3.11 Complete PI header data

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Complete PI header data
Performer: Customer Service
Role: C.S. Representatives
Transaction : WINGSII - VF02

To insert the Footer Texts in the Pro Forma Invoice use the following path:

Logistics > Sales and Distribution > Billing > Billing Document > Change

ChangePI.png

Insert the Pro Forma Invoice number to be changed:

ChangePI1.png

To edit PI Header and Footer information, use the following path:

Goto > Header > Header texts

ChangePI2.png

In the ‘Header Data’ screen, select the ‘Head.text’ tab, double click on ‘PREPARED BY:’ and insert the name of the Customer Service Representative:

ChangePI4.png

Double-click on ‘CERTIFIED BY:’ and insert the Hub Manager’s name & title:

ChangePI5.png

Double-click on ‘AUTHORIZED BY:’ and insert the Partner’s Release authority name & title:

ChangePI3.png

In case it is required to add any note in the PI footer, double click on ‘ NOTES’ and enter any text required to be added on the PI. Click on ‘Save’ 1.2.2 15.png and receive the confirmation of successful document update: CreatePI3.png


NOTE In case it is required to record any information on Partners tracking numbers that has to be reported in the PI, follow the instructions in 3.2 Create Sales Order, para 5 Record Partner's PO number, if any.