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Microsoft Dynamics AX (Archived)

Pro forma Invoice

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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.

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  • Verified answer
    André Arnaud de Calavon Profile Picture
    300,004 Super User 2025 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.

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

    Thanks a lot, Andre.

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