How do I enable Evaluated Receipt Settlement (ERS)? How do I automatically generate invoices from receipts against an order or contract?

First, have your Designated Support Contact (DSC) file a Case to enable:

• The site parameter Application.Procure.EnableERS
• The feature toggle SINV-6042 (ERS For Service Items) and site parameter Application.Procure.EnableERSForServiceItems, if you plan to use ERS with service items
• The feature toggle SINV-6433 (Allow Mix of ERS and Non-ERS Items on Orders), if you plan to use both ERS and non-ERS items on the same order
• The feature toggle SINV-8138 (Allow Mix of ERS and Non-ERS Items on contracts), if you plan to use both ERS and non-ERS items on the same contract

Then, enable ERS for the applicable supplier(s):

• In SAP-variant sites, set the column XERSY to X when running the import task Import Purchase Organization to Supplier Mapping (PurchaseOrgSupplierCombo.csv)
• In all other variants, set the column ERSAllowed (in Generic sites) or ERS_Flag (in PeopleSoft sites) to true when running the import task Import Suppliers (SupplierLocation.csv) or Import Supplier Location Data (consolidated file) (SupplierLocationConsolidated.csv)

Finally, create a contract request or requisition using this supplier.

When you create a requisition, set ERS Allowed to yes on the line item.

For contract requests, set the following:

• Release Required? = No
• Allow invoicing against contract = Yes
• Allow receiving against contract = Yes

Then, add a pricing term in the Fixed and Recurring Fees section with Auto Invoice set to Yes, or add a regular pricing term with ERS Allowed set to Yes. The cadence of the scheduled task which creates invoices automatically based on contract settings is fixed and cannot be altered based on customer's suitable time zones.

Please note that this functionality is only available for the Ariba Buying and Invoicing module.

Invoicing > ERS Invoices