The customer sent us a Purchase Order (PO) copy. How do we convert it to our Proforma Invoice (PI)?

Go to "Trading Process → PO", switch to "Incoming (PO)", open the PO copy from the customer, and click "Convert to Proforma Invoice" at the top. The system will create our PI using this PO, and upon completion, you'll be taken directly to the new PI. The PI header will display "Conversion Source (Original PO)" for easy reference back to the original PO. Next, verify the price, delivery date, additional charges, and other details on the PI, then click "Send" to the customer. From that point on, both parties will negotiate and confirm using this PI, and when shipping, the shipment document will also be created from the PI. Other limitations on the PO copy: cannot be duplicated, cannot be deleted (can be archived), no line item reordering, and no payment control.