Pro Forma Invoice Correction: Related Reports and Forms

In the following sections, you can find details about the reports and forms you may want to review to gather information about correcting pro forma invoices.

Note:

If you do not see a particular report or form that is described, you may have signed in to the system with a user account that does not have access rights to the report or form. Contact your system administrator to obtain access to any needed reports or forms.

Reviewing Revisions of a Pro Forma Invoice

You can review all the previous revisions of the pro forma invoice selected on the Pro Forma Invoices (PM307000) form in the Previous Revisions table on the Financial tab. If there are several revisions in the table, the topmost row is the last revision of the pro forma invoice while revision 1 is the first revision of the invoice.

For each revision, you can find in the table the reference number of the accounts receivable document created on release of the revision (AR Ref. Nbr.) and the reference number of the reversing AR document (Reversing Ref. Nbr.) created for that accounts receivable document. By clicking the reference numbers, you can opens these AR documents on the Invoices and Memos (AR301000) form.

Reviewing AR Documents Related to a Project

You can review all the accounts receivable documents related to pro forma invoices of a project, including AR documents of the previous revisions of pro forma invoices and reversing AR documents, on the Invoices tab of the Projects (PM301000) form.

If a pro forma invoice has been corrected, the latest generated accounts receivable invoice is listed in the same row with the pro forma invoice. All the previous revisions of the accounts receivable invoices and reversing accounts receivable documents generated for the pro forma invoice are shown in the end of the invoices list.

Comparing Revisions of a Pro Forma Invoice

You can compare all the revisions of a pro forma invoice on the Pro Forma Invoice Correction History (PMGI0030) form. In the Summary area of the form, in the Reference Nbr. box, you select a pro forma invoice whose revisions you want to review. In the table, the system displays all lines of all the revisions of the selected pro forma invoice. The lines are sorted ascending by the invoice line number and then descending by the invoice revision—that is, the system shows all the revisions of the first invoice line, then all the revisions of the second line, and so on. The lines of the current revision are highlighted with green and have the highest revision number.