Purpose
Use this procedure to create a customer invoice.
Trigger
Perform this procedure when a product or service has been provided to or requested by a
customer. A customer invoice needs to be created or posted in the system. The invoice
may be made from an interface or input manually. Accordingly, a physical hard copy of the
invoice may be printed and sent to the customer, if it was created in SAP.
Prerequisites
Before beginning this task obtain the following information:
• Type of transactions (Invoice or credit)
• The customer number
• The document date
• The posting date
• The amount of the invoice or credit
Menu Path
Use the following menu path(s) to begin this transaction:
• Select Accounting Financial Accounting Accounts Receivable
Document entry Invoice to go to the Enter customer invoice: Company code
COPA screen.
Transaction Code
FB70
Helpful Hints
Review the following:
• Select the BACK icon to return to the Enter customer credit memo: Company
code COPA screen
• To assist in data entry, the user may set a screen variant
• This may be done by moving the fields located in the Line item screen section to
the appropriate locations and selecting the TABLE SETTINGS icon
• The user will need to enter a name for the variant in the Table settings, maintain
variant screen section, in the variant field
Each time the user performs the FB60 transaction the line items previously
selected will default.
• The TREE ON button: select this button to view the possible screen
variants, account assignment templates and held documents
• The TREE OFF button: select this button to close the Tree on screen
section.
Only the user who put the transactions on hold can access the held documents.
• If user does not know all the details required to post the customer invoice, use the
park customer invoice functionality by selecting the PARK button
• After completing the required fields on the Basic data tab, the
Customer Address screen section will appear, user may select the DISPLAY
CUSTOMER icon to view the Display Customer Master screen (transaction
FD03). The OLS button will take the user to the
Customer line item display screen (transactions FBL5N)
• R/O/C/D indicates a field is required, optional, conditional (dependent upon another
selection) or the information defaults (based on previously entered information or
system configuration)
Procedure
The Tax tab will not be used for customer invoice entry.
Tax amount O Amount that is posted as input tax, output tax or withholding
tax, for example, and sent to the tax authorities.
Text R Free form text for the document that contains explanations or
notes that apply to the document as a whole.
D/C R Debit/Credit
Bline date D Date to which the periods for the cash discount deadline and
the due date for net payment refer. This is the case for line
items in open item accounts. For line items in G/L accounts,
the item is due immediately on this date because there are no
cash discount specifications.
Dunn. area D Used to indicate which dunning strategy to be used for the
invoice. Standard Commonwealth dunning strategy will be
used. However, according to the type invoice the dunning
strategy can be changed.
Dunn.block O Key which reflects the reason for a dunning block indicator.
Enter a dunning block reason if the credit memo should not be
dunned; otherwise leave blank.
Field Name R/O/C/D Description
Item long text O Free form text for the document that contains explanations or
notes that apply to the document as a whole.
User may also select the HOLD button to hold the document or select
the PARK button to park the document.
Enter customer invoice: Company code COPA
The system displays the message, "Document 18XXXXXXXXX was posted in
company code COPA."
Enter customer invoice: Company code COPA
13. Select the YES button to return to the SAP Easy Access screen.
Result
You have successfully completed the transaction Enter Customer Invoice (FB70).