Proforma Invoice Printing

Dear Experts,
As per our business scenario presently we are creating Proforma Invoice with reference to Sales Order number and taking print out of respective output. But now we are facing some problems from user level. Now we have decided to keep proforma Invoice but we don't want to take print of this, we just want to preview/display of that. Can you please advice me whether it is possible or not. How can I stop printing of that?
Your suggestions will be highly appreciated.
Best Regards.
Ripon Kumar Paul

If I want to stop Proforma Invoice service for any particular document type then how can I do that?
If you mean -
For sales doc type OR, RO you would like to have printouts of Proforma invoice; & for Z1OR you would NOT like to have printout of Proforma invoice, then -
You have to create a condition table with fields Billing Type, Sales doc type
This condition table you have to put in your access seq (0001)
Then in VV31, you have to create condition tables for F5, OR; F5, RO but NOT for F5, Z1OR. By this way, system shall NOT find valid condition record RD00 specifically for Z1OR thus NO printout of Proforma invoice for Z1OR, but shall find and print for OR and RO.
Please note you shall have to delete the cond record for cond table Billing type; as already advised.

Similar Messages

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.

Generating Proforma invoice (F8), and getting print immediately.

Hi Gurus,
When generating Proforma invoice for deliveries (F8 type invoice in VF01) they do not print immediately. We have to save in VF01 and then go to VF02 to print. This needs to be changed to print immediately on saving in VF01.
What is the configuration setting involved for this.
Please let me know for the same

IMG --> Sales and Distribution --> Basic Functions --> Output Control --> Output Determination --> Output Determination Using the Condition Technique --> Maintain Output Determination for Billing Documents
--> Here maintain new condition table with a combination of Billing Type, Sales Organization desired fiels & assign the same to Access sequence being used. Ensure that fields are released in Access Sequence.
Maintain Condition record for the same, based on Billing Type, which will address the issue.
Regards,
Rajesh Banka
Reward points if helpful

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

Sales proforma invoice - f.o.c.

Hello,
I have the following issue.
For customs purposes our sales company has to create a proforma invoice with reference to the delivery.
If the order (TA) was for free (itm.cat. TANN) because of warranty, they have to print a proforma as well with the value of the parts.
Now I have the problem that in the proforma invoice it doesn't allow me to change a price from zero to whatever value, cause the itm.cat. TANN is an item without price calc.
Does someone know the correct procedure?
Many many thanks,
Wolfi.

If it is acceptable to display the valuation price of the goods, you can use the value of VPRS (I guesss this is not acceptable for business since they would disclose confidential information)
Other options might be:
- if the f.o.c sales document is created with reference to the original sales document, you can pick up the price from there
- you can try to simulate the pricing in the program of the form (using FM "PRICING", "PRICING_DIALOG" ??? - I haven't tried them...just found them on sapfans forum; if necessary you can; you can try to find better standard FM or develop your own solution)
Just my ideas...
Edited by: Csaba Szommer on Apr 9, 2011 8:43 PM

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

Proforma invoice for Inbound delivery

We are managing the inbound logistics in SAP. The proforma invoice is required for the inbounds deliveries with respect to PO. This prof forma invoice sits on the portal and is printed out by vendor when they ship to us a truck that is crossing the border.
I tried to copy Billing doc type F8 and maintain copy control for it. It seems like the billing create program would not alloe the ' inbound delivery 'doc category'
FORM KOMFK-VBTYP_PRUEFEN.
IF T180-AKTYP = CHARH. (Debugger valueT180-AKTYP = H)
IF VBUK-VBTYP NA VBTYP_LIEF AND ( Debugger value VBTYP =7 )
VBUK-VBTYP NA VBTYP_VERK AND (Debugger value VBTYP_VERK =ABCDEFGHIKLW0)
VBUK-VBTYP NA VBTYP_FAKT. (Debugger value VBTYP_FAKT=MNOPSU56
MESSAGE E105 WITH VBUK-VBELN.
But during ZF8 invoice creation wrf to inbound delivery I get an error ' document is neither sales document nor delivery document".
Does anyone have any thoughts ?
Thanks .

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

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.

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

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

Proforma Invoice for down payment

hi,
please what is meant by proforma invoice for down payment and steps for that please help me.
Thanking you,
Madhu

H,
An invoice that is created on paper for exported goods to provide the customs authorities with evidence of the cost of the goods.
When you deal in export, you may need to print pro forma invoices. They are used to give the importer or the responsible authorities in the import country details about forthcoming shipments.
A pro forma invoice appears exactly the same as a customer invoice. The difference is that this invoice does not need to be paid. Therefore, the system does not forward data to Financial Accounting (FI). No statistical data is created on the basis of pro forma invoices.
http://help.sap.com/saphelp_47x200/helpdata/en/4a/ac853478616434e10000009b38f83b/frameset.htm
check this is it will helps u
With regards
Rajesh

User exit - proforma invoice

Hi,
I would like to give hard stop while saving a proforma invoice if there is no pricing. I have set the condition type as mandatory in the pricing procedure, but still it allows to save the proforma invoice with just a message. This in turn gives the user to print the proforma invoice and sent to customers.
So I would like to give a hard stop, which should not allow saving of the proforma invoice if there is no pricing record for a particular condition type.
Can anyone tell me what user exit I need to use to give a hard stop?
Thanks in advance.

Please close this one as you opened another User exit for VF01 for the same issue.

SAP REFX - HOW TO RAISE PROFORMA INVOICE FOR CONTRACT

Dear Experts,
I am looking for a clarification WRT to REFX - lease in scenario.
Actually we are using REFX for paying RENTALS / CAM charges.....etc for the rental objects.
I would like to know if i want to Raise a Proforma invoice / Invoice based on the contract / postings, Is it possible in REFX / If yes Pls suggest to do needful.
Thanks,
N.S.Rao

Dear N.S.RAO
It's my pleasure for your help.
Please, try to check below items ;
   1) RERAIV (Invoicing Screen)
       - If you want to create the invoice for planned cash flow, you check the due date
         when you want to create the period and this contract must be activated
         on the system status.
   2) Configuration for Rent Invoice
       - Go to the IMG :
         RECACUST >> Accounting > Rent Invoice > Number Range for Rent Invoice
       - Go to the IMG :
         RECACUST >> Accounting > Rent Invoice > Company-Code-Dependent Settings
   3) Configuration for Correspondence
      - Go to the IMG :
        RECACUST >> Correspondence > PDF-Based Forms (Mass Print and Single Print)
                                > Forms > Define Forms
        (==> Form name : RE_CN_120, Try to change the form by "Smart-forms")
      - Go to the IMG :
        RECACUST >> Correspondence > PDF-Based Forms (Mass Print and Single Print)
                       > Correspondence Activities and Applications > Correspondence Activities
         (==> Correspondence Activity : T520 , Do not check the "Inactive")
For your information, I will try to my sample screen.
Regards,
Jeong, Yeong Chul

F8 proforma invoice automatically created, after PGI

After completing PGI, business wants to take a printout of proforma invoice F8 automatically. How to do this?
The truck driver shall take this invoice to the SH To address. Give him 1 copy and get another signed copy back.
Please help, thank you in advance!

From this link, below post is the best answer -
Proforma Invoice F8 automatic creation
Two questions -
1. Is it functional consultant's job or technical consultant / ABAPer's job to do - to setup a Batch job for the Proforma invoice with the Program SDBILLDL in the transaction code SM36?
2. Below indicates that when delivery is created then - via program running in batch - Proforma shall be created, but my business requirement is upon PGI, how to handle this?
Thank you!
Re: Proforma Invoice F8 automatic creation
Posted: Sep 23, 2009 1:54 PM in response to: NICKELODEON Reply
Hi,
You need to setup a Batch job for the Proforma invoice with the Program SDBILLDL in the transaction code SM36.
Goto the Transaction code SM36 and setp a job with the program SDBILLDL , then it will fetch all the Deliveries which are pending for the Billing of proforma.
And in the Transaction code NACE create a output type and assign the Print program and the smartform to the output type .
Create the print program in SE38 and the Smartform in the transaction code SMARTFORMS with the help of ABAPers
Assign this Output to the Output determination procedure .
Now maintain the condition records for the Pfororma billing document F8 and the sales organisation
In the condition records maintain the Medium as PRINT OUTPUT
and the Despatch mode as the 4 ( process the output once the document was saved).
Now once the Delivery was created, the batch job will fetch the delivery and create the proforma invoice and then the output which was created in the NACE will trigger automatically and process.
Once it was process, Spool will generate and simltaneously the output request and the invoice will send to the printer maintained in the condition records.
Please do the above steps and revert back if u find any issue in doing.
regards,
santosh
Edited by: Typewriter on Aug 23, 2011 1:17 AM
Edited by: Typewriter on Aug 23, 2011 1:25 AM

Proforma invoice is created for delivery without PGI in STO(Depot sales)

Dear Gurus,
I am facing a strange issue, user created Purchase order with some material X of 4 quantity, and he created the replenishment delivery for 1 quantity and without doing any Picking and PGI but system allowed to create proforma invoice with 4 quantity I checked the copy control config settings for Delivery and Proforma invoice all are maintained fine (viz., billing qty as D, copying req:311 and Data VBRK\VBRP:001)( Ichecked the change log for delivery but I didnt observed any chanes in delivery) .. strange to watch ........created the same scenario in quality but system doesnt allowed to create proforma invoice without PGI and picking(Just one month before quality is refreshed with Production).
If anyone faced the same problem let me konw the solution ate the earliest.
Best Regards,
Kishore.SGR

Hi
As already said, as per the standard the Performa Invoice do not check the Goods Issue status of a Delivery since it uses the Copying Requirement 009 in transaction VTFL.
If you want your performa invoice to be created only after the PGI of a delivery, then use the Requirement 003 in Copying Requirement field for the combination of your Delivery Doc. and Billing doc. in transaction VTFL at Header level.
Regards
Amitesh Anand

Proforma Invoice Printing

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