Status of Order related Proforma Invoice

[former_member647916]

Hi

Proforma Invoice has Standard Status, once saved it appear Completed.

We have business requirement that

Sales order > Order related Proforma Invocie > Payment received by AR team > Status of Proforma Invocie needs to be PAID > Credit will release Sales order> Delivery, Picking Packing, PGI > Delivery Released Tax Invoice.

There is a chance that Customer service can create more than on order related Proforma Invoice and if AR team will call twice to customer, there will be conflict.

How do we updated Status of Proforma Invoice to PAID or when AR team is running a report how do they differentiate PAID and Unpaid Proforma invoice?

There is only Two Status Completed or Cancelled.

[Lakshmipathi]

Customer service can create more than on order related Proforma Invoice

As already stated, there is no financial impact on proforma and hence, your expectation cannot be met. Now coming to restricting proforma, yes, with the standard configuration, you can restrict in such a way not to generate more than once.

[PhanikumarV]

Firstly why a Proforma Invoice will have a paid status--where there is no accounting hit here.

Secondly your process need to be modified(same sales order initially go for order relevant billing-later the same sales order need to go for delivery relevant billing)-Hope we are giving two directions at the same time for a single sales order.

Third point--Standard system will allow you to create no.of proforma invoices for one order-If you want to restrict--need to go with development at billing exits.

why we cant explore advance payments options here like F-29 followed by sales order validations.

(In our earlier assignment we do such with Z transactions Like ZF29,ZF21 & custom table saving-and validate order creation with these Z custom tables)

Phanikumar