2562573 - Customer Invoices from Project Invoice Requests not Sent for Approval

You notice a difference in how Approvals for Invoices are processed depending on how they were created: Manual Customer Invoice creation or Customer Invoice coming from a Project Invoice request. For Manual Invoices, the approval process is triggered as expected however, for Customer Invoices coming from a Project Invoice request, the invoice is submitted automatically. You expect that any Customer Invoice should be sent for Approval first.

SAP Business ByDesign

Prerequisite: In Business Configuration, you have scoped Approval for Manual Customer Invoicing by answering Yes to Question: Do you want to set up approval process for manual customer invoices and credit memos?

1. Go to the Customer Invoicing work center.
2. Go to the New Manual Invoice View in Common Tasks.
3. Fill in the relevant information.
4. Save the invoice and release it.

Customer Invoice ABC is created (ABC stands for the manually created Customer Invoice).

Based on the defined scoping, it is sent for Approval and an Approval task is created.

1. Now, go to the Project Management work center.
2. Navigate to the Invoice Preparation view.
3. Select the Not Invoiced Time and Expenses.
4. Select the Project DEF (DEF represents the Project ID).
5. Select Create new project invoice request, fill in the relevant information and save it.

Project Invoice Request XXX is created (XXX represents the Project Invoice Request ID) .

1. Return to the Customer Invoicing work center.
2. Open the Invoice Request view and search for Project Invoice Request XXX.
3. Click on the Invoice button.
4. Save and Release your Invoice.

Your Customer Invoice is not submitted for Approval and is released immediately.

This is the expected system behaviour. There is no Approval Processes for Customer Invoices other than when created manually. Hence, a Customer Invoice created from a Project Invoice Request which is part of the automated invoicing process is not sent for Approval.

If you require Approval for all Business Processes ending in Customer Invoicing, you can set up Approvals earlier, on the Sales Order, for instance so that you can control the information that is derived on the Customer Invoice.

The following documents can help you understand the system behaviour when handling Approvals on Customer Invoices:

KBA: 2489387

Help Documents:

Approval for Manual Customer Invoice and Credit Memo

Project Invoice Requests Quick Guide

Create a Project Invoice Request for a Customer Project.

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