What is pro forma invoice in SAP SRD-CRM - CRM-Customer Relationship Management?

SAP Term: pro forma invoice

• Component: SRD-CRM

• Component Name: CRM-Customer Relationship Management

• Description: A document provided by a supplier to a buyer with or prior to the shipment of goods. A pro forma invoice can be issued to obtain any required import permits for international trade.

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• Key Concepts: 
  A pro forma invoice is a document used in SAP Customer Relationship Management (CRM) to provide an estimate of the cost of goods or services before they are actually purchased. It is not a legally binding document, but it serves as an agreement between the buyer and seller that outlines the terms of the sale. 
  
  How to use it: 
  In SAP CRM, pro forma invoices are created by entering the details of the goods or services being purchased, such as quantity, price, and delivery date. The invoice can then be sent to the customer for review and approval. Once approved, the customer can make payment and the goods or services can be delivered. 
  
  Tips & Tricks: 
  When creating a pro forma invoice in SAP CRM, it is important to include all relevant information such as taxes, shipping costs, and any other applicable fees. This will ensure that there are no surprises when it comes time to make payment. 
  
  Related Information: 
  Pro forma invoices are often used in international trade transactions where payment is made in advance of delivery. They are also used in situations where a customer needs to secure financing before making a purchase. For more information on pro forma invoices in SAP CRM, please refer to the official SAP documentation.