Billing document can not be posted

Question

Good night all,.
We have a problema, we need to define a biling type wich can not be posted, it means, this billing type wont need to execute the option to release to posting document, because will not have any accounting document,. so it will not appear in VFX3 transaction if is not posted.
Where i define this on the configuratio? inside the billing type customizing? some field define this?
thanks a lot.
Regars
GMS LTDA

Answer 1

Hi Marcos,
I feel using Proforma Invoice is not a wise decision. In future, if you want that Billing document to posted to Accounting, it is not possible with Proforma Invoice. Instead you can use any Billing document type for your scenario and you can very well block the Account Posting of that Billing document by doing a Configuration Change in that Billing document type.
Go to T. Code - VOFA:
There select your Billing Document Type. In details screen, you can see General Control Section. There is a Checkbox "Posting Block". This Checkbox indicates whether the system blocks automatic transfer of the billing document to accounting.
To block automatic transfer of the billing document to accounting, mark this checkbox.
In future, if you want to release this blocked documents, you can manually transfer blocked billing documents to accounting by selecting: (VF02) Billing -> Change -> Release accounting.
Even you can release many Billing documents using Transaction VFX3.
Hope this will help you out.
DRK.