Pro forma invoice problems if billing plan is used

[Former Member]

Hello experts,

i have a problem again with the billing plan.

To problem now is the pro- forma for following case:

A billing plan is used for the items in the sales order. only at the end when the delivery gets prepared at the end, the pro forma invoice will be created.

The billing relevance for the item category is 'I' - with the billing plan type (a partial billing with % used).

For the proforma the entire value should appear on the Pro forma finally when the manufactured modul passes the customs.

I am struggling with the correct copy control settings.

The already billed values do not appear on the PRO Forma - for the 'real bills' it is ok.While creating the pro forma the related message appears in the log.

Which settings in copy control for the copy control (sales order --> billing type (pro forma) do I need to use if I need to have the entire sales order item value on the pro forma bill.

all helpfull answers are highly appreciated.

Thanks a lot in advance

Kurt

[Former Member · Accepted solution]

Hi Kurt,

If you are using a billing plan say periodic billing plan; then i dont think you will have a delivery created against it. From the order / contract; it would be a billing document.

If you are planning to use any of the billing plans; then invoices are bound to split based on invoicing dates and the settings of billing plan.

If you are planning to pull all the parts for the purpose of customs then probably you can plant to develop a new output type that would print the details from the billing document (instead of Proforma from delivery). This new output type will be used for "N" number of billing documents against a sales order / contract in order to capture all the part numbers in it. So if you have 3 parts in the order and 6 invoices, then the new output would get triggered 6 times and you will end up with 6 prints.

Making changes to incorpoate billing plan related copy control settings would turn your development / configuration more complex.

I hope i understood your question correctly.

Hope this helps;

Regards,

Syed Nasir

[Former Member · Accepted solution]

Hello Syed,

thanks for the reply. We also have items we create the delivery at the end, but the billing is also done following a billing plan. The Pro Forma against that delivery item works, so it does not matter if billing plan items are already billed or not.

The same I want to get for the 'non delivery' items - create a Pro Forma against the order and somehow ignore that it was already partially billed, simply put the entire value on it, it could simply be the billing plan also. It seems that there somehow the same copy control is required as it is used for the other delivery item.

We have a mix of items in the sales order, the delivery item is just used in order to get delivery note. But the entire value of the delivered item includes the values of the other items as well.

regards

Kurt