**Subject:** How to keep Invoice Request in "To Be Invoiced" status and switch between Invoice/Credi

[byd]

**Subject:** How to keep Invoice Request in "To Be Invoiced" status and switch between Invoice/Credit Memo

Hello SAP Community,

I'm working with the ManageCustomerInvoiceRequestIn web service and have two questions:

**Question 1: How to prevent automatic Invoice creation?**

I need to create Invoice Requests that remain in **"To Be Invoiced"** status (not automatically converted to Customer Invoice) so I can manually edit them before creating the invoice.

**What I've tried:**
- `SettlementPriorityCode=2`: Still creates Invoice automatically (we don't use Down Payments)
- `SettlementBlockedIndicator=true`: Creates Invoice Request in "Blocked" status, which cannot be released
- `actionCode="04"`: Still creates Invoice automatically

**Question:** Is there an XML configuration to create an Invoice Request that stays in "To Be Invoiced" status without being blocked?

**Question 2: How to specify Invoice vs Credit Memo?**

What XML element controls whether an Invoice Request creates an Invoice or Credit Memo? I see `ReceivablesPropertyMovementDirectionCode` at item level:
- Code `1` = Decrease (Credit Memo)
- Code `2` = Increase (Invoice)

**Question:** Is this the correct way to specify Invoice vs Credit Memo, or is there a header-level setting?

**Sample XML (with sensitive data removed):**

```xml
<soap:Envelope xmlns:soap="http://www.w3.org/2003/05/soap-envelope" xmlns:glob="http://sap.com/xi/SAPGlobal20/Global">
<soap:Header/>
<soap:Body>
<glob:CustomerInvoiceRequestBundleMaintainRequest_sync>
<CustomerInvoiceRequest actionCode="01">
<BaseBusinessTransactionDocumentID>TEST001</BaseBusinessTransactionDocumentID>
<SettlementPriorityCode>1</SettlementPriorityCode>
<ProposedInvoiceDate>2025-11-17</ProposedInvoiceDate>
<ProposedDeviatingPostingDate>2025-11-17</ProposedDeviatingPostingDate>
<Name>Test Description</Name>
<BuyerParty>
<InternalID>CUSTOMER001</InternalID>
</BuyerParty>
<ProductRecipientParty>
<InternalID>CUSTOMER001</InternalID>
</ProductRecipientParty>
<AccountsReceivableDueItemTypeCode>ZR002</AccountsReceivableDueItemTypeCode>
<BillToParty>
<InternalID>CUSTOMER001</InternalID>
</BillToParty>
<BillFromParty>
<InternalID>COMPANY001</InternalID>
</BillFromParty>
<SalesUnitParty>
<InternalID>SALESUNIT001</InternalID>
</SalesUnitParty>
<PayerParty>
<InternalID>CUSTOMER001</InternalID>
</PayerParty>
<EmployeeResponsibleParty>
<InternalID>EMPLOYEE001</InternalID>
</EmployeeResponsibleParty>
<SalesAndServiceBusinessArea>
<DistributionChannelCode>01</DistributionChannelCode>
</SalesAndServiceBusinessArea>
<CashDiscountTerms>
<Code>1002</Code>
</CashDiscountTerms>
<PaymentControl>
</PaymentControl>
<PricingTerms>
<PricingProcedureCode>PPSTD1</PricingProcedureCode>
<CurrencyCode>KRW</CurrencyCode>
</PricingTerms>
<Item>
<BaseBusinessTransactionDocumentItemID>10</BaseBusinessTransactionDocumentItemID>
<ReceivablesPropertyMovementDirectionCode>2</ReceivablesPropertyMovementDirectionCode>
<Description languageCode="EN">Test Item Description</Description>
<Quantity unitCode="EA">1</Quantity>
<QuantityTypeCode>EA</QuantityTypeCode>
<PriceAndTax>
<PriceComponent>
<TypeCode>7PR1</TypeCode>
<Rate>
<DecimalValue>200000</DecimalValue>
<CurrencyCode>KRW</CurrencyCode>
<BaseDecimalValue>1</BaseDecimalValue>
<BaseMeasureUnitCode>EA</BaseMeasureUnitCode>
</Rate>
</PriceComponent>
</PriceAndTax>
<ProductTaxDetails>
<ProductTaxationCharacteristicsCode listID="KR">310</ProductTaxationCharacteristicsCode>
</ProductTaxDetails>
<AccountingCodingBlockAssignment>
<AccountingCodingBlock>
<AccountingCodingBlockTypeCode>ACC</AccountingCodingBlockTypeCode>
<GeneralLedgerAccountAliasCode>GL001</GeneralLedgerAccountAliasCode>
</AccountingCodingBlock>
</AccountingCodingBlockAssignment>
</Item>
</CustomerInvoiceRequest>
</glob:CustomerInvoiceRequestBundleMaintainRequest_sync>
</soap:Body>
</soap:Envelope>
```

Any guidance would be greatly appreciated!

Thank you,

[Adie]

Dear requester:

**Question 1: How to prevent automatic Invoice creation?**

Please check the KBA: 2389023 - How to Influence the Status of an External Invoice Request Created via the Web Service

https://me.sap.com/notes/0002389023

The SettlementPriorityCode influences the creation and release of an invoice from an invoice request.

• If the code 1 is selected, if the invoice request is consistent an invoice will be created and released immediately.
• If the code 2 is passed, the system will first check if a down payment request exists before invoicing the invoice request. If a down payment exists, the customer invoice request will be created with the status To Be Invoiced. If it does not the system will directly create an invoice and the External Customer Invoice Request will have the status Processed.
• If the SettlementPriorityCode is not passed at all the system will create the External Customer Invoice Request with the status To Be Invoiced.

**Question 2: How to specify Invoice vs Credit Memo?**

Please check the KBA 2181036 - When Invoicing External Customer Invoice Request a Customer Invoice is Created Even Though the Total Value is Negative

https://me.sap.com/notes/0002181036

In case, your request payload is modified as per the guidance, but still cannot created the invoice request properly, please create a case to SAP support, including the request payload, and the permission to test.

Thanks,

Adie

SAP Support

[byd]

Dear Adie, Thank you for your response and the KBA references. I tested by removing `SettlementPriorityCode` as suggested in KBA 2389023. The Invoice Request was successfully created in "To Be Invoiced" status without creating a Customer Invoice. Also, Credit Memo creation works correctly using `ReceivablesPropertyMovementDirectionCode=1`. However, **the Invoice Request created via web service is read-only in the UI.** I cannot edit any fields including discount percentage. **Background:** We have an open case regarding a known issue where discount percentages are not applied correctly when creating Invoice Requests with Text items (without Product or Service specification) via web service. As a workaround, we were considering creating the Invoice Request via API and then manually adding the discount in the UI before invoice creation. **Question:** Is there a way to create an editable Invoice Request via web service that stays in "To Be Invoiced" status? Or must we use a two-step API approach (create, then update via web service)? Thank you for your assistance. Best regards

[byd]

Dear Adie, Thank you for the KBA references. I tested the suggestions, and while I successfully created an Invoice Request in "To Be Invoiced" status by omitting `SettlementPriorityCode`, I discovered the Invoice Request is read-only in the UI. I then attempted a **two-step API approach** (create with actionCode="01", then update with actionCode="02") to add discount percentage after creation. Unfortunately, **this also failed for Text items**. **Test Summary:** **Step 1:** Created Invoice Request with actionCode="01" (no discount) - Result: Invoice Request created successfully in "To Be Invoiced" status - Discount field: Empty **Step 2:** Updated same Invoice Request with actionCode="02", adding discount via PriceComponent TypeCode 7PR6 - Result: Update returned success (no error), but discount still shows 0% in UI **XML snippet for Step 2 (Update):** ```xml <CustomerInvoiceRequest actionCode="02"> <BaseBusinessTransactionDocumentID>INVOICE_REQUEST_ID</BaseBusinessTransactionDocumentID> <Item> <PriceAndTax> <PriceComponent> <TypeCode>7PR1</TypeCode> <Rate> <DecimalValue>200000</DecimalValue> <CurrencyCode>KRW</CurrencyCode> <BaseDecimalValue>1</BaseDecimalValue> <BaseMeasureUnitCode>EA</BaseMeasureUnitCode> </Rate> </PriceComponent> <PriceComponent> <TypeCode>7PR6</TypeCode> <Rate> <DecimalValue>40</DecimalValue> </Rate> </PriceComponent> </PriceAndTax> </Item> </CustomerInvoiceRequest> ``` The discount percentage is silently ignored even in the update operation for Text items (items without Product or Service specification). **Question:** Is there any other approach to successfully apply discount percentages to Text items via web service? Both single-step and two-step approaches have failed. Thank you for your assistance.

[Adie]

Hi requester, I found you have already created a case for the same to SAP support and our engineer is working on your case. Kindly track the update and analysis from the case. Thanks, Adie