proforma invoice

[Former Member]

Dear All

How Will create proforma invoice

Thanks and Regards

Suresh

[former_member217082]

Hi Suresh

You have two types of proforma invoice - F5 and F8

Order related Profroma invoice - F5

Delivery Related Proforma Invoice - F8

The basic difference between the normal invoice F2 and F5 or F8 is when we create F2 and save that invoice it will be posted to FI . where as proforma invoice (F5 or F8) is not posted to FI. as they are statastical only.

we use proforma invoice at the time of exports, and if the customer asks for duplicate invoice to submit in bank for Letter of credit then we will give him Proforma invoice .

Reward if useful

Regards

Srinath

[Former Member]

Hi Srinath,

Need your advise here:

S/ORDER -> Pro-forma -> DELI-> GOIS -> OUIV

1. the users expects for the pro-forma invoice (F5) to generate double entries (DR Debtor CR ?? Clearing).

2. they want to use the pro-forma for the purpose of payment capturing and clearing prior to the commercial invoice (OUIV)

3. is this possible? if it is not, can u suggest a work around?

tx much!!

[former_member204513]

Dear Suresh,

After completion of the delivery you can create proforma invoice with reference to the delivery document in the transaction VF01.

You can create Proforma invoice with reference to the Sales order also.

Go to VF01 transaction enter the billing type as F5 if you want create proforma invoice with sales order.

or Enter billing type as F8 it you want to create proforma invoice with delivery.

Before all these things you should have the copy control settings between order to proforma invoice and delivery to proforma invoice

I hope it will help you

Regards,

Murali.

Edited by: Murali Mohan.T on Apr 3, 2008 1:26 PM

[Former Member]

T.code: VF01

Billing Type: F5 - Order Related Billing / F8 Billing Related Billing.

Regards,

Rajesh Banka

[Former Member]

Hi,

Go to VF01 and give billing document type as F8 if it is delivery related proforma invoice or F5 if it is Order related proforma and also give delivery number and then press enter.

U can create proforma invoice..

Regards

Sankar