How do I Print a Pro-Forma in Sales Ordering?

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Summary

This article will explain how you can print a "Pro-Forma" invoice in Sales Order Processing.

More Information

There are two ways of printing a "Pro-Forma". The first method describes the process when the order has been created but no items have been processed. The second method describes the process if the order is ready to go.

Print a Pro-Forma without Processing the Order

This method will be used if you have created the Order and nothing has been done to it but the customer would like a "Pro-Forma" in advance.

  • You will need to go to " Sales Order Processing Add/Edit/Process Sales Order"
    • On "Customer:", enter the customer 'Account Code'.
    • Press <Enter>.
    • Press <Arrow key Down> until you highlight the order in question. (If there are multiple orders for the customer.)
    • Press <Alt+F5> to enter " Sales Order Invoicing".
    • Against "Proforma:", set the flag to 'Yes'.
    • Press <F5>.

This will produce a "Pro-Forma" invoice to send to the customer prior to anything being done to the items on the order.

Printing a Pro-Forma with a Processed Order

This method will be used if you have processed the items on the order so that they are ready to invoice. This would be once all the processes required for the order have been completed, i.e. a Confirmed Order, Picking List, Complete and Delivery Note.

  • You will need to go to " Sales Order Processing Add/Edit/Process Sales Order"
    • On "Customer:" enter the customer 'Account Code'.
    • Press <Enter>.
    • Press <Arrow key Down> until you highlight the order in question. (If there are multiple orders for the customer.)
    • Press <F5> or click [Edit].
    • Click on the [Items >] at the bottom of the page.
    • Press <Alt+F5> or click the [Invoice Icon] at the top of the page.
    • Against "Proforma:" set the flag to 'Yes'.
    • Press <F5>.

This will produce a "Pro-Forma" invoice to send to the customer without it posting an invoice to the accounts and will leave the order on the system.

See also


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