closing an order by generating proforma invoice

[Former Member]

Hi,

is it possible to close an order by generation of proforma invoice? (for cases in which order is opened only in order to generate a proforma invoice for customs purposes only)

if so how - with what type of order, etc

[Former Member]

dont think this will work out, for such orders once the Proforma is created its better to have the sales order lines rejected with a reason for rejection so that the sales orders goes for a completion status.

regards

ilango

[Former Member]

Hi,

You cannot close an order after generating a proforma invoice.

A proforma invoice is raised mostly in exports to inform the customer of the quantity of goods being deliverd and their cost so that the customer makes the required financial arrangements,i.e. LC etc.Later the rest of the Sales process like delivery, PGI and invoice are completed.

Kindly clarify your business scenario so that we can suggest.

[Former Member]

PJ - the scenario is that I export to a customer and need to show the customs an invoice with the value of goods, but I do not bill the customer for it (it's a free of charge delivery, of non-inventory items)

[former_member303858]

Hi,

cases in which order is opened only in order to generate a proforma invoice for customs purposes only)

--> go to VOV8, select the order type you with to use, then go to Billing Tab and put F5 ( Pro ZForma customer ) in Order-rel.bill.type. And remove all others under billing tab.

You can use quotation for this. Order Type - QT. if you are going to use QT then the settings are already there.

Let us know.

Regards,

SB

[Former Member]

Just to make sure I understood correctly, do I need to open an order first in VA01 and then go to VOV8?

BTW I believe the output of the quotation process does not look like a regular invoice, which is what customs demand.

Thanks

[former_member303858]

Hi,

hey VOV8 is config settings.

If you want to use quotation, then just go to VA21 and create quotation and then invoice it. When you invocie it it will be a proforma invoice.

Regards,

SB