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

Similar Messages

Invoice Plan: How to configure to get partially processed status?

Hello experts:
The issue is:
The PO item has account assignment "Q".
The invoice plan is partial plan (not periodic), and we don't use ERS, invoices are matched with MIRO manually.
Say the order amount is $10,000, the plan is to have 2 invoices, first 40% for $4,000, second for 60% $6,000.
The 2 plan items both have billing rule "1" Milestone billing on a percentage basis, and have status "A" when it is created.
The problem is that you don't really have control to make the actual invoices came in exactly $4,000 and $6,000.
Say the first invoice came in and matched is $3,000, then the first invoice plan is automatically set as "C" completely processed regardless the difference of $1,000.
But the commitment that was $4,000 is all gone. in CJI5 it shows commitment $0.
So are there some solutions for this?
1. Is it possible to set up so SAP would look at the difference and set the status to "B" Partially processed and get another plan line for the balance of $1,000? (Somebody is saying B is only for SD, which doesn't make sense to me)
2. Is there some where to set up a tolerance to stop the invoice matching if the actual invoice is way off of the plans?
Thanks!
Regards
Simon

hi,
You can define Payment block
SPRO -MM-Logistic Invocie VerificationInvoice Block-detiremine Payment block.
In this step, you define the payment blocks used to block invoices for automatic payment. Payment blocks apply to all company codes.
When entering an invoice, the user can enter a payment block; the invoice is then only paid once the payment block has been deleted.
You can maintain Payment block in the Vendor master so that it will block for payment.
Regards,
Rama Mohan Bangaru

Invoicing plan process

Hi,
We are setting up invoicing plan in our system. Can anybody please help in following.
1. How can we setup invoicing date as 15th of every month. My client want to have the invoice generated on 15th.
2. For first 12 months amount should be 8000 and from 12 months it should be 7500.
We are using Periodic invoicing plans.
Thanks
TOM

Invoicing plan
1. You can create a Date determination rule for this at
SPRO> MM>Purchase Order -->Invoice plan -->Determine rules for date determination.
you should have an entry which says
base line data is agreement start date
time period is 1 month
use this date determination in your invoice plan under invoice date suggestions give the one which you have created above
or else you can change the dates on the invoice plan when u create the purchase order.

Invoice Planning FPLT table

Hi Friends
We are planning to use invoice planning functionality. I have set up everything for invoice plan and able to generete invoice through MRIS . Once invoice are created the invoice status in invoice plan(FPLT-FKSAF) tab of the purchase order refelects completed(C) but if i look at the table FPLT it shows A ( Not yet processed ) . I am querying FPLT table for an report
Can you please advice me why there is inconsistency in the table data ?
Thanks
Auro

Hi Auro,
Please check notes:
456398 Invoicing plan: Status 'C' for not settled date
175516 Update of database table FPLT
The system determinates the state of an line item of an invoicing plan
dynamically when you process the plan over a transaction (for example
ME21N, MRIS).
When you use the invoicing plan, the values are determined dynamically
from the purchase order history. Database table FPLT is not updated. As
a consequence, different entries can occur in field FKSAF in table FPLT
and in the purchase order. The content of this field is only filled by
chance in the database table depending on the transaction/event from
which the invoicing plan is stored (changing, creating ...)
The consequence of that behaviour is that you cannot use the field
billing status (FPLT-FKSAF) for other reporting and analysis function.
Hope this helps.
Kindest regards,
Adam.

Delivery Status in VBUP/VBUK is showing as 'C' completely processed though

Hi All,
Delivery Status in VBUP/VBUK is showing as 'C' completely processed though invoice for the delivery is already cancelled, and delivery in document flow says being process. So now I cannot invoice this delivery. Is there any utility to correct the VBUP/VBUK status from 'C' completely to 'A' Not yet processed As I belive SDVBUK00 is to update the VBUP/VBUK status from A to C only.
Please help...

Try using SD_ACTUAL_OPEN_DATA_RESET & SD_ORDER_SUBSEQUENT_ALLOWED FMs to change the values in VBUK table. I have not used it myself but i think this would be of some use to you.
Regards,
Mani

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

Auto release of Invoicing plan item when milestone actual date is entered

Hi all,
I wonder if anyone can help me on this. I have configured the system to automatically release an invoicing plan in a PO once the milestone attached to that invoicing plan is confirmed in the project by entering the actual date. For some reason though, when trying to enter the invoice for this item in MIRO, the amount from the invoicing plan is not copied. The amount only gets copied if you enter the PO in change mode after confirmation of milestone, display the invoice plan for each item then save before exitting. It is only after this that the block on the item is removed. Is this supposed to be so? I would have thought immediately after confirmation of milestone by indication of actual date, the block on the invoicing plan will be immediately be removed so the invoice can immediately copy the amounts from the PO? Any ideas how to achieve this? (GR is not a part of the process).

Hi,
Go through this link. Might be helpful.
http://wiki.sdn.sap.com/wiki/display/HOME/InvoicingPlanin+SAP
You can also search for related content in the forum. You will find a lot of threads related to this.
Regards,
Gokul

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.

Downpayment with Invoicing Plan

Hello all,
I'm trying to make a downpayment to a Vendor based upon a Purchase order (PO).
Here folows the procedure reflected on the system:
1)Creation of the PO with one valuated material (quantity and amount) item.
in the item invoice, we can have invoice plan based upon % or amount. Therefore,
in the logistics invoice the quantity is not verified.
2)Processing the downpayment by MIRO, it appears as a negative value because there is
no special GL indicator. I do know that by F-48 I can assign the downpayment to the PO.
But, the tricky procedure is that I can't settle a condition at item level in order to
consider it as the downpayment (profit to the vendor) and reduced for the total of invoices.
3)When I do Goods-receipt (GR), it increases the stock quantity but I can't see the finantial
documents related. If I want to enter the logistic invoice, there is no quantity to verify.
Only the ammount is possible to verify.
We would like to enter the Downpayment based on one invoicing plan, but with GR/IV flag active.
If we can be able to do this, everything will work properly as they use in the ancient system.
We can also use a finantial item in order to deturn this problem, but this doesn't compensate
the finantial open items (this means that he has the same sign " - ").
Can anyone help us to solve this problem?
Thank you in advance very much!
Best regards,
Pedro Grabulho.

Hi ,
I give my thoughts on this .
1) I agree that if use F-48 for down payment , u won;t be able to do at the line item level . But u are entering only the Purchase order number as reference and there is no provision for line item . In this case also system won;t allow you to make payment beyond the purchase order value.
2) Once GR Based IV is flagged in the PO , it is not advisable to use MIRO for down payment.
Regards
Mani

Invoicing plan for purchase order

Hi experts
There is invoicing plan facility in SAP. Can we use it in following scenario.
We have a separate type of purchase order for services. On daily basis we prepare the service entry sheet against the said purchase order as and when service is completed.
Now my question is CAN SYSTEM GENERATE A INVOICE OF A VENDOR FOR GIVEN TIME FRAME OF SAY 15 DAYS or ONCE IN MONTH.
IF YES HOW???
Atul kulkarni

Dear Atul,
If you have service contract with vendor and do not wait for vendor invoice that time you can plan for automatical invoice on base of PO.
And you can make the payment against that invoice and you can keep the good relation with vendor.
you can use perodic invoice plan for this situation . Please check this link for your more information.
http://www.sap-img.com/materials/use-of-invoice-plan-in-sap.htm
Regards,
PK.

Invoice Plan and Quantity Discrepancy

I'm not sure if this belongs on this forem or the financial forum but since it involves POs and an MM transaction(MIRO) I decided to post it here.
We have an IR Only Purchase Order with multiple line items. The PO Order Quantity varies from 1 EA up to 6 EA on 34 different line items. An invoice plan manual invoice plan sing "Sample Partial Invoice Plan(20) as the Invoice Plan Type. The payments are split 30% - 30% - 30% - 10% with each payment due on a specific date.
So here is the problem:
When the first invoice was processed for 30% it assigned a "quantity of 1" on each line item in the invioce. This is affecting the Commitment dollars left on the order. For example for the line item with 4 EA in the PO quantity, the commitment dollars only dropped 25% of the 30% total for that line. So let's say the line item wa for $100,000 it should have reduced the commitment amount by $30,000. Instead since the invoice quantity defaulted to 1 it only reduced the commitment amount by $7,500.
This same ratio type posting occurred on each line item that had more than 1 EA on the PO. It appears that when processing the MIRO it will not allow one to change the quantity to the PO Order Quantity. Does anyone know how to change the quantity on the Invoice or is there a way to get the whole line item quantity to default onto the invoice when a payment is due?
Thanks in advance for your help,
Dan

Hi Dan,
If the unit of measurement was set up as relevant for value based commitment reduction in transaction
CUNI, then the commitment reduction will be the same as the invoice amount.
If the unit of measurement was set up as relevant for quantity based commitment reduction in transaction
CUNI, then the commitment reduction is always according the to invoice quantity, which could lead to differences in the commitment values - which you have described.
Regards,
Edit

Partial Invoice Planning

Hai
Now we are in a Blue Print stage.we have a requirement for Partial Invoice Planning. so kindly Explain the Partial Invoice Planning customization settings in breif.it will be more useful for our ongoing project.
Regards
peter

Hi
These are the configuration settings required.
SPRO-> IMG-> Materials Management-> Purchasing-> Purchase Order-> Invoicing Plan-> Invoicing Plan Types-> Maintain Partial Invoicing Plan Types
In this step, you define partial invoicing plan types by specifying the relevant control data for each desired instance.
For each partial invoicing plan type, you can store a reference plan (for the definition of the reference plan, see the step "Maintain date proposal for partial invoicing plans").
In PO processing with this invoicing plan type, the dates are taken from this reference plan, revised on the basis of the current rules, and inserted into the invoicing plan.
Activities
1. To create an invoicing plan type, you must enter an alphanumeric key of max. two characters in length, plus a descriptive text.
2. Maintain the relevant control data on the detail screen for the invoicing plan type.
You can carry out the config bbelow these steps based on your sytem requiremnts.
Please go through the link for more details on the procvcess
http://help.sap.com/saphelp_erp60/helpdata/en/75/ee0d3355c811d189900000e8322d00/frameset.htm
Thanks & Regards
Kishore

Invoice Planning: Allowing ERS vendor

Hi,
We have implemented Invoice planning. Making our supplier an ERS vendor prevents us from doing the normal procurement process for using the supplier as they are an ERS vendor.
The process of activating the ERS for the sake of using invoice planning, and deactivating for the sake of doing normal procurement is not feasible for us.
How do we use the same vendor for both Invoice planning or ERS and normal procurement (MIRO) processes?
thanks

Hi
you should use vendor subrange. You can see vendor subrange in purchasing view addition data.
Define two subranges. You will have two sets of purchasing data like order currency, ERS tick, schema. etc.
Then you can have two info records based on vendor subrange. So that same vendor you have for ERS and other procurement. It will solve your problem.
See this link for more information on vendor subrange
http://help.sap.com/erp2005_ehp_04/helpdata/EN/e2/f3333956bd9f05e10000000a11402f/frameset.htm
Write to me if it is not solved.
Regards
Antony

Invoice Plan Message was not found

Hi All,
I am in the process of creating invoice plan, i have made all the necessary configuration and created Frame work order and now trying to execute transaction MRIS to create Invoice.
But i am getting error message "Invoicing plan: No message was found for partner <Vendor>/company code"
I have created a message determination with combination for vendor and company code. Only my idea is to create invoice automatically based on invoice plan, i don't require to send any message notification using message determination could anyone help on this. Thanks.
With Regards
Ashwin

Hi Kiran/All,
Thanks I have created New output type for Company code/Invoice party and created condition records. And run the MRIS .. still i am getting the same error.
Could you please help me were exactly I am missing. Thanks.
Issue : While running MRIS for invoice plan PO getting below error.
"Invoicing plan: No message was found for partner <vendor>/company code "
I don't have requirement to user messages for invoice verification as mentioned in help even I am ready to turn off the message determination. But don't know how to do it.
Please help.
With Regards
Ashwin

Invoice Plan

Hi
I have an invoice plan containing 5 items and the users have successfully ran the payment run against the 1st line item.
When viewing the invoice plan via transaction me23n the field FKSAF is displaying 'C' (complete) but in the underlying database table fplt FKSAF is 'A'.
Should I be using another table? Any help appreciated.
Thanks

Hi Lovkesh,
You need to customize the following in spro for invoicing plan.
Spro>MM> Purchasing>Under Purchase Order >Invoicing Plan in Customizing for Purchasing, you can maintain data such as the desired invoicing plan types, date categories, and date descriptions.
Set the ERS settlement Delivery indicator in Vendor master also.
Now you can create a PO with FO type and mention the acct assignmt
Enter the item then Select the desired item and click Account assignments to access the account assignment screen. Enter the account assignment for this item.
Click to access the item detail screen.
Check that the GR/IR control indicators on the item detail screen. The indicators GR and GR-based invoice verification or Service-based invoice verification must not be set. IR must be set. You must set ERS if you wish to have Evaluated Receipt Settlement.
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.
Hope this helps.
regards
Anand.C

Invoicing Plan complete process

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