Print Shipment Pro Forma Invoice

Explanation

A shipment pro forma invoice can be printed and accompany goods where for some reason the real invoice cannot be accessed or used. Note that the title itself is only printed as a pro forma invoice, since this is the standard naming for an invoice that is only used for customs purposes. When the shipment is in  Complete status, if there is any quantity that is actually delivered, that will be shown as the pro forma invoice delivered quantity, else the picked quantity will be shown as the delivered quantity. For non-inventory parts, the non inventory quantity to be delivered will be shown as the pro forma invoice delivered quantity. The invoice will only state the address where the goods are to be delivered as consignee address. For each line a customs value reflecting the base currency will be printed as well as the customs statistics number and net weight. The net weight, gross weight and volume are also summarized as totals together with the customs value.

This activity can be executed either manually or automatically. Whether or not to print a shipment pro forma invoice automatically, is controlled by the shipment type of the shipment. In the shipment type, it can be defined that a shipment pro forma invoice should be printed at execution of a main activity in the shipment flow e.g. delivery, closure. This activity can be executed manually either per shipment or for all shipments connected to a consolidated shipment. A consolidated shipment is defined as one departure of several shipments from the specified site, to all the delivery addresses of the connected shipments. When executed from the consolidated shipment the shipment pro forma invoice for all connected shipments are printed in reversed load sequence order to get the pro forma invoices in unloading order.

Prerequisites

• The shipment must be in Complete or Closed status before you can print the shipment pro forma invoice.
• In order to print the customs value it must be manually defined for each customer order line.
• The customs statistics number will be printed for both inventory and non-inventory sales parts as well as package parts, when defined in the respective inventory part, non-inventory sales part and package part records.
• The net weight will be printed for both inventory and non-inventory sales parts as well as package parts, when defined in the respective sales part records.
• The total net weight, gross weight and volume will be printed as defined in the handling unit structure of the shipment. 
• For a shipment pro forma invoice to be printed automatically, the shipment type must have been defined to do so at the execution of a main activity.

System Effects

• A shipment pro forma invoice will be generated and placed in the report archive. It is possible to print or preview the invoice via the Report Archive.
• The Pro Forma Invoice check box on the shipment header will be selected.

Window

Shipment
Shipments
Consolidated Shipment
Consolidated Shipments

Related Window Descriptions

Shipment
Shipments
Consolidated Shipment
Consolidated Shipments

Procedure

To print a shipment pro forma invoice manually per shipment:

1. Open the Shipment window or the Shipments window and query for the required shipment.
2. Select the shipment, right-click and then click Print Shipment Pro Forma Invoice.

To print shipment pro forma invoices manually per consolidated shipment :

1. Open the Consolidated Shipment window or the Consolidated Shipments window and query for the required consolidated shipment.
2. Select the consolidated shipment, right-click and then click Print Shipment Pro Forma Invoice.

To print a shipment pro forma invoice automatically:

1. Execute a main activity in the shipment flow e.g. deliver, close.
2. A shipment pro forma invoice will be printed, if the main activity has this defined as an optional event in the shipment type.