How do I create a purchase order(PO)-based invoice?

To create a PO-based invoice, you must first locate the purchase order:

1. Go to the Workbench tab at the top of the page.
2. Click the Orders tile to view all orders.
3. Click Edit filter to expand the filter options.
4. Enter the purchase order number in the Order numbers field.
5. Select the Exact match ratio button below the purchase order number.
6. Click Apply.

Once you have located the PO:

1. Click the PO number to display it’s details.
2. Select Create Invoice > Standard Invoice.
3. Enter the Invoice Number, Invoice Date, and other header-level information about the invoice in the Summary section. All fields with an asterisk (*) are required.
4. If necessary, enter header-level taxes, shipping, special handling, and discounts.
5. Click on View/Edit Addresses in the Summary, Shipping, and Additional Fields sections to review or edit address details.
6. Enter any other information your customer requests in the Additional Fields area.

You can also add other elements such as payment terms, comments, or attachments by clicking Add to Header and choosing from the available options.

1. Ensure that your line items have the correct Quantity, Unit, Unit Price, and Subtotal.
2. In the Include column, if the toggle is grey, it indicates that the line item is not included. Click directly onto the toggle to ensure it is green, indicating the line item has been included.
3. Click on Update at the top or bottom of the page to update any calculated fields if you add or modify any amount or rate fields.
4. Enter or modify line item information for the invoice if necessary, and select Update again after you have made any changes.

Once you complete the previous steps, click Next at the top or bottom of the page to review the invoice before submission.

1. Review the invoice and make any final changes. (If you need to make edits, you are able to select Previous).
2. Click Submit.

If Create Invoice option isn't available on your PO, see Why isn't the Create Invoice option available on my purchase order?

If buyer instructs to modify Quantity, or Unit Price, etc on invoice, but if the item is not editable, it usually means that buyer system does not allow to edit it. Please contact to buyer.

To revisit your submitted invoice, see How do I find my submitted invoice?

Purchase Order Based Invoicing Process

Explore your entire journey in this business process:

SAP Business Network for Procurement & Supply Chain > Transaction Documents > Transaction (Invoicing)
SAP Business Network for Procurement & Supply Chain > Transaction Documents > Transaction (Purchase Orders, Ship Notices & Goods Receipts)