regarding pro_forma invoice

[Former Member]

Hi Guru's,

customer placed the order, his requirement is he wants pro-forma invoice before PGI?

Regards,

Chandra sekhar.

[Former Member]

Hi,

Basically proforma is a billing document type in which no accounting document is generated. This is sent to the customer so that before the delivery the customer can arange for the payment.

If you have not done the delivery:

go to VF01- in the billing type column select F5- Pro forma for order. Enter your sales document number and press enter.

If delivery has been created but PGI not done

go to VF01- in the billing type column select F8- Pro forma for delivery. Enter your delivery document number and press enter.

Make sure you maintain the copy control settings using transaction code VTFA.

Reward points if solution helps.

Regards,

Allabaqsh G. Patil

[Former Member]

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.

F5

Sales order

Maintain billin type f5 in sales document type controls and also maintain delivery related billing in item category in vov7

[Former Member]

Hi

Refer link below on sdn thread posted