Invoice plan
目录
Ravindra Devarapalli
October 12, 2013 4 minute read
Concept of Invoicing plan in SAP
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The below i explained the concept of Invoicing plan and advantages of this.
Invoicing Plan : The concept of invoicing plan is preplanned or schedule the desire dates for planned procurement invoices without receiving invoices from vendor.
So, In invoicing plan you don’t wait for invoices from vendor’s ,the system will generates invoices automatically for scheduled dates.
In Po, system will creates the desired dates for the invoices with amount based on Valid from and Valid To and invoicing plan type. For these Po’s there is NO GR. So, we also called as special type of planned procurement for non- stock materials because the materials are non stock materials. System will generates the invoices for Po scheduled dates automatically and Once release the invoices payment will be done. It is also possible to enter the invoice for an invoicing plan manually.
Based On PO data system will creates invoices automatically. Invoicing plan is help ful to users, do not wait each time for the vendor to submit an invoice for goods or services performed.
Invoicing plan is helpful for the regularly repeated Procurement transactions like Rental, leasing and also for invoicing of highly invested material or projects involving the procurement of external services that are to be subject to stage payments such as construction projects and building projects.
There are two kinds of invoicing plan 1) Periodic invoicing plans
2)Partial invoicing plans.
Simple explanation, For Periodic invoicing plan – Payment of total amount effected at regular intervals. Ex : Vehicle leasing ( payments monthly) , Ground lease
For Partial invoicing plan – Total amount paid in installments. Ex : Market Survey total budget 2 lacs , 50000 is to paid upon completion of the initial analysis, 40000 after the survey has been carried out, and the rest, amounting to 1,10,000,upon submission of the final report.
Pre Requisites
1) AutoEvalGRSetmt Del. indicator must be set in vendor master record.
2) Tax code and Terms of payment must in PO
3) IR indicator and ERS Indicator must be set in PO.
4) Both GR indicator and GR Non valuated Indicator should be set or not set
5) Account assignment is must.
6) SAP recommends the Frame work order type (FO document type) in PO.
Main advantage of invoicing plan is Automatic Settlement Option to generate invoices in background on the relevant dates.
It is necessary to enter the valid start date, but it is not necessary to enter validity end date you can enter later also.
The automatic settlement happens using transaction MRIS
Path : Material Management —-> LIV —-> automatic settlement —-> MRIS -invoicing plan settlement.
Important Configuration steps For Invoicing plans
1) Number Range should be maintain for document type RD and RS in OMRJ
2) Number range interval assign to Transaction RD and RS.
SPRO –> Material Management –> Logistics Invoice Verification –> Incoming Invoice –> Number Assignment –> Maintain Number Assignment for Logistics Documents –> Transaction – Assign Number Range
3)Once the Invoice is posted, the settlement documents are sent to vendor automatically in print, email or fax form. The below mentioned Message Determination configuration is required for this action.
SPRO –> Material Management –> Logistics – Invoice Verification –> Message Determination –> Maintain Message Types
Out put type INS, you should configure for this output type.
You should maintain condition record
For out put type INS
For assigning smart form to out put type INS, SPRO –> Material Management –> Logistics – Invoice Verification –> Message Determination –> Maintain Message Types
select INS and click on Processing routines in left side
assign Program RM08NAST to smart form .
Important points
1) The account assignment category cannot be changed once you have created the item. Only the detailed data dependent on the account assignment category, such as the specification of the cost center in the case of account assignment category K, can be changed at any time.
2) The invoicing plan settlement run can be carried out either online or in the back ground.
3) Further information on Problem with invoicing plans can be found in Note 499523.
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Invoicing Plan in SAP
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Created by Former Member on Aug 20, 2008
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Invoicing Plan in SAP
Invoicing Plan is
- A Planned procurement type for Consumables and Services
• By using invoicing plan, we can schedule the desired dates for creating invoices
• It will generate invoices on the particular dates automatically and then payment will be done
It is a special type of planned procurement for non stock materials. It creates invoices automatically on a regular basis or while some event occurs.
E.g. we are paying rent on a regular basis. The amount will be varied rarely. In this situation, instead of creating invoice each and every month, Invoice plan will generate automatically on a regular basis.
TYPES OF INVOICING PLAN
1) PERIODIC INVOICING PLAN
It is suitable for regular procurement transactions. In which, total fixed amount on a fixed date will be paid on a regular basis.
• For regular procurement transactions such as rental, lease etc
2) PARTIAL INVOICING PLAN
Here Payment will be settled in stages. I.e. while some event occurs. The total PO Value will be split over various dates of our plan.
• Payment done while some event occurs like Project, Market Survey etc.
PRE REQUISITES . . .
1) Vendor Master Record
• AutoEvalGRSetmt Del. Indicator must be set
• Tax Code is must.
• Terms of payment is must
2) No Goods Receipt.
3) In Purchase Order
1. Frame Work Order - FO (So Validity is must)
2. Account Assignment is must.
3. Both GR Indicator and GR Non Valuated Indicator should be set or not set.
4. IR Indicator and ERS Indicator must be set.
5. Tax code and Terms of Payment also must.
INVOICING PLAN
• Dates proposed automatically based on Start date & End date by Invoicing plan
Process
Ø After meeting all the prerequisites, Frame Work Order (FO) can be created.
Ø With Start Date and End date, proposed invoice plan will be created automatically.
Ø Automatic Settlement will be done by
SAP Menu : Logistics - Materials Management - LIV - Automatic Settlement - Invoicing Plan Settlement (MRIS)
After Invoice Settlement(MRIS)
Billing Status in Invoicing Plan
1. A - Not Yet Processed
2. B - Partially Processed
3. C - Completely Processed
After Invoicing Plan Settlement , Status 'A' is converted to Status 'C'
Configure Invoicing Plan
IMG MENU - -> Material Management - -> Purchasing - -> Purchase Order - -> Invoicing Plan
• -> Invoicing Plan Types - -> Maintain Periodic à Invoicing Plan
Benefits of Invoicing Plan
- By invoicing plan for leasing agreements and such like, Manual data entry effort in the purchasing and invoice verification (Accounts Payable) department can be considerably reduced.
- The invoicing plan enables us 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.
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Unknown User (p8pf38o)
This was very helpful - thank you.
Dec 02, 2008
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