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Transfer order - Proforma invoice?

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Posted on by SV

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Hi,

We are sending items abroad for production, and then returning these items back to our main storage.

We have used normal sales orders, and then purchase orders on return.

What we are looking to, is perhaps using the transfer orders module in BC, but would then need a proforma invoice print from that job.

This i cant find any solution for myself.

Looking for advice.

Thank you.

Steffen

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YUN ZHU 90,070 Super User 2025 Season 2 on at

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Transfer order - Proforma invoice?

That is, you want to print proforma invoice from Tranfer Order? As far as I know, this cannot be done. Even if it is customized, it is somewhat difficult because there is no amount in the Transfer Order, only the quantity.

If you want to create a function that simply creates a Sales Invoice or Purchase Invoice from a Transfer Order, it is not difficult.

Hope this can give you some hints.

Thanks.

ZHU

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Valentin Castravet 28,388 Super User 2025 Season 2 on at

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Transfer order - Proforma invoice?

A developer (or you) would need to create a custom report that mimics the proforma invoice for the Transfer Orders or Posted Transfer Orders page/table. You could then print this custom report.

Alternatively, you could look at the existing reports on transfers orders, perhaps you could modify the layouts of one of the reports to what you need.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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Vahid Ghafarpour 11,930 Super User 2025 Season 2 on at

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Transfer order - Proforma invoice?

Can you create and print pro forma invoices for your transfer orders?

https://www.youtube.com/watch?v=GGSlNEf1zcU

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