Hi,

what would be the smartest way to implement pro forma invoicing in Accpac.
We currently run Accpac 5.4 which does not seem to offer this feature.
Has it been added to later versions and if not how could it be achieved?

I can oly think of entering invoices without posting them - but surely there is a smarter way?

Thanks

Accpac has never done pro forma invoicing, and it's not a feature in 5.5.  Do you want to do it from A/R or O/E?

Hi Jay,

I know Accpac doesn't do it but I was looking for a workaround.
A/R pro forma invoices would be a good start, but ultimatively they would also be handy to have in O/E.

I searched the web for Accpac and pro forma invoice and came across this:
http://www.endeavour.co.nz/profiles/sage-profiles/federated-farmers.cfm

But of course it's not explained what they did.

You should contact them directly.

I tried looking under our Development Partners Page, but came up empty as well. Contact them and see what happens, it seems like they worked with our Australia office.

http://www.sagesoftware.com.au/www/405/1001127/displayarticle/erp--1001281.html

Thanks for the link. I'll contact them shortly.

I was also thinking some sort of pro forma invoicing could be realised by simply entering the AR / OE invoice in a separate batch which isn't posted? Should the invoice evolve into a real invoice I'll post it. If it doesn't I'll delete it.

Would there be any issues whith that approach?

You can only do that in A/R.  An O/E invoice is final.  All you could do in O/E is make an Order, and print it with a custom form that says "Invoice" instead of "Order".

Thanks for your reply, Jay.

A/R is pretty straight forward.

Just to confirm with O/E - I can't make a shipment entry for a "pro-forma order", or can I?

As soon as I ship the item in O/E, I would have to do an invoice to be able to reverse that order?
In other words: Is a shipment entry final as well?

Also, I don't enter a shipping quantity in O/E order entry it will show as back ordered on the order confirmation form. Guess there's no way around that except for hiding the whole column...

Correct.  That's why OE has Quotes.