Using Evaluated Invoice Settlement

You can use evaluated receipt settlement with supplier invoice jobs.

You can automatically settle goods receipts by scheduling as a background job using the ​Schedule Supplier Invoice Jobs - Advanced​ app and choosing the Evaluated Receipt Settlement job template.

You should only use evaluated receipt settlement if agreements with the supplier are clear and you update the price agreements in the purchase orders in the system. You also need to create goods movements promptly and accurately. Created goods movements can be settled without receipt of an invoice. The system can create and post the appropriate invoices itself. Evaluated receipt settlement is especially effective if you create settlement documents periodically.

You have only the option of selecting or deselecting the Evaluated Receipt Settlement indicator in the purchase order if it was previously set in the supplier master data. To do this setting, as a master data specialist, you use the Maintain Business Partner app by navigating to your supplier’s purchasing data specific to the respective purchasing organization. You will find the setting Eval. Receipt Settlement under the Additional Purchasing Data section.

If you flag a supplier as subject to ERS, the system sets the ERS indicator as a default in each item when you create a purchase order for the supplier. You can prevent this from happening for certain suppliers for a material by flagging the info record for the material and the supplier as not being subject to ERS. The ERS indicator is located under Delivery and Quantity → Purchasing Control in the Manage Purchase Info Records app.

In Purchasing, you can delete the default ERS indicator in a purchase order item.

You can use Evaluated Receipt Settlement (ERS) with the Manage Purchase Orders app.

Using the Manage Purchase Orders app, you can create and manage purchase orders to ensure that you get the ordered items on time, at the correct location, and in the required quantity. As a purchaser, you can manually order materials and services that use Evaluated Receipt Settlement (ERS). You can control whether an invoice will be generated automatically when a valuated goods receipt for ordered materials or services has been posted. To enable this, you create the purchase order using ERS. You enable the Evaluated Receipt Settlement setting on the purchase order item level under the Process Control tab.

Additionally, the following are required for using ERS:

• The goods receipt must refer to a purchase order.

• Goods-receipt-based Invoice Verification must be defined for the purchase order item.

• A tax code must have been maintained in the purchase order item.

• The order price of the materials may not be an estimated price.

You can enable the Automatic Settlement of Planned Delivery Costs during ERS invoice posting by defining the entry for the company code, purchasing organization, and supplier combination. Depending on the way your system is managed, you can access the configuration:

• Using Manage Your Solution by navigating Configure Your Solution → Sourcing and Procurement → Invoice Processing → Incoming Invoice → Specify Automatic Settlement of Planned Delivery Costs: Configure
• Using SAP Central Business Configuration by navigating to the Configuration → Procurement → Invoice Management → Incoming Invoice → Specify Automatic Settlement of Planned Delivery Costs.