How do we convert a PO sent by a customer into our own Proforma Invoice (PI)?

Go to “Trading Process → PO,” switch to “Received (PO),” open the copy of the PO sent by the customer, and click “Convert to Proforma Invoice” at the top. The system will use this PO to create an original PI issued by your company, then take you directly to the new PI. The PI header will show “Conversion source (original PO)” so you can refer back to it. Note that clicking this button immediately notifies the customer: the customer receives the resulting PI right away, including a notification email. It is not a draft. The success message will say “Converted to PI, and ○○ has been notified.” After conversion, a link labeled “PI issued: ○○” will appear below the header of the PO copy. Click it to open that PI. If you click “Convert to Proforma Invoice” again while that PI has not yet been archived, the system will ask you to confirm. Another PI will be created only if you click “Convert to another PI anyway,” and another notification email will be sent to the buyer. If you cannot find the PI you just created, click “PI issued” first instead of converting again. The resulting PI retains the PO’s document number and creation date, so it appears in the PI list at the position corresponding to the PO’s date, rather than at the top. Next, check the prices, delivery dates, additional charges, and other details on the PI. If you make changes, click “Send” so the customer can see the latest version. Both parties will then use this PI for negotiation and confirmation. When shipping, create the shipping document from the PI as well. Other limitations of the PO copy: it cannot be copied or deleted, although it can be archived. Item sorting and payment controls are also unavailable.