Proforma Invoice Listing (Sales Force)[MIGRATED]

Sales Force > Proforma Invoice > Proforma Invoice Listing This function is used to view on the Proforma Invoices that have been created. Select an option of Date Range and enter dates 'From' and 'To'. The Date Range can be: Inquiry Date Respond before Delivery Date Selection for a Salesman and Remarks / Reference No field are optional. Click 'Submit'. A table will be displayed. There will be 3 selection for the Proforma Invoice (PI) Status: PI_APPROVAL_PENDING - waiting for the customer to respond on the Proforma Invoice PI_APPROVED - customer agree with the Proforma Invoice PI_REJECTED - customer disagree with the Proforma Invoice Click on 'Save PI Status' after updated the Proforma Invoice status. There are a few Actions that can be done from the table: Edit - Edit Proforma Invoice Print - print Proforma Invoice Create Invoice - only Proforma Invoice that has been approved has this option After the Proforma Invoice is approved by the customer, it cannot be edited anymore. If the Invoice is already created, the 'Create Invoice' option will not be available under the Action field.  PO Status records the purchase order number that has been created from the Proforma Invoice. This process is done in the Procurement Department at the Proforma Invoice Listing page. INV Status records the invoice number that is created from the Proforma Invoice. When user click 'Create Invoice' under the Action field, user will be directed to the Create Invoice page under Trading module. When user click 'Add Item', only item in the Proforma Invoice are available on the list. Items that are not on the Proforma Invoice cannot be added. Click 'Confirm and Save'.