Entering the Invoice 

Use

This revised activity enables the user to enter, check, and post invoices on a single screen. Credit memos and subsequent debits and credits can also be processed.

Procedure

  1. Call up the transaction as follows:
    2.

    Menu path
    from the standard SAP Menu

    Logistics ® Materials Management ® Logistics Invoice Verification ® Document Entry ® Enter Invoice

    Menu path
    from the user menu IDES_MM3050

    Employee in Invoice Verification ® Enter Invoice ® Enter.

    Transaction Code

    MIRO

  2. In the Transaction field, choose Invoice using the Help button.
  3. Choose Edit ® Switch company code.
  4. Enter the following data:

    5. Field

    Data

    Company code

    1000

  5. Choose .

    6. The work area consists of a header data area and the item overview. In the header data area, the Basic Data tab is active.

  6. Enter the following data:
    7.

    Field

    Data

    Invoice date

    Today’s date

    Posting date

    Today’s date

    Tax amount (right-hand field)

    V0 (Domestic input tax 0%)

    Calculate tax

    Select

  7. Choose .

    8. In the item overview area, you will find a field with variable content and the value "Purchase order/scheduling agreement". Alternatively, you can enter invoices with reference to a delivery note, for example. Here the system suggests the last-entered value.

  8. Choose the entry Purchase order/scheduling agreement using the Help button.

    9. The input field for the document number is located to the right of the latter field.

  9. Enter the purchase order number you noted or 4500009513 in this field.
  10. Choose .

    11. In the item overview area, the system now suggests the amounts due to be paid for the goods you have received. During the invoice entry process, you can change the document number at any time. In this case, the system will suggest the items for which settlement is due from the other document.

    You now see the vendor data in the upper right-hand part of the screen. Here you have the opportunity to look over this data.

  11. Choose in the lower right-hand area of the screen (Other bank details).

    12. Details of payment transactions with this vendor plus all entered bank details are now displayed. You can change the data at this point. To do so, choose .

  12. Choose .

    13. In the Balance field, the system shows the difference between the gross amount entered by you and the total amount due for settlement suggested by the system. Since in our example we have not yet entered a total gross amount on the Basic Data tab page, the balance is identical to the amount requiring settlement suggested by the system. The red traffic light shows that the system has detected a difference and will not allow the document to be posted. You can adopt this amount. (In practice, you would enter the amount shown in the vendor invoice at this point.)

  13. Enter the value of the Balance field in the Amount field on the Basic Data tab page.
  14. Choose .

    15. The color signal next to the Balance field now changes from red to green. The difference between the total amount and the amount suggested by the system is now zero. The document can be posted, but is blocked for payment purposes.

  15. Choose Show PO structure.

    16. A vertically separated screen area now appears, in which the purchasing document is displayed with its items in the form of a tree structure.

  16. Widen the document structure area using the cursor.

    17. A complete overview of the document history is revealed, showing all the activities that have taken place with respect to the purchasing document and its items to date (goods receipts, GR reversals, invoice receipts).

    This detailed overview enables the user to subject each item of a vendor’s invoice to thorough scrutiny.

  17. After checking, set the indicator for each item in the item overview.

    18. You also still have the option of displaying a detailed simulation of the document, showing the accounting consequences of the invoice document.

  18. Choose Simulate.

    19. In the dialog box Simulate Document in EUR (Document Currency), the system now displays all the posting items. You could now post the invoice document directly in this box.

  19. Choose at the bottom of the dialog box.

    20. The system issues an invoice document number to confirm the posting.

  20. Choose until the overview tree appears.