3.9 Update Sales Order Status to Pro Forma Invoice

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Update Sales Order Status to Pro Forma Invoice
Performer: Customer Service
Role: C.S. Representatives
Transaction : WINGSII - VA02

In order to raise the Pro Forma Invoice, the billing plan inside the Sales Order needs to be changed. Access the ‘Change Sales Order’ function, insert the Sales Order number to be changed and press ‘Enter’:


From the Sales Order initial screen, select the following path:

Goto > Header > Billing plan


Unblock the SO by removing code ‘Z1’ from the ‘Pro Forma Inv’ line item(s):


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.

Go back with the green arrow Backarrow.png and click on ‘Save’ 1.2.2 15.png. The Sales Order is now changed: ChangeSO9msg.png