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document flow question Resolved

Dear Ocean Team.
we have following documents in our work

Sales documents sequence:
Angebot(estimate) > Proforma Rechnung (proforma Invoice) > Rechnung (invoice) > Liefershein

Buying documents sequence:
Bestellanfrage (quotation request) > Bestellung (Purchase order) > Eingangsrechnung (incoming Invoice)

with sales documents we do this in "Income" button.

1. But where i need to make buying documents? in expenses or warehousedocuments?

2. Also, can i make Bestellung (Purchase order) document from the document Proforma Invoice,
with saving all product positions inside of the document?

quadindustry 2019-04-15 22:05
Has the answer

Dear Ocean User,

1. You need to create buying documents in expenses.
2. To make a document based on Proforma Invoice just go to the invoice preview and on top of the menu click "More options" > "add similar" and then change the Kind of document. Also you have an option - Convert to invoice.

Kind regards,
Bagi

Comments

Bagi
Bagi
Dear Ocean User,

1. You need to create buying documents in expenses.
2. To make a document based on Proforma Invoice just go to the invoice preview and on top of the menu click "More options" > "add similar" and then change the Kind of document. Also you have an option - Convert to invoice.

Kind regards,
Bagi

2019-04-16 16:34


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