Manage
Proforma Invoices
Program/Screen: ARPFIT/ARPFITC1
Description:
Use this program to work with proforma invoiceDraft or suspense invoice that looks like an actual invoice, but the customer is not billed and accounts receivable is not affected.s. You can edit, display, reprint, and fax or email the proforma invoices. You can also turn them into actual A/R invoices.
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Navigation
Access this program from the Accounts Receivable main menu. Use the Currency filter and the filters above the columns to focus the list on the proforma invoices you want to work with. Use the various options and function keys to edit, display, reprint, and fax or email the proforma invoices. You can also turn them into actual A/R invoices.
Unique Manage Proforma Invoices Screens
Manage Proforma Invoices
Manage Proforma Invoices - Edit Proforma Invoice
Additional Program Screens
Display Contract Customer Information
Options
|
Option |
Description |
|
1 |
Invoice. Enter 1 in the Option field to convert the proforma invoice into an A/R invoice. |
|
2 |
Edit. Enter 2 in the Option field to advance to the Edit Proforma Invoice screen. |
|
5 |
Display. Enter 5 in the Option field to advance to the Display Contract Customer Information screen. |
|
6 |
Reprint Proforma. Enter 6 in the Option field to reprint the proforma invoice. |
|
7 |
Fax/Email Proforma. Enter 7 in the Option field to open the Fax/E-mail Window and enter information to either fax or email the proforma invoice. |
Fields
Displays today's date. This is the date that is given to the proforma invoices you convert to A/R invoices.
Enter a currency code to filter the list of proforma invoices.
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Displays the number of the proforma invoice.
Displays the date the proforma invoice was created.
Displays the code that represents the type of proforma invoice.
Displays the number of the customer for whom the proforma invoice was created.
Displays the name of the customer for whom the proforma invoice was created.
Displays the location that initiated the proforma invoice.
Displays the currency of the proforma invoice.
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. |
|
F6 |
Select All and Reprint. Automatically select and reprint all listed proforma invoices. |
|
F12 |
Cancel/Previous. Exit the program or move back a screen. |
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