SAP Knowledge Base Article - Public

3400532 - How Pro Forma invoices works in S/4HANA Cloud

Symptom

Customer wants to know the following questions: 

  1. Is it possible to create the Pro Forma invoice (by choosing Billing Type F5 or F8) on "Create Preliminary Billing Document" app?
  2. Is it allowed to create a Pro Forma invoice by using "Create Billing Document" app?
  3. Is it standard to not be able to cancel the Pro Forma invoice?

Environment

SAP S/4HANA Cloud 

Resolution

Regarding the questions under session 'Symptom': 

  1. Is it possible to create the Pro Forma invoice (by choosing Billing Type F5 or F8) on "Create Preliminary Billing Document" app?  No, pro forma invoices can only be created from Sales Orders and Deliveries.
  2. Is it allowed to create a Pro Forma invoice by using "Create Billing Document" app? Yes, the standard way to create a pro forma invoice is via Create Billing Documents app.
  3. Is it standard to not be able to cancel the Pro Forma invoice? There is no way to cancel a pro forma invoice, only complete it in 'Change Billing Documents' app.

See Also

Pro Forma Invoices 

Creating a Pro Forma Invoice

Keywords

F5, F8, pro forma, invoices, VF02, create billing documents, change billing documents, delivery, sales orders, billing type  , KBA , SD-BIL-IV-2CL , Processing Billing Documents (Public Cloud) , How To

Product

SAP S/4HANA Cloud Public Edition all versions