Prerequisites

Procedure

Create a purchase order with account assignment (framework order).

Choose to access the item overview (or the overview of service lines if you chose item category D for services).

Enter the desired material or service, the quantity, and the price.

Select the desired item and choose Account Assignments to access the account assignment screen. Enter the account assignment for this item.

Choose to access the item detail screen. Check that the GR/IR control indicators are set correctly on the item detail screen.

GR and GR-Based Invoice Verification or Service-Based Invoice Verification must not be selected.

IR mustbe selected.

You must select ERS if you wish to have evaluated receipt settlement.

If you wish to have service entry sheets purely for information, for example, allow non-valuated goods receipt (select GR Non-Val and GR ).

Choose Item → Invoicing Plan . A window appears, in which the invoicing plan types predefined in Customizing are suggested. Select the desired invoicing plan type and choose Continue .

You can use the following invoicing plan types:

Periodic Invoicing Plan

You use the periodic invoicing plan if the total value of the PO item is to be invoiced in each period.

The system creates the invoicing dates automatically on the basis of the settings in Customizing.

The invoicing date and the amount to be invoiced are shown for each settlement period (for example, month). In the case of the periodic invoicing plan, the amount represents the total value of the PO item.

You can change the suggested dates and block individual dates for automatic invoicing if necessary.

You can enter the start and end dates for the invoicing plan.

With the Dates From and Dates To fields, you can determine that an invoicing plan does not contain invoicing dates extending over the entire validity period of the purchase order, but only for a certain period within that validity period (for example, within a validity period from January 1 to December 31, only dates within the period January 1 to June 30).

With the Horizon field, you control how far into the future dates can be created. If you enter a date rule that adds six months to the current date here, invoicing dates will be created for just half a year in advance in each case.

The system automatically creates new dates if you change the invoicing plan or when you invoke the transaction for Updating Periodic Invoicing Plans . See Generating Further Invoicing Plan Dates

The In Advance indicator allows you to specify whether the invoice is to be created with regard to a prior or subsequent period (for example, at the beginning of February, either in advance for the month of February or in arrears for the month of January).

In addition, fields with information about the existing invoicing plan are displayed (for example, the calendar upon which the date determination process is based).

Partial Invoicing Plan

You use the partial invoicing plan if the total value of the PO item is to be invoiced in several partial amounts.

You get an empty date overview in which you can manually enter the desired dates.

If you work with a reference invoicing plan, the system automatically generates dates in accordance with the reference plan.

You have the following options:

You create a reference invoicing plan in Customizing for the invoicing plan type.

You enter an existing invoicing plan as reference plan directly in the invoicing plan for the PO item.

You can flag a date in field B (Billing/Invoicing Rule) as follows:

As a down payment (percentage or value)

As an invoicing date (percentage or value)

As a final invoice

Choose to return to the item overview.

Choose to save the purchase order item with the invoicing plan.

You can then start the automatic invoice creation process during invoice verification.

For more information, see Settlement of Amounts Due Under Invoicing Plans .

Once assigned to an item, the invoicing plan type (for example, partial invoicing plan) cannot be changed. If you wish to assign a different invoicing plan type, you must delete the item and create a new one.