Quotation with Proforma

[SAPSupport]

Hi Team,

Greetings!

Customer need to create a Proforma with Quotation Ref. and Billing Approval workflow needed. Kindly help us.

Thanks

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[SAPSupport · Accepted solution]

Dear customer,

Please take a look at the following documentations for you to setup the wanted business scenario:

• Process Navigator - SAP for Me -> You can reference which scope item meets the scenario where the proforma can be created based on the quotation. 
• Preliminary Billing Document | SAP Help Portal -> In Cloud, could you please consider using the preliminary billing document instead of proforma invoices - this is intended for negotiation purpose.
• Approval Workflows for Preliminary Billing Documents | SAP Help Portal -> Here you can see how the approval workflow is linked to this sort of invoice.