Create Proforma Invoice - Review

Program/Screen: SAPOET/SAPOET8009

Description:

Use this screen to review the details of the proforma invoiceDraft or suspense invoice that looks like an actual invoice, but the customer is not billed and accounts receivable is not affected. before making the final save and writing the record. Writing the proforma invoice record 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.

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Navigation
Fields
Function Keys

Navigation

This screen is essentially the final screen for the Create Proforma Invoice program. Review the details. If you need to correct anything, press F12 to move back a screen. Indicate whether you want to print and fax/e-mail the invoice, and then press Enter to write the record.

Unique Create Proforma Invoice Screens

Create Proforma Invoice - Launch

Create Proforma Invoice - Customer Information

Create Proforma Invoice - Review

Additional Program Screens

Fax/E-mail Window

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

Displays 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.

Shipping Information

Name

The customer's name for shipping purposes.

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

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

Indicate if you want to print the proforma invoice.

Fax

Indicate if you want to fax and e-mail the proforma invoice to the customer. If you enter Y, when you press Enter to finish your review of the invoice, the Fax/E-mail Window appears.

Proforma Amount

Displays the total amount of the items on the invoice.

Total Invoice Amount

Displays the total of the proforma invoice including taxes and other miscellaneous charges.

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.
F12	Cancel/Previous. Exit the program or move back a screen.