Framework Order PO Invoice to be block if exceeded.

I am using framework order PO for invoicing planning. The problem is my user can perform invoicing more than total of invoice on PO. Example;-
Item: ABC
Quantity: 1
Net Price: $10
Invoice planning start from 01.01.2010 until 31.03.2010, this means for 3-month total of invoice is $30.
the problem happens when user perform invoicing more than $30. How to block invoice if invoice already fulfill or exceeded total of invoice on invoice planning on PO ?

Hi,
I would advice you to set up a tolerance key "LA" in the transaction OMR6 for your company code, but this limit check
does not work with parked invoices.
As described in note 134976:
For the tolerance checks, the system proceeds as follows:
LA Amount of blanket purchase order
The system determines the variance between the total from the value of
the purchase order item calculated up to now and the value of the
current invoice for the limit of the purchase order and compares this
variance with the percentage and absolute upper limits which are set.
Itwill check the individual invoice amount
against the Blanket PO Overall limit regardless of its parked or posted
status, but will not check splitted invoices amount if they are parked.
In the MM-invoice verification's processes,
as you create a new invoice (post it directly or as park) reference to
Blanket PO, or process (then post an created/parked invoice) reference
to Blanket PO, in these processes, if you input/change the invoice
item's amount or click button 'Post' to post the invoice, the system will make
tolerance check with the tolerance key 'LA'.
But, according to our standard concept, the system will make the check only
based on the invoice item's amount and the data 'Actual value', 'Overall
limit' in the Blanket PO.
Because the invoice item's amount in the
parked invoices would be not acculumated and saved into 'Actual value'
in the Blanket PO (it should happen only for posted invoices), the
amount in the parked invoice would be not considered in the tolerance
check.
Regards,
Edit

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Hi Shirley,
Go to Vendor master change(XK02/MK02)with whom you are creating the Framework order - Purchasing data, in that uncheck the check boxes for GR-based invoice and Goods receipt. Then save the vendor master. Then create the framework order.
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we have requirement from customer to ensure that It s no possibility to save Framework order without foundation Invoicing plan. We created for this customer type of PO - ZFO. Is any possibility how make this without coding some coding, we prefer some changes in customizing... I tried to make some change via Purchase order- Define Screen layout at Document level but without succcess.
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Regards,
AKPT

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Hii SAP..
can i use MIRO or is there any transaction to do invoice for Framework Order (FO) PO ?

Yes you can use t-code MIRO to book the invoice against FO. If you are using account assignment U you can chane the acc assignment at the time of MIRO.
On a framework order by setting the item category to B will invoke the
Limit functionality on the PO. The expected value will be the price
that appears on the PO. The overall value is the absolute limit that
the system will accept against this PO. The overall value can be larger
than the expected value, never less.
Using MIRO; (1) enter the invoice date, reference # and amount of
invoice.
(2) enter the PO #,
(3) ensure the display variant = account
assignment - cost center.
(4) click on the yellow arrow icon in the
account assignment column,
(5) enter the invoice amount on the first
line of the account assignment box,
(6) click the BACK button on the
account assignment box,
(7) the traffic light should now be green and
you can save your invoice.
BR

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Hi
I am getting an error while Check/Posting the invoice for Framework Order.
Can anybody suggest the steps?

Hi
what is the error you are getting? what is error number?
regards
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Cannot post invoice for framework order

Dear all,
Maybe this question is too simple... I created a framework order worth 6000 euros. But in MIRO i just want to post an invoice worth 100 euros. I use the framework order as reference PO. And input 100 euros in the amount field. But the balance is 100 euro. I cannot post it. Anybody knows the solution?
Thank, Jerome

Hi Jerome
Yes of course, for FO orders the process is normally very straightforward.
You assign your PO items to a G/L account a enter the value limit.
Then you can do directly MIRO.
Your problem is that your are not using a valid account assignment ( U ). Try as a test e.g. using 'K' ( cost center ; G/L should be determined automatically if setup correctly ) or 'X' and enter the cost G/L account directly.
Then your MIRO will work,
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Dirk

How to make invoices on FrameWork Orders without reception

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This is my first post. Hope it will be clear.
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Hi,
Frame work order Ex blanket PO, We need to use document type FO,item category B the System will pronpt to enter the start date and End Date and you can give the open order without entering exact value to be supplied,when you use item category B Reception ie.MIGO is not possible we will do directly invoice only.
Regards

Payment Card Order completely invoiced but in the order is still showing Overall Status as Blocked

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Purchase Order with Invoice Plan

Hi,
I need to understand working with Invoicing plans for a Purchase Order. Especially the service PO for the rents and other related services.
How the PO is linked to the Invoice Plan and how the process happens in SAP?
Thanks in advance!

Creating an Invoicing Plan
The following procedure describes how to create an invoicing plan with the pre-Enjoy ordering transactions (ME21, ME22, ME23).
The procedure described is also applicable u2013 with certain restrictions u2013 to the Enjoy purchase order (ME21N, ME22N, ME23N).
If you are using the Enjoy purchase order, you will find:
·         The Invoicing Plan button and the indicators for GR-based invoice verification (GR-Based IV), service-based invoice verification (Srv.-Based IV), evaluated receipt settlement (ERS), and invoice receipt (Inv. Receipt) among the item details on the Invoice tab page.
·         The account assignment among the item details on the Account Assignment tab page
·         The Goods Receipt and GR Non-Valuatedindicators among the item details on the Delivery tab page
Prerequisites
Vendor Master Record
Before you can use the invoicing plan with automatic settlement, the Evaluated Receipt Settlement Delivery indicator must be set on the Purchasing Data screen in the vendor master record.
(If you wish to enter invoicing dates manually, this is not necessary.)
Purchase Order
●     We recommend using a framework order (that is a purchase order with a validity period and a reason for rejection). The invoicing plan can adopt the validity period specified in the PO header.
●     PO items for which you wish to use an invoicing plan must have account assignment irrespective of whether a material with a master record, a material described by a short text, or an external service is involved.
●     The GR/IR control facility must be set up in such a way that no goods receipt (or, in the case of services, no service entry) is expected - only an incoming invoice. If you wish to have automatic settlement, you must also set the Evaluated Receipt Settlement indicator.
If you nevertheless wish to allow service entry sheets for the item (e.g. for information purposes only), you must set the GR Non-Val. indicator.
Customizing
Under Purchase Order à Invoicing Plan in Customizing for Purchasing, you can maintain data such as the desired invoicing plan types, date categories, and date descriptions.
Procedure
       1.      Create a purchase order with account assignment (framework order).
Click to access the item overview (or the overview of service lines if you chose item category D for services).
       2.      Enter the desired material or service, the quantity, and the price.
       3.      Select the desired item and click Account Assignments to access the account assignment screen. Enter the account assignment for this item.
       4.      Click to access the item detail screen. Check that the GR/IR control indicators are set correctly on the item detail screen.
○     The GR and GR-Based Invoice Verification or Service-Based Invoice Verification indicators must not be set.
○     IR must be set.
○     You must set ERS if you wish to have Evaluated Receipt Settlement.
○     If you wish to have service entry sheets purely for information, for example, allow non-valuated goods receipt (i.e. select the GR Non-Val and GR indicators).
       5.      Choose Item ® Invoicing Plan. A window appears, in which the invoicing plan types predefined in Customizing are suggested. Choose the desired invoicing plan type and click Continue.
You can use the following invoicing plan types:
○     Periodic Invoicing Plan
■      You use the periodic invoicing plan if the total value of the PO item is to be invoiced in each period.
■      The system creates the invoicing dates automatically on the basis of the settings in Customizing.
■      The invoicing date and the amount to be invoiced are shown for each settlement period (e.g. month). In the case of the periodic invoicing plan, the amount represents the total value of the PO item.
■      You can change the suggested dates and block individual dates for automatic invoicing if necessary.
■      You can enter the start and end dates for the invoicing plan.
■      With the Dates from and Dates to fields, you can determine that an invoicing plan does not contain invoicing dates extending over the entire validity period of the purchase order but only for a certain period within that validity period. (E.g. within a validity period from 1.1. to 12.31, only dates within the period 1.1. to 06.30.)
■      With the Horizon field, you control how far into the future dates can be created. If you enter a date rule that adds six months to the current date here, invoicing dates will be created for just half a year in advance in each case.
The system automatically creates new dates if you change the invoicing plan or when you invoke the transaction for Updating Periodic Invoicing Plans. See Generating Further Invoicing Plan Dates
■      The In Advance indicator allows you to specify whether the invoice is to be created with regard to a prior or subsequent period. (E.g. at the beginning of February, either in advance for the month of February or in arrears for the month of January).
■      In addition, fields with information on the existing invoicing plan are displayed (e.g. the calendar upon which the date determination process is based).
○     Partial Invoicing Plan
■      You use the partial invoicing plan if the total value of the PO item is to be invoiced in several partial amounts.
■      You get an empty date overview in which you can manually enter the desired dates.
■      If you work with a reference invoicing plan, the system automatically generates dates in accordance with the reference plan.
You have the following options:
●      You create a reference invoicing plan in Customizing for the invoicing plan type.
●      You enter an existing invoicing plan as reference plan directly in the invoicing plan for the PO item.
■      You can flag a date in field B (Billing/Invoicing Rule) as follows:
●      As a down payment (percentage or value)
●      As an invoicing date (percentage or value)
●      As a final invoice
       6.      Click to return to the item overview.
       7.      Click to save the purchase order item with the invoicing plan.
You can then start the automatic invoice creation process during invoice verification.
For more information, refer to the section Settlement of Amounts Due Under Invoicing Plans.
Once assigned to an item, the invoicing plan type (e.g. partial invoicing plan) cannot be changed. If you wish to assign a different invoicing plan type, you must delete the item and create a new one.
Generating Further Invoicing Plan Dates
If you have assigned a periodic invoicing plan to a PO item but have not initially defined invoicing dates covering the entire validity period of the purchase order, you can generate further dates in due course.
You have created a PO item with a periodic invoicing plan for a certain planned procurement. The purchase order is valid from 1.1. to 12.31. When creating the invoicing plan, you specified one invoicing date per month for the first half of the year. You have not yet planned any dates for the second half of the year because you do not wish information from the invoicing plan to be passed on to purchase order commitments at this stage, for example.
By mid-June, it is clear that the PO is to proceed as envisaged, and you therefore wish to schedule invoicing dates for the remainder of its validity period.
Procedure
To schedule further invoicing dates, proceed as follows:
Choose Purchase order ® Follow-on functions ® Period. invoicing plan
Specify the purchase orders for which invoicing dates are to be generated in the invoicing plan and perform the function.
A log can be created if desired.
Result
The system adds further dates on the basis of information such as the validity period or horizon from Customizing, the purchase order, and the invoicing plan.
regards,
indranil

To fill in the material number with item category u201CBu201D for Framework Order.

The use of framework orders (also referred to as blanket purchase orders) enables you to procure a variety of materials or services from a vendor up to a predefined maximum value (the value limit).
Instead of a specific delivery date, you specify a validity period for the order.
Goods receipts or the entry and acceptance of services performed are not necessary in the case of a framework PO and limit items.
The invoices are posted directly with reference to the purchase order, provided that the specified value limit is not exceeded. When the value limit of the PO is reached, or the validity period is exceeded, the system issues a warning message. It is possible to book the invoices, but these are blocked for payment.
During the phase of service performance, the cumulative u201Cactual" values (for the services actually performed) are continually updated in the underlying purchase. This enables you to monitor the progress of a procurement project on an ongoing basis. By comparing the "actual" value with the total value, you can always obtain an overview of the degree to which a budget for unplanned services or materials has been exhausted (i.e. see whether predefined limits have been reached or nearly reached).
So with the Framework Order type (FO) and item category u201CBu201D you get the error that it is not allowed to fill in the material number with item category u201CBu201D.
Please suggest me the possible solution to fill in the material number with item category u201CBu201D for Framework Order.
Best Regards,
Harisha

The Framework order type is specialy defined for lesser value procurements (ex: stationeries, cleaning services ....) which are all not worthy to create Material Master at all.
If you are very sure to fill the Material number, then proceed with some other document type.
In what circumstances you want to put material number in FO order?
Karthi.

Delivery Complete for Framework Order

Hi Everyone,
My users use transaction ME2L and ME2M to figure out their month-end accruals. With standard purchase orders, the option to tick "Delivery completed" field is available within the Delivery tab within the Item detail section of the PO. With a framework po, there is no option available to use other than "Final invoice" within the Invoice tab of the item detail section of the PO. Is this just a config issue that I need to unhide and make available. The end result of all of this is to ensure that when running ME2L or ME2M is not to have these purchase orders appear.

Hi Pavan,
So if I have this right, the users need to run 2 separate reports in order to figure out their open PO's, 1 for standard orders (either ME2L or ME2M) and 1 for framework orders (ME2N)? Seems tedious in that they would need to deipher which purchase orders to review with a particular tcode.
What if I for a FO, were to "block" the item? I noticed that doing so, my "Still to deliver" status becomes 0. Does this have a financial effect or would this assist the users with being able to simply run ME2N with dynamic selections as follows:
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Framework order/blanket order

HI All,
I need help about frame work order. Before writing this thread , I did lot of search for answer but I am not successful in finding resolution hence this post.
I have created framework order; doc type FO. Item cat = B, For testing purpose , I entered validity dates as 21 nov and 22 nov in the PO. Now when I try to post invoice with invoice date (as well as posting date) as 11/23, system accepts without giving any error or warning about exceeding validity period. i.e. system is not stopping from posting invoice..! so what is the effect of validity dates on the invoice posting?
Another important issue is that , in the invoice I am not able to enter invoice amount. For this issue I searched a lot but there is no statisfactory answer. I know very well that on the MIRO screen , I need to click on the account assignment button and enter the amount. However while entering this amount, system asks for G/L account which I can not enter as it is grayed out. So not sure how to enter invoice for the framework order. Is there any config settings?
I did this testing after maintaining tolerance limits "LA-Amount of blanket purchase order" and "LD-Blanket PO time limit exceeded" in the config. For LA key I set up upper limit as say 1%. For LD I am not sure what to put so I put 1 in check limit field.
Please help me on this issue.
Thanks,
Ritesh

Hi Ritesh,
The Invoice for the Framework order should be posted same as we post invoice for other doc types.
The Acct assignment should be entered at the time of invoice only if there is multiple acct assignemnet OR the acct assignment category U-Unknown is selected in the PO.
The Tolerance limitis LA and LD will help you block the invoice for payment.
Rajesh Satope

Framework Order validy period

Hi there,
I have a Framework order that was made out in 2005 with validy period 01.07.2005 - 30.07.2006. Despite the fact that the validity period has past we can still Invoice Verify against this purchase order. What is the reason for this? And how can I block this from happening?
Regards!

HI,
This validity period is for receiving materials against the perticular framework order.You will not be able to make GR against the frame work order outside the validity period but you can do invoice verification.
Depending on the no of days tolerence you provide, system will block the invoice for payment.
If you still want that no invoice can be verified against the framework order out side the validity period we need to have enhancements.
Thanks & Regards,
Rambhupal reddy

Framework Order PO Invoice to be block if exceeded.

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