| Additional costs - shipment based |  |
| Shipment based additional costs are calculated for sales shipments. After confirmation of a shipment, a sales cost order is generated based on the shipment. A sales cost order with the Shipment origin contains all additional costs for one shipment. Note Multiple sales order lines and/or sales schedule lines can be linked to one shipment. The sales shipment cost order and the order/schedule lines that are linked to a shipment, receive a common shipment ID. Based on this ID, a complete shipment can be invoiced to the customer. The relevant order/schedule lines and the sales shipment cost order can be released to invoicing together. Sales shipment cost orders cannot be released to Warehouse Management. As a result, the Maintain Deliveries Sales Order Lines (tdsls4101m200) session is linked as an activity to the order type. However, if Maintain Deliveries Sales Order Lines (tdsls4101m200) is not executed before Release Sales Orders/Schedules to Invoicing (tdsls4247m000), the activity is set to Executed during execution of the Release Sales Orders/Schedules to Invoicing (tdsls4247m000) session. Therefore, for sales shipment cost orders, it is not mandatory to execute Maintain Deliveries Sales Order Lines (tdsls4101m200). Shipment based additional costs - procedure If you want to assign additional costs to sales price lists, business partners, or items, so that these costs can be inserted on a sales shipment cost order, complete the following steps: Step 1. Define master data for sold-to business partners In the Sold-to Business Partners (tccom4110s000) session, set the Calculate Additional Costs For field to Shipments. Step 2. Define the parameters In the Inventory Handling Parameters (whinh0100m000) session, select the Calculate Additional Costs for Shipments check box to allow additional cost lines within shipments. In the Sales Order Parameters (tdsls0100s400) session, define the following fields:
Recalculation of Additional Costs | If, after additional costs are calculated, a shipment is modified in the Shipments (whinh4630m000) session, you can indicate whether or not additional costs must be recalculated when you freeze or confirm the shipment. | No The additional costs are not recalculated. You can manually maintain additional costs. Interactive ERP LN asks you whether the additional costs must be recalculated. You can still manually maintain the additional costs, but if you let ERP LN recalculate the additional costs, the manual changes can be lost. Automatic You cannot maintain the additional costs. The additional cost are automatically recalculated.
Shipment Cost Order Series | Enter the series for sales shipment cost orders. | -
Shipment Cost Order Type | Enter the default order type for sales shipment cost orders. | -
Step 3. Define additional cost sets and linked cost items Use the Sales Additional Cost Set - Items (tdsls0624m000) session to define additional cost sets and to link cost items to the cost set. The cost set used in the header of the Sales Additional Cost Set - Items (tdsls0624m000) session is defined in the Additional Cost Sets (tdsls0124m000) session. Use this session to group additional costs (cost items) into sets and define the currency that must be used for the cost set. Cost sets are used to group additional charges to be incurred on the order, for example freight and handling costs. Cost sets can be linked to items, business partners, or price lists, which enables you to automatically add appplicable charges to orders. The lines of the Sales Additional Cost Set - Items (tdsls0624m000) session are created in the Additional Cost Set - Items (tdsls0528m000) session. Use this session to define the cost items that belong to a cost set. On the cost set line, you can define when the additional costs are applicable and how these additional costs must be retrieved or calculated. Examples of cost set lines that you can define in this session are administrative costs added to the order if the order amount is lower than a certain value, freight costs added to the order if the total weight of the sold goods exceeds a certain value, and so on. Step 4. Assign additional costs to business partners and items Additional costs for sales orders and schedules can be assigned to: Specific business partners. These are shipment dependent costs, which are based on a complete shipment to that business partner. Specific items. These are item dependent costs that are only applied to sales schedule shipments. These costs are based on shipment lines and can be applied on top of the shipment dependent additional costs. Shipment dependent costs Use the Cost Sets - Sales Price List/Sold-to BP (tdsls0527m000) session to link a default additional cost set to a price list, or a sold-to business partner and/or ship-to business partner. Item dependent costs Use the Sales Contract Lines (tdsls3501m000) session to link a default additional cost set to an item. Step 5. Define the additional costs For the cost items that are specified in the additional cost set, a price must be set up in a price book. Use the Price Books (tdpcg0131m000) session to define charges for additional cost items. Complete the following steps in the Price Books (tdpcg0131m000) session: Select the price book that is defined in the Default Sales Price Book field of the Pricing Parameters (tdpcg0100m000) session. Select the applicable cost item. Define the price breaks. Once an additional cost set is retrieved for a shipment (line), the fields in the Determining group box of the Additional Cost Set - Items (tdsls0528m000) session determine whether the cost line is applicable for the shipment (line) and, therefore, a price must be retrieved from the price book for the cost item. If the cost line is applicable for the shipment (line), based on the fields in the Costs group box of the Additional Cost Set - Items (tdsls0528m000) session, a quantity is calculated that is used to retrieve the correct price in the price book. Step 6. Generate a sales shipment cost order If an additional cost set with valid cost lines is found for a shipment (line), these cost lines are added to the shipment as shipment lines in Warehouse Management. When the shipment is confirmed, a sales order with the Shipment origin is generated in the Sales Orders (tdsls4100m000) session. The sales order type and order series are retrieved from the Shipment Cost Order Type and Shipment Cost Order Series fields in the Sales Order Parameters (tdsls0100s400) session. Only cost and service items can appear on this sales order. The Shipment field is automatically filled for these orders in the Sales Orders (tdsls4100m000) session. The additional cost amount appears in the Amount field on the sales order line. The Amount can be changed until the activity Maintain Deliveries Sales Order Lines (tdsls4101m200) is executed. After this, the delivered amount can be changed in the Change Prices and Discounts after Delivery (tdsls4122m000) session. Step 7. Release the sales shipment cost order to Central Invoicing The sales shipment cost order and the order/schedule lines that are linked to a shipment have a common shipment ID. Based on this ID, you can invoice a complete shipment to the customer. If you select the Shipment check box in the Release Sales Orders/Schedules to Invoicing (tdsls4247m000) session, the sales shipment cost order and the order/schedule lines that are linked to the shipment are released to Central Invoicing together. You can view the shipment IDs in the following sessions: Sales shipment cost order Sales Orders (tdsls4100m000) Sales shipment cost order lines Linked Order Line Data (tdsls4102s200) Sales order lines Sales Order Actual Delivery Lines (tdsls4106m000) Sales schedule lines Schedule Shipment Details/Corrections (tdsls3140m000) Step 8. Process delivered sales orders and schedules Process the delivered sales orders in the Process Delivered Sales Orders (tdsls4223m000) session and the delivered sales schedules in the Process Delivered Sales Schedules (tdsls3223m000) session. Related topics Additional costs for sales orders and schedules Additional Costs in Warehouse Management |