How to generate an proforma invoice?

[Former Member]

Hi,

Could you kindly tell how to generate an proforma invoice??

Assumed that we have an Sales order/VA01 created, and Delivery Order(Vl01n)Followed generated..

Then how does the proforma invoice be generated?

Thanks.

Edited by: Hoo Laa on Sep 1, 2008 8:13 AM

[safeer_rahman2 · Accepted solution]

HI Hoo laa...

A/R Reserve Invoice funcitionality of SAP Business one allows us to create proforma invoice...Proforma Invoice allows you to issue invoices for warehouse items without deducting the items from the inventory. If you create a reserve invoice, SAP Business One creates an accounting journal entry without creating an inventory entry.

You can create Proforma invoice by Tcode VF01 and the billing type is F5- Proforma invoice w/r to order and F8- Proforma invoice w/r to delivery...

Hope this helps.

Thanks,

Safeer Rahman

[Former Member]

Hello,

There are different types of Proforma Invoices. It can be created either with reference to a sales order or a delivery. The Prforma type for order related is F5, and delivery related is F8. The transaction code used is create billing document (VF01).

The copying control between the relevent order type and proforma type and delivery type and proforma type must be set.

Prase

[Former Member]

Enter the delivery no below "delivery"

Select the billing type F8 and execute. (VF01 t-code)

[Lakshmipathi]

Dear Hoo Laa

As like commercial invoice, you have to go to VF01 and execute.

For order related proforma, you should have copy control in VTFA for OR--F5 and delivery related proforma, in VTFL, LF -- F8

thanks

G. Lakshmipathi