3652341 - Freight Amount is Unexpected in the Proforma Invoice

The proforma invoice is generated from a sales order. In the proforma invoice, the freight amount is not the same as in the sales order.

For example, in the sales order ABC, there are 2 freights added.

• Freight 1 is 10 USD, it is from standard freight list.
• Freight 2 is 20 USD and it is from a custom freight list based on extension fields.

In the proforma invoice of the order, only 20 USD from the freight 2 is taken into the invoice. Freight 1 is not there. So the freight amount and hence the total amount in the proforma invoice is different than the sales order.

* ABC represents the ID of the sales order.

SAP Business ByDesign

1. Go to the Sales Orders work center.
2. Go to the Sales Orders view.
3. Open the sales order ABC, in the Pricing tab, you can see 2 freights added (10 USD and 20 USD), both are determined by system (meaning, the manually added checkbox is not ticked).
4. In the work center view, select the order ABC and click Pro Forma Invoice button.
5. System generates the Pro Forma Invoice, the freight is 20 USD. 

In the system, the custom pricing table based on extension fields for freight is added. The custom freight list does not contain Document Type, so it is determined in sales order as well as in the proforma invoice. The standard freight list is however maintained with Document Type as Sales Order.

When creating the sales order ABC, both freight lists are matched and determined.

When creating proforma invoice, because the custom pricing table is created, system re-calculates the pricing in the document. Because the standard freight list contains document type=sales order, it was removed/ignored in the proforma invoice. Hence, only 20 USD from the custom freight list is determined. 

Note that, the document type is mandatory in standard freight list. 

This is the current designed system behavior.  The followings are the typical 3 scenarios for the freight calculation.

1. When standard freight list and custom freight list are both valid in the system, and they are both added in the sales order.

behavior: only custom freight is taken into the proforma invoice. ==> this leads to the different freight and total value in the proforma invoice.

2. When standard freight list and custom freight list are both valid in the system. in the sales order, system determines both,  the user only keeps the standard freight in the sales order and remove the custom freight.

behavior: system re-determine the freight, and picked custom freight list only in the proforma invoice. ==> this leads to the different freight and total value in the proforma invoice.

3. When only standard freight list is available in the system, standard freight list is auto-determined in the sales order.

behavior: this standard freight is taken into the proforma invoice. ==> no difference on freight and total amount.

freight; proforma invoice; Pro Forma Invoice; Sales Order; Custom Freight List; Standard Freight List; Freight calculation. , KBA , AP-SLO-SO , Sales Order , Problem