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Former Member
May 10, 2013 at 02:28 AM

How to trigger a provisional revenue following proforma invoicing?


Dear friends/experts,

In a case where in, I will have to configure/integrate with FI in such a way that, when a proforma invoice is generated post PGI, provisional revenue to get generated. I know this is unusual interms of revenue generation in proforma invoicing! But, that is how it has to be and it is just provisional revenue!

I have learnt that, a provisional G/L would be created. Requirement is that, after proforma invoicing, provisional accounting must happen as below;

Debit-Provisional Invoice Amount & Credit-To sale (just provisional and it will not affect customer).

After the approval of the proforma invoice, the above debit&credit will be knocked off (reversed).

Then, when billing is done, actual invoice will be processed. (Debit-customer account & Credit-revenue G/L).

Kindly suggest expert thoughts and suggestions on;

1. Is the provisional accounting (Debit-Provisional Invoice Amount & Credit-To sale) is possible after proforma invoicing? Please elaborate.

2. How SD consultant will play his part interms of integration with FI to make this? What all configuration is required?