Invoicing plan,.

In invoicing plan is not an independent document type, but a type of purchase order. An
invoicing plan enables you to schedule the desired dates for the creation of invoices that
relate to the planned procurement of materials or services. The invoice plan is
independent of the actual receipt of the goods or the actual performance of the services. It
lists the dates on which you want to create and pay the invoices.

There are two kinds of invoicing plans;

1. Periodic invoicing plans;

The Invoicing plan is helpful for regularly repeated Procurement transactions like
Rental, and leasing.
In this example, you would use a periodic invoicing plan. This type of invoicing plan
ensures that the invoice dates are automatically generated when you create the
invoicing plan. The system calculates the dates in a way that the rent is paid at the
end of each month for the forthcoming months. You can specify in Customizing for the
invoicing plan type whether the dates are to be maintained manually or whether the
system puts forward date proposals according to the specified rules

2. Partial invoicing plans;

It is preferable in invoicing 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.

In a partial invoicing plan, you can indicate the dates for the down payments (billing
rule 4 or 5). The amounts for these dates are not included in the total of the invoice
items and are not automatically settled either. With a partial invoicing plan, the total
value of the purchase order item is split over the individual dates of the plan. This is
done either by percentage (billing rule 1) or by value (billing rule 2).

There are some prerequisites for invoicing plan;

1. AutoEvalGRSetmt Del. indicator must be set in the 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 the GR indicator and GR Non valuated Indicator should be set or not set
5. Account assignment is a must.
6. SAP recommends the Frame work order type (FO document type) in PO.
 Maintain vendor master for invoicing plan

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Step 1: Create a purchase order using the order type framework order.

Path; On the SAP Easy Access ➤ Logistics ➤ Material management ➤

Purchasing ➤ Purchase order ➤ Create
T code; ME21N

While creating po we need to maintain the prerequisite;

Tax code and Terms of payment must in PO

IR indicator and ERS Indicator must be set in PO.
Both the GR indicator and GR Non valuated Indicator should be set or not set
Account assignment is a must.
SAP recommends the Frame work order type (FO document type) in PO.

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Here we have the option to select the invoice plan according to requirement.
Here I am selecting the simple periodic invoice plan

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 Periodic invoice plan.

 Partial invoice plan.

In the partial
invoice plan we
have to mention
dates and payment
percentage

Save it.

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Step 2: Automatic settlement of the invoice.

Path; On the SAP Easy Access ➤ Logistics ➤ Logistics invoice verification ➤

Automatic settlement ➤ Invoicing Plan settlement.
T code; MRIS

This is a test run.

As you untick test run option, then invoice is posted.

Important Configuration steps For Invoicing plans:

1. Number range interval assigns to Transaction RD and RS.

Path; SPRO ➤ Material Management ➤ Logistics Invoice Verification ➤ Incoming
Invoice ➤ Number Assignment ➤ Maintain Number Assignment for Logistics Documents
➤ Transaction-Assign Number Range

2. Message Determination configuration is required for this action.

Path; SPRO ➤ Material Management ➤ Logistics Invoice Verification ➤ Message
Determination ➤ Maintain Message Types
T code; M806

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