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SAP Transportation Management

Basic use of Incoterm

in SAP TM

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  1. Incoterms defined.
  2. Stage Building using Incoterm.
  3. Incoterm with “Loc Mandatory” not set + Incoterm Loc. Stage Building set with “Two Activate Stages based on Incoterm Location 1” simulation (result in only ONE Stage).
  4. Incoterm Location Stage Building mapping process.

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Incoterms are intended to clearly communicate the tasks, costs, and risks associated with the transportation and delivery of goods. They define a contractual agreement between shipper and consignee to determine who is responsible for which stage of the transport and where and when the responsibilities of each partner start and end.

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Some of these incoterms require a location, at which tasks, costs, and risks are transferred from the shipper to the consignee. The incoterm location is the place where the goods are physically handed over and where the responsibilities for the goods change. The incoterm location is a master data location in TM and can be used for routing purposes.

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Incoterms is Mandatory in Standard SAP

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CIF indicates Location Mandatory in the configuration

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Incoterm and Location from the Customer BP Sales Area Billing Tab is written to the Sales Order item “Billing Doc” Tab

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  • Incoterms defined.
  • Stage Building using Incoterm.
  • Incoterm with “Loc Mandatory” not set + Incoterm Loc. Stage Building set with “Two Activate Stages based on Incoterm Location 1” simulation (result in only ONE Stage).
  • Incoterm Location Stage Building mapping process.

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In TM, user can build stages based on the incoterm location. The Incoterm Location Stage Building field in the logistics integration profile customizing defines how stages are built based on source location, incoterm location, and destination location. The system uses the incoterm location for stage building if the incoterm has set the Incoterm Location flag (a flag that indicates that you must enter a location with this incoterm). If no incoterm is specified, the system does not use the incoterm location for stage building and the system creates only one stage from the source to the destination location. If an incoterm is specified but this incoterm has not set the Incoterm Location flag, the system does not use the incoterm location for stage building. Instead, the system creates only one stage from the source to the destination location.

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In TM, user can build stages based on the incoterm location. The Incoterm Location Stage Building field in the logistics integration profile customizing defines how stages are built based on source location, incoterm location, and destination location. The system uses the incoterm location for stage building if the incoterm has set the Incoterm Location flag (a flag that indicates that you must enter a location with this incoterm). If no incoterm is specified, the system does not use the incoterm location for stage building and the system creates only one stage from the source to the destination location. If an incoterm is specified but this incoterm has not set the Incoterm Location flag, the system does not use the incoterm location for stage building. Instead, the system creates only one stage from the source to the destination location.

In order to use the Incoterm as a criteria for Stage Building, Location must be set Mandatory for the Incoterms

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Sales Order Type ZTMB

Outbound Delivery Type TMLF

Customer

TMBS00-01

Shipping Condition 03

Shipping Point 1010

Control Key 053 (relevant of Outbound Delivery)

Logistics Integration Profile S4TM

Material

TM-MAT-01

Loading Group

0001

Delivery Plant

1010

  • Freight Unit Building Rule/Condition
  • Stage Profile/Condition
  • Incoterm Location Stage Building Rule

Freight Unit Type BS00

Logistics Integration Profile set with the Incoterm Location Stage Building Rule can be used to determin how Stage is created in the Freight Unit

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Customer

TMBS00-01

Shipping Condition 03

Shipping Point 1010

Control Key 053 (relevant of Outbound Delivery)

Logistics Integration Profile S4TM

Material

TM-MAT-01

Loading Group

0001

Delivery Plant

1010

Outbound Delivery Type TMLF

Check “Transportation Relevancy Blog Post” for Details

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The following stage building rules are possible:

  • Initial Value - Two Active Stages

This setting is set as default. Two planning-relevant stages are created.

  • 01 Source Location to Incoterm Location - Type 1

One stage from the source to the incoterm location is created.

  • 02 Source Location to Incoterm Location - Type 2

Two stages are created:

    • An active stage from the source location to the incoterm location
    • An additional stage from the Incoterm location to the destination location which is not relevant for planning
  • 03 Incoterm Location to Destination - Type 1

One stage from the incoterm location to the destination. This is relevant, for example, for the consignee who plans only the route from Incoterm location to the goods receipt.

  • 04 Incoterm Location to Destination - Type 2

Two stages are created:

    • An active stage from the Incoterm location to the destination location
    • An additional stage which is not relevant for planning from the source location to the Incoterm location
  • 05 Two Active Stages

Two planning-relevant stages are created.

Scenario Demo for these Strategies will be done in a later Blog Posts

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  • Incoterms defined.
  • Stage Building using Incoterm.
  • Incoterm with “Loc Mandatory” not set + Incoterm Loc. Stage Building set with “Two Activate Stages based on Incoterm Location 1” simulation (result in only ONE Stage).
  • Incoterm Location Stage Building mapping process.

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Business Partner TMBS00-01

assigned with

Incoterms “FH” and Location “Walldorf”

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BUT

Incoterms “FH” not set with Location Mandatory

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Incoterm Loc. Stage Building set with “Two Activate Stages based on Incoterm Location 1”

BUT

the previous slide “FH” not set with Location Mandatory, the RULE says if “LOC”flag not set, the system does not use the incoterm location for stage building, instead the system will create only ONE Stage from the Source to the Destination Location.

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Incoterm Loc. Stage Building set with “Two Activate Stages based on Incoterm Location 1”

BUT

the previous slide “FH” not set with Location Mandatory, the RULE says if “LOC”flag not set, the system does not use the incoterm location for stage building, instead the system will create only ONE Stage from the Source to the Destination Location.

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  • Incoterms defined.
  • Stage Building using Incoterm.
  • Incoterm with “Loc Mandatory” not set + Incoterm Loc. Stage Building set with “Two Activate Stages based on Incoterm Location 1” simulation (result in only ONE Stage).
  • Incoterm Location Stage Building mapping process.

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When Location is Not Mandatory

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The following stage building rules are possible:

  • Initial Value - Two Active Stages

This setting is set as default. Two planning-relevant stages are created.

  • 01 Source Location to Incoterm Location - Type 1

One stage from the source to the incoterm location is created.

  • 02 Source Location to Incoterm Location - Type 2

Two stages are created:

    • An active stage from the source location to the incoterm location
    • An additional stage from the Incoterm location to the destination location which is not relevant for planning
  • 03 Incoterm Location to Destination - Type 1

One stage from the incoterm location to the destination. This is relevant, for example, for the consignee who plans only the route from Incoterm location to the goods receipt.

  • 04 Incoterm Location to Destination - Type 2

Two stages are created:

    • An active stage from the Incoterm location to the destination location
    • An additional stage which is not relevant for planning from the source location to the Incoterm location
  • 05 Two Active Stages

Two planning-relevant stages are created.

When Location is Not relevant