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How to configure PRO-FORMA invoice for milestone billing?

Feb 01, 2017 at 10:53 AM

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Hi all,

My earlier vendor already configured milestone billing.
Now my client wants pro-forma invoice for each payment (down payment/partial payment/final payment).

I browsed and checked, and got to know the below step:
SPRO - Sales & Distribution - Billing - Billing Plan - Define and Assign Date Categories -
->Maintain Date Category for Billing Plan Type
-> Select the combination of "billing plan type (milestone) and Date Category"
-> Assign Billing type (F5/F8) here.

But I am wondering, there must be some more steps to configure, I have no further idea. Kindly help me fix it

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1 Answer

G Lakshmipathi
Feb 02, 2017 at 04:06 PM
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Most importantly, you need to ensure Copy Control between your contract / order type to proforma in VTFA with the required item category. It seems you have not searched Google to find out any clue to your query.

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