Proforma Invoice

[Former Member]

Hi,

What are the Key Configuration Setting to Generate Proforma Invoice..

if we maintain in Item category Billing relevance "D".and in Sales Document type In Billing tab order and Delivery Related Billing........system is Accepting only Proforma Invoice but not Normal Invoice .

Thanks in Advance

Regards

Raj

[Former Member · Accepted solution]

Hi Venky

You need not change the "Billing relevance " in the Item category. Irrespective of that you can create Proforma Invoice.

If it is a standard item, then set "Delivery related" in the as Billing relevance in the Item category and if it is service item then maintain it as "Order related".

So it should not create any problem while creating normal billing (order related or delivery related which is applicable)

You can create a Proforma In voice either from Sales order (Proforma Invoice F5) or from Delivery document (Proforma Invoice F8).

So the required copy control OR -

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> F5 and LF -

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> F8 must have been set in customisation.

In Copy control at Item level, you must ensure that "Billing quantity updation +ve/-ve" field must be disabled. Beacuse updation in quantity does not take place by creating Proforma Invoice, therefore you may create as many Proforma Invoice as you like.

[Former Member]

Hi,

Why dont you try setting both del &ord related billing as blank in VOV8 for your order type ?.

Later in VF01 you can select your required billing type.OR you can try creating new order type & setting F5 for ord.rel. billing & F2 for Del. related billing.

Edited by: harish padakannaya on Nov 11, 2008 6:14 AM

[Former Member]

Hi,

The billing relevance indicator has to be blank for creating proforma invoices,the indicator D allows you to make free of charge outbound deliveries.In sales document type billing column for order rel F5 and delivery relevant F8.

hari challa.

[Former Member]

HI,

W/o Maintaing this iam not able to Do Proforma Invoice

Regards

Raj

[Former Member]

Hi,

Without maintaining this also you can create proforma invoices by choosing the billing type as a proforma invoice in vf01 screen