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Sales Documents


In SAP Business One, how can you generate the following sales documents:

(1) Proforma Invoice,

(2) Packing Slip, and

(3) Certificate of Origin?

Also what report can you generate to show what items are due to be shipped, today?

Thank you!


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2 Answers

  • Best Answer
    Jan 11 at 04:31 PM

    John - per your question on items to be shipped today (or any other specific date range).

    Sales AR Module > Sales Reports > Backorder > Input a Date Range, Select all or specific warehouses, and then select the "Okay" button and there is a list of open Sales Order Lines with their associated Delivery Date.

    Check your Form Settings of the Backorder Report that you have all of the columns you want or need.

    PS - check out the "Allow Backorder" field in Form Settings - a lot of Customers like to show that in the display...

    PSS - if the Backorder Report does not fill your needs, then you can create an Alert Message with some SQL...

    Regard - Zal

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  • Jan 11 at 04:38 AM

    Hi John Ellis,

    This all can be done through Crystal report or PLD.

    (1) Proforma Invoice - This document has to be taken from Sales order (Duplicate of sales order)

    (2) Packing Slip - If you are doing partial shipment from sales order then take this from Delivery document. Else you can take it from Sales order itself.

    (3) Certificate of Origin? - This can be taken from Delivery or Invoice Document based on your requirement.

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