F8 proforma invoice automatically created, after PGI
After completing PGI, business wants to take a printout of proforma invoice F8 automatically. How to do this?
The truck driver shall take this invoice to the SH To address. Give him 1 copy and get another signed copy back.
Please help, thank you in advance!
From this link, below post is the best answer -
Proforma Invoice F8 automatic creation
Two questions -
1. Is it functional consultant's job or technical consultant / ABAPer's job to do - to setup a Batch job for the Proforma invoice with the Program SDBILLDL in the transaction code SM36?
2. Below indicates that when delivery is created then - via program running in batch - Proforma shall be created, but my business requirement is upon PGI, how to handle this?
Thank you!
Re: Proforma Invoice F8 automatic creation
Posted: Sep 23, 2009 1:54 PM in response to: NICKELODEON Reply
Hi,
You need to setup a Batch job for the Proforma invoice with the Program SDBILLDL in the transaction code SM36.
Goto the Transaction code SM36 and setp a job with the program SDBILLDL , then it will fetch all the Deliveries which are pending for the Billing of proforma.
And in the Transaction code NACE create a output type and assign the Print program and the smartform to the output type .
Create the print program in SE38 and the Smartform in the transaction code SMARTFORMS with the help of ABAPers
Assign this Output to the Output determination procedure .
Now maintain the condition records for the Pfororma billing document F8 and the sales organisation
In the condition records maintain the Medium as PRINT OUTPUT
and the Despatch mode as the 4 ( process the output once the document was saved).
Now once the Delivery was created, the batch job will fetch the delivery and create the proforma invoice and then the output which was created in the NACE will trigger automatically and process.
Once it was process, Spool will generate and simltaneously the output request and the invoice will send to the printer maintained in the condition records.
Please do the above steps and revert back if u find any issue in doing.
regards,
santosh
Edited by: Typewriter on Aug 23, 2011 1:17 AM
Edited by: Typewriter on Aug 23, 2011 1:25 AM
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AnandaHi,
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).
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PPHi Pepe,
I have don some investigation on my side and came accross below informations:
In standard the Bill Category PROFORMA is used in two scenarios
mentioned below:
1)The Intracompany Stock Transfer process in order to create a Proforma
Invoice for crossing border requirements.
2)The Supplementary Invoice process where an additional Invoice has to
be created which is not relevant for Accounting.
In CRM Billing it is not possible to create a normal customer invoice
for the same sales order item once the Proforma invoice is created.
This is because only one billing item category can be assigned to a
source document type/item category.
To achieve your requirement you can follow this solution, as you say
there are only a few customers who request for a proforma kind of an
invoice,
1)Create a regular customer invoice and block it for the transfer
process to accounting(By setting the transfer block for the bill_type)
2)Handle this customer Invoice as a proforma Invoice and print it (i.e.
as a crossing border document) 3)When the
Customer Invoice has to be actually sent out to the customer after a
sign off from the customer then the same invoice can be transfered to
accounting
(Use Tx-/BEA/CRMB12)
Or in case if any correction is required in the invoice, then cancel
and re-bill after correction.
I hope this information is useful.In case of any further queries
regarding the same pelase revert else do confirm the message.
========================================================
Best regards
Christophe
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