How to create pro forma invoice (F8) in this way

hi all,
we would like to create pro forma invoice with reference to DO(PGI done). At the same time update
LC#Number under the header text and update Box No. under the item text.
we're looking for one step solution(either BDC,bapi...etc) because there will be printing come out once the invoice is saved. we don't wish to come back to update the header text and item text again to print second time.
thanks.

Hi
In VOV7 the billing relevance for item category NLN should be maintained as A (delivery related billing)
Then you need to maintain copy controls in VTFL between NL to F8
In copy controls at header level copying requirements should be 009
At item level for item category NLN copying requirements should be 010
Pricing is picked from the OVKK settings that is for your sales area, CPP as the receiving plant is the customer, and DPP from the billing type of F8 For this combination you need to maintain Pricing Procedure
In VTFL At item level for item category NLN the pricing type should be B
If you need to maintain this settings you can create F8 proforrma invoice in intra comapny STO
Regards
Raja

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What are customizing steps to create pro forma invoice from STO delivery?

I have copied FUPI output for pro forma invoice billing type F8. I tested and was able to successfully get it to work for a regular delivery that was created from a standard sales order. However, I need this to also work for a stock transport order created delivery but I keep getting the error that the item is not relevant for billing. I have searched the web for 2 days and did find one posting that was exactly the same issue that I have and the person asking the question said they solved the problem but did not provide the answer as to how.
I tried changing the item category NLN billing relevance to D from a J and that did not work either. I need the pricing to print on the pro forma invoice also. On a standard sales order created delivery it works like a charm.
this is what I hope to accomplish - create sto - create delivery from sto - create pro forma invoice for customs
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thanks in advance
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Hi
In VOV7 the billing relevance for item category NLN should be maintained as A (delivery related billing)
Then you need to maintain copy controls in VTFL between NL to F8
In copy controls at header level copying requirements should be 009
At item level for item category NLN copying requirements should be 010
Pricing is picked from the OVKK settings that is for your sales area, CPP as the receiving plant is the customer, and DPP from the billing type of F8 For this combination you need to maintain Pricing Procedure
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Regards
Raja

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I am trying to create PRO FORMA Invoice for multiple deliveries thru VF01.
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Hi Ankur,
Thanx for the input.
Right now we have customized routine 909 for header level and std. routine 004 for item level.
Code for routine 909 is
FORM BEDINGUNG_PRUEFEN_909.
SY-SUBRC = 0.
Fakturasperre
IF LIKP-FAKSK NE SPACE.
SELECT SINGLE * FROM TVFSP WHERE FAKSP = LIKP-FAKSK
AND FKART = TVFK-FKART.
IF SY-SUBRC = 0.
PERFORM VBFS_HINZUFUEGEN USING '000000' '014' SPACE SPACE SPACE.
SY-SUBRC = 4.
EXIT.
ENDIF.
SY-SUBRC = 0.
ENDIF.
break-point.
SELECT * FROM VBFA WHERE VBELV = LIKP-VBELN.
IF VBFA-VBTYP_N = 'U' .
PERFORM VBFS_HINZUFUEGEN USING '000000' '148' LIKP-VBELN
SPACE SPACE.
SY-SUBRC = 4.
Insert + Unicode/Upgrade Project
STOP.
LEAVE SCREEN.
Insert - Unicode/Upgrade Project
ENDIF.
ENDSELECT.
ENDFORM.
can u please check n confirm if the wrong value is coming due to this code?
Thank in advance.

Pro-forma invoice request

Hi!
I would like to know if I can request a pro-forma invoice by phone or email to an apple retailer?

Hi Abbey,
As the basic functionality of the pro-forma is only a copy of the original billing doc.WITHOUT any G/L Acct. attached to it.that is the reason,Proforma invoice cannot be created with debit memo request.
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Hope this clears you doubt.
Reward if it helps.
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Pro Forma Invoice Error

Dear All.
While creating Pro Forma Invoice with Reference to Quotation, I am geting the Following Error.
Sales document type AG cannot be invoiced with billing type F5
Can any one explain the steps to do the Pro Forma Invoice.
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Ganesh

Hi,
Please go to TCode - VTFA.
Maintain the copy control settings for quotation and proforma invoice at header and item cat level.
Header details :
Copying Req;007
item cat level.
Copying req -008
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Pricing type-D.
Hope this qwill help u
regards,
Krishna O

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Is there a way to create a F5 Proforma invoice for an order, but for selected items? e.g if the sales order has 5 line items , is there a way to select the items we want to create the proforma for? or it's always going to create the proforma for all eligible items?
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Dear Satish,
Thanks for your reply.
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Dear All,
Can some suggest me how to achieve this functionality:
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Hi Lakshmipathi,
I am doing Order related billing.
Steps are:
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3. Creating the Actual invoice -VF01 with nother billing type.
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Pro forma invoice for particular customer.

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Hi
Proforma inv can be created with ref to order and del
F8 is the proforma inv which is created with ref to del in std SAP
F5 is the proforma inv which is created with referance to order in std SAP
Proforma inv is a type of billing doc which is used for export transactions which gives info abt billing but it cant be treated as an actual billing doc or even as a duplicate bill
No billing doc can be created referring Proforma inv
You can give as many as Proforma inv to a customer because billing status doesnt get updated
The final actual billing can differ from the details given inProforma inv
Data from Proforma inv doesnt get transferred to accounting
Regards
Raja

Workflow for Pro forma invoice

HI Experts ,
I had a scenario. i.e After creating the Pro Forma invoice it must go to a concern person and he has to accept or reject that invoice. And once he rejects mail must go to the person who has created the invoice.In case if he accepts the invoice than the user has to create the actual invoice. Now my question is there any standard workflow for this or need to create a new ones.
If need to create please help me how to do this .
Thanks in Advance.
Phani.

Hi,
Is it not possible on basis of percentage but it is possible on basis of quantity
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Hello,
You can create Proforma Issue with the billing type F5 for Order related billing and F8 for delivery related billing.
A Proforma invoice is an invoice provided by a supplier in advance of providing the goods or service. The term pro forma (occasionally written proforma) comes from a Latin phrase meaning, "as a matter of form". Its meaning depends on the context in which it is used. In business terminology, A pro forma document is provided in advance of an actual transaction. Such a document serves as a model for the actual documents of the transaction. A pro forma (or proforma) invoice is a document that states a commitment from the seller to reserve some goods to be sold to a certain person, the buyer. The buyer places an order and if the seller agrees, it extend a proforma invoice; when the buyer receives this invoice and agrees to all the terms specified in it, the goods are sent and the proforma is replaced by a commercial invoice (the definitive document). <b>A proforma invoice doesn't establish any obligation of transfering money from the buyer to the seller.</b>
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Dynamic layout elements determination logic for output of Pro-Forma Invoice

This is my requirement below. Please give the suggestion
Business requires output to be generated in name of the client, with client logo and scenario specific data elements. To do this in Standard SAP will require to define hundreds and hundreds of layouts. By making most of the client/scenario elements on the layout we can greatly reduce the number of required layouts and reduce implementatuion effort and lead-time.
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Message was edited by: janardhan b

Hi Janardhan,
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Pro forma invoice from a Delivery Output using "8 - Special Function"

SAP Gurus
I am interested to create a proforma invoice for a delivery that is created in the system using VL01N. I am using an option to use the Delivery output to be allow creation of the pro forma invoice. I created a new output type and assigned 8 - Special function as the medium of the output.
I managed to find a BAPI that serves this purpose perfectly. Please look at BAPI_BILLINGDOC_CREATEFROMDATA. Enter the following Parameters.
In table BILLINGDATAIN insert one line with the following data:
ORDBILLTYP = ZFDP
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REF_DOC_CA = 'J'
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Program on output screen is ZFDP_BAPI
Form Routine is ENTRY
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Inside the subroutine ENTRY, the BAPI_BILLINGDOC_CREATEFROMDATA is invoked.
Please advice.
Thank you.

Hello
Thanks for the reply. Earlier when I was using the BAPI BAPI_BILLINGDOC_CREATEFROMDATA, The BAPI used for the output type did not work as it uses u2018Commit Worku2019 statement and it interferes with the u2018commitu2019 of standard program. Due to this reason the transaction dumps every time.
Are you performing the output with dispatch time '4' ? - the answer is yes, I am.
Just double -checking with you that if you decide to use Use BAPI BAPI_BILLINGDOC_CREATEMULTIPLE and call it in background task, do you think that the we can get past this issue short dump issue?
Thanks

How to create pro forma invoice (F8) in this way

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