This section is the Pro-forma Invoice Profile. This form contains the fields for creating a pro-forma invoice.

Overview: Pro-forma Invoice Profile states information about the pro-forma invoice. such as,

Header Fields

• PI number – system generated pro-forma invoice number; format: PI-PIN#-## (record type-reference PIN number-two digit PIN's PI counter)
• Date – record date of PI
• PI Desc – name in standard format to easily match reference record; can be PO number, quotation number, or quotation reference file name
• Project no. – reference project of invoice
• Client Code – default client of selected PIN
• Project Location – default location of selected PIN
• Project Manager – default officer in charge of selected PIN
• PI Status – current state of PI
• Remarks – additional comments
• Payment Term – lead time before payment
• Currency – unit of PI value
• Total Amount – value for payment charge to client
• Department – default division of selected PIN

Tabs

• Details – list of item sold to client that will be shown in sales invoice
  1. Ordered List Item
• Sales Breakdown – value according sales type or product line
• Sales Invoice – billing record of invoice already issued
• Collection – receipt record of issued sales invoice

Important requirement includes encoding of PI details, Sales breakdown, Sales Invoice, and Collection records that tallies with total amount stated in PI. Newly registered PI record is an On-hold PI.

Pro-forma Invoice registration begins when an approved client quotation or formal purchase order signed by client is available indicates creation of PI by filling up a pro-forma invoice profile form with reference a PIN in “current” state. This requires a PIN to be in current state to register.