Invoice Plan

[Former Member]

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

[Former Member · Accepted solution]

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

[Former Member · Accepted solution]

Dear Anand,

I done the same settings previously but not able to see the invocing plan window in while creating frame work PO. I done all customizations yu have mentioned but still the window is not appearing.

Best Regards

Lovkesh

[Former Member · Accepted solution]

Try the following Procedure

Create a purchase order with the order type FO and an account assignment category. Click 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 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 are set correctly 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.

If you wish to have service entry sheets purely for information, for example, allow non-valuated goods receipt (i.e. select the GR non-val and GR indicators).

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.

You can use the following invoicing plan types:

Periodic Invoicing Plan

Partial Invoicing Plan

[Former Member · Accepted solution]

Hi Lovkesh,

Check whether u have ticked the GR non valuated indicator. It must be ticked also.

regards

Anand.C

[Former Member · Accepted solution]

Hi Anand,

I checked GR non valuated indicator but still that invocing plan indicator is not active. Do I need to check any other settings.

best regards

Lovkesh

[Former Member · Accepted solution]

Dear All,

Thanks for your help now I am able to create Po with Invoice Plan. I have two doubts:

(1) Is Po with invoice plan possible with Item Category D only?

(2) After Creating PO with Invoice plan and ERS ceheck active how we activate the invoice Plan? I follow follwoing step but not able to activate the invoice plan( Easy Access, SAP/MM/Logistics Invoice Verification/Automatic Settlement/Invoicing Plan Settlement.

But still not able to do the invoice settlement.

Best Regards

Lovkesh

[Former Member · Accepted solution]

Hi Lovkesh,

Invoice plan is mostly used in services like rental and leasing. But it is not a prerequisite for creation of Invoice plan. The main pre requisite is that the PO item should have account assignment

For automatic settlement please check whether u have maintained the following settings given in the link

http://help.sap.com/saphelp_47x200/helpdata/en/75/ee1fa755c811d189900000e8322d00/frameset.htm

Hope this helps.

Reward if u find it useful.

regards

Anand.C

[Former Member · Accepted solution]

Dear Anand,

Thanks for your help. I rewarded you the points. I gone to SAP help data but not able to create Settlement of account Due under Invoicing Plan. I create Framework PO with Invoicing plan as yu have guided successfully. Than I am not able to create the Invoicing Plan settlement. I can see the PO in that when I am trying to save it, it is not getting saved. Can you guide me any further steps.

Best Regards

Lovkesh

[Former Member · Accepted solution]

Hi,

Also I am getting an Error while doing invocing Plan settlement

Invoicing plan: No message was found for partner 3000000/company code NL1H

Best Regards

Lovkesh

[Former Member · Accepted solution]

Hi,

You need to create a condition record using T.Code - MRM1 and then try to settle.

regards,

Mallik

[Former Member · Accepted solution]

Hi Malik,

Can you please ellaborate the steps. I have created the Framework PO with Invoice Plan. Than I go to settlement of invoice plan and was getting error and if I create a condition record using T.Code - MRM1 than what are the steps I need to follow?

Best Regards

Lovkesh

[hnmuralidhara · Accepted solution]

Hi Lokesh,

Steps are as below;

(a) Create PO using transaction code ME21N using Framework order Type

(b) Don't tick GR Based IV

(c) Tick GR Non-Valuated

(d) Click Invoicing Plan icon and maintain the dates

(e) Go to MRM1 transaction code and maintain condition record for INS (One time)

(f) Go to transaction code MRIS

(g) First test run ....if you results are OK

(h) Remove test run indicator and execute

System automatically generate IV document

Hope this info will be useful.

Bye,

Muralidhara

[Former Member · Accepted solution]

Dear Muralidhara

I done the same thing

(1) T.code: MRM1 and maintained the condition records

(2) T.code: MRIS and while doing test ru I am getting error,

Invoicing plan: No message was found for partner 3000000/company code NL1H

Message no. M8447

Diagnosis

You are using an invoicing plan to invoice deliveries and services of business partner NL1H in company code 3000000. For the information of the vendor, a document is to be created using the message determination function.

System Response

If no message record was found for a partner because of the message control settings, meaning that no output message can be created, no invoice documents are created.

Procedure

In Customizing for Invoice Verification, check that the data for message determination has been maintained in such a way that an output message can be created for the vendors in the invoice document.

Execute function

If you want to settle without creating a document using message determination, you can switch off this message in Customizing.

How to solve this error.

Best Regards

Lovkesh

[hnmuralidhara · Accepted solution]

Hi Lovkesh,

(a) Go to MRM1 and select output type INS

(b) Select Key combination as Company Code

(c) Enter your compnay code

(d) Enter Funct i.e. Partner as VN (i.e. Vendor)

(e) Enter Medium = 1

(f) Enter Date / Time = 3

Double click and carry out following inputs

(1) Output device = Select your pritnter output name

(2) Click Print Immediately icon

Now...you must generate IV document using transaction code MRIS

Bye,

Muralidhara

[Former Member · Accepted solution]

Dear Muralidhara,

I done all settings mentioned by yourself but while using T.code- MRIS,

Vendor: 3000000

Purc. Doc: 4500001089

Item: 10

Information Text: Invoicing plan: No message was found for partner

3000000/company code NL1

Why it is showing this message in the information Text? I suppose because of this message the invoice Plan settlement is not generated.

Best Regards

Lovkesh

[hnmuralidhara · Accepted solution]

Dear Lovkesh,

If you have done it properly, then this msg should not come at all. Check all your settings once again.

Bye,

Murali

.

[Former Member · Accepted solution]

Dear Murali,

Thanks for your help. But in T.code- MRIS - Invoicing Plan Settlement, I filled company code details, vendor, clicking test run and execute the node. After that in the information text it is showing that No Message was found for partner. How to assign message to Company code or partner? I have made all settings which yu mentioned, still I am getting this error.

Best Regards

Lovkesh

[hnmuralidhara · Accepted solution]

a) Go to MRM1 and select output type INS

(b) Select Key combination as Company Code

(c) Enter your compnay code

(d) Enter Funct i.e. Partner as VN (i.e. Vendor)

(e) Enter Medium = 1

(f) Enter Date / Time = 3

Double click and carry out following inputs

(1) Output device = Select your pritnter output name

(2) Click Print Immediately icon

[Former Member · Accepted solution]

Dear Murali,

Many thanks for your help. I have done the settings using T.code MRM1 as yu mentioned below. Please try to understand now after that how system is behaving:

(1) T.Code- MRIS (Invoice Plan settlement): I enterred company code, Plant In Procession options I clicked test run option. Than I executed.

(2) Than inside it, showing the vendor, Purch. Doc, Item and in information text showing that Invoicing Plan: No message was found for partner and CC.

But we assigned the message for partner and CC using T.Code MRM1 as you told. Please correct me where I am wrong.

Best Regards

Lovkesh

[hnmuralidhara · Accepted solution]

Hope you have selected key combination CoCode only in MRM1 transaction code.

<b>Which version you are using?</b>

<b>Refer SAP Note No. 319155</b>

Bye,

Murali

Message was edited by:

MURALIDHARA H.N

[Former Member · Accepted solution]

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

[Former Member]

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.