Difference between revisions of "3.10 Raise the Pro Forma Invoice"

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Press ‘Enter’.
 
Press ‘Enter’.
  
The Pro Forma Data Overview is displayed. Check all information:
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The Pro Forma Data Overview is displayed.  
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Edit the PI free text field following the path below:
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 +
''Goto > Header > header texts''
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 +
[[File:PITEXT1.png]]
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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:
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 +
[[File:PITEXT2.png]]
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Additional noted on the sale can be entered in the field '''NOTES'''.
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With reference to the '''[http://unhrd.org/UCSS/index.php/Self_Insurance_Scheme Self Insurance Scheme]''', in the PI notes field, information on the value of the cargo used for calculation and percentage applied should be introduced for information of partner and UNHRD Finance. UNHRD Finance will request correction in case the calculation of percentage as per the estimated value of the cargo has not been done correctly.
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Check all information:
  
 
[[File:createPI2.png]]
 
[[File:createPI2.png]]

Revision as of 15:19, 30 November 2017

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

CreatePI.png

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:

CreatePI1.png

Press ‘Enter’.

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

Goto > Header > header texts

PITEXT1.png

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:

PITEXT2.png

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

With reference to the Self Insurance Scheme, in the PI notes field, information on the value of the cargo used for calculation and percentage applied should be introduced for information of partner and UNHRD Finance. UNHRD Finance will request correction in case the calculation of percentage as per the estimated value of the cargo has not been done correctly.

Check all information:

CreatePI2.png

Click on ‘Save’ 1.2.2 15.png.

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

CreatePI3.png