Clarification in Invoicing
During the processing of billing documents and during invoice creation, situations can arise that require you to stop automatic processing and necessitate manual processing in dialog. The clarification functions in invoicing help you to recognize these exceptional situations and to process them.
Clarification in invoicing consists of the following processes and functions:
Recognize defined situations in invoicing processes in Contract Accounts Receivable and Payable
Create clarification cases automatically or manually
Propose a clarification process that supports the asynchronous, manual postprocessing of the clarification case using an agent
Clarify clarification cases automatically
Clarification processing in invoicing is an application of the Clarification Framework Controller
(CFC) and can be called using transaction FKKINV_CFC
.
Customizing settings for processing clarification cases are provided by SAP (see Customizing for Contract Accounts Receivable and Payable under 
Technical Settings
Prepare Processing of Clarification Worklist
).
Process
Validation
Validation covers the system-side analysis and recognition of a clarification situation when processing source documents or invoice documents and decides whether a clarification is needed or not in an automated mass process.
Validation can refer to various different objects.
The following elements can be checked:
These checks can be processed in the invoicing process.
You can also perform plausibility checks for source documents when analyzing the invoicing orders.
Billing documents can already be recognized as implausible during the transfer of billing documents and can be checked again in the billing document display.
Creating the Clarification Case
If there is a situation to be clarified then a clarification case is created.
Clarification cases can be created either automatically during the invoicing process
or during the transfer of billing documents
, or manually during the analysis of invoicing orders
.
Clarification Processing
In clarification processing, clarification cases can either be clarified automatically, or manually clarified by the agent.
Clarification processing in dialog enables the agent to process and complete the clarification case. It supplies the clarification worklist, supports individual selection of clarification cases and displays data for the clarification case on a detail screen.
Clarification cases can also be automatically clarified when billing documents are transferred and in the invoicing process.