Order related Proforma Invoice

Hi All,
I have a sales order with two line items.
I want to create the order related proforma invoice for one line item.
Means for the same sales order while creating proforma invoice only one line item should dispaly and not two line items. Means I want to create to proforma invoices for two line items.
Note: My client do not want to delete line items from sales order. Without deleting he wants to create.
Reward points for helpful answer.
Regards
Ashis

Dear Friend,
The only solution to your one performa invoice of one order line item is copy control setting.
You have to create a requirement go to T-code VOFM
then in the copying requirements of the billing types
ask your abaper to frame a requirement for one item one proforma.
then assign the same in the t-code VTFA .
OR
Ask your users to go to VF01 and sleection lists and do the indivual billing of the Order items.
reward points if helpful,
regards,
Amlan Sarkar

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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

Feature Request: production order after proforma invoice

Hello all,
we found out that a process often used in reality is not covered by SBO.
Given the case you have an article consisting of a BOM. A customer orders this article, you create a proforma invoice, the customer pays and then the article is produced and delivered to the customer.
In SBO you cannot create a production order based on an sales order, when a proforma invoice is created. The proforma invoice closes the sales order and production orders can only be based on open sales orders.
It should be possible to habe production orders based on proforma invoices or on closed sales orders to cover this scenario.
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In version 2007, you can create a Down Payment Invoice, which does not close the sales order.

Billing block on order with proforma invoice

Hi,
In our process, we take on new customers who need a pro forma invoice to pay us but often the final amount varies from what was initially expected. There is no delivery and the Proforma will create from the order. However, we will correct the order with the final quantity (service time) once the customer visit ends. e.g. an order was $100 and the pro forma invoice was sent for $100. it turns out the final service was for 150 - the customer at the moment pays only 100 but will pay the rest when we send the bill. Once the service is complete the order is corrected to 150. The volume is high so we have billing jobs running to create the invoices from the orders.
Exploring 2 options:
1. To make the correction, we want an automatic billing block put on the order once a proforma is generated. When the order is corrected subsequently, we will remove the block too. If it can't be done automatically, then 2 below:
2. One can't generate the pro-forma if there is no billing block on the order. This is to prevent the person responsible to print it if he/she forgets to put the block
Either of the 2 scenarios will work for us. Is there any user exit which can do this?
Thanks a lot.

If you are handling these orders with a different order type, then just default the order with a billing block"Review pending" using OVV3, don't assign this block for the Proforma invoice, but assign it to the regular invoice using OVV4 .
Then you can always make sure that a billing block exists on the order before the proforma invoice gets printed.
Option 2. If you are not using specific order type for the process.
In this case think about assigning the billing block for the orders that are being placed by the new customers, try to figure out a logic to identify the new customers..
On the whole, <b> If possible</b> I feel its better to assign the default order block rather than creating a new program to assign the BILLING BLOCKS for all the orders that have Proforma Invoices printed and run this program in Background every day or twice a day when ever required..
Let me know if you need any more help
Regards,
Ajai.
Don't forget to reward points if helpful.

Purchase order related for invoice...

hello all im workin on transaction me23n for purchase order, i need the table name for invoice tab under that taxes tab is der
click on it will get the details for excise relates eg N: BED setoff %-8%, N: ECS setoff %-2%...i need this percentage values
to display ...i tried using j_1..excdtl table but didnt wrkd... so kindly suggest what tables to use...thanx in advance

HI Prabhu,
Check the Tables T007A and T007S
Check the FM FI_F4_MWSKZ
If the above doesnt serve your purpose, While taking F4 Help put Debug and proceed every thing is Crystal Clear ( You can see all the FM and Tables in Debug Mode) Thats how i suggested the Above and you too can achieve this.
Hope this would resolve your Issue
Cheerz
Ram

How to create Proforma Invoice using Quotation?

Hi friends,
I want to create the proforma Invoice with reference to the Quotation.
I have done conifguration as follow,
IMG-Sales and Distribution-Sales--Billing-Maintain copying control for Billing Documents---Copying control,sales document to billing document ( here TGT is ZF5 and Source is QT) Copying requirement is 007
When I am trying to create ZF5 document with transaction code VF01 I am getting the following error,
No billing document is generated and processing status is Incorrect
What is the reason?
Need your help.
Thanks in advance
Regards,
Shrikant

Hi Srikant
Proforma Invoice is created either with reference to the Sales order or with reference to the Delivery doc.
If it is created from sales order, it is order related Proforma invoice will call(F5) and if it is from delivery, it is called delivery related Proforma invoice (F8).
I do not think, you will be able to create a Proforma Invoice with reference to the Quotation.Quotation is still an information & not yet agreed by the customer
Moeover ,If you will go to the Item categoryin Quotation (AGN) , transaction code VOV7, you will find it is not relevant for Billing.
So, I think it is not possible.
Regards
pradyumna

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.

Unit Conversion value not copied in Proforma invoice

Hi
I have sales unit and base unit of measures are different which are defined in material master. When I create a sales order, in condition tab, I can see the conversion value between condition unit and base unit. But when I create order related proforma invoice, conversion factor is not copied in condition tab there, though it works fine with delivery related proforma invoice.
What could be the reason.
Regards,
Neeraj Srivastava

Hi,
discussed the same issue in these threads -
Proforma Invoice configuration/ assignment
Proforma Invoice for Sales Order
proforma invoice
Re: How to Create a Pro Forma invoice (F5) for selecetd items in the order?
Regards,
Raj

Copy control settings needed for order related billing

hi,
sap gurus,
please provide the copy control settings related order related billilng and order related proforma invoice.
thanks in advance
regards,
balaji.t

Dear,
1 )Use TCODE -- VTFA and maintain between OR ( source doc)TO F2 (Target Doc.) for ORDER RELATED BILLING
If u want Z Document type then copy OR and make ur OWN SALES DOC like ZMFG and also copy F2 and create like ZFGR
and maintain as suggested above.
At Header Level -- COPYING REQUIREMENT (001)
At ITEM Level-- COPYING REQUIREMENT (001)
                          DATA VBRK/VBRP (003) SINGLE INVOICE OR (001) SPLIT INVOICE
                         Billing quantity (A) / Pos./neg. quantity (+)/ Pricing type (C)
2) Use TCODE -- VTFA and maintain between OR ( source doc)TO F5(Target Doc.) for ORDER RELATED PROFARMA BILLING in similar way u can maintain for ur Z Documents
At Header Level -- COPYING REQUIREMENT (007)
At ITEM Level-- COPYING REQUIREMENT (008)
                          DATA VBRK/VBRP (003) SINGLE INVOICE OR (001) SPLIT INVOICE
                         Billing quantity (A) / Pos./neg. quantity (+)/ Pricing type (C)
need further help revert back.
Regards
AJIT K SINGH
HAPPY TO HELP U

Active Ingredient proforma Invoice

Dear Gurus
I am using the Active ingredient material and have the unit conversion between Sales UOM and base UOM appearing in sales order condition tab. However when I create a Order related proforma invoice , conversion rate is not populated in billing condition tab. It does populate with Delivery related proforma Invoice.
Not sure what is happening.
Regards,
Neeraj Srivastava
Edited by: neeraj.srivastava15 on Aug 30, 2010 11:41 AM

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

Convert Proforma Invoice to Invoice

Hello,
We are using Order related Proforma Invoice (F5) with the same number range as Invoice (F2).
Is there a way we can convert the same F5 Proforma Invoice into actual Invoice (F2) OR do we have to create a separate invoice for Accounting.
Thanks.

Hi Anjali,
As you know that proforma invoice is nothing but the sample/dummy invoice.It will not be posted to FI means no clearing of this document will happen.
This Pro-forma invoice is one which is sent before the commercial Invoice(original invoice) to receive advance payment from buyer. The seller will not record this as 'Account Receivable' in his account and
buyer will not record it as 'Accounts Payable' in his account. This is not a true/original invoice.No more changes will happen after creating this proforma invoice in accounting.
If you want you can cancel this proforma invoice and create a new original invoice(F2 document type) using VF01.But in standard SAP there is no such way to covert that proforma to original invoice.So we have to create a separate invoice.
Regards,
Krishna.

Return Order with reference to Proforma invoice

Dear All
Is it possible to create a return order with reference to proforma invoice. How ?? if possible.
Our scenario is when we do stock transfer order and truck meets with an accident or anything and material needs to written to the factory premises. we dont want to complete proforma invoice.
Suggestions PLZZ
Regards-
Ram

I don't see any the relevance or logic of creating of return order from proforma invoice.
You can follow - Returns flow:
PO type is same ( Intercompany STO PO type is NB )
While you make this PO there is a return indicator check box at the line item where you will give qty etc (scroll on the rt side)
Tick that
Then save the PO with all other information
There is a configuration Return delivery type has to be assigned
IMG-MM-Purchasing-PO-Returns Order-Return Plant to Plant
Here for your plant you need to assign delivery type as NCR This config is reqd to be done from your end
So, the Flow would be
- ME21N (with returns indicator)
-VL10B
-VL02N (delivery type will be NCR ) & do a PGR here
-VF01 do billing with reference to delivery created
I Category in del will be NCRN & M type will be 673
If you are using standard document types system will pick billing type as IG which is nothing but a intercompany credit memo
Copy controls between NCR and IG in VTFL is already there in standard
For understanding also, refer following link:
return process intercompany stock transfer
Hope this can assist you.
Thanks & Regards
JP

Proforma Invoice - For IC Export

Hi Gurus
I have a below scenario
This is regarding Intercompany scenario for export sales , Normally when we do export sales we have SAP Standard billing types ( Proforma F8 delivery related and F5 Order Related ) sometimes at the request of the client when they need a proforma invoice even before the delivery happens for an item with item category ( TAN) , SAP does allow us to create Proforma as they are std settings already maintained in SAP between OR and F5 and Item cat TAN
Now when it comes to Intercompany scenarios export sales processing , if we need to have delivery related proforma invoice its possible by implementing the Snote - 445763 and for order related invoices we have note 833115.
Now i would like to know from experts if a requirement for creating a proforma invoice for IC export sales referring to sales order for item cat TAN how can we map this as i understand TAN is delivery relevant , but what i am pointing is a replica of OR-F5 ( for delivery item cat TAN ) for intercomoany scenarios
i have gone through certain posts but i got information on order related IC proforma and Delivery related IC Proforma
But i need it specific to creating a Proforma Invoice for intercompany billing IV with a deliver item cat TAN , how to achieve this and what setting and precautions to be taken in copy control and configuration
Regards
Hiba

Hi Manh
Thanks for your mail, well yes as you mentioned above correctly for OR and TAN we do have SAP Standard settings wherein we can create proforma invoice F5
But my requirement is similar to the above requirement if we have scenario for Proforma Invoice ( Intercompany ) wherein for sales order having a delivery relevant item , I need system to create a Intercompany Proforma Invoice referencing to Sales Order
Intercompany invoice ( Proforma ) referencing sales order delivery relevant item
Please let me know how can we map the above
Many Thanks
Hiba

Proforma invoice for Service Contracts

Hello,
I know the invoice types F5 for order related proforma and F8 for delivery related invoice. Now I'm looking for possibilities to create a proforma invoice based on a Service contract (Order Type WV) as a periodical invoiced sales order.
I tried to use proforma invoice (type F5) with Service contract but the billing plan will be set on status C (completely processed) so that the same period can not be invoiced again with the real commercial invoice. The billing status in the sales order has been changed as well with the proforma, which should not be the case as the proforma should just generate a printout.
Does SAP offer anything or how can I setup customizing to be able to create proforma for periodical sales orders?
Kind regards
Rafael

Hello,
Thank's for the information.
Finally I tried to copy our existing invoice type and set it up like F5 but the problem is still that the billing plan periods are set to status C - completely processed. The accounting side is OK as no accounting document is being created.
But with this billing plan situation it would not be possible to create first the proforma invoice for one Period and then later create the real commercial invoice for the same period.
Any ideas what I can setup to avoid this problem? I thought of chancelling the proforma after creation so that the billing period will be opened again, but this is no user friendly or professional solution.
Thank's in advance for your ideas.
Kind regards
Rafael

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

Order related Proforma Invoice

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