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Search

• Search

It allows you to search the information by using filters to organize it based on the index selected, considering, for example, the branch+code.

• Filter by Case

Upon access to this option, the system displays the configuration screen.

Check it if you want the option Display only canceled or substituted proforma invoices.

After filling out the fields, click OK to confirm it, or use option Remove Filter.

Status

• Analysis - Proforma invoices with statuses Issue Invoice and Issue Minute or Minute Canceled can revert to status Analysis when you activate this option. Proforma invoices in status Edited only revert to status Analysis when you activate option Redo or Summary.

• Issue Minute - When you access this option, the system displays a screen requesting confirmation to edit the status of the proforma invoices selected.

• Issue Invoice - Changes field Issue Type from Proforma Invoice to Tax Invoice.

• Partner Minute - This works the same way as Issue Minute, though you can use it to differentiate the minute and send it to validation by the Partner of the one validated by the Customer.

Revision

• Sending: Used as a record of Proforma Invoice sending for revision.

A history log of the proforma invoice is created, filling out the Outflow Date, Outflow Time, Reviser and History (for all selected proforma invoices) and changes the billing status of the proforma invoice.

View the screen to enter the Reviser, Outflow Date, Outflow Time, History and Billing Status. The reviser is suggested in the proforma invoice, the outflow date and outflow time are suggested with the date of the server.

• Return - Used as a record of the return of the proforma invoice sent to revision. A history of the proforma invoice is created, filling out the Return Date and Return Time information for the histories with blank return date but with the outflow date filled out. View the screen to enter the proforma invoice billing status and change this field in the proforma invoices selected.

• Issue Invoice -Use this option to change Proforma invoices from statuses Analysis or Minute Issued to status Issue Invoice. The proforma invoice must be in status Issue Invoice to become available in the printing/issue queue. The system displays a screen for you to confirm the action.
  

• Issue Minute: Use this option to change Proforma Invoices from status Analysis to status Issue Minute. To issue the proforma invoice minute, the proforma invoice must be in this status.

All

• Reverse Selection - Use this option to reverse the existing selection. If all records are selected, use this option to deselect them all.

Minute

• Send to Queue - It offers, in the proforma invoice minutes issue queue, the selected proforma invoices in Issue Minute status.

• Issue - It opens the proforma invoice minutes issue screen.

Cancel

It cancels the proforma invoices selected onscreen. This action cannot be undone. You need to issue a new proforma invoice in the Proforma Invoice Issue screen.

Select the proforma invoices you wish to cancel and click this option.

This system displays a confirmation screen.

Redo

It recalculates the proforma invoice values and gives you the option to create the proforma invoice report on the screen, on Word or Printer. Moreover, the way the recalculation is performed, after redoing it, the proforma invoice reverses the Analysis status if set to Edited.

Summary

It recalculates the proforma invoice values and states a summary onscreen. When entries exist in another currency, it displays one column in the domestic currency and another with the value in the other currency, including the conversion rate. Moreover, the way the recalculation is performed, after the summary the proforma invoice reverses the Analysis status if set to Edited.