Object documentationInvoicing Processes

 

Forms the superordinate term for the execution of invoicing functions according to defined rules These rules are defined by parameters that you can use to control the invoicing process.

 

In addition to invoicing processes delivered by SAP, you can define your own invoicing processes. For each process, you can adjust the behavior of the SAP invoicing program to your own requirements such that only the required invoicing functions are run and this takes place under consideration of your individual settings for these functions. This flexibility is in addition to non-modification enhancements using includes, BAdIs, and events.

Note Note

You cannot change the order in which the activated invoicing functions are performed. This order is fixed by the main invoicing program. You should also note that customer enhancements in an invoicing function are only performed if this invoicing function is active. Reference is made to invoicing processes at the following points (among others):

  • Invoicing processes are used as selection parameters for mass activities for invoicing.

  • Number ranges for invoicing documents are defined dependent on the invoicing processes.

  • Invoicing processes are a differentiation characteristic for the activation of optional invoicing functions.

End of the note.

You can create new invoicing processes in Customizing for Contract Accounts Receivable and Payable under Start of the navigation path Convergent Invoicing Next navigation step Invoicing Next navigation step Invoicing Processes Next navigation step Define Invoicing Processes End of the navigation path.

Structure

At the level of the invoicing process, you can use the following controls:

  • Selection of the source documents to be invoiced

    For each invoicing process, you can define which categories of source documents (for example, billing document, SD billing document) are selected by and processed for this process.

  • Grouping of source documents into invoicing units

    You can assign an individual grouping variant for automatically grouping source documents, for which a joint invoice is to be created, to each invoicing process.

  • Selection of invoicing functions

    Using this selection you define the type and scope of the functions to be supported in an invoicing process.

    To ensure data and program consistency, some invoicing functions are always active.

    Other invoicing functions are optional and are only executed in invoicing processes for which they have been activated.

  • Fine control of invoicing functions

    Most invoicing functions have their own control options (for example, item selection for account maintenance or interest calculation). You can configure this control dependent on the invoicing process in which the invoicing function is performed.

    In addition, the invoicing process classifies invoicing documents from a business and accounting perspective by means of the invoicing types assigned to it.

Example

You want to perform invoicing runs that only process (normal) billing documents, and also to perform separate invoicing runs that only process collective bill documents.

You define one invoicing process that selects only source documents of the category billing document, and one invoicing process that selects only collective bill documents.