Delivery and Proforma Invoice

Hi,
Could someone please tell me on how to create a proforma invoice aftre creating a delivery?
Or, in other words, I have created a delivery without reference to a sales order and now want to create a proforma invoice to go with the delivery. How do i do it?
Thanks and Regards,
Aditya

Hi,
You can create proforma invoive in the same way as the normal billing type.
Goto VF01 and select the billing type as f8.
Please dont forget to maintain the copy control for your delivery type and the Proforma billing type.This can be done in the transaction VTFL.
Reward points if it helps.
Regards
Karan

Similar Messages

DELIVERY TO PROFORMA INVOICE

Dear All,
Please help me getting this issue resolved.
I am creating a delivery and some pupose i need to create a proforma invoice against the same. But system is allowing me to create multiple proforma invoices against a delivery. Delivery type i am using is LF and proforma invoice is F8.
please help me resolving this issue as i wish to create only one proforma invoice for single delivery. system shouldn't allow to create multiple proforma invoices against a delivery.
Please help on urgent basis .
Thanks and regards
Amit

for example:
You can coding in program which name is LV60A010 and assign item's Copying requirements with 010 in copy control from D/N to Billing.
You can insert these codes below into top of program.
data l_vbeln like lips-vbeln.
select single vbeln
    into l_vbeln
    from vbfa
   where vbelv = lips-vbeln
     and posnv = lips-posnr
     and vbtyp_n = 'U'.
if sy-subrc = 0.
    message e000(zv) with 'You can't created another Proforma Invoice by such Delivery Note.'.
endif.

Invoice and proforma invoice

what is the difference between invoice and proforma invoice?

Hi,
Check the FKART field of VBRK table, there different types are maninted for invoice & pro forma inv.
For example: F2-invoive, F5- Pro Forma for Order etc.
Thanks & Regards,
Anagha Deshmukh

Restricting Changes in Delivery after proforma invoice is generated

Hi All,
I have a requirement where i would like to restrict certain changes in delivery document for which proforma invoice is created so that the final invoice remains in line with the proforma invoice.
for. example. change in item quantity, adding another items etc.
is there any configuration settings for the same?

Hello,
When do you create Proforma Invoice? After PGI or before PGI.
If you are creating Proforma after PGi then there is no issue as Delivery Cannot be changed after PGI.
If you are issuing Proforma Invoice before PGI then you will have to go for a Z-Development as there is nothing available in SAP Standard to fulfill your requirement.
Hope this helps,
Thanks,
Jignesh Mehta

Problem with deleted delivery and cancellation invoice

I have a problem. I have to resolve a cancellation invoice with error saying Missing Export Data. However, when i try to update this invoice, the fields to be updated are all shaded out meaning they cannot be changed. now the problem is, the delivery where the cancellation invoice retrieves its data shows a status of Archived. but when we tried to find it, it seems that it has already been deleted though the status shows Archived. I do not know how they have managed to delete this delivery with the Goods Issue still active, even with the Invoices. All I know is that the user who has deleted the delivery has made a mistake for this.
Can anybody please help me?

Can you please check the OSS note 908748. It may be of some help to you. The contents are pasted here.
Symptom
A cancellation document cannot be transferred to accounting because the system has issued error message VF 072:
'Document 90001234 has been saved (foreign trade data incomplete)'.
However, the underlying business process concerns domestic business and the invoice to be cancelled does not contain any foreign trade data.
Other terms
VF02, VF11, VF072, cancellation, EXNUM, incompleteness, export data
Reason and Prerequisites
Prerequisites:
This is a partial cancellation document.
When you create the cancellation document, you inadvertently branch to the foreign trade data and choose 'Set'.
Reason:
When you choose 'Set' in the foreign trade data, the system assigns an export number, which then results in an incomplete document because the other export data is missing.
Solution
Implement the attached correction.
There is no provision to take account of a cancellation scenario in which foreign trade data can be entered or changed.
This correction deactivates the ready for input status of the 'Set' button in order to prevent the system from inadvertently assigning an export number.
In this context, refer also to Note 354222.

Invoice and Proforma Invoice in VBRK

How to distinguish Invoice from Proforma Invoice in table VBRK?

Hi,
Check the FKART field of VBRK table, there different types are maninted for invoice & pro forma inv.
For example: F2-invoive, F5- Pro Forma for Order etc.
Thanks & Regards,
Anagha Deshmukh

2 Sales Order, 1 Delivery and 1 Invoice

Dear All,
Is it possible to configure 2 Sales Orders -> 1 Delivery -> 1 Invoice
If so how do we do it.
Kindly give inputs on the above issue.
Thanks & Rgds
Naveen

Hi Naveen,
It is possible to create from two sales orders to one delivery. From delivery to u can create an invoice.
If the customer allows orders to be combined, order are combined in the outbound deliverys combining items from different sales order is only successful if the items have several common characterstics Ex; same shipping point, date of delivery is due, same ship to party, route and incoterms.
Then finally with ref. to delivery u can create an invoice.
Regards
Sasi
Is it possible to configure 2 Sales Orders -> 1 Delivery -> 1 Invoice
If so how do we do it.
Kindly give inputs on the above issue.
Thanks & Rgds
Naveen

Multiple order of a one customer.Require single Delivery and single invoice

Dear Gurus,
I have a customer say 10005000 (xyz)
i have now n no. of orders from this particular customer of different material and diff. quantities.
e.g. Order no. 1000 have mat. A Qty.50, mat.B Qty.100, mat.C Qty.200 (Date: 01/09/10)
Similarly Order no. 1001 have D Qty.10, mat.E Qty.40, mat.A Qty.60      (Date: 03/09/10)
and so on
Now I want to create Single Delivery No. for 10005000 instead of individual deliveries.
how can i????
Or if i have multiple deliveries of a single customer and i want single Invoice no. against all deliveries.
Please suggest.
Harry

Now I want to create Single Delivery No. for 10005000 instead
   of individual deliveries. how can i????
Or if i have multiple deliveries of a single customer and i want
     single Invoice no. against all deliveries.
For both these questions, many times, it has been answered in this forum. Please put some efforts to search the forum.
thanks
G. Lakshmipathi

Outbound delivery and FI invoices

Hi Friends,
I have few questions can anyone help me with answers,
1.list of outbound deliveries including handling units which are not marked as a handed over to carrie
2. list of outbound deliveries lines which are not picked completely.
3. all FI invoice processed in a batch, how to identify as FI invoices .
Thanks in advance,
Roberts.K

Hi Roberts,
All FI invoices are nothing but accounting documents with a certain document type. You will find them all BKPF and you need to filter them out by the specific document types you are interested in.
Regards,
Srinivas

Proforma invoice is created for delivery without PGI in STO(Depot sales)

Dear Gurus,
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).
If anyone faced the same problem let me konw the solution ate the earliest.
Best Regards,
Kishore.SGR

Hi
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.
If you want your performa invoice to be created only after the PGI of a delivery, then use the Requirement 003 in Copying Requirement field for the combination of your Delivery Doc. and Billing doc. in transaction VTFL at Header level.
Regards
Amitesh Anand

Output type for Proforma Invoice for return delivery from delivery type RLN

Client require Output type Proforma Invoice for return delivery to vendor. As such return item category is not relevant for pricing so from delivery to proforma invoice can not have with p-ricing. I got quantity correct but pricing is coming Zero.
Client have ZPAC as packing list output type from delivery which shows quantity and pricing. So decided to use the same logic to pull pricing for proforma invoice from delivery.
Here delivery has standard output ZPAC as packing list with access sequence Z002 as Delivery Type.
I want to pop up output type for all return delivery so using access sequence with delivery type/vendor.
Vendor filed does not exist in delivery output type so brought that firld LIFNR.
It is assigned to procedure and maintained ZPRO output type for Proforma invoice. Asigned VV21 on front end.
Problem Still automatic output type ZPRO is not poping up. What type of access sequence will help me to pop up or what in configuration am I miising?
Appreciate help for solution at earliest.

Hi Padamsree,
I know Pricing & output very well. I need profomra invoice to be printed with quantity & value for return goods to the vendor. Pricing is associated with Item category RLLN for delivery type RLL which is return type delivery.
I need to have pricing in my Proforma invoice which is copied from delivery to billing document VTFL. Just check well how it is working in the system & if you know please answer so that it should be workable on the system. As theoretical answer may not be helpful. Appreciate for your time.
Thanks

Proforma Invoice and Invoice Released to account

Hi All,
I have typical scenario. My client is asking for this scenario. below is the scenario:
In SAP we will create proforma invoice. That proforma invoice should release to account. Only educational cess to be released to account. No other condition type should released to account during proforma invoice.
Secondly while creating the normal invoice, basic price and excise duty should released account. But education cess (Which is already released to account during proforma Invoice) should not released to account during invoice.
How to resolve this issue?
Regards
Ashis

Hi
In my view , you must make your client about Proforma Invoice.
Possibly, your client is meaning some thing else but using the terminology 'proforma invoice" only.
Make him understand that, Proforma Invoice is a dummy invoice against which no account posting is possible. It does not update the status in reference document. You can create hundreds of Proforma Invoice with reference to Sales order and Delivery document.
For, Delivery related Proforma Invoice,even PGI is also not required.
In the copy control the "Positive/negative quantity" field mustbe remain disabled for Proforma Invoice.
Even if you are trying to do with some enhancement, it will not be logical and lot of problem will be encountered .
Make the client understand the concept of Proforma Invoice and try to understand his actual requirement.

Proforma Invoice creation and changes to PI

Hi,
1. Can we create a proforma invoice with reference to a quotation in standard SAP ( hope not), if so how
to configure it if not how to do the developement ( using ABAP ).
2. Can we chage a proforma invoice once it is created , can we change the quantity and price of the items.
I request you to provide me the answers for my queries.
Thanks
Venkat.

Dear Venkat,
> 1. Can we create a proforma invoice with reference to a quotation in standard SAP ( hope not), if so how
> to configure it if not how to do the developement ( using ABAP ).
Here no need of ABAPer
For this requirement you can get through maintaining copy control settings between your quotation type and proforma invoice type F5.
You just copy the standard settings between OR and F5 through VTFA transaction then change the document types item categories to your document types and your item categories.
> 2. Can we chage a proforma invoice once it is created , can we change the quantity and price of the items.
Again it will depend upon the copy control settings between quotation and proforma invoice.
Billing quantity controlled by Billing quantity field at item level copy control settings.
Pricing controlled by Pricing type field at item level copy control settings.
I hope this will help you,
Regards,
Murali.

Create a delivery and invoice in the moment of the sales order.

Hi expert,
How it's possible to generate a delivery and an invoice when ordering VA01.
Thanks in advance.

Dear Omar,
What do you mean by Specific?
Can you explain a bit more, what you want to say, for my understanding?
Best Regards,
Amit
Note: Mean-time, you read one forum-thread:
Delivery from sales order
Various people have shared there views on to the same.

Delivry Challan/Proforma Invoice and Actual A/R Invoice Number sud b same

Hi.. Experts , Please read the following scenario :
my client wants to send the proforma Invoice to his customer at the time of delivery. He does not want to punch actual A/R Invoice at this stage reason some time his delivery gets rejected due to some reason. So he wants to be at safer side.
When the send goods is successfully delivered only then he wants to punch actual A/R invoice in the system with the same number of Proforma Invoice.
Solution I have given :
What I have done, I have prepared one more PLD named Proforma Invoice based on the Delivery document. the Number of this Proforma Invoice is based on manually entry number. when the goods is successfully delivered to the customer, Actual A/R Invoice with same Number (Proforma Invoice number) manually entered.
Please let me know whether this solution is suitable or not..
Regards
Rakhi

Hi Joseph
No there is no issue in document Number but I feel it would be bit tough to maintain document number manually in future because here I I have to punch A/R Invoice Number manully with the number of Proforma Invoice (delivery Document Number).
Lets say during delivery , the proforma Invoice number i punch is 3000 but this document number is not available for A/R Invoice. then how I will maintain this situtation ?
Regards
Rakhi

Delivery and Proforma Invoice

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