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

Similar Messages

  • 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

  • Partial Invoicing Plan

    Dear all;
    In case of partial invoicing plan ,we need a option of down payment ,ie give advance to vendor,what is the procedure to do the same in PO?
    Thanking you;
    Joydeep Mukherjee

    May be of help
    [Down Payment against PO]

  • Partial & Periodic Invoicing plan

    What is Partial & Periodic invoicing plan ? How it can use for some perticular monthly service?
    what are the settings to do it in SAP.

    You use the periodic invoicing plan if the total value of the PO item is to be invoiced in each period. When you create a PO with a periodic invoice plan only the value of one month is displayed on the header status and used for the release strategy. If you want the entire 12 months included you should use the partial invoice plan and specify the invoice amount for each month
    Search the forum.
    Regards
    Ayyallas

  • 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

  • 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 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

  • 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

  • Invoice Planning

    hai ,
    At present we are in new implementation ,my client have a godown (on rental) and they are  paying the rent on 5th of every month .so we plan for periodical invoice planning .
         So i gone through the SAP Help .but i didnt able to understand the control datas like
    u2022 Horizon,
    u2022 Dialog purchase order
    u2022 Maintain the date category
               kindly explain the partial invoice planning customization settings in breif.it will be more useful for our ongoing project.
    thank you
    with regards
    Peter .

    Hi Peter,
    Refer the following points :
    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. 
    BR,
    Krishna

  • Invoicing Plan complete process

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

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

  • Invoice Plan settlement with Logistics Invoice verification -MRIS

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

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

  • 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.

  • Invoice generated with a different amount than in the invoice plan

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

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

  • 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

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