how to create proforma invoice wrt quotation

[Former Member]

Hi all

In export sales after quotation received we made proforma invoice to customer for advance payment or LC purpose.

After customer payment /LC received we convert quotation into sales order by checking LC or advavance payment aginst quotation.

How to map this in SAP ?

[Former Member · Accepted solution]

Hi,

1. Maintain copy controls between quotaion to proforma billing document.

2. Assign proforma billing type in quotation order type throgh VOV8.

3. Maintain pricing procedure and the is to be copied from quotation to proforma billing document.

4. Process proforma billing documents

5. Pring proforma billing document for documentation purpose

Regard

Goutham

[claudia_neudeck]

I close this tread because the last action was before two months

[Lakshmipathi]

Dear Sachin

You can try with this

- Go to VOV8, select QT and maintain F5 in the field Order rel.bill.type under Billing tab

- Go to VTFA, copy F1 and OR document types and rename it. Maintain the required item category and save

- Go to OVAZ, maintain the sales area to your QT

- Go to OVKK and maintain the pricing procedure for the combination of your sales area, customer pricing procedure and document pricing procedure

thanks

G. Lakshmipathi