Configuring Charge Calculation

The calculation profile function provides a central location to define the settings that you want the system to use when calculating transportation charges.

The following are examples of settings that you can define in a calculation profile:

• Specify the date type that the system uses as the basis for the rate, exchange rate, and agreement validity, and ultimately the charge calculation. (For example, the order date, the invoice date, or the expected end date of the main carriage.)
• Specify the level at which the system calculates the charges, for example, at header level, item level, or stage level.
• Specify the determination rule that the system uses to determine the agreement and the calculation sheet.
• Specify a single rate, known as a through rate, for multiple stages of a transportation route.
• Specify the default dimensional weight profile for the organizational unit and the condition that the system uses to determine the dimensional weight profile.
• Specify the source of the data that the system uses for charge calculation and invoicing, for example, actual route, ordered route, or actual and ordered route.

In the Define Calculation Profiles Customizing activity, you define the settings that you want the system to use when calculating transportation charges.

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

You can enable charge calculation for a purchasing organization by assigning a Charges Profile to the Purchasing Organization (see the PPOCE transaction). The charges profile groups together the general settings for charge calculation, such as the calculation profile you want the system to use when calculating transportation charges, as well as the freight settlement profile for settling your charges, the cost distribution profile, and the local currency of your business documents.

Calculation Profile Assignment

You can create a charges profile in the Customizing activity Define Charges Profile. Here you can assign your calculation profile, which then gets automatically assigned to the organizational unit to which the charges profile gets assigned.

In Customizing, choose Transportation Management→Basic Functions→Charge Calculation→Basic Settings→Define Charges Profiles.

A purchasing calculation profile for your purchasing organization has to be maintained for charge calculation on the freight/buying side (freight order and freight booking).

If the organization is a forwarding house, both sales and purchase calculation profiles have to be maintained. The same profile can be used for both sales and purchase, depending on the scenario.

You can also assign a calculation profile to the following business partner roles:

• Sold-to party
• Ship-to party
• Carrier
• Vendor

To assign a calculation profile to business partner roles, in SAP Fiori Launchpad, choose Master Data→Define Business Partner. You can assign a calculation profile on the Vendor/ Transportation Purch. Org. Data tab page of the business partner role. You can also use the BP transaction.

Note

If you assign a calculation profile to an organizational unit and to a business partner role, the system only applies the calculation profile you assigned to the business partner role. You can also assign a calculation profile only to the organizational unit, but you cannot assign a calculation profile only to a business partner.

In the Customizing activity Define Freight Order Types, the following settings influence charge calculation:

Enable Charge Calculation: This must be selected to enable the system to calculate the charges. This setting does not influence manual freight charges, as they can be entered even when this setting is not selected. Also, the system also allows the quoted price of awarded freight quotations to be updated.

Calculate Charge After Each Save: When this save strategy is selected, the system performs the charge calculation after each save. If a mandatory charge type cannot be determined or is missing, the freight order cannot be saved.

In the freight order, additional settings, such as Track Changes and Default Charges View (ungrouped/ grouped view), can be maintained.

To define freight order types, in Customizing, choose Transportation Management→Freight Order Management→Freight Order→Define Freight Order Types.

Note: The described settings can also be applied in freight booking types and service order types.