Workflow for supplier invoice without purchase order - How to handle payment block

[Christopha]

Dear SAP gurus,

our customer would like to implement a workflow for supplier inovices without PO in a certain way:

1. When invoice is "Saved as completed", then the workflow should start. Once the worklow/invoice is approved, the open item should be not blocked for payments.

2. When invoice is "Posted" instead of "Saved as completed", then a payment block should be set (or it should not be possible at all to post an invoice via button "Post").

We struggle when it comes to the payment block. Either we achieve that an invoice is blocked for payment  - once it is posted (either via (1) --> WF approval or via (2) "Post"). Or we achieve that an invoice is not blocked for payment once it is posted (either via (1) --> WF approval or via (2) "Post"). We don't achieve to block an invoice for payments after clicking "Post" (or disable "Post" function") but not blocking it for payments after it is successfully approved via workflow.

We were reading the SAP help and having a look at SSCUIs 101098 and 101947 as well as app "Manage Workflows for Supplier Invoices", but we couldn't find a solution to this.

Does anybody of you has a solution to our customer's requirement?

Many thanks in advance!

Best regards

Christoph

[Vijayendra · Accepted solution]

Hello chackstedt_1493,

Refer to the below thread which handles the similar query you have raised;

https://answers.sap.com/questions/13248744/view.html

Best Regards,

Vijayendra

[former_member133189 · Accepted solution]

Hi Experts

How to restrict POST option for the initiator while working on Supplier Invoice workflow. Initiator should have access to Park/Save as completed options only and no POST option.

Thanks

Venkatesh

[Vijayendra · Accepted solution]

venkateswarlu_m

Role - SAP_BR_AP_ACCOUNTANT

Catalog - SAP_MM_BC_INV_PARK_PC (Park)

Catalog - SAP_MM_BC_INV_PROCESS_PC (Park/Post)

Make use of above catalogs.

[former_member133189 · Accepted solution]

Thanks Vijayendra for your advice, will check and get back after couple of days as we have client demo so don't want to change right now and check if my requirement is met.

Thanks

Venkatesh

[Vijayendra · Accepted solution]

venkateswarlu_m Yeah sure. Thanks.

[former_member132363]

Here are some SAP resources you may review based on your topic "handle | of | payment block | without po | supplier invoice without purchase order | invoice | workflow | supplier inovices"

2849511 - Supplier Invoices not triggering workflow multiple ...

You have activated flexible workflow for Supplier invoices, for the 'Blocked' or ... a Purchase Order via the APP 'Manage Purchase Orders'; Create a Supplier?...

https://apps.support.sap.com/sap/support/knowledge/public/en/2849511

Best Practices for SAP S/4HANA Cloud

Machine Learning for Monitoring of Goods and Invoice Receipts - Machine Learning ... Purchase Order Accruals - This process supports automatic calculation, review, ... Customer Payments - The scope item includes the integration between SAP ... the user to settle goods receipts directly, without an invoice from a supplier.

https://support.sap.com/en/product/best-practices-s4hana-cloud.html

Customer Influence Update (April 2019)

Apr 8, 2019 ... Restricting the ability to create a service purchase order without reference to a ... Analysis of workflow for supplier invoices with multiple steps required ... Outbound API for sending Payment file from S/4 HANA Cloud to Bank?...

https://blogs.sap.com/?p=389