How to reprint a Proforma Invoice

Created by Susan Richardt, Modified on Mon, 10 Mar at 1:28 PM by Susan Richardt

After we got off the phone I looked back at some old orders and saw that in the past, when we had an order that we generated a proforma invoice for, we also had a regular invoice print out after finalization. See example attached.

 

Do you know why this worked in the past but not now?


Two things:

 

  1. The ship to address for this customer was set to N = for Invoice print so it it would not be set to print the invoice originally.

      I did change it to a Y for the future.

 

  1. Terms of sale on OE# 01174488 is 03

Terms of sale on OE# 01174695 is 94

     Anything over 89 is programmed not to print the customer copy of the invoice.


You can reprint the Proforma Invoice


Go into Inventory Update/Invoicing Menu and select the option for OE PROFORMA INQUIRY (OE330CL).

Key in the customer number and press enter.

Go to INVOICED ORDERS.

Select the order with a 1 and press enter.

You will go back to the previous screen with message at the bottom, “CNS0127 Printing Invoices” and the Proforma invoice (OE630P) should print.  



 

 

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