Invoice Plan

SAP – MATERIAL MANAGEMENT

WHAT IS INVOICE PLAN

– Invoice Plan is planned or scheduled invoice from a purchase.

– We no need doing goods receipt (GR) when we already used Invoice Plan.

Because of that, Invoice Plan suitable for non-stock material.

– System will automatically generate invoice based on date at Purchase Order

(PO).

– Invoice Plan very helpful for user, their no need to wait vendor sent the invoice

and make the invoice based on that.

– Invoice Plan very helpful for procurement like rental.

TYPE OF INVOICE PLAN

– Periodic Invoice Plan

Payment of total amount effected at regular intervals

Example: Car Rental (Payments Monthly).

– Partial Invoice Plan

Total amount paid in installment

Example: Total amount 1000 USD, first payment 300 USD when work started,

400 USD when work already 50 % and 300 USD when work finished.

HOW TO WORK WITH

INVOICE PLAN (1)

– AutoEvalGRSetmt Del. indicator must be set in vendor master record.

HOW TO WORK WITH

INVOICE PLAN (2)

– Create PO with Type Framework

– Invoice Receipt indicator and ERS indicator must be tick

– Tax Code must be filled

– Account assignment is a must (because non stock material)

HOW TO WORK WITH

INVOICE PLAN (3)

– Validity Start and Validity End affected at Invoicing Plan

– Click Invoicing Plan to fill the type of invoice plan (ex: using Periodic Invoice)

HOW TO WORK WITH

INVOICE PLAN (4)

– Using T-code MRIS for Invoice Automatic

HOW TO WORK WITH

INVOICE PLAN (5)

– Click Invoicing Plan to fill the type of invoice plan (ex: using Partial Invoice)