E-mail Pro Forma Invoice

Explanation

This activity is used to e-mail a pro forma invoice to a customer as an attached Portable Document Format (PDF) file. A pro forma invoice is always generated per order and the layout is the same as the layout for a normal invoice. The total amount can be zero (0) for a pro forma invoice.

Prerequisites

This activity has the following prerequisites.

System Effects

The pro forma invoice is e-mailed to the specified customer, using IFS/Connect and the rules specified for the event PDF_REPORT_CREATED.

Window

Customer Order

Related Window Descriptions

Customer Order
E-mail Pro Forma Invoice

Procedure

  1. Open the Customer Order window, and query for the required customer order.
  2. Right-click  the header and click E-mail Pro Forma Invoice.
  3. Click OK in the message that appears to confirm e-mailing of the pro forma invoice.
  4. The E-mail Pro Forma Invoice dialog box will open.
  5. Modify the e-mail address, if required, and click OK.