Transportation Management in SAP S/4HANA: Master Data Guide For Charge Management

BEST PRACTICES GUIDE | PUBLIC
SAP S/4HANA 1809

2019-11-12
Transportation Management in SAP S/4HANA:

Master Data Guide for Charge Management
© 2019 SAP SE or an SAP affiliate company. All rights reserved.
THE BEST RUN

Content
1 Purpose. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
2 Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
2.1 System Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
3 Charge Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
3.1 Defining Source Location Scales. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
3.2 Defining Destination Region Scales. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
3.3 Defining Destination Zone Scales. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
3.4 Defining Source Zone Scales. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
3.5 Defining Less-than-Truckload Break-Weight Scales. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
3.6 Defining Carrier Rates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
3.7 Defining Fuel Surcharges. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
3.8 Defining Calculation Sheets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
3.9 Defining Freight Agreements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Transportation Management in SAP S/4HANA: Master Data Guide for Charge Management
2 PUBLIC Content
1 Purpose
In this document, you find a description of how to create a master data for charge management for your S/4
HANA system. The description includes those data segments that are relevant for the master data to work in a
"usual" system environment. The reader mainly learns which data segments and fields usually need to be filled
with input values. Fields that are not relevant for the scope of the S/4 HANA content delivery by SAP Best
Practices are not described in this document although they may appear on the UI.
Purpose PUBLIC 3
2 Prerequisites
2.1 System Access
System Details
System Accessible via SAP Fiori Launchpad. Assign standard

role SAP_BR_TRANSPORTATION_MANAGER to your user, to
be able to do the neccessary settings described in this guide.
4 PUBLIC Prerequisites
3 Charge Management
3.1 Defining Source Location Scales
Context
Define your master data records for source location scales using the SAP Fiori launchpad. Rates are based on
source and destination; in this scenario the source location is the shipping point.
Procedure
1. Log on to the Fiori launchpad with your user credentials.
The Start page appears.

2. In the Charge Management section, choose the Create Scale tile.
3. On the Create Scale screen, press Continue and create the scale using the values shown in the following
table:
Field Description User Action and Values
General Data
Scale Scale identifier RF-SCALE-ORIGIN_LOC
Description Description of the scale Source Location
Scale Base Defines the basis of the scale, such as LOC

location, distance, or duration.
Location because this identifies loca
tions (source location).
Items
Calculation Type Defines how the values of the scales Absolute, which means read the val
are read. ues directly.
Charge Management PUBLIC 5
Internal Location Location code SP_1710
SP_1720(only relevant for Stock

Transport Orders (Basic Shipping
Scenario))
4. Save your entries.
The source location scales are created.
3.2 Defining Destination Region Scales
Context
Define your destination region scales master data records using the SAP Fiori launchpad.
Truckload rates are represented by origin to state rates. In SAP, region and state are equivalent. Here we create
the scale to represent the states in the scenario.
In this scenario, there are two different scales for charge calculation. Carriers 17386001 and 17386002 are
region-based. so you must create a destination region scale. Carrier 17386003 and 17386004 are zip-code-
based. We define this using a destination zone scale.
Procedure

table:
General Data
Scale Scale identifier RF-SCALE-DEST_REGION
Description Description of the scale Region-Based Scale
6 PUBLIC Charge Management
Scale Base Defines the basis of the scale, such as REGION

Items
Internal Location Destination region CA, TX
The destination region scales are created.
 Note
You can add further rows to define more region values, but you must also add the respective rates.
3.3 Defining Destination Zone Scales
Context
New scales are defined. The following zones have been defined for this scenario:
● ZIP_ZONE_1 for postal code

Procedure

table:
General Data
Scale Scale identifier RF-SCALE-DEST_ZONE
Description Description of the scale 3-digit zones
Scale Base Defines the basis of the scale, such as TRZONE(transportation zone)
Items
Transportation Zone Transportation zones used in this sce ZIP_ZONE_1

nario.
ZIP_ZONE_2
ZIP_ZONE_3
ZIP_ZONE_4
The destination region scales are created.
 Note
You can add further rows to define more region values, but you must also add the respective rates.
3.4 Defining Source Zone Scales
Context
New scales are defined based on source zones. The following zones have been defined for this scenario:
● ZIP_ZONE_1 For postal code

● ZIP_ZONE_2 For postal code
Procedure

table:
General Data
Scale Scale ID RF-SCALE-SOURCE_ZONE
Description Description of the scale 3 digit zones
Scale Base This defines the basis of scale – such TRZONE – Transportation zone
as: location, distance, duration, and so
on.
Items
Calculation Type Defines how the values of the scales Absolute – means read the values di
are read rectly
Transportation Zone Transportation zones used in this sce ZIP_ZONE_1

nario
ZIP_ZONE_2
 Note
You can add further rows to define more region values, but remember to also add the respective rates.
3.5 Defining Less-than-Truckload Break-Weight Scales
Context
Define your master data records for less-than-truckload (LTL) rates using the SAP Fiori launchpad.
Less-than-truckload rates are based on break-weights, that is, scales. You must define them directly in SAP.
Standard business practice represenst break-weights in terms of CWT (hundredweight). You can do this by
creating a unit of measure for CWT. However, in this configuration, we have created the following pound break-
weights for you:
● 500
● 1000
● 2000
● 5000
● 10000
● 20000
Procedure

table:
General Data
Scale Scale identifier RF-SCALE-LTL_WT_BRK
Description Description of the scale LTL break-weight scale
Scale Base Defines the basis of the scale, such as WEIGHT

Scale Type Defines how the scales are to be main Base Scale (>=)
tained.
Unit of Measure Defines the unit of measure for the KG

scale base. For example, if the scale
base is distance, the unit of measure
could be kilometers or miles.
Rounding Profile Rule to round up or down. Blank
Items
Calculation Type Defines how the values of the scales Relative

are read.
Weight Break-weight scales 0.000001
500
2000
5000
10000
20000
The less-than-truckload break-weight scales are created.
3.6 Defining Carrier Rates
Define the rates for your carriers.
Procedure

2. In the Charge Management section, choose the Create Rate Table Definition tile.
3. On the Create Rate Table Definitionscreen, press Continue and define the rate tables using rate table type
YRT1. Use the values shown in the following table:
Field Description Value
General Data
Rate Table Unique identifier for the rate table RF-RATE-17386001
RF-RATE-17386002
RF-RATE-17386003
Description Description of the table Rate table for Carrier1
Rate table for Carrier2
Rate table for Carrier3
Charge Usage Scenario for the rate table's use, for Service Provider
example, customer billing integration
and/or supplier invoice integration, or
none.
Time Zone Time Zone of the rate table PST
Charge Type Link for integration with SAP ERP. Y_BASE_FRGHT_RF
Charge Category Defaults from Charge Type. 904 – Basic Freight
Charge Subcategory Defaults from Charge Type. 910000 – Freight Charges
Positive/Negative: Defaults from Charge Type. Positive Value
Value Defaults from Charge Type. Absolute Value
Scales
Reference Scale Assigns the scales that you previously 1: RF-SCALE-SOURCE_ZONE

defined for carriers 1 and 2. This ena
bles entries in the rate table to be 2: RF-SCALE-DEST_ZONE
made. Choose Insert Scale in the table for
each value.
Calculation Base Determines how values are stored and 1: SOURCELOC_ZONE

determined for this dimension. There
are predefined sources of information 2: DESTLOC_ZONE
based on the object.
Scale Base Defines row (x-axis) or column (y- 1: TRZONE

axis) of the rate table. You can have
2 : TRZONE
multiple scales in a rate table (maxi
mum of nine).
Rounding Profile Blank
Minimum Value Deselect
Maximum Value Deselect
Rel. Calc. Method Deselect
Calculation Type Absolute
Dates and Values
Valid-From Date Date from which the rate table is valid. 01.01.2010
Valid-To Date Date until which the rate table is valid. 31.12.2099
Currency Currency for the rate table. USD
Dates and Values Calculation Rules
Calculation Base This provides the calculation base to ACTUAL_DIST

this rate. In the rate table, the rates
are per mile from source to destina
tion locations. however, the basis
needs to be determined to apply
these rates – which is the distance.
There are various bases like business

partner role, weight, or destination lo
cation.
Application Level of Calculation Rule Not relevant Rate Table
Price Unit Describes the multiplier when the 1

base is found. The rate could be ap
plied per mile or per 100 miles. This
column identifies the factor.
UoM Unit of measure to which the multi KM

plier is to be applied.
Rounding Profile Rounding to a full mile 0005
Dates and Values Rates
When the Dates row is entered, rate combinations are created in the screen area below. You need to highlight the row
of Valid-From Date to be able to enter the values.
4. Enter the following rate values for the carriers:
Rate Values for Carrier 17386001
Transportation Zone of Source Loca Transportation Zone of Destination

tion Location Rate Values
ZIP_ZONE_1 ZIP_ZONE_1 1,45


6. On the Dates and Values tab, choose the Set Status and press Release to release the rate table for use.
8. On the Create Rate Table Definitionscreen, press Continue and define the rate tables using the rate table
type YRT1 with the values shown in the following table:
General Data
Rate Table Unique identifier for the rate table RF-RATE-17386004
Description Description of the table Rate table for Carrier4
none.
Time Zone Time Zone of the rate table PST
Charge Type Link for integration with SAP ERP. Y_BASE_FRGHT_RF
Charge Category Defaults from Charge Type. 904 – Basic Freight
Charge Subcategory Defaults from Charge Type. 910000 – Freight Charges
Value Defaults from Charge Type. Absolute Value
Scales
Reference Scale Assgns the scales that you previously 1: RF-SCALE-ORIGIN_LOC

defined for carriers 17186003 and
2: RF-SCALE-DEST_ZONE
17186004. This enables entries in the
rate table to be made. 3: RF-SCALE-LTL_WT_BRK
Calculation Base Determines how values are stored and 1: SOURCELOC

2: DESTLOC_ZONE
are predefined sources of information
based on the object. 3: GROSS_WEIGHT
Scale Type Not relevant 1: Same Scale
2: Same Scale
3: Base Scale
Scale Base 1: LOC
2: TRZONE
3: WEIGHT
Minimum Value Deselect
Maximum Value Deselect
Rel. Calc. Method Deselect
(Select only for scale RF-SCALE-

LTL_WT_BRK).
Dates and Values
Currency Currency for the rate table. USD
Date and Values Calculation Rules
Calculation Base Calculation base for this rate. In the GROSS_WEIGHT

rate table, rates are per mile from
source to destination locations.You
need to determine the basis for apply
ing these rates, which is the distance.
Typical bases are business partner

role, weight, or destination location.
Price Unit Describes the multiplier when the 1

base is found. The rate could be ap
plied per mile or per 100 miles. This
column identifies the factor.
UoM Unit of measure to which the multi KG

plier is to be applied.
Rounding Profile Rounding to a full mile 0005
Date and Values Calculation Rates
9. Enter the following rate values for carrier 17186004:
Transporta
>=
Source Lo tion Zone of 0,000001 >= 10,000 >= 20,000
cation Destination KG >= 500 KG >= 2,000 KG >= 5.000 KG KG KG
SP_1710 ZIP_ZONE_4 1,00 0,90 0,80 0,70 0,60 0,50
10. Select the date line, and choose Release to release the rates.
3.7 Defining Fuel Surcharges
Define the fuel surcharges for your carriers.
Context
Fuel surcharges are based on a percentage of the base freight from origin to region (region and state are
equivalent in this scenario). This can be altered by changing the scale defined earlier. Standard fuel surcharge
indexes are not covered in this scenario, but you can also use them if configured accordingly.
Procedure

3. On the Create Rate Table Definitionscreen, press Continue and define the rate tables type YRT1 for your
carriers using the values shown in the following table:
General Data
Rate Table Unique identifier for the rate table RF-RATE-FUEL-SRCHRG
Description Description of the table Fuel Surcharge Rates
none.
Charge Type Link for integration with SAP ERP via Y_FUEL_RFSC
the harge type in Customising for T .
Charge Item Category Defaults from Charge Type. 903 – Transportation Charges +
Additional Charges
Charge Item Subcategory Defaults from Charge Type. 910308 – Fuel Surcharge
Value Type Defaults from Charge Type. Percentage Value
Scales
Scale Assgns the scales that you previously RF-SCALE-DEST_REGION

defined for carriers 1 and 2. This ena
bles entries in the rate table to be
made.
Calculation Base Determines how values are stored and DESTLOC_REG

are predefined sources of information
based on the object.
Description Defaults. Destination Location
Scale Type Not applicable Same Scale (=)
Scale Base REGION
Dates and Values
Aggregated Rate Description Not relevant Blank
Currency Not relevant %
Rounding Profile Not relevant Blank
Dates and Values Rates
4. Enter basic data, choose the line just created and enter the following values into the resulting table:
Destination Location Region Rate
CA 3
TX 5
5. Select the date line, and choose the Release pushbutton to release the rates.
3.8 Defining Calculation Sheets
Define the calculation sheets for your carriers.
Procedure

2. In the Charge Management section, choose the Create Calculation Sheet tile.
3. On the New Calculation Sheet screen, create an entry using the values shown in the following table:
General Data
Calculation Sheet Unique identifier for the calculation RF-TCCS-17386001

sheet
Similarly, create a calculation sheet
for the other carriers:
RF-TCCS-17386002
RF-TCCS-17386003
RF-TCCS-17386004
Description Description of the calculation sheet RF-17386001: TCCS
Similarly, create a description for the

other calculation sheets :
RF-17386002: TCCS
RF-17386003: TCCS
RF-17386004: TCCS
Charge Usage Indicates whether the calculation 2 - Service Provider

sheet is for customers, vendors (carri
ers), both, or none. It also defines
whether it is only used for making de
cisions during tendering.
Items
 Note
To create items, use the Insert Single Item option at the top of the Items area.
Calculation Sheet Line Number Defines sequence in which charge

types are executed.
Instruction Type Relates charge types to each other Standard (for all charge types)
and defines how calculations are
made for each charge type.
You can specify whether the item rep

resents a sum, or whether it is a direct
calculation of the charge.
Charge Type Defines the charge type that you have Y_BASE_FRGHT_RF
previously defined for each item.
Y_FUEL_RFSC
Y_FRKLFT_RFSC
Y_LOAD_RFSC
Y_UNLOAD_RFSC
Y_PICKUP_RFSC
Description User-definable description that ap Free text, such as the following:
pears in documents. We recommend
Line-Haul Charge
that you use descriptions that make
sense in other documents. Fuel Surcharge
Forklift Surcharge
Loading Fee
Unloading Fee
Pick-Up Fee
Currency Currency, or percentage for charge USD

items calculated as percentages
For all charge types other than FUEL
(Fuel )
4. Select the line item for Basic Freight and, in the details screen, enter the values in the following table:
Rate
Rate Table Rate table assigned to each carrier. RF-RATE-17386001 for carrier 1
Similarly, create a calculation sheet

for the other carriers:
RF-RATE-17386002
RF-RATE-17386003
RF-RATE-17386004
Basic Data
Sheet Line Number Line number of the item 20
Instruction Type Rule indicating how the charge item is Standard

applied for calculation.
Description Description of the charge item on the Line-Haul Charge

calculation sheet
Charge Type Assigned charge type Y_BASE_FRGHT_RF
Leading Charge Type Not relevant Select
Mandatory Makes the charge type mandatory. No
for all charge types
Calculation Method Type Standard
5. Select the line item for Fuel Surcharge and, in the details screen, enter the values in the following table:
Rate
Rate Table Rate table assigned to each carrier. RF-RATE-FUEL-SRCHRG for carrier 1
Basic Data
Sheet Line Number Line number of the item 30
Instruction Type Rule indicating how the charge item is Standard

applied for calculation.
Description Description of the charge item on the Fuel Surcharge

calculation sheet
Charge Type Assigned charge type Y_FUEL_RFSC
Reference-From Line No. 20
Calculation Resolution Base Not relevant Product
Calculation Method Type Calculation Method Type Standard
6. Enter flat amounts for charge types, as follows:

○ Y_FRKLFT_RFSC – 50 USD
○ Y_LOAD_RFSC- 20 USD
○ Y_UNLOAD_RFSC – 30 USD
○ Y_PICKUP_RFSC – 15 USD
8. Repeat the above steps for the following calculation sheets:
○ RF-TCCS-17386002-02
○ RF-TCCS-17386003-03
○ RF-TCCS-17386004-04
Assign a rate table to each specified carrier.
3.9 Defining Freight Agreements
Define the freight agreements for your carriers.
Procedure

2. In the Contract Management section, choose the Create Freight Agreement tile.
Create Scale window opens,

3. On the New Freight Agreement screen, enter the values shown in the following table:
Freight Agreement Type Type defined of the agreement YRF1
Mutual Agreement Defines whether the freight agree Deselect

ment is applicable to both carriers
Only visible if more than one Freight
and customers
Agreements types would be available.
Agreement Agreement identifier RF-FA-17386001
RF-FA-17386002
RF-FA-17386003
RF-FA-17386004
Description Description of the freight agreement RF-FA-17386001
RF-FA-17186002
RF-FA-17186003
RF-FA-17186004
Time Zone World time zone PST
Purchasing Organization Default purchasing organization PO_US_1710
Carrier Carrier for whom you are defining this 17386001

agreement.
17386002
17386003
17386004
Valid From Start of validity date range 01.01.2010
Valid To End of validity date range 31.12.2099
Agreement Priority Priority of the agreement 1
Document Currency Currency for the greement . USD
Items
Item Number 10
Calculation Sheet Assigns the calculation sheet. Once RF-TCCS-17386001

you assign it, all its details are carried
RF-TCCS-17386002
over.
RF-TCCS-17386003
RF-TCCS-17386004
4. Release the freight agreeement by choosing Set Status Release .

A released freight agreement has been saved.
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BEST PRACTICES GUIDE | PUBLIC

SAP S/4HANA 1809

Transportation Management in SAP S/4HANA:

THE BEST RUN

2.1 System Access

System Accessible via SAP Fiori Launchpad. Assign standard

3.1 Defining Source Location Scales

1. Log on to the Fiori launchpad with your user credentials.

The Start page appears.

Field Description User Action and Values

Scale Scale identifier RF-SCALE-ORIGIN_LOC

Description Description of the scale Source Location

Scale Base Defines the basis of the scale, such as LOC

Internal Location Location code SP_1710

SP_1720(only relevant for Stock

4. Save your entries.

The source location scales are created.

3.2 Defining Destination Region Scales

1. Log on to the Fiori launchpad with your user credentials.

The Start page appears.

Field Description User Action and Values

Scale Scale identifier RF-SCALE-DEST_REGION

Description Description of the scale Region-Based Scale

Scale Base Defines the basis of the scale, such as REGION

Internal Location Destination region CA, TX

4. Save your entries.

The destination region scales are created.

3.3 Defining Destination Zone Scales

● ZIP_ZONE_1 for postal code

1. Log on to the Fiori launchpad with your user credentials.

The Start page appears.

Scale Scale identifier RF-SCALE-DEST_ZONE

Description Description of the scale 3-digit zones

Transportation Zone Transportation zones used in this sce­ ZIP_ZONE_1

4. Save your entries.

The destination region scales are created.

3.4 Defining Source Zone Scales

● ZIP_ZONE_1 For postal code

1. Log on to the Fiori launchpad with your user credentials.

The Start page appears.

Field Description User Action and Values

Scale Scale ID RF-SCALE-SOURCE_ZONE

Description Description of the scale 3 digit zones

Transportation Zone Transportation zones used in this sce­ ZIP_ZONE_1

4. Save your entries.

3.5 Defining Less-than-Truckload Break-Weight Scales

1. Log on to the Fiori launchpad with your user credentials.

The Start page appears.

Field Description User Action and Values

Scale Scale identifier RF-SCALE-LTL_WT_BRK

Description Description of the scale LTL break-weight scale

Scale Base Defines the basis of the scale, such as WEIGHT

Unit of Measure Defines the unit of measure for the KG

Rounding Profile Rule to round up or down. Blank

Calculation Type Defines how the values of the scales Relative

Weight Break-weight scales 0.000001

4. Save your entries.

The less-than-truckload break-weight scales are created.

3.6 Defining Carrier Rates

Define the rates for your carriers.

1. Log on to the Fiori launchpad with your user credentials.

The Start page appears.

Field Description Value

Transportation Zone Transportation zones used in this sce ZIP_ZONE_1

Transportation Zone Transportation zones used in this sce ZIP_ZONE_1

UoM Unit of measure to which the multi KM

Transportation Zone of Source Loca Transportation Zone of Destination