ProForma Invoice Problem for srvices

Hi
my client has a report which is working properly for products but in case of services material its showing/picking complete billed values & quantities?
My client want it be same as products (whatever delivered).In this case from where it would be picking values?what can be the solutions?is there any std setting or ABAP devp is necessary for this?
Kindly please reply
Manoj

Services materail scenario will not work same as delivery scenario, as it will be order related billing. In order related billing, order quantity & invoice quantity will always be the same, untill & unless after invoicing another line item is added to the sales order.
Regards,
Rajesh Banka
Reward points if helpful.

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Proforma Invoice (F8) for Stock Transport Order

With regard to intra-company STO, we have a specific requirement:
Referencing delivery document generated using Xn: VL10B (delivery from Stock Transport Order), we create proforma invoice type F8. Subsequently, excise invoice is created referencing the proforma invoice.We need to capture the material cost plus 10 % of material cost as PR00 value in the invoice.
Problem:
However, here comes the problem: condition type PR00 does not come automaticcally in the proforma invoice, though pricing procedure has PR00 condition type. We have to manually entere the PR00 condition type for every line item (a routine calculates 110% of the value once value is enetered in the manually entered condition)
Is it the standard system behaviour ? Any way out?
with kind regards
Muraleedharan.R

Hi,
Have you maintained the condition records for PR00 , if not than you have to enter it manually at the item level .
If your price is same for all the items than maintain use header condition or else at item level you have to enter PR00 item by item.
Regards,
Krishna O

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?
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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.
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Proforma Invoice with reference to schedule Line

Dear Experts,
Whenever we create proforma invoice related to sales order, the system will copy every thing from sales order and same thing will be reflecting in proforma Invoice. If I want to create a proforma Invoice only for partial, can I do it. Because we dont have any option to change the billing qty in vf01 or vf02. Is it possible to change the qty in proforma invoice.
Regards,
Reji

Hello Friend,
If you want to have Pro forma Invoice with partial quanties then you need to have Billing Plan assigned to your Sales Order.
But if the Proforma invoice with respect to Delivery then you can change the quantity for the same if in the order for the relevant item category if you maintain for Relevance for billing as K (Delivery-related invoices for partial quantity).
Then in billing you can manually go and change the quantity.

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is it possible to close an order by generation of proforma invoice? (for cases in which order is opened only in order to generate a proforma invoice for customs purposes only)
if so how - with what type of order, etc

Hi,
cases in which order is opened only in order to generate a proforma invoice for customs purposes only)
--> go to VOV8, select the order type you with to use, then go to Billing Tab and put F5 ( Pro ZForma customer ) in Order-rel.bill.type. And remove all others under billing tab.
You can use quotation for this. Order Type - QT. if you are going to use QT then the settings are already there.
Let us know.
Regards,
SB

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

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

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 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

Error in VF01-Proforma invoice alredy existed for the delivery

Hello All.
We had a problem with VF01. When entering the delivery and pressing enter we are getting the problem Proforma invoice already existed for the delivery.
From 4 Scheduling agreements(LZ) one delivery(LF) created, picked and packed. Before PGI user made proforma invoice F8.
It created with out error.
After that user done the PGI and tried to create the invoice but the system is thronging above mentioned error.
Please advise use what would be the problem.
Thanks and Regards
SASi

Hi Sasi
Check wheather any batch job is running in background for creating billing documents.If it is working fine then check wheather any enhancement has been done.
Regards
Srinath

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

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

Billing Document Proforma invoice for Returns to vendor

I havescenerio where company is returning material back to vendor due to poor quality. They need material back for next replacement.
Return to vendor process is mad eby me as follows:
Make POME21NMIGOcheck MMBEReturnPO/MB01/MBRL Mvmt Type122+ReasonDelivery RLLType (ItemCatRLLN)PGIStock Reduced MMBE/MB52
Config Settings Item Category RLLN
Billing Relevance D Relevant for Proforma Invoice
Pricing X = Standard pricing
Copy Control Delivery to billing document VTFL
Source RLL Target F2
Header Copying Requirement=009 Deliv related Proforma invoice
Item=Tan Copying Req 010 DLV Proforma Billing qty= D Delivery Qty, Ps/Ng=-, Pricing Type= G Pricing unchanged & redetermine Taxes
PROBLEM: When I am trying to create proforma invocie with reference to delivery Error "Item is not relevant for billing"
Even I maintained everything in item category relevant fro billing. Proforma invoice is required.
Please suggest best way how to resolve this problem.

Hi Aman,
All data are well set & no problem. Now I just deleted Item category RLLN and just reassigned with the same parameter. When i created Proforma Invoice it allowed me to create. Here quantity appeared as 22 pcs but no pricing means No Value for this Proforma invocie. Can you suggest where to check the setting? In setting Item category RLLN i maintained
Copying Req 009= Deliv related Proforma
Data VBRK/VBRP= Blank
illing qty=D (Delivery Qty)
Ps/neg. quantity=Blank
Pricing Type=D (Copying pricing element unchanged)
Thanks for nice tip.
Aman, but I am unable to create F2 billing from this. Here I deleted Item category & reassigned with the same parameter but error log in billing says "The billing item does not conatin quantity".
Copying item maitained as Target F2 Source RLL
Header Copying Req=003 (Header Delivery Related) I also have 904=Deliv-related item
Assignment number=C
Reference number=E
Check box ticked Copying item number
Item category RLLN
Copying Req=004
VBRK/VBRP=003 Single invoice
Billing qty=D Delivery Qty
Pos/Neg=Negative (as goods are returned to vendor)
Pricing type=D (Unchanged)
Rest filed not maintained e.g. Pricing Echnage type, Cumul Cost
When creating F2 from delivery error"Billing item does not conatin quantity"
Means in Proforma and also billing There is no quantity. But in delivery Qty is maintained with PGI. PO also shows Minus for returned Qty 22.
Aman, any further clue will be much appreciated.Thanks for your time.
When I checked delivery with the

Invoice List for Proforma

I have to make Invoice list for Proforma But here I am getting this message as
" The document is not relevant for invoice lists".
How to get ris of this

Hi Pritesh Kumar,
-- In Customer Master Record (XD01) under billing tab Check whether invoicing list Dates & Invoicing dates fields are existed or not.
--If existed check which customer calendar year you have assigned in invoicing list Dates.
--If you dont find these fields go to T.Code OVT0 & select your account group
--select the sales data in field status & click on billing
--make billing period as optional entry & save it
--Maintain the Copy controls for Proforma Invoice (F8) to Invoice list(LR) in VTFF
--in header Copying Req 016
--check mark on copy item numbers
--Pos/neg qty is +
---Go to VF21 and enter the billing document No & Billing Type as LR & Execute
Let me know if your problem is resolved.
Regards
Pradeep

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 Problem for srvices

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