Billing Relevance in item category

Hi All,
I have to create a proforma invoice immediately after sales order is created for the item with  item category TAN.
1. Now when I am trying to create a proforma invoice F5 for sales order in VF01 the system allows me to do so which should not happen since billing relevance for TAN is A i.e. delivery related biling document.Please let me know why is this happening.
Item category billing relevance determines whether an invoice is to be created from an order or delivery then how come this is being allowed.
2. lso, since I need to create a proforma invoice after sales order then do I need to change the item category to say ZPRO with billing relevance as D and then create proforma invoice.
Once proforma invoice is created then again change the item category back to TAN, create delivery and bill.
Is this the right procedure or there is some way to do it.
Thanks and Regards
Gaurav

system allows me to do so which should not happen
If you have maintained VTAF copy control for sale order to proforma, then system will allow.  Check whether you have maintained.
since I need to create a proforma invoice after sales order
Here I am not clear.  When in first statement, you say it should not happen here you say you need to create.  Please note if you want to create proforma against sale order, you need to maintain copy control as suggested above and also you need to maintain commercial invoice type to your delivery in VTFL, so that system will allow you to create both proforma and commercial invoice.  No need to change the item category which is not standard.
thanks
G. Lakshmipathi

Similar Messages

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    Hi All,
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    Copying requirements: 002 (Item/Order Related)
    Data VBRK/VBRP:      001 (Invoice Split - Sample)
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    Delivery document has already been created for this item. Am I missing something?
    Thanks,
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    hi,
    pl enter the billing doc type in the field for order related billing in the sales order document type overview.
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    CHEERS

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    Hi Experts,
    Error message in creating billing
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  • Billing Error - The item is not relevant for billing

    Hi,
    we face a problem when creating billing document which the error said "The Item is not relevant for billing"
    Check the item category from original SO, the Item category is set "billing relevant".
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    In two areas you need to check.  They are
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  • Item category in billing document

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    Hi
    Could someone please let me know the main purpose of item category in billing document.
    Item category in billing document is for information only
    Like Item category in sales order ( T Code VOV7) Item category in delivery ( T code ZERO VLP) the Item category in billing document doesnot have any control functions
    Upto billing Item category has control functions but not in billing or after billing
    what is the use of having pricing in the delivery document.
    There can be some scenarios where a freight cost is calculated from delivery document not in sales order
    For such scenarios we configure a PP with additional condition types and assign in the delivery doc type so that at delivery we get price
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  • 0040000240 000010 Item category MSSC ZWVN cannot be invoiced with billing

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    Hi
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  • Billing Relevance Vanishes

    Hello,
    I created a sales order with Item Category TAN (ZTAN in my project) and billing relevance as "M". I created delivery and suddenly billing relevance vanishes in the sales order. Could you please provide me the solution please?
    Thanks,
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    hello, friend.
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    if batch of a material is determined in the delivery, the main line item will have delivery/picking quantity 0 and the sub-items representing the batches as delivery/picking quantity relevant.  this is replicated in the billing document if billing relevance A is used.
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    if you are not using batch determination, perhaps the use of M is not appropriate. 
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    regards.
    Edited by: jonathan y on Jun 5, 2009 12:39 PM
    Edited by: jonathan y on Jun 5, 2009 12:41 PM

  • Item category group for Sales of Nonstock Item with Order Specific Procurem

    What will be the item category & group for the material for Sales of Nonstock Item with Order Specific Procurement.So that purchase requestation is created

    Hi
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    The indicator 'E' will make sure the Stock will be procured only against the particular sale order and it will be delivered only against this sales order. Apart from this there are few more thing need to be done with the Schedule line level
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  • Item Category Usage query

    Hi Gurus
    Please tell me how item category usage is getting assigned to a material?
    We define item category usage...
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    Regards
    Murali

    hello, friends.
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  • What to do if item category is not relevant for Intercompany billing?

    Hi,
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    Edited by: Eric Van Zundert on May 2, 2009 10:42 PM

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  • Item category fields: Pricing & billing relevancy..

    Hi Experts,
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    If item relevant for billing means system relevant for pricing as well.
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    Hi
    Billing Relevence means order related billing or delivery related billing and so on
    Means whether the sales order is taken as a source doc for billing or delivery doc is taken as a source doc for billing and so on and accordingly copy controls are set
    Billing relevence means pricing also is there
    why separate fields
    Both of them have different controls
    Pricing means whether it is standard pricing(normal pricing),No pricing,or 100% discount like these entries are defined
    Say TANN it is not relevent for billing but pricing is B that is 100% discount
    It means when the sales order is created when an item is created free of charge the system determines the pricing for that item and makes it a 100% discount thro condition type R100
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    For free item also involves manufacturing cost or procurement cost which the client parts as a sales promotion so he need to know the values
    When this item cat TANN comes for billing it is not billed because billing relevence is kept blank
    Pricing here controls what is going to be the pricing  in sales order not in billing doc
    Regards
    Raja
    Edited by: ramanathan raja on Dec 2, 2008 3:24 PM

  • Item category Billing Relevance

    Hi All
    Can i exactly understand what is the exact impact on the system for the Billing relevance in the item category?
    If I set it as 'B' -Relevant for order-related billing - status according to order quantity
    If I set it as 'C'- Relevant for order-related billing - status according to target quantity
    I could not understand the impact of the Billing status.
    Lets say for eg. If I raise an order for 10 Nos. & deliver 8 Nos & bill what would be the status of billing if I choose "B" & what would be the Billing status if I choose "C".
    Looking for your feedback
    Thanks & Regards
    Aravind

    HI there,
    Option B: Relevant for order-related billing - status according to order quantity
    Billing is based on the sales document. The requested delivery quantity determines the billing status.
    Item categories REN (Returns) and BVN (Cash sales items) are set up with billing relevance "B" in the standard system.
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    Item categories G2N (Credit memo) and L2N (Debit memo) are set up with billing relevance "C" in the standard system.
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    Regards,
    Sivanand

  • Billing Relevance A & M in Item Category.......

    Hi
    Could anyone explain the difference between the billing relevance A & M in item cat definition.....
    Thanks in advance.....
    S.Kumar

    Dear Kumar
    Billing relevance description is as follows,
    A: Relevant for delivery-related billing documents
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    M:Delivery-related invoices-no zero qtys (incl main batch itm)
    Which means In Delivery the batches are determined automatically based on the delivery quantity.if you have  batch split. then when you are creating invoice it is copying the line item with zero quantity also to prevent this you can make use of billing relevance.
    Regards
    Sathiyavel.K

  • Service item Category and pricing relevance

    In regular sales contexts Item categories can be customized for Pricing relevance and billing relevance.In Service context there are no such settings for Pricing and billing relevance.
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    Hi Rani,
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  • Change billing item category

    Dear Experts,
    How to change billing item category in sap? We want to change SD Doc Item Category as M for order related billing document.
    Regards
    BK GAIKWAD

    Hi,
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