Invoicing Plans: Periodic invoicing & partial invoicing

1. Periodic Invoicing:
Periodic invoicing is the procedure when there is schedule like payment can happen in some
organizations like, monthly plant rent or fixed service charges. in those cases SAP have this
beautiful solutions to them.

1. First we have to create the vendor master

Have activate both the Auto EvalGR Setmt

Don’t activate GR Based INV verif

Vendor 0010002001 has been created for company code SIEM purchasing organization SMPO

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2. Create Purchase order

Create Purchase order with document type FO- frame work order. System may ask for the
validity start & end date, we may enter, Account assignment category as K – cost center, order
unit as M- monthly bases, enter material group mandatory, Inv receipt & ERS should be activate,
tax code mandatory make sure the invoicing plan field may appear in invoice tab in item overview.

And in delivery tan deactivate

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Click on invoicing plan and select as periodic invoicing

Then it may shows 3 schedules as we mention validity from 25.07.2023 – 25.09.2023 & invoicing
dates, as shows below

Maintain the condition record for output invoicing in MRM1

Enter INS as standard output for invoicing

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I maintained for company code key combination & saved.

3. Invoicing settlement can be done in MRIS

Enter inputs & make test run first then remove and execute again to settlement

You can see vendor, material document, FI document along with PO doc

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Click on material document

Click Follow on document

Check the Accounting entries

Like this you can make invoice as per the schedule date mentioned in Purchase order invoicing tab
of invoicing plans this is Periodic Planning

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2. Partial Invoicing:
Partial invoicing is the procedure when there is schedule like payment can happen in some
organizations like, monthly construction site or service charges. In those cases SAP have this
solutions to them. You can devoid total cost into partially like 3000, 5000, 5000 or 6500 etc...

Repeat the procedure up to the Purchase order only you can change the partial invoicing in
invoice tab

Divide 30000 into 2 schedule as partially Like 17000 and 13000 for two months

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Maintain the condition record for output invoicing in MRM1 & Enter INS as standard
output same as above

3. Go to Settlement in MRIS

Click material document and follow on document to check the accounting entries & as shown
below you can make invoicing partially, which you scheduled in PO dates

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