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Mandatory Proforma invoice

Former Member
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Hi,

my client wants it should be mandatory to create proforma invoice before commercial invoice, end user should not be able to create commercial invoice without creating the proforma invoice.

Please advice how ot configure this?

Thanks in advance.

Regards,

Abhee

Edited by: Abhee J on Nov 6, 2008 10:46 AM

Accepted Solutions (0)

Answers (3)

Answers (3)

Former Member
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HI ABHIJE,

APART FROM OUR FRIENDS SUGGESTIONS , I WUD LIKE TO CONTRIBUTE FOR YOUR QUERY,

TO KEEP PROFORMA INVOICE AS MANDATORY, WE CAN MAKE SETTINGS AS FOLLOWING.

IN SALES ORDER DOCUMENT , MAINTAIN PROFORMA BILLING DOCUMENT TYPE

MAINTAIN COPY CONTROL FROM DELIVERY TO PROFORMA

DO NOT MAINTAIN COPY CONTROL FROM DELIVERY TO COMMERCIAL TYPE

MAINTAIN COPY CONTROL FROM PROFORMA TO COMMERCIAL DOCUMENT TYPE.

DO MAINTAIN ALL DOCUMENT TYPES IN Z ( EX. ZOR, ZLF , ZF8).

TRY IN THIS WAY HOPE U CAN GET THE SOLUTION

REGARDS,

RAM

Former Member
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Hi,

Ram,

Thanks for your help. I have tried as you suggested, it is working. But in Document flow, processing status for delivery document is still "Being processed" .

How to correct that?

Regards,

Abhay.

Former Member
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Hi,

Any updates please?

Regards,

Abhee.

Former Member
0 Kudos

Hi

assign proforma invoice billing type to your sales order type..by doing so when ever u create invoice it will go 4 proforma billing type( until unless not changed manually).

while creating commercial invoice go 4 manual selection of billing type..

i won't say that by doing so proforma invoice can b made maintain mandatory...but yes this can b the one solution for your problem..

Regards

chander

Former Member
0 Kudos

Hi

Abhee J

U can do these by assign the default performa billing type in sales doc type in Tcdoe VOV8. So the first time performa billing will be created by VF01.

For commercial invoice u need to maintain the commercial billing type in copy control in VTFL against the same delivery type.

So once the performa invoice is created u can use the same delivery to create the commercial invoice by VF01 but at that time u have to select the commercial billing type manually.

Note : Copy control is required for both the billing type.

Thx.

Edited by: DWARKESH THAKKAR on Nov 6, 2008 11:03 AM