SAP Knowledge Base Article - Public

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

Symptom

This KBA article explains how to attach a proforma invoice to the Sales Order output document.

Environment

SAP Business ByDesign

Reproducing the Issue

  1. Go to Sales Order Work center
  2. Go to Sales Order view
  3. Select the Sales Order XXXX
  4. Navigate to the Attachments tab
  5. Notice, the Pro Forma invoice is not attached in the Attachment tab and is neither attached to the Invoice Document released.

Cause

The Pro Forma Invoice was not saved.

In addition, the Include in Output option was not selected. As a result, the Pro Forma Invoice was neither attached to the Sales Order nor included in the Sales Order output document.

Resolution

To attach the pro forma invoice to the Sales Order document, follow the below steps:

  1. Go to Sales Order Workcenter
  2. Go to Sales Order view
  3. Select the Sales Order XXXX and choose Pro Forma Invoice
  4. A preview will get generated and now Select "Close"
  5. The details of Pro Forma invoice will be displayed
  6. Select “Save and Close” or “Save”
  7. Go to to View All
  8. Under Attachments tab you can see the Pro Forma Invoice attached
  9. Go to Edit Output Settings, navigate to the Attachment tab
  10. Check in "Include in Output" checkbox and submit the document.
  11. The Pro Forma Invoice will be sent to the recipient along with the Sales Order document.

See Also

SAP Help Document: Create a Pro Forma Invoice | SAP Help Portal 

Keywords

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

Product

SAP Business ByDesign all versions