Pro Forma Invoicing

Summary of Requirement

ACMECO makes innovative carrying solutions for the imaging world.  These are specialized backpacks, shoulder bags, camera pouches, rolling cases, etc., designed specifically for the needs of photographers and videographers.

Their worldwide distributors place orders on Business Portal, which feeds into Dynamics GP as Sales Transactions. ACMECO has the products made in overseas factories (China), and shipped in containers to the US.

There are two aspects of this process that require additional functionality in Dynamics GP.  First, the sales order lines need to be manually reviewed and split into smaller quantities based on freight container size and requested ship date.

Second, when a container is ready to be shipped, ACMECO needs to produce a pro forma Invoice to their customer for the shipment, and then record receipt of payment against the pro forma invoice.


Design Specification