How do I Print a Pro-Forma in Sales Ordering?
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Contents
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, that can be sent onto the customer and 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 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.
- 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 <F5> or click [Edit].
- Click on the Template:Buttons at the bottom of the page.
- Press <Alt+F5> or click the [Invoice Icon] at the top of the page.
- Against "Profroma:" set the flag to 'Yes'.
- Press <F5>.
This will produce a "Pro-Forma" invoice that can be sent to customer without it posting an invoice to the accounts and will leave the order on the system.
See Also
