Copying Proforma Invoice as a Menu item to Shipping/Receiving

Epicor ERP 10
1

Hi all,
Hope everyone is doing well.

I have been testing Epicor for about 5 mos and going live next year.

Not sure if this is doable all do the way as desired.
I am trying to copy Print Forma Invoice function from sales order form as a menu item in Shipping/Receiving.
So far this is where I end up

proforma invoice
proforma invoice4080×1440 477 KB
proforma invoice_1
proforma invoice_12249×1288 62.9 KB

I was able to get the process of the ProForma Invoice and apply it on the created menu item.

Now, next step is to add a filter to somehow enable me to enter a sales order number or add a search function such as a sales order search form. And from there letting the user to print the pro forma invoice from the entered sales order number.

Hopeful here that someone here tried a similar test.

Thank you

2

You will be better creating this as a BAQ report where you duplicate your proforma. Straight out add a filter and make this menu work will be way more complicated. and the customization will affect the menu on the sales order entry and this new menu you created

3

I will try that approach Alex.
Thank you for the input.

Chemuel

4

Let me know if you need any guidance