How do I create a proforma invoice in Sage 100 ERP?
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
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
*Community Hub is the new name for Sage City