Proforma invoice configurations

Dear SAP guru's
      I need to know the step wise process for Proforma Invoice configuration settings, if anyone is having - kindly send it to my mail ID [email protected]
regards,
reshmi

Hi reshmi
Proforma invoice is nothing but one type of billing document - u have invoice, proforma invoice,credit memo,debit memo, cash sales invoice
similary u have proforma invoice - in proforma invoice the values will not be posted to accounts coz there will be no generation of accounting document
Proforma invoice type is f5 and f8 (order related del related ) it is similar to configuring  f1 /f2 except that in proforma u have to check the posting block
Generally in export business u will create a proforma invoice to the client to show how the invoice will appear after billing or in a business where some adjustments are needed after adding the tax for specific export zones (u will finally prep invoice)
u can go to vofa and find the config of f5 or f8 and copy do the changes if reqd
regards
kishore

Similar Messages

  • Proforma Invoice configuration/ assignment

    Dear SAp guru's
        I have done the assignment of F5 and F8 to my sales document - i am not able to get the proforma output, whether i have to assign the output for this billing document or to the sales order, delivery - i am confused and i am not getting any reply from my friends
    kindly help me out.
    regards,
    Reshmi

    hi,
    in both the cases you have to maintain the o/p determination procedure for the billing types only. make sure you have created the cond. records in vv31 and maintained the printer setting along with it. also check if the o/p types are assigned to the o/p determination procedure.
    for sales orders you have to maintain the condition records in vv11 and for deliveries in vv21.
    if you intend to use the same o/p type for sale order, deliveries and billng- i guess its not doable.
    proforam inoices are meant to be used wen you do not want accnting enteries to hit books. they are generally used as reference docs to create excise invoices.
    saurabh

  • 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

  • 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

  • Can a excise invoice be created for a proforma invoice

    Hi frenz,
    For Intracompany stock transfer order a excise invoice has to be created.Here they raise a proforma invoice for a PO. Now they want to raise a Excise invoice(tcode: j1ib) for that Proforma invoice.
    So is it possible to raise a Excise invoice for a proforma invoice? If so wat has to be done....
    Regards,
    vimal

    Hi,
    Excise Invoice is created based on Proforma Invoice or
    Invoice (based on configuration, it can also be Delivery).
    The Process Flow will be as under:
    Process 1:
    Sales Order (VA01 / VA02 / VA03) --> Delivery (VL10A / VL10C
    / VL01N / VL02N ? VL03N / VL04) --> PGI (VL02N) --> Proforma
    Invoice (VF01 / VF02 / VF03) --> Excise Invoice (J1IIN)
    Process 2:
    Sales Order (VA01 / VA02 / VA03) --> Delivery (VL10A / VL10C
    / VL01N / VL02N ? VL03N / VL04) --> PGI (VL02N) --> Invoice
    (VF01 / VF02 / VF03) --> Excise Invoice (J1IIN)
    You can find more info this here.
    [Link|http://www.allinterview.com/showanswers/57937.html]
    regards
    sadhu kishore

  • Proforma Invoice in Stock transfer Intra company

    Hi Gurus,
    I am trying to make Proforma Invoice in STO Intra company. But it is giving the errror "Not relevant for billing". Actually i want to create a excise Invoice from this Pro forma Invoice. I have also maintained NLN item category in Copy control between NL to F8. but still the invoice is not created. Can anybodu plz tell me where i am missing the configuration?

    Hello,
    I presume, your configuration settings are correct. check what billing type you assigned to NLN item category and what billing type you are selecting during VF01
    Regards
    Anil

  • 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 Consignment Fill-up

    Hi,
    Everytime there is a delivery out from my company, we need to submit a proforma invoice to custom.
    Now we plan to implement the Consignment but we facing a problem. After we created the transcations for consignment fill-up (sales order type KB and its delivery order), we want to create the proforma invoice (F8) based on the delivery order but an error occured as below:
    "80008164 000010 Item category LF KBN cannot be invoiced with billing type F8."
    Is this message telling that consignment fill-up transaction can't use as reference to create a proforma invoice?
    Is there any configuration that I need to do to allow the creation of proforma invoice based on the consignment fill-up transaction?
    Thank you.

    Hi Aaron,
    You can have a Proforma Invoice for Consignment Fill-up. For this use the following path:
    IMG> Sales and Distribution> Sales> Sales Documents> Sales Document Item--> Define Item Categories. Here select the Item Category KBN and select option "D" for Billing Relevance field and  "X" for Pricing field (seen in the Business Data option).
    Also maintain Copy control between the Delivery type & Billing type using T-code VTFL. Here ensure Copying requirement as 009(DlvRel.pro forma hdr) at Header level. And at Item level select Item category as "KBN" with Copying requirements as 010(DlvRel.pro forma itm), Billing Qty as "B" and Pricing Type as per your requirement.
    Hope this helps you.
    REWARD if it helps you!!
    Regards,
    Ajinkya

  • Proforma Invoice in Intracompany  STO Process

    Hi Gurus,
    I am trying to make Proforma Invoice in STO Intra company. But it is giving the errror "Not relevant for billing". Actually i want to create a excise Invoice from this Pro forma Invoice. I have also maintained NLN item category in Copy control between NL to F8. but still the invoice is not created. Can anybodu plz tell me where i am missing the configuration?

    Check the item category determination for Scheduling agreement DL at sales document level. Use T-code VOV4. If the ItmCat is DLN, then go to VOV7 and check "Relevant for Billing" field (under business data). If it is blank, then change it to 'A" delv rel billing, and save.
    Now create your STO and delivery and do PGI. Create the invoice, should not give error.
    reward if useful.

  • 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 not created for stock transfer order

    Hi Experts
    while creating a proforma invoice for stock transfer order between the plants we are not able to create proforma invoice , the process is replenishment delivery is created and Wm is also done and the billing with reference to delivery and the item category is relevant for billing with value J, and below is the message i get whilw creating invoice
         Technical data
             Tech. data details
              Client                                
              Group Number
              Sales Document Number                
              Item Number of the SD Document         000010
              Schedule Line Number                   0001
              Counter in Control Tables              00
              Message Identification                 00
              System Message Number                  001
              Output Type                            E
              Message Variable 01
              Message Variable 02
              Message Variable 03
              Message Variable 04
              Group Type                             F
    No biliing documents generated
    Please suggest.
    Thanks

    This explanation is not in detail and hence I am not clear about your configuration settings. 
    First go to IMG Logistics-General => Tax on Goods Movements => India => Business Transactions => Outgoing Excise Invoices => Assign Billing Types to Delivery Types.
    There ensure that you have assigned the billing type JEX (assuming that you are using the standard) to your delivery type NL.
    Perhaps, you can also try with "D" for your item category in Billing Relevance field but I am not sure this will solve your issue.  Try in development client.
    thanks
    G. Lakshmipathi

  • Restrict excise invoice from proforma invoice after reverse PGI

    Hello experts,
    Our sales flow is stock transfer order-> Fast Delivery-> PGI -> Billing (jex)--> excise invoice
    If we have to reverse the PGI first .System give error (cancel excise invoice first)after cancel excise invoice reverse pgi then cancel proforma invoice (complete).
    But once Again excise invoice  allows me create from cancel billing document.
    My requirement is I want to  restrict excise invoice from billing document which already cancel and reverse post good issue.
    Thanks

    HI G. Lakshmipathi,
    I have checked configuration it same as you suggested.
    I have compared  ABAP code in report MJ1IINI01 with other system ,
    there is code to check the cancellation of proforma invoice
    *Check if proforma is cancelled (Billing type is JEX & VBRK-VBTYP = 'U')
    *For proforma,VBRK-FKSTO is not set as X,but VBRK-RFBSK will be set as E
    IF WA_VBRK-VBTYP = 'U' and WA_VBRK-RFBSK = 'E'.
         MESSAGE e264(8i) WITH j1ii100-vbeln.
       ENDIF.
    But in my system its not shown .
    So how can i activate this message is there any setting in IMG to activate message .

  • Proforma Invoice creation and changes to PI

    Hi,
    1. Can we create a proforma invoice with reference to a quotation in standard SAP ( hope not), if so how 
         to configure it if not how to do the developement ( using ABAP ).
    2. Can we chage a proforma invoice once it is created , can we change the quantity and price of the items.
    I request you to provide me the answers for my queries.
    Thanks
    Venkat.

    Dear Venkat,
    > 1. Can we create a proforma invoice with reference to a quotation in standard SAP ( hope not), if so how 
    >      to configure it if not how to do the developement ( using ABAP ).
    Here no need of ABAPer
    For this requirement you can get through maintaining copy control settings between your quotation type and proforma invoice type F5.
    You just copy  the standard settings between OR and F5 through VTFA transaction then change the document types item categories to your document types and your item categories.
    > 2. Can we chage a proforma invoice once it is created , can we change the quantity and price of the items.
    Again it will depend upon the copy control settings between quotation and proforma invoice.
    Billing quantity controlled by Billing quantity field at item level copy control settings.
    Pricing controlled by Pricing type field at item level copy control settings.
    I hope this will help you,
    Regards,
    Murali.

  • Problem with pricing condition type in case of proforma invoicing

    Hello All,
    the problem is related to a pricing condition type in case of proforma invoice where the details are as follows -
    Name of Condition Type - ZADC - Add 10% on Cost                                         Access seq.   Z038 Diff
                                                                                    Plus/minus    A Positive
    Cond. class -  A Discount or surcharge
    Calculat.type -  A Percentage
    Cond.category - Blank
    Manual entries      D Not possible to process manually
    Amount / Percent - Checked
    Item Condition - checked
    Scale Basis - Quantity
    Currency Conversion - Checked
    Quantity Conversion - Checked
    This condition type has been kept as statistical in the pricing procedure. Still in the proforma invoice the condition type is not getting reflected automatically , whenever I am updating with " carry out new pricing " option the condition type is getting populated.In case of other commercial invoices this very condition type is getting populated automatically without any updates.Along with this point to be noted is that the Condition type in which the actual costi is captured has been kept active.
    What more needs to be configured or what are the changes to be done to populate the condition type automatically as statistical during the time of proforma invoicing?
    Thanks & Regards
    Priyanka Mitra

    Hi,
    Kindly do the pricing analysis and check whether you have the following error such as
    Inactive condition type because of subsequent price,
    Regards,
    Ravi

  • Output type for Proforma Invoice for return delivery from delivery type RLN

    Client require Output type Proforma Invoice for return delivery to vendor. As such return item category is not relevant for pricing so from delivery to proforma invoice can not have with p-ricing. I got quantity correct but pricing is coming Zero.
    Client have ZPAC as packing list output type from delivery which shows quantity and pricing. So decided to use the same logic to pull pricing for proforma invoice from delivery.
    Here delivery has standard output ZPAC as packing list with access sequence Z002 as Delivery Type.
    I want to pop up output type for all return delivery so using access sequence with delivery type/vendor.
    Vendor filed does not exist in delivery output type so brought that firld LIFNR.
    It is assigned to procedure and maintained ZPRO output type for Proforma invoice. Asigned VV21 on front end.
    Problem Still automatic output type ZPRO is not poping up. What type of access sequence will help me to pop up or what in configuration am I miising?
    Appreciate help for solution at earliest.

    Hi Padamsree,
    I know Pricing & output very well.  I need profomra invoice to be printed with quantity & value for return goods to the vendor. Pricing is associated with Item category RLLN for delivery type RLL which is return type delivery.
    I need to have pricing in my Proforma invoice which is copied from delivery to billing document VTFL. Just check well how it is working in the system & if you know please answer so that it should be workable on the system. As theoretical answer may not be helpful. Appreciate for your time.
    Thanks

Maybe you are looking for