1. Existing document sources include "Quotation", "Inquiry", and "PO / PI", allowing you to select from existing quotations, inquiries, or POs, respectively. 2. The product data source is "Product Management", which uses the current company's product master data. 3. Received copies can also be used as sources: "PO Copy" lets you select from received PO / PI copies, while "Quotation Copy" and "Inquiry Copy" let you select from the corresponding received copies. 4. You can ask: "What sources can be used to populate a Proforma Invoice?" The AI would answer: "Sources include quotations, inquiries, POs / PIs, Product Management, and copies of POs, quotations, and inquiries." 5. The "⋯" menu in the upper-right corner of the current screen has not been expanded, so the entry points for importing or copying cannot be confirmed.
V5 新桌面版｜SIM–NW–PO–2610–S0020