Invoice Creation Before Goods Issue

Use

You can define when billing for SAP Customer Relationship Management (CRM billing) or billing for ERP (ERP billing) is to create an invoice for one single delivery or multiple deliveries.

In the standard system, CRM billing or ERP billing creates the invoice after goods issue. However, if you require the invoice printout before the end of the loading and transportation process, such as for international transportation, you can create the current invoice before goods issue posting. You do this by sending an invoice request from Extended Warehouse Management (EWM) to CRM billing or ERP billing.

You can request an invoice for each delivery or one or more invoices for the contents of a vehicle or transportation unit.

If you want to print invoices for the contents of a vehicle or transportation unit, EWM triggers the invoice printout in CRM billing or ERP billing by sending the message Print Billing Document .
If you want to create one invoice for each delivery, EWM triggers the creation and invoice printing automatically when it generates an outbound delivery.

Integration

To be able to create and print invoices, you have performed the following:

If you are using CRM billing, you have connected an ERP and an SAP CRM system.
If you are using ERP billing, you have connected an ERP system.

EWM sends the invoice-relevant data to ERP. ERP copies the data to CRM billing or ERP billing.

The following applies for invoice creation:

In the case of direct outbound delivery orders, the invoice is always created through ERP billing.
In the case of CRM orders, the invoice is always created through CRM billing.
In the case of ERP orders, the invoice is always created through ERP billing.

Prerequisites

If you are using CRM billing, you have set the IBGI (Invoicing Before Goods Issue) indicator in the data relevant to the business partner. You can override this indicator in the sales order.

For more information, see the SAP Library under SAP CRM Components and Functions Sales Sales Transaction Sales Orders Additional Functions for Service Parts Management .
If you are using ERP billing, you have set the IBGI (Invoicing Before Goods Issue) indicator in Customizing for ERP under Logistics Execution Extended Warehouse Management Integration Settings for Billing Determine Invoicing Before Goods Issue .
You have defined specific characteristics in the route, such as the GTS geography group at header level, to determine whether a delivery must be checked by the customs authority. On the SAP Easy Access screen, choose Extended Warehouse Management Master Data Shipping and Receiving Transportation Route Determination Maintain Route .
You have determined that EWM requests CRM billing or ERP billing for single deliveries and also for groups of deliveries in accordance with the contents of a vehicle or a transportation unit. If, for example, a vehicle is carrying a delivery of 50 different regulators, EWM requests at least 50 invoices from CRM billing.

In the SAP Easy Access screen, choose Extended Warehouse Management Interfaces Invoice Before Goods Issue.
In Customizing for EWM, you have defined the following for the document type and item type of the outbound delivery:
- You have defined a process profile for the document type of the outbound delivery that allows invoicing before goods issue. For example, you are using document type OUTB Outbound Delivery Order with process profile /SCWM/OUT_PRD Outbound Delivery Order Standard for the delivery header, and process profile /SCWM/OUT_PRD_DLV Outbound Delivery Order Standard Item EWM for the delivery item. For more information, see IMG for EWM under Goods Issue Process Outbound Delivery Manual Settings Define Document Types for Outbound Delivery Process .
  
  For more information about the individual process indicators, see the IMG for EWM under Cross-Process Settings Delivery Processing Process Profile for Delivery Document Header in the field help for the individual process indicator.
- You have defined a process profile for the item types of the outbound delivery that allows invoicing before goods issue. For example, you use item type ODLV Standard Item Outbound Delivery with process profile /SCWM/OUT_PRD_DLV Outbound Delivery Order Standard Item.
  
  For more information, see the IMG for EWM under Cross-Process Settings Delivery Processing Process Control Define Process Profile for Delivery Document Header or Define Process Profile for Delivery Document Item .
If you do not use routes in the outbound delivery, you can define the following in Customizing for EWM for the document type of the outbound delivery:
- EWM triggers invoice creation and invoice printing automatically when it generates an outbound delivery
- You trigger invoice creation and invoice printing manually on the user interface of the outbound delivery later
For the routes that you want to use in the invoice before goods issue process, you have defined one of the following options:
- The invoice for the outbound deliveries is to be created individually
- The invoice for the outbound deliveries is to be created as a group per transportation unit or per vehicle, or manually on the user interface for the outbound delivery.
  
  In the SAP Easy Access screen, choose Extended Warehouse Management Interfaces Invoice Before Goods Issue.

Features

For single requests from EWM, CRM billing or ERP billing directly creates single invoices that you cannot change. For changes, you have to delete the outbound delivery. This automatically cancels the invoice. If you then generate a new outbound delivery, the invoice is automatically created and printed again.

For group requests from EWM, CRM billing or ERP billing creates one or more invoices for each vehicle or transportation unit. CRM billing creates corresponding billing due list items. ERP billing does not create any billing due list items. You can make changes to these deliveries in EWM. If these occur before invoice creation, ERP or SAP CRM updates its deliveries or the invoice-relevant data in accordance with the input from EWM.

After you have posted the goods issue, you can only trigger the invoice printout from CRM billing or ERP billing.

If more than one vehicle forwards the material for a sales order, you can create related outbound deliveries for each vehicle and request invoices for them.

Invoice Relevance

With your settings at sales order level or delivery level, you can control the global relevance for invoice creation before goods issue at delivery item level.

You can determine a print profile after CRM billing or ERP billing has selected the printer . EWM finds the print profile and informs CRM billing or ERP billing accordingly. For printing single requests, the billing system uses the print profile found. For the printing of group requests, the billing system uses the profile of the first delivery that was found.

Note Note

You must determine the same print profile in CRM billing or ERP billing and EWM, so that CRM billing or ERP billing can print invoices.

End of the note.

Invoice Cancellation

You cannot change an invoice once it has been created. If, for example, you have loaded a handling unit on to a different transportation unit and want to change the invoice that has already been created, you have to perform an invoice cancellation. EWM sends the cancellation for the invoice that was created to CRM billing or ERP billing. You can then request invoice creation and invoice printing again for the changed shipment document or delivery.

Activities

Among other things, SAP CRM determines whether EWM sends an invoice request for a delivery before the goods issue posting to CRM billing via ERP, due to the business partner status Invoice Creation Before Goods Issue Posting Allowed . You can override this setting in the sales order of SAP CRM.

ERP uses the Customizing entries to determine whether the outbound delivery is relevant for the Invoice Before Goods Issue process. In ERP, you can configure for the sales document type and sales organization the indicator with which the document items are sent to EWM.

If the IBGI indicator on the delivery item allows invoice before goods issue depending on the route, EWM decides which type of request it sends to CRM billing or ERP billing for invoice creation and invoice printing:

Single request for an immediate invoice creation and invoice printing
Group request for an invoice creation and invoice printing

If you want to request, print or cancel an invoice for a group request, on the SAP Easy Access screen, choose Start of the navigation path Extended Warehouse Management Next navigation step Shipping and Receiving Process VehicleorProcess Transportation Unit End of the navigation path . If you are not using a vehicle or transportation unit in the outbound delivery, on the SAP Easy Access screen choose Start of the navigation path Extended Warehouse Management Next navigation step Delivery Processing Outbound Delivery Maintain Outbound Delivery End of the navigation path or Pickup and then choose one of the following options:

Request Invoice

EWM sends the message Create Invoice to SAP CRM or ERP.
Cancel Invoice

EWM sends the message Cancel Invoice to SAP CRM or ERP.
Print Invoice

EWM sends the message Print Invoice to SAP CRM or ERP.
Get Status

The system requests and displays the status of the invoice creation for the ERP delivery.