on 11-26-2015 10:40 AM
Hi all
I have a problem concerning the proforma invoice process in SAP Business By Design.
In an outbound delivery it is possible to create a proforma invoice print. (The proform itself is no BO itself, more an additional view of the outbound delivery) In the proforma itself it is not possible to create extension fields (incident 3500226781) and you also cannot activate proforma releated areas for that because it is no BO itself.
Also the proforma invoice form refers to the customer invoice form and somehow combines information out of the outbound delivery and the customer invoice in the proforma invoice.
For me it is not clear which fields out of the outbound delivery and customer invoice can be shown on that form. Also the SAP support cannot help me with that question and cannot provide a list of all fields (incident 3500245341). Can you help me?
If you cannot help me, at least vote for my idea: https://ideas.sap.com/D28851/
(Rethinking the proforma invoice process / make extension fields possible for proforma invoices)
This would be great 🙂
Thank you
Lisa
Hi Lisa,
as per the documentation the pro-forma invoice seems to be based on the invoice itself. Therefore you should also be able to use the extension fields defined for the customer invoice. In the work center Application and User Management', under 'Form templates' you can 'Download' the xlm structure of the invoice, that should contain all the fields available.
Best regards,
Stefan
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Hi Stefan
Thanks for your answer, i have also tried that, but it is not possible, extensions fields are shown blank in the proforma invoice form. this is also the reason why i am asking that silly. Are we sure that every single field of the customer invoice can be displayed with a value? (but thats also not really helpful when all your extension fields are empty)
And i also want to avoid that I am telling the customer something wrong.
Thanks
Lisa
Hi Lisa,
As far as I know, when you create Pro-forma invoice , the invoice is not actually created. But the AfterModify event still runs. I haven't use Process Extension Scenario. I just retrieve the required data using Reference ID.
import ABSL;
if(this.SimulationOriginCodeSimulationOriginCode.GetDescription()=="Outbound Delivery"){
foreach(var item in this.Item){
foreach(var btdr in item.ItemBusinessTransactionDocumentReference){
if(btdr.BusinessTransactionDocumentReference.TypeCode.GetDescription()=="Outbound Delivery"){
var tempBOInstance=OutboundDelivery.Retrieve(btdr.BusinessTransactionDocumentReference.ID);
if(tempBOInstance.IsSet()){
// retrieve the value of extension field from Outbound Delivery
this.N_EXT_CIV=tempBOInstance.N_EXT_OD;
}
}
}
}
}
Best Regards
Fred
Hi Lisa,
Yes, Customer Invoice I meant.
Let me recap.
1. Add extension field to Customer Invoice.
2. Enhance Print form of Customer Invoice with the extension field
3. Retrieve data from Outbound Delivery in AfterModify event for Customer Invoice
4. Add the extension field to the Pro-forma template.
Cheers,
Fred
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