Regarding proforma invoice

[Former Member]

Dear Guru's,

We are using proforma invoices for free samples and stock tranfers.Is there any need to include Cancellation billing type or not??

Pls through some light on this.

Regards,

CS

[Lakshmipathi · Accepted solution]

Proformas cannot be cancelled but can be completed and accordingly, if you see the document flow, the status would be changed to "Cancelled".

For that go to VF02, input the proforma number and click from top menu bar, Billing document --> Complete. Now check the document flow.

thanks

G. Lakshmipathi

[Former Member]

Hi,

As you know that proforma invoice is nothing but the sample invoice.It will not be posted to FI means no clearing of this document will happen.So it is upto you to cancel this invoice or not.Even if you cancel it will not have any effect here.

This Pro-forma invoice is one which is sent before the commercial Invoice(original invoice) to receive advance payment from buyer. The seller will not record this as 'Account Receivable' in his account and

buyer will not record it as 'Accounts Payable' in his account. This is not a true/original invoice.

To my knowledge this proforma invoice cannot be cancelled.But it can be completed and the same will be updated in the document flow too.

Regards,

Krishna.

[former_member217082]

Hi CS

As Proforma Invoice wont be passed to FI , so it is not required to cancel the billing document also. But if you want to cancel the proforma invoice then assign the cancellation billing document type in Proforma invoice details and then you cancel it

Regards

Srinath