Delivery - Proforma - Invoice

Hello Experts,
During requirement gathering we propose order related billing for Proforma,but the problem is some of the data which require for proforma output is capturing from outbound delivery.also user wants to create proforma with reference to delivery.
my question is - is it possible to create proforma with reference to delivery without dng PGI and then billing document from the same delivery nos.
Can one proforma and invoice generated from one delivery nos.???
Kindly suggest.
Thanks
Shri..

Hello,
Yes, we can do this in SAP Standard.
Infact this is the process normally followed in many industries, specially where advance payment is required.
You can create a Proforma Invoice from Delivery Document before PGI & then create actual Invoice after doing PGI.
For Proforma Invoice before PGI you have to do the following setting:
IMG - Sales and Distribution - Billing - Billing Documents - Maintain Copying Control For Billing Documents - Copying control: Delivery document to billing document
Here select your Delivery & Billing Type & at Header Level in Copying requirements insert routine 11 - Head.dlv-rel.w/o GI.
No other setting is required for Delivery to actual Invoice.
Hope this helps,
Thanks,
Jignesh Mehta

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Stop PGI reversal after proforma invoice

We have encountered a strange problem, in which transaction sales order-delivery-proforma invoice-excise invoice was completed. commercial invoice was not posted. But some user reversed the post goods issue and deleted the delivery item. This way even document flow got deleted. Now it became difficult to understand whether physically goods was delivered to the customer or not.
System should not allow reversing of PGI, if proforma invoice is already done. Otherwise any employee with malicious intentions can physically issue the material and can later reverse the PGI and delete the delivery item. So there wont be any pending delivery for commercial invoice.
Please tell me any standard routine which can prevent reversal of PGI after proforma invoice. Else the logic or place for the coding of new routine
thanks

Dear Roy,
Fyi, Excise invoice always cant be against Pro-Forma Invoice. It can be wrt: Commercial Invoice.
It can be wrt: Pro-forma invoice, but its not mandatory that only pro-forma invoice can use as ref to create Excise Invoice.
- It seems the approach to create excise invoice itself is incorrect. It would be better if you create Excise Invoice wrt: Commercial instead pro-forma invoice.
- The reason is, after Commercial Invoice-
CENVAT suspense gets Credited & after Excise Invoice - CENVAT suspense gets Debited.
- the same will not occur if you create Excise Invoice wrt: Pro-Forma Invoice
- Once Pro-forma invoice & Excise Invoice created,still system allow to create one more Pro-forma invoice against the same Delivery document.
So it would be ideal to assign Delivery type- LF to Billing type- F2, not to the F8.
Regards,
Reazuddin MD

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

Proforma Invoice after VL01N creation of Delivery

Hi All,
I have found the BADI and trying to create proforma invoice using BDC method ,it creates proforma billing doc some times and some times it does not.
I guess issue is at BDC and Can I use BAPI FM to create proforma invoice using Function module with ref delivery doc without PGI.
I would appreciate if you can send me the sample code for BAPI .
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Order Related Proforma Invoice for Free delivery Sales Order Type

Dear All ,
The requirement is as given below :
We need to create an Proforma Invoice for Free Delivery order type (FD) . The item cat is TANN with
Pricing              B
Billing Relevance    A
The Pricing procedure is Free of charge - Zvar6. with R100 % dicount condition type .
Created Proforma ZF9 with doc pric "C". Maintained copy control .Between ZF9 and FD ( order related biling).with the following :
Copying requirements   008 Item/ord.pro forma
Data VBRK/VBRP         000
Billing quantity     C
Pricing type         G
The condition record is R100 is captured in the order and the net value becomes zero . But when i create Proforma Invoice ZF9, the Dicount condition R100 is not copied into the Billing document ( ZF9). I am not able to understand where the mistake is .
Can any one give their inputs .
Thanks in advance
Veera

Hello Veera
kindly check whether free good determination is activated for the combination sales org, dist channel, division, document pricing procedure(C), cust pricing procedure, free goods pricing procedure.
thank you
Anirudh

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

Proforma Invoice program ---delivery related with billing block on SO

Hi,
I need some help on Profoma Invoice--delivery related.
I have created a Sales order with Billing block, then created delivery and picking,handling but no PGI.
Now I am trying to create a Proforma invoice for delivery (before PGI ),
I can create the Proforma invoice manually using VF01 by selecting the document type and by delivery number input in the docs selected.
But I want to create the proforma for the above mentioned scenario using batch job, I have tried both RV60SBAT and SDBILLDL but both of them are not working.
Both the program are fetching delivery for proforma creation if PGI is done (Even though the billing block is set on Sales order)
or Billing block is not there on Sales order if PGI is not done.
Thanks and Regards,
Ananda

Hi,
The programs below are for the specified transactions below.
"SDBILLDL" program is for the transaction "VF04" which is for creating the Final invoice(Original Invoice) i.e. Billing due list.
Where as "RV60SBAT" is for the T.Code "VF06" which is for creating the invoice in background.
So these two programs will not create proforma invoices.
Incase if you have only proforma invoice not final invoice,then maintain this proforma invoice type in "VOV8" T.Code under order/delivery-related billing.thwn you can create Proforma invoice by using Vf04/VF06(By using these programs).
Regards,
Krishna.

Delivery note cancellation in case of proforma invoice

Hi SAP Gurus
I am in a typical automotive industry project where stock transfer takes place from factory to Sales Depo. In thsi case we generate STO orders - delivery note-- PGI- Proforma invoice--- Excise invoice .
Now as no accounting documents are generated in the proforma invoice cancellation of proforma invoice is not possible.So it happens that user reverse the PGI and cancels the delivery note.
In many cases he/she remebers to reverse/cancel the corresponding excise invoice generated but there are frequent cases as well where delivery note is reversed and cancelled without reversing/cancelling the corresponding Excise Invoice.
So i require
1. Either the corresponding excise invoice gets cancelled at the time of cancellation/reversal of delivery note.
2. If i could create an error message and validation check that restricts and informs user that a corresponding Excise invoice exists or excise invoice still open .
Please help me out.
Regards
Jaydeep

You can very well control this issue via BADI LE_SHP_DELIVERY_PROC where you can see various "Methods" in which you can also see "DELIVERY_DELETION".
Tell this requirement to your ABAPer who can very well complete the task by using the above method.
thanks
G. Lakshmipathi

Proforma invoice for Inbound delivery

We are managing the inbound logistics in SAP. The proforma invoice is required for the inbounds deliveries with respect to PO. This prof forma invoice sits on the portal and is printed out by vendor when they ship to us a truck that is crossing the border.
I tried to copy Billing doc type F8 and maintain copy control for it. It seems like the billing create program would not alloe the ' inbound delivery 'doc category'
FORM KOMFK-VBTYP_PRUEFEN.
IF T180-AKTYP = CHARH. (Debugger valueT180-AKTYP = H)
IF VBUK-VBTYP NA VBTYP_LIEF AND ( Debugger value VBTYP =7 )
VBUK-VBTYP NA VBTYP_VERK AND (Debugger value VBTYP_VERK =ABCDEFGHIKLW0)
VBUK-VBTYP NA VBTYP_FAKT. (Debugger value VBTYP_FAKT=MNOPSU56
MESSAGE E105 WITH VBUK-VBELN.
But during ZF8 invoice creation wrf to inbound delivery I get an error ' document is neither sales document nor delivery document".
Does anyone have any thoughts ?
Thanks .

Hello Veera
kindly check whether free good determination is activated for the combination sales org, dist channel, division, document pricing procedure(C), cust pricing procedure, free goods pricing procedure.
thank you
Anirudh

Error in VF01-Proforma invoice alredy existed for the delivery

Hello All.
We had a problem with VF01. When entering the delivery and pressing enter we are getting the problem Proforma invoice already existed for the delivery.
From 4 Scheduling agreements(LZ) one delivery(LF) created, picked and packed. Before PGI user made proforma invoice F8.
It created with out error.
After that user done the PGI and tried to create the invoice but the system is thronging above mentioned error.
Please advise use what would be the problem.
Thanks and Regards
SASi

Hi Sasi
Check wheather any batch job is running in background for creating billing documents.If it is working fine then check wheather any enhancement has been done.
Regards
Srinath

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

Regarding proforma invoice and delivery

Hi everyone,
I have read online for information on how to prevent multiple proforma invoices. Understand that this can be controlled by using routine 311 in VTFL.
Problem now is that my company's process requires the proforma invoice to be created before PGI is posted. I tried copying the codes from routine 311 and commenting out the portion which checks against Goods movement status but the result was that during VF01 it hits error No relevant documents for billing.
Thanks and Regards,
Kane

Hi,
As per my knowledge it is not possible in standard SAP,
Take the help of ABAPer and copy the 311 routine and modify the program
IF VBUK-WBSTK <> 'C'.
    PERFORM VBFS_HINZUFUEGEN USING '      ' '400' text-009 space space.
    SY-SUBRC = 4.
    EXIT.
ENDIF.
Based on the above coding which is mentioned in 311 system is not accepting to create pro-forma Invoice and you will get message "Goods issue has not been posted for the delivery
Try to modify the program with the help of ABAPer and check the cycle
I hope it will solve the issue

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 triggers automatically through delivery output type

Hi Gurus,
Iam facing one issue related proforma invoice, senerios is sales order- once delievry saves, it triggers one output type ZGF8, and it triggers Proforma invoice type ZGF8.
In delievry output type ZGF8, we have output program Z_EVT_LIKP_OUTPUT, and Form Rouitne CREATE_EVENT.
Now user want to differnt delivery type and differnt proforma invoice type same as above.
My question is how the system is triggers ZGF8 proforma billing type automatically, where in the system have the setting.
Please guide
Thanks
Ramki

in creation mode you can see kew combination this will show your access sequence criteria.
Go to NACR display mode in header condition info ,click condition info tab with entering any values in screen this will show the details

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.

Delivery - Proforma - Invoice

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