What is the process of creating a Proforma Invoice

[Former Member]

Hi,

Could any body tell me what is the process of creating a Proforma Invoice.

Thanks,

srinivas.

[Former Member]

Hi,

Solved.

Thanks,

srinivas.

[Former Member]

Hi Sreenu

Proforma Invoice can be created either from Sales order or from Delivery document.

If you are creating Proforma Invoice with reference to Sales order than it is F5 ( Order related Proforma Invoice).

If you are creating from Delivery document than it is F8 ( Delivery realted Proforma Invoice).

Proforma In voice is mostly used in Export transaction.

From Proforma Invoice there is no posting to FI, so no Accounting document is created.

Status in the reference document is not updated, therefore you can create as many Proforma Invoice as you want.

PGI is not necessary before creating a Proforma Invoice.

You can create Proforma Invoice F8, before PGI aswell as after PGI also.

In the copy control, the "Billing quantity +ve/-ve" field is kept disable, so that by mistake also you can not update the Billing quantity.

So, go to t.code VF01, put the order number and in the "Billing type " field choose "F5" and then press "Enter" , the Order realted Proforma In voice will be created.

Similarly, when you want to create a Delivery related Proforma Invoice,go to again VF01, put the Delivery doc number , choose F8 in the "Billing type " field and press Enter button.

I

[Former Member]

T.Code: VF01

Billing Type:

F5 - Order Related Proforma Invoice

F8 - Delivery Related Proforma Invoice

Regards,

Rajesh Banka

[Former Member]

Hello,

You can create the Proforma with reference to Sales order or with reference to a delivery document. The profroma type F5 will be used to create an order relevent proforma and F8 will be used in the case of delivery relevent Proforma.

The copying control must be set between the source documetn and the target document

Eg: RAS --> F5

LF ---> F8

Prase

[Lakshmipathi]

Dear srinivas

It is as like normal billing process.

That is once you post the goods issue, you run T.Code VF01 to generate proforma invoice. The document type for Delivery related proforma is F8 and if it is order related,

Of course, you need to have copy controls for the above.

VTFA - Order to Billing (OR to F5)

VTFL - Delivery to Billing (LF to F8)

thanks

G. Lakshmipathi

[Former Member]

Hello Srinivas,

The pro forma invoice uses the billing type F8(delivery related billing/F5--order related). It is an invoice that does not post any financial amounts into any general ledger. It is used for information purposes onlyu2014for example, to accompany the shipment of products across a border post, thus being used to represent the actual value of the articles. The actual invoice may be sent to the customer via post.

Another example of the use of a pro forma invoice would be the invoice representing the value a customer must claim from a superior authority before the business sends him the actual payable invoice. just go to VF01, choose F8 and create..

Rgds,

Rags.

Edited by: Rags on Aug 13, 2008 11:20 AM