proforma invoice

[Former Member]

Dear Sap Guru,

how i can create proforma invoice f5\f8 & tc?

regards

[Former Member · Accepted solution]

Proforma Invoice in simple terms is a copy of supposed to be invoice. The benefit of Proforma Invoice is that no accounting document is generated for the same. Proforma Invoice for same order & delivery can be created 'n' number of times & if created more than once, we need not cancel the same as it is a dummy document.

Proforma invoice is created similar to regular invoice i.e through T.Code VF01. F5 - is Proforma invoice for Order. The scenario in which proforma is created for order may be Export scenario & service scenario (No delivery created in service scenario), similarly for delivery related scenario, we will opt for F8, which is Proforma Invoice for service.

Subsequent to creating proforma invoice, we can still invoice the sales order / delivery in regular manner with reference to either sales order or delivery (PGI complete).

Regards,

Rajesh Banka

Reward points if helpful.

[Former Member]

Hi Pankaj.,

Proforma invoice is dummy invoice ,we use t his invoice for the reasons where the account doccument should not get updated ,So when we do billing with proforma invoice the accouint doccument doesnt gets updated

We have 2 types of proforma invoices,F5 & F8

REWARD if helpfull

Thanks & Regards

Narayana

[Former Member]

Hi,

If you create a Pro Forma with reference to a SO then it must be a complete delivery. If you create it to the delivery, it can be a partial delivery.

Example: in your SO = 20 Q, in your delivery 8Q. Your Pro forma should contain 8Q. This can only be achieved by the F8 pro forma with ref. to the delivery.

As mentioned before, Pro forma is commonly used for creating export documents.

You don't want to send your official invoice (commercial invoice) with your goods.

It's a problem if your commercial invoice is lost during transport. Some countries require a commercial invoice and not a pro forma.

If you use pro forma invoices (no financial document will be created) you can consider to use a different number range to exclude them from overview lists. Which can be done by document type, but is not always the case is self build

reports and queries.

Best Regards,

Eric van Zundert.

[Former Member]

T.Code: VF01

F5 - with reference to Sales Order

F8 - with reference to Delivery

Ensure Copy control at Item category levei is maintained.

Regards,

Rajesh Banka

[Former Member]

Thanks,

But more rewards please give detail ans.

regrds