Invoicing Plan Data Migration

Hi Experts,
How to do the data migration of invoicing plans ? What are the objects to be used ?
Is it thru std object, BAPI or IDOC or recording ?
Thanks in advance

Used recording

Similar Messages

Read Invoice Plan data in BADI impl "ME_PROCESS_PO_CUST" during PO creation

Hello All,
We had implemented BADI "ME_PROCESS_PO_CUST", during the check & post methods I require to fetch the invoicing plan data for calculating the total value of purchase order. Because invoice plan is splitted just like an instalment for a period and the line item in PO is showing only one instalment, where as the ordered value of PO is the total of all instalments.
Invoice Plan data will be stored in FPLT table and the FPLNR can be fetched from EKPO.
Can any one tell me how to read the invoice plan data during the PO creation? Is there an interface & method for reading it?
Regards,
Ramesh
Edited by: Ramesh Babu Srikakollu on Apr 18, 2011 7:37 AM

Hello All,
I, myself found the solution for reading the Invoice Plan data of a Purchase Order during the creation/change. i.e. the runtime data for calculation.
Here is the solution:
Call this function module in the BADI implementation for the method CHECK or POST using the FPLNR (Invoice Plan Number), this returns the run time data of the invoice plan details during creation or change of a PO.
      data lt_fplt type table of fplt.
      CALL FUNCTION 'ML_INVOICING_SCHEDULE_READ'
        EXPORTING
          fplnr_imp = ls_opp_ekpo-fplnr
        TABLES
          xfplt     = lt_fplt.
Regards,
Ramesh

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

Planning EPMA migration using LCM

Hi Experts,
Kindly advice how can we migrate EPMA Planning data?
As per document:
http://download.oracle.com/docs/cd/E17236_01/epm.1112/epm_lifecycle_management/frameset.htm?ch07s04s03.html
>
Planning data migration is not supported in Lifecycle Management.Does it different if we use Essbase Data migration using LCM under essbase Node?
Ver: 11.1.2 (EPMA Plannning)
Regards
Kumar

Hi Alp,
Thanks for the help.
It means I should fallow
Step 1: Migrate security and all artifacts of EPMA Planning using LCM except Planning Data - OK
Step 2: Export/Import Essbase data using EAS/Maxl Script – seems OK
Q1: we have option of essbase data under essbase node while migrate essbase application/Database using LCM, Why can't we just migrate Planning data using LCM itself?
Regards
Kumar

Extended Classic and Invoicing Plans

Hi All,
We want to use the extended classic scenario for SRM but need to use invoice plan functionality in ECC to make scheduled payments.
Does anyone have an idea has to how we can accomadte this?
I've thought of adding a custom field which can indicate an invoice plan is needed and then changing the scenario to classic for that particular order but the user would then require access to ECC to amend the PO.
Is there anyway of adding the invoice plan data in SRM and then passing it to ECC?
Cheers
Chris

Hi. Do you want to use periodic or partial invoice plans?
If it was periodic you could put custom fields in the cart for start and end date and period type (monthly, weekly etc) and hide them when appropriate using the BBP_UI_CONTROL_BADI.
Then you could use a BADI or user exit in ECC / R/3 on PO create to read the fields from SRM and poulate automatically.
Instead of a new field to indicate that it is an invoice plan why not configure a new account assignment category in SRM to indicate that it needs an invoice plan? Just copy what you use now but call it "Invoice plan". Probably a bit easier than a custom field for this, especially if you are using custom fields for the actual invoice plan info. A custom field would work fins too though.
If you want to use partial invoice plans you would probably have to write a whole new transaction in SRM to allow you to pick up a list of POs from the backend and then have a new screen where you specify the partial dates and values.
When you save in the nwe transaction it could call a function in R/3 that populates the partial dates.
Regards,
Dave.

Problem in invoice against invoice plan PO

Dear All,
Any body so kind to resolve the problem?
1. created PO is a frame work order & item category is Service(D)
2. ERS & invoice is selected against the PO.
3. Periodic settlement type invoice plan is chose for the FO PO & also mannual data entry invoice plan type is marked.
4. Invoice plan date are monthly enterval & block initially.
6. The price of the service keep on changing manually every month.
5. When the invoice date reach, the block is removed manually & run MRIS transaction.
In below, I explain the problem with example.
For frame work order
1. For first line item of the PO :
    a. account assignment -
> K
    b. Item category -
> D
    c. Materil -
> Blank (Nothing is mentioned)
    d. Quantity -
> 1 AU
    e. Net price -
> 300 EUR
2. Two service (5000 & 6000 are the service number) are in the for the above line item.
    a. For service Number: 5000:
        1. Quantiy 1 AU.
        2. Gross price 200 EUR
        3. Cost center -
> UK100
        4. Tax -
> V1 (10%)
     b. For service NO:6000:
        1. Quantiy 1 AU.
        2. Gross price 200 EUR
        3. Cost center -
> UK200
        4. Tax -
> V0 ( 0 % :tax exemption).
Invoice Plan:
   01 Jan 2007 to 31 Jan 2007
   01 Feb 2007 to 28 Feb 2007
   01 Mar 2007 to 31 Mar 2007
   etc
As per the process the invoice value should be 200+ 20 (10% of 200) + 100 = 320 GBP.
When we keep on changing the price of the service some time calculate in the following way.
But in our system the value of invoice callculate incorrect : 200 + 100+ 30 (10% 0f 100 + 10% of 200) = 330 GBP
Some time also it give tax for 200 + 100 + 10 (10% of 100) = 310 GBP
Thanks in advace.
Regards,
sp sahu

Dear all,
Any one so kind to resolve the above issue.
Thanks in advance.
Regards,
sp sahu

Best Prctice to sync two environment Planning data

Hi Experts,
What could be best feasible option to keep two environment in sync?
1) Shared services console
2) using migration utiliy (Utility.bat)
Ver: 11.1.2
Regards
Kumar

Thanks Alp/John for the help.
It’s very useful information regarding migration using LCM.
1. Lcm utility is best for automating the migration whereas shared services is mostly used for defining the migration and running them manually.I got answer of my Q1.(LCM utility is better in my scenario)
2. Planning data migration is essentially essbase data migration. So you can either use lcm or export/import.export/import is OK may be maxl, Could you please hint how to use LCM to migrate Planning data (essbase)? (As I am not sure if LCM-shared services will allow exporting Planning apps data. though you can migrate essbase data using LCM but it allows only essbase applications data)
Regards
Kumar

Invoice Plans - Transportation

Hi All,
Im trying to maintain partial invoice plans for purchase order with the following configuration. But when Im trying to transport the same from development to quality the "Invoice Plan No. ref" are being transported. If this cannot be transferred can we go to production server and maintain the invoice plan dates.
Maintain Partial Invoicing Plan Types
-Monthly
-Quaterly etc
Maintain Date Category for Invoicing Plan Type
Milestone billing on a value basis (2)
Maintain Date Proposal for Partial Invoicing Plans
Here I'm maintaining the dates in "IPlanNo. ref." but these plans are not getting transported.
Regards
Ayyallas

Hi,
Indeed, the transportation of invoicing plan settings in the customzing
was not taken into account in our standard, so this is a
missing functionality according to note 11 and the references therein.
You could define the referring object as current setting using
transaction /nSOBJ. These settings can then be forwarded to
your quality system then without manual interference....
Regards,
Edit

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

Change End date of billing plan/invoice plan in sales order item(fpla-erdat

Hi Experts,
Could you please help to me regarding this issue.
I need to change End date of billing plan/invoice plan in sales order item of "billing plan" Tab.( FPLA-ERDAT) for all line items. It is not a one sales order,more than 1000 sales orders.
How can i change those end date of billing plan for all line litems and all sales orders ( i have input file with sales orders, items, dates.)
Thanks
jaya

Hi ramki,
I tried with using MASS T.code ( bus2032 Object type).
There are no field related to Billing plan end date?.if case i done wrong ,tell me what are steps while using MASS T.code.
now what i can do. or explain
Thanks
jaya

Change End date of billing plan/invoice plan in sales order item

Hi Experts,
Tell me what are tables to be updated,when i changed end date of billing plan/invoice plan ( "billing plan" Tab in sales order item).?
Thanks
jaya

vbrk and vbrp

Can it be possible to create invoice without billing plan date?

Hi Gurus,
I have made settings for billing plan in contracts. But, client wants billing plan at contract level only for the sake of reporting. Client doesnt want invoice to be created according to these billing plan.
Now, consider this scenario,
I have created contract A with billing plan values in it.
I have created sales order B with reference to contract A. There are no billing plan values in sales order B.
There is no delivery and PGI.
Now, when I try to create invoice with reference to sales order B, system doesnt allow me to save the same and says "No billing plan date found".
Will it be possible to create invoice irrespective of the billing plan in contract?
Please guide.

Hi,
Then in that case i would advise not to use billing plan for your contract document type.
If you intend to create a sales order in reference to your contract document which has billing plan type attached, then in that case you need to maintain billing plan for your sales order document too.
Reward if helpful.
Regards
Ravi

Billing plan date should be same as invoice date as per factory calendar

Hi,
We have two contracts, one is having billing plan material and another is having no billing plan material of same customer.When we go for the billing, as because these having all the header fields same it should give one single invoice of those two contracts,but its giving two invoices means the invoice splits.I check it and found, due to different billing date the invoice splits.If we go for VF04 we can force the billing date as same,but they are is a one batch running for this invoice.My invoice date of two contracts is 22.06.2014 which is factory calendar date and billing plan date is 26.06.2014 which is contract start date.My client is asking that can we get billing plan date same as invoice date as per factory calendar in standard to get single invoice? Kindly suggest me where is the settings.
Thanks in Advance
Regards,
Braja

Braja,
Check this
Goto the billing plan tab in the corresponding line item and check the rule that is determined. Now go to the configuration of this rule table by using the path
SPRO>SD> Billing> Billing Plan> Define rules for determining dates and choose your Applicable rule and click on the details.
There you will see the Calendar ID field where you will have to maintain the applicable factory calendar. I think this should work and your billing date on the item relevant for billing plan should be the same as the other item.
Hope this helps,
Ravin

RE:Planning dates are coming earlier to Invoice dates

Dear All,
i Have one problem Planning dates are coming earlier to Invoice dates.
In some cases our Invoice date is 19.02.2010 but planning date is coming
as 07.02.2010 due to which our overdue receivables are becoming higher
than the actual.
If anyone have idea please replay.
Regards.

Hi,
You may refer to SAP Note 24883 for determination of planning date.
Trust this helps
Cheers!!

Required Unit test Plan for Data migration

Dear All,
I am looking for unit test plan Draft documents/templates which covers
1. Testing tools
2. Methods
3. Error handling
4. Reviews and approvals
The project is a Oracle 10g data migration from one schema to another schema.
It will be a greate help if anyone can forward the same to me.
Thank you.

Hi Vaishali,
You may wish to refer the links below...
https://service.sap.com/instguides --> SAP NetWeaver --> Release 2004s --> Upgrade
https://www.sdn.sap.com/irj/sdn/developerareas/bi
latest on upgrade tp BI7.0
https://www.sdn.sap.com/irj/servlet/prt/portal/prtroot/docs/library/uuid/2e8e5288-0b01-0010-2ea8-bcd4df5084a7
Upgrading BW 3.X to SAP NetWeaver 2004s BI (PDF 2.6 MB)
Front End Migration strategy
Here's the migration strategy: Rolling out the New SAP NetWeaver 2004s BI Frontend Tools
Presentation
http://csc-studentweb.lrc.edu/swp/Berg/Articles/PM_2006_upgrade_NW2004s_Bjarne_Berg_v12.ppt
Here are the frontend requirements:
Troubleshoot the SAP NetWeaver 2004s BI Frontend Installation
Here are the backend requirements in the product availabilty matrix:
https://websmp110.sap-ag.de/~form/handler?_APP=00200682500000001303&_EVENT=DISP_NEW&00200682500000002804=01200615320900001250
Migration of Web Teplates
832713 - Migration of Web templates from BW 3.x to Netweaver
Assign points if this helps.
Regards,
Anil

Invoicing Plan Data Migration

Similar Messages

Maybe you are looking for