3669657 - Surcharge Mismatch in Pro Forma Invoice of a Sales Quote

The changes made to the surcharge calculation in the sales quote are not reflected in the Pro forma Invoice.

SAP Business ByDesign

1. Go to the New Business work Center.
2. Go to the Sales Quotes View.
3. Open Sales Quotes  ABC (ABC represents the ID of the sales quote).
4. Navigate to Items tab. For example there are 2 items.
5. Navigate to Pricing and Invoicing tab and the Pricing sub tab.
6. Click on Expand All.
7. Select line item 10. The Price Component Surcharge (%) is maintained with XX%.
8. Select line item 20. The Price Component Surcharge (%) has been removed manually via the Remove button and no Surcharge is maintained.
9. Close the Sales Quote.
10. Go back to Sales Quotes View.
11. Select Sales Quote ABC.
12. Click on the Pro Forma Invoice button.
13. In the Pro Forma Invoice Form Template you can see that the Surcharge is maintained for both line items with XX%.

A custom surcharge was created using extension fields, and the extension scenario "Sales Order - General Information to Invoice Requests - General Information" was activated to ensure that the extension field is enabled in the Proforma Invoice.

When a custom surcharge is based on extension fields and these fields are extended to the pro forma invoice, the pricing is recalculated in the document when a pro forma invoice is created. Therefore, if the surcharge is manually removed in the Sales Quote, the custom surcharge is added again in the pro forma invoice because the system's determination process recalculates it.

This is the current designed system behavior.

As a workaround, a 0% surcharge can be maintained instead of removing the price component. In this way, the change will be identified as manual, and the surcharge will not be recalculated in the pro forma invoice.

For adding 0% follow the steps below:

1. Open the Sales Quote ABC (where ABC represents the ID of the sales quote).
2. Navigate to the "Pricing and Invoicing" tab, then select the "Pricing" sub-tab.
3. Click on "Expand All."
4. Select the line item for which the surcharges not required.
5. Set the "Price Component Surcharge (%)" to 0% and save the changes.

KBA 3043958 - How to Add Extension Field into Proforma Invoice Template

Surcharge; proforma invoice; Pro Forma Invoice; Sales Quotes; Custom Surcharge List. , KBA , SRD-CRM-INV , Customer Invoicing , Problem