How should I restrict invoicing before PGI?

[Former Member]

Hi,

SAP is presently allowing me to generate invoice prior PGI is performed. Could you please guide how should I restrict this in copy control settings? Also, once invoice is generated before PGI, it triggers revenue generation too. I want to restrict this and bring in between a proforma invoice after delivery instead of invoice. What should I do? Will that stop revenue generation?

Thanks for your expert suggestion/comments.

[Former Member · Accepted solution]

Hi,

Check you copy control from like Delivery "LF" to Billing "F2". at header Copying requirements  you might have used "011" which is (Head Dlv-Rel w/o GI). So you can change here to 003 . i.e (Header/Dlv-related).

this can solve your prob.

Regards

Pitabash

[Former Member · Accepted solution]

Hi Pitabash,

Thanks for the helpful answer. Though yet to test it, I am just thinking, this will probably restrict me to generate invoice prior I perform PGI and thats fine. I will be able to generate proforma invoice after I save my delivery (PGI not performed yet). Can you put some glance on revenue generation? I want to make sure that, after my goods reach the dealer post PGI only I should be able to generate invoice which should trigger revenue. Any thoughts?

Thanks. Vish

[Former Member · Accepted solution]

Hi,

In this case you need to use POD ( Proof of delivery ) concept for your customer. Where you can't create invoice after doing POD with tcode VLPOD.

There need some more config to follow.

1:- Need to activate at POD relevant for item category.

2:- Need to activate "Relevant for POD"at customer master Sales area Shipping tab.

3:-Need to maintain Reason for Variance in POD (like DFG1 & DFG2)

Hope it will help you.

Regards

Pitabash

[Former Member · Accepted solution]

Hi,

Actually, I need to provide a invoice to customs after outbound delivery. To meet this I should carry out billing as I realize my customs would not accept the proforma invoice document. But, as my goods are still not ready, revenue is generated because of billing which I want to restrict. Once I receive approval from customs, I will perform PGI and then actual invoicing routine to trigger revenue.

Please suggest. Thanks.

[Lakshmipathi · Accepted solution]

as I realize my customs would not accept the proforma invoice document

You can very well change the output coding to show as Invoice if it is currently showing Proforma Invoice.

G. Lakshmipathi

[former_member182378 · Accepted solution]

Vishwanath,

It would be a good idea to represent the process in sequence of steps.

E.g.

1. Order created

2. Delivery created

3. A paper containing the billing information sent to customs

4. Customs approves, then do PGI

5. Create billing document and accounting document

4.i. If Customs rejects, then how is the flow?

If above is your process flow, then with the creation of the delivery, you can set up Output determination in SAP, to create / print the billing related information on a piece of paper. (Even if NO billing document is created, as yet).

How to have the layout and header etc. can be setup with the help of Output form.

After custom approves, then PGI can be done.

Thereafter user can create the billing document (with transaction code VF01 etc.)

Generally, automatically the G/L accounts are posted (when automatically an accounting document is created).

If you flow is something different, then please inform.

[former_member182378 · Accepted solution]

G Lakshmipathi,

Are you saying that in the printout (which contains the billing information), the header (say indicating that it is a Proforma Invoice) can be changed to indicate that it is a billing document (not a proforma)?

But are you also saying that the printout shall happen after a billing document is generated?

(billing document created, before PGI or before custom has given their approval)

[former_member184080 · Accepted solution]

Hi Vishwanath,

As indicated by Lakshmipathi sir, you can very well have a logic in print program of your Proforma Invoice output: The printout can show the title as "Invoice". Please discuss with your Abaper and do the changes. Ofcourse, before doing this you have to get confirmation from business.

BTW, Is this requirement is from India customs? I never came across such situation, our client used to take proforma invoice printouts.

Regards, Sai Krishna.

[former_member182378 · Accepted solution]

Sai,

Two points:

1. Suppose the printout should have the header as "Invoice", then is the coding to be done in the output program or in the form?

(similar example would be a logo in the printout)

2. Why create a proforma invoice?

The requirement is to send the billing related information (on a piece of paper) to the customs department.

When a delivery is created, a printout related to billing information can be achieved; without creating a billing document (be it normal invoice or proforma invoice)

(FYR: Cash sale process - during the creation of cash sale order, printout with billing information, output type RD03.

Note: Billing document not yet created.)

[former_member184080 · Accepted solution]

Hi TW,

Please find my answers:

1. Whether to use program or form is decided by ABAPer. It all depends on initial design of the output. As far as I know, the developer will call the information to form (like table level data) and from form the logo's and layout design happens.

Sometime, the title of the form may come from program or may not come from form.

In Nutshell:

If we are going to develop script, we have depend more on program

If we are going to develop smartform, the program dependency is less

1. 2. Why I suggested OP to create proforma Invoice is: As you know the price gets updated in billing documents sometimes. So if we print via proforma Invoice, there will not be any major price difference between proforma and actual invoice.

In case of cash sales (which you have referred), the customer will pay at the time of services or order booking itself. So, ideally there will not be any price differences. Hence, can be printed from cash order itself.

Hope I am not wrong anywhere here. Please provide your comments as well.

Regards, Sai Krishna.

[Former Member · Accepted solution]

Hi,

Thanks for the comments. No, client is not in India. So this requirement.

Here is a process flow;

SO creation----Delivery order creation---Packing list print----PGI (inventory of goods should get consumed)----provisional invoice for Govt. approval (provisional revenue to get generated)-----export documentation-----Dispatch to the dealer------Receipt of goods at dealer's end (Finance should raise actual invoice with reference of provisional invoice and actual revenue to generate and customer liability to be shown)

Thanks,

Vish

[Former Member · Accepted solution]

Dear Lakshmipathi Sir,

Just representing work flow;

SO creation----Delivery order creation---Packing list print----PGI (inventory of goods should get consumed)----provisional invoice for Govt. approval (provisional revenue to get generated)-----export documentation-----Dispatch to the dealer------Receipt of goods at dealer's end (Finance should raise actual invoice with reference of provisional invoice and actual revenue to generate and customer liability to be shown)

Please comment;

Vishwanath

[former_member182378 · Accepted solution]

Vishwanath,

Now which is the part for which you need suggestions?

The flow is clearly explained (by you) and suggestions have already been given (my members).

Added:

1. Export documentation is it created in SAP? Please elaborate

export documentation

2. As the discussion with G Lakshmipathi, would proforma invoice creation be the solution to this?

Furthermore, in the printout, the heading of this invoice could be as per the requirement.

-provisional invoice for Govt. approval (provisional revenue to get generated)

Or without going for the creation of Proforma invoice, a printout with billing information can be achieved.

Would this be an option?

This would reduce one step, for the user.

Immediately after PGI automatically a printout can be achieved, this can be done with Output determination functionality (by setting up a requirement that PGI should be done, then printout shall be created)

Message was edited by: T W - updated comments in blue color font.

[Former Member · Accepted solution]

Dear T W,

Thanks for the helpful comments.

With the help of an ABAPer Header of the proforma invoice can be changed which can solve problem. FI integration resolve rest of the problem interms of provisional revenue generation.

Thanks,

Vishwanath

[former_member186385]

Hi,

In the copy control from Delivery to Billing VTFL check whether the copy requirement is 011 -Head.dlv-rel.w/o GI Assigned in the item

Please change it and check

regards,

santosh

[Former Member]

Hi,

Delete the order related field in the sales document type(t-code-VOV8).Proforma invoice can be ceated from order and delivery as you wish which can also be printed before post goods issue.

thanks