4.2.4.4. Creating a Proforma Invoice Received. The Additional Information tab

On this tab, you can specify additional terms for the Proforma Invoice Received. There are no required fields.

The "Proforma Invoice Received (create)" form. The Additional Information tab
You can enter the number and date of the incoming document on which this document is based, in the In. Doc. # and From fields, respectively. If this Proforma Invoice is based on the Customer Order or other document, the values are filled in automatically.
In the Department field, you can specify a department related to the purchase. The default value can set on the Personal Settings form. To open the departments list, click the Show all hyperlink in the drop-down list.
The Responsible field displays the employee responsible for this document. If you have selected the default employee for your work on the Personal Settings form, this default value will appear in the field; in any case, you can select an employee from the Employees list.