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

From UNHRD Customer Service Sales
Jump to: navigation, search
(Created page with "{| align="right" border="1" class="wikitable" |- | colspan="2" align="center" | '''Raise the Pro Forma Invoice'''<br/> |- | '''Performer:''' | Customer Service |- | '''Role:''...")
 
Line 12: Line 12:
 
| WingsII – VF01
 
| WingsII – VF01
 
|}
 
|}
 +
 +
 +
To raise the Pro Forma Invoice use the following path:
 +
''Logistics > Sales and Distribution > Billing > Billing Document > Create''
 +
 +
[[File:createPI.png]]
 +
 +
Select the ‘Billing Type’ in accordance to the type of Customer (‘WFP Int. Pro Form.Inv’ or ‘WFP Ext.Pro Form.Inv.’) and insert the Sales Order number to be processed: 
 +
 +
[[File:createPI1.png]]
 +
 +
Press ‘Enter’.
 +
 +
The Pro Forma Data Overview is displayed. Check all information:
 +
 +
[[File:createPI2.png]]
 +
 +
Click on ‘Save’ [[File:1.2.2_15.png]]
 +
 +
The system will generate the document and assign a number:
 +
 +
[[File:createPI3.png]]

Revision as of 22:00, 30 January 2014

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 Customer (‘WFP Int. Pro Form.Inv’ or ‘WFP Ext.Pro Form.Inv.’) and insert the Sales Order number to be processed:

CreatePI1.png

Press ‘Enter’.

The Pro Forma Data Overview is displayed. Check all information:

CreatePI2.png

Click on ‘Save’ 1.2.2 15.png

The system will generate the document and assign a number:

CreatePI3.png