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.

Similar Messages

Proforma Invoice and Invoice Released to account

Hi All,
I have typical scenario. My client is asking for this scenario. below is the scenario:
In SAP we will create proforma invoice. That proforma invoice should release to account. Only educational cess to be released to account. No other condition type should released to account during proforma invoice.
Secondly while creating the normal invoice, basic price and excise duty should released account. But education cess (Which is already released to account during proforma Invoice) should not released to account during invoice.
How to resolve this issue?
Regards
Ashis

Hi
In my view , you must make your client about Proforma Invoice.
Possibly, your client is meaning some thing else but using the terminology 'proforma invoice" only.
Make him understand that, Proforma Invoice is a dummy invoice against which no account posting is possible. It does not update the status in reference document. You can create hundreds of Proforma Invoice with reference to Sales order and Delivery document.
For, Delivery related Proforma Invoice,even PGI is also not required.
In the copy control the "Positive/negative quantity" field mustbe remain disabled for Proforma Invoice.
Even if you are trying to do with some enhancement, it will not be logical and lot of problem will be encountered .
Make the client understand the concept of Proforma Invoice and try to understand his actual requirement.

Prepayments : Proforma invoice and standard invoice

My organisation is on accural accounting now and as a result, we can only pay a prepayment using a pro-forma invoice. Now the Suppliers do not want to issue Pro-forma invioces for prepayment but want to only issue a standard invoice. The problem now is, if we do payment, it will be an audit query because a prepayment for 12months would have been paid upfront meaning the expense would have been recorded in the wrong period. Which other way can we capture or record the transaction without raising audit query. or what can we suggest to the supplier to do?
Please help

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.

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

Proforma Invoice and Advance Invoice

QUESTION
========
In Purchasing and Payables - when purchasing organization receives Proforma
Invoice from supplier it can not make advance payment before receiving advance
invoice.
The work flow is as follows:
Real Business Process: Purchase Order from Purchasing organization - Proforma
Invoice from Supplier - Payment - Advance Invoice - Final Invoice - Final
Payment
Oracle Workflow: Purchase Order from Purchasing organization - Advance Invoice
- Advance Payment - Final Invoice - Final Payment
How to match the two processes?
Please answer me if you met this problem before!
VBL

Try Doing the same scenario via downpayment.
Raising a performa invoice for this scenario is a bit incomplete, unless customer requests for the same.
for downpayment do customizing as below
SPRO - Fin Acc - AR and AP - Business Transactions - Down payment received - define recon a/cs for customer downpayment (OBXR) and OB40.
while positing use
F-37 Downpayment request
F-29 downpayment
f-39 downpayment clearing
Regards

Table containing proforma invoice and commercial invoice

Hi All,
From which table can i get both proforma invoice number and commercial invoice number? I know the commercial invoice ( F2) number and using that i should find the proforma invoice already created
Thanks in advance
Harish

Proforma Invoice and Invoice can be identified through table VBRK through Transaction Code: SE16. The identifying factor will be field 'SD Document Categ' i.e VBTYP. Invoice is 'M' & Proforma Invoice is 'U'.
Document Flow can be checked through table VBFA through SE16. In table VBFA, enter relevant Delivery Number and identify the Invoice & Proforma Invoice based on above logic of VBTYP.
In the case mentioned that Invoice number is available & Proforma Invoice is to be identified, in table VBFA, enter Invoice number in VBELN, based on which you will get Delivery number and follow the step in above Paragraph to retrieve the Proforma Invoice number.
However, which is Proforma Invoice for which Invoice, there is no such report available.
Regards,
Rajesh Banka

Relation between Proforma Invoice and Credit Note Number

Hi,
Could you please tell me how i can link the proforma invoice number with credit note number.
I have proroma invoice number. I want to find its corresponding credit note number.
Kindly help.
Regards
Sachin

there wont be any entry in BKPF as this is proforma invoice...
i tried to link by VBFA but no sucess...
Kindly help..

Delivry Challan/Proforma Invoice and Actual A/R Invoice Number sud b same

Hi.. Experts , Please read the following scenario :
my client wants to send the proforma Invoice to his customer at the time of delivery. He does not want to punch actual A/R Invoice at this stage reason some time his delivery gets rejected due to some reason. So he wants to be at safer side.
When the send goods is successfully delivered only then he wants to punch actual A/R invoice in the system with the same number of Proforma Invoice.
Solution I have given :
What I have done, I have prepared one more PLD named Proforma Invoice based on the Delivery document. the Number of this Proforma Invoice is based on manually entry number. when the goods is successfully delivered to the customer, Actual A/R Invoice with same Number (Proforma Invoice number) manually entered.
Please let me know whether this solution is suitable or not..
Regards
Rakhi

Hi Joseph
No there is no issue in document Number but I feel it would be bit tough to maintain document number manually in future because here I I have to punch A/R Invoice Number manully with the number of Proforma Invoice (delivery Document Number).
Lets say during delivery , the proforma Invoice number i punch is 3000 but this document number is not available for A/R Invoice. then how I will maintain this situtation ?
Regards
Rakhi

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

Is there a way for EDI 820 (remittance advice) to identify proforma invoice

Hi,
We have certain customers who pay by proforma invoices. These customers send remittances through EDI 820 which we create as payment advice in SAP. When the cash comes in, the payment advice is not being applied since the document number has the proforma invoice and in FI, the proforma invoice is not stored anywhere.
Proforma invoice in our case is a consolidated billing document that is not passed onto FI. Any thoughts to have the payment advice apply when the cash comes in even though the customer pays by proforma?

Hi,
We have certain customers who pay by proforma invoices. These customers send remittances through EDI 820 which we create as payment advice in SAP. When the cash comes in, the payment advice is not being applied since the document number has the proforma invoice and in FI, the proforma invoice is not stored anywhere.
Proforma invoice in our case is a consolidated billing document that is not passed onto FI. Any thoughts to have the payment advice apply when the cash comes in even though the customer pays by proforma?

Proforma Invoice for Contracts in CRM

Hi,
We have a setup where we print invoice documents from the billing document of the contract.
Now the requirement is to print the proforma invoice for the contract without doing the actual billing in the system.
How can we do this. I found that there can be a billing type with Proforma invoice type however we cant assign it to the existing billing item category.
Regards,
PP

Hi 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

How to create the PROFORMA INVOICE

Hi all,
How to create the PROFORMA INVOICE.
T-code?
Regards,
T.Muruganantham

Dear Anantham,
After completion of the delivery you can create proforma invoice with reference to the delivery document in the transaction VF01.
You can create Proforma invoice with reference to the Sales order also.
Go to VF01 transaction enter the billing type as F5 if you want create proforma invoice with sales order.
or Enter billing type as F8 it you want to create proforma invoice with delivery.
Before all these things you should have the copy control settings between order to proforma invoice and delivery to proforma invoice
I hope it will help you
Regards,
Murali.

How to Restrict Excise invoice of cancelled Proforma Invoice?

How to Restrict Excise invoice of cancelled Proforma Invoice?
I have cancelled (Completed ) Proforma invoice and now I want to restrict creation of excise invoice

Try with J_1I7_USEREXIT_EXCISE_BEF_SAV
thanks
G. Lakshmipathi

Proforma invoice screen shots

Hi sd gurus,
can any one plz send me the process of proforma invoice and invoice list process to my mail id
[email protected]
thanks & regards,
srinivas

you can set proforma inv through copy control f5. and f8
that is ex or-proforma inv and lf-proforma inv.
in case of inv list type it is assigned to billing doc type vofa.
there are two types of inv list types for 1.inv and debit memos2.credit memos.
you have assign factory calender for inv list type in CMR , biling view
in factory calender we have to set o which date inv list to be generated ex. 30th of every month
based on this all inv generated in the whole month will go to payer.
we can also set whether ind inv can be released while billing or only at the month end

No output has been selected for printing in Proforma Invoice

Hi,
I have created PO for STO and delivery (Delivery Type NL) through billing VF01, billing type (JEX) and creation of excise invoice, T-code u2013 J1IIN with reference to Proforma Invoice, it is working fine.
I have maintained the billing output (JEX) in condition records (T-Code- VV31). When I have save the proforma invoice and selected the issues output system showing Error u201CNo output has been selected for printingu201D Message no. VF302"
Can any body tell me what is problem for configuration steps or I have missing any steps?
Useful answers duly rewarded
Regards,
Devendra

Hi Devendra
check the following things :
Go to VF02 ->header data ->output-> click on analysis
Check the access sequence (key combination) in your output type details.t.code V/40.
check wheather the output procedure has been assigned to the output type or not
check the condition record has been maintained or not VV31 . If maintained check the key combinations entered, transmission medium also .
Regards
Srinath

Proforma Invoice and shipment

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