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author's profile photo Former Member
Former Member

Proforma Invoice

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

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    author's profile photo Former Member
    Former Member
    Posted on Nov 11, 2008 at 05:33 AM

    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 -


    > F5 and LF -


    > 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.

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  • author's profile photo Former Member
    Former Member
    Posted on Nov 11, 2008 at 04:32 AM

    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.

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  • author's profile photo Former Member
    Former Member
    Posted on Nov 11, 2008 at 04:58 AM

    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

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