Invoice before outbound delivery

[tushar_saxena]

Hi All,

I do aware that in sd module invoice will be done after delivery and pgi, but in one case my international client wants invoice have to be done after sales order and thereafter outbound delivery with reference to sales order.

I tried this one in development server and half way down, I m facing some challenges like :-

Not able to change billing quantity .
Invoiced fully and goods movement status is completed yet also sales order status is being processed.

Please advice me how to solve it.

Thanks
Tushar

[Lakshmipathi]

Unless you share with what configuration, you were trying, it will be difficult to propose suitable solution. Moreover, when logically thinking, after submission of the billing document, (in your case, without posting the goods issue, you have generated billing document), to the end customer, why you want to change the quantity.

The option would be to overcome from this is, to generate F8 Delivery related proforma before doing the PGI, do goods issue with whatever quantity change is needed followed by commercial invoice.

[tushar_saxena]

Dear Sir,

Thanx for your valuable input , actually in one of our client government wants commercial invoice first then with the reference of sales order we can do delivery n number of times ,invoice should be made one time only. As like standard sales order made of 10 quantities wants to deliver it partially and invoice can also be done partially or single for multiple deliveries. My scenario is same suppose we have made sales order of 10 quantities customer/business wants to make invoice and delivery for only 5 quantities how can i do invoice for that 5 quantities ?

[tushar_saxena]

Hi ,

My concern is still unresolved , please suggest what should be the correct way in sap , is below requirement will be done or not feasible?

• Actually client need invoice first, but this invoice will be stored in virtually for reprinting, MIS etc. but will not impact FI anyway. Suppose the value of invoice is 100 and quantity is 10.

• Now let us say production manufactured 1 pcs. Created outbound of 1 pcs then the material document should be created by 1 qty and FI/customer should get hit by value 10.

• Now after 2 days let us say production manufactured 2 more pcs. Created outbound of 2 pcs then the material document should be created for 2 qty and simultaneously FI/customer should get hit by value 20.

• Now suppose further for any reason it is decided that remaining 7 pcs will not be shipped (whether manufactured or not), the customer account will remain hit by value 30 only.

So at the end, the invoice created in the beginning will have value 100 and quantity 10. But outbound will be 3 quantity only and customer will hit by value 30 only.

Please suggest.

[Lakshmipathi]

how can i do invoice for that 5 quantities ?

As long as your delivery quantity is not going to change, you can very well generate commercial invoice but in your original post, you have mentioned this

Not able to change billing quantity

which is not possible once you save the billing document.

[tushar_saxena]

Dear Sir,

My concern is if one sales order is created with 10 quantities , in standard we can do partial delivery and invoice but in my case can i make partial invoice and partial delivery?

Thanks
Tushar

[pjcools]

Hi Tushar

You should be able to generate a Proforma Invoice as lakshmipathi.ganesan has stated - F8 billing type. In the standard system you should be able to generate this from the sales order especially for this purpose. It is not a financial document though.

Thanks & Regards

Phil Cooley

[tushar_saxena]

Hi Phil ,

I want to post invoice yet with accounting document before delivery and pgi as per some government rule.

Thanks

Tushar