SAP CI/FI-CA Proforma Invoice

[xabaras91]

Hello Gurus,

I have a question about a business scenario for consumer good sales:
An external platform sends invoicing data to S4/Hana (in this case SOM/CI system) and the follow up should the following:

- Create a proforma invoice based on the sale data received:

1 - Create journal entries (noted items)

2 - Transmit proforma invoice to the customer

Once the cash is received:

Create the actual invoice and post it (open items)

Now I know that proforma invoice is embedded in SAP SD especially for goods export, I don't know if something similar is possible in BRIM.

The options I've thought about are:

- Preliminary invoice creation -> printout to the customer with payment info, upon receiving the cash, release the invoice and clear with the payment. But doesn't seem suitable

- Create a normal invoice with posting locks and clear it upon payment

- Using accruals/deferrals

But all these options are not the best. I'm not a FI-CA expert, I was trying to seek something on SAP Help portal about down payment or cash journal, but maybe it is better to ask here.

How would you put in place this process using CI/FI-CA?

Thanks

[AlexGourdet]

Thank you for visiting SAP Community to get answers to your questions.

As you're looking to get most out of your community membership, please consider include a profile picture to increase user engagement & additional resources to your reference that can really benefit you:

• Profile https://developers.sap.com/tutorials/community-profile.html
• Tips for Questions: https://community.sap.com/resources/questions-and-answers
• Consider to take our Q&A tutorial at: https://developers.sap.com/tutorials/community-qa.html.

I hope you find this advice useful, and we're happy to have you as part of SAP Community!

All the best,

Alex