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What is the difference between a Pro Forma and a Sales Quotation in Navision 2018?

Posted on by 4,359

Hi Community,

May I ask what is the difference between a Pro Forma and a Sales Quotation in Navision 2018?

Thank you!

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: What is the difference between a Pro Forma and a Sales Quotation in Navision 2018?

    Josh,

    Pro-Forma Invoice is used for Custom and International Shipments that require an Invoice to print prior to the actual Post Shipment. Sales Quote looked like a Sales Order except that it is a Quote for a pending Order a customer might give you. They would provide a purchase order to place the order and you can Convert the Sales Quote to Sales Order. Sales Quote can have an expiration date.

    Thanks,

    Steve

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