Restrict proforma invoice

HI,
How can we restrict the user, not to create proforma invoice for STO delivery before PGI
(In the standard sap we can create proforma invoice before pgi as well as after pgi).
Regards,
Ramky

Dear ramky,
Why don't share how you had solved?
Closing the thread without answer does not look good.
saravanan

Similar Messages

Restrict proforma invoice without doing pgi in STO(same company code)

Hi Gurus',
I am creating STO (same company code) from Exciseable Plant to Non Exciseable Plant.
For that i am creating ME21N> VL10B>VL02N(PICKING & PGI)>VF01(Proforma Invoice)>J1IIN>
Now problem arises ---
I am able to create Proforma Invoice without doing PGI.
Now i want to restrict proforma invoice creation with out doing PGI.
What config require for this.
Regards
Santanu

Check your copy controls fromT. Code: VTFL - Copy-Control Settings b/w Delivery-to-Pro forma say, F8 -- LF
Settings at Header for the combination equal copying requirements 003 Header/dlv.-related and at Item category copying requirements 004 Deliv-related item

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

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 .

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

Restrict multiple Proforma invoice from order

Hello All,
Our customer wants to restrict multiple proforma invoice from sales order.I have written a logic in copy requirement routine.Its working when there is already created invoice from order .But if i try to create invoice first time from order then system doesn't allow me to create invoice and giving message "No billing document were generated ".
Could anybody help.
Regards,
Sachin

Hi,
Restrict multiple Proforma invoices
Thanks & regards.

Delivery note cancellation in case of proforma invoice

Hi SAP Gurus
I am in a typical automotive industry project where stock transfer takes place from factory to Sales Depo. In thsi case we generate STO orders - delivery note-- PGI- Proforma invoice--- Excise invoice .
Now as no accounting documents are generated in the proforma invoice cancellation of proforma invoice is not possible.So it happens that user reverse the PGI and cancels the delivery note.
In many cases he/she remebers to reverse/cancel the corresponding excise invoice generated but there are frequent cases as well where delivery note is reversed and cancelled without reversing/cancelling the corresponding Excise Invoice.
So i require
1. Either the corresponding excise invoice gets cancelled at the time of cancellation/reversal of delivery note.
2. If i could create an error message and validation check that restricts and informs user that a corresponding Excise invoice exists or excise invoice still open .
Please help me out.
Regards
Jaydeep

You can very well control this issue via BADI LE_SHP_DELIVERY_PROC where you can see various "Methods" in which you can also see "DELIVERY_DELETION".
Tell this requirement to your ABAPer who can very well complete the task by using the above method.
thanks
G. Lakshmipathi

How to resrict taking n No. of Proforma Invoices

Dear All,
I would like to restrict taking more no of Proforma Invoices with respect to one SO.
I mean, with one sales order number we can create n (more) no.of Proforma Invoices unlike we create only one Commercial Invoice with reference to one Delivery no.
Please guide me.
Regards,
Ramesh K

Dear Ramu
I am not with SAP access right now
Give me time till monday that is 23.02.2009
I will try to test your scenario and post the findings
Moreover what process you trying Please elaborate a liitle bit more?
Order-delivery-pgi---billng
Here do you want to restrict Proforma to be done only once
Or
Order to billing straight( no delivery involved)
If your scenario is second the proforma type is F5 not F8 and according to me Between Order type to F5 in VTFA copying requirements 311 should work
By mistake have you taken F8 instead of F5 pls check that also
Let me test it and get back to you
Dear Ramu
Check this thread the final post by the friend
Forum post in ERP SD Sales: Copy control problem
Copy control problem
Assign copying requirements at your item level (in iten category) instead of header and try
Regards
Raja
Edited by: ramanathan raja on Feb 21, 2009 10:31 PM

Proforma Invoice updation with revised pricing

Dear Experts,
An condition record had been mistakenly deleted from the system and nearly 1000 Proforma invoices have been created in the system.
As the Proforma invoice do not have accounting document we simulated the updatiopn of the Pricing condition by maintaining new condition record and
we were able to achieve the correct pricing.
Is there any program to update the pricing for Proforma Invoices as a whole? We tried with BDC recording and the recording doesn't record the
selection value for Pricing updation for "VF02 "transaction "- "B"- Carry out new pricing.
Kindly do provide your suggestions.
Regards,
S.RK

As per the current system the Excise invoice is created in reference to the Proforma invoice and system has restriction through user-exit not to create more than one Proforma invoice document.
which was the Exit used here to control proformas
Normally system will creates Excise invoices based on proforma--but the controls will be between delivery document type to billing type(but not on billing type to billing type)
For example in customizing we will maintain copy controls between LF to JEX ---what was there in your case???
(so what was the pricing source here in VTFL)
So in testing server--Have you recreated new proforma and tested whether excise invoice has been recreated based on your new proforma???(update us here)

Re:Cancellation of Proforma Invoice

Hi,
My client requirement is that , He is creating proforma invoice and creating an excise invoice.Now he is able to cancel proforma invoice with out cancelling excise invoice so he wants to control that with out cancelling excise invoice he shouldnt cancel proforma invoice. How we can control or restrict it
Regards
Kiran

Hi,
The completion is almost similiar to cancellation.In VF02,give the billing document number, dont enter.Click billing document in the top, you will click on the 'complete'.The billing document will have a completion indicator.You can see that the status is changed in table VBRK-RFBSK as E which is cancelled.This provision is only applicable for proforma invoice
But coming to Kiran question I dont think there is any provision in standard SAP to control the same.
Regards,
Nithin
Edited by: Nithin N on Sep 24, 2009 11:56 AM

Restrict Proforma creation before approval ( Status Profile )

Dear All,
I have set up status profile for sales order with 2 levels as below
1) ZNA - NOT APPROVED ( no proforma allowed and no delivery allowed ) .
2) ZSM - SALES MANAGER ( proforma allowed and delivery allowed ) .
At level 1 - ZNA Level delivery is getting restricted but the proforma is getting created
i want to stop the creation of proforma invoice till the sales manager approves the second level of approval.
kindly advise how can i restrict the proforma invoice from being created at level - 1 ( ZNA )
With Regards
Mohammed Raees
Edited by: Raeesuddin Mohammed on Dec 27, 2011 1:03 PM

Hello,
You can try billing block at item category level, let me know if am wrong.
Jay

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

Requirement of invoice list in case of a proforma invoice generation.

Dear Experts,
I have a case where the customer is indulged with the export sales & he had delivered the excisable goods to his customer (or we can also consider it under STO as one of the above case) & wants to arise a proforma invoice in context to this transaction with the delivery document being taken as the reference document in the billing screen VF01; where, as I have already mentioned that the PGI has been done. Now the problem is this that the billing document is not getting generated with an information log that, '_The invoice list cannot be determined_'. Now I am not able to understand that why this is happening? This was the delivery related with a single line item.
I went for changing the billing relevance field at VOV7 from 'A' to 'J' & even tried by changing the copying requirement from '010' to '311' at VTFL, from LF to F8 (as this is normally followed during the issue of free samples & subseqyent free of charge deliveries); but was not able to get the required output.
What to do? Kindly assist.
With regards,
M.S.Kumar.
Edited by: M.Santosh.Kumar on Jan 28, 2011 7:25 AM

1) The document flow is like this that between the two plants for e.g. 1000 & 1100 under the same company code the stock transfer needs to take place.
2) Plant 1000 is devoid of the required amount of stock, hence it raised an enquiry for the aforesaid amount of stock with plant 1100
3) Plant 1100 confirmed the availability of stock
4) Plant 1000 raised a purchase order with plant 1100
5) Plant 1100 raised the sales order for the required quantity of stock with plant 1000, & has done the PGI under delivery.
6) Now the plant 1100 wants to raise one proforma invoice with respect to the delivery of goods being done to the corresponding plant 1000 & one commercial invoice for the payments to be made.
7) The processing from raising the purchase order to the delivery of the goods to the respective plant has already being performed.
8) At the moment of creating the proforma invoice with billing type F8, the system is throwing an error message that it is not able to generate the billing document because of the reason that the invoice list date cannot be determined.
or else in the other way, in simple manner what needs to be done when simply the billing document is not getting generated in context to a delivery document because of the reason that the invoice list date could not be determined. Does this have to do anything with the POD time frame or the pricing conditions being defined under the pricing procedure which has not been followed upon while processing the sales order?
With regards,
M.S.Kumar.

Can we generate proforma invoice in case of POD for GI

Hi
Can you please clarify me the following....
Can we generate proforma billing after goods issue if the transaction is POD relevant.
while sending the goods to the ship-to a proforma invoice should accompany the goods.
Is it possible ?

Hi Anil,
Yes you can create Proforma invoice for the delivery after PGI even that delivery is relevant for POD.
You can accompany a proforma invoice while sending the goods to the ship-to party.
I hope it will help you,
Regards,
Murali.

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

Restrict proforma invoice

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