SAP Knowledge Base Article - Public

2814633 - How to Enable the Pro Forma Invoice for Service Quote

Symptom

You have enabled Service Quote function and want to print Pro-Forma Invoice based on service quote. But you are not able to find the option in the work center view.

Environment

SAP Business ByDesign

Reproducing the Issue

  1. Go to the New Business work center.
  2. Go to the Service Quotes view.
  3. Select any service quote, there is no option to create Pro Forma Invoice.

Cause

The Pro Forma Invoice based on Sales Quotes is not enabled. Service Quote and Sales Quote are sharing the same scope question. To enable the Pro Froma Invoice for service quote, you need to scope the question 'Pro Forma Invoice Based on Sales Quote'.

Resolution

  1. Go to the Business Configuration work center.
  2. Go to the Implementation Projects view.
  3. Select the project and click Edit Project Scope.
  4. Go to Step 4 Questions, Open Sales -> Customer Invoicing ->Miscellaneous Invoicing, you can find the question 'Pro Forma Invoice Based on Sales Quote'.
  5. Select it and finish the change.

Afterwards, the Pro Forma Invoice option will be available in Sales Quotes and Service Quotes view.

See Also

Relevant KBA:

2614403 - Pro-Forma Invoice Button Is Missing

2249179 - Errors When Creating a New Service Quote

1822749 - You are not Able to Generate the Proforma Invoice From a Sales Quotes

2545522 - Pro Forma Invoice Button is Not Enabled

Keywords

Pro-Forma Invoice; Service Quote; Sales Quote , KBA , SRD-CRM-QUO , Quotations , How To

Product

SAP Business ByDesign 1908