Arun,

 

A pro-forma invoice is simply an invoice sent prior to the dispatch of the
items.  In addition, pro-forma invoices are expected to be paid.

 

Therefore if this is a true pro-forma invoice and you really need to
distinguish it from an invoice generated after the items were dispatched
then you could use code 14, Advance Notification, in the Transaction Set
Purpose Code.  However; I would say it would be the same as the current 810
you send; because you are expecting payment.

 

If this is a information copy only, and a second invoice is generated after
the dispatch of the items, and the later invoice is used to generate the
payment, I would suggest using code 22, Information Copy, for the first
invoice.

 

James D. Sykes II

Argolis, Inc.

1740 Pine St.

Martinez, CA 94553

 

[EMAIL PROTECTED]

Cell:     01.510.502.3333

 

  _____  

From: [email protected] [mailto:[EMAIL PROTECTED] On Behalf Of
edi_arun
Sent: Thursday, March 22, 2007 9:38 PM
To: [email protected]
Subject: [EDI-L] EDI transaction for pre-invoicing...

 

Hello,

Sub: What is the best transaction set to represent pre-invoicing 
(Invoice sent before the delivery of goods)

Currently we send normal EDI 810 invoice after product shipment. I am 
looking for a way to send pro-forma invoice in EDI X12 transaction 
set. Is it possible to use 810 transaction set itself for pro-forma 
invoice (may be by representing details in BIG segment)? or 843-
Quotation details?

To give a background:
Currently our legacy application sends pro-forma invoice details in 
internal format text file directly to Invoice payment management 
solution provider. As a part of modernization of our internal system, 
I am been asked to study on this to find out a way to do this 
transaction in EDI X12.

Thanks in advance!

Regards,
Arun

 



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