Your requirements are:
1.You need to create Proforma invoices for deliveries.
2.here if PGI--not done --then even proforma also not allowed to create.
Then:
1.In VTFL--make header copying requirements as 009.(JEX --LF COMBINATION)
2.at Item--keep 311 as copying requirement.
Note: 1.this will work perfect for delivery related billing.
2.if you assign 034 for your item--then system will not allow you to create proforma--even after PGI.(TRY THIS)
i think this will work perfect for order related billing like cash sales...
pl update..
Phanikumar