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Invoice Management System (New) ( RELNEBP_55_IMS2 )
rdisp/max_wprun_time - Maximum work process run time ROGBILLS - Synchronize billing plansThis documentation is copyright by SAP AG.
Short text
Invoice Management System (New)
Use
As of SAP SRM 5.0, the Invoice Management System provides you with a central point of access for all incoming invoices. Invoices can be entered by means of XML and Electronic Data Interchange (EDI). Invoices can also be entered manually. If errors occur when invoices are posted, one or more exceptions are generated and the invoice appears in the Invoice Monitor.
To use the full functions of the Invoice Management system you need to have a backend system that is at least ERP 2005.
Invoice Monitor
In the Invoice Monitor application, you the accountant can display incorrect invoices and trigger/monitor their further processing.
You can forward the invoice by e-mail (with an interactive form based on Adobe) to another user or to the vendor, or you can solve the problem yourself. Any changes or additions that are made and sent back in this interactive form are copied into the system. As soon as all exceptions have been clarified, the invoice can be posted.
The following exceptions are available:
| Duplicate invoice | The invoice in question has already been posted. |
| Missing external information | External information is either incorrect or incomplete. |
| Missing goods receipt | A goods receipt has not yet been confirmed. |
| Missing internal information | Internal information is either incorrect or incomplete. |
| Other errors | Errors have occurred that prevent further processing. |
| Price variance | The price or value variance exceeds the tolerance limits. |
| Quantity variance | The quantity variance exceeds the tolerance limits. |
| Tax variance | The difference between the calculated tax and the sent tax is too big. |
| Incorrect reference | The reference is not correct. |
| Approval overdue | Approval of the invoice is overdue. |
In the IMG activity Define Exceptions, you specify which error messages result in which exceptions. You can also deactivate individual exceptions here.
Enter Invoice/Credit Memo
In the Enter Invoice/Credit Memo application, you the accountant can now also go to the Exceptions tab page to check if any exceptions have been generated for the invoice in question. By choosing the Details icon, you can navigate directly to the Invoice Monitor.
You can also lock an invoice so that the data you enter is not overwritten by others.
Provided the tolerance limits you have specified permit this, you can accept variances directly for the exceptions involving price variances, quantity variances, and tax variances.
Settings for Invoice Monitor
In the application Settings for Invoice Monitor, you the accountant can make settings for each exception directly on the user interface. For example, you might make a setting that ensures that a notification e-mail is sent automatically when an exception occurs. You would also specify who this e-mail should be sent to. Similarly, you might specify when an invoice is considered a duplicate for the Duplicate Invoice exception.
Exception Status
The exception status shows the current state of processing for an exception.
The following statuses are displayed for exceptions in the Invoice Monitor:
- New
- Waiting for preceding document
- Forwarded internally
- Forwarded externally
- Being clarified
- Rejected
- Clarified
Effects on Existing Data
Effects on Data Transfer
Effects on System Administration
Effects on Customizing
The following Implementation Guide (IMG) activities are relevant for the Invoice Management system:
Further Information
General Material Data CPI1466 during Backup
This documentation is copyright by SAP AG.
Length: 5559 Date: 20240603 Time: 093000 sap01-206 ( 77 ms )
