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author's profile photo Former Member
Former Member

Billing in advance

Hi dear all,

I have a problem with a billing in advance order. A staff member of the sales department created the invoice (Proforma invoice for Delivery xxxxxxxxxx) in a wrong way. She handled it like a normal order. To make this possible she deleted the Material in the order and readded this material afterwards. After that it was possible to generate the Proforma invoice for delivery. But it seems that the reference to the contract has been lost.

The order is in the document flow of the contract, but there appears no delivery or other documents attached to the billing in advance order in the flow of the contract.

If we check directly in the order, the contract appears and the proforma invoice !!!

The problem is that the amount of the delivery is not subtracted from the amount of the contract. So there is a difference of the amount concerning the contract between us and the customer.

The sales department donu2019t want to cancel the following documents, because then it will be generated a credit note and the financial balance is after that incorrect.

Do you know how we can correct that?

I hope you understand the problem the way I explained.

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  • author's profile photo Former Member
    Former Member
    Posted on Dec 14, 2011 at 08:49 AM
    "If we check directly in the order, the contract appears and the proforma invoice !!!"

    This is the standard behaviour of referencing.

    The sales department donu2019t want to cancel the following documents, because then it will be generated a credit note and the financial balance is after that incorrect.

    If this is proforma invoice, there shouldn't be any accounting document. Please check. Just ignore this invoice and wait for time to bill original.

    Manually complete the contract order if required.

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