Creating Pro Forma Invoices—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 as complementary parts. 

Enter Customer

Windows:
Sales Part

  1. Enter C.S.C. New York as customer with XX1000 as Customer No.

General exercise for Customer  

Create Stored Sales Parts

Windows:
Sales Part
 Inventory Locations
Inventory Part
 Receive Inventory Part

  1. Enter Race Car as Sales Part and with XX18-100 as Sales Part No.
  2. Create relevant Inventory Location.
  3. Create corresponding Inventory Part.
  4. Receive a sufficient number of parts into stock. 

General exercise for Sales Part
General exercise for Inventory Locations
General exercise for Purchased Inventory Part
General exercise for Receive Inventory Part

Required Data

Entering Customer Order

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

  1. Enter a customer order with C.S.C. New York (XX1000) as customer and wanted delivery date in a month's time. The order type should be NO, and you should use your User ID as the coordinator. Note the order number: __________ .

  2. Enter an order line with 10 pcs of the sales part Race Car (XX18-100).

  3. Release the customer order

General exercise for Entering Customer Order

Main Exercise

Purpose: The purpose of this lesson is to familiarize you with the creation of pro forma invoices.

Windows:
Customer Order

Create a Pro Forma Invoice

  1. Print the pro forma invoice by using the OperationsCustomer Order window. View the invoice by clicking Preview.