Difference between revisions of "3.12 Print the Pro Forma Invoice"

From UNHRD Customer Service Sales
Jump to: navigation, search
Line 10: Line 10:
 
|-
 
|-
 
| '''Transaction :'''
 
| '''Transaction :'''
| WingsII – VF02
+
| WingsII – VF02/VF03
 
|}
 
|}
 +
 +
== Overview ==
  
 
To print the Pro Forma Invoice, use the following path:
 
To print the Pro Forma Invoice, use the following path:
Line 19: Line 21:
 
[[File:changePI.png]]
 
[[File:changePI.png]]
  
Insert the Pro Forma Invoice number to be changed:
+
Insert the Pro Forma Invoice number to be printed:
  
 
[[File:changePI1.png]]
 
[[File:changePI1.png]]
Line 29: Line 31:
 
[[File:Printpi.png]]
 
[[File:Printpi.png]]
  
Select the Output and click on the preview icon [[File:Preview.png]] to preview the document:
+
== Change the user's defaulted printer ==
 +
 
 +
It is possible to set the default the printer in WINGS by performing below steps:
 +
 
 +
'''1.''' Follow the path below of go to transaction SU3:
 +
''System > User Profile > Own Data''
 +
 
 +
[[File:Maintainuserinfo0.png]]
 +
 
 +
'''2.''' Click on Defaults  tab:
 +
 
 +
[[File:Maintainuserinfo2-1.png]]
 +
 
 +
'''3.''' Change the printer setting by typing the WINGS Output device's name, if known or select it from the drop-down menu:
 +
 
 +
[[File:Maintainuserinfo2-2.png]]
 +
 
 +
Search the printer either by its short name, or its location, or its type. A virtual Adobe PDF printer can be defaulted by 'PDF Test Printer'.
 +
 
 +
'''4.''' Click on [[File:1.5_1.png]] and on [[File:1.2.2_15.png]] to save:
 +
 
 +
[[File:Maintainuserinfo1.png]]
 +
 
 +
'''NOTE ''' The default printer applied in this screen is extended by any WINGS printings/outputs. In case a PDF virtual printer is installed on the computer in us as default printer before WING login, follow above instruction to change the 'Logical destination' field to '''LOCL'''> Then proceed by printing the PI as normal practice so that the system prompts with standard saving process applied by the defaulted PDF virtual application installed on the computer in use.
 +
 
 +
== Print hard-copy of Proforma Invoice ==
 +
 
 +
Select the Output and click on the preview icon [[File:Preview.png]] to preview the document, if required:
  
 
[[File:Printpi1.png]]
 
[[File:Printpi1.png]]
  
 
Then click on [[File:1.2.2 27.png]] to print the document.
 
Then click on [[File:1.2.2 27.png]] to print the document.
 +
The printout is sent to the WINGS printer defaulted in the user Own Data screen as described above.
 
An example of a Pro Forma Invoice is shown below:
 
An example of a Pro Forma Invoice is shown below:
  
Line 42: Line 72:
 
[[File:PRINTOPTION1.png]]
 
[[File:PRINTOPTION1.png]]
  
'''NOTE:''' if a Adobe PDF version of the Proforma Invoice is required, before WINGS login change the default printer to the PDF virtual printer installed on the computer in use. Then login in WINGS, follow above instruction to change the 'Logical destination' field to '''LOCL''' and proceed by printing the PI as normal practice.
+
== Adobe Acrobat version of Proforma Invoice ==
 +
 
 +
In case it is required to save a Proforma Invoice as Adobe Acrobat version (with extension PDF) click on the preview icon [[File:Preview.png]] and type "PDF!" in the navigation pane and click on enter [[File:1.5 1.png]]:
 +
 
 +
[[File:Maintainuserinfo2-3.png]]
 +
 
 +
The system allows either to print or save the Proforma Invoice as Adobe Acrobat format.
 +
 
 +
[[File:Maintainuserinfo2-4.png]]
 +
 
 +
To select the location where to save the Proforma Invoice, click on the Save As icon:
 +
 
 +
[[File:Maintainuserinfo2-6.png]]
 +
 
 +
Select 'Client Driver':
 +
 
 +
[[File:Maintainuserinfo2-5.png]]
 +
 
 +
The system identifies the  local drives by adding the ‘$’ symbol after the letter that maps the drivers. '''''The user local drive is ‘C$’''':
 +
 
 +
[[File:LocaldriveC.png]]
 +
 
 +
Select the folder where to save the file, enter a file name and click on ‘Save’:
 +
 
 +
[[File:Savefilename.png]]
  
The Customer Service Representative signs the document prepared and submits it for the Hub Manager’s approval.
+
The Customer Service Assistant signs the document prepared, either the had-copy of applying the digital signature on the PDF file saved, and submits it for the Hub Manager’s approval.

Revision as of 09:22, 8 August 2018

Raise the Pro Forma Invoice
Performer: Customer Service
Role: C.S. Representative
Transaction : WingsII – VF02/VF03

Overview

To print 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 printed:

ChangePI1.png

Follow the menu path below to start the printing process:

Billing document > Issue Output to

Printpi.png

Change the user's defaulted printer

It is possible to set the default the printer in WINGS by performing below steps:

1. Follow the path below of go to transaction SU3: System > User Profile > Own Data

Maintainuserinfo0.png

2. Click on Defaults tab:

Maintainuserinfo2-1.png

3. Change the printer setting by typing the WINGS Output device's name, if known or select it from the drop-down menu:

Maintainuserinfo2-2.png

Search the printer either by its short name, or its location, or its type. A virtual Adobe PDF printer can be defaulted by 'PDF Test Printer'.

4. Click on 1.5 1.png and on 1.2.2 15.png to save:

Maintainuserinfo1.png

NOTE The default printer applied in this screen is extended by any WINGS printings/outputs. In case a PDF virtual printer is installed on the computer in us as default printer before WING login, follow above instruction to change the 'Logical destination' field to LOCL> Then proceed by printing the PI as normal practice so that the system prompts with standard saving process applied by the defaulted PDF virtual application installed on the computer in use.

Print hard-copy of Proforma Invoice

Select the Output and click on the preview icon Preview.png to preview the document, if required:

Printpi1.png

Then click on 1.2.2 27.png to print the document. The printout is sent to the WINGS printer defaulted in the user Own Data screen as described above. An example of a Pro Forma Invoice is shown below:

Printpi2.png

In case it is required to change the printer to the local printer considered as default on the computer in use, click on PRINTOPTION.png and type LOCL as 'Logical destination' field and click on PRINTOPTION2.png:

PRINTOPTION1.png

Adobe Acrobat version of Proforma Invoice

In case it is required to save a Proforma Invoice as Adobe Acrobat version (with extension PDF) click on the preview icon Preview.png and type "PDF!" in the navigation pane and click on enter 1.5 1.png:

Maintainuserinfo2-3.png

The system allows either to print or save the Proforma Invoice as Adobe Acrobat format.

Maintainuserinfo2-4.png

To select the location where to save the Proforma Invoice, click on the Save As icon:

Maintainuserinfo2-6.png

Select 'Client Driver':

Maintainuserinfo2-5.png

The system identifies the local drives by adding the ‘$’ symbol after the letter that maps the drivers. The user local drive is ‘C$’:

LocaldriveC.png

Select the folder where to save the file, enter a file name and click on ‘Save’:

Savefilename.png

The Customer Service Assistant signs the document prepared, either the had-copy of applying the digital signature on the PDF file saved, and submits it for the Hub Manager’s approval.