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

Summary

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

More Information

There are two ways of printing a "Pro-Forma", the first method is assuming that the order has been created with the items on the order but no items has been processed. The second method is if the order is already 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 Ordering 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 "Profroma:" set the flag to 'Yes'.
• Press <F5>.

This will produce a "Pro-Forma" invoice for the sales order.

Printing a Pro-Forma with a Processed Order

This method will be used if you have processed items on the invoice to the point wanting to print out a normal invoice this would be all flags against the item being removed. - i.e. A Confirmed Order, Picking List, Complete and Delivery Note.