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Maintain Periodic Invoicing Plan Types

In this step, you define the periodic invoicing plan types by specifying the relevant control data for each desired instance.

At the time of purchase order processing - on the basis of certain rules for data determination - the invoicing plan type suggests data such as the duration of an invoicing plan, from which the relevant dates of the plan can be determined.

Among other things, the periodic invoicing plan type includes the following control data:

In the case of periodic invoicing plans, the horizon specifies the last date up until which dates are generally to be set. It is always determined from a rule that can be entered in the invoicing plan type as a default value. This rule takes the current date (=CPU date) as the base date. As a result, the horizon is continually extended into the future as the current date changes over time, which means that the invoicing dates to be set are also dynamically shifted into the future.
This field allows you to determine whether the invoicing dates are determined and inserted into the invoicing plan automatically, or whether they must be entered manually.
Here you determine whether the invoice is to apply retrospectively or in advance - for example, whether a rental payment due on June 15 is to cover the period May 15 to June 15 (retrospective payment) or the period June 15 to July 15 (payment in advance).

Activities

1. To create an invoicing plan type, you must enter an alphanumeric key of max. two characters in length, plus a descriptive text.
2. Maintain the relevant control data on the detail screen for the invoicing plan type.