Creating Invoicing Plans 

Use

The invoicing plan is a tool for planning dates in networks for general costs activities, externally processed activities, and non-stock material components.

Prerequisites

Project Cash Management must be active, so that the system can determine and update the payment data.

You can maintain an invoicing plan in the Project System IMG (under Maintain Invoicing Plan Type) for later use as a template.

The standard system we deliver includes invoicing plan type 30 as a template. However, you can create your own in the IMG, or you can use the existing invoicing plan in an activity, component, or purchase order. The template contains dates, percentages, and absolute amounts.

Procedure

  1. In network maintenance, select the appropriate activity or component overview.
  2. Select the activity or component for which you want to create an invoicing plan.
  3. Choose Detail ® Invoicing plan.

    4. The Choose Invoicing Plan Type dialog box may appear. Choose an invoicing plan type.

    This takes you to the screen Change Invoicing Plan.

  4. Enter the necessary data.

    5. If you want to work with a template, enter the number of the relevant invoicing plan template in the Template field.

    You must always enter the template number as a ten-digit figure. For example, if the template number is 492, you must enter 0000000492 in the template field.

    The system displays the dates and percentage apportionment, updated, in the invoicing plan. You can overwrite this data.

  5. Return to network maintenance.
  6. Save the network.

The system saves the invoicing plan also.

Result

When you save the invoicing plan, the system automatically assigns it a unique number. The system displays this number when you call up the invoicing plan again.

In the network costing, the system determines the planned costs from the invoicing plan and updates them in the activity, by period.

Planned payments out are not recorded. If you want outgoing payments recorded, carry out an asynchronous network costing.

For more information, see Asynchronous Network Costing.

If you are working with a template, the system determines the dates in line with the template for the invoicing plan. The dates are determined on the basis of the start date. The start date for the invoicing plan is the earliest finish date for the relevant activity or the requirement date for the component.

The percentage apportionment is also taken from the template.

The advantage of working with templates is that the dates in the invoicing plan are adjusted automatically if the dates in the network change.

If you want to work with fixed dates, you must not use templates to create your invoicing plan.