Create Proforma Invoice - Customer Information

Program/Screen: SAPOET/SAPOET202

Description:

Use this screen to enter or update the customer information specific to the proforma invoiceDraft or suspense invoice that looks like an actual invoice, but the customer is not billed and accounts receivable is not affected..

Click a link to advance to that section of the topic.

Navigation
Fields
Function Keys

Navigation

This is the second or third screen in the Create Proforma Invoice program. Enter customer information specific to the proforma invoiceDraft or suspense invoice that looks like an actual invoice, but the customer is not billed and accounts receivable is not affected.. If you are entering an invoice for a new cash customer, you can access the name and address fields; otherwise, they can only be viewed. From this screen, you can enter sales representative percentages, delivery instructions, and order comments, and you can access the Job Maintenance program.

After entering customer information, press Enter to advance to the Item Information screen.

Unique Create Proforma Invoice Screens

Create Proforma Invoice - Launch

Create Proforma Invoice - Customer Information

Create Proforma Invoice - Review

Additional Program Screens

Job Maintenance

Sales Rep Commission Split

Fields

Customer Number

Displays the unique number assigned to the customer.

Available Credit

Displays the amount of credit currently available to the customer. When the customer is over their credit limit, this amount displays as a negative number.

Currency

Enter or accept the code for the currency to be used for the proforma invoice.

Billing Information

Name

The customer's name for billing purposes.

Address 1

Line 1 of the customer's billing address.

Address 2

Line 2 of the customer's billing address.

City

The city of the customer's billing address.

State

The state or province of the customer's billing address.

Zip

The postal code of the customer's billing address.

Phone

The customer's main billing phone number.

Term Days

Displays the number of days of the standard payment term for this customer.

Shipping Information

Name

The customer's name for shipping purposes. This is usually associated with the job attached to the proforma invoice.

Address 1

Line 1 of the customer's shipping address.

Address 2

Line 2 of the customer's shipping address..

City

The city of the customer's shipping address..

State

The state or province of the customer's shipping address.

Zip

The postal code of the customer's shipping address.

Phone

The customer's main shipping phone number.

Job Location/Number

The location and the number associated with the job you selected for the proforma invoice.

Net

This field displays based on settings in the USECOD control record. If that record is set to use the use code, and you are using the use code to set net rates, the label for this field is 'Net.'

If this field is 'Net,' and the value for Net means use book rates in the MANDSC control record is Y, you cannot change the rates on a manual contract.

Sales Representative

If applicable, enter the sales representative you want to assign to this proforma invoice. If there is a sales representative assigned to the selected job, that representative's number displays, but it can be changed. If the selected job does not have a sales representative assigned, the information defaults from the customer master record, but it can be changed.

If the system is set up to allow split commissions, you can press F2 to access the Sales Rep Commission Split screen.

Ordered By

Name of the person who placed the proforma invoice.

Signature

Name of the person who signed for the proforma invoice.

If the User Auth Req field for the customer or customer job is set to Y, you can press F4 here to access a list of authorized users for the customer/customer job, and you can select one of the users to populate this field.

Taxes

Indicates whether to charge taxes on this proforma invoice. The settings default from the selected job, or from the customer master record if no job is selected.

VAT Number

Displays the number from the customer's VAT (Value Added Tax) certificate.

Person Authorized

Displays the names of authorized signers for this customer.

Job Number

Displays the number of the job for which the person is an authorized signer.

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.
F2	Representative Split. Advance to the Sales Rep Commission Split screen.
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.
F6	Add Job. Advance to the Job Maintenance program.
F7	Customer Comments. Toggle the Delivery Instructions area to display customer comments.
F8	Authorized Users. Toggle the Delivery Instructions area to display customers who are authorized to charge against this account.
F9	Delivery Instructions. Toggle the Customer Comments area to allow for entry of delivery instructions.
F10	Order Comments. Advance to the Order Comments screen to enter or review internal comments for the order. These comments do not print on the contract.
F12	Cancel/Previous. Exit the program or move back a screen.
F13 (Shift + F1)	Tax Override. For future use.
F17 (Shift + F5)	More Information. Open the Additional Customer Information popup window.
F20 (Shift + F8)	Update Comments. Advance to the Customer Comments screen where you can enter and update comments that were entered for a customer in Customer Master Maintenance.
F23 (Shift + F11)	Delete. For future use.
F24 (Shift + F12)	More. Display more available function keys for the program.