3.10 Raise the Pro Forma Invoice

Raise the Pro Forma Invoice
Performer:	Customer Service
Role:	C.S. Representative
Transaction :	WingsII – VF01

To raise the Pro Forma Invoice use the following path:

Logistics > Sales and Distribution > Billing > Billing Document > Create

Select the ‘Billing Type’ in accordance to the type of Partner (‘WFP Int. Pro Form.Inv’ for Internal Partner or ‘WFP Ext.Pro Form.Inv.’ for External Partner) and insert the Sales Order number to be processed:

Press ‘Enter’.

The Pro Forma Data Overview is displayed. Edit the PI free text field following the path below:

Goto > Header > header texts

Type the name of the UNHRD Customer Service Assistant that raised the PI in the PREPARED BY field, enter the Hub Manager name in the CERTIFIED BY field and enter the Partner's Release Authority in the AUTHORISED BY field:

Additional noted on the sale can be entered in the field NOTES.

Check all information:

Click on ‘Save’ .

The system will generate the document and assign a number in the correct range of 870000001- 879999999: