Mass output management - FI accounting

[Constant]

Dear Experts,

We have a requirement for our current client, who is using an S/4HANA Public Cloud package, to automatically generate forms to be sent via email to customers, based on FI invoices.

Is it possible to achieve this automation and mass management through the Fiori app "Output Parameter Determination" (please note that we are not using FI-CA)?

The requirements are as follows:

• Form generation must be automatic upon FI invoice creation.
• Mass form generation and sending are mandatory.

Best regards,

Constant

[Constant]

.

[BobShen · Accepted solution]

Hi Constant,

Yes, it is possible to achieve automatic form generation and mass management for FI invoices in SAP S/4HANA Public Cloud using the "Output Parameter Determination" Fiori app. Here's how you can meet your requirements:

1. Automatic Form Generation:

   • Use the Output Parameter Determination app to configure output parameters for FI invoices [1].
   • Set up the output type for email delivery and specify the appropriate form template [1].
   • Configure the system to automatically trigger form generation upon FI invoice creation [1].

2. Mass Form Generation and Sending:

   • Utilize the batch processing capabilities of the Output Management system [2].
   • Configure the dispatch time as "Send with periodically scheduled job" to enable mass processing [2].

3. Email Delivery:

   • Switch the output medium from print (Medium 1) to external send (Medium 5) [2].
   • Maintain email addresses in the customer master data (ADRC table) [2].
   • Update output condition records to use external send (condition type 05) [2].

4. Avoiding Email Spam:

   • Instead of sending individual emails for each invoice, set up batch processing to consolidate multiple invoices into a single email per customer [2].

5. Custom Templates:

   • If needed, you can register custom form templates using the Output Management Form Template app [3].
   • These custom templates can be associated with specific output parameters in the Output Parameter Determination app [3].

6. Segmentation:

   • You can configure output parameters to segment invoice distribution based on criteria such as plant, material, or other relevant factors [3].

By implementing these configurations, you can achieve automatic form generation upon FI invoice creation and manage mass form generation and sending through the Output Parameter Determination app in SAP S/4HANA Public Cloud.

[Constant · Accepted solution]

Dear Bobshen,

Thank you for your response.

I still have some questions regarding your comment about mass form generation and sending. You mentioned utilizing the batch processing capabilities of the Output Management system and configuring the dispatch time as "Send with periodically scheduled job" for mass processing.

I am working with FI correspondence and using the "Schedule Accounts Receivable Jobs" app. However, I cannot find an appropriate job template for correspondence type SAP21. Could you please provide more detailed information regarding the "batch processing capabilities" you referenced?

Best regards,

Constant

[Constant · Accepted solution]

Dear all, To close this topic, it is not possible to generate FI invoice correspondence via a mass processing. A customer influence request has been created here https://influence.sap.com/sap/ino/#/idea/331512