Printing Pro Forma Invoice—Exercises

IMPORTANT
If you are a student, it is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Basic Data Setup

Purpose: The purpose of this exercise is to create stored sales parts and receive them into inventory in order to use them in the main exercise.

Enter Customer

Windows:
Customer

  1. Enter C.S.C. New York as customer with XX-1000 as Customer No.

General exercise for Enter Customer

Create Stored Sales Parts

Windows:
Sales Part
Inventory Locations
Inventory Part
Receive Inventory Part

  1. Enter Race Car as Sales Part and with XX-18-100 as Sales Part No.
  2. Create relevant Inventory Locations.
  3. Create corresponding Inventory Part.
  4. Receive a sufficient number of parts of each into stock.

General exercise for Sales Part
General exercise for Inventory Locations
General exercise for Minimal Inventory Part
General exercise for Direct Receipt

Required Data

Entering Customer Order

Purpose: The purpose of this exercise is to set up the basic data required for running this particular functionality.

Windows:
Customer Order

  1. Enter a customer order with C.S.C. New York (XX-1000) as customer and wanted delivery date in a month's time. Select NO as order type. Use your User ID as the coordinator.
  2. Enter an order line with 5 pcs of the sales part Race Car (XX-18-100).
  3. Release the customer order.

General exercise for Entering Customer Order

Main Exercise

Purpose: The purpose of this lesson is to show you how to create a pro forma invoice for a customer order.

Windows:
Customer Order

Printing Pro Forma Invoice

  1. In the Customer Order window, right-click and click Print Pro Forma Invoice, and click OK. The Print Report window is displayed on the screen.
  2. Click Preview, and analyze the results.

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