we are on CRM 4.0
we have a requirement to create a pro forma invoice in the Mobile Client (laptops used by sales reps working offline)
as soon as an order is created we want to create a pro forma invoice, print it and give it to the customer
can anyone suggest what are the possible options
I am thinking of two options:
1) create a smart form with all the desired fields on the invoice and read the feilds off the order
2) create a z order transaction naming pro forma invoice, but not sure how if this will print properly...
can any one who faced similar situation please comment?
(points given to any useful info)