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You can modify the Blank SOP Quote form using Report Writer to look like a Proforma invoice. Quotes do not affect inventory.
Hi Mike,
You could enter a 'sales order' type document. Then modify one of the sales order print layouts and include the text 'Proforma Invoice' at the top.
Best regards,
Ian.
Invoices must be fulfilled before they are printed. Therefore, an invoice won't work for you. An earlier suggestion was to modify a report in Report Writer to look like an invoice. That's a good call. What I have done if i really needed it to say "Invoice" on the top was to use the Word template. You can take the same document and create two layouts.
For instance, you can use the Standard report to be your pro-forma invoice and use the Word Template to be the real document.
Kind regards,
leslie
Also,
Until the items are allocated, there is no inventory impact. That can be controlled using the SOP document type ID.
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