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Former Member

A/R reserve Invoice as Proforma Invoice

Hi experts,

I have one doubt in A/R reserve invoice. My Client is using Proforma invoice. They will send this Proforma invoice to their customer to get get Confirmation about the Invoice. Once their Customer, confirms that proforma invoice, Our client will prepare the Original A/R Invoice. This flow is done manualy.

when i map this flow in B1, i cant create A/R invoice after posting the A/R reserve invoice having SO as base document. I can only create Delivery & A/R credit memo. More over when i was trying to create A/R Invoice by selecting the that Specific SO as base document. I can find that SO.

Can you help how to map this flow in SAP B1.

With thanks

Manickam

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1 Answer

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    Former Member
    Feb 25, 2009 at 07:32 AM

    Proforma Invoice is different than Reserve Invoice.

    A Proforma invoice is just like a confirmation and I would suggest you customize the Sales Order PLD

    and send it as a proforma invoice

    Reserve Invoice is mainly used when you receive advance payment on a order against this.

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    • Former Member Former Member

      Both have very similar function. In case of A/R downpayment the transactoin can be configured to post to the a different GL account (like a downpayment account) defined on the BP Master instead of realizing it as Revenue).

      The accounrting is well tied in case of Downpayment Invoice.

      Suda