Creating an Invoice Adjustment Group

Objective

After completing this lesson, you will be able to create an Invoice Adjustment Group in SAP Fieldglass.

Invoice Adjustment Group

Invoice Adjustment Groups allow the buyer to place one or more invoice adjustments into a group. This allows adjustments to be stacked so adjustments can be made based upon other adjustments.

Administrators can configure a default Invoice Adjustment Group on Job Posting Templates within the UI. When this happens, all job postings created off that template will include the adjustments – which then flow to Work Orders/Workers.

For example, a manufacturing firms hires a worker for its warehouse, which is in an area in which both the city and state collect income taxes. The firm must use an Invoice Adjustment Group to collect the taxes for both government units. The state taxes are taken out first, then the city taxes are taken from the remaining balance.

Using an Invoice Adjustment Group, suppliers can withhold multiple taxes in an appropriate order.

Invoice showing the GST-AUD, Site Tax, State Tax, and UK VAT options in the Adjustment field dropdown menu of a Work Order.

Do not use adjustment groups if the supplier needs to control the taxes to ensure the correct amount is charged or there are no taxes or other adjustments that need to be added to an invoice.

Navigating the Invoice Adjustment Group Admin Object

The Financial Data section of the Admin Menu, the Invoice Adjustment Group selection is highlighted.

1	To view a list of adjustment groups associated to the tenant, select Invoice Adjustment Group from the Financial Data section of the admin menu.

Invoice Adjustment Group List page

The list page displays minimal information, just the code and name of the adjustment group.

2	To view details of an invoice adjustment group, select an appropriate link in the Code column.

Invoice Adjustment Group Details page

In addition to the standard details, the details page displays the modules that the adjustments are associated with, as well as the order in which the adjustments should be calculated.

Invoice Adjustment groups are broken down into sections, and can be added for contingent, credit/debit memo. SOW, SOW credit/debit memo, and miscellaneous invoice.

Invoice Adjustment Group Details page, with the Contingent Only section, the Level and Allow Supplier to Edit Value columns of the Invoice section, and the Statement of Work Only section highlighted.

3	The invoice adjustments configured for WorkingNet are associated to both the contingent and statement of work modules, so the adjustments are listed in the Contingent Only section as well as the Statement of Work Only section.
4	Levels are the order in which the adjustment will apply. As indicated here, the state tax will be taken first, then the site tax will be taken out.
5	If Allow Supplier to Edit Value is enabled, suppliers can override the value defaulted for the adjustment in the invoice.

Create an Invoice Adjustment Group

To ensure compliance with regulations and laws in the United Kingdom, WorkingNet, a global manufacturer of data networking equipment, wants taxes grouped together so they can be defaulted on job posting templates for positions in their London office.

As the SAP Fieldglass administrator for WorkingNet, you will create the invoice adjustment group required for this purpose.

ExerciseStart Exercise

Summary

Invoice Adjustment Groups allow buyers to organize and prioritize multiple invoice adjustments. They can be set as defaults in job posting templates and are crucial for applying multiple taxes or adjustments sequentially.

Key Points:

Grouping Adjustments: Invoice Adjustment Groups allow stacking of adjustments based on other adjustments.
Default Configuration: Administrators can set default groups on job posting templates for automatic inclusion in job postings and work orders.
Sequential Application: Adjustments are applied sequentially within a group, e.g., state tax first, then city tax.
Adjustment Group Details: Details page shows associated modules and calculation order, with options to allow supplier edits.

Next lesson