tate & Lyle 2014
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
31

32. © Tate & Lyle 2014
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.
32

33. © Tate & Lyle 2014
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.
33

34. © Tate & Lyle 2014
Automation of Means of Transport Type & Mode of
Transportation on Delivery (Continued)
Full set of rules available to review:
34

35. © Tate & Lyle 2014
Lesson Summary
Congratulations! You have finished Lesson 2
Transportation Master Data
You should now be able to:
 Look up SCAC codes
 Understand the new Routes and Route
Determination processes
 Explain the automation process for Means & Mode of
Transportation
35
35

36. © Tate & Lyle 2014
Learning Check
1. Who maintains transportation zones?
2. What are the new numbers to use when
creating routes using Origin and Destination?
36

37. © Tate & Lyle 2014
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
Learning Check: Answers
37

38. © Tate & Lyle 2014 38
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.

39. © Tate & Lyle 2014 39
Questions

40. © Tate & Lyle 2014
Freight Quotes
Lesson 3

41. © Tate & Lyle 2014 41
Lesson 3 Objectives
At the end of this Lesson, you will be able to:
 Understand freight pricing changes
 Fuel Surcharges
 Prepaid and Add (PPA) charges
 Create freight quotes
 Update freight price conditions
 Expire unused freight quotes

42. © Tate & Lyle 2014
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
42
Found the same shipping report
for Transportation Manager on the
Test Script spreadsheet. Ask
Brenda
Found this on another test script.
Ask Brenda

43. © Tate & Lyle 2014
Pre-paid and Add (PPA) freight pricing
43
Where do I find info on
this topic? Ask Brenda.

44. © Tate & Lyle 2014 44
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.

45. © Tate & Lyle 2014
Freight Price Condition
• Add details from test case
spreadsheet about condition
records.
45
Work on this slide

46. © Tate & Lyle 2014
Freight Price Condition (Continued)
• Freight quotes are entered based on the level of
detail given by sales.
46
Table no.
drop down list
Add something about
what is in the notes
section – ask Brenda.

47. © Tate & Lyle 2014
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.
47

48. © Tate & Lyle 2014
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.
48

49. © Tate & Lyle 2014
Freight Quote Process
49
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’.

50. © Tate & Lyle 2014
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.
50

51. © Tate & Lyle 2014
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
51
Note: The freight quote has to be in a
quoted status to run the ‘Expire’
program.

52. © Tate & Lyle 2014
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.
52

53. © Tate & Lyle 2014
Freight Price Upload Program (Continued)
• Add details about what
they do to the file.
53

54. © Tate & Lyle 2014
Freight Price Upload Program (Continued)
• The file needs to be uploaded to SAP.
• Use the ‘Upload data file’ radio button and select the updated file.
54
Upload
data file
selectionUpdate
mode
Foreground
radio button

55. © Tate & Lyle 2014
Freight Price Upload Program (Continued)
• 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.
55
Upload
messages

56. © Tate & Lyle 2014
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.
56
Presentation Server file
path radio button

57. © Tate & Lyle 2014
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.
57

58. © Tate & Lyle 2014
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’.
58

59. © Tate & Lyle 2014
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
59

60. © Tate & Lyle 2014
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
60

61. © Tate & Lyle 2014 61
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

62. © Tate & Lyle 2014 62
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

63. © Tate & Lyle 2014 63
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

64. © Tate & Lyle 2014
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

65. © Tate & Lyle 2014
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’.
Learning Check: Answers

66. © Tate & Lyle 2014
Lesson Summary
Congratulations! You have finished Lesson 3 Freight Quotes
You should now be able to:
 Understand freight pricing changes
 Fuel Surcharges
 Prepaid and Add (PPA) charges
 Create freight quotes
 Update freight price conditions
 Expire unused freight quotes
66

67. © Tate & Lyle 2014 67
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.

68. © Tate & Lyle 2014 68
Questions

69. © Tate & Lyle 2014
Shipment Costs
Lesson 4

70. © Tate & Lyle 2014 70
Lesson 4 Objectives
At the end of this Lesson, you will be able to:
 Understand the new shipment cost process

71. © Tate & Lyle 2014
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
71
Ask Brenda, does this go in
lesson 2?? I am so
confused

72. © Tate & Lyle 2014
Shipment Cost Document Overview
72
• 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
72

73. © Tate & Lyle 2014
• 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
73

74. © Tate & Lyle 2014
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.
74
74

75. © Tate & Lyle 2014
Calculate Shipment Cost Overview
75
• 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
Assigned A – Account Assignment Not Completed
Transferred A – Not Transferred
Status Value
Calculated C – Fully Calculated
Assigned A – Account Assignment Not Completed
Transferred A – Not Transferred

76. © Tate & Lyle 2014
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 agent
Shipment 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.
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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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Create Shipment Cost Condition Records (Continued)
• SAP has a function that allows you to search for zones using a
wildcard.
89
Quick finder
bar
Wildcard
search

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Create Shipment Cost Condition Records (Continued)
• The system will auto fill some of the fields.
• The Scales button allows you to enter or find the appropriate scale.
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Scales
icon
Scale ID

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Create Shipment Cost Condition Records (Continued)
• Minimum price and amount fields xxxx.
91
Minimum Price
and Amount
fields

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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
Learning Check: Answers
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Lesson Summary
Congratulations! You have finished Lesson 4 Shipment Costs
You should now be able to:
 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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Questions

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Reporting - BW
Lesson 5

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Lesson 5 Objectives
At the end of this Lesson, you will be able to:
 Understand the new transportation reports.

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BW Report
Load Carrier Information
Contains:
• Contract
• Delivery
• Invoice
• Shipment
• Transport provider
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BW Report
Route Information
Contains:
• Shipment
• Route
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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
Learning Check: Answers
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Lesson Summary
Congratulations! You have finished Lesson 5 Reporting - BW
You should now be able to:
 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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Questions

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Course Summary

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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

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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

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You have completed the course