Skip to main content

Notifications

Microsoft Dynamics AX (Archived)

Pro forma Invoice

Posted on by Microsoft Employee

I need to post a Pro forma Invoice for a Purchase order. I need some clarifications :

1.) Can one make pro forma invoice before making PRODUCT RECEIPT.
2.) When one posts the Pro forma Invoice, will it create any accounting entry for the vendor, for payment.
3.) If Yes, then how does one settle the Pro forma Invoice amount while making the Final Invoice.

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Pro forma Invoice

    Thanks a lot, Andre.

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,253 Super User 2024 Season 2 on at
    RE: Pro forma Invoice

    Hi Rohan,

    Here are some answers:

    1) Yes. You can select the full or partially quantity and print the pro-forma invoice.

    2) No. A proforma invoice will not create accounting entries. It will only print a report.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans