Create
Proforma Invoice - Launch
Program/Screen: SAPOET/SAPOET1007
Description:
Use this screen to launch the Create Proforma Invoice program where you create a manual proforma invoiceDraft or suspense invoice that looks like an actual invoice, but the customer is not billed and accounts receivable is not affected. for sales items. Creating a proforma invoice does not create G/L transactions. The G/L transactions are not written until a pre-payment receipt for the invoice is entered in the Create Pre-payment Receipt program.
Use the Manage Proforma Invoices program to convert proforma invoices into actual A/R invoices.
The Create Proforma Invoice program is only available if you have
the Use proforma/receipt
field set to Y
in control record NXTPPR,
and the Use VAT
field set to Y
in control record EURDFT.
Click a link to advance to that section of the topic.
Navigation
On this launch screen, enter the number of the customer for whom you are creating a proforma invoiceDraft or suspense invoice that looks like an actual invoice, but the customer is not billed and accounts receivable is not affected., and then press Enter to proceed with invoice entry. If you are creating a proforma invoice for a charge customer who requires a job number for all transactions, the next screen in the sequence is the Job Selection screen.
Unique Create Proforma Invoice Screens
Create Proforma Invoice - Launch
Create Proforma Invoice - Customer Information
Create Proforma Invoice - Review
Additional Program Screens
Fields
Enter the number or the name (or the Search Word) of the charge customer. If you do not know the name or the number, press F4 while in this field to access Customer Search.
If you know the first letter of the customer's name, type it in the field and press Enter to access Customer Search and display a list of customers whose names (first or last) contain that letter. For example, type H and press Enter and the list in Customer Search would show both Baker Hardware and Hillcrest Electric. The list would then continue with customers whose names started with the subsequent letters of the alphabet such as I and J in our example.
Enter or accept the date and time of the invoice creation.
Function Keys
|
Function Key |
Description |
|
F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
|
F3 |
Exit. Exit the page or program. |
|
F4 |
Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen. |
|
F5 |
Refresh. Refresh the screen and remove entered data. |
|
F6 |
Quick Sale. Advance directly to the Item Information screen for the proforma invoice. |
|
F8 |
Read Card. Open the Driver License Card Swipe window. |
|
F9 |
Quote to Order. Not used. |
|
F14 (Shift + F2) |
Clone Sales Order. Not used. |
|
F24 (Shift + F12) |
More. Display more available function keys for the program. |
Related Programs
Back to top