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We can make sales quote without checking the stock. But here he said. It's given to customers when the goods are ready to deliver.  May be it's not required for common FA  users. It might be useful for some manufacturing companies and pharamedical wholesalers.

@geesyscare. Do we need to make pdf format for it. Can you show us a sample Pro-forma invoice in pdf.

@apmuthu. It looks like a special one of delivery. But the difference is , the Pro-forma  invoice given before deliver the goods and the same time he said. The goods is waiting for delivery. Which means the goods is ready. So we make PI from order.

It looks like the Pro-forma  invoice is going to work in between the sales order and delivery. And doesn't make any GL entires and stock entries. Simply we can see the goods is ready for the customer.

Here how does the Pro-forma to delivery step happens. ?

If customer pays the money. Do we need to record against Pro-forma invoice or we have to complete the delivery and invoice. And than we have to record payment against the invoice.

I am not sure how you tried. Let me provide my scenario.

1. Created two item tax types one with tax and another with fully exempt.

2. And I already had two taxes 5% and 7%..
3. Then I created two items one with taxed item and another fully exempted item.
4. Then I created a supplier with taxed group. That was also already existing.
5. Now I have gone to supplier invoice and added taxed item with created tax rate. And then I added fully exempted item. There it didn't change the tax value.

Hope this test explains the tax can be applied based on items and suppliers tax group.

Suppose if your supplier is fully exempted tax group. Than it won't apply any tax for his invoices.

Electronic invoice has different formats. How you wanted to make it. The pdf is also a electronic format. May be xml, soon, or  ocr you meant

Yes. But for more  customization get only one value from that minified string. We have to decode all the custom fields. May be a choice to do that.suppose if we have to bring hsn code for items. And we have to take tax reports based on hsn code. It might be complex to get and process the results.

Great once you done it for one company you can use it for every other company. Simply reuse the customized  chart of account for new companies.

This program we wrote it for 2.5 it's not for 2.4 those who wish to customize the core they can give it a try with this module. Other than that this code will be used inside 2.5 the next major update.

It's a bit typical for non technical person. Let me answer you, and you can try to make changes In it.

The GL account codes are initially stored in chart_master table.  From there we used to make GL and journal entries. That will store in gl_trans  table. And then it can be connected with bank accounts in bank_accounts  table.  If any GL settings connected to that GL account it must be in sys_prefs   table.  And if you made supplier invoices with GL  accounts, you need to look in supp_trans  table. The same way with customer deposits and supplier payments through journal entry. It will also hit the gl_trans table.  So take it seriously and check it those tables to find and replace the gl account code manually with help of MySql client like phpmyadmin or workbench.  May be If i miss any table add further comment. So someone will get benefited in future by accessing this post.

Good luck.

Perfect and thanks for writing it here. So in future people will get it sorted by themselves.

The issue he initiated is different than your issue. The session failure is php library missing issue from the hosting provider.  Your issue is connected with MySql server port number. Sometimes the MySql server needs to connect it with its port number. Usually the default port no is 3306. But some servers the port no might be configure with another available port.

Here your problem is the port no,  you have to get right port no to connect the MySql server.  And also don't forget to check the MySql server credentials.

Update
Looks like your MySql server is down or port no changed.

Not hard as you think. Understand the concept. Every transactions entry, we have to record the salesman id in both sales order and debtor trans tables to retrieve them back while making report.  By logical we need to alter the table and add column for salesman.  And than while making sales invoices,  record the salesman  id in that column.  With that you can make custom report to get the salesman wise reports.