Invoice Split

[Former Member]

Hi,

Can someone explain the Invoice Split? What are the things involved in it? Interview related info would also would be very helpful.

Thank you.

[Former Member · Accepted solution]

Invoice Split:

When the delivery document is bifurcated or divided into multiple invoices it is called as invoice split. The invoice split may be due to different payment terms, bill to party, billing date etc.

Even if all the data is the same and if the delivery document has 2 line items , each line item can be billed seperately with individual invoice number.

There are system customizing needs which drive the split in SAP mostly, which could be

- Separation based on material group or profit center.

- If the header partners or data in the header fields are not identical, the system will automatically perform an invoice split.

- All header partners and header fields in the billing document can cause an invoice split

Regards

AK

Reward points if helpful

[Former Member]

If you want to guarantee that invoices are created separately according to certain criteria, you can do this by defining certain split criteria.

Prerequisites

In Customizing for copying control, you can specify requirements for splitting to prevent sales orders or deliveries from being combined into a collective billing document.

Features

As a rule, the system combines into one billing document all transactions for the same customer, default billing date and sales organization.

If data from the related reference documents differs in the header fields of the billing document, the system will automatically split the invoice.

An order contains terms of payment at header as well as item level. These are stored only at header level in the billing document, however. If there are different terms of payment in the reference documents, an invoice split will always be made.

If data from the related reference documents differs in the item fields of the billing document, the system does not split the invoice.

The order basis is stored at header level in the order and at item level in the billing document. The system does not split the invoice. If you require an invoice split, you must first define the appropriate split requirements in Customizing for copying control. Copying control depends on the following criteria:

Billing Document Type

reference document type (i.e. type of order, delivery or billing document on which the sales document is based)

item category in the reference document

You can also display a split analysis to discover why an invoice split has occurred.

You can call up the Split analysis function with the following transactions:

Billing document ® Change or Display.

Billing document ® Billing due list

To display the split analysis for one of these screens, proceed as follows:

Enter the number of the first billing document that you wish to compare.

Choose Environment ® Split analysis.

Enter the number of the second billing document which you wish to compare to the first in the dialog box.

Enter the billing document number and choose Continue.

The system displays the Billing document split analysis log. It is made up of three parts. The first shows the header partners and header fields which are different in the two documents while the second and third columns show the respective values for these fields.