Drop shipment to generate IC proforma invoice

We are using standard drop shipment model. Before sending the goods to end customer, we need a proforma invoice between the sending company and receiving company for Custom clearing purpose. Is that possible?
For example, Sales Org A100 (Company Code 1000) sales 100PC of goods to end customer, but ship from plant BB01, which is under a different company code (2000). Can we generate a proforma invoice under company code 2000, sales org A200 to A100? Our intercompany pricing model is material + 15% of margin.

Hi Koffer,
Based on the inputs provided by you it looks like a simple intercompany billing process. Since you are using the shipment model I think the customer billing getting created after saving the shipment (Thru Activity profile). Now to create the intercompany billing from Company code 2000 to Company code 1000 again go to VF01 and give the same delivery document number then it will create an intercompany billing document (IV).
Let me know when the prob is resolved.
Regards,
Sreekanth

Similar Messages

Accounting document is generated in Proforma invoice

Dear All ,
I have export scenario where in we make OBD related Proforma Invoice at this stage no accounting document is generated against the proforma invoice.
But when I create excise invoice against proforma invoice accounting document is generated in the proforma invoice.
I have checked VOFA settings and also no accounting doc is assigned as the field is blank.
Pls guide.
Thanks in advance.

Moved from SAP ERP SD Billing to Internationalization and Unicode. Please post all your CIN related queries here.
Coming to your post,
accounting document is generated in the proforma invoice.
Have you checked the document flow for that sale order, in which case, you would not have seen the accounting document what you had shared here? I presume, the scenario is export under rebate claim in which case, while creating an excise invoice, system will, in the background, generate an accounting document.
G. Lakshmipathi

Closing an order by generating proforma invoice

Hi,
is it possible to close an order by generation of proforma invoice? (for cases in which order is opened only in order to generate a proforma invoice for customs purposes only)
if so how - with what type of order, etc

Hi,
cases in which order is opened only in order to generate a proforma invoice for customs purposes only)
--> go to VOV8, select the order type you with to use, then go to Billing Tab and put F5 ( Pro ZForma customer ) in Order-rel.bill.type. And remove all others under billing tab.
You can use quotation for this. Order Type - QT. if you are going to use QT then the settings are already there.
Let us know.
Regards,
SB

Complete sales order after creating proforma invoice

Hi gurus,
I am having the following issue:
I need to generate a proforma invoice. So, I create a new sales order, and then create the invoice based on that same order. The problem is that this sales order keeps its status open, as I understand, because it is pending a delivery. However, I do not wish to create any delivery, only the proforma invoice.
I have created a new billing document type (based on standard F5), as well as a new sales order type and item category.
Can anyone give some pointers on what i need to configure in order to not need to create a delivery?
Thanks in advance!
Regards,
Joã

Your doc config seems to be okay for pro forma invoice..
Kindly check ur header copying control for Sales Doc to Billing Doc (proforma Invoice).
In general for this senario it is
0007-Header/ord.pro forma (E.g. Order related pro-forma invoices can be created to supply customs declarations for non-deliverable items such as services. If a customer has ordered a service, this requirement can be assigned to the header to permit the creation of the proforma invoice.)
And have look on Billing quantity indicator for copy control item. This specifies which quantity the system copies from the source document (a sales order, for example) into the target billing document (an invoice, for example). When you create an invoice for a standard sales order item, for example, the quantity that the system copies into the invoice is the delivery quantity less the quantity already invoiced. If you create a pro forma invoice, the system copies in the order quantity.
C and D for pro forma invoices
Make sure that control of the amount to be billed is directly related to the item category billing relevance.
As we know, "relevant for Billing", indicates what the basis for billing should be.
"D:" Relevant for proforma - The billing relevance indicator must contain a value (not be blank) in order to be able to create pro forma invoices. Indicator "D" can also be used as follows for cross-company-code business processing. In the case of a free-of-charge outbound delivery, the company code that is responsible for the delivery should be granted an internal settlement. You can use indicator "D" to record free-of-charge outbound deliveries and grant internal settlements to the relevant company code.
One thing I like to point out, the sales order will be in open status, even though it has a pro forma invoice.
Till you have not create a confirmed invoice (in case of non deliverable item) or delivery for that sales order.
As you might be aware of, proforma invoice is abridged or estimated invoice sent by a seller to a buyer in advance of a shipment or delivery of goods. It notes the kind and quantity of goods, their value, and other important information such as weight and transportation charges.
Still, I have one doubt, is your sales order an indicative doc and is not going to have any relevant accounting entry?
If No, then just give a rethought on your business process & confirm with user?
Thanks & Regards
J Prakash.
Edited by: J Prakash on May 13, 2010 3:44 PM

Proforma Invoice for Consignment Orders / Internal Orders

Hello,
we need to implement a consigment inventory (for customers) in our EBS 12.1 environment.
A search in the forum pointed me to this flow that looks quite good already:
(quoting Sandeep Gandhi from thread: Consignment Order in Oracle ( 11.5.10.2 and R12)
>
1) Define each customer as an org
2) When you receive first sales order, create an internal order to ship material from your warehouse to the customer. This ensures that your inventory is updated, shipping documents are generated and invoices are not created. This also ensures that the inventory continues to show up as an asset on your books.
3) When you receive consumption advice from customer, create a regular sales order which will create invoices.
4) This ensures that at any point in time, you can know exactly how much is at each customer location. And you can easily process return of consignment material by doing another Internal Order.
>
That looks almost perfect to us, except one thing: we need a proforma invoice when we ship the material (point 2).
Does anybody know how I could generate a proforma invoice for an Internal Order?
Or did anyone solve that problem differently?
Thanks in advance,
David.

I know that you can generate a proforma invoice for an ISO if the ISO is between 2 different OU.
But the customer Inventory orgs I suggested earlier are typically under the same OU (unless you have reasons to do it otherwise) and so Oracle probably won't generate a Proforma invoice.
If that happens, you can create a custom document and print it along with the shipping documents for the ISO. You don't have to worry about a/c transactions since proforma invoice is basically a commitment that states price/qty etc. It is not really an AR invoice.
Hope this helps,
Sandeep Gandhi

Proforma Invoice or Quotation from Project

Hi Experts,
My client requirement is like this:
1. Receives request for procurement of goods/service from different user departments.
2. Will send estimation to the user departments and will proceed further.
I want to map like this through PS (SD module is not there):
1. Receive requests
2. Will create a simulation/plan project version
3. Will generate the proforma invoice / quotation from the planned costs of this version.
please let me know exact way to achieve the same.
Satish

Hi Satish,
I am not quiet sure of what exactly is the requirement. It appears that the user department will send the PR to the estimator and and then the estimator will estimate the cost and send back to the User. Is your question related to the process of estimation and the way it has to be communicated back to the user?
Can you please repharse your question for better understanding...Sinces the question is not very clear.
If you want to Go for Sales Pricing thru projects.and create quotations..then SD module is required.
Warm regards,
Srinivas Potluri
Edited by: Potluri Srinivas on Jul 23, 2011 3:35 PM

How to cancel proforma invoice

Hello expert
I have case to generate proforma invoice from delivery order.
Sometimes we need to cancel proforma invoice because price is wrong, Quantity is wrong and so on.
When I have tried to cancel proforma invoice via VF11 following error message ocured and I couldn't cancel billing document for proforma invoice.
Is there any way to cancel proforma invoice?
I already investigated other forum and I confirmed we can generate new proforma invoice without any cancelation.
Billing type of proforma invoice is setting as below.
SD document category is U, Billing type for cancellation is S1.
Pro forma invoice 9040000786 cannot be cancelled
Message no. VF106
Best regards,
Ichimura

Hi,
Please go to VF02 and put invoice no. and do as per attched screen shot,
and once you click on Complete and it will show in document flow as cancelled invoice,
Regards,
AJIT K Singh

Can we generate proforma invoice in case of POD for GI

Hi
Can you please clarify me the following....
Can we generate proforma billing after goods issue if the transaction is POD relevant.
while sending the goods to the ship-to a proforma invoice should accompany the goods.
Is it possible ?

Hi Anil,
Yes you can create Proforma invoice for the delivery after PGI even that delivery is relevant for POD.
You can accompany a proforma invoice while sending the goods to the ship-to party.
I hope it will help you,
Regards,
Murali.

Proforma invoice is not getting generated

Proforma invoice not getting generated against replenishment delivery though configured relevance for proforma invoice & Pricing standard in the item category.
Copy control are maintained absolutely for Delivery document to Billing document.
The system generating message the item is not relevant for billing.
Can any one attend this on priority.

Hi Rao,
Check the item category configuration via VOV7 for the item category being used in the delivery. The billing relevance should be set to A.
It should help you
Regards,
Pls Reward points if it helps

Proforma Invoice and shipment

Hi,
Can we create Proforma Invoice when the shipment status is Trp Planning completed.
We are not able to create proforma Invoice and the error we are getting when we tried to create Proforma invoice is " statistical Line item not relevant for billing".

Hi,
Shipment status won't affect if you are creating a proforma invoice for a delivery.
Check the billing relavance field for the delivery item category.It should be billing relavance.
Regards,
Gopal.

Generating Proforma invoice (F8), and getting print immediately.

Hi Gurus,
When generating Proforma invoice for deliveries (F8 type invoice in VF01) they do not print immediately. We have to save in VF01 and then go to VF02 to print. This needs to be changed to print immediately on saving in VF01.
What is the configuration setting involved for this.
Please let me know for the same

IMG --> Sales and Distribution --> Basic Functions --> Output Control --> Output Determination --> Output Determination Using the Condition Technique --> Maintain Output Determination for Billing Documents
--> Here maintain new condition table with a combination of Billing Type, Sales Organization desired fiels & assign the same to Access sequence being used. Ensure that fields are released in Access Sequence.
Maintain Condition record for the same, based on Billing Type, which will address the issue.
Regards,
Rajesh Banka
Reward points if helpful

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

Proforma Invoice generation

Hi,
we want to generate proforma invoice after completing packing at shipment level/before PGI.
Is it a way we can automate the process to print proforma invoice for all deliveries as soon as it is packed at shipment level.(Instead of using t.code:VF01 and enter all the relevant deliveries to generate Proforma invoice)
We want to explore std functionality in SAP R/3 rather then custom development.
Thanks
DD

In Billing Document, in create mode (VF01), select Billing Type F5 for Order related Proforma Invoice or F8 for delivery related proforma invoice. Proforma Invoice type will have to be selected in dropdown list in the very first screen of T.Code: VF01.
Regards,
Rajesh Banka
Reward points if helpful.

Requirement of invoice list in case of a proforma invoice generation.

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.
What to do? Kindly assist.
With regards,
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?
With regards,
M.S.Kumar.

Line Item Problem in while Proforma Invoicing in case of STO

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.
Point to be noted that this thing doesn't happen for normal sales cycle done through Sales Order.
I have also checked with the Item Category NLN where i have tried the Billing relevance N - Pro Forma - no zero quantities (including main batch items) and L - Pro Forma - no zero quantities. Still the same problem is arising.
What is the problem here and how can it be solved?
Looking forward to some valuable suggestions
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

Drop shipment to generate IC proforma invoice

Similar Messages

Maybe you are looking for