Invoicing Plans in Networks (SAP Library

Invoicing Plans in Networks

Use

You can use an invoicing plan to plan dates when payments are due in your network. The invoicing plan thus performs the function of a credit-side time schedule containing detailed cost and payment information for:

General costs activities

Externally-processed activities

Non-stock material components

Planned costs and planned outgoing payments are updated from the invoicing plan.

The system records payment data in the asynchronous network costing only.

For more information, see Asynchronous Network Costing.

Integration

If Project Cash Management is active, the system uses the invoicing plan to derive the planned outgoing payments for the asynchronous network costing. You can evaluate the planned outgoing payments on a daily basis (see Calculating Payment Planning Automatically ).

An invoicing plan maintained for a purchase order item is the only way to update the purchase order commitment and payment commitment for purchase orders by period.

You can use an invoicing plan already maintained in the network as a template for an invoicing plan for purchase orders.

For more information on the invoicing plan for a purchase order item, read Procurement via Invoicing Plan in the External Services Management section of the MM - Materials Management documentation.

Features

The invoicing plan also includes the following functions:

You can enter your own search term for each invoicing plan. The system uses the search term to build up an input help, making it easy for you to find existing invoicing plans to use as templates.

You can delete individual invoicing dates or the whole invoicing plan at any time.

You can copy dates from a template.

If you are working with templates, the dates from the template act as relative dates. This means that the invoicing data from the template must be adjusted to match the start date the system has determined for the activity or component (latest end or requirement date).

In the case of general costs activities and externally processed activities, the "earliest finish" from the activity is taken as the start date.

In the component, the system takes the requirements date as the start date.

If the dates for the activities or components change, and this leads to a change in the start date for the invoicing plan, the system automatically adapts the dates in the invoicing plan.

This also happens if you change the start date manually (exception: dates from milestones). The dates for the relevant activity or component in the network do not change.

If you adapt the start date manually, the system does not automatically change the dates in the invoicing plan if the activity date or requirement date changes.

See Creating Invoicing Plans

The system can generate items for milestones and automatically refresh them if the schedule changes, if you so stipulate in customizing.

See: Generating Dates from Milestones

If you have chosen partial billing by percentage as your invoicing rule, the system automatically adjusts the dates in the invoicing plan if any of the following changes:

Quantity or execution factor
Price or pricing unit
Currency
Dates in the activity or component (if you work with templates and do not change the start date manually)

If automatic adjustment is not possible, the system draws your attention to the facility for adjusting the invoicing plan manually.

In line with the invoicing rule, the planned costs are determined for the individual dates in the invoicing plan and recorded in the activity. Down payment dates have no cost effect and are not included in the calculation.

The same functions are available in the simulation versions. If you create a project with a template, the invoicing plan is also copied. Invoicing plans are also copied to simulation versions. The system uses each activity to determine the starting date.