Profarma Invoice Miliestone date wise

[Former Member]

Dear SD Experts

In my Bussiness Process we are having milestone Billing.

When i am creating sales Order we are having Milestone Billing on three Different Dates For a Single line lTEM

Ex: Milestone Dates

05.01.2009 20% Billing

10.01.2009 50% Billing

20.01.2009 50% Billing

For that i want create Proforma Invoice on Mile Stone Date wise

So please let me know what settings i have to do to create profarma invoice Milestone Date wise.

Regards

Supriya

[Former Member · Accepted solution]

Hello Dear,

Pls Follow the steps :

1. Go to VF01 T Code and Select Pro Forma Invoice Billing Type :

2. Than Enter you are sales Order Number

DOT PRESS ENTER

3.In the billing document Screen Middle of the Billing Document Over View and selection list.

In between we will see the selection date , press on the selection date give the date billing upto.than go to selection list and select the u r mile stone line item and copy and see the billing document over view.

4. Now in the pro forma u can see only first mile stone line item.

I hope u r problem have been solved.

still if u have any doubt pin me gtalk : ksrmurthysap

Thnaks

Sriram

[Former Member · Accepted solution]

Dear

Thanks for you your information

Right now i have two mile stone dates based on that i am creating Profarma Invoice its ok

But in my final invoice i have to club two milestones and and in single item total value has to Print and Post

Ex: 20% 1st mile stone

80% 2nd Mile stone

Based on that profarma I am creating its ok

But in final Invoice i ahave to add 20%+80%, and 100% Billing i have to do

In a sinle line item 100% amount has to come

For that what settings i have to Do Pls help me out to resolve this Issue

Regards

Supriya

[Former Member]

Hi Supriya,

If two mile stones in the Sales Order. In the Billing System will show two line item.This is the best

Practice. In the Invoice print u can club it in the Smart form.

I hope u r problem will solved.

Regards

Sriram

[Former Member]

Dear Shriram

That i can get it done in Smart form but what about accounting will the values post total 100% In Respective GL accounts

Regards

Supriya

[former_member217082]

Hi Supriya

Your requirement can be done through downpayment .But as you want to do proforma invoice manually select the proforma invoice and then save it and then do the balance cycle

Check the following down payment configurations

item category group - 0005

item category - TAO

for this TAO item category a billing plan 01 (milestone billing plan -01) will be assigned and its billing relevance should be I which is order related billing .

billing doc type - FAZ

cancellation billing doc type - FAS

maintain a condition type AZWR which is down payment settlement , it has requirement as 2 and calc type as 48 acct key as ERL

Now when you enter a material in line item 10 and go to item data , you can see the billing plan tab.

now go to billing plan tab and enter the start date and enter the dates on which billing has to be done and then in billing request enter 0009 which is for down payment.once u press enter automatically it all the dates get blocked and billing request by default you get as 1 , that you change it to 4 or 5 . 4 is for down payment at value basis and 5 is for down payment at percentage basis. and beside that there will be a billing type .assign billing doc type as FAZ. to all dates

check the copying requirements are there at VTFA as 20 and for item category TAO copying requirements 23 is maintained or not

now do the cycle OR - LF - FAZ (billing doc type)

Regards

Srinath

[Former Member]

Hi Supriya,

U can get eash mile stone wise proforma invoice.For that u need to conform first mile stone and take

Pro forma u will get mile stone wise pro forma invoice.

If u face any problem , post ur quary.

I hope u r problem have been solved

Regards

Sriram

Profarma Invoice Miliestone date wise

Posted: Jan 5, 2009 7:46 AM E-mail this message Reply

Dear SD Experts

In my Bussiness Process we are having milestone Billing.

When i am creating sales Order we are having Milestone Billing on three Different Dates For a Single line lTEM

Ex: Milestone Dates

05.01.2009 20% Billing

10.01.2009 50% Billing

20.01.2009 50% Billing

For that i want create Proforma Invoice on Mile Stone Date wise

So please let me know what settings i have to do to create profarma invoice Milestone Date wise.

Regards

Supriya

[Former Member]

Dear

In my sale order only one line item is there but it has three different mile stone dates

when i am creating Profarma Three dates are printing as three line items.

But i want in Profarma one line item with one date has to print

so for that pls provide me the solution.

Regards

Supriya

[Former Member]

Dear Supriya,

Ofter Complition of you PGI Why Dont you take Proforma Invoice,