PROFORMA INVOICE

[Former Member]

Dear Experts

We need to create Proforma invoice to customer for components, not assembled earlier to the shipped machinery due to late delivery from vendor. In such case, there is no sales order or purchase order reference. However, we need the invoice for customs clearance purposes but without billing.

What is the type of Proforma invoice to be used in such situation?

could u please any one advise?

Thanks in advance

[Former Member]

Dear Experts

I am waiting for your response

please advise

thanks

[Former Member]

Hi,

If I'm understanding it correctly. You have created an invoice with a FG and have sent the same to the customer. Now as part of that you would have created the sales order also which would have this one material which you are trying to send to the customer now. Create a proforma invoice using the same sales order provided you have entered the same on the sales order.

Proforma invoices are created a documentary evidence for the goods and will not be accounted anywhere. It is sent in advance showing all the details. In this case you can make use of document type F5 or F8 based on your need.

If you make use of FB70 the financial transaction is recorded and it would have impact on your financial statements, so pls don't use.

Your sales order would definitely have the material if you are trying to send it now to the customer, based on that create a proforma invoice using transaction VF01 referencing the order ( billing type F5) and it should solve your issue.

Hope it helps.

[bcrao]

hi,

see this link it malp you

You would have to use TCode FB70 if you want to create invoice without reference to any document.

Visit teh following for step by step procedure:

http://help.sap.com/bp_bblibrary/500/Documentation/J03_AR_InvPostwAClg_BPP_EN_US.doc

[Former Member]

Dear buddi

Thanks for ur response.

Is it any impact in finance without reference? becoz we already sent the FG part without this one component (due to urgent) and sent invoice for FG

now we need to send that one component

please advise