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Former Member

proforma invoice

Hi all

What are the settings you need to create a proforma invoice from a sales order

for sales doc. type : OR

item cat. :TAN

in copy control what i need to change

Thanks regards

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8 Answers

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    Former Member
    Sep 18, 2008 at 05:57 AM

    Hi,

    You want to create billing with ref to sales order or delivery , Pl confirm

    Rajesh

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    Former Member
    Sep 18, 2008 at 05:58 AM

    Hi

    Maintain copycontrols between the Billing type and order (VTFA) for order related proforma invoice and like wise between Billing type and the Delivery type (VTFL) for the delivery related proforma invoice.

    Thanks,

    Ravi

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    Former Member
    Sep 18, 2008 at 06:02 AM

    Hi,

    u need to maintain copy controls OR to F5, SD DOCUMENT CATAGORY-U.

    BEST REGARDS,

    VENKATASWAMY.Y

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    Former Member
    Sep 18, 2008 at 06:08 AM

    Hi,

    This is standard facility provided by SAp. Just go to vf01, enter sales order no and enter billing type as F5 and execute.

    You will get proforma invoice.

    If any issue , pl communicate.

    Rajesh

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    Former Member
    Sep 18, 2008 at 06:36 AM

    Hi Shibaa

    Proforma invoice are two types

    1. F5---Order related Billing

    2. F8---Delivery related Billing

    First of all do copy controls for Or to F5 and LF to F8

    So for proforma invoices there will be no Accouting documents. Its only record of goods sales.

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  • Sep 18, 2008 at 06:36 AM

    Dear Shibaa

    If you are doing this transaction with standard order type and billing type, then you can proceed as it is by going to VF01, give the sale order reference and execute.

    On the other hand, if you have some zee document types, then you need to maintain copy control in VTFA for your sale order type and billing type (doc.type F5) and also the item category TAN.

    thanks

    G. Lakshmipathi

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    Former Member
    Sep 18, 2008 at 07:43 AM

    Hi there,

    In VOV8, add the F8 in order related / delivery related billing for your sales order.

    In item catg VOV7, select that the item is relevent for billing (order / delivery) & pricing should be carried out setting X..

    Then in copy control VTFA from order to invoice, at item level, select what kind of pricing you want to carry. If you want to carry new pricing, then option B, if only to redetermine taxes , then setting G.

    Regards,

    Sivanand

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    Former Member
    Sep 19, 2008 at 03:42 AM

    Thank oyu all

    Done

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