3355748 - Steps to Attach the Proforma Invoice to the Sales Order Document

Symptom

User is unable to attach the proforma invoice to the Sales Order

Environment

SAP Business ByDesign

Reproducing the Issue

Go to Sales Order Workcenter
Go to Sales Order view
Select the Sales Order XXXX
Navigate to the Attachments tab

The Pro Forma invoice is not attached in the Attachment tab and is neither attached to the Invoice Document

Cause

The user is unable to attach the Pro Forma Invoice since they are not saving the Pro Forma Invoice and are not using the "Include In Output" option to attach to the Invoice Document.

Resolution

Go to Sales Order Workcenter
Go to Sales Order view
Select the Sales Order XXXX and click on Pro Forma Invoice
A preview will get generated and now click on "Close"
The details of Pro Forma invoice will be displayed
Click on “Save and Close” or “Save”
Go to to View All
Under Attachments tab you can see the Pro Forma Invoice attached
Go to Edit Output Settings, navigate to the Attachment tab
Check in "Include in Output" checkbox and submit the document

The Pro Forma Invoice will be sent to the recipient along with the Sales Order document.

Keywords

Pro Forma Invoice, Sales Order, Include In Output, Attachment , KBA , AP-RC-OUT , Output Management , Problem

Product

SAP Business ByDesign all versions