In the payment proposal you can carefully examine the invoice data entered in invoice entry, change it if necessary, and pay out the invoice.
When you transfer an invoice from invoice entry to a payment proposal, the system displays the Payment Proposal node in the navigation tree.
An invoice has been created in the claim.
The following functions are available in the payment proposal:
● Creation of payments
If you have entered an invoice with at least one item in which the invoice amount is greater than zero, you can create a payment directly from the invoice. Choose Copy to Payment .
● Creation of a subsequent debt
You can create a subsequent debt for an invoice and pay out this subsequent debt to the policyholder. Choose Create Subseq.Debt.
The prerequisite is that you have specified via process control that the Create Subseq.Debt pushbutton (function code ICL_INV_INV2REQUEST) is displayed.
When you create a subsequent debt, the system copies to a new invoice those invoice items that have either been rejected or not paid out completely. At the same time, the system creates a payment proposal and navigates to the payment proposal.
You can only create a subsequent debt from a payment proposal that has already been paid out. If the invoice belongs to a collective invoice, this collective invoice must also have the payment level of Single Invoice.
A service provider sends an invoice to the insurance carrier. Due to the missing accreditation of the service provider, some but not all of the items in this invoice can be paid out. The service provider is informed of this situation via the differences log, and the service provider then submits the accreditation. The claim handler creates a subsequent debt and triggers payout of the payment proposal items that were originally rejected.
● Creation of a credit memo
If a payment has already been made for an invoice, but you then establish that the payment was not appropriate, you can credit the payout amount in the collections & disbursements system.
Choose Create Credit Memo.
The prerequisite is that you have specified via process control that the Create Credit Memo pushbutton (function code ICL_INV_REFUND) is displayed.
● Consideration of value-added tax
At item level you can specify whether the requested original amount per unit contains value-added tax or not. Depending on the selection, a tax rate is added (or not added) to the original amount requested.
● Collective actions for all invoice items
On the Tools screen you can perform collective actions for all invoice items, such as
○ Replace item numbers
○ Transfer of original amount per quantity unit
● Call compensation calculation
To determine what effect limits and deductibles have on the payment amount, select Compensation Calculation.
● Reference to appraisal receipt
You can create a reference to an appraisal receipt, provided that an appraisal receipt has already been created in the claim.
Enter the reference to an appraisal receipt on the Items tab page in the Appraisal field. This indicates that the invoice contains an item that refers to expenses for creation of an appraisal. You can only reference one appraisal receipt per invoice.
● Adding invoice items
You can create an invoice item indirectly via the Items tab page.
In the SAP List Viewer, choose with the quick info text Add Invoice Item. If you select this icon, the system navigates to invoice entry. You can create the invoice item there.
The prerequisite is that you are permitted to change the invoice items (see Invoice Entry, section 'Scope' à 'Change Invoice After Transfer to Payment Proposal'.
● Changing invoice items
You can change an invoice item indirectly via the Items tab page.
In the SAP List Viewer, choose with the quick info text Change Invoice Item. If you select this icon, the system navigates to invoice entry. You can change the invoice item there.
This icon is only available if the payment proposal contains invoice items that also exist in invoice entry.
The prerequisite for changing an invoice item is that you are permitted to change invoice items (see Invoice Entry, section 'Scope' à 'Change Invoice After Transfer to Payment Proposal'.
● Adding payment proposal items
In the SAP List Viewer on the Items tab page, choose with the quick info text Add Payment Proposal Item.
When you add a payment proposal item, the system does not create any corresponding invoice item.
● Copying payment proposal items
You can copy one or multiple payment proposal items.
To do so:
a. Select the payment proposal item or items that you want to copy.
b. Choose with the quick info text Copy Payment Proposal Item.
● Deleting payment proposal items
You can delete a payment proposal item.
To do so:
c. Select the payment proposal item that you want to delete.
d. Choose with the quick info text Delete Payment Proposal Item.
To create a payment from invoice processing/payment proposal, choose with the quick info text Copy to Payment.
The system transfers the following data to the payment:
● Data of payment proposal
● Payment proposal items