In addition to the blocks that the system sets automatically, you can block an invoice manually. To block invoices manually, you have the following options when entering an invoice:
- Header level
On the Payment tab page, select a key for the payment block, such as R (Invoice verification) in the Payment Block field.
- Single item level
In the item list set the Manual Blocking Reason (column Ma) checkbox.
Regardless of whether you manually block a logistics invoice at the header or item level, the system automatically sets the payment block in the vendor line of the FI document.
Blocking Due To Quality Inspection
Blocking Due to Amount
It is possible that invoice items with a large amount are automatically blocked. Use this function when you want such invoice items to be checked by multiple users.
To use the function, you must make the following Customizing settings:
You must activate the item amount check for the company code.
IMG → Materials Management → Logistics Invoice Verification → Invoice Block → Item Amount Check → Activate Item Amount Check (OMRH).
Specify the PO items for which the amount in an invoice item is checked, depending on the item category and the GR indicator in the PO item.
IMG → Materials Management → Logistics Invoice Verification → Invoice Block → Item Amount Check → Set Item Amount Check (OMRI).
Using the tolerance limits AN (amounts for items without reference to a purchase order ) and AP (amounts for items with reference to a purchase order ), specify the amounts from which blocks are to be implemented.
IMG → Materials Management → Logistics Invoice Verification → Invoice Block → Set Tolerance Limits (OMR6).
If the amount of an invoice item exceeds the tolerance you set in Customizing, the item is given the Amount blocking reason. In this case, the entire invoice is blocked for payment.
Stochastic Block
In addition to the automatic blocking of invoices due to variances or due to the amount, it is also possible to randomly block invoices for checking. You use the stochastic block for this type of random check. Stochastic blocks are valid for the entire invoice and not at the item level.
You need to activate stochastic blocking per company code in Customizing. In addition, you need to set a threshold value and a percentage. This determines the likelihood of a block. If the invoice value is larger than or equal to the threshold value, the probability that the invoice is blocked is the same as the given percentage. If the invoice value is smaller than the threshold value, the probability that the invoice will be blocked is proportional to the given percentage.
Activate the stochastic block per company code.
IMG → Materials Management → Logistics Invoice Verification → Invoice Block → Stochastic Block → Activate Stochastic Block (OMRF).
Set the detail data for stochastic block.
IMG → Materials Management → Logistics Invoice Verification → Invoice Block → Stochastic Block → Set Stochastic Block (OMRG).
If the stochastic block is active when you post an invoice that otherwise has no blocking reason, the system decides whether the invoice should be blocked.
Customizing – Invoice Block
The following figure summarizes the most important Customizing settings for the invoice block.
In addition to the Customizing settings described above, you can also define your own Payment Blocks for manual blocking (at header level).
To do so, choose in Customizing Materials Management → Logistics Invoice Verification → Invoice Block → Determine Payment Block (OMR9).