Receive Proforma Invoice

In PrismERP, users can record a Receive Proforma Invoice (PI) to keep track of invoices received from suppliers. The system lets users enter supplier details, product information, shipment instructions, and payment terms. PIs can be searched and filtered from the PI List, and their status updated as needed. While a PI is pending, it can be edited, and clicking the PI Number opens a detailed view showing all related information, including terms, conditions, and vouchers.

Add Receive Proforma

Field	Action
PI Number	Enter the Proforma Invoice number.
PI Date	Enter the date when the Proforma Invoice is created.
Sales Contact No	Enter the contact number of the sales representative or contact person.
Supplier	Select the supplier who issued the Proforma Invoice.
Branch	Select the branch associated with the Proforma Invoice.
Project	Select the related project if the purchase is project-based.
Advising Bank	Select the advising bank for the LC.
Exp. LC Open Date	Enter the expected date for opening the LC.
Currency	Select the currency used for the Proforma Invoice.
LC Payment Terms	Select the LC payment terms agreed with the supplier.
Partial Shipment	Select whether partial shipment is allowed.
Shipment/Container	Enter shipment or container details.
Port Of Shipment	Enter the port from which the goods will be shipped.
Destination Port	Enter the destination port where the goods will arrive.
Delivery Terms	Select the delivery terms agreed with the supplier.
Shipment Type	Select the shipment type for the order.
Purchase Type	Select the purchase type such as Local or Import.
SWO Payment Terms	Select the payment terms related to the Send Work Order.
Order	Select the related order for the proforma invoice.
Style	Enter the order style if applicable.
Item	Select the item related to the order.
Product	Select the product included in the Proforma Invoice.
Variant Labels	Enter product variant labels if applicable.
Description	Enter the description of the product.
Booking Unit Cost	Enter the booking cost per unit.
LC Unit Cost	Enter the LC cost per unit.
Quantity	Enter the quantity of the product.
Instruction	Enter any specific instructions related to the Proforma Invoice.
Terms & Condition	Select predefined terms and conditions for the Proforma Invoice.
Additional Clause	Enter any additional clause related to the invoice.
Description	Enter additional notes or explanations related to the Proforma Invoice.

After completing the Receive Proforma Invoice, users can view it from the PI List page. The list allows users to search and filter Proforma Invoices using multiple criteria to quickly locate a specific record.

Users can change the status of a Proforma Invoice as it progresses through the process. The available statuses include Pending, Completed, Rejected, and Closed. A Proforma Invoice can be edited while it remains in the Pending state.

Clicking the PI Number from the list will open its Details View, where users can access all information related to the Proforma Invoice, including PI details, product information, vouchers, etc.

Add Proforma Expense

Beside adding an Insurance Cover Note, users can add a Proforma Expense from the list.

Field	Action
Date	Enter the date when the multi expense voucher is created.
Amount	Enter the total amount for the voucher.
Currency	Select the currency used for the voucher (e.g., BDT).
Rebate Amount	Enter any rebate amount applicable to the voucher.
Ref Voucher	Enter or select the reference voucher related to this transaction.
Project	Select the project associated with the expense if applicable.
Branch	Select the branch where the expense is recorded.
Description	Enter notes or details describing the purpose of the expense.
Credit Account	Select the account from which the expense amount will be credited.
Charges	Enter the name or type of charge included in the expense.
Account	Select the expense account where the charge will be recorded.
Total	Enter the total amount for the specific charge line.