You can integrate the invoicing process, which runs in SAP Convergent Invoicing (SAP CI), with SAP Utilities (IS-U). In this way, you can invoice energy-related services and other services, which are billed using SAP Convergent Invoicing, using invoicing in SAP Utilities.

Prerequisites

For it to be possible to process a source document from SAP Convergent Invoicing in IS-U invoicing, you have to specify IS-U invoicing as the External Invoicing for the source document category in SAP Convergent Invoicing. To do this, you have to activate the target process IS-U Invoicing in Customizing for Contract Accounts Receivable and Payable, and assign the source document categories (if necessary, in combination with the related source document types), which you want to be processed in IS-U invoicing, to this target process.

You can only process CI billing documents, which result from the billing of billable items, in IS-U invoicing if this prerequisite is met: The billable item classes for these billable items must already be assigned to the target process IS-U Invoicing.

To be able to process a source document from Sales and Distribution (SD) without a sample document using IS-U invoicing, you have to use IS-U invoicing as the target process in SAP Convergent Invoicing.

To be able to process source documents from SAP Convergent Invoicing in IS-U invoicing, you have assigned an invoicing process that can process these source documents to the creation reason from IS-U invoicing. You can also assign alternative invoicing processes. In that case, you can select the invoicing process in the transactions of this creation reason.

Features

You can invoice the source documents from SAP Convergent Invoicing together with documents from IS-U contract billing and show them on a common IS-U invoice.

If you integrate SAP Convergent Invoicing, you can, in addition, invoice SD billing documents (without a sample document) with IS-U invoicing as source documents.

This graphic is explained in the accompanying text.

Integration of Invoicing in SAP Convergent Invoicing with Invoicing in SAP Utilities

Further processing of the source documents from SAP Convergent Invoicing invoiced in SAP Utilities takes place using the processes available in SAP Utilities, such as printing and reversing bills. You can monitor invoicing orders from SAP Utilities and SAP Convergent Invoicing from the SAP Utilities menu under Start of the navigation path Invoicing Next navigation stepExecute Invoicing Next navigation stepDisplay Invoicing Orders End of the navigation path.

Invoicing Order

During the creation of source documents that you want to invoice with IS-U invoicing, SAP Convergent Invoicing creates invoicing orders (table DFKKINV_TRIG). These invoicing orders are assigned to IS-U invoicing because the value ISU1 is entered for the Target Process attribute.

IS-U invoicing selects the invoicing orders, processes the source documents belonging to them, creates the print document, and then deletes the invoicing orders.

If you reverse the print document, the system recreates the invoicing orders for the related source documents for a new run of IS-U invoicing.

Invoicing Processes

Invoicing in SAP Convergent Invoicing is integrated in the following business processes of SAP Utilities:

  • Bill Creation

  • Partial Bill Creation

  • Joint creation of bill and partial bill

  • Budget billing request

  • Creation of a collective bill

  • Creation of an aggregated bill

You specify the rules for processing source documents in SAP Convergent Invoicing. You then have to assign the invoicing process defined there to the the creation reason of the IS-U invoicing process in Customizing. This invoicing process controls the selection of source documents and the execution of invoicing functions that are available as external invoicing as part of IS-U invoicing.

During bill creation, in addition to the print document, the system creates an invoicing document in SAP Convergent Invoicing, which you can print and reverse only in conjunction with the print document in SAP Utilities. In its document header, the print document stores the invoicing document number created in SAP Convergent Invoicing. The reverse is also true. The print document line items reference the invoicing document items of the document in SAP Convergent Invoicing.

Print Document Display

Using this function, you can display details for the individual items that result from the processing of source documents from invoicing in SAP Convergent Invoicing. Information from SAP Convergent Invoicing appears on the CI Data tab. Some fields of the invoicing document in SAP Convergent Invoicing are placed as header data; you can also navigate to the invoicing document display of SAP Convergent Invoicing. The invoicing document item from SAP Convergent Invoicing is displayed as a table.

You can also display the billable items that were processed in the print document during invoicing.

The system displays the source documents processed during invoicing of this print document on the appropriate tab. There is also a tab for the posting documents that were the result of invoicing with invoicing document type 7(Document Type from Integration with Convergent Invoicing).

Integration with SAP NetWeaver Business Warehouse (BW)

Updating of billable items to SAP NetWeaver BW takes place in SAP Convergent Invoicing. The extractor for sales statistics from SAP Utilities makes additional information available to BW from the source documents of invoicing that were created in Sales and Distribution (SD) or SAP Convergent Invoicing.

Activities

External Invoicing

You make the settings for external invoicing in Customizing for Contract Accounts Receivable and Payable under Start of the navigation path Convergent Invoicing Next navigation stepIntegration Next navigation stepExternal Invoicing End of the navigation path. Use the target process ISU1 provided by SAP.

Integration with SAP Convergent Invoicing

You make settings for the integration with SAP Convergent Invoicing in Customizing for SAP Utilities under Start of the navigation path Invoicing Next navigation stepIntegration with Convergent Invoicing End of the navigation path.

Analysis of Invoicing Orders

You analyze invoicing orders from the menu under Start of the navigation path Utilities Next navigation stepInvoicing Next navigation stepExecute Invoicing Next navigation stepDisplay Invoicing Orders End of the navigation path. You can also process invoicing orders directly in the output list. For more information, see the documentation for the program.

Print Document Display

You display the print document from the menu under Start of the navigation path Utilities Next navigation stepInvoicing Next navigation stepExecute Invoicing Next navigation stepDisplay Print Document End of the navigation path; enter the number of the print document you want to display.

Integration with SAP NetWeaver Business Warehouse (BW)

Activate the extraction of source documents of invoicing that were created in Sales and Distribution (SD) or SAP Convergent Invoicing in Customizing under Start of the navigation path Utilities Next navigation stepInformation System Next navigation stepBusiness Information Warehouse Next navigation stepData Transfer to SAP Business Information Warehouse Next navigation stepSettings for Application-Specific DataSources (PI) Next navigation stepUtilities Next navigation stepSales Statistics Next navigation stepDefine Specifications for Sales Statistics Extractor End of the navigation path

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