How to handle perfoma invoice?

Hi all,

FYI, i will try to create in customer shipment entry. I will try to
customise a report for pack slip and link with order detail to print
out as performa invoice.

Once the job is done, I have to update shipment status as shipped
since system will deduct qty from warehouse.

Hope this may help to all.

Thanks.

Best Regards,

Admund Ng



--- In vantage@yahoogroups.com, "Hatcher, John" <johnh@...> wrote:
>
> I'm struggling with this same issue. The approach that I have
chosen is
> to create another report style for the packing slip by adding
pricing,
> discounts, etc.
>
>
>
> Unfortunately, there is a bug which I have reported that doesn't
allow
> the link to the OrderDtl table to work correctly. (something to
watch
> out for)
>
>
>
> If this doesn't get fixed in time, I plan on producing a BAQ report
for
> Crystal instead. I'll lose a lot of the functionality already built
> into the packing slip but I'll have the document at least.
>
>
>
> Hope this helps.
>
>
>
> John A. Hatcher
>
> Manager of IS
>
> Versa Products Co., Inc.
>
> (201) 518-5948
>
> (201) 843-2400 x4148
>
> (201) 843-2931 (fax)
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
Hi all,

Is there any have experience before and mind to share how to solve it?

1. My client need to print out the performa invoice before job
complete. This perfoma invoice is used for declare custom duty clearing
purpose.

2. Can i use misc. shipment print out the doc?

3. Is there any quantity affect misc. shipment entry?

4. Any alternative way to suggest?

Best Regards,
Admund Ng
Admund -



Have you tried using a copy of the Order Acknowledgement form and modify it
as a Proforma Customs Invoice?

If you add the additional Customs information in user fields in the Order
Entry you should be able to create a Proforma Invoice from the Order Entry
side.



HTH,

Calvin Dekker



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
admundng
Sent: Thursday, February 21, 2008 11:57 PM
To: vantage@yahoogroups.com
Subject: [Vantage] How to handle perfoma invoice?



Hi all,

Is there any have experience before and mind to share how to solve it?

1. My client need to print out the performa invoice before job
complete. This perfoma invoice is used for declare custom duty clearing
purpose.

2. Can i use misc. shipment print out the doc?

3. Is there any quantity affect misc. shipment entry?

4. Any alternative way to suggest?

Best Regards,
Admund Ng





[Non-text portions of this message have been removed]
Use an advance bill and print the invoice?



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of admundng
Sent: Friday, February 22, 2008 12:57 AM
To: vantage@yahoogroups.com
Subject: [Vantage] How to handle perfoma invoice?



Hi all,

Is there any have experience before and mind to share how to solve it?

1. My client need to print out the performa invoice before job
complete. This perfoma invoice is used for declare custom duty clearing
purpose.

2. Can i use misc. shipment print out the doc?

3. Is there any quantity affect misc. shipment entry?

4. Any alternative way to suggest?

Best Regards,
Admund Ng





[Non-text portions of this message have been removed]
I'm struggling with this same issue. The approach that I have chosen is
to create another report style for the packing slip by adding pricing,
discounts, etc.



Unfortunately, there is a bug which I have reported that doesn't allow
the link to the OrderDtl table to work correctly. (something to watch
out for)



If this doesn't get fixed in time, I plan on producing a BAQ report for
Crystal instead. I'll lose a lot of the functionality already built
into the packing slip but I'll have the document at least.



Hope this helps.



John A. Hatcher

Manager of IS

Versa Products Co., Inc.

(201) 518-5948

(201) 843-2400 x4148

(201) 843-2931 (fax)





[Non-text portions of this message have been removed]
We just us UPS Worldship's export docs and if we ship via other meanswe
create them manually in Word docs that we created. Not automated but we
don't do it every day either.


Edward F. Fox, Jr., CPA

Controller

Maxson Automatic Machinery Company

Phone 401-596-0162 a Fax 401-596-1050

www.maxsonautomatic.com <http://www.maxsonautomatic.com/>



_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Hatcher, John
Sent: Friday, February 22, 2008 7:34 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re:How to handle perfoma invoice?



I'm struggling with this same issue. The approach that I have chosen is
to create another report style for the packing slip by adding pricing,
discounts, etc.

Unfortunately, there is a bug which I have reported that doesn't allow
the link to the OrderDtl table to work correctly. (something to watch
out for)

If this doesn't get fixed in time, I plan on producing a BAQ report for
Crystal instead. I'll lose a lot of the functionality already built
into the packing slip but I'll have the document at least.

Hope this helps.

John A. Hatcher

Manager of IS

Versa Products Co., Inc.

(201) 518-5948

(201) 843-2400 x4148

(201) 843-2931 (fax)

[Non-text portions of this message have been removed]






[Non-text portions of this message have been removed]
The way we did it was create a separate warehouse for each customs holding facility.
Moving stock from plant to that customs warehouse was in the eyes of Vantage as just moving stock from one warehouse to another, but we always knew where the stock was.
We created a separate program to print the proforma invoice outside of Vantage, based on the warehouse transfer information.
I don't recommend trying to invoice out of Vantage and backing that invoice out after printing it.
Remember that you aren't selling it, you are simply moving it. In theory, though the stock sits in a foreign customs clearing house, it is still your stock and should still be on your books.
Hope any of this helps.

----- Original Message ----
From: admundng <admundng@...>
To: vantage@yahoogroups.com
Sent: Thursday, February 21, 2008 11:57:15 PM
Subject: [Vantage] How to handle perfoma invoice?














Hi all,



Is there any have experience before and mind to share how to solve it?



1. My client need to print out the performa invoice before job

complete. This perfoma invoice is used for declare custom duty clearing

purpose.



2. Can i use misc. shipment print out the doc?



3. Is there any quantity affect misc. shipment entry?



4. Any alternative way to suggest?



Best Regards,

Admund Ng














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