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value in pro forma invoice is for order quantity and not for supply quantity

former_member232086
Participant
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Hi Team,

Thanks to help me for the below scenario..

In our case, most of the items are MTO and we are waiting for the orders for the production. In some cases, the supply quantity may be less than the quantity requested by the customer,(what is in the so) so when the customer service executive is checking pro forma invoice, the value in the invoice is showing is the total order quantity  but not the supply quantity.

In this case, the customer service executive is reducing the order quantity and make it same as supply quantity  and for the balance open quantity they are creating a new SO.

I would like to know, is this is the standard process or can we show in pro forma invoice, the value as only for supply quantity so that we can maintain the initial order for backlog purpose and tracing process.

Thanks to helpv

Accepted Solutions (1)

Accepted Solutions (1)

srinu_s1
Active Contributor
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the value in the invoice is showing is the total order quantity  but not the supply quantity.

If you are creating Pro Forma invoice with ref to Order( F5) system obviously copies the sales order qty the control is  in VTFA ( the field billing qty C) controls.  I assume you are creating Pro Forma invoice with ref to Sales order and this is standard behaviour only.

And if you create Pro Forma invoice (F8) with ref to Delivery then system copies the delivery qty only not order qty, here the control is in VTFL the field billing qty is D ( delivery qty).

So in your case if you want to create the Pro Forma invoice for the delivered qty you can create the Pro Forma invoice with ref to delivery and please note here you need not do any PGI for creating Delivery related Pro forma invoice.After creating Pro Forma invoice also you can do PGI.

former_member232086
Participant
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Hi Srinu,

thanks a lot for the help..

could you please help to know how to create pro forma invoice with ref to delivery?

thanks,

Vijesh

srinu_s1
Active Contributor
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in t code Vf01 please mention the delivery number and billing type you need to mention manually as F8.

thanks,

Srinu.

Answers (2)

Answers (2)

former_member182378
Active Contributor
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vijesh,

srinu is spot on!

what is the process followed to create an "actual" billing document?

with these new changes, have both customer requested quantity and supply quantity in the sales order, it should not affect your actual billing document. please test this.

tw

adithya_velide
Participant
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Hi vijesh.

        

            Whenever we do production , the finished goods will be added to the sales order stock.there if we have any chance to compare the quantity from sales order and the production your problem will be solved. we can use billing quantity and price source field to copy the pricing as per your requirement.

hope it helps,

please share if it solved.

regards,

adithya