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How do I create a proforma invoice from scratch, and print it without affecting inventory?

L Vail 65,271 on at

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Re: How do I create a proforma invoice from scratch, and print it without affecting inventory?

Also,

Until the items are allocated, there is no inventory impact. That can be controlled using the SOP document type ID.

Kind regards,

leslie
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L Vail 65,271 on at

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Re: How do I create a proforma invoice from scratch, and print it without affecting inventory?

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
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Re: How do I create a proforma invoice from scratch, and print it without affecting 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.
Richard Wheeler 75,796 Moderator on at

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Re: How do I create a proforma invoice from scratch, and print it without affecting inventory?

You can modify the Blank SOP Quote form using Report Writer to look like a Proforma invoice. Quotes do not affect inventory.

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