Open: Sales Order Processing > Pro Forma Invoices > Enter New Pro Forma | Delivery & Invoicing.
- Enter the delivery and invoice address for the customer.
- To use the same address as the customer's address on the Pro forma details tab, select Use pro forma & invoice address.
To use a different delivery address, clear Use pro forma & invoice address.
- For existing customer accounts, click Change and select the required delivery address from the list.
- For prospect customers, enter the required Delivery address details.
Enter the VAT details if required.
VAT details are only available for customer accounts, and not prospect accounts.
- The VAT details default to the Trading Details entered on the customer account Trading details tab. You can only change these if you do not choose to Use pro forma & invoice address.
Triangulated: Select this if the sales order represents a triangulated transaction. This makes sure that the transaction is marked with the correct indicator on the EC Sales list.
Enter the following details:
Amend this, if required.
The Settlement discount is taken from the customer account Credit terms tab in the Sales Ledger.Settlement discounts and UK VAT
VAT on an invoice is only discounted when it is paid within the settlement discount period.
On each invoice, VAT is calculated by default on the full invoice value. If the invoice is paid within the settlement discount period, a VAT adjustment is required, to account for the discounted VAT.
Note: In Ireland, VAT is calculated on the full value of the invoice regardless of any settlement discount.
Order discount / surcharge
Enter or amend this, if required.
The order discount (invoice discount) is taken from the customer account Documents tab.
When the pro forma is confirmed, the price book is checked for any customer order discounts. If the price book discount is more than the invoice discount, you can choose which one to apply.
Order taken by
Specify who has taken the order (the person responsible for the pro forma).
This will automatically be filled in with your user name, if you have chosen to Use the user's logon name as the document taker in the SOP settings Invoice and Order Entry tab.
Enter the order priority code (from A to Z).
A has the highest priority and Z the lowest.
This is taken from the customer account Trading details tab in the Sales Ledger and can be changed here.About order priority
The order priority code is used to display orders in order of priority. This allows you to see which orders are most urgent. This can be particularly important when allocating stock to orders for outstanding items.
Enter the analysis codes required.
Select the required Values from the drop-down lists.
Note: To change the analysis codes, you must have selected to Allow amendment of - Analysis codes in the Invoice and Order Entry tab of SOP Settings.
To add a new value to this analysis code, click New value.
Note: To add a new value to analysis code, you must have selected Add New on Entry when setting up analysis codes in Accounting System Manager.