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This section is the Pro-forma Invoice List. It contains the list of Pro-forma Invoice records.
Overview: Pro-forma Invoice list allows registration of pro-forma invoices (PI) for use within system modules. Registration follows standard PI description naming convention according to user's agreement. Each successful registration adds to the number of PIs in the list and each provided a system generated code to distinguish one PI from another.
Definition of Terms:
Pro-forma Invoice List - database of company proforma invoices
Pro-forma Invoice (PI) - an internal form corresponding to sales invoice
Pro-forma Invoice Record - consists pertinent information about the registered PI; found under Project Pro-forma Invoice
Pro-forma Invoice Number - unique code produced by system for monitoring PI of projects
User Involve:
Operations (Project Manager & Supply Chain) are responsible for initiating a Pro-forma Invoice to be processed and reported by accounting team with the sales invoice and collection receipts. Both are in charge of maintaining a transparent and accurate pro-forma invoice system.
General Procedure/Instruction:
A. Creating a Pro-forma Invoice
a.1. upon receipt of purchase order or confirmed quotation, select corresponding project in the system
a.2. create and fill-up pro-forma invoice profile
a.3. click “save” to have a pending status pro-forma invoice
B. Requesting for Pending Pro-forma Invoice to Sale Invoice
b.1.
Notes:
For instructions on how create a new pro-forma invoice record please see Create New Record and fill up Pro-forma Invoice Profile form.