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Invoice Planning

Former Member
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hai ,

At present we are in new implementation ,my client have a godown (on rental) and they are paying the rent on 5th of every month .so we plan for periodical invoice planning .

So i gone through the SAP Help .but i didnt able to understand the control datas like

u2022 Horizon,

u2022 Dialog purchase order

u2022 Maintain the date category

kindly explain the partial invoice planning customization settings in will be more useful for our ongoing project.

thank you

with regards

Peter .

Accepted Solutions (1)

Accepted Solutions (1)

Active Contributor
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Horizon : It shows the system the day/days after which the invoicing plan will come into action...Suppose if your horizon is 1 day..then invoicing plan can start just after one day after you maintain your invoicing plan..

Maintain the date category : Date catagory is nothing but the format in which you wanna plan the may be day, hours, week, months etc...



Former Member
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Hai Priyanka ,

Thanks for your reply . can you explain me what all are the customization settings we have to do for Partial Invoice Planning in brief notes.



Answers (1)

Answers (1)

Active Contributor
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Hi Peter,

Refer the following points :

Following are necessary customizings and preconditions for using the Invoicing Plan functionality in SAP -

1) You must maintain the settings in Customizing for purchasing (for example, invoicing plan type, date categories, date descriptions, and date sequence proposals). The related path is IMG ---> Material Management ---> Purchasing ---> Purchase Order ---> Invoicing Plan ......

2) The Purchasing document with FO Document Type (Framework Order) must be used. This document type requires that a validity period be entered in the PO header. This specification is adopted in the invoicing plan, provided that this has been predefined in Customizing for the relevant invoicing plan type.

3) The purchase order item must have an account assignment.

4) The Logistics Invoice Verification must be used.

5) The vendor must have agreed to use the automatic invoice creation facility (since we will use automatic settlement to create the invoice). In this case, the 'AutoEvalGRSetmtDel.' indicator must be flagged in the vendor master record.

Furthermore, once Purchase Order is created with order type FO, ensure that the indicators for GR/IR control have been set correctly on the item detail screen. The Goods Receipt indicator may only be set in combination with the Goods Receipt Non-Valuated indicator. The Invoice indicator must be set. For the automatic creation of invoices, the ERS (Evaluated Receipt Settlement) indicator must be also set. A further prerequisite for automatic settlement is that a tax code must be entered in the purchase order.



Former Member
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hai Krishna Chaitan...

thanks for your valuable reply. kindly explain the Customization settings .

1. What is Date categories and why we have to maintain it?,

2.What is Date sequence proposals ?

3.What is Define Rules for Date Determination?



Edited by: peterchristopher on Jun 7, 2009 9:31 AM

Edited by: peterchristopher on Jun 7, 2009 9:36 AM