Using Invoicing Plans

Objective

After completing this lesson, you will be able to identify differences between periodic and partial invoice plans

Invoicing Plans Overview

This figure provides you with a graphical overview of Invoicing Plans. An invoicing plan is not an independent document type, but a special type of purchase order.

An invoicing plan is not an independent document type, but a special type of purchase order. An invoicing plan enables you to schedule the desired dates for the creation of invoices that relate to the planned procurement of materials or services. The invoice plan is independent of the actual receipt of the goods or actual performance of the services. It lists the dates on which you want to create and pay the invoices.

The system can automatically create the invoices on the basis of the dates in the purchase order, thereby triggering payment to the vendor. However, you can also manually enter invoices for an invoicing plan. There are two kinds of invoicing plans: periodic invoicing plans and partial invoicing plans.

Hint

Invoicing plans cannot be requested with a purchase requisition.

It is also not possible to create or edit invoicing plans with the SAP Fiori app Manage Purchase Orders.

Periodic Invoicing Plan

Partial Invoicing Plan

You can use a partial invoicing plan to settle procurement transactions that are to be settled in stages, such as for IT projects. In a partial invoicing plan, you can indicate dates as down payments (billing rule 4 or 5). The amounts for these dates are not included in the total of the invoice items, and they are not automatically settled either. With a partial invoicing plan, the total value of the purchase order item is split over the individual dates of the plan. This is done either by percentage (billing rule 1) or by value (billing rule 2).

Hint

You can also copy the due dates in the partial invoicing plan from invoicing plans or billing plans that were created as part of networks. This is particularly useful for event-dependent payment due dates. If the due dates are changed in the network, you can update them in the invoicing plan.

Partial Invoicing Plan Creation

The procedure for creating a partial invoicing plan is similar to that for creating a periodic invoicing plan. After maintaining the data in the purchase order item overview, choose Invoicing Plan on the Invoice tab in the item details and select Partial Invoicing Plan. You obtain a date overview, in which you can manually enter the desired dates and amounts.

Caution

After you have assigned an invoicing plan type to an item (for example, partial invoicing plan), you cannot subsequently change the invoicing plan type.

Control Date and Settlement of Invoicing Plans

To automatically settle invoicing plans, on the SAP Easy Access screen, choose Logistics → Materials Management → Logistics Invoice Verification → Automatic Settlement → Invoicing Plan Settlement (MRIS).

On the SAP Fiori launchpad, use the Create Invoicing Plan Settlement app.

To issue credit memos for invoicing plans, on the SAP Easy Access screen, choose Logistics → Materials Management → Logistics Invoice Verification → Further Processing → Output Messages (MR90).

To update the dates in periodic invoicing plans, choose Logistics → Materials Management → Purchase Order → Follow-On Functions → Periodic Invoicing Plan (MLRP).

On the SAP Fiori launchpad, use the Update Invoicing Plans – Purchase Order app.

You can perform Customizing settings for invoicing plans in Customizing for Materials Management under Purchasing → Purchase Order → Invoicing Plan.

Process an Invoicing Plan

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Learning

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