User Manuals
How to Create a Pro Forma Invoice and Initialize a Component Move From Movable Components
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, while in the movable components module. 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.
- Click [Movable Assets] → [Movable Components]
- Locate the component you wish to transfer from one unit to another, in the “Tree” view.
- Right click the component and select “Add to invoice”, select an existing one or create a new invoice.
- If you created a “New Invoice”, enter a name for the invoice, the name can be used to identify the “Pro forma Invoice” later on.
- You are then asked to confirm the newly added movable component. This dialog also allows you to:
[Save] which confirms the addition of the new component.
[Save and Open] which confirms addition and opens the pro forma Invoice form. [Cancel] which will cancel the addition of the component.
- In addition to clicking [Save and Open] in step 6 - To review any existing “Pro forma Invoices” and/or to process them further at any time in the future, Click [Movable Assets] → [Pro forma Invoices].
- To open the “pro forma invoice” double click it.
- Fill in the “Pro forma Invoice” details you have available.
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