Working with Logistics Invoice Verification

Depending on the reference document category used, the system selects items for goods/services and/or planned delivery costs:

If you use the reference document category Purchase Order/Scheduling Agreement, you can choose which items are to be selected in the Assignment Options under Settings: Deliveries, Returns, Delivery Costs

After assigning the purchasing document reference, the system automatically copies the following data from the purchase order:

• Invoicing Party

• Terms of payment (if set in PO)

• Currency

• Invoice items:

  The system proposes all purchase order items that fulfill the relevant allocation criteria. Quantity and amount are derived from the purchase order history for each item. This means that all items for which goods receipts have already been posted, but which have not yet been completely settled, are selected with quantities and amounts. Items for which no invoice is expected are also listed. However, these items are listed without quantity, amount, and selection. Only the selected invoice items are copied into the document when the invoice is posted.

Compare the proposed data with the data in the supplier invoice. If necessary, correct the data. For example, the proposed values for amount, quantity, and tax code for the items. Deselect the items that are not listed in the supplier invoice.

If you select the Simulate or Post function, the system compares the quantity and amount data of each supplier invoice item with the data of the related purchase order item. The simulate function allows you to display the account movements before posting the document.

To create the allocation to the external procurement transactions to be settled, you have various options similar to those in the Create Supplier Invoice app. The allocation gives you the option of selecting goods/service items, items for planned delivery costs, or both item types.

In the item list, the system proposes all items according to the assignment. The proposal logic in the Create Supplier Invoice - Advanced app resp. MIRO transaction corresponds to the logic in the Create Supplier Invoice app. And as in the Create Supplier Invoice app, you can sort the items, delete unselected items from the list, and change the layout for the list.

However, unlike in the Create Supplier Invoice app, you cannot create your own layout for the item list directly in the Create Supplier Invoice - Advanced app (MIRO transaction). There are various predefined layouts for the item list to display the data relevant for the respective business case. During processing of the invoice items, you can switch the layout and choose a suitable layout for the transaction.

If the layouts supplied by SAP do not meet your company’s requirements, you can define more display variants for item lists in Customizing for Materials Management. Choose Logistics Invoice Verification → Incoming Invoice → Maintain Item List Variants.

With this function, you can edit screen variants for the item list screen area for the transaction MIRO (this is the screen with the number 6310 of the SAPLMR1M program). You can create new screen variants by copying an existing screen variant, for example, and then adapting the copy according to your requirements. Using a screen variant, you can control the column sequence and the column width. You can also define whether a column is hidden or an entry has to be made in the column. To change the width and sequence of the columns, choose the Change with Processing button while editing the screen variant. Transaction MIRO is then executed, and you can make the changes directly in the item list.

You can find the relevant settings in Customizing for Materials Management under Logistics Invoice Verification → Incoming Invoice → Aggregation → Maintain Variants for Aggregation List and Logistics Invoice Verification → Incoming Invoice → Aggregation → Preset Aggregation Criteria.