Invoice Verification for Services

Integration

For information on the different types of invoice verification in the SAP System, refer to Logistics Invoice Verification .

Prerequisites

Invoice verification for services is based on the accepted service entry sheet or the services set out in the purchase order.

Since you usually enter into a variety of billing arrangements with your vendors, it is advisable to specify the relevant type of invoice verification in the vendor master record. The indicator is suggested per purchase order item and can be changed if necessary on the PO item detail screen.

You must set the following indicators on the purchasing data screen of the vendor master record:

For Goods-Receipt-Based Invoice Verification : GR-based inv. verif.
For Evaluated Receipt Settlement ( ERS ): AutoEvalGRSetmt Del.
For Service-Based Invoice Verification: Srv.-based inv. ver.

Scope of Functions

In PO-based invoice verification, items are settled with reference to the purchase order. Settlement can be carried out with respect to all items, irrespective of whether or not deliveries have yet been received.

In GR-based invoice verification (that is, in connection with services, the entry of invoices for services with reference to the service entry sheet) you can effect settlement with regard to each entry sheet relating to a purchase order separately. In the PO history, each invoice item can be assigned to precisely one service entry sheet.

In Evaluated Receipt Settlement (ERS), settlement is effected with regard to the services that have been performed directly, without an invoice, on the basis of information from the purchase order and the accepted service entry sheet. The vendor obtains a log of the settlement run for checking purposes.

In service-based invoice verification, you check the invoices on the basis of the individual services in the purchase order (PO-based invoice verification) or the service entry sheet (GR-based invoice verification).

Invoice Before Goods Receipt

You can also post invoices for services before having posted the associated goods receipt. To do so, you must set the following indicators appropriately in the item details of the service order:

Goods Receipt is set
Goods Receipt Non-Valuated is not set
GR-Based Invoice Verification is not set
Service-Based Invoice Verification is set

If you have not yet posted a goods receipt for a service PO, the system suggests the corresponding PO items in the invoice.

If you post the invoice before the goods receipt and the GR quantity is smaller than or equal to the invoice quantity, the price in the GR document must be derived from the price of the service in the invoice. The system automatically calculates the price when the services are entered or at the time of goods receipt. This price cannot subsequently be changed.

Note:

You cannot use this function in combination with the transactions Maintain GR/IR Clearing Account (MR11) and Display/Cancel Account Maintenance Document .

To be able to use this function, you must activate the Enterprise Extension Public Sector .

You must set the Invoice Before Goods Receipt Allowed indicator in the Follow-On Processing for Service Items section in Customizing for Materials Management under Start of the navigation path Service Next navigation step Source Determination and Default Values Define for Client End of the navigation path .