Proforma Invoice for Contracts in CRM

[former_member200342]

Hi,

We have a setup where we print invoice documents from the billing document of the contract.

Now the requirement is to print the proforma invoice for the contract without doing the actual billing in the system.

How can we do this. I found that there can be a billing type with Proforma invoice type however we cant assign it to the existing billing item category.

Regards,

PP

[former_member196467]

Hi Pepe,

I have don some investigation on my side and came accross below informations:

In standard the Bill Category PROFORMA is used in two scenarios

mentioned below:

1)The Intracompany Stock Transfer process in order to create a Proforma

Invoice for crossing border requirements.

2)The Supplementary Invoice process where an additional Invoice has to

be created which is not relevant for Accounting.

In CRM Billing it is not possible to create a normal customer invoice

for the same sales order item once the Proforma invoice is created.

This is because only one billing item category can be assigned to a

source document type/item category.

To achieve your requirement you can follow this solution, as you say

there are only a few customers who request for a proforma kind of an

invoice,

1)Create a regular customer invoice and block it for the transfer

process to accounting(By setting the transfer block for the bill_type)

2)Handle this customer Invoice as a proforma Invoice and print it (i.e.

as a crossing border document) 3)When the

Customer Invoice has to be actually sent out to the customer after a

sign off from the customer then the same invoice can be transfered to

accounting

(Use Tx-/BEA/CRMB12)

Or in case if any correction is required in the invoice, then cancel

and re-bill after correction.

I hope this information is useful.In case of any further queries

regarding the same pelase revert else do confirm the message.

========================================================

Best regards

Christophe

[former_member200342]

Hi,

Thanks for you reply.

So we can conclude that the Proforma invoice functionality in CRM is very much different from ECC-SD.

We cant have an actual proforma invoice incase we are performing billing from CRM.

regards,

PP

[former_member196467]

Hi Pepe,

Yes it is indeed different. I would like to give you another hint. I could be wrong but please consider it.

Basicaly a pro-forma is a more or less a copy of the sales document (except may be for documents involving Billing plans...).

One approach could be to consider to add a possible output via action settings of the sales document type.

I am not an expert in outputs but this could be a possible solution i.e. by having a smartform output standing as a Pro-forma.

Best regards

Christophe

[former_member200342]

Hi,

Thanks a lot for you reply.

Your initial approach was the same as you mentioned however in our scenario there are multiple Billing request Items in the contract and the user may bill some items out of the list to the customer periodically.

So we actually cannot predict at the contract level which items he intends to bill to give the proforma invoice so this option will not work for us. Also there can we collective billing for items from different contracts.

Your first option was quite suitable however we are looking at some other alternative as there are very few customers with Proforma invoice.

Regards,

PP

[Former Member]

Hi Prajit,

Please can you let me know what was the ultimate solution you used for the proforma invoice? I am working on a similar requirement and am considering my options to set this up.

Thanks.

Neena

[former_member200342]

Hi Neena,

In the settings for billing type you can defined the type of billing category. Depending on the billing category the system considers the invoice as customer billing, proforma, etc.

Refer the screen shot below.

Regards,

PP