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author's profile photo Former Member
Former Member

Invoice Plan

Dear All,

I am working on Frame work PO. I created one Frame work Po for serviced with item category D. But while clicking on invoice tab I am not able to see the Invoicing Plan icon. I checked customization settings in SPRO/MM/Purchasing/PO/Invoice plan but still not able to view the invoicing plan indicator while creating PO.

Best Regards

Lovkesh

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  • Best Answer
    author's profile photo Former Member
    Former Member
    Posted on Jan 09, 2007 at 11:37 AM

    Hi Lovkesh,

    You need to customize the following in spro for invoicing plan.

    Spro>MM> Purchasing>Under Purchase Order >Invoicing Plan in Customizing for Purchasing, you can maintain data such as the desired invoicing plan types, date categories, and date descriptions.

    Set the ERS settlement Delivery indicator in Vendor master also.

    Now you can create a PO with FO type and mention the acct assignmt

    Enter the item then Select the desired item and click Account assignments to access the account assignment screen. Enter the account assignment for this item.

    Click to access the item detail screen.

    Check that the GR/IR control indicators on the item detail screen. The indicators GR and GR-based invoice verification or Service-based invoice verification must not be set. IR must be set. You must set ERS if you wish to have Evaluated Receipt Settlement.

    Choose Item> Invoicing plan. A window appears, in which the invoicing plan types predefined in Customizing are suggested. Choose the desired invoicing plan type and click Continue.

    Hope this helps.

    regards

    Anand.C

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    • Former Member MURALIDHARA H.N

      Perfect Murali,

      Many thanks dear. I checked again in MRM1 and I found that I activated both CC and CC/Vendor. I deleted settings from CC/Vendor and now its working perfectly.

      Many thanks dear and full points go to you for solving the issue.

      I am working in Bangalore.

      Best Wishes

      Lovkesh

  • author's profile photo Former Member
    Former Member
    Posted on Jan 09, 2007 at 11:40 AM

    Please ensure that the following Prerquisite for Invoicing Plan is done before creating PO

    1. Vendor Master Record


    Before you can use the invoicing plan with automatic settlement, the Evaluated receipt settlement delivery indicator must be set on the Purchasing Data screen in the vendor master record. (If you wish to enter invoicing dates manually, this is not necessary.)

    2. Purchase Order



    SAP recommends using order type FO (framework order), i.e. a purchase order with a predefined extended validity period and a "reason for cancellation". The invoicing plan can adopt the validity period specified in the PO header.
    PO items for which you wish to use an invoicing plan must have account assignment irrespective of whether a material with a master record, a material described by a short text, or an external service is involved.
    The GR/IR control facility must be set up in such a way that no goods receipt (or, in the case of services, no service entry) is expected - only an incoming invoice. If you wish to have automatic settlement, you must also set the Evaluated receipt settlement indicator. If you nevertheless wish to allow service entry sheets for the item (e.g. for information purposes only), you must set the GR non-val. indicator.

    3. Customizing

    Under Purchase Order à Invoicing Plan in Customizing for Purchasing, you can maintain data such as the desired invoicing plan types, date categories, and date descriptions.

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