SAP EWM 9.3 Document Version: 1.2 - 2021-10-11

CUSTOMER

How-To Guide

SAP EWM 9.3

Document Version: 1.2 - 2021-10-11

Warehouse Billing

Warehouse Billing C U S T O M E R

Document History © 2021 SAP SE or an SAP affiliate company. All rights reserved. 2

Document History

Document Version Description

1.0 (2017-09-07) Initial Version of the Warehouse Billing Configuration Guide for SAP EWM 9.3

1.1 (2021-03-15) Added a note about the number range for specification for warehouse billing measurement

1.2 (2021-10-11) Added content about the mapping of purchasing/sales organization in TM and ERP.


Table of Contents © 2021 SAP SE or an SAP affiliate company. All rights reserved. 3

Table of Contents 1 Getting Started ............................................................................................................................................. 1

1.1 About this Guide................................................................................................................................. 1 1.2 Related Document .............................................................................................................................. 1 1.3 Important SAP Notes .......................................................................................................................... 1

2 Overview ...................................................................................................................................................... 3

3 Integration Setting for EWM and TM ............................................................................................................ 3

3.1 Basic Setting ....................................................................................................................................... 3 Defining Logical Systems in SAP TM ...................................................................................... 3 Assigning Logical System to RFC Destination in SAP TM ......................................................... 4 Defining Business System in SAP TM ..................................................................................... 4 Defining Business System Groups in SAP TM ......................................................................... 4 Defining Logical Systems in SAP EWM ................................................................................... 5 Assigning Logical System to RFC Destination in SAP EWM ..................................................... 5 Defining Business System in SAP EWM ................................................................................. 6 Defining Business System Groups in SAP EWM...................................................................... 6

3.2 Configuration on PI ............................................................................................................................. 6 PI Configuration for Crediting Process................................................................................... 9 PI Configuration for Billing Process ....................................................................................... 9

3.3 Configuration on P2P ........................................................................................................................ 10 P2P Configuration for Crediting Process .............................................................................. 10 P2P Configuration for Billing Process .................................................................................. 10

4 Configuration on SAP TM ........................................................................................................................... 12

4.1 Configuration with BC Set Import ...................................................................................................... 13 Implementing BC Set ZWB_FREIGHT_TM ............................................................................ 14 Implementing BC Set ZWB_FORWARDING_TM ................................................................... 14

4.2 Manual Configuration ....................................................................................................................... 15 General Settings................................................................................................................. 15 Settings for Crediting Process ............................................................................................. 19 Settings for Billing Process.................................................................................................. 24

5 Configuration on SAP ERP ........................................................................................................................... 29

5.1 General Settings ............................................................................................................................... 30 Implementing BC Set ZWB_CUSTOMIZING_ERP .................................................................. 30 Manual Configuration ........................................................................................................ 30

5.2 Settings for Crediting Process............................................................................................................ 31 Defining Warehouse Service Master ................................................................................... 31 Mapping Charge Type to Service Master Record ................................................................. 32 Mapping TM Organization Unit to Purchasing Organization ................................................ 33 Defining Purchase Charge Schema ...................................................................................... 33 Defining Tax Condition Type for Tax Code determination .................................................... 34 Account Determination ...................................................................................................... 34 Switching off Message for Invoice Verification .................................................................... 35

5.3 Settings for Billing Process ................................................................................................................ 35 Defining Condition Type ..................................................................................................... 35 Mapping Charge Type to Condition Type ............................................................................ 36 Defining Pricing Procedure ................................................................................................. 36 Defining Tax Condition Type for Tax Determination ............................................................ 37 Account Determination ...................................................................................................... 37 Assigning SAP TM Credit Memo Reason Code to Order Reason Code................................... 38 Assigning Organization Units for Sales and Distribution ....................................................... 38


Table of Contents © 2021 SAP SE or an SAP affiliate company. All rights reserved. 4

6 Configuration on SAP EWM ........................................................................................................................ 40

6.1 Configuration with BC Set Import ...................................................................................................... 40 Implementing BC Set ZWB_CUSTOMIZING_EWM ............................................................... 40

6.2 Manual Configuration ....................................................................................................................... 41 Defining Number Range for Request for Warehouse Billing Measurement (BC Set) .............. 41 Defining Number Range for Specification for Warehouse Billing Measurement (BC Set) ....... 41 Defining Number Range for Warehouse Billing Measurement (BC Set) ................................ 41 Defining Warehouse Billing Measurement Type (BC Set) ..................................................... 42 Defining Request Type for Warehouse Billing Measurement (BC Set) .................................. 42 Defining Measurement Item Type (BC Set) ......................................................................... 42 Assigning Charge Types to Measurement Item Type (BC Set)............................................... 43 Defining Factory Calendar (Mandatory) .............................................................................. 43 Setting Snapshots (Mandatory) .......................................................................................... 44 Scheduling Snapshot Persistency Report ............................................................................. 44

6.3 DB Index........................................................................................................................................... 45 On table /SCDL/DB_STATUS ............................................................................................... 45 On table /SCWM/ORDIM_C ................................................................................................ 45

7 Master Data ............................................................................................................................................... 46

7.1 General Master ................................................................................................................................ 46 Warehouse Location .......................................................................................................... 46

7.2 Master for Crediting Process ............................................................................................................. 46 Service Provider ................................................................................................................. 46 Purchasing Organization in TM ........................................................................................... 47

7.3 Master for Billing Process ................................................................................................................. 48 Customer ........................................................................................................................... 48 Sales Organization in SAP TM ............................................................................................. 49

8 Authorization ............................................................................................................................................. 51

9 Appendix .................................................................................................................................................... 52

9.1 Related Guides ................................................................................................................................. 52 9.2 Related Information ......................................................................................................................... 52

Warehouse Billing Transit Warehousing C U S T O M E R

Getting Started © 2021 SAP SE or an SAP affiliate company. All rights reserved. 1

1 Getting Started

1.1 About this Guide

This guide provides detailed introduction about how to set up the warehouse billing solution on SAP Extended Warehouse Management (EWM).

Target Groups

• Technical Consultants

• Support Specialists

• System Administrators

• Solution Consultants

1.2 Related Document

Related Document

Document Title Link Comment

…

….

1.3 Important SAP Notes

Important SAP Notes

SAP Note Number Implementation System

Comment

2096489 Implemented in ERP Applied for ERP 6.0 EhP7

For the product versions lower than ERP 6.0 EhP7 SP00, the calculation base code supports only 3 characters. However, in TM, the calculation base code supports 15 characters.

For the product versions from ERP 6.0 EhP 7 SP00 to ERP 6.0 EhP 7 SP06, this note has fixed this issue in the service TranportationOrderSUITEInvoicingPreparationRequest_In.

2147290 Implemented in ERP Applied for ERP 6.0 EHP6


Getting Started © 2021 SAP SE or an SAP affiliate company. All rights reserved. 2

SAP Note Number Implementation System

Comment

For the product versions lower than EhP6 SP15, the calculation base code supports only 3 characters. However, in TM, the calculation base code supports 15 characters.

This note fixes this issue in the service

TranportationOrderSUITEInvoicingPreparationRequest_In.

2145853 Implemented in SAP TM

The SAP TM system blocks service orders when the SAP ERP system returns the service entry sheet of purchase order to update the service order or freight settlement document in the SAP TM system.

This note fixes this blocking issue.

1978857 Consulting Note This note creates point-to-point (P2P) communication setup guide via Web Service Reliable Messaging (WS/RM) protocol.

2151729 Consulting Note This note contains BC sets that facilitate the configuration of SAP ERP, SAP TM and SAP EWM for the SAP EWM Warehouse Billing process.

2153761 Implemented in ERP If the destination of the forwarding settlement is empty, the system fails to create billing in SAP. To fix this issue, you must implement this note in SAP ERP.

2166686

Implemented in SAP

TM

This note fixes the issue that external calculation sheet cannot be

added to the agreement.

2168739 Implemented in SAP TM

This note fixes the issue that external calculation sheet cannot be added to the agreement.


Overview © 2021 SAP SE or an SAP affiliate company. All rights reserved. 3

2 Overview This configuration content describes the detailed configuration of warehouse billing in SAP Extended Warehouse Management.

The configuration is based on the following setup:

• SAP EWM as the warehouse execution system installed on the server or Add-on to SAP ERP as warehouse order

requesting system

• SAP TM as the billing and contract engine installed stand-alone or co-deployed with SAP EWM

• SAP ERP as the financial system integrated with SAP TM

The configuration content covers the following aspects:

• Communication related configuration between EWM and TM

• Configuration on SAP TM system as billing and charge engine for warehouse billing

• Configuration on SAP ERP system as the financial settlement system of warehouse billing

• Configuration on SAP EWM system as the Warehouse Billing Measurement system

Prerequisite:

You have installed and configured the following applications:

• SAP ERP 6.0 including SAP enhancement package 5, Support package 09 or higher

• SAP TM 9.3 for Invoice integration configuration with SAP ERP

• SAP EWM 9.3 has been setup and integrated with SAP ERP for warehouse operation. Note that different deployment

modes are supported

For more information, see the Master Guide for SAP EWM 9.3 on SAP Service Marketplace at http://service.sap.com/instguides.

Note the important business functions that you must activate:

• SAP ERP

• LOG_TM_IV_INT (TMS-ERP: Invoice Integration)

• LOG_TM_ORD_INT_II (ERP-TMS: Order Integration 2)

• LOG_SCM_CUSTVEND_INT (SCM, Customer and Vendor Master Data Integration into BP)

• SAP TM

• SCM_SAPTM_SCMB_FND (TM Functionality in SCM Basis)

• SCM_SCMB_TM_FND1 (Ext. Transp. Mgmt. System)

Note that crediting refers to crediting a service provider and billing refers to billing a customer in the guide.

3 Integration Setting for EWM and TM

3.1 Basic Setting

Defining Logical Systems in SAP TM

You can use this procedure to define a logical system for your SAP EWM client, for example, EWMCLNT001. The settings require authorizations for cross-client settings on user and client level.

Procedure:

1. In Customizing for SAP Transportation Management, choose SCM Basis → Integration → Basic Setting for Creating the System Landscape → Name Logical Systems.

2. Create a logical system with the following data:

Log. System Name

http://service.sap.com/instguides


Integration Setting for EWM and TM © 2021 SAP SE or an SAP affiliate company. All rights reserved. 4

EWMCLNT001 EWMCLNT001

Assigning Logical System to RFC Destination in SAP TM

You can use this procedure to assign the logical system for your SAP EWM client, for example, EWMCLNT001, to the RFC destination.

Procedure:

1. In Customizing for SAP NetWeaver, choose Application Server → IDoc Interface/Application Link Enabling (ALE) →

Communication → Determine RFC Destinations for Method Calls.

2. Select the EWM logical system, for example, EWMCLNT001. Choose Standard BAPI destination.

3. Enter the RFC destination created by your system administrator for the corresponding SAP ERP system and choose

Enter .

4. Save your entry.

Defining Business System in SAP TM

You use this procedure to define the business systems for SAP EWM, for example, EWM_001, in SAP TM and to map the business system to the logical system.

Procedure:

1. In Customizing for SAP Transportation Management, choose Transportation Management → Integration → Define

SLD Data of Business Systems.

2. Create a business system with following data:

Business System Logical system Manual Maint.

EWM_001 EWMCLNT001 Flag is Not Set

Note: If you use the System Landscape Directory (SLD), the entries already exist. In this case, no action is required in this step.

Defining Business System Groups in SAP TM

You use this procedure to define the business system group for SAP ERP, SAP TM and SAP EWM, for example, EWM001, in SAP TM and assign the logical systems to the business system group. The business system group is used for the CIF transfer of master data from SAP ERP to SAP EWM. As SAP TM, SAP EWM and SAP ERP share the same master data, you define the same business system group in all the systems.

Procedure:

1. In customizing for SAP Transportation Management, choose SCM Basis → Integration → Basic Settings for

Creating the System Landscape → Maintain Business System Group.



2. Create a business system group with following data:

BusSystGrp Description

BG1 Business System Group TM & EWM & ERP

3. In customizing for SAP Transportation Management, choose SCM Basis → Integration → Basic Settings for

Creating the System Landscape → Assign Logical System and Queue Type.

4. Create a mapping with following data:

BusSystGrp Logical system SAP Ind. Release Queue Type Err. Hndlg Role

BG1 EWMCLNT001 X <Release> I Inbound Queues

Strict (Terminate at Errors)

Not Specified

BG1 TM1CLNT001 X <Release> I Inbound Queues


Not Specified

BG1 ERPCLNT001 X <Release> I Inbound Queues


Not Specified

Defining Logical Systems in SAP EWM

You can use this procedure to define a logical system for your SAP TM client, for example, TM1CLNT001. The settings require authorizations for cross-client settings on user and client level.

Procedure:

1. In Customizing for SCM Extended Warehouse Management, choose SCM Basis → Integration → Basic Setting for Creating the System Landscape → Name Logical Systems.

2. Create a logical system with the following data:

Log. System Name

TM1CLNT001 TM1CLNT001

Assigning Logical System to RFC Destination in SAP EWM

You can use this procedure to assign the logical system for the SAP TM client, for example, TM1CLNT001, to the RFC destination.

Procedure:

1. In Customizing for SAP NetWeaver, choose Application Server → IDoc Interface/Application Link Enabling (ALE) →

Communication → Determine RFC Destinations for Method Calls.

2. Select the SAP TM logical system, for example, TM1CLNT001. Choose Standard BAPI destination.

3. Enter the RFC destination created by your system administrator for the corresponding ERP system and choose Enter.

4. Save your entry.



Defining Business System in SAP EWM

You use this procedure to define the business systems for SAP TM, for example, EWM_001, in SAP EWM and to map business system with logical system.

Procedure:

1. In Customizing for SCM Extended Warehouse Management, choose Extended Warehouse Management → Interfaces

→ ERP Integration → General Settings → Define Business System.

2. Create a business system with following data:

Business System Logical system Manual Maint.

TM1_001 TM1CLNT001 Flag is Not Set

Note: If you use the System Landscape Directory (SLD), entries already exist. In this case, no action is required in this step.

Defining Business System Groups in SAP EWM

You use this procedure to define the business system group for SAP ERP, SAP TM and SAP EWM, for example, EWM001, in SAP EWM and assign the logical systems to the business system group. The business system group is used for the CIF transfer of master data from SAP ERP to SAP EWM. As SAP TM, SAP EWM and SAP ERP share the same master data, you define the same business system group for all the systems.

Procedure:

1. In customizing for SCM Extended Warehouse Management, choose SCM Basis → Integration → Basic Settings for

Creating the System Landscape → Maintain Business System Group.

2. Create a business system group with following data:

BusSystGrp Description

BG1 Business System Group TM & EWM & ERP

3. In customizing for SCM Extended Warehouse Management, choose SCM Basis → Integration → Basic Settings for

Creating the System Landscape → Assign Logical System and Queue Type .

4. Create a mapping with following data:

BusSystGrp Logical system SAP Ind. Release Queue Type Err. Hndlg Role

BG1 EWMCLNT001 X <Release> I Inbound Queues


Not Specified

BG1 TM1CLNT001 X <Release> I Inbound Queues


Not Specified

BG1 ERPCLNT001 X <Release> I Inbound Queues


Not Specified

3.2 Configuration on PI

To configure the connection, you have access to the predefined content for integration scenario TM_EWMWarehouseBillingIntegration under sap.com/xi/TMS/Global/IC . Communication between SAP Extended Warehouse Management 9.3 or higher and SAP Transportation Management 9.3 (software component SAPTM) or higher has to be set up for the following service/message interfaces:

From Sender Service/Message Interface To Receiver Service/Message Interface



SAP Transportation Management

Name: FreightAgreementRequest_Out

Namespace: sap.com/xi/TMS/Global

Software Component: SAPTM

SAP Extended Warehouse Management

Name: FreightAgreementRequest_In

Namespace: sap.com/xi/EWM/Global

Software Component: EWM


Name: ForwardingAgreementRequest_Out




Name: ForwardingAgreementRequest_In




Name: TransportationRequestRequest_Out




Name: TransportationRequestRequest_In




Name: TransportationOrderGenericRequest_Out




Name: TransportationOrderGenericRequest_In



Prerequisites

● You have set up SAP Extended Warehouse Management 9.3 SP00 or higher.

● You have set up SAP Transportation Management 9.3 (software component version SAPTM 140).

● You have set up SAP NetWeaver Process Integration (SAP NetWeaver PI) 7.0 or higher.

● The SAP EWM system and the SAP Transportation Management system exist as business systems in SAP NetWeaver Process Integration ( Integration Directory ) with completely configured PI receiver communication channels (SAP Transportation Management system).

●The application systems need to be defined as business systems in the System Landscape Directory (SLD). You can check this in your application system for SAP ERP, SAP TM and SAP EWM by choosing tx. SLDCHECK in each system.

In case the SLDCHECK is not successful, for example, error messages displayed after execution of tx. SLDCHECK in one or several of your application systems, do the following:

1. Start tx. SXMB_ADMIN.

2. In folder Configuration execute Integration Engine Configuration.

3. Check and if necessary enter the following data by pressing configuration:

Category Parameters Subparameter Prefix Current Value Default Value

RUNTIME ENGINE TYPE - - LOC UNDEFINED

RUNTIME IS_URL - - Dest://IS_<3-digit SID of PI system>

For example, Dest://IS_X3X

-

RUNTIME LOGGING_SYNC - - 1 0

Procedure

1. Open T-CODE sxmb_ifr, In the opened browser page, choose Integration Builder.

2. In opened application, choose Create Object, select Configuration Scenario, Input the name like

<TM_EWMWarehouseBillingIntegration_TM_001_EWM_001> and description for the configuration scenario.



3. Select Type of ES Repository Model. Choose Process Integration Scenario, In the Integration Scenario screen area, select

the following process integration scenario from the Integration Repository and then choose Create :

Name TM_EWMWarehouseBillingIntegration

Namespace sap.com/xi/TMS/Global/IC

Software Component Version SAP TM1.40

4. Choose Add Objects to Scenario, including Communication Channel, Receiver Determination, Interface Determination,

Receiver Agreement.

If the corresponding objects do not exist yet, create them first by following step 5 - 8.

5. Create Communication Channel as follows:

1． Input the name of communication channel and select the communication component <your EWM/TM system with

client info>, for example, <EWM_001>. Also some description could be added to the communication channel, then

choose Create .

2． In the Parameters tab , select Adapter Type from the input help list.

<Name - Namespace - Software Component Version - Description>, for example, <XI - http://sap.com/xi/XI/System - SAP BASIS 7.30 - XI>

3． Select Receiver radio button.

4． Use the default value for Transport Protocol - HTTP 1.0, Message Protocol - XI 3.0, Adapter Engine - Integration

Server, Addressing Type - URL Address.

5． Input Target Host, Service Number and Path, for example, <LDCIEWM>,<50000>,</sap/xi/engine?type=entry>

6． Input Authentication Data, Authentication Type - Use Logon Data for SAP System, User Name <User001>, User

Password <***>, Logon Language, Client; Make sure the SAP EWM user has the corresponding authorization to

perform SAP EWM billing related operations.

7． Save the communication channel and activate it.

6. Create Receiver Determination as follows:

1. Select Communication Component and corresponding outbound interface, for example, <TM_001>

<ForwardingAgreementRequest_Out>.

2. Choose Create and in the Contents tab, insert Receiver communication component, for example, <EWM_001>.

3. Save the receiver determination and activate it.

7. Create Interface Determination as follows:

1. Select the communication component and corresponding outbound interface in the Sender side, for example,

<TM_001> <ForwardingAgreementRequest_Out>.

2. Select the corresponding communication component in the receiver side, for example, <EWM_001>.

3. Choose Create. In the opened page, select Software Component Version of Sender Interface, for example, <SAPTM

1.40>;

4. Add receiver interfaces. Input the corresponding inbound interface name from the value help list, for example,

<ForwardingAgreementRequest_In>.

5. Save and activate it.

8. Create Receiver Agreement as follows:

1. Select sender communication component, receiver communication component and receiver interface, for example,

<TM_001> as sender communication component, <EWM_001> as receiver communication component,

<ForwardingAgreementRequest_In> receiver interface. Input optional description content.

2. Choose Create. Select the software component version of receiver interface, for example, <EWM 9.30>. Select the

virus scan configuration as Use Global Configuration and leave the schema validation unselected.

3. Save and activate it.

9. After adding all the listed objects, save and activate the configuration scenario.

For more information about the configuration guide of PI system, see Process Integration.

http://help.sap.com/saphelp_nw73ehp1/helpdata/EN/0f/80243b4a66ae0ce10000000a11402f/content.htm?frameset=/EN/0F/80243B4A66AE0CE10000000A11402F/frameset.htm&current_toc=/EN/37/ef19f99d514fc486209421f4253dfb/plain.htm&node_id=112&show_children=true#jump112



PI Configuration for Crediting Process

You need two receiver determinations. The corresponding components and interface are as follows:

Sender Component Sender Interface Receiver Component

TM_001 FreightAgreementRequest_Out EWM_001

EWM_001 TransportationOrderGenericRequest_Out TM_001

You need two interface determinations. The corresponding components and interfaces are as follows:

Sender Component

Sender Interface Receiver Component Receiver Interface

TM_001 FreightAgreementRequest_Out EWM_001 FreightAgreementRequest_In

EWM_001 TransportationOrderGenericRequest_Out

TM_001 TransportationOrderGenericRequest_In

You need two receiver agreements. The corresponding components and interface are as follows:

Sender Component Receiver Component Receiver Interface

TM_001 EWM_001 FreightAgreementRequest_In

EWM_001 TM_001 TransportationOrderGenericRequest_In

For more information about the message flow for invoice integration of crediting process between TM and ERP, see Basic

Settings and Integration for SAP ERP.

PI Configuration for Billing Process

You need two receiver determinations. The corresponding components and interface are as follows:

Sender Component Sender Interface Receiver Component

TM_001 ForwardingAgreementRequest_Out EWM_001

EWM_001 TransportationRequestRequest_Out TM_001

You need two interface determinations. The corresponding component and interfaces are as follows:

Sender Component

Sender Interface Receiver Component

Receiver Interface

TM_001 ForwardingAgreementRequest_Out EWM_001 ForwardingAgreementRequest_In

EWM_001 TransportationRequestRequest_Out TM_001 TransportationRequestRequest_In

You need two receiver agreements. The corresponding components and interface are:

Sender Component Receiver Component Receiver Interface

TM_001 EWM_001 ForwardingAgreementRequest_In

EWM_001 TM_001 TransportationRequestRequest_In

http://help.sap.com/SCENARIOS_BUS2014/helpdata/EN/F9/790554B3CD2421E10000000A174CB4/ERP_Integration.pdf




For more information about the message flow for invoice integration of crediting process between SAP TM and SAP ERP, see

Basic Settings and Integration for SAP ERP.

3.3 Configuration on P2P

P2P Configuration for Crediting Process

Freight Agreement in EWM Warehouse Billing Integration

Releases TM 9.0 TM 9.1 TM 9.2

SCMEWM 930 - - -

The following service groups must be created as Connections in a Central Business Scenario Configuration to support the functionality of freight agreement in EWM Warehouse Billing.

Direction Consumer System

Service Group Provider Application

TM → EWM TM /SCMTMS/TM_FRA_B2B EWM

EWM → TM EWM /SCWM/SRVG_TM_WB TM

Service Group: /SCMTMS/TM_FRA_B2B

Consumer ABAP Name Outbound Service Interface

/SCMTMS/CO_CPX_FR_AGRMT_REQ FreightAgreementRequest_Out

Service Group: /SCWM/SRVG_TM_WB


/SCWM/CO_BIF_WB_TORGN_CR TransportationOrderGenericRequest_Out

For more information about invoice integration between SAP TM and SAP ERP and P2P communication configuration, see SAP Note 1978857 .

P2P Configuration for Billing Process

Forwarding Agreement in EWM Warehouse Billing Integration

Releases TM 9.0 TM 9.1 TM 9.2 TM 9.3

SCMEWM 930 - - - X

The following Service Groups must be created as Connections in a Central Business Scenario Configuration to support the functionality of forwarding agreement in SAP EWM Warehouse Billing.


https://css.wdf.sap.corp/sap(bD1lbiZjPTAwMQ==)/bc/bsp/sno/ui_entry/entry.htm?param=69765F6D6F64653D3030312669765F7361706E6F7465735F6E756D6265723D3139373838353726



Direction Consumer System

Service Group Provider Application

TM → EWM TM /SCMTMS/TM_FWA_B2B EWM

EWM → TM EWM /SCWM/SRVG_TM_WB_FWO TM

Service Group: /SCMTMS/TM_FWA_B2B


/SCMTMS/CO_CPX_FORWARDING_AGR1 ForwardingAgreementRequest_Out

Service Group: /SCWM/SRVG_TM_WB_FWO


/SCWM/CO_BIF_WB_TRQGN_CR TransportationRequestRequest_Out

For more information about invoice integration between TM and ERP and P2P communication configuration, see SAP Note 1978857.

https://css.wdf.sap.corp/sap(bD1lbiZjPTAwMQ==)/bc/bsp/sno/ui_entry/entry.htm?param=69765F6D6F64653D3030312669765F7361706E6F7465735F6E756D6265723D3139373838353726


Configuration on SAP TM © 2021 SAP SE or an SAP affiliate company. All rights reserved. 12

4 Configuration on SAP TM

Prerequisite

You have setup the SAP TM system with invoice integration with SAP ERP.

You have completed the necessary configuration setting for charge calculation and invoice integration.

For more information about integration guide of SAP TM, see SAP Service Marketplace at http://service.sap.com/instguides.

Note that the configuration setting in the above installation guide is for full SAP TM functionality. If SAP TM is set up only for warehouse billing purpose, you only need to refer to the settings about charge calculation and invoice integration for warehouse billing.

Process

You customize SAP TM to define and set up the contract engine. You need to do the following Customizing settings for charge calculation and settlement:

• Define Calculation Profiles

• Define Settlement Profiles

• Define Charge Profiles

• Define Charge Categories

• Define Charge Subcategories

• Define Charge Types

• Define Service Types

• Assign Charge Types to Service Types

• Maintain Text Schema

• Define Factory Calendar

If you are using warehouse billing for crediting process, you need to do the following Customizing settings in SAP TM:

• Define Freight Agreement Types

• Define Freight Agreement Item Types

• Define Service Order Types

• Define Item Types for Freight Order Management

• Define Freight Settlement Document Types

• Activate BAdI: Determination of Invoice Date for Freight Settlement Documents

• Define Credit Memo Reason Codes and Types for Freight SDs

• Define Method

• Define Strategy

• Assign Methods to a Strategy

If you are using the warehouse billing for billing process, you need to do the following Customizing settings in SAP TM:

• Define FWA and Service Product Catalog Types

• Define FWA and Service Product Item Types

• Define Partner Determination Profiles

• Define Item Type for Forwarding Order

• Define Forwarding Order Types

• Define Forwarding Settlement Document Types

• Activate BAdI: Determination of Invoice Date for Freight Settlement Documents

• Define Credit Memo Reason Codes and Types for Forwarding SDs

• Define Method

• Define Strategy

• Assign Methods to a Strategy




The following document types have been created in Customizing in the system:

• WB_CA_PROF – Calculation Profile

• WB_SET_PRF – Settlement Profile

• WB_CHAR_PROF – Charges Profile

• WCH – Charge Category

• WBIB – Charge Subcategory

• WBOB – Charge Subcategory

• WBST – Charge Subcategory

• WBWT – Charge Subcategory

• IB_01 – Charge Type

• OB_01 – Charge Type


• ST_01 – Charge Type

• ST_02 – Charge Type



• IB_01 – Service Type

• OB_01 – Service Type


• ST_01 – Service Type

• ST_02 – Service Type



• MSM01 – Text Type

If you are using the warehouse billing process for crediting, you use the following document types in Customizing:

• WB01 – Freight Agreement Type

• WBI1 – Freight Agreement Item Type

• SOWB – Service Order Type

• WBI1 – Item Type for Freight Order

• WBSD – Freight Settlement Document Type

• WBCM – Credit Memo Type for Freight Settlement Document

• W01 – Reason Code for Freight Settlement Document

If you are using the warehouse billing in billing process, you use the following document types in Customizing:

• WB02 – Forwarding Agreement Type

• WBI2 – Forwarding Agreement Item Type

• SOWB – Forwarding Order Type

• WBI1 – Item Type for Forwarding Order

• WBSD – Forwarding Settlement Document Type

• WBCM – Credit Memo Type for Forwarding Settlement Document

• W01 – Reason Code for Forwarding Settlement Document

4.1 Configuration with BC Set Import

Part of configurations on SAP TM can be achieved via the BC Set import and activation. The BC Sets are attached to the SAP Note 2151729. Follow the instructions in the note to download the BC Sets from the note into your system.

If you are using the warehouse billing for the crediting process, import and activate BC Set ZWB_FREIGHT_TM.



If you are using the warehouse billing for the billing process, import and activate BC Set ZWB_FORWARDING_TM.

Implementing BC Set ZWB_FREIGHT_TM

If you are using the warehouse billing in crediting process, you can use this procedure to upload and activate BC Set ZWB_FREIGHT_TM in SAP TM.

Procedure

1. Download BC Set ZWB_FREIGHT_TM from SAP Note 2151729.

2. In SAP Easy Access for SAP Transportation Management, choose Tools → Customizing → Business Configuration Sets

→ Display and Maintain BC Sets.

3. Upload the BC Set.


→ Activation of BC Sets.

5. Enter BC Set ZWB_FREIGHT_TM and choose Activate.

6. Choose Do Not Overwrite Default Values and Expert Mode and choose Activate.

Implementing BC Set ZWB_FORWARDING_TM

If you are using the warehouse billing for the billing process, you can use this procedure to activate BC Set ZWB_FORWARDING_TM in SAP TM.

Procedure

1. Download BC Set ZWB_FORWARDING_TM from SAP Note 2151729.






5. Enter BC Set ZWB_FORWARDING_TM and choose Activate.

6. Choose Do Not Overwrite Default Values and Expert Mode and choose Activate.



4.2 Manual Configuration

General Settings

Defining Calculation Profile (BC Set)

You can use this procedure to create a calculation profile to define the settings that you want to use when calculating warehouse service charges.

Procedure

1. In Customizing for SAP Transportation Management, choose Basic Functions → Charge Calculation → Basic Settings → Define Calculation Profiles.

2. Create a calculation profile with the following data:

Calculation Profile Description Cal. Date Ty. Calculation Level Data Source

WB_CA_PROF Warehouse Billing Calculation Profile

AES_DATE Start date of order

1 Calculation at Header Level

1 Ordered Route

Defining Settlement Profile (BC Set)

You can use this procedure to create a settlement profile to define the settings that you want to use to create settlement documents.

Procedure

1. In Customizing for SAP Transportation Management, choose Settlement → Define Settlement Profiles.

2. Create a settlement profile with the following data:

Set. Prof. Description Profile Category Data Source Calculation Option

WB_SET_PRF Warehouse Billing Settlement Profile

Forwarding and Freight Settlement

Confirmed Data B Copy All Charges

Defining Charges Profile (BC Set)

You can use this procedure to create a charges profile to assign the calculation profile and the settlement profile. The charges profile can be assigned to the purchasing organization or sales organization.

Procedure

1. In Customizing for SAP Transportation Management, choose Basic Functions → Charge Calculation → Basic Settings → Define Charges Profile.



2. Create a charges profile with the following data:

Charges Profile Description Set. Prof.

Fre. Set. Prof.

Calculation Profile Purch. Calc. Profile Local Currency

WB_CHAR_PROF

Warehouse Billing Charges Profile

WB_SET_PRF

WB_SET_PRF

WB_CA_PROF WB_CA_PROF USD

Note: Adapt the local currency according to your own requirement.

Defining Charges Category (BC Set)

You can use this procedure to create a charges category to group and categorize charge types.

Procedure

1. In Customizing for SAP Transportation Management, choose Basic Functions → Charge Calculation → Basic Settings → Define Charges Categories

2. Create a charges category with the following data:

Chrge Cat. Description

WCH Warehouse Service Charges

Defining Charges Subcategory (BC Set)

You can use this procedure to create a charges subcategory to group and categorize charge types in a more detailed manner than charge categories.

Procedure

1. In Customizing for SAP Transportation Management, choose Basic Functions → Charge Calculation → Basic Settings → Define Charges Categories.

2. Create 4 charges subcategories with the following data:

Ch. Subcat Description Print AWB Print CMR

WBIB Inbound Service Charges Do Not Print on AW-Based Documents

Do Not Print on CMR-Based Documents

WBOB Outbound Service Charges Do Not Print on AW-Based Documents


WBST Storage Service Charges Do Not Print on AW-Based Documents


WBWT Warehouse Task Service Charges Do Not Print on AW-Based Documents


Defining Charge Type (BC Set)

You can use this procedure to create charge types that you can assign to calculation sheets and rate tables.

Procedure



1. In Customizing for SAP Transportation Management, choose Basic Functions → Charge Calculation → Basic Settings → Define Charge Types.

2. Create charge types with the following data:

Charge Type

Chrge Cat. Ch. Subcat Positive/Negative Value Type Description

IB_01 WCH WBIB Positive or Negative Value Absolute Inbound Service Charge in TON

OB_01 WCH WBOB Positive or Negative Value Absolute Outbound Delivery Note Printing Charge

OB_02 WCH WBOB Positive or Negative Value Absolute Outbound Service Charge

ST_01 WCH WBST Positive or Negative Value Absolute Storage Service Charge - Large Hus

ST_02 WCH WBST Positive or Negative Value Absolute Storage Service Charge – Small/Mid Parts

WT_01 WCH WBWT Positive or Negative Value Absolute Exceptional Penalty Charge for Clarification Activities

WT_02 WCH WBWT Positive or Negative Value Absolute Packing Service Charge - Number of Pallets Packed

Defining Service Type (BC Set)

You can use this procedure to create service types that you can assign to charge types.

Procedure

1. In Customizing for SAP Transportation Management, choose Basic Functions → General Settings → Define Service Types.

2. Create service types with the following data:

Srvc. Type Description

IB_01 Inbound Service in TON

OB_01 Outbound Delivery Note Printing Service

OB_02 Outbound Service

ST_01 Storage Service - Large HUs

ST_02 Storage Service - Small/Mid Parts

WT_01 Clarification Service

WT_02 Packing Service

Note: The service type must be defined with the same ID as the charge type. When assigning charge type to service type, charge type and service type that have the same name are mapped.

Assigning Charge Types to Service Types (BC Set)

You can use this procedure to assign charge types to service types.



Procedure

1. In Customizing for SAP Transportation Management, choose Transportation Management → Basic Functions → Charge Calculation → Basic Settings → Assign Charge Types to Service Types.

2. Map the charge types and service types as follows:

Charge Type Srvc. Type

IB_01 IB_01

OB_01 OB_01

OB_02 OB_02

ST_01 ST_01

ST_02 ST_02

WT_01 WT_01

WT_02 WT_02

Note:

1. The mapped charge type and service type must be the same.

2. When you are releasing the agreement, only charge lines for the charge types that are assigned with service types are

transferred to EWM system.

Defining Text Type and Assigning to Text Schema (BC Set)

You can use this procedure to create a text type. Text type is used when you define a note for a charge line.

Procedure

1. In Customizing for Cross Application Components , choose Processes and Tools for Enterprise Applications → Reusable Objects and Functions for BOPF Environment → Dependent Object Text Collection → Maintain Text Schema.

2. Create a text type with the following data:

3. Choose Text Schema → Text Type to Text Schema Assignment. Set text schema as DEFAULT and create new entry for

MSM01 text type.

Note: Test type must be defined as MSM01. Otherwise, the note information is not transferred to the SAP EWM system.

Defining Factory Calendar (Mandatory)

You can use this procedure to create a factory calendar. The factory calendar will be bound to the business partner master data to determine the aggregation period of the warehouse activities.

Procedure:

1. In customizing for SAP Transportation Management, choose SCM Basis → Master Data → Calendar → Maintain

Factory Calendar → Factory Calendar → Display.

Text Type Description

MSM01 Measurement Remark



2. Create a factory calendar.

3. Choose Special rules to maintain the periods. For example, the aggregation period is from 25th of last month to 24th

of current month.

Valid from Valid to Workday Text

24.12.2014 24.12.2014 X 24.12.2014

24.01.2015 24.01.2015 X 24.01.2015

24.02.2015 24.02.2015 X 24.02.2015

24.03.2015 24.03.2015 X 24.03.2015

Note: Factory calendar is maintained both in the SAP TM and SAP EWM system. The factory calendars in both the

systems have the same aggregation periods.

Settings for Crediting Process

Defining Freight Agreement Item Type (BC Set)

You can use this procedure to create an item type of freight agreement to specify the attributes of the items that you add to a freight agreement.

Procedure

1. In Customizing for SAP Transportation Management, choose Master Data → Agreement and Service Products → Define Freight Agreement Item Types.

2. Create an item type with the following data:

Item Type Description Add Services Srv.Ord.Type

WBI1 FRA Item Type for Warehouse Billing

X SOWB

Defining Freight Agreement Type (BC Set)

You can use this procedure to create a freight agreement type that you can use to create freight agreement.

Procedure

1. In Customizing for SAP Transportation Management, choose Master Data → Agreement and Service Products → Define Freight Agreement Types.

2. Create a freight agreement type with the following data:

Field Value

Agr. Type WB01

Description FRA Agreement for Warehouse Billing



No. Range 02

Time Detem. Type Simple – Transit Duration Only

Disp. Time Det. Ty. Do Not Display

WD Appl. Config. /SCMTMS/TCM_EFA_CA_FOR_WB

Dflt Srvc. Ord. Type SOWB

SAP EWM Integration X

3. Assign item type to freight agreement type.

Agr. Type Item Type Dflt Type Add Srvcs

WB01 WBI1 X X

Note: To use warehouse billing functionality, the SAP EWM Integration field has to be flagged as X. Otherwise, an error occurs when you create the freight agreement.

Defining Item Type for Freight Order (BC Set)

You can use this procedure to create an item type for a freight order. The item type is used in a service order.

Procedure

1. In Customizing for SAP Transportation Management, choose Freight Order Management → Define Item Types for Freight Order Management.


Item Type Description Item Category

WBI1 Warehouse Service SRV Service

Defining Service Order Type (BC Set)

You can use this procedure to create a service order type. The setting in the service order type influences how system processes a service order.

Procedure

1. In Customizing for SAP Transportation Management, choose Freight Order Management → Service Order → Define Service Order Types.

2. Create a service order type with the following data:



3. Assign allowed item type as follows:

Document Type Item Type DftItm Type

SOWB WBI1 X

Defining Freight Settlement Document Type (BC Set)

You can use this procedure to create a document type of freight settlement. The setting in document type of the freight settlement influences how system processes a freight settlement document.

Procedure

1. In Customizing for SAP Transportation Management, choose Settlement → Freight Settlement → Define Freight Settlement Document Types.

2. Create a document type of freight settlement with the following data:

Field Value

FSD Type WBSD

Description Settlement Doc Typ for Warehouse Billing

FSD Category 10 Freight Settlement Document

Number Range Interval 01

WebDynpro Appl. Config /SCMTMS/TCM_SFIR_FOR_WB

Output Profile /SCMTMS/TOR_INV_PREP

Add. Output Profile /SCMTMS/SFIR_PRINT_WB

Activating BAdI: Determination of Invoice Date for Freight Settlement Documents (Optional)

You can use this procedure to activate the BAdI for determination of invoice date for freight settlement documents. After you have activated the BAdI, the settlement document that is created from the service order uses the execution end date of the service order item as the invoice date.

If you do not activate this BAdI, the settlement document uses the system date as the invoice date.

Field Value

Service Order Type SOWB

Description Service Order Type for Warehouse Billing

Service Order Can Be Deleted X

Enable Settlement X

Enable Charge Calculation X

Automatic Charge Calculation X

Time for Drawing No. S Draw Number When Saving Document


Exec. Track. Relev. 1 No Execution Tracking

FSD Type WBSD

Track Changes X



Procedure

1. In the SAP Easy Access, choose Tools → ABAP Workbench → Utilities → Business Add-Ins → Implementation.

2. Edit enhancement implementation /SCMTMS/SFIR_DATES_IMP.

3. Activate BAdI implementation /SCMTMS/SFIR_DATES_WB_IMP.

4. In Customizing for SAP Transportation Management, choose Business Add-Ins (BAdIs) for Transportation

Management → Settlement → Freight Settlement → BAdI: Determination of Invoice Date for Freight Settlement

Documents.

5. Activate BAdI implementation /SCMTMS/SFIR_DATES_WB_IMP in Customizing settings.

Defining Credit Memo Reason Code and Type (BC Set)

You can use this procedure to create a reason code of credit memo and a credit memo type. The reason code is used when you create a credit memo for a freight settlement document and the settings in the credit memo type influences the processing of a credit memo for the freight settlement document.

Procedure

1. In Customizing for SAP Transportation Management, choose Settlement → Freight Settlement → Define Credit Memo Reason Codes and Types for Freight SDs.

2. Choose Define Credit Memo Reason Codes.

3. Create a reason code with the following data:

Rsn Code Description

W01 Service quantity discrepancy

4. Choose Define Credit Memo Types.

5. Create a credit memo type with the following data:

Field Value

Freight Credit Memo Type WBCM

Description Warehouse billing credit memo

FSD Category 30 Credit Memo

Business Warehouse X


Rsn Code W01

Output Profile /SCMTMS/TOR_INV_PREP

Add. Output Profile /SCMTMS/SFIR_PRINT_WB



Defining Process Controller Method (BC Set)

You can use this procedure to create a process controller method for freight settlement. The method is assigned to a process controller strategy.

When you are creating collectively from multiple service orders, this method uses additional function of deconsolidation of freight settlement document based on different locations. In Warehouse Billing, location is also the warehouse.

Procedure

1. In Customizing for SAP Transportation Management, choose SCM Basis → Process Controller → Define Methods.

2. Create a process controller method with the following data:

Method Service Description Method Type Class/Interface Interface Component

FSD_CS_WB

TM_INVOICE

Consolidate Freight Order for EWM WB

B Basic Method

/SCMTMS/CL_SFIR_METHODS_WB

EXECUTE_CONSOLIDATION_WB

Defining Process Controller Strategy (BC Set)

You can use this procedure to create a process controller strategy for a freight settlement. This strategy is assigned to a settlement profile to take effect.

Procedure

1. In Customizing for SAP Transportation Management, choose SCM Basis → Process Controller → Define Strategy.

2. Create a process controller strategy with the following data:

Strategy Service Description

FSD_C_WB TM_INVOICE Create Warehouse Billing Freight Settlement Doc

Assigning Method to Strategy (BC Set)

You can use this procedure to assign a process controller method to a process controller strategy.

Procedure

1. In Customizing for SAP Transportation Management, choose SCM Basis → Process Controller → Assign Methods to a Strategy.

2. Assign method to strategy as follows:

Strategy Method Sequence

FSD_C_WB FSD_CS_WB 1



Settings for Billing Process

Defining Forwarding Agreement Item Type (BC Set)

You can use this procedure to create an item type of forwarding agreement to specify the attributes of the items that you add to a forwarding agreement.

Procedure

1. In Customizing for SAP Transportation Management, choose Transportation Management → Master Data → Agreements and Service Products → Define FWA and Service Product Item Types.

2. Create an item type of forwarding agreement with following data:

Item Type Description Calc. Sheet Add Services FWO Type

WBI2 FWA Item Type for Warehouse Billing

Allowed X SOWB

Defining Forwarding Agreement Type (BC Set)

You can use this procedure to create a forwarding agreement type that you use to create forwarding agreement.

Procedure

1. In Customizing for SAP Transportation Management, choose Master Data → Agreements and Service Products → Define FWA and Service Product Catalog Types.

2. Create forwarding agreement type with the following data:

Agr. Type Description No. Range WD Appl. Config. Item No. Interval

SAP EWM Integration

WB02 FWA Type for Warehouse Billing

01 /SCMTMS/TCM_EFA_CU_WB

100 X

3. Assign item type to forwarding agreement type as follows:

Agr. Type Item Type Dflt Type

WB02 WBI2 X

Defining Partner Determination Profile (BC Set)

You can use this procedure to create a partner determination profile and assign the party roles. The partner determination profile is used in the forwarding order type.

Procedure

1. In Customizing for SAP Transportation Management, choose Master Data → Business Partners → Define Partner

Determination Profiles.



2. Create a partner determination profile with the following data:

Part. Det. Prof. Description

WBDP BP Profile for Warehouse Billing

3. Assign the party roles with the following data:

Party Role

Party Role Desc. Sequence Edit Level Srce Type Srce Role Not Mod.

1 Ordering Party 1 M Mandatory Party Role

5 Consignee 2 M Mandatory Party Role 1 X

Defining Item Type for Forwarding Order (BC Set)

You can use this procedure to create an item type for forwarding order. The item type is used in the forwarding order type.

Procedure

1. In Customizing for SAP Transportation Management, choose Forwarding Order Management → Define Item Type for Forwarding Order Management.


Item Type Description Item Category

WBI1 Warehouse Service SRV Service

Defining Forwarding Order Type (BC Set)

You can use this procedure to create a forwarding order type. The setting in the forwarding order type influences the processing of a forwarding order.

Procedure

1. In Customizing for SAP Transportation Management, choose Transportation Management → Forwarding Order Management → Forwarding Order → Define Forwarding Order Types.

2. Create a forwarding order type with the following data:

Field Value

Forwarding Order Type SOWB


Template No. Range Interval 04

Stage Determination Stage Determination by Movement Type

Same Locations and BPs Leave Empty

Enable Charge Calculation X

Automatic Charge Calculation X

Enable Forwarding Settlement X

Default FWSD Type WBSD



Payment Terms Incoterms and Freight Terms Are Initially Enabled

Automatic Confirmation X

Default Conf. Type O

Output Profile /SCMTMS/TRQ_FWO

Add. Output Profile /SCMTMS/TRQ_FWO_PRINT

Partner Determination Profile WBDP

Text Schema FWOHDR

Text Type NOTE

Accept Transp. Prop. Not Defined

Propagate Changes B Synchronous Propagation of Changes, Fallback to Asynchronous

Customs Handling Automatic

Default Weight UoM KG

Default Volume UoM M3

Default Pieces UoM PC

Web Dynpro Configuration /SCMTMS/FWD_ORDER_WB

3. In Customizing for SAP Transportation Management, choose Transportation Management → Forwarding Order Management → Forwarding Order→Assign Item Types to Forwarding Order Types.

4. Assign item type to forwarding order type as follows:

FWO Type Item Type Default Item Type

SOWB WBI1 X

Defining Forwarding Settlement Document Type (BC Set)

You can use this procedure to create a document type of forwarding settlement. The setting in the forwarding settlement document type influences the processing of a forwarding settlement document.

Procedure

1. In Customizing for SAP Transportation Management, choose Transportation Management → Settlement → Forwarding Settlement → Define Forwarding Settlement Document Types.

2. Create a forwarding settlement document type with the following data:

Field Value

FWSD Type WBSD

Description Settlement Doc Typ for Warehouse Billing

FWSD Category 10 Forwarding Settlement Document


WD Appl. Config /SCMTMS/TCM_CFIR_WB

Output Profile /SCMTMS/CFIR_PRINT_WB

Add. Output Profile /SCMTMS/CFIR



Activating BAdI: Determination of Invoice Date for Forwarding Settlement Documents (Optional)

You can use this procedure to activate the BAdI for determining an invoice date for forwarding settlement documents. After you have activated the BAdI, the settlement document that is created from the forwarding order uses the execution end date of the forwarding order item as the invoice date.

If you do not activate this BAdI, the settlement document uses the system date as the invoice date.

Procedure

1. In the SAP Easy Access, choose Tools → ABAP Workbench → Utilities → Business Add-Ins → Implementation.

2. Edit enhancement implementation /SCMTMS/CFIR_DATES_IMP.

3. Activate BAdI implementation /SCMTMS/CFIR_DATES_IMP.

4. In Customizing for SAP Transportation Management, choose Transportation Management → Business Add-Ins (BAdIs)

for Transportation Management → Settlement → Forwarding Settlement → BAdI: Determination of Invoice Date for

FWSDs.

5. Activate BAdI implementation in Customizing settings.

Defining Credit Memo Reason Code and Type (BC Set)

You can use this procedure to create a reason code of credit memo and a credit memo type. The reason code is used when you create a credit memo for a forwarding settlement document. And the setting in the credit memo type influences how the system processes a credit memo for the forwarding settlement document.

Procedure

1. In Customizing for SAP Transportation Management, choose Settlement → Forwarding Settlement → Define Credit Memo Reason Codes and Types for Forwarding SDs.

2. Choose Define Credit Memo Reason Codes .

3. Create a reason code with the following data:

Rsn Code Description

W01 Service quantity discrepancy

4. Choose Define Credit Memo Types.

5. Create a credit memo type with the following data:

Field Value

Freight Credit Memo Type WBCM

Description Warehouse billing credit memo

FSD Category 30 Credit Memo

BW Relevance X


Rsn Code W01



Output Profile /SCMTMS/CFIR_PRINT_WB

Add. Output Profile /SCMTMS/CFIR

Note: You can assign the credit memo type for forwarding settlement document to a forwarding settlement document type.

Defining Process Controller Method (BC Set)

You can use this procedure to create a process controller method for a forwarding settlement. The method is assigned to a process controller strategy.

When you are creating collectively from multiple forwarding orders, this method can realize additional function of deconsolidation of forwarding settlement document based on different locations. In Warehouse Billing, location also means warehouse.

Procedure

1. In Customizing for SAP Transportation Management, choose SCM Basis → Process Controller → Define Methods.

2. Create a process controller method with the following data:

Method Service Description Method Type Class/Interface Interface Component

FWSD_CS_WB

TM_INVOICE

Consolidate Forwarding Order for EWM WB

B Basic Method

/SCMTMS/CL_CFIR_METHODS_WB

EXECUTE_CONSOLIDATION_WB

You can use this procedure to create a process controller strategy of a forwarding settlement. This strategy is assigned to a settlement profile to take effect.

Procedure

1. In Customizing for SAP Transportation Management, choose SCM Basis → Process Controller → Define Strategy


Defining Process Controller Strategy (Optional)

You can use this procedure to create a process controller strategy of a forwarding settlement. This strategy is assigned to a settlement profile to take effect.

Procedure

3. In Customizing for SAP Transportation Management, choose SCM Basis → Process Controller → Define Strategy.


Strategy Service Description

FWSD_C_WB TM_INVOICE Create Warehouse Billing Forwarding Settlement Doc


Configuration on SAP ERP © 2021 SAP SE or an SAP affiliate company. All rights reserved. 29

Assigning Method to Strategy (Optional)

You can use this procedure to assign a process controller method to a process controller strategy.

Procedure

1. In Customizing for SAP Transportation Management, choose SCM Basis → Process Controller → Assign Methods to a Strategy.

2. Assign method to strategy as follows:

Strategy Method Sequence

FWSD_C_WB FWSD_CS_WB 1

5 Configuration on SAP ERP

Prerequisite

You have set up the SAP TM system with invoice integration with SAP ERP.

You have completed the necessary configuration setting for charge calculation and invoice integration.

Fore more information about integration guide of SAP TM, see SAP Service Marketplace at http://service.sap.com/instguides.

For the configuration of pricing, tax determination and account determination, Customizing settings below provide an overview.

Process

You customize SAP ERP to define and set up the billing and invoice integration with SAP TM. You need to do the following Customizing activities:

• Define Category Codes

• Define Subcategory Codes

• Define Charge Types

If you are using the warehouse billing in crediting process, you need to do the following Customizing activities:

• Define Warehouse Service Master

• Assign Service Master Record and Account Assignment Category

• Assign Organization Units for Purchasing

• Define Purchase Charge Schema

• Tax Code Determination

• Account Determination

• Switch off Message for Invoice Verification

If you are using the warehouse billing in crediting process, you need to do the following Customizing activities:

• Define Condition Types

• Assign Condition Types

• Define Pricing Procedure

• Tax Determination

• Account Determination




• Assign SAP TM Credit Memo Reason Code to Order Reason Code

• Assign Organization Units for Sales and Distribution

5.1 General Settings

Implementing BC Set ZWB_CUSTOMIZING_ERP

The general setting in SAP ERP can be achieved via the BC Set import and activation. The BC Sets are attached to SAP Note 2151729. Follow the instructions in the SAP Note on how to download the BC Sets into your system.

Procedure

1. Download BC Set ZWB_CUSTOMIZING_TM from SAP Note 2151729.






5. Enter BC Set ZWB_CUSTOMIZING_ERP and choose Activate.

6. Continue activation.

Manual Configuration

Defining Category Code (BC Set)

You can use this procedure to create a category code to group and categorize charge types.

Procedure

1. In Customizing for Integration with Other SAP Components, choose Transportation Management→ Invoice Integration → Invoicing → Definition for Transportation Charge Types → Define Category Codes.

2. Create a category code with the following data:

Cat. Code Short Description

WCH Warehouse Service Charges



Defining Subcategory Code (BC Set)

You can use this procedure to create a subcategory code to group and categorize charge types in a more detailed manner than category code.

Procedure

1. In Customizing for Integration with Other SAP Components, choose Transportation Management→ Invoice Integration → Invoicing → Definition for Transportation Charge Types → Define Subcategory Codes.

2. Create 4 subcategory codes with the following data:

Subcat. Cd Short Description

WBIB Inbound Service Charges

WBOB Outbound Service Charges

WBST Storage Service Charges

WBWT Warehouse Task Service Charges

Defining Charge Type (BC Set)

You can use this procedure to create charge types that you can assign to service master record or condition type.

Procedure

1. In Customizing for Integration with Other SAP Components, choose Transportation Management→ Invoice Integration → Invoicing → Definition for Transportation Charge Types → Define Charge Types.

2. Create 7 charge types with the following data:

Charge Type Charge Type Description Cat. Code Subcat. Cd

IB_01 Inbound Service Charge in TON WCH WBIB

OB_01 Outbound Delivery Note Printing Charge WCH WBOB

OB_02 Outbound Service Charge WCH WBOB

ST_01 Storage Service Charge - Large HUs WCH WBST

ST_02 Storage Service Charge – Small/Mid Parts WCH WBST

WT_01 Charge for Clarification Activities WCH WBWT

WT_02 Packing Service Charge WCH WBWT

Note: The charge type in ERP must be defined with the same ID as the charge type in TM.

5.2 Settings for Crediting Process

Defining Warehouse Service Master

Prerequisite



• You have set up the valuation class and account determination for the warehouse service.

• You have set up the tax indicator and tax determination for warehouse service.

• You have customized the Service Category for the warehouse service. The service category is customized with Ext. Numbering w/o Check flagged.

Procedure

1. In the SAP ERP system, on the SAP Easy Access screen, choose Logistics → Materials Management → Service Master

→ Service →Service Master.

2. Choose Create New Service.

3. Enter the following data:

Activity Number

Service Short Text Service Category

Base Unit of Measure

Material / Service Group

Valuation Class

Tax Indicator

TM_IB_01 Inbound Service Charge in TON <Service Category>

AU <Mat.Group>

<Class> <Tax Ind.>

TM_OB_01 Outbound Delivery Note Printing Charge

<Service Category>

AU <Mat.Group>

<Class> <Tax Ind.>

TM_OB_02 Outbound Service Charge <Service Category>

AU <Mat.Group>

<Class> <Tax Ind.>

TM_ST_01 Storage Service Charge - Large HUs

<Service Category>

AU <Mat.Group>

<Class> <Tax Ind.>

TM_ST_02 Storage Service Charge – Small/Mid Parts

<Service Category>

AU <Mat.Group>

<Class> <Tax Ind.>

TM_WT_01 Charge for Clarification Activities

<Service Category>

AU <Mat.Group>

<Class> <Tax Ind.>

TM_WT_02 Packing Service Charge <Service Category>

AU <Mat.Group>

<Class> <Tax Ind.>

Mapping Charge Type to Service Master Record

You can use this procedure to map a charge type to service master record and to define the account assignment category.

Procedure

1. In Customizing for Integration with Other SAP Components, choose Transportation Management→ Invoice Integration → Invoicing → Assignment of Transportation Charge Types → Assign Service Master Record and Account Assignment Category.

2. Map the charge types with the following data:

Cat. Code Subcat. Cd Charge Type Activity Number Acct Assignment Cat.

WCH WBIB IB_01 TM_IB_01 <Acct Assignment Cat.>

WCH WBOB OB_01 TM_OB_01 <Acct Assignment Cat.>

WCH WBOB OB_02 TM_OB_02 <Acct Assignment Cat.>

WCH WBST ST_01 TM_ST_01 <Acct Assignment Cat.>

WCH WBST ST_02 TM_ST_02 <Acct Assignment Cat.>

WCH WBWT WT_01 TM_WT_01 <Acct Assignment Cat.>

WCH WBWT WT_02 TM_WT_02 <Acct Assignment Cat.>



Mapping TM Organization Unit to Purchasing Organization

You can use this procedure to map an SAP TM organization unit to a purchasing organization in SAP ERP. You can also define the parameters that the system uses to create the purchasing document in ERP.

Procedure

1. In Customizing for Integration with Other SAP Components, choose Transportation Management→ Invoice Integration → Invoicing → Mapping of Organization Units → Assign Organization Units for Purchasing.

2. Map the SAP TM organization unit with the following data:

Logical System

TM Purchasing Organization

Stl Type PGr Plnt CoCd Type Matl Group

<TM logical system>

<TM purchasing organization>

WBSD <ERP purchase Organization>

<Plant> <Company Code>

<Purchase document Type>

<Matl group>

<TM logical system>

<TM purchasing organization>

WBCM <ERP purchase Organization>

<Plant> <Company Code>

<Purchase document Type>

<Matl group>

Note: In SAP S/4HANA 1809 or above, the mapping between TM purchasing organization and ERP purchasing organization is

explicitly done in TM purchasing organization creation (Chapter 7.2.2). You can set up the parameters for creation of the

purchasing document in ERP under the IMG path: Integration with Other SAP Components → Transportation Management →

Invoice Integration → Invoicing → Mapping of Organizational Units → Assign Purchasing Information for Posting.

Defining Purchase Charge Schema

Prerequisites

You have customized necessary schema group for organization. The schema group is assigned to the service purchase organization in SAP ERP. Service purchase organization is mapped to the purchasing organization in SAP TM.

You have customized necessary schema group for vendor. The schema group is assigned to the vendor in SAP ERP and the vendor in SAP ERP is transferred to SAP TM as business partner.

Procedure

You customize the charge schema for the service purchase order as an SAP ERP Document for the following purposes:

• Charge transfer from SAP TM

• Automation of tax code determination

• Automation of tax charge calculation

You customize the charge schema under Materials Management→ Purchasing→ Conditions→ Define Price Determination Process→ Define Calculation Schema.

You choose RM0000 and copy into new Charge Schema, for example, ZTM000.

You customize the charge schema determination with under Materials Management→ Purchasing→ Conditions→ Define Price Determination Process→ Define Schema Determination.

Choose Determine Calculation Schema for Standard Purchase Orders.

Schema GrpOrg Sch.Grp Vndr Proc.

<Schema Grp Org> <Schema Grp Vendor> ZTM000



Defining Tax Condition Type for Tax Code determination

Tax code automation is required for self-billing with Evaluated Receipt Settlement (ERS).

Prerequisite

• You have customized the necessary condition table and access sequence for tax determination.

• You can refer to the standard access sequence: 0003 (Tax Classification).

• You have customized the new condition type with the access sequence assigned: ZCON.

• You have created the condition records for condition type ZCON.

Procedure

You customize the charge schema to add the tax condition type for tax automation. You customize the charge schema under Materials Management→ Purchasing→ Conditions→ Define Price Determination Process→ Define Calculation Schema.

1. Select ZTM000, choose Control Data.

2. Replace the line with condition type NAVS as follows:

Condition Type Statistic Requirement

ZCON True <empty>

3. Remove the line with condition type NAVM.

4. Edit condition type ZCON to maintain the condition record for tax code determination.

Notes: The example above is for the tax determination of the service purchase order.

Account Determination

You can use this procedure to automatically determine the account for the services in the purchase order.

For warehouse billing, you need to configure the following transaction keys:

• WRX - GR/IR clearing account

• GBB - Offsetting entry for inventory posting

Prerequisite:

• You have created the G/L accounts.

• Check the valuation modification via transaction OMWD, for example, 0001.

• Check the account modification via transaction OME9. Select the account assignment category specified on the mapping between service master record and charge type (see chapter 5.2.2), for example, VBR.

Procedure:

1. In Customizing for Material Management, choose Valuation and Account Assignment → Account Determination → Account Determination Without Wizard → Group Together Valuation Areas.

2. Maintain the Val.Grpg Code for the valuation area of your plant.

3. In Customizing for Material Management, choose Valuation and Account Assignment → Account Determination → Account Determination Without Wizard → Configure Automatic Postings, choose Account Assignment.

4. Open entry with transaction WRX.

5. Enter the chart of accounts.



6. Check for the valuation modification, for example, 001. The account has been maintained.

7. Get back to previous screen and open entry with transaction GBB.

8. Enter the chart of accounts.

9. Create a new entry with following data:

Valuation modif. General modification Valuation Class Debit Credit

0001 VBR <class> <G/L account> <G/L account>

Note: the valuation class is as same as class maintained in the service master.

Switching off Message for Invoice Verification

You can use this procedure to switch off message 446. Otherwise, the message will be displayed when Evaluated Receipt Settlement (ERS) is executed because the output control for the vendor has not been set up.

Note: Alternatively, you can also set up the output control for the vendor in the SAP Easy Access for Tools, choose Business Workflow →Development→ Definition Tools → Event → Event Creation → Message Control. Specify the condition record for your vendor for Invoice Verification application and ERS Output Type. Also specify the communication for the created condition record.

Procedure:

1. Go to transaction OMRM.


Message Message Text Online Batch Input

446 ERS settlement: No message was found for partner &1/company code &2

– –

..

5.3 Settings for Billing Process

Defining Condition Type

You can use this procedure to create the condition types. Subsequently, you map the condition types to the charge types.

Procedure:

1. In Customizing for Sales and Distribution, choose Basic Functions → Pricing → Pricing Control → Define Condition

Types, choose Maintain Condition Types.

2. Create the condition types with the following data:

Condition Type Description Condition Class Calculation Type

IB01 Inbnd. charge in Ton Discount or surcharge Fixed amount

OB01 Outb. Dlvry. Note Ch Discount or surcharge Fixed amount

OB02 Outb. charge by item Discount or surcharge Fixed amount

ST01 Large HU Stock Chgr. Discount or surcharge Fixed amount

ST02 S/M parts Stock Chgr Discount or surcharge Fixed amount

WT01 Exceptional Penalty Discount or surcharge Fixed amount



WT02 Pallet repack chgr. Discount or surcharge Fixed amount

Mapping Charge Type to Condition Type

You can use this procedure to map a charge type to a condition type.

Procedure

1. In Customizing for Integration with Other SAP Components, choose Transportation Management→ Invoice Integration → Billing → Assignment of Transportation Charge Types → Assign Condition Types

2. Map the charge types with the following data:

Cat. Code Subcat. Cd Charge Type Condition Type

WCH WBIB IB_01 IB01

WCH WBOB OB_01 OB01

WCH WBOB OB_02 OB02

WCH WBST ST_01 ST01

WCH WBST ST_02 ST02

WCH WBWT WT_01 WT01

WCH WBWT WT_02 WT02

Defining Pricing Procedure

You can use this procedure to define a pricing procedure. Later, the pricing procedure is mapped to the sales organization. Procedure:

1. In Customizing for Sales and Distribution, choose Basic Functions → Pricing → Pricing Control → Define and Assign

Pricing Procedures, choose Maintain Pricing Procedures.

2. Create a new procedure, for example, ZTMWB1.

3. Insert the created condition types as follows:

Step Counter Condition Type Manual Only Account Key

20 0 IB01 X ERL

21 0 OB01 X ERL

22 0 OB02 X ERL

23 0 ST01 X ERL

24 0 ST02 X ERL

25 0 WT01 X ERL

26 0 WT02 X ERL



Defining Tax Condition Type for Tax Determination

You can use this procedure to determine tax when generating the billing documents.

Prerequisite

You have customized necessary condition table and access sequence for tax determination. You can refer to the standard access sequence: MWST (Tax on Sales or Purchases).

Procedure

1. In Customizing for Sales and Distribution, choose Basic Functions → Pricing → Pricing Control → Define Condition

Types, then choose Maintain Condition Types.

2. Create a condition type, for example, TAX1, by coping standard condition MWST and change the access sequence

accordingly.

3. In SAP Easy Access for Logistics, choose Sales and Distribution →Master Data→ Conditions → Selection Using

Condition Type → Create.

4. Create a condition record for newly created condition type, for example, TAX1

5. In Customizing for Sales and Distribution, choose Basic Functions → Pricing → Pricing Control → Define and Assign

Pricing Procedures, then choose Maintain Pricing Procedures.

6. Choose newly created procedure, for example, ZTMWB1.

7. Insert newly created condition type for tax, for example, TAX1.

Notes: The example above is for the tax determination of the service purchase order. For the detailed setup of tax determination, contact SAP ERP consultant.

Account Determination

You can use this procedure to automatically determine the account for the services in the billing document.

Prerequisite:

You have created the G/L accounts.

Procedure

1. In Customizing for Sales and Distribution, choose Basic Functions → Account Assignment/Costing → Revenue

Accounting Determination → Assign G/L Account.

2. Choose “004 – General”.


Application Condition Type Chart of Accounts Sales Organization G/L Account

V KOFI <chart of accounts> <sales org> <G/L account>

Note:



• Instead of using the standard account determination procedure, you can define your own access sequence and

own account determination procedure

• For the warehouse billing, if you use the standard account determination procedure as process above, you can

also determine the account based on the customer group and account key. The account key is specified in the

pricing procedure (see chapter 5.3.3).

Assigning SAP TM Credit Memo Reason Code to Order Reason Code

You can use this procedure to map a reason code of SAP TM credit memo to an SAP ERP order reason code.

Procedure

1. In Customizing for Integration with Other SAP Components, choose Transportation Management→ Invoice Integration → Billing → Assign SAP TM Credit Memo Reason Code to Order Reason Code.

2. Map the credit memo reason code with the following data:

TM CM Reason Code Order Reason

W01 <Order Reason Code>

Assigning Organization Units for Sales and Distribution

You can use this procedure to map an SAP TM organization unit to a sales organization in SAP ERP. You can also define the parameters that the system uses to create the billing document in SAP ERP.

Procedure

1. In Customizing for Integration with Other SAP Components, choose Transportation Management→ Invoice Integration → Billing → Mapping of Organization Units → Assign Organization Units for Sales and Distribution.

2. Map the TM organization unit with the following data:

Field Value

Logical System <TM logical system>

TM Sales Org <TM sales organization>

Settlement Type WBSD

FWSD Category Code 10

Sales Org. <ERP sales organization>

Distr. Channel <Distribution channel>

Division <Division>

Procedure e.g. ZTMWB1

Billing Type FX

Sales Doc. Type AA

Item Category DLN

NR Int. Assgt. 01



3. Map the TM organization unit for credit memo with the following data:

Note: In SAP S/4HANA 1809 or above, the mapping between TM sales organization and ERP sales organization is explicitly done

in TM sales organization creation (Chapter 7.3.2). You can set up the parameters for creation of the billing document in ERP

under the IMG path: Integration with Other SAP Components → Transportation Management → Invoice Integration → Billing

→ Settings for Posting Forwarding Settlements → Assign SD Information for Posting.

Field Value

Logical System <TM logical system>

TM Sales Org <TM sales organization>

Settlement Type WBCM

FWSD Category Code 20

Sales Org. <ERP sales organization>

Distr. Channel <Distribution channel>

Division <Division>

Procedure e.g. ZTMWB1

Billing Type FX

Sales Doc. Type DR

Item Category DLN

NR Int. Assgt. 01


Configuration on SAP EWM © 2021 SAP SE or an SAP affiliate company. All rights reserved. 40

6 Configuration on SAP EWM

You customize SAP EWM to define and set up the warehouse billing. Customizing includes the following activities:

• Define No. Range Intervals for Request for Warehouse Billing Measurements

• Define No. Range Intervals for Specification for Warehouse Billing Measurements

• Define Number Range Intervals for Warehouse Billing Measurements

• Define Warehouse Billing Measurement Types

• Define Request Types for Warehouse Billing Measurement

• Define Measurement Item Types

• Map Charge Types to Measurement Item Types

• Define Factory Calendar

• Set Snapshots

• Schedule Snapshot Persistency Report

6.1 Configuration with BC Set Import

Part of configurations on SAP ERP can be achieved via the BC Set import and activation. The BC Sets are attached to SAP Note 2151729. Please follow the instructions on how to download the BC Sets into your system.

Implementing BC Set ZWB_CUSTOMIZING_EWM

You can use this procedure to activate BC Set ZWB_CUSTOMIZING_EWM in SAP EWM.

Procedure

1. Download BC Set ZWB_CUSTOMIZING_EWM from SAP Note 2151729.

2. In SAP Easy Access for SAP Extended Warehouse Management, choose Tools → Customizing → Business

Configuration Sets → Display and Maintain BC Sets.


4. In SAP Easy Access for SAP Extended Warehouse Management, choose Tools → Customizing → Business

Configuration Sets → Activation of BC Sets

5. Enter BC Set ZWB_CUSTOMIZING_EWM.

6. Choose Activate and enter the following data:

• Warehouse Number, for example, W001

• Logical System, for example, ABC_001

7. Choose Copy Values.

8. Continue activation.



6.2 Manual Configuration

Defining Number Range for Request for Warehouse Billing Measurement (BC Set)

You can use this procedure to create a number range. Later, the number range can be assigned to a request type for measurement type of warehouse billing.

Procedure

1. In Customizing for SCM Extended Warehouse Management, choose Extended Warehouse Management → Billing → Define No. Range Intervals for Request for Warehouse Billing Measurements.

2. Choose Change Intervals, and then choose Insert Line.

3. Create a number range with the following data:

No From No. To Number NR Status

01 1000000000 1999999999 1000000000

Defining Number Range for Specification for Warehouse Billing Measurement (BC Set)

You can use this procedure to create a number range for specification for warehouse billing measurement.

Procedure

1. In Customizing for SCM Extended Warehouse Management, choose Extended Warehouse Management → Billing → Define No. Range Intervals for Specification for Warehouse Blng Measurements.




01 1000000000 1999999999 1000000000

Note: please do maintain number range “01” for the specification for warehouse billing measurement because number range “01” is hard coded.

Defining Number Range for Warehouse Billing Measurement (BC

Set)

You can use this procedure to create a number range. Later, the number range can be assigned to a measurement type of warehouse billing.

Procedure



1. In Customizing for SCM Extended Warehouse Management, choose Extended Warehouse Management → Billing → Define Number Range Intervals for Warehouse Billing Measurements.




01 1000000000 1999999999 1000000000

Note: do have number range “01” maintained.

Defining Warehouse Billing Measurement Type (BC Set)

You can use this procedure to create a warehouse billing measurement type. The setting of the measurement type of warehouse billing influences how the system processes the warehouse billing measurements.

Procedure

1. In Customizing for SCM Extended Warehouse Management, choose Extended Warehouse Management → Billing → Define Warehouse Billing Measurement Types.

2. Create 2 warehouse billing measurement types with the following data:

Warehouse Number BM Type Description No. Range

<Warehouse No.> LSP CUSTOMER 01

<Warehouse No.> SHP SERVICE PROVIDER 01

Defining Request Type for Warehouse Billing Measurement (BC Set)

You can use this procedure to create a request type for warehouse billing measurement. The setting of the request type influences how the system processes the request for warehouse billing measurement.

Procedure

1. In Customizing for SCM Extended Warehouse Management, choose Extended Warehouse Management → Billing → Define Request Type for Warehouse Billing Measurement.

2. Create 2 request types with the following data:

Warehouse Number

WBMR Type Description Usage Default No. Range BM Type

<Warehouse No.>

LSP Request Type - Buying Warehouse Service

Customer X 01 LSP

<Warehouse No.>

SHP Request Type - Selling Warehouse Service

Service Provider

X 01 SHP

Defining Measurement Item Type (BC Set)

You can use this procedure to create a measurement item type. The measurement item type is assigned to a snapshot entity.

Procedure

1. In Customizing for SCM Extended Warehouse Management, choose Extended Warehouse Management → Billing → Define Measurement Item Types.

2. Create the measurement item types with the following data:



Warehouse Number Measurement Item Type

Measurement Item Type Description Snapshot

<Warehouse No.> IB_01 Inbound Service Charge in TON INBOUND_DELIVERY

<Warehouse No.> OB_01 Outbound Delivery Note Printing Charge OUTBOUND_DELIVERY

<Warehouse No.> OB_02 Outbound Service Charge OUTBOUND_DELIVERY

<Warehouse No.> ST_01 Storage Service Charge - Large HUs PHYSICAL_STOCK

<Warehouse No.> ST_02 Storage Service Charge – Small/Mid Parts

PHYSICAL_STOCK

<Warehouse No.> WT_01 Exceptional Penalty Charge for Clarification Activities

WAREHOUSE_TASK

<Warehouse No.> WT_02 Packing Service Charge - Number of Pallets Packed

WAREHOUSE_TASK

Assigning Charge Types to Measurement Item Type (BC Set)

You can use this procedure to assign charge types to measurement item types.

Procedure

1. In Customizing for SCM Extended Warehouse Management, choose Extended Warehouse Management → Interfaces → TM Integration → Map Charge Types to Measurement Item Types.

2. Map the charge types to measurement item types as follows:

Warehouse No. Business System Charge Type Measurement Item Type

<Warehouse No.> <Business System> IB_01 IB_01

<Warehouse No.> <Business System> OB_01 OB_01

<Warehouse No.> <Business System> OB_02 OB_02

<Warehouse No.> <Business System> ST_01 ST_01

<Warehouse No.> <Business System> ST_02 ST_02

<Warehouse No.> <Business System> WT_01 WT_01

<Warehouse No.> <Business System> WT_02 WT_02

Note:

• The mapped charge type ID and measurement item type ID must be the same.

• When you release the agreement in SAP TM, only the charge lines that have the charge type assigned to

measurement item type are shown in the SAP EWM system.

Defining Factory Calendar (Mandatory)

You can use this procedure to create a factory calendar. The factory calendar determines the aggregation period of the warehouse activities.

Procedure:

1. In customizing for SCM Extended Warehouse Management, choose SCM Basis → Master Data → Calendar → Maintain Factory Calendar → Factory Calendar → Display.

2. Create a factory calendar.

3. Choose Special rules to maintain the periods. For example, the aggregation period is from

25th of last month to 24th of current month.

Valid from Valid to Workday Text

24.12.2014 24.12.2014 X 24.12.2014

24.01.2015 24.01.2015 X 24.01.2015



24.02.2015 24.02.2015 X 24.02.2015

24.03.2015 24.03.2015 X 24.03.2015

Note: Factory calendars are specified both in the SAP TM and SAP EWM system. The factory calendars have the same settings

with same aggregation periods.

Setting Snapshots (Mandatory)

You use this procedure to activate the snapshots and set the offset day and the package size.

The offset day specifies the additional number of days after the specified snapshot date that the system takes the actual snapshot. For example, the inbound delivery after good receipt date is 12.04.2015, and you have specified an offset days of 2 for the inbound delivery snapshot. The system creates the snapshot of this inbound delivery on 14.04.2015.

Procedure

1. In Easy Access for SCM Extended Warehouse Management, choose Extended Warehouse Management → Setting →

Billing.

2. Create the snapshot setting with the following data:

Warehouse Number Snapshot Activate Offset Day Pack. Size

<warehouse no.> INBOUND_DELIVERY X <offset day> 9000

<warehouse no.> OUTBOUND_DELIVERY X <offset day> 9000

<warehouse no.> PHYSICAL_STOCK X <offset day> 9000

<warehouse no.> WAREHOUSE_TASK X <offset day> 9000

Scheduling Snapshot Persistency Report

You use this procedure to schedule the snapshot persistency report. The snapshot persistency report is scheduled on a daily basis to store the transaction data into snapshot table every day.

Procedure

1. In Easy Access for SCM Extended Warehouse Management, choose Extended Warehouse Management → Billing →

Snapshots → Create Snapshots.

2. Enter the warehouse number, party entitled to dispose and uncheck Simulation.

3. Choose Goto → Variants → Save as Variantto, save a variant, for example, VAR01.

4. In Easy Access for Tools, choose CCMS → Background Processing → Define Job.

5. Enter the job name.

6. Choose Start condition. Set the schedule start date and set period to daily.

7. Choose Step. Set the following data:

ABAP Program Name Variant

/SCWM/WB_SNAPSHOT e.g. VAR01

8. Save the job.



6.3 DB Index

On table /SCDL/DB_STATUS

The data base index TST on table /SCDL/DB_STATUS is inactive. If you want to use warehouse billing and capture snapshot for outbound delivery, improve the performance as follows:

1. Go to table /SCDL/DB_STATUS → Index.

2. Go to the detail of index TST. Currently it is a Non-unique index → No database index, which means this index is not

active.

3. Activate Index TST:

a. If you do not have HANA database, just choose Index on all database systems radio button.

b. If you have HANA database, choose For selected database systems radio button, and choose Database

Systems. In the Exclusion List, put your HANA databases.

On table /SCWM/ORDIM_C

The database index CFM on table /SCWM/ORDIM_C is inactive. If you want to use warehouse billing and capture snapshot for warehouse task or inbound delivery, perform the following steps to improve performance:

1. Go to table /SCWM/ORDIM_C → Index.

2. Go to the detail of index CFM. Currently it is a Un-unique index → No database index, which means this index is not

active.

3. Activate Index CFM:

a. If you don’t have HANA database, just choose Index on all database systems radio button.

b. If you have HANA database, choose For selected database systems radio button, and then choose Database

Systems. In the Exclusion List, put your HANA databases.


Master Data © 2021 SAP SE or an SAP affiliate company. All rights reserved. 46

7 Master Data

7.1 General Master

Warehouse Location

You can use this procedure to create a location in SAP TM. The location contains the SAP EWM system information and also the warehouse number. This decides the destination of the agreement.

Procedure

1. In SAP Easy Access for SAP Transportation Management, choose Transportation Management → Master Data →

Transportation Network → Location.

2. Enter following data and choose (Create).

Location Location Type

e.g. WAREHOUSE1 1140

3. On address tab, enter address information.

4. On TM tab, enter following information:

SAP EWM Target System SAP EWM Warehouse Number

<EWM logical system> <warehouse>

5. Save the location.

Note: the time zone of the location must be as same as the warehouse time zone.

7.2 Master for Crediting Process

Service Provider

You can use this procedure to create a service provider in SAP ERP. The service provider needs to be transferred to SAP TM and maintained when you are creating warehouse service agreement.

Procedure

1. In SAP Easy Access for Logistics, choose Material Management → Purchasing → Master Data → Vendor → Central

→ Create. 2. Enter the following data:

Vendor Company Code Purchase Organization Account Group

e.g. WB_CAR001 <company code> <purchase organization> 0005

3. Enter address information on address view.



4. Enter accounting information on accounting information accounting view and payment transactions accounting view.

5. Enter the following purchasing information on purchasing data view:

Order currency Terms of paymnt Incoterms AutoEvalGRSetmt Del. AutoEvalGRSetmt Rel

<currency> <terms of paymnt> <incoterms> X X

6. Check the following data on partner functions view:

Partner function Name Number

VN Vendor e.g. WB_CAR003

PI Invoicing Party e.g. WB_CAR003

GS Goods supplier e.g. WB_CAR003

7. Save the master data.

Note: Core Interface (CIF) the service provider master from SAP ERP to SAP TM and SAP EWM.

8. On SAP TM, in SAP Easy Access for SAP Transportation Management, choose Transportation Management → Master

Data → Maintain Business Partner.

9. Search for the service provider and switch to BP role ‘CRM010 Carrier’

10. On ‘Customer Org. Data’ tab, maintain the purchasing organization (see chapter 7.2.2) and the billing schedule (see

chapter 4.2.1.10) and also the terms of payment

Note:

1. The terms of payment for the service provider between SAP TM and SAP ERP are be same.

2. In S/4HANA On Promise, the service provider is maintained in transaction BP with the BP role

‘CRM010 Carrier’. The billing schedule is maintained on the purchasing view and transporation tab. In the

next step, the ERP 4-digit purchasing organization maintained for the billing schedule must be consistent

with the purchasing organization maintained for the TM purchasing organization.

Purchasing Organization in TM

The purchasing organization is separately created in SAP TM and is mapped to the purchasing organization in ERP in Customizing.

Prerequisite

Call Transaction OO_CENTRAL_PERSON and check value ‘X’ is set for Group ‘HRALX’ and Semantic abbreviation ‘HRAC’.

Otherwise, the business partner ID will not be automatically created when you are creating the purchasing organization.

Procedure

1. Call transaction PPOCE.

2. Continue to accept the proposed valid from and valid to date.

3. On Basic data tab, enter organization unit name and description.

4. On Org. data tab, choose the (Create) and enter the following data:



Org. Unit Function Org. Unit Role

2 Purchasing 1 Organization

5. Choose Enter and enter charges profile ID: WB_CHAR_PROF.

6. On Address tab, enter address information.

7. Save the purchasing organization.

8. On Org. data tab, business partner ID is automatically created and assigned to the purchasing organization.

9. In SAP TM, in SAP Easy Access for SAP Transportation Management, choose Transportation Management → Master


10. Choose Create Person and choose BP role BUP001 Contract Person.

11. Enter the contact person information and save.

12. Search with business partner ID of the purchasing organization.

13. Double click on the business partner and choose Relationships.

14. Choose relationship category FBUR001 Has Contact Person and enter the business partner ID of contact person (step

11).

15. Choose Create and save.

Note: In SAP S/4HANA On Premise, enter the business system group and the ERP 4-digit purchasing organization to maintain an

explicit mapping between TM purchasing organization and the ERP purchasing organization.

7.3 Master for Billing Process

Customer

You can use this procedure to create a service provider in SAP ERP. The service provider needs to be transferred to SAP TM and specified when you are creating a warehouse service agreement.

Warehouse billing differentiates customers according to the party entitled to dispose. If you introduce a new customer, a new plant and vendor need to be created in ERP and mapped to a warehouse in SAP EWM. For more information, see Integration of SAP ERP with SAP EWM.

Procedure

1. In SAP Easy Access for Logistics, choose Sales and Distribution → Master Data → Business Partner → Customer →

Create → Complete.

https://websmp210.sap-ag.de/~sapidb/011000358700000102632013E/IntegrationERPEWM.pdf

https://websmp210.sap-ag.de/~sapidb/011000358700000102632013E/IntegrationERPEWM.pdf



2. Enter following data:

Account Group Customer Company Code Sales Organization Distribution Channel

Division

KUNA e.g.

WB_CUST03

<company

Code>

<sales

organization>

<dis.

channel>

<division>

3. Enter general information under General Data tab.

4. Enter company code information under Company Code tab.

5. Enter sales information under Sales Area Data tab Note: Specify the terms of payment data.

6. Save your entries.

Note: CIF the customer master from ERP to TM&EWM.



8. Search for the customer and switch to BP role CRM00 Sold-to Party.

11. On Customer Org. Data tab, specify the sale organization (see chapter 7.3.2) and the billing schedule (see chapter

4.2.1.10) and also the terms of payment

Note:

1. The terms of payment for the customer between SAP TM and SAP ERP is the same.

2. In S/4HANA On Premise, the customer is maintained in transaction BP with the BP role ‘FLCU01 Customer’ and

‘FLCU00 Customer’. The billing schedule is maintained under role ‘FLCU01 Customer’, view ‘Sales and

Distribution’, tab ‘Billing’. In the next step, the ERP 4-digit sales organization maintained for the billing schedule must

be consistent with the sales organization maintained for the TM sales organization.

Sales Organization in SAP TM

The sales organization is created in SAP TM and is mapped to the purchasing organization in SAP ERP in customizing.

Prerequisite

Call Transaction OO_CENTRAL_PERSON and check value ‘X’ is set for Group ‘HRALX’ and Semantic abbreviation HRAC.

Otherwise, the business partner ID is not automatically created when you are creating the sales organization.

Procedure

1. Call transaction PPOCE.

2. Continue to accept the proposed valid from and valid to date.

3. On Basic data tab, enter organization unit name and description.

4. On Org. data tab, choose (Create), and then enter the following data:



Org. Unit Function Org. Unit Role

4 Sales Organization 1 Organization

5. Choose Enter and enter charges profile ID: WB_CHAR_PROF.

6. On Address tab, enter address information.

7. Save the sales organization.

8. On Org. data tab, business partner ID is automatically created and assigned to the purchasing organization.



10. Choose Create Person and choose BP role BUP001 Contract Person.

11. Enter the contact person information and save.

12. Search with business partner ID of the sales organization.

13. Double click on the business partner and choose Relationships.

14. Choose relationship category FBUR001 Has Contact Person and enter the business partner ID of contact person (step

11).

15. Choose Create and save.

Note: In SAP S/4HANA On Premise, enter the business system group and the ERP 4-digit sales organization to maintain an

explicit mapping between TM sales organization and the ERP sales organization.


Authorization © 2021 SAP SE or an SAP affiliate company. All rights reserved. 51

8 Authorization

SAP delivers standard roles both in SAP TM and SAP EWM for the warehouse billing.

In SAP TM, the following are the relevant roles:

• /SCMTMS/FREIGHT_CONTRACT_SPEC

Authorization of agreement management for crediting and billing

• /SCMTMS/CARRIER_SETTLEMENT_SP Authorization of settlement for crediting

• /SCMTMS/CUSTOMER_SETTLEMENT_SP Authorization of settlement for billing

• /SCMTMS/PROCESS_ADMINISTRATOR Authorization of background job

In SAP EWM, the relevant roles are:

• /SCWM/EXPERT

• /SCWM/WB_ADMINISTRATOR

• /SCWM/WB_SPECIALIST


Appendix © 2021 SAP SE or an SAP affiliate company. All rights reserved. 52

9 Appendix

9.1 Related Guides

9.2 Related Information

The following table contains links to information relating to the development guide.

Content Quick Link to the SAP Service Marketplace

Master Guide, Installation Guide and Upgrade Guide http://service.sap.com/instguides

Related SAP Notes http://service.sap.com/notes


http://service.sap.com/notes

www.sdn.sap.com/irj/sdn/howtoguides

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