Invoice Display 

Use

This function enables the logged on business partner (role: contact person) to find out about the status of invoices. All transactions belonging to the business partner (role: sold-to party) of the business partner (role: contact person) are displayed.

Prerequisites

You have set up billing in your SAP CRM system. For more information, see the SAP Library under Customer Relationship Management -> CRM Billing.

You have assigned billing types in Customizing for display in your Web shop. In Customizing for Customer Relationship Management choose E-Commerce ® Basic settings for E-Commerce ® Assign Billing Types.

Features

Select transaction type

Business partners can select which of the following transaction types they want to display:

·        Invoices

·        Credit memos

·        Debit memos

In addition, they can limit the display using further search criteria:

·        Transaction owner

The business partner can search for invoices created by himself, by all members of the dealer family, or by a specific dealer number.

·        Date range

·        Transaction number, product number, preceding document number

·        Cancellation documents

Display list of selected transactions

·        The system displays a list of corresponding transactions with status.

·        Invoice reversals, credit memo and debit memo reversals are marked with a minus sign.

·        Invoice, credit memo, and debit memo cancellation documents are displayed alongside the particular transaction.

Display transaction details

Business partners can:

·        See header and item information

·        In the case of cancellation documents, all documents (for example orders, claims, and invoices) related to the cancellation document are displayed. This is to show the document flow.

·        Navigate to the purchase order via a link, if the item’s reference number corresponds to the purchase order number.

Create new transactions from invoices

Business partners can transfer items from an invoice to create an order, an order template, or a quotation.