Proforma Invoice..

yuppicide · 2009-11-23

Navision 3.10.. not sure if you guys have Proforma Invoice printing feature.

Basically let's say I have 10 items on an order. Only 8 of those items are shipping. Customer wants to see what is shipping and exact dollar armount. Proforma should do that. Ours just shows the whole order.

All these years what we've done is copy the document to a new order, delete what is not shipping, print it in PDF for the customer, then delete that new order.

Is there an easier way or is our Proforma Invoice not working as it should?

Savatage · 2009-11-23

Are you using the Qty.To Ship field?

for the items not shipping the Qty.To Ship - change to Zero.

Now on your Proforma Inv report - make sure it doesn't print Lines Where Qty.To Ship = 0

yuppicide · 2009-11-23

Okay, you're talking in the Order Shipping screen. I personally have never done that before, since I don't do any Invoicing and what not. Someone else actually does that work, but you have to go back to Orders (rather than Order Shipping) to print your proforma.

So, I had brought my new discovery to the lady but she won't allow it to be done. Oh well.

First, she doesn't want anyone to accidentally zero out items and post by mistake. So, she doesn't want to allow just anyone to go in there.

Second, after zeroing out items, going back to print a proforma, then she wants to go back in and re-add the items. I think that's stupid. She says that will cause problems later on because some customers may not come back to us for a month or two and by then we might have more items in stock. People will get confused as to why the order isn't right. I said, people should just look at the Qty To Ship column and they'd see it's empty and know it needs to be re-added.

Savatage · 2009-11-24

Let's start over - when are you or when do you want to print this Invoice?
While it's a sales order or after it has been posted?

Qty to ship is on the sales line of your order - you may not have it showing but it's there.
So what I am gathering is that you have an order but some items are not shipping so you want an invoice that doesn't show those items, correct.? and what you are doing now is deleting these items-> printing an invoice ->adding the items back in.

So I was suggesting somehow marking these line entries and not having your report print those lines.
I was thinking you would have qty. to ship field with a value of zero but if you zoom in on a line
(Ctrl-F8) you can see what the value of that field is.

Do you backorder? how do you handle partially completed orders?

Alex_Chow · 2009-11-24

Typically, a proforma invoice is just a sales order.

What we do for our clients is have the calculation be based off of the Qty. to Ship instead of the quantity.

Special attention will need to be paid on the calculation of sales tax, if any.

Proforma Invoice..

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