Milestone Invoicing Plan Issue

Hi All,
We have successfully configured Milestone Invoicing Plan Scenario, but are facing one issue. We were successfully able to transfer PS invoicing plan to PO. After milestone is confirmed when we go to check PO in DISPLAY mode, block is still there. If we just switch to CHANGE mode in PO without doing anything else, the block disappears. Hence the functionality appears to be working but we have to switch to change mode and save PO once.Please let us know if anyone faced this issue earlier and what was the resolution.
Thanks in advance.

Hi Ankesh,
It's the standard behavior in SAP. Contacted OSS.. no help. finally with the Help of WF and PO maintain BAPI we made that to Work

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Milestone Billing Plan issue

Hi all,
I have a scenario of project sales. The billing will be order based - 50% after order confirmation, 40% after delivery & 10% after installation & testing.
I am using milestone billing plan for my project sales. I am not using the project system. I have created the billing plan in the following way:
1. Define billing plan types. I have copied from standard billing plan 01 & saved as Z type.
2. Define date descriptions. I have created 3 different date descriptions - a) Order confirmed, b) Delivery done, c) Installation & testing done.
3. Define & assign date categories. I created 3 different entries. First for the down payment at the time of order confirmation........i used the date description as down payment. The billing rule selected was "Down payment in milestone billing on percentage basis". The fixed date selected was "Fixed date, date not copied from milestone". The billing block selected was "calculation missing". The billing type selected was "FAZ".
For the second part (40% after delivery) I used the date description as delivery done. The billing rule selected was "Milestone billing on a percentage basis". The fixed date selected was "Fixed date, date not copied from milestone". The billing block selected was "calculation missing". The billing type selected was "FV".
For the third part (10% after installation) I used the date description as installation done. The billing rule selected was "Closing invoice in milestone billing". The fixed date selected was "Fixed date, date not copied from milestone". The billing block selected was "calculation missing". The billing type selected was "FV".
4. Maintain date proposals. I maintain 3 different dates with an interval of 5 days. For first step i selected the date description as "order confirmation"......billing % as 50%........selected the block......billing relevance as down payment on % basis.........payment term..........billing type as FAZ.
For second step i sselected the date description as "delivery done".......billing % as 40%........selected the block........billing relevance as "Milestone billing on a percentage basis".......payment term........billing type as FV.
For third step i selected the date description as "installation done"......billing % as 10%.......selected the block..........billing relevance as "Closing invoice in milestone billing".......payment term......billing type as FV.
5. Assign billing plan types to sales document types....I assigned the billing plan to the sales doucment for project sales.
6. Assign billing plan types to item categories.....I assigned the billing plan to the item category of the project item....with billing relevance as "I-Order-relevant billing - billing plan".....billing plan as the milestone billing plan.
Copy controls: I maintained the copy control settings in VTFA.......sales order to billing document type FAZ & FV as well. In the transaction code VOV8 for the sales order document type I maintained the order related billing type as FV.
Now I created a project sales order.......the system displayed the billing plan tab......the milestones were shown but the data regarding the billing percentage.......payment terms.........billing relevance.....was not shown. I entered all the details......with the document types as
FAZ
FV
FV.
I removed the block from the first milestone......down payment.
Now i created an invoice in VF01......selected the order number for reference......the system created 2 invoices.......1 for the down payment request & the other contract invoice. The down payment request had the correct amount but the contract invoice did not display any value.......
How should i correct the settings so the system will only create the relevant invoice......
With best regards,
Niyaz.

Hi,
You have done a good job.
Enter different dates in sales order for each Milestone and assign billing block save the sales order.
Goto change sales order, remove the block for one billing date.
In billing screen, enter sales order no. don't press enter
Click on Selection date (Shift+F7) enter the date range and press enter. you will get only first billing that is 50%.
Actually we are using PS, milestones and billing dates will be copied from there.
Regards,
Chandra

Invoice plan issue

Hi all,
user ran MRIS to settle the invoice plan, but system didn't pick up some PO invoice plan wich were settled before, what could be the problem?
please advise.

Hi,
May be the PO has to be released.
Points will be appreciated.
Regards,
Zaid Azam

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

Invoicing Plan - Down payment issue

Hi
I urgently require help on Invoicing plan,
I have created an partial invoicing plan with downpayment (Billing Rule 4 ) I want system to consider this downpayment date and release the payment automatically on the due date.
As of now I am unable to get this downpayment request ,when I am running the Invoicing plan settlement , is there any setting in FI or in any other place so that system considers downpayment during payment runs?
Thanks in advance for the help
GKK

Dear Ganesh,
Plz Post as well as in SD Forum
You will get Quick response
Regards
kumar
Edited by: kumar kumar on Oct 24, 2009 10:18 AM

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

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

Is it OK to use F-47 and F-48 for partial invoicing plan with down payment

Dear all,
In the case of partial invoicing plan I am using a separate row for down payment ,
The total of the sum is greater than the PO line item
But after the f-47 and f-48 and miro for actual mile stone the partial invoicing plan is not coming gray.
What would be the procedure for down payment for a partial invoicing PO (Milestone PO) ?
Thanking you
Joydeep Mukherjee
Edited by: Jeyakanthan A on Jul 26, 2011 10:24 AM

Dear sir;
First of all thank you for your kind reply , I have first created On PO like below for example.
total amount 8,000.00 Rs
30.00% 2,400.00 down payment
12 30.00% 2,400.00
13 30.00% 2,400.00
40.00% 3,200.00
PO is linked with project activity ,whenever the project person accept the activity in the PO invoicing plan, the line item status is unlocked ,and then I directly i go for MIRO,the amount is taking automatically percentage wise ,but when I go for the advance payment with F-47 & F-48 the vale I have to enter maually and after MIRO .How to solve the problem .
Thanking you
Regards;
Joydeep Mukherjee

Down Payment processing for Sales orders using Milestone Billing Plan

Hi,
The business scenario is as follows.
The delivery for the sales orders are to be created only after the pre payment( a percentage of the total sales order value) is made by the customer.
Hence the sales orders while creation are blocked for delivery creation using credit block by means of a userexit.
The credit manager checks the blocked sales orders using VKM1 transaction and verify if there are any payments made by the customer to cover this pre payment to be made.
If it is enough to cover then he releases the sales order manually for delivery creation.This is a complex process since there are too many sales orders and the payments made by the customer may not match the amount to be paid(it can be greater or lesser).The customer just pays a huge amount which is to be distributed among the sales orders for pre payments.
Later, when the invoice is created, the customer account is cleared manually using F-32 transaction for the oldest open invoices.
Here again there is a huge manual effort involved since he need to distribute the amount against the invoices using oldest open item principle.
As a solution we are planning to implement "Down Payment processing for Sales orders using Milestone Billing Plan".
Is this the right solution?
Can you please give the steps in detail to implement this functionality for above scenario?
We are using SAP 4.7 version without Project Systems.
Thanks in advance.
Regards,
Ragesh

Hi Ragesh
Check the links where you will get the entire down-payment configuration
[https://forums.sdn.sap.com/post!replydownpayments ]
Regards
Srinath

Payment terms for Invoice plan

Hello All,
I've a Partial Invoicing plan for my equipment purchase. The first milestone payment is along with Purchase order. Means need to pay immediatly.
My PO is having payment terms - Payment 90days after end invoice month. This payment term is ok for all milestone payments. But for the first one, I need to pay immediatly.
Is it possible to have different payment terms / bye pass payment terms for the first milestone?
I don't want to use downpayment option for this.
RaviChandran

Hello.. Thanks for your feedback.
But in IV, normally due date is calculated from baseline date. Base line date will be defined by IV creation/posting date (Based on IMG setting). So by making the START Date for invoice Plan as Past Date will not work.
SS

Not working Billing Block functionality for Invoicing Plan

Hi Experts,
I am using Invoicing plan functionality to purchase materials by using Milestones from Network of Project System. The system is allowing to post Vendor Invoice (MIRO) without removing of Billing Block of Invoicing Plan from PO and the system should give error message because of non removal of Billing block.
The following configuration was done in Invoicing Plan of PS.
1. Assigned Date Category to Invoicing Plan Type (30)
2. Assignment of Invoicing Plan Type to Network Profile
The following configuration was done in Invoicing Plan of MM.
1. Assigned default date category to Partial Invoicing Plan type
2. Maintained Date category to Invoicing Plan type
3. Assigned Date proposal category to Invoicing Plan Type
4. Maintained Date Proposal to Invoicing Plan Type
What are the changes needs to do in configuration or transaction to prevent to post vendor Invoice because of nonremoval of Billing block from Invoicing Plan?
Please give me the solution.
Thanks in advance,
Rao

Hi Rao
You need to have the invoicing plan done in Project System (PS) under the project with Milestones and save the plan. On dong this, the system would generate a 'Reference Number'. This can be seen when you again go to the invoicing plan.
Use this reference number in the MM invoicing plan to link the PS & MM plans. This would create a block automatically in MM which can be lifted only on confirmation of the appropriate Milestone in PS.
Hope this helps
Venu

Purchase invoice plan and PS

Hi all,
PS allows to manage sales invoice plan using milestone. Is there any object I can use to manage in the same way a purchase invoice plan directly in PS?
Thanks a lot.

Hi,
In SPRO>PS>Costs->Planned cost->Automatic costing in network and activities--->Maintian settings for invoicing plan.
In CJ20N,
Select the externally procured material, Then
Edit->Component--->Invoicing Plan
Hope its useful.
Reward points if useful.
Thanks..

Chnage log for Invoicing Plan

HI Friends ,
Need your help on the below issue
We are making a customised PO change report
We want to capture the details which was done in Invoicing Plan in PO line item
I tried chaging the Invoicing plan in PO line item but the change log does not show that the chnages are done in Invoicing plan
How to know from PO change report that a invoicing plan has been changed ? Which tables to be seen
I checked the FPLA and FPLT table but not getting any clue on change log for invoicing plan
Please help
Thx
Deva

Hi,
unfortunately there is no change log kept in the standard for the tables FPLA and FPLT. Please check in transaction SE11:
Display technical settings -> "Log data changes".
The logging flag defines whether changes to the data records of a table should be logged. If logging is activated, every change (with UPDATE, DELETE) to an existing data record by a user or an application program is recorded in a log table in the database.
Unfortunately I can only confirm that there is missing functionality
for change management in area of MM invoicing plan. No change documents
are created in CDHDR and CDPOS tables for any change for invoicing
plan.
Regards,
Edit

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

Copy PO with Invoice Plan

Hi guys,
is there any function or way to copy a PO with Invoicing Plan?
If I try to create a new PO by copying from an existing one, everything is copied unless the Invoice Plan.
Who can help me?
Thanks.
Fabio

Hi,
An Enhancement is required in PO, whereby we can should explore the possibility to use two custom buttons, one at PO line item level for copying the Invoicing Plan from the current PO line item to any other desired PO line item, and other button at the PO header level for copying the Invoicing Plan from the current PO line item to all the PO line items. This requirement will be possible if we get a Screen exit to create some custom sub-screens & add these buttons in that sub-screen to meet our Business requirement, the logic for which can be coded in the Screen Exit. For meeting this requirement, there is a Screen Exit in the below enhancement from T-Code SMOD 
Enhancement: MM06E005 - Customer fields in purchasing document
Screen Exit: SAPLXM06. For more clarity refer the below link. I hope it will resolve your issue. Thanking you.
http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/100675db-2464-2e10-319c-fb9f37c41abe?quicklink=index&overridelayout=true

Milestone Invoicing Plan Issue

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