2974095 - Error message: 'Form template code mandatory' occurs when you try to create a Pro forma invoice.

When you try to create a Pro forma Invoice from a sales order and try to preview the form , you can see that no template is selected even though you have maintained the template.

SAP Business Bydesign

1. Go to Sales Order work center.
2. Search for Sales Order XYZ(XYZ is the ID of the Sales Order
3. Select the Sales order and click on proforma invoice.
4. The proforma invoice is not generated.
5. You get the error message "Form template code mandatory"

In this particular case the Sales Order XYZ has tax number determined and it is passed on to the Customer invoice request which is a mirror object of sales order, at this point Customer invoice request tries again to read the Account master data to validate that tax number is valid, but in case it does not find, further it checks if it is a EU community , if it is EU community then not maintaining tax number is an error since there is data mismatch from source and the process of Customer invoice request creation is halted and further proforma invoice creation is also hindered.

The Customer Tax Number was maintained in the Account master data before while the Sales Order C|XYZ was created and later it was deleted before creating the proforma invoice which is causing the issue.

Kindly maintain the Customer Tax Number in the Account Master data of the Sales Order XYZ.

 2614403 - Pro-Forma Invoice Button Is Missing

Pro forma invoice, Form template code mandatory, VAT Registration number , KBA , AP-CI-CI , Customer Invoice , Problem