Skip to Content
avatar image
Former Member

PROFORMA INVOICE

Dear Experts

We need to create Proforma invoice to customer for components, not assembled earlier to the shipped machinery due to late delivery from vendor. In such case, there is no sales order or purchase order reference. However, we need the invoice for customs clearance purposes but without billing.

What is the type of Proforma invoice to be used in such situation?

could u please any one advise?

Thanks in advance

Add comment
10|10000 characters needed characters exceeded

  • Get RSS Feed

2 Answers

  • Aug 17, 2007 at 08:50 AM

    hi,

    see this link it malp you

    You would have to use TCode FB70 if you want to create invoice without reference to any document.

    Visit teh following for step by step procedure:

    http://help.sap.com/bp_bblibrary/500/Documentation/J03_AR_InvPostwAClg_BPP_EN_US.doc

    Add comment
    10|10000 characters needed characters exceeded

    • Former Member

      Dear buddi

      Thanks for ur response.

      Is it any impact in finance without reference? becoz we already sent the FG part without this one component (due to urgent) and sent invoice for FG

      now we need to send that one component

      please advise

  • avatar image
    Former Member
    Aug 20, 2007 at 04:02 AM

    Dear Experts

    I am waiting for your response

    please advise

    thanks

    Add comment
    10|10000 characters needed characters exceeded

    • Former Member

      Hi,

      If I'm understanding it correctly. You have created an invoice with a FG and have sent the same to the customer. Now as part of that you would have created the sales order also which would have this one material which you are trying to send to the customer now. Create a proforma invoice using the same sales order provided you have entered the same on the sales order.

      Proforma invoices are created a documentary evidence for the goods and will not be accounted anywhere. It is sent in advance showing all the details. In this case you can make use of document type F5 or F8 based on your need.

      If you make use of FB70 the financial transaction is recorded and it would have impact on your financial statements, so pls don't use.

      Your sales order would definitely have the material if you are trying to send it now to the customer, based on that create a proforma invoice using transaction VF01 referencing the order ( billing type F5) and it should solve your issue.

      Hope it helps.