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Unable to create PROFORMA INVOICE (for billing plan)

Mar 16, 2017 at 01:52 PM

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Hi all,

Brief input:
(i) it is sales order related billing scenario
(ii) it is milestone billing

I am unable to create proforma invoice. When I get into invoice creation screen via VF04, billing type F2 appears by-default and it is grayed out, and does not let me change to F5 or to any billing type.

In VF04, even if I try directly specifying the sales order number, billing date (as per billing plan) and select F5, and click execute, system considers F2 again and it is grayed out. Since I need pro-forma invoice, I wont click SAVE here.

Below is the existing configuration:
1. In VOFA for F5, SD doc category = U, cancel billing type = blank
2. Copy Controls in VTFA (because it is order related delivery):
For the respective order type (ZOR1) and billing type (F5):
at header level, copy requirements - 007, Determ Export data - B
at item level, copy requirements - 008, Billing Qty - C, Pricing type - G

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Are you able to create a proforma via VF01 by manually entering the billing type and without specifying any dates?

If you cannot create a proforma even from there, it makes sense to check for custom logic.

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3 Answers

RUPESH KANCHARLAWAR Mar 19, 2017 at 02:02 PM
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Kindly Check with VF01 >> Specify Order Number >> Billing Document overview

If system is showing bill there then it must come to VF04

At VF04 "Document to be selected" Section select "order relevent" then provide billing date,billing type,Sales order,sales area

If system not understand then you have must have assigned billing document type f2/ or replication of f2 in vov8 in zor1

Regards,

Rupesh

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Not sure you've understood the original post. OP is saying they cannot chose the proforma type because the field is grayed out. How would this information help OP with this issue?

In our system, billing type field is open and does not depend on any selections in VF04. That's why two people have already suggested there is something non-standard going on in the OP's system. Let's wait for OP to clarify before throwing darts at it randomly.

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G Lakshmipathi
Mar 16, 2017 at 03:30 PM
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Check whether you have copy control in VTFA (though you have mentioned) for both the billing document types with the respective item categories. If maintained and still you have issue, then check RV60AFZC

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Dear Lakshmipathi,

Should I check RV60AFZC?
If yes, could you tell me how do I check it?
If no, I believe, an ABAPer should check it.

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Yes ABAP team should check whether any exit is causing the issue

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Jelena Perfiljeva
Mar 17, 2017 at 03:28 PM
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This does not look like standard behavior. I'd suggest to ask your ABAP team and not just about a particular user exit but about any custom work in billing transactions.

Transaction ANST might show implemented user exits/BADI but I'm not sure. There could be other transactions available for that depending on what release you're on.

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