Proforma invoice

How do I create a proforma invoice in Sage 100 ERP?

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  • 0

    Edit the Sales Order form to what you want it to look like, then edit the Order Title formula as below. In this case if it a sales order it will say "Invoice" and if a "Quote" it will say "Proforma Invoice" but you can edit it to say what you want.

    select case {SO_SalesOrderWrk.OrderType}
    case "S"
    formula = "INVOICE"
    case "B"
    formula = "Backorder"
    case "M"
    formula = "Master Order"
    case "R"
    formula = "Repeating Order"
    case "Q", "P"
    formula = "PROFORMA INVOICE"
    end select

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  • 0

    Edit the Sales Order form to what you want it to look like, then edit the Order Title formula as below. In this case if it a sales order it will say "Invoice" and if a "Quote" it will say "Proforma Invoice" but you can edit it to say what you want.

    select case {SO_SalesOrderWrk.OrderType}
    case "S"
    formula = "INVOICE"
    case "B"
    formula = "Backorder"
    case "M"
    formula = "Master Order"
    case "R"
    formula = "Repeating Order"
    case "Q", "P"
    formula = "PROFORMA INVOICE"
    end select

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