The auto capture of Pro forma invoice when Creating the orginal invoice

Dear All,
Can some suggest me how to achieve this functionality:
In one of my requirement I am creating the Pro-forma invoice and the actual invoice using different billing types using the code: VHF.
The problem is when I create the actual invoice the preformed invoice document number is not appearing by default.
Please help me understand how can the system will dispaly be default the Performa inv

Hi Lakshmipathi,
I am doing Order related billing.
Steps are:
1. Creating the contract--VA41
2. Creating the Pro forma invoice--Vf01 with differnt billing type.
3. Creating the Actual invoice -VF01 with nother billing type.
I beleive this happens becoz of the copy controls but when I am creating the Actual invoice with reference Proforma invoice, the Proforma invoice number that is already generated by System is not automatically picking up in my VF01 as I need to enter manually.
Thanks
ANGKS

Similar Messages

How to Create a Pro Forma invoice (F5) for selecetd items in the order?

Hello,
Is there a way to create a F5 Proforma invoice for an order, but for selected items? e.g if the sales order has 5 line items , is there a way to select the items we want to create the proforma for? or it's always going to create the proforma for all eligible items?
Thank you so much.
Irfan

Dear Satish,
Thanks for your reply.
Without getting into config and setting up the invoice split criteria, when creating a proforma is there a way to select the line items from the order and create the pro forma invoice only for those items?
Thanks.
Irfan

Pro forma invoice problems if billing plan is used

Hello experts,
i have a problem again with the billing plan.
To problem now is the pro- forma for following case:
A billing plan is used for the items in the sales order. only at the end when the delivery gets prepared at the end, the pro forma invoice will be created.
The billing relevance for the item category is 'I' - with the billing plan type (a partial billing with % used).
For the proforma the entire value should appear on the Pro forma finally when the manufactured modul passes the customs.
I am struggling with the correct copy control settings.
The already billed values do not appear on the PRO Forma - for the 'real bills' it is ok.While creating the pro forma the related message appears in the log.
Which settings in copy control for the copy control (sales order --> billing type (pro forma) do I need to use if I need to have the entire sales order item value on the pro forma bill.
all helpfull answers are highly appreciated.
Thanks a lot in advance
Kurt

Hi Kurt,
If you are using a billing plan say periodic billing plan; then i dont think you will have a delivery created against it. From the order / contract; it would be a billing document.
If you are planning to use any of the billing plans; then invoices are bound to split based on invoicing dates and the settings of billing plan.
If you are planning to pull all the parts for the purpose of customs then probably you can plant to develop a new output type that would print the details from the billing document (instead of Proforma from delivery). This new output type will be used for "N" number of billing documents against a sales order / contract in order to capture all the part numbers in it. So if you have 3 parts in the order and 6 invoices, then the new output would get triggered 6 times and you will end up with 6 prints.
Making changes to incorpoate billing plan related copy control settings would turn your development / configuration more complex.
I hope i understood your question correctly.
Hope this helps;
Regards,
Syed Nasir

Canceling pro forma invoice

In case of repair orders, is it possible and recommended to cancel pro forma invoice?

The pro forma invoice is not a sales document, but a print out (usually from invoice document, sometimes also from delivery document).
Therefore you can only cancel the printout, or you will cancel the real invoice.
Some scenarios that use pro-forma invoices when invoice get's created, but release the documents to accounting later and print the real invoice after realeasing it to accounting.
So if you do not want to create an real invoice, then cancel the invoice after the proforma got printed. But to answer qour question: I doubt that there are many scenarios where it would make sense.

Pro forma invoice from a Delivery Output using "8 - Special Function"

SAP Gurus
I am interested to create a proforma invoice for a delivery that is created in the system using VL01N. I am using an option to use the Delivery output to be allow creation of the pro forma invoice. I created a new output type and assigned 8 - Special function as the medium of the output.
I managed to find a BAPI that serves this purpose perfectly. Please look at BAPI_BILLINGDOC_CREATEFROMDATA. Enter the following Parameters.
In table BILLINGDATAIN insert one line with the following data:
ORDBILLTYP = ZFDP
REF_DOC = Delivery number
REF_DOC_CA = 'J'
The BAPI when it runs on own, creates the required pro forma invoice. But when it is attached to the output type to be triggered as a special function, does not work. What kind of routine should I enter in the processing routine.
Program on output screen is ZFDP_BAPI
Form Routine is ENTRY
there is a routine maintained inside the program ZFDP_BAPI called "ENTRY"
Inside the subroutine ENTRY, the BAPI_BILLINGDOC_CREATEFROMDATA is invoked.
Please advice.
Thank you.

Hello
Thanks for the reply. Earlier when I was using the BAPI BAPI_BILLINGDOC_CREATEFROMDATA, The BAPI used for the output type did not work as it uses u2018Commit Worku2019 statement and it interferes with the u2018commitu2019 of standard program. Due to this reason the transaction dumps every time.
Are you performing the output with dispatch time '4' ? - the answer is yes, I am.
Just double -checking with you that if you decide to use Use BAPI BAPI_BILLINGDOC_CREATEMULTIPLE and call it in background task, do you think that the we can get past this issue short dump issue?
Thanks

Pro forma invoice for particular customer.

Gurus :
one of our Customer 389, is asking for a Pro Forma invoice to be created with each on of their orders when they ship. Can this be set up? and how
Full points will be given.
Thank you
Van bills

Hi
Proforma inv can be created with ref to order and del
F8 is the proforma inv which is created with ref to del in std SAP
F5 is the proforma inv which is created with referance to order in std SAP
Proforma inv is a type of billing doc which is used for export transactions which gives info abt billing but it cant be treated as an actual billing doc or even as a duplicate bill
No billing doc can be created referring Proforma inv
You can give as many as Proforma inv to a customer because billing status doesnt get updated
The final actual billing can differ from the details given inProforma inv
Data from Proforma inv doesnt get transferred to accounting
Regards
Raja

Very High Pro Forma Invoice Issue

Hi, any one explain about this
Very High Priority- Pro Forma Invoice Issue
how to create proforma invoice issue and where it can be used. In which scenarios we can use it.

Hello,
You can create Proforma Issue with the billing type F5 for Order related billing and F8 for delivery related billing.
A Proforma invoice is an invoice provided by a supplier in advance of providing the goods or service. The term pro forma (occasionally written proforma) comes from a Latin phrase meaning, "as a matter of form". Its meaning depends on the context in which it is used. In business terminology, A pro forma document is provided in advance of an actual transaction. Such a document serves as a model for the actual documents of the transaction. A pro forma (or proforma) invoice is a document that states a commitment from the seller to reserve some goods to be sold to a certain person, the buyer. The buyer places an order and if the seller agrees, it extend a proforma invoice; when the buyer receives this invoice and agrees to all the terms specified in it, the goods are sent and the proforma is replaced by a commercial invoice (the definitive document). <b>A proforma invoice doesn't establish any obligation of transfering money from the buyer to the seller.</b>
Regards,
Gauravjit.
Reward points if the explaination is helpful

What are customizing steps to create pro forma invoice from STO delivery?

I have copied FUPI output for pro forma invoice billing type F8. I tested and was able to successfully get it to work for a regular delivery that was created from a standard sales order. However, I need this to also work for a stock transport order created delivery but I keep getting the error that the item is not relevant for billing. I have searched the web for 2 days and did find one posting that was exactly the same issue that I have and the person asking the question said they solved the problem but did not provide the answer as to how.
I tried changing the item category NLN billing relevance to D from a J and that did not work either. I need the pricing to print on the pro forma invoice also. On a standard sales order created delivery it works like a charm.
this is what I hope to accomplish - create sto - create delivery from sto - create pro forma invoice for customs
Any help would be greatly appreciated.
thanks in advance
Donna

Hi
In VOV7 the billing relevance for item category NLN should be maintained as A (delivery related billing)
Then you need to maintain copy controls in VTFL between NL to F8
In copy controls at header level copying requirements should be 009
At item level for item category NLN copying requirements should be 010
Pricing is picked from the OVKK settings that is for your sales area, CPP as the receiving plant is the customer, and DPP from the billing type of F8 For this combination you need to maintain Pricing Procedure
In VTFL At item level for item category NLN the pricing type should be B
If you need to maintain this settings you can create F8 proforrma invoice in intra comapny STO
Regards
Raja

Dynamic layout elements determination logic for output of Pro-Forma Invoice

This is my requirement below. Please give the suggestion
Business requires output to be generated in name of the client, with client logo and scenario specific data elements. To do this in Standard SAP will require to define hundreds and hundreds of layouts. By making most of the client/scenario elements on the layout we can greatly reduce the number of required layouts and reduce implementatuion effort and lead-time.
     The goal is to define a generic table that will hold most of the dynamic layout elements for different document types and countries, including logo, sender address etc.
      For this we will create Z-versions of the output types BA00 ( Order Confirmation, ZPRI (Pro-Forma Invoice) and RD00 (ZD00 Invoice).The layout text blocks will be permanently fixed.The print Program user-exit should call the Z-table that holds the dynamic layout elements and retrieve these elements and merge them with the matching layout text block.
Message was edited by: janardhan b

Hi Janardhan,
   Even I have faced the similar situation.but what we have done is instead of calling the dynamic text elements..Why don't we call the text elements based on the required condition ,Then u dont have to maintain all the text elements required in the table.In the table we can only have the doumnent type,client name,logo name and address.
In the print program if u r using script layout then call the required text elements (write_text) based on the client name and document type that is fetched from the Z-table,Otherwise if u r going for smartforms then with in the layout give the condition under the conditions node of the window or the text.

Wrong payer value while creating PRO FORMA invoice for multiple delivery

Hi experts,
I am trying to create PRO FORMA Invoice for multiple deliveries thru VF01.
The problem here is the payer value is copied as the value of payer for the first delivery to all invoices. All other fields are picked up properly.
Please help me to idenify the problem. Also if I create the invoices thru VF04 the invoices the created with correct payer.
Thanks in advance.

Hi Ankur,
Thanx for the input.
Right now we have customized routine 909 for header level and std. routine 004 for item level.
Code for routine 909 is
FORM BEDINGUNG_PRUEFEN_909.
SY-SUBRC = 0.
Fakturasperre
IF LIKP-FAKSK NE SPACE.
SELECT SINGLE * FROM TVFSP WHERE FAKSP = LIKP-FAKSK
AND FKART = TVFK-FKART.
IF SY-SUBRC = 0.
PERFORM VBFS_HINZUFUEGEN USING '000000' '014' SPACE SPACE SPACE.
SY-SUBRC = 4.
EXIT.
ENDIF.
SY-SUBRC = 0.
ENDIF.
break-point.
SELECT * FROM VBFA WHERE VBELV = LIKP-VBELN.
IF VBFA-VBTYP_N = 'U' .
PERFORM VBFS_HINZUFUEGEN USING '000000' '148' LIKP-VBELN
SPACE SPACE.
SY-SUBRC = 4.
Insert + Unicode/Upgrade Project
STOP.
LEAVE SCREEN.
Insert - Unicode/Upgrade Project
ENDIF.
ENDSELECT.
ENDFORM.
can u please check n confirm if the wrong value is coming due to this code?
Thank in advance.

How to create pro forma invoice (F8) in this way

hi all,
we would like to create pro forma invoice with reference to DO(PGI done). At the same time update
LC#Number under the header text and update Box No. under the item text.
we're looking for one step solution(either BDC,bapi...etc) because there will be printing come out once the invoice is saved. we don't wish to come back to update the header text and item text again to print second time.
thanks.

Hi
In VOV7 the billing relevance for item category NLN should be maintained as A (delivery related billing)
Then you need to maintain copy controls in VTFL between NL to F8
In copy controls at header level copying requirements should be 009
At item level for item category NLN copying requirements should be 010
Pricing is picked from the OVKK settings that is for your sales area, CPP as the receiving plant is the customer, and DPP from the billing type of F8 For this combination you need to maintain Pricing Procedure
In VTFL At item level for item category NLN the pricing type should be B
If you need to maintain this settings you can create F8 proforrma invoice in intra comapny STO
Regards
Raja

Convert Multiple Deliveries into one PRO Forma Invoice

Hi,
I need to create a single PRO FORMA invoice for all the multiple deliveries for a single single Customer.
1. Which Copy control do I have to do it?
2. Should I do at Header or Item Level?
3. What are the Config settings required to do this?
4. What kind of checks to be done in this process?
I checked the Copy control in SPRO in Pro Form Invoice (F8) for Delivery: Its 009.Looks like this is Header level.
Thanks
Kiran

Hi Shiv ram,
Thanks for ur reply..
As per your reply:
In VF01, enter the delivery documents and click on enter button. Then go to Menu - Environment -> split analysis.
I didnot find this option in VF01. Am in 4.7EE.
If the reason is foreign trade data, then I suggest in the copy control (transaction VTFL) for billing document (proforma invoice), put the following values;
You are right to some extent. Once this Proforma Invoice is created, I need to move this data to GTS system.
For determine export data - 'B' Redetermine the export data
For Allocation number and Reference number fields - 'E' - Actual billing document number.
I didnot understand any thing in this.
Can you please provide more clearity.
Thanks
Kiran

Packing list and Pro forma invoice

Dear Experts,
Can i print a Pro Forma Invoice from the Sales Order (before delivery) ?
Can i print the Packing list without making handling units (the materials comes in Cartoons) ?
Thanks for your time

Hi,
For both, yes.
To print order related proforma invoice, in t.code VF01 select the relevant order related proforma invoice document type and create the proforma invoice. Then you can print it.
In the same way you can print the packing list in VL02 or VL02N t.code. In VL02N, go to menu Outbound delivery ->Issue delivery output. Here select the output for packing list and print. Printing packing list without making handling unit really depends on the packing list print program.In the program if it is coded to look for handling units, then without handling unit you can't print. Otherwise, you can try.
Regards

Add frieght charges to a pro forma invoice

How do you add freight charges to a pro forma invoice?
Thanks,
Sean

HI,
Generally Freight charges are determined in delviery document and then from here it will be copied into billing if you want.
But directly if you want to add into proforma billing then u need to maintain these condition types in proforma pricing procedure and make a setup in copy contol picing type field then redetermine the pricing in proforma invoice..
Regards
sankar

Obtaining a pro-forma invoice

Hi,
My MacBook was stolen, and to make an insurance claim I need to provide a pro-forma invoice as evidence of the cost to replace the item.
Any idea how I can get that?
I'm also abroad with very high call charges (and have just lost a lot of cash in the robbery!!) so if there is an online way to do this that doesn't involve international calling charges that would be great!
Many thanks

You could try sending an email to the Apple Store where you bought the computer.
https://locate.apple.com

The auto capture of Pro forma invoice when Creating the orginal invoice

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