Proforma Invoice

[Former Member]

hi,

If I am not wrong Proforma Invoice can be created without delivery also. Somehow, can we restrict the creation of Proforma invoice, until PGI is not done in:

1.STO

2.MTO

thanks...

[former_member550050 · Accepted solution]

Dear Yogi

In VTFL under your delivery type to billing type at the item level maintain copying requirements 034 and try

This will ensure proforma is created only for the items which are PGIed

But this will only for sales orders (MTO in your case) and not STO because STO is a purchase order

DearYogi

Check this thread the answers provided by all friends

That answers your question

Forum post in ERP - Sales and Distribution (SD) General: Re: Performa Invoice in Stock Transfer only on PGI

Once again

Copying requirements 034 will work for only sales orders and not for STO

Regards

Raja

Edited by: ramanathan raja on Feb 15, 2009 12:53 PM

[Former Member · Accepted solution]

hi Raja,

In the link, it is being said that standard routine is not working (as per Vineet, and he opted for ABAP development).

thanks...

Is there any more inputs..? Please.

[former_member550050 · Accepted solution]

Dear Yogi

For standard order ( or make to order ) then delivery and pgi and billing

This scenario you want to restrict the creation of proforma only after PGI the suggestion given by me and also Mr Lakshmipathi will work

But this will not work in STO as STO is a purchse order and that is what is described that thread

So for you, one scenario MTO can be handled with The standard available routines and For STO you need to develop

Hope you are getting the difference

Copying requirements 034 will work in MTO scenario and not in STO scenario

Regards

Raja

[Former Member]

thanks..

[Former Member]

Dear Yogi,

T. Code: VTFL

Select your Delivery-to-Billing (i.e. NL -- F8) and in Item Details, select Item Category: NLN and Double click.

On to next screen, maintain Copying Requirement: 034

Reference:

Or, you may also refer following thread, if would like to know about the Customization:

(goutam's reply)

Best Regards,

Amit

[Lakshmipathi]

Yogi wrote

can we restrict the creation of Proforma invoice, until PGI is not done

In VTFL select your item category for the combination of your delivery type and billing type and maintain routine 034 for the field "Copying requirements"

thanks

G. Lakshmipathi

[Former Member]

Hi

If u want to restrict the creation of proforma invoice with reference to order

then dont maintain the copy control settings for order to billing in

VTFA if already settings are there then remove them

regards