Concept of Invoicing plan in SAP

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The below i explained the concept of Invoicing plan and advantages of this.

Invoicing Plan : The concept of invoicing plan is preplanned or schedule the desire dates for
planned procurement invoices without receiving invoices from vendor.

So, In invoicing plan you don’t wait for invoices from vendor’s ,the system will generates invoices
automatically for scheduled dates.

In Po, system will creates the desired dates for the invoices with amount based on Valid from and
Valid To and invoicing plan type. For these Po’s there is NO GR. So, we also called as special type
of planned procurement for non- stock materials because the materials are non stock materials.
System will generates the invoices for Po scheduled dates automatically and Once release the
invoices payment will be done. It is also possible to enter the invoice for an invoicing plan manually.

Based On PO data system will creates invoices automatically. Invoicing plan is help ful to users, do
not wait each time for the vendor to submit an invoice for goods or services performed.

Invoicing plan is helpful for the regularly repeated Procurement transactions like Rental, leasing
and also for invoicing of highly invested material or projects involving the procurement of external
services that are to be subject to stage payments such as construction projects and building
projects.

There are two kinds of invoicing plan 1) Periodic invoicing plans

2) Partial invoicing plans.

Simple explanation, For Periodic invoicing plan – Payment of total amount effected at regular
intervals. Ex : Vehicle leasing ( payments monthly) , Ground lease

For Partial invoicing plan – Total amount paid in installments. Ex : Market

Survey total budget 2 lacs , 50000 is to paid upon completion of the initial analysis, 40000 after the
survey has been carried out, and the rest, amounting to 1,10,000,upon submission of the final
report.

Pre Requisites :

1) AutoEvalGRSetmt Del. indicator must be set in vendor master record.

2) Tax code and Terms of payment must in PO

3) IR indicator and ERS Indicator must be set in PO.

4) Both GR indicator and GR Non valuated Indicator should be set or not set

5) Account assignment is must.

6) SAP recommends the Frame work order type (FO document type) in PO.
Main advantage of invoicing plan is Automatic Settlement Option to generate invoices in background
on the relevant dates.
It is necessary to enter the valid start date, but it is not necessary to enter validity end date you can
enter later also.
The automatic settlement happens using transaction MRIS

Path : Material Management —-> LIV —-> automatic settlement —-> MRIS -invoicing plan
settlement.

Important Configuration steps For Invoicing plans :

1) Number Range should be maintain for document type RD and RS in OMRJ

2) Number range interval assign to Transaction RD and RS.

SPRO –> Material Management –> Logistics Invoice Verification –> Incoming Invoice –> Number
Assignment –> Maintain Number Assignment for Logistics Documents –> Transaction – Assign
Number Range

3)Once the Invoice is posted, the settlement documents are sent to vendor automatically in print,
email or fax form. The below mentioned Message Determination configuration is required for this
action.

SPRO –> Material Management –> Logistics – Invoice Verification –> Message Determination –>
Maintain Message Types

Out put type INS, you should configure for this output type.

You should maintain condition record

For out put type INS

For assigning smart form to out put type INS, SPRO –> Material Management –> Logistics – Invoice
Verification –> Message Determination –> Maintain Message Types

select INS and click on Processing routines in left side

assign Program RM08NAST to smart form .

Important points :

1) The account assignment category cannot be changed once you have created the item. Only the
detailed data dependent on the account assignment category, such as the specification of the cost
center in the case of account assignment category K, can be changed at any time.

2) The invoicing plan settlement run can be carried out either online or in the back ground.

3) Further information on Problem with invoicing plans can be found in Note 499523.