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Provisional invoices appearing the Billing due list

Former Member
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Hi,

In the Billing due list, Only Differentail invoices should appear excluding the provisional invoices.

Notes: After goods issue, provisional invoices should give place to Differential invoices.

Please, provide me with possibilities

Thanks

Vish

Points would be awarded

Accepted Solutions (0)

Answers (1)

Answers (1)

Lakshmipathi
Active Contributor
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Dear Vish

Can you please let me know what do you mean by "Differentail invoices" and "provisional invoices"??

thanks

G. Lakshmipathi

Former Member
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Hi Lakshmipathi,

Here is the brief explanation i have -

In the oil industry agreements are often made with customers to create invoices based on the average price of a product over a certain period of time. If the product is delivered before the final date we can create a provisional invoice. When the averaging period has ended and the final price is known, the price difference is invoiced by creating a differential invoice.

Say an oil company is shipping the product and the mode of transport is water. The product reaches the place after a month. Its not necessary that the oil company has to wait till the product reaches the customer. Instead, a provisional invoice is created and the customer is billed, but still the final price is taken on the day the product reaches. Then on the final date a final invoice for the differnece amount is generated (Differential Invoice). If there are more than one provisional invoice then all the invoices are cumulated at condition type level and the difference betweem this sum and the final price is given in differential invoice. This is the concept and best pratice when using differential invoices.

Referring to the above notes, after goods reach customer, Differential invoice should get populated in the Billing due list screen.

The issue is - after goods reach customer also, still provisional invoices are visible in the Billing due list screen instead of Differential invoices. Additionally, another invoice type, Delivery proforma invoice, not linked to Accounting, are also visible.

Only differential invoices should be visible in the Billing due list.

Hope, i was not very clear (to the best of my knowledge).

Thanks

Vish

Former Member
0 Kudos

Hi Lakshmipathi,

Awating your suggestions.

Thanks

Vish

Former Member
0 Kudos

hello, friend.

i believe that our friend Lakshmipathi has a better solution. but in the meantime, my humble take on this issue...

i don't know if your requirement can be covered by IS-Oil, but a possible work around is if you have an initial 'provisional' price then the transaction could be billed with a pro forma invoice using either billing type F5 or F8. you could also come up with a price and bill the customer outright using an estimated price (calculated by the pricing procedure with or without enhancements), and then do an invoice correction later on for the price differences.

if this interests you, please post again.

regards.

Former Member
0 Kudos

Hi Jonathan,

Thanks for ur idea. I wud work on it and get back to you. And plz do not take it wrong for taking a guy's name (He was the only one who responded and the issue was quite urgent)

Thanks

Vish

Former Member
0 Kudos

hello again.

oh, don't worry about me. i have the highest respect for the other SD guys. in fact, i'm enjoying myself reading their postings.

regards.