Biiling (Proforma invoice)

Hello Gurus,
we have an issue, that is when we run VF04 we always see these 2 delivery documents due for billing even though the billing documents for these deliveirs were created many times.
It is the proforma invoice F8. That is the billing document for these deliveries. They are just the sample orders.
Even inspite of creating the proforma invoice these delivery documents show up when VF04 is run.
when I checked up in the delivery documents, in the billing status it shows not invoiced.
Is it the update program that is not updating the billing status properly in the delivery document when the proforma invoice is created for it.
I did check the other delivery document of sample order which had the proforma invoice ( same scenario as these two delivery documents). I tried to compare this with the two delivery documents that are showing up again and again in VF04.
I see that in the billing status of this delivery document it shows not relevant for billing.
Can you please help me out.
Thanks & Regards,
Siva

Hi,
Conceptually and real life scenario - Proforma invoice is used to declare cost of goods to custom department to estimate duties/levies or to collect advance payment from the buyer.
Proforma invoice is exactly the same as to Invoice.The difference is Proforma invoice is need not to be paid and system does not transfer data to FI(Financial accounting).No statistical data is created on the basis of Proforma invoice.
F8 is delivery related proforma invoice and you can create proforma invoice for same delivery you as many as you like.Good issue is not require to create Profoma invoice.
In case of sample orders -(delivery free of charge- order type FD)-invoice is not generated.In VOV8 -billing is not proposed.Hence system does not generate invoice.In Sample order/delivery account receivable does not increase but cost of sample order is added to sales promotion account or client suggested accounts.
Thanks,
Vrajesh

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We have used BAPI to flow Proforma Invoice Billing Qty & Revenue to CO-PA through KE21n. We have developed other CO-PA in ke35 to capture other proforma invoice billing qty & value field. But billing qty of proforma is also reflecting in other co-pa report. I cannot assign more than one sd biiling qty field in ke4m. Is there any way to flow this qty to co-pa other report. I tried KEDR but unable to derive the rule. For this report we have used record type z. is there any way to include this only record type z for proforma invoice reporting.
Kindly suggest.
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Hi Varsha..
We go with summarization level, when we want to avoid the message (related to "selection may take a while") that we get when opening the report and get the updated report online without delay.
Its OK anyhow nothing wrong in doing summarization level and moving to PRD.
I still wonder why the problem persists, when you have not used record type for the earlier FORM/REPORT. When we don't use specific record types, system has to consider all.
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I am facing a strange issue, user created Purchase order with some material X of 4 quantity, and he created the replenishment delivery for 1 quantity and without doing any Picking and PGI but system allowed to create proforma invoice with 4 quantity I checked the copy control config settings for Delivery and Proforma invoice all are maintained fine (viz., billing qty as D, copying req:311 and Data VBRK\VBRP:001)( Ichecked the change log for delivery but I didnt observed any chanes in delivery) .. strange to watch ........created the same scenario in quality but system doesnt allowed to create proforma invoice without PGI and picking(Just one month before quality is refreshed with Production).
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As already said, as per the standard the Performa Invoice do not check the Goods Issue status of a Delivery since it uses the Copying Requirement 009 in transaction VTFL.
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Dear Experts,
I have a case where the customer is indulged with the export sales & he had delivered the excisable goods to his customer (or we can also consider it under STO as one of the above case) & wants to arise a proforma invoice in context to this transaction with the delivery document being taken as the reference document in the billing screen VF01; where, as I have already mentioned that the PGI has been done. Now the problem is this that the billing document is not getting generated with an information log that, '_The invoice list cannot be determined_'. Now I am not able to understand that why this is happening? This was the delivery related with a single line item.
I went for changing the billing relevance field at VOV7 from 'A' to 'J' & even tried by changing the copying requirement from '010' to '311' at VTFL, from LF to F8 (as this is normally followed during the issue of free samples & subseqyent free of charge deliveries); but was not able to get the required output.
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M.S.Kumar.
Edited by: M.Santosh.Kumar on Jan 28, 2011 7:25 AM

1) The document flow is like this that between the two plants for e.g. 1000 & 1100 under the same company code the stock transfer needs to take place.
2) Plant 1000 is devoid of the required amount of stock, hence it raised an enquiry for the aforesaid amount of stock with plant 1100
3) Plant 1100 confirmed the availability of stock
4) Plant 1000 raised a purchase order with plant 1100
5) Plant 1100 raised the sales order for the required quantity of stock with plant 1000, & has done the PGI under delivery.
6) Now the plant 1100 wants to raise one proforma invoice with respect to the delivery of goods being done to the corresponding plant 1000 & one commercial invoice for the payments to be made.
7) The processing from raising the purchase order to the delivery of the goods to the respective plant has already being performed.
8) At the moment of creating the proforma invoice with billing type F8, the system is throwing an error message that it is not able to generate the billing document because of the reason that the invoice list date cannot be determined.
or else in the other way, in simple manner what needs to be done when simply the billing document is not getting generated in context to a delivery document because of the reason that the invoice list date could not be determined. Does this have to do anything with the POD time frame or the pricing conditions being defined under the pricing procedure which has not been followed upon while processing the sales order?
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M.S.Kumar.

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Can you please clarify me the following....
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Hi Anil,
Yes you can create Proforma invoice for the delivery after PGI even that delivery is relevant for POD.
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Hi All,
The problem is related to Line Item Quantity in Proforma Invoice which is explained with an example -
When we are doing Outbound Delivery for STO ( Stock Transfer Order ) we have the batch-split function where 2 line generates for a single line item material A in which in the first line no delivery quantity and value gets reflected and in the second line for the same material the delivery quantity gets reflected with batches. Then we save the order and done PGI. After that while doing the proforma invoice there also again the 2 lines appear for the single material A where the first line doesn't contain invoice quantity and value and show as 0pcs.In the second line for the same material it shows the invoice quantity with value. I want to remove this first line for the same line item from proforma invoice and want the system to generate only one line for the line item containing the invoice quantity.
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Thanks & Regards
Priyanka Mitra

check for your batch item cateogry,,, maintain the batch item cateogry setting same as it is ther in case of normal sale cycle. or what you can do ,,,copy your batch item cateogry and create a new batch item cateogry for your STO delivery .
i did it and it is working fine for me. please check the batch item cateogry and matain it the same way.
cheers

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Hi all,
I have a doubt , if i create an proforma invoice based on order, and after that i create delivery and billing, i cannot able to see the proforma invoice in the document flow of the particular order. pls guide me on this
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Kumi

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Goto VTLA, and check the UPDATE DOCUMENT FLOW in the copy control
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santosh

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Pls Reward points if it helps

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vimal

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Excise Invoice is created based on Proforma Invoice or
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(VF01 / VF02 / VF03) --> Excise Invoice (J1IIN)
You can find more info this here.
[Link|http://www.allinterview.com/showanswers/57937.html]
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Reji

Hello Friend,
If you want to have Pro forma Invoice with partial quanties then you need to have Billing Plan assigned to your Sales Order.
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regards

Hi ANtima & swamy
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