CI Invoicing- Part3

light111CI  Invoicing- Invoicing Category 


In CI, the invoicing process flow depends on the parameters set -> Invoicing Process,  -> Invoicing Type and -> Invoicing Category which provides multi-level control to run invoicing as per requirement. 

The invoicing process enables which categories of source documents to be processed and also controls the process flow of different mandatory and optional invoicing functions.

The invoicing type enables to handle the properties of each invoicing unit. 

Using the contract account master data, the invoicing process flow can be controlled by using the invoicing category. 

The below post helps in depicting one use case of invoicing category.


 

Let’s look at to our earlier discussed in [ CI Invoicing- Part1 CI Invoicing- Part2  ] , invoicing process. It has one mandatory invoicing function.

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The invoicing process- TE has one mandatory invoicing function.

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Below is a CI billing doc. 

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Let’s create an CI invoice [ Tx- FKKINV_S ]  and to do this let’s process in Expert Mode.

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Select the Billing Doc.

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Execute-

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Here we have the invoicing function – which is mandatory. User can’t even select or deselect it.

Consider the case where multiple invoicing functions assigned to the Invoicing Process- like preliminary invoicing and real invoicing and then in export mode you want to decide which one to run and which not.

To achieve this we can make use of invoicing category, which is one of its use case among others.

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Now this time let’s make the invoicing function as  optional one in the invoicing process.

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But still when invoicing in export mode, user can’t select this as by default it is optional and now user can’t even select this optional invoicing function.

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To make it able to select/deselect the invoicing function(s), we can make use of Invoicing Categories.

Now let’s create an invoicing function.

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The Invoicing Category- TEL1

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Now let’s look into the invoicing type- 

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Select and choose Invoicing Process.

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Select and choose Invoicing Functions.

Earlier it was blank – means no invoicing category with invoicing function assigned here.

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Select new entries.

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Here assign the invoicing category and  assign the Invoicing Function and choose one of the activation scenario. Here we choose activation scenario-2 which means by default it is active and then we can deselect it.

While assigning the Invoicing Function to the Invoicing category, only those optional invoicing functions assigned to the invoicing process , can be found here. 

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Now save the settings.

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Let’s make the invoicing for the CI Billing Doc.

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Execute-

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Still there is no effect.

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The defined Invoicing Category must be assigned to the Contract Account.

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Assign the invoicing category to the contract account and save.

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Create a billing doc and the invoicing category is determined in the CI billing doc.

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Do single invoicing and execute in export mode. Choose the CI billing doc where invoicing category is determined.

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Execute-

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Here the optional invoicing function assigned to the invoicing process, now by default is selected and editable due to the settings in the invoicing type settings.

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We can select and deselect it. Here in this example we have only one invoicing function but when we have multiple invoicing functions setting, then it really makes sense to enable this settings to decide in the run time which one(s) to be executed.

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