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Function documentation Invoicing Locate the document in its SAP Library structure

Use

The invoicing function creates insurance invoices. The system creates correspondence data (insurance-related invoices). The data is saved in temporary storage, from which invoices are printed in a later correspondence printing run.

An insurance-related invoice groups posting data into an invoice amount. This amount is sent to a customer in printed form. Depending on your Customizing settings, the paper notification sent to a customer may be an invoice, an invoice with an attached payment document, or another type of document.

Invoicing is normally used to inform the policyholder of receivables for which they are liable, and to send them printed payment requests. The payment then forthcoming from a policyholder will clear existing open items.

Invoicing is primarily relevant for direct payers, for which no payment method in the contract account or insurance object master data. You can use the appropriate settings in the Implementation Guide to control whether individual payment methods are taken into account for invoicing, or all payment methods. For customers who pay by debit memo procedure, debit notifications are generated in the Structure linkpayment program.

Integration

Invoicing is integrated into the Correspondence component as correspondence type V004.

Application forms for insurance-related invoices are defined in the Structure linkPrint Workbench component. You can print correspondence using either SAPScript or your own programs. If you use your own programs, the print data is only prepared with a standard raw data interface (see also Structure linkSAPscript Raw Data Interface).

NoteYou can define application forms for invoicing as correspondence type V004, or for each invoicing type. In the Implementation Guide, choose

Collections/Disbursements ® Basic Functions ® Correspondence ® Define Application Forms for Correspondence or

Collections/Disbursements ® Business Transactions ® Invoicing ® Define Invoicing Types

Prerequisites

You have made the following settings in the Implementation Guide.

·        You have defined invoicing types, under: SAP Insurance ® Collections/Disbursements ® Business Transactions ® Invoicing ® Define Invoicing Types

·        You have defined correspondence variants, and assigned invoicing as correspondence type V004 to the correspondence variants that you want for invoicing: SAP Insurance ® Collections/Disbursements ® Basic Functions ® Correspondence ® Configure Correspondence Variants

Features

Make the following settings in the Implementation Guide in the Invoicing chapter, to control the invoicing process:

·        You can exclude selected main and subtransactions from an invoice.

·        You can define house banks, which are named as target accounts on the outgoing invoices. You define an application form for this, to output bank data.

·        You can define invoicing locks, to exclude contracts or contract accounts from invoicing.

When you define an invoicing lock for a contract account, all insurance objects assigned to this account are removed from invoicing.

·        You can take individual payment methods into account for invoicing.

You can take all payment methods into account for invoicing. You make this setting when you define invoicing types.

·        You can also control how the open items relevant to clearing are selected with automatic cash receipt. In the Implementation Guide, choose Collections/Disbursements ® Basic Functions ® Open Item Management ® Define Selection Categories and Define Selection Categories for Payment Forms

·        If a business partner has multiple contracts, you can use the appropriate settings in the master data to control whether invoicing takes place for each insurance object, or on a cross-insurance object basis.

Invoicing

Per insurance object

Cross-insurance object

Master data

Individual view

Collective view

Correspondence parameters active

Insurance object or account

Contract account

 

Using the following criteria, you can clear invoiced posting data automatically when a payment arrives:

·        Unique quantity of line items

·        Invoicing number

The invoicing number is essentially the grouping for the document numbers of items that were posted.

Clearing takes place using the invoicing number, for payment receipt with selection category ‘Z’.

The invoicing number refers to number range object FKKPYFORM, which can be edited with transaction FPN4.

·        In addition to the invoicing number, you can also make entries in a reference field using a customer exit (V030 and V031). If the customer so desires, you can print the content of this field in the note to payee field on the bank transfer medium. Clearing takes place using the reference field, for payment receipt with reference category ‘R’.

Note

You can more information about the process flow of invoice creation in the documentation for the following two processes: Periodic Correspondence Creation and Printing Correspondence.

 

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