Delivery - Proforma - Invoice

[Former Member]

Hello Experts,

During requirement gathering we propose order related billing for Proforma,but the problem is some of the data which require for proforma output is capturing from outbound delivery.also user wants to create proforma with reference to delivery.

my question is - is it possible to create proforma with reference to delivery without dng PGI and then billing document from the same delivery nos.

Can one proforma and invoice generated from one delivery nos.???

Kindly suggest.

Thanks

Shri..

[jignesh_mehta3 · Accepted solution]

Hello,

Yes, we can do this in SAP Standard.

Infact this is the process normally followed in many industries, specially where advance payment is required.

You can create a Proforma Invoice from Delivery Document before PGI & then create actual Invoice after doing PGI.

For Proforma Invoice before PGI you have to do the following setting:

IMG - Sales and Distribution - Billing - Billing Documents - Maintain Copying Control For Billing Documents - Copying control: Delivery document to billing document

Here select your Delivery & Billing Type & at Header Level in Copying requirements insert routine 11 - Head.dlv-rel.w/o GI.

No other setting is required for Delivery to actual Invoice.

Hope this helps,

Thanks,

Jignesh Mehta

[Lakshmipathi]

create proforma with reference to delivery without dng PGI

Had you searched the forum with the above text, you will find lot of threads discussed on this topic. Please search before posting.

G. Lakshmipathi

[Former Member]

Yes,

Processing pro forma invoice differs from processing normal invoices in the following ways:

Goods issue is not required before you create a delivery-related pro forma invoice.

You can create as many pro forma invoices as you like for a sales order or a delivery because the billing status in the sales order or delivery is not updated.

Data from the pro forma invoice is not passed on to financial accounting.

Please go thru following links , may help you :--

http://help.sap.com/saphelp_45b/helpdata/en/dd/5610c9545a11d1a7020000e829fd11/frameset.htm

Regards

Rajesh

[jpfriends079]

Following SDN thread link can be helpful to you in understanding:

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Regards

JP