Performa Invoice Based Billing

[Former Member]

Dear Experts,

The scenario is related to sales from factory with per-forma invoice only.

Process will be like sales order  ----> Delivery -----> PGI-----> Performa Invoice (F8)  then later on Invoice (F2) once payment received from customer.

Please  share the process for mapping the same so that i am able to generate both performa as well as commercial invoice also.

WR.

Ajay

[Former Member · Accepted solution]

Hi Ajay

The process mentioned by Amit Tunara is the commonly used process.

However, you may also explore this option:

After the customer makes payment based on F8 (proforma invoice wrt delivery), create the Commercial

Invoice (F2) wrt Delivery instead of F8 document. The document flow will anyways give you all reference document numbers.

In the Commercial Invoice Smartform, populate the F8 document number from VBFA table, so that the customers can have a reference for their payments.

Revert in case of any doubt.

Regards

Pronojit Gupta

[Former Member · Accepted solution]

Dear Gupta,

As you suggested for delivery relevant billing for commercial invoice and please explore how to generate both F2 and F8 against delivery.

WR,

Ajay

[Former Member · Accepted solution]

Hi Ajay

It is a standard process in SD. After you do PGI against a delivery, create an invoice w.r.t. delivery document in VF01 with Billing type F8. After the customer makes the payment, you can create the commercial invoice F2 in VF01, w.r.t. delivery document. This will change the change the billing status in delivery to 'C' or Completed.

If you have any process related doubt, please revert back. For configuration part, this is a standard process and your system should allow it, if you are using standard document types. Other wise you will have to maintain the necessary configurations in copy control in VTFL.

In many industries such as Automobiles, Engineering, etc. this process is commonly used.

Regards

Pronojit Gupta

[siva_vasireddy2]

Hi,

you can set the proforma in copy controls,you can block the order for Further processing through Status profile that only once the payment is recieved the order will be Approved by Authorized person,

you can also put Automatic Delivery Block for the order and can be Removed by only specific User.

[rahul_vishwakarma2]

Hi Friend,

    You can try POD process for the same as already been told by Mr. Lakshmipathi.

    First you will create a Sales Order > Delivery > POD > PGI > Invoice.

    So try and confirm.

    The Configuration for the same is also simple.

Hope this will solve your issue.

Regards,

Kundan

[phanikumar_v3]

Dear Kundan,

Why are you suggesting POD here--the issue here is when to create billing???

The customer will gives the payment then only Commercial invoice in this scenario.

If i keep POD then it will tell to the business about the receival of stock--but not receival of amount...(this has to be done with proforma/Third party tools only)

Hope you got the difference.

Phanikumar

[Former Member]

Hi Ajay ,

it's the standard process.

Just need to maintain the copy control if you are using the Z document types.

Like for OR LF, or F2, or F8

If you are creating the document type with copying the existing then you don't need to maintain the copy control because it will by default maintained the copy control .

Else you need to maintain the copy control like

from deliver LF to F8

And also in your smartform ( print output) you can put the logic by help of your ABAP'er  to fetch the value to print out. (including Table-Field )

in case of proforma invoice you can generate as much you can . there is no restriction, if in your copy control you have keep blank Positive /negative Qty field at item level.

Hope it will help you to understand.

Regards

Pitabash

[Former Member]

Dear Ajay

please check your item category

Go to-VOV7

If you billing relevance is delivery related then it will not allow you to create with respect to pro forma invoice,plz change to D Relevant for pro forma , as may be now it will be A delivery-related billing document.

Thanks

Christin B

[Lakshmipathi]

Please search the forum or Google it with a text "Proof of Delivery" which will address your requirement. 

G. Lakshmipathi

[amit_tunara]

Hi Ajay,

In our last project we have implemented the following flow where the orders were processed only after getting the payment from customer.

We generated pro-forma invoice from Sales order with required copy control in following steps:

Create Sales order with Availability check so that payment can be taken only for confirmed qty

Generate Pro-forma Invoice

Once you receive the payment,

Process for Delivery and finally Invoice.

The other option in standard SAP is Pro-forma invoice with reference to outbound delivery. Here in copy control you can mention the requirement of with or without PGI.

Let us know if you need additional information.

Regards,

Amit