Standard Account Ariba® Network Supplier Guide Ariba User... · 2020-05-22 · From the home...

Ariba® Network

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© 2018 SAP SE or an SAP affiliate company. All rights reserved. 2Public

Invoice Information Invoice Methods Invoice Management

SECTION 7: Invoice Methods

Customer Specifications

Invoice Rules

PO Flip

Contract Invoices

Service Sheet Invoices

Credit Memos

Copy Invoices

Check Invoice Status

Invoice History


BP Invoice Requirements

The following requirements should be considered when entering / submitting invoices to BP:

1. Invoice Reference: Should be the invoice number generated from your financial system.

2. Invoice Quantity (Maximum of three decimal places): Although the system will allow you to enter invoice

quantities with multiple decimal places, BP can only accept and process quantities with a maximum of

three decimal places.


Review BP Invoice Rules

These rules determine what you can enter when

you create invoices.

1. Login to your Ariba Network account via

supplier.ariba.com

2. Select the Company Settings dropdown

menu and under Account Settings, click

Customer Relationships.

3. A list of your Customers is displayed. Click the

name of your customer (BP ).

4. Scroll down to the Invoice Setup section and

view the General Invoice Rules.

5. If BP enabled Country-Based Invoice Rules

then you will be able to choose your Country in

Originating Country of Invoice from the drop

down menu.

6. Click Done when finished.

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Invoice via PO Flip

To create a PO-Flip invoice

1. Click the Process Order button in the

PO notification (interactive email)

2. Click the create Invoice button

3. Invoice is automatically pre-populated

with the PO data. Complete all fields

marked with an asterisk and add tax

as applicable. Review your invoice for

accuracy on the Review page. If no

changes are needed, click Submit to

send the invoice to BP .

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Invoice via PO FlipHeader

Invoice is automatically pre-populated with the PO data.

Complete all fields marked with an asterisk and add tax as

applicable.

1. Enter an Invoice # which is your unique number for

invoice identification. This should be the invoice

number from your financial system. The Invoice Date

will auto-populate.

2. Select Remit-To address from the drop down box if you

have entered more than one.

3. Tax and Shipping can be entered at either the Header or

Line level by selecting the appropriate radio button.

4. You can also add information to the Header of the

invoice such as: Special Handling, Payment Term,

Comment, Attachment, Shipping Documents.

5. Scroll down to the Line items section to select the line

items being invoiced.

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Invoice via PO FlipAdditional fields

The Additional Fields section includes

optional fields such as Information only

flag, reference numbers, service

period dates, and Approver Email.

WARNING Do not set the “Information

Only” flag unless you have already received

payment for the invoice you are submitting.

Setting this flag will stop the invoice being

processed / paid in the BP system.

Note: Some fields might be required

by your customer. Check for fields

marked with an asterisk (*), and enter

information as required.


Invoice via PO FlipLine Items

Line Items section shows the line items from the Purchase Order.

1. Review or update Quantity for each line item you are invoicing.

2. Click on the line item’s Green slider to exclude it from the invoice,

if line item should not be invoiced OR click the check box on the

left of the item and click Delete to remove the line item from the

invoice. You can generate another invoice later to bill for that item.

3. Select the line item to which tax is to be applied using the Line

Item # checkbox. To apply the same tax to multiple line items

select those line items to be taxed at the desired rate.

4. To configure additional Tax Options within the Tax Category tool,

use the Configure Tax Menu option.

5. Check Tax Category and use the drop down to select from the

displayed options. Click Add to Included Lines.

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Invoice via PO FlipAdditional Tax Options & Line Item Shipping

To configure additional tax options click Configure Tax

Menu under the Tax Category drop down. Create new

tax categories and as needed.

1. Select the Line Item to apply different tax rates to

each line item.

2. Click Line Item Actions > Add > Tax.

Upon refresh, the Tax fields will display

for each selected line item.

3. Click Remove to remove a tax line item, if not

necessary.

4. Select Category within each line item, then either

populate the rate (%) or tax amount and click

update.

5. Enter shipping cost to the applicable line items if

line level shipping has been selected.

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Review Invoice Allowances and Charges

If Allowances and Charges are included in the PO, these

will convert to the Invoice at either Invoice Header or Line

Item Level based on where the information is on PO:

1. Header Allowance and Charges

2. Line level Allowance and Charges

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6. Additional information can be viewed at the Line Item Level by editing a Line Item.

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Invoice via PO FlipDetail Line Items

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Invoice via PO FlipLine Item Comments

1. To add comments at the line items select Line Items, then click at Line Item Actions >Add >

Comments.

2. Upon refresh or Update, the Comments field will display. Enter applicable Comments in this field.

3. Click Next.

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Having Problems?


1. Review your invoice for accuracy from

the Review page. Scroll down the

page to view all line item details and

invoice totals.

2. If no changes are needed, click

Submit to send the invoice to BP .

3. If changes are needed, click Previous

to return to previous screens and

make corrections before submitting.

4. Alternatively, Save your invoice at

anytime during invoice creation to

work on it later.

5. You can keep draft invoices for up to 7

days.

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Review, Save, or Submit InvoicePO-Flip Invoice

Note: In the even of

errors, there will be a

notification in red where

information must be

corrected


Invoice Against a Contract

To create a Contract Invoice:

1. From the home screen

within your Ariba Network

account, select the Create

dropdown menu and select

Contract Invoice.

2. Select “BP” from the

Customer dropdown list

and click “next” – select

“SAP” from the business

unit list and click “next”.

3. Complete invoice header

entry with all fields marked

with asterisk (*).

4. Click Header Actions to

add Header level Tax,

Shipping, Special Handling,

Discount, Comments and

Attachments

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Invoice Against a ContractHeader and Line Level Options

No Items Appearing?

To add Line items to the Invoice:

1. Click “Add Items” to access the contract

2. Search for / select he relevant items from the contract and

add them to your cart.

3. Click “Review cart” to review the line items and update

values / quantities

4. For material or Service items a quantity is required and the

unit price cannot be changed – for Expense, Fee or

Milestone items the amount charged should be entered.

5. Click “Add item” to continue adding items to the cart or

click “Done” to return the lines to the invoice

6. Add taxes to the lines (if applicable) and other information

as appropriate (required fields are marked with an (*).

7. Click “update” to refresh the total and check that all

mandatory information has been provided.

8. Click on “Next” to view a summary of the invoice

9. Click “Submit” to submit the invoice.

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https://uex.ariba.com/directnode/2578/SE



© 2016 SAP SE or an SAP affiliate company. All rights reserved. 16Customer

Invoice from a Service SheetLocate Approved Service Sheet

1. Click the Process Order button in the PO

notification (interactive email)

2. Click the Create Invoice button

Note: You will ONLY be able to create an invoice

against an Approved Service Sheet.

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Invoice from a Service SheetInvoice Header Information

Invoice information will

automatically pre-

populate from the Service

Sheet.

1. Complete all fields

marked with required

with an asterisk (*).

Enter your Invoice

Number. Invoice

date will

automatically

populate.

Note: Add to Header button allows for shipping cost,

shipping documents, amount details, special handling,

and additional reference documents and dates.

Comments and attachments may also be added at

header.

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Invoice from a Service SheetAdditional fields

The Additional Fields section includes

optional fields such as Information only

flag, reference numbers, service

period dates, and Approver Email.

WARNING Do not set the “Information

Only” flag unless you have already received

payment for the invoice you are submitting.

Setting this flag will stop the invoice being

processed / paid in the BP system.

Note: Some fields might be required

by your customer. Check for fields

marked with an asterisk (*), and enter

information as required.


Invoice from a Service SheetLine Item Details

Invoice information will

automatically pre-populate

from the Service Sheet.

1. Add line level

information, including

comments and

attachments, by

selecting the line and

clicking the Line Item

Actions button. The

screen will

automatically refresh

and you will be able to

fill in the detail.

2. Update each line item

as needed until all

items are complete.

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3. Click Next to proceed to review screen.

4. From the Review Screen, check your Invoice for accuracy. If there are errors,

click Previous to return to the Create Invoice screen and make corrections.

To submit to your customer after corrected, click the Submit Button.

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Create a Credit MemoLine Level Detail

To create a line level credit memo against an

invoice:



2. Click the Create Invoice button – select

Create Line-Item Credit Memo

3. Select your previously created invoice

4. Click the button on the Invoice screen for

Create Line-Item Credit Memo.

5. Complete information in the form of Credit

Memo (the amount and taxes will

automatically be negative). Make sure that

all required fields marked with asterisks (*)

are filled in.

6. Click Next.

7. Review Credit Memo.

8. Click Submit.

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Copy an Existing Invoice

To copy an existing invoice in order to create a

new invoice:



2. Open the existing invoice by clicking the

link under the Related Documents from

the PO View.

3. On the invoice click Copy This Invoice.

4. Enter an new invoice number.

5. For VAT lines, make sure the date of

supply at the line level is correct.

6. Edit the other fields as necessary.

7. Click Next, review the invoice, and save

or submit it.

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Check Invoice StatusRouting Status To Your Customer

Check Status:

If you configured your Invoice Notifications as noted earlier in this presentation, you will receive emails

regarding invoice status.

You can also check invoice status from the home page, or by opening the invoice by clicking the link

under the Related Documents on the PO.

Routing Status

Reflects the status of the transmission of the invoice to BP via the Ariba Network.

• Obsoleted – You canceled the invoice

• Failed – Invoice failed BP invoicing rules. BP will not receive this invoice

• Queued – Ariba Network received the invoice but has not processed it

• Sent – Ariba Network sent the invoice to a queue. The invoice is awaiting pickup by the customer

• Acknowledged – BP invoicing application has acknowledged the receipt of the invoice


Check Invoice StatusReview Invoice Status With Your Customer

Invoice Status

Reflects the status of BP ’s action on the Invoice.

• Sent – The invoice is sent to the BP but they have not yet verified the invoice against purchase orders

and receipts

• Cancelled – BP approved the invoice cancellation

• Paid – BP paid the invoice / in the process of issuing payment. Only if BP uses invoices to trigger

payment.

• Approved – BP has verified the invoice against the purchase orders or contracts and receipts and

approved if for payment

• Rejected – BP has rejected the invoice or the invoice failed validation by Ariba Network. If BP accepts

invoice or approves it for payment, invoice status updated to Sent (invoice accepted) or Approved

(invoice approved for payment)

• Failed – Ariba Network experienced a problem routing the invoice


Review Invoice HistoryCheck Status Comments

Access any invoice:

1. Click on the History tab

to view status details

and invoice history.

2. History and status

comments for the

invoice are displayed.

3. Transaction history

can be used in problem

determination for failed

or rejected

transactions.

4. When you are done

reviewing the history,

click Done.

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Standard Account Ariba® Network Supplier Guide Ariba User... · 2020-05-22 · From the home...

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Transcript of Standard Account Ariba® Network Supplier Guide Ariba User... · 2020-05-22 · From the home...