Hello,

We are looking to develop pro-forma invoicing on Sage CRM (7.3) that integrates to Sage 300 ERP (2018). At the moment we only have pro-forma invoice template for printing documents once opportunity created. However some customers require unique reference number. As pro-forma is only a template for printing it does not generate unique reference number.

To work around this we have to create an order to generate new reference number and then create pro-forma invoice on ERP. This is not ideal solution as orders in ERP needs cancelling if there is no further lead, i.e customer does not accept it, never pays. 

Ideally we need an additional stage developing on CRM I think. So rather than promote to order, we promote to pro-forma, an intermediate stage is created that allows us to print to pro-forma and generate a new reference. An once pro-forma is accepted and paid then this would be promoted to an order which only then integrates to ERP.

It would be interesting to see whether anyone else has come across this and it there is any other solution?

Ernesta