Proforma Invoice for Sales Order

Hi,
Currently, SAP will generate all items using the entered SO for Proforma Invoice despite that some items already being created.
There isn't any suitable user exit to filter those checking on items being generated.
Please revert if there is any other way in doing it.

Hi
My suggestion is to use the copying requirements at the item category level in the copy control in VTFA
Copy routine is created in VOFM
KIndly take the help of ABAPER for the Code, example given below
if vbap-vbeln is not initial.
select single * from vbfa into wa_vbfa
where vbelv = vbap-vbeln
and posnv = vbap-posnr
and VBTYP_N = 'U'.
if sy-subrc = 0.
concatenate 'proforma for sales order ' vbap-vbeln 'and' vbap-posnr 'already generated' into lv_text separated by space.
message lv_text type 'E'.
endif.
endif.
Regards
Damu

Similar Messages

Proforma Invoice for Consignment Orders / Internal Orders

Hello,
we need to implement a consigment inventory (for customers) in our EBS 12.1 environment.
A search in the forum pointed me to this flow that looks quite good already:
(quoting Sandeep Gandhi from thread: Consignment Order in Oracle ( 11.5.10.2 and R12)
>
1) Define each customer as an org
2) When you receive first sales order, create an internal order to ship material from your warehouse to the customer. This ensures that your inventory is updated, shipping documents are generated and invoices are not created. This also ensures that the inventory continues to show up as an asset on your books.
3) When you receive consumption advice from customer, create a regular sales order which will create invoices.
4) This ensures that at any point in time, you can know exactly how much is at each customer location. And you can easily process return of consignment material by doing another Internal Order.
>
That looks almost perfect to us, except one thing: we need a proforma invoice when we ship the material (point 2).
Does anybody know how I could generate a proforma invoice for an Internal Order?
Or did anyone solve that problem differently?
Thanks in advance,
David.

I know that you can generate a proforma invoice for an ISO if the ISO is between 2 different OU.
But the customer Inventory orgs I suggested earlier are typically under the same OU (unless you have reasons to do it otherwise) and so Oracle probably won't generate a Proforma invoice.
If that happens, you can create a custom document and print it along with the shipping documents for the ISO. You don't have to worry about a/c transactions since proforma invoice is basically a commitment that states price/qty etc. It is not really an AR invoice.
Hope this helps,
Sandeep Gandhi

Vendor invoice for sales order delivery cost condition type

Dear SAP guru,
We have a scenario where we have added certain delivery cost in the sales order as condition type. There will be an accrual posting out of this condition type. We have defined the vendor code in the condition record.
The question is how to generate an invoice on this vendor with reference to Sales order, as there will not be any purchase order for the delivery cost.
Thanks in advance.
Rama

did you already apply note 1585042
Symptom
You create a Sales Order with multiple third-party items. The system
automatically generates an MM Purchase Requisition with multiple line
items. Each of these line items can have a different fixed vendor
(field EBAN-FLIEF).
In the Customizing transaction VOV7, the Sales Item Category (usually
TAS for Third Party) has the field ALEKZ 'Create PO Automatically'
selected. Therefore, one or multiple follow-on Purchase Orders will
also be created from the Requisition data during the same Sales Order
creation workflow. The system creates a separate Purchase Order for
each fixed vendor (supplier) found among the Requisition items.
During this ALE PO creation, if one of the Requisition items fails to
successfully create a PO, the next relevant PO created may have an
incorrect vendor in its header. The vendor in the PO header may not
match the fixed vendor that was designated in the Requisition line item.
Solution
Implement the attached code corrections. After this correction,
regardless of whether one of the Requisition items fails to generate a
PO, any PO that is successfully created during the process will have the
correct assigned vendor.

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

Query for Sales order and corr.AR Invoice Info

Hi,
I need to write a query which gives the flollowing sales order info along with the coressponding AR invoices info
Sales Order columns reqd:
OPERATING_UNIT
ORDER_NUMBER
CUSTOMER_NUM
CUSTOMER_NAME
ORDERED_DATE
FLOW_STATUS_CODE
TOTAL_ORDER_AMOUNT
AR invoice columns reqd for the sales orders:
Invoice number,
Invoice date,
Invoice Total.
Can anyone help me out with this?
Thanks,
Ash

Hi Ash,
There are some issues that must be defined before you have the exact query.
Do you have freight charges or non-inclusive tax? If you have, freight charges and tax amounts must be included?
Depending on you grouping rule, you can have lines from more than one order in a single invoice. In this case, as invoice amount you want the sum of all lines, or only the lines from that order?
Below is an example using two views. It assumes that grouping rules split lines from different order into different invoices.
Hope it helps,
Ketter Ohnes
create or replace view order_summary as
select oh.org_id,
oh.ORDER_NUMBER,
oh.header_id,
ott.name tt_name,
ca.account_number,
p.party_name,
oh.ordered_date,
oh.flow_status_code,
sum(ol.ordered_quantity*ol.unit_selling_price) total,
sum(ol.tax_value) tax,
(select sum(operand)
from OE_PRICE_ADJUSTMENTS_v x
where x.header_id = oh.header_id
and x.adjustment_type_code='FREIGHT_CHARGE') freight_charge
from oe_order_headers_all oh,
oe_order_lines_all ol,
hz_cust_accounts ca,
hz_parties p,
oe_transaction_types_tl ott
where ol.header_id=oh.header_id
and oh.sold_to_org_id = ca.cust_account_id
and ca.party_id = p.party_id
and oh.order_type_id = ott.transaction_type_id
and ott.language =
(select language_code
from fnd_languages
where installed_flag = 'B')
group by oh.org_id,
oh.header_id,
oh.ORDER_NUMBER ,
ott.name,
ca.account_number,
p.party_name,
oh.ordered_date,
oh.flow_status_code;
create or replace view invoice_summary as
select a.interface_header_context,
a.trx_date,
a.trx_number,
b.interface_line_attribute1,
b.interface_line_attribute2 tt_name,
a.customer_trx_id,
sum(b.extended_amount) invoice_total
from ra_customer_trx_all a,
ra_customer_trx_lines_all b
where a.customer_trx_id = b.customer_trx_id
and b.interface_line_context = 'ORDER ENTRY'
and b.line_type in ('LINE','FREIGHT')
group by a.interface_header_context,
a.trx_date, a.trx_number,
b.interface_line_attribute1,
b.interface_line_attribute2,
a.customer_trx_id;
select *
from order_summary o,
invoice_summary i
where o.order_number between :1 and :2
and o.order_number = i.interface_line_attribute1
and o.tt_name = i.tt_name;

Query for Sales Order and AR Invoice Information

Hi,
I need to write a query which gives the flollowing sales order info along with the coressponding AR invoices info
Sales Order columns reqd:
OPERATING_UNIT
ORDER_NUMBER
CUSTOMER_NUM
CUSTOMER_NAME
ORDERED_DATE
FLOW_STATUS_CODE
TOTAL_ORDER_AMOUNT
AR invoice columns reqd for the sales orders:
Invoice number,
Invoice date,
Invoice Total.
Can anyone help me out with this?
Thanks,
Ash

Hi Ash,
Table RA_CUSTOMER_TRX_ALL can be joined to RA_CUSTOMER_TRX_LINES_ALL table through CUSTOMER_TRX_ID column. The table RA_CUSTOMER_TRX_LINES_ALL.INTERFACE_LINE_ATTRIBUTE6 = OE_ORDER_LINES_ALL.LINE_ID. And from the LineId, you can get the HeaderId os the OE_ORDER_HEADERS_ALL table.
You must have visualized the query by now.
Thanks
Sumit

BAPI or FM for Invoice made for sales order...

Hi Experts,
Is there any BAPI / FM for Invoices made for sales order for the month or date wise, party wise, etc.
I want to make a report invoices made during the given period for sales order.
Yusuf.

check this BAPI to get invoice details
BAPI_BILLINGDOC_GETDETAIL.
see the documentation to know how to use.
Regards
Peram

Diff pricing procedure for invoice and sales order?

can u please help me out in the following question
Is it possible to have different pricing procedure for sales order and invoice?

hi venkat,
yes we can very well have different pricing procedures for order and invoice. for the combination of
sales org + dist chan + div + <b>document pric proc</b> + cust pric proc --- > Pric Proc.
we determine the pric procedure. So, just have a different document pricing procedure for sales order document type and invoice document type. You can have a different pricing procedure with this change.
Hope it helps. Pl reward if useful.
Thanks
Sadhu Kishore

Invoiced blocked for sales order (configurable material external procurement )

Hello Expert
Configurable material external procurement
Invoiced blocked because ,"Error reading the material cost estimate for sales order "75501"
Message no. KE292
Diagnosis
In Profitability Analysis (CO-PA), the system tried to valuate item
000010 of sales order 75501 by reading the corresponding product cost
estimate.
However, no product cost estimate could be found for this sales order
item.
The system accessed product costing for product 10820 using costing
key 002 as defined in the
CO-PA Customizing
settings.
System Response
The system cannot process the document any further.
Procedure
Check your Customizing settings.
Note:We can't run cost estimate and releasing it because it's a configurable material but external procurement. We place a purchse order based on configurable sales orser
Thanks
Parves

Hello Declan,
Thanks for your reply. Could you please give me the steps for Maintain the
sales order cost estimate?
Requirement: Customer service receive order with variant configuration product,
then MRP Crete PeReq, convert PO and
send to supplier .Supplier configure the product and direct delivery to
customer. Supplier sends an invoice to us. Then we send invoice to our customer
Thanks
Parves

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 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 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

Amount is not coming into the Invoice for Warranty Order

Salute All !!
Amount is not coming into the Invoice for Warranty Order which is Free of Charge.
This amount is not going to Customers debtor A/C, means there is no any A/C posting for this specific Amount because this is free of charge Sale (Warranty Order).
This is required by A/C department to put Value in to the Invoice to show so Transporter can carry the material as 0 value material is unable to Transport.
Please provide solution.
Rgds
Srivastav
+91-9973504950

Hi,
Because you are not billing to customer the net amount is zero-
You can do like bill the component as regular item and give credit note against it.
or else create seperate billing output type assign this to proforma invoice- print the cost of item by pulling it in new smart form.
(this is not very good idea because , customer knows the actual cost of the item)
Thanks
Chidambaram

How to look for sales order number if I know outbound delivery number?

How to look for sales order number if I know outbound delivery number?

Hi ,
If you want to see the Sales order Number from Outbound delivery or invoice,go to their respective T-codes,say for example,
for delivery,Goto Tcode: VL02N / VL03N.There you will find Document Flow Icon,click on that,or press F7.
You will get a window,there you can see the Sales order Number before your outbound delivery Number
With Thanks and Regards,
Priya

Proforma Invoice for Sales Order

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