Invoice plan, no GR & invoice approval workflow?

Dear all
We would like to consider start using Invoice Plans for rent expenses. I have basically 3 questions:
1) Is it possible to have it implemented with no GR mandatory?
2) We already have an invoice approval workflow (incl. invoice scanning), could it be extended to Invoice Plan?
3) We have a segregation of responsibilities, one staff member saves invoices as parked, another staff member posts it. Is it possible to have this split for invoice plans?
I'm sorry foir the silly questions, I have zero experience with invoice plans .
I would be glad if you could also share your experiences.
Many thanks
Anke

Hi Anke
Invoice plan process supports automation of creation of invoices. You can implement the functionality without requirement for GR. Also the system will check the invoice plan and determines the list of lines due for invoice creation and then creates the invoice when we execute the transaction MRIS which can be further processed in the payment run based on the payment terms. So this process does not involve manual receipt and scanning of invoices and the invoice will be in "posted" status after MRIS run.
Thanks
Ganapathy

Similar Messages

Additional Invoice Plan for Periodic Invoicing

HI,
Can any body help me to configure periodic invoice plan....
i can see the determination rule is available for Monthly, weekly, daily and yearly.
but how to configure for Quarterly & Half yearly..?
t. code: OM7R - table for rule determination. wanted to add the "Time unit" - Quarterly , & Half Yearly.
Say my invoice plan will be : 4 times a year say - Jan - Mar, Apr - Jun, July - Sep, Oct - Dec.
and half yearly - April - Sep, Oct - March
http://wiki.sdn.sap.com/wiki/display/ERPSCM/MM-SRVTheInvoicing+Plan - Could nt get the help to define this requirement.

Hi,
Time Unit is standard one, you cant chage or add more on it.
And as per your requirement, you need not to add any Time Unit.
It is possible thro the standard itself.
For that, You go to 'Dfine Rules for Date Determination'.
There you create a Rule that include with Time Unit-Month & Time Period-3.
So, it will take Quarterly. If you change Time Period-6, it will take Half yearly.

How to exclude invoices matched to receipts from approval workflow (APINV)?

I am trying to exclude the approvals for invoices matched to receipts. is this something possible?
Thanks,

I set the value "NO" to exclude PO matched invoices attribute so that the workflow will consider sending approvals to PO matched invoices. But the requirement is, if an invoice is matched to a receipt then I don't want the workflow to be kicked off.

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

Invoice Plan Run T.code MRIS : Message getting - No documents selected

Dear All Experts,
Very Good Morning !
I am configuring Invoice Plan for my periodic invoicing requirement, While I am referring this these threads found on our forum SDN.
1 ) [Invoice Plan|Invoicing plan; - Post
2 ) [Invoice Plan in SAP|http://wiki.sdn.sap.com/wiki/display/HOME/InvoicingPlanin+SAP] - Wiki
I am following as per the experts replies mention in it and finally running MRIS for the same, I am getting below message after execution :
No documents selected
Message no. M8702
Diagnosis
There are no documents that comply with your selection criteria.
Procedure
You can enter new selection criteria or exit processing.
Steps I produce for this scenario :
For PO :
1 ) Selected FO in ME21N / Enterted validity period in time frames 01.11.2011 to 30.12.2012 ( DD.MM.YYYY)
3 ) Created account assignment PO with K, Tax code V0 entered.
4 ) Item Details - Invoice Tab : Inv. Receipt - TICKED. ERS - TICKED.
5 ) Item Details - Delivery Tab : Goods Receipt - TICKED GR Non - Valuated - TICKED
6 ) Item Details - Invoice Tab : Invoice Plan is selected - 10 ( Standard SAP )
For Vendor Master : XK02
1 ) GR Based Inv Verification - Not Ticked.
2 ) AutoEvalGRSetmt. Del - TICKED
3 ) AutoEvalGRSetmt. Rel - TICKED
After all this running MRIS I am getting message " No documents selected ".
Apart all these settings have I missed anything here to configure ?
Experts guidance / inputs / comments will be very helpful.
Regards,
Revati Joshi.

Dear redriver,
I tried as you guided, and saved the condition type INS. And run MRIS still no luck.
I tried with selection & unselecting of Test Run. It is giving me same result.
Let me produce the vendor master XK02 details for purchase organization :
1 ) GR- Based Inv Verfi. - TICKED.
2 ) Auto Eval GRsetmt Del - TICKED.
3 ) Auto Eval GRsetmt Ret - UNTICKED
In PO :
Delivery Tab :
1 ) Goods Receipt - TICKED.
2 ) GR Non - Valuated - TICKED
Invoice Tab :
1 ) Inv. Receipt - TICKED
2 ) ERS - TICKED.
3 ) Tax Code - V0 Assigned.
4 ) Invoice Plan : Invoice Plan Tpe 10 is selected as a Sample periodic invoice plan.
Anything else need to check ? Thank you quick replies.
Regards,
Revati Jsohi.

Invoicing plan and framework order

Dear All SAP Gurus,
I am very new to this scenarios .I just read about invoicing plan and FO document type, through that I understand that FO purchase order and MRIS are linked. Still I am very confused about this . My ideas are not clear what is frame work order and what is invoice plan settlement and when these to be used? What are configuration required to these?
Please guide breifly.
Thanks in advance
Regards
Mahesh

Hi,
Frame work order-FO.
Frame work order is normally used for procuring the consumables and also can use for services. In Frame work order we do not require the GR.Direct invoice can be done with out GR.
We can not use Frame work order for stock materials. In Frame work order we have to maintain the validity period and the value limit.
Item category must be maintained as -B limit and account assignment category also should be maintained.
Invoicing Plan.
The invoicing plan facilitates the largely automatic creation and payment of invoices both for recurring procurement transactions such as rental or leasing payments and transactions involving settlement in stages (such as payment for the phases of a building project as they are completed

Invoicing Plan complete process

Dear All,
Can anybody give the Invoicing Plan config(Periodic and partial) and how to use in PO and finally to pay the vendor.
Regards

Hi
You can use this business process to process invoice plan settlements. The invoicing plan is a facility that allows you to schedule desired invoicing dates for planned procurements independently of the receipt of the relevant goods or performance of the relevant services. It lists the dates on which you wish to create and then pay the invoices in question. You can automate creating invoices triggered by the dates in the invoicing plan.
Steps :
1.Invoicing Plan Types:Define the type of Iof invoicing plan:
Partial invoicing plans, and
Periodic invoicing plans
2.Maintain Date IDs : These are texts briefly describing the relevant dates in the invoicing plan.
for Example
0001     Rent
0002     Maintenance
0003     Contract Conclusion
0004     Engineering/Design
3.Date Categories
Maintain Date Category for Invoicing Plan Type
Define Default Date Category for Invoicing Plan Type
4.Maintain Date Proposal for Partial Invoicing Plans
4..You must Define Rules for Date Determination.
6. Define Invoice Block
Regards

Invoice Plan settlement with Logistics Invoice verification -MRIS

Dear All
Currently we are using Invoicing Plan Purchase Orders with Partial Invoicing plans and do a normal Logistics Invoice verification
We would like to set up the Periodic Invoicing Plan scenario with Invoice Plan Settlement via MRIS . Can you please let me know the details of settings to be done for this
Regards
Shyam

Hi Shyam,
Theres no extra customizing to invoicing plans. The steps are quite straight forward as follows:
enter transaction ME21N
enter vendor and material (quantity & amount etc)
ensure you enter an account assignment category
on the delivery tab select GR non-valuated
on the invoice tab deselect GR-Based IV
select the invoice plan button and select periodic plan
On the next screen enter a start date and an end date
The selection settlements should be automatically populated.
After you save the PO you should be able to enter the invoices through transaction MRIS
once the invoice is due in accordance to the selection settlement dated on the invoicing plan
screen.
Hope this helps,
Adam.

Invoice generated with a different amount than in the invoice plan

Hi All,
I have a problem with the invoice, generated by using transaction MRIS, which is taking an amount other than the amount in the invoice plan (partial invoicing plan).
The invoice plan is till 31.12.2010 in the PO with amount 4000. The invoice generated on 3.2.2011 is for an amount of 5000.
Can any one tell me why an invoice is generated with an amount other than the invoicing plan amount.

Hello
Is it entry msitake or else hand written mistake ? If it is entry mistake ,you can check payment document number where that .3 debited to roudning off GL account.
Regards
Mani

Vendor invoice approval workflow.

Hi,
I have been assigned to work on vendor invoice approval workflow. I need info as to which business object can be used...
Cheers,
Sukumar.

You make the choice - BKPF or FIPP
Imthiaz

Imaging Payables Invoices upon Receipt for attachment to approval workflow

Looking for a solution to image Payable Invoices on receipt. This Invoice image has to flow through the approval workflow as an attachment with the ability to open / print.
Would appreciate any help you may be able to provide or insight from any experience you might have with similar requirement (Best practices, Issues/challenges, etc). Thanks.

1) PO approval and invoice approval is independent of each other. You have to have PO approvals. Invoice approvals are optional.
2) Check ap_wfapproval_history_v and ap_inv_aprvl_hist_all
Hope this answers your question,
Sandeep Gandhi

Invoice Approval Workflow

I am new to Invoice approval workflow i need to know from where its kickoff.
i.e i need to know where wf_engine.createprocess.
Thanks,

Which version of Jdev , what did you find out till now , what do you need to achieve ?
Please provide all these details to get a reliable answer else it would be simply ignored for lack of information since we are just trying to help you taking time out from our work :)

R12 Payables Invoice Approval Workflow

Hi All,
We are using standard Payables Approval Workflow.
The standard behaviour is that if we have 2 lines for an invoice, it sends the notification for first line first and waits till this line gets approved.
Once Line1 is approved, it sends the notification for second line.
Our requirement is to send the notifications for both the lines at the same time.
Can someone please suggest how we can do this?
Thanks,
Amit

Hi,
Since it is a standard WF one cannot modify it.
If we modify the standard workflow theres a chance of our changes getting erased when a patch is applied to the instance.
One can create completey create a custom workflow and make it perform all the tasks performed by seeded workflow.
Thanks,
Vinod

Problem secondary invoice approval workflow

Hi
i have problem when i run the secondary invoice appoval concurrent program
i am not getting any notification
but i can see a record in the wf_items table..
can u pls help me out
What the process does :
by running the concurrent program ‘ HC Secondary Invoice Approval Workflow ‘ which trigger
The Secondary Invoice Approval workflow .
What happens when workflow is triggered;
Workflow will start for any invoice that has a secondary approval hold applied and does not have a workflow already in progress..
If all the lines of an invoice are approved then the secondary approval hold on the invoice is released by the workflow..
So this is the processs..
Minimum requirement for the workflow to run is
Any Invoice with a secondary approval hold on it…….
we are trying with this but I CAN see the record in wf_items and
item_activity_statusses but I cant find in the wf_notifications
please help me out thanks
sesh..

Hello Akkshaya,
Seems , attachment pass automatically and it is not passing in your case, Check the binding and pass the attachment from workflow container to task container.
Element Name is Attachement both in task and workflow container.
Cheers,
Arti

Probelm with SECONDARY INVOICE APPROVAL WORKFLOW

hi
we have created new secondary approval workflow when i run that concurrent program
i cannot see in the status monitor or in my notification but when i check wf_items i can see the record and begin date also
can you please let me know its very urgent please
friends ............................pls help me thanks

Pl post details of OS, database and EBS versions.
In 11i, using AME is a requirement. I believe the same applies to R12 also.
AP Invoice Approval Workflow White Paper (Doc ID 293152.1)
A Guide to Invoice Approval Workflow - setup and demo (Doc ID 299618.1)
HTH
Srini

Invoice plan, no GR & invoice approval workflow?

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