How to Create a Pro Forma Invoice From the Overview

This is a detailed description of the procedure required to create a pro forma invoice and initialize the move of a component from one unit to another unit. This description assumes that all the required configurations, as described earlier in this document, have been done. It is possible to initiate a component move from the office or any unit within the fleet that can ‘see’ the component.   However, only the unit that currently owns the component or the office can approve the pro forma invoice.  

1. Click [Movable Assets] → [Pro Forma Invoices]  
2. At the top left of the screen, click the [New] button
3. Fill in the Name of the invoice
4. Select the ‘Sender Unit’
5. Select the ‘Receiver Unit’
6. Click [Save]

It will now be possible to add assets to the Shipping List (either components, stock locations or both) to this invoice as well as defining other aspects of the transfer procedure.