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.

Similar Messages

  • 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

  • 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: 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

  • 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 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.

  • 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

  • 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 and ERS

    Guys,
    What is the difference between ERS and Invoicing plan?
    Are they both same? In that case, why is the settlement done on Tcode MRRL for ERS and MRIS for Invoice plan....?
    Please clarify my doubt.
    Happy holidays,
    Nureya

    Hi ,
    Please go through this below points difference between invoice plan (MRIS) and ERS (MRRL)  in invoice verification process.
    Use of Invoice plan in SAP MM ( Logisitic Invoice Verification )
    Through the use of Invoicing Plan for leasing agreements and such like, you aims to considerably reduce the manual data entry effort in the purchasing and invoice verification (A/P) department. 
    The invoicing plan enables you to schedule the desired dates for the creation of invoices relating to the planned procurement of materials or services independently of the actual receipt of the goods or actual performance of the services. It lists the dates on which you wish to create and then pay the invoices. 
    You can have the system create the invoices automatically on the basis of the data in the purchase order, thereby triggering payment of the vendor. It is also possible to enter the invoice for an invoicing plan manually. It is recommended that the invoice shall be created via Logistics Invoice Verification ---> Automatic Settlement --->Invoicing Plan Settlement. This 
    transaction can also run in the background. 
    Following are necessary customizings and preconditions for using the Invoicing Plan functionality in SAP - 
    1) You must maintain the settings in Customizing for purchasing (for example, invoicing plan type, date categories, date descriptions, and date sequence proposals). The related path is IMG ---> Material Management ---> Purchasing ---> Purchase Order ---> Invoicing Plan ...... 
    2) The Purchasing document with FO Document Type (Framework Order) must be used. This document type requires that a validity period be entered in the PO header. This specification is adopted in the invoicing plan, provided that this has been predefined in Customizing for the relevant invoicing plan type. 
    3) The purchase order item must have an account assignment. 
    4) The Logistics Invoice Verification must be used. 
    5) The vendor must have agreed to use the automatic invoice creation facility (since we will use automatic settlement to create the invoice). In this case, the 'AutoEvalGRSetmtDel.' indicator must be flagged in the vendor master record. 
    Furthermore, once Purchase Order is created with order type FO, ensure that the indicators for GR/IR control have been set correctly on the item detail screen. The Goods Receipt indicator may only be set in combination with the Goods Receipt Non-Valuated indicator. The Invoice indicator must be set. For the automatic creation of invoices, the ERS (Evaluated Receipt Settlement) indicator must be also set. A further prerequisite for automatic settlement is that a tax code must be entered in the purchase order. 
    Please go throuth this SAP help linkl
    [Help.SAP.COM|http://help.sap.com/saphelp_46c/helpdata/en/75/ee0d3355c811d189900000e8322d00/content.htm]
    ERS
    [ERS|http://help.sap.com/saphelp_srm30/helpdata/en/fb/8dec38574c2661e10000000a114084/content.htm]
    http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/20c57f75-d26f-2910-c3aa-dee124530121?quicklink=index&overridelayout=true
    Prerequistic settings for ERS:
    1. Vendor master purchasing data  ( Flagged as GR-Based Inv Verification: Indicator specifying that provision has been made for goods-receipt-based invoice verification for a purchase order item or invoice item.
    Auto Eval GR Settlement Delivery: specifies that evaluated receipt settlement or the automatic generation of the invoices are allowed in relation to materials supplied or services performed
    Auto Eval GR Settlement Return: Specifies that automatic evaluated receipt settlement of return items is allowed.
    2. Check in Info record to Ensure that No ERS indicator is not checked in the info record for the vendor, Material + Vendor + Plant + Purchase organization.
    3. In PO ( Tax code maintain and Ticked GR based IV and ERS indicator )
    4. Settled the invoice using MRRL
    Difference between ERS and Invoice plan are :
    " ERS is the automatic invoice payment settlement to our supplier like EDI payment.
    Once we received the GR quantity system automatically settled the payment using ERS t.code MRRL.
    " There are two types of invoice plan ( Partial and Periodic invoice plan ) - is used to settled the Rental , period based payment etc using MRIS.
    With Thanks,
    Thiru

  • Purhcase Orders for Renting - Invoice plan

    Hello,
    I would like to know if anyone of you has had experience with the folowing business situation:
    Renting of equipment or vehicules:
    A company has a contract with a particular vendor for renting equipments and /or vehicules.
    If a particular Plant needs to rent a vehicule for lets say 2 years, the purchasing department creates a Purchase Order with 2 years term on the basis of which, the supplier invoices monthly a pre-established amount.
    To complicate a bit further, the monthly invoice from the vendor in a lot of cases is for the total amount of vehicule renting in all plants of the company.
    Also we want to use Contract -management in SAP for the renting of vehicules in which the monthly invoice is consuming the amount agreed in the contract.
    How can one map this business case in SAP without using the funcionality of an Invoicing Plan (our client does not want to generate the invoice automaticaly)
    Note: We do not use the Goods/service Receipt funcionality of MM in this proyect.
    I looked at partial invoicing but then the total amount due at a certain date is shown in the MIRO transaction and not the monthly amount due to be invoiced.
    Can anyone help me. Give me some clues how I can resolve this Case in SAP.
    Thanks,
    Aart

    Hi,
    The periodic invoicing plan is the best one which would  suffice your need. But as you have mentioned that you dont want to have the automated invoice generation, you can go for Blanket / Framework orders (FO doc type). Here you would need to give the limit value and the validity period for the agreement with the vendor. you would not require the GR or Sevice entries to be done. You can create manual invoice verification- IR. The only drawback is that you cannot get the monthly fixed amounts defaulted in the Invoice verification, manully the monthly amount has to be entered- everytime you create the invoice.
    Also the PO and invoice verification in MM will always be plant based. So if you want to do this processing in a consolidated way (if consolidated invoice will be received) then you can also look out for options in FI module. I hope Lease accounting can provide you some option here. check with your FI consultant.
    Regards,
    Kathir

Maybe you are looking for