Pro Forma Invoices

Changes the status of the pro forma invoice from Pending Approval to Open.

When you click this button or command, the Enter Reason dialog box opens if on the Rule Actions tab of the Approval Maps (EP205015) form for the applicable map, Is Optional or Is Required is selected in the Reason for Approval box. In the dialog box, you can (if Is Optional is selected) or must (if Is Required is selected) enter the reason the document is being approved.

This command appears if the following conditions are met:

• The Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form.
• An approval map for pro forma invoices has been configured on the Approval Maps (EP205015) form.
• This map is selected in the Pro Forma Invoice Approval Map box on the Approval tab of the Projects Preferences (PM101000) form.
• The pro forma invoice has the Pending Approval status.

For more information, see Approval Configuration: Approval Maps.

You can correct a pro forma invoice only if it has no time and material lines. For more information, see Pro Forma Invoice Correction: General Information.

This command is available if the Construction feature is enabled on the Enable/Disable Features (CS100000) form and if the accounts receivable document created based on the pro forma invoice has been released.

Changes the status of the pro forma invoice to On Hold, so that you can make changes to it.

This command appears if the pro forma invoice has the Open, Pending Approval, or Rejected status.

Navigates to the report that is specified for the PROFORMA mailing of the corresponding project on the Mailing & Printing tab of the Projects (PM301000) form.

If the corresponding project has no mailing setting with the PROFORMA identifier, an error occurs.

Prepares the printable version of the AIA report for the current pro forma invoice and opens it on the AIA Report (PM644000) or AIA Report with Quantity (PM644500) report.

The format of the report to be prepared (that is, which of these reports is used) for the project associated with this pro forma invoice is specified by the state of the Show Quantity in AIA Report check box on the Summary tab specified for the project on the Projects (PM301000) form.

If the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form, the prepared report will include the retainage that has been fully or partially released (depending on the date for which the AIA report is prepared), or all released retainage at the end of the project. For more information, see Construction Reports: AIA Reports.

Opens the Reassign Approval dialog box, in which you can specify a new approver to reassign the selected record to this approver if the reassignment of approvals is allowed in the related rule of the approval map on the Approval Maps (EP205015) form.

This command appears if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form, an approval map for pro forma invoices has been configured on the Approval Maps (EP205015) form, this map is selected in the Pro Forma Invoice Approval Map box on the Approval tab of the Projects Preferences (PM101000) form, and the pro forma invoice has the Pending Approval status.

For more information, see Managing Assignment Maps.

Initiates the recalculation of tax details by an external tax provider, for example, the AvaTax service by Avalara.

This command is available if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

Changes the status of the pro forma invoice from Pending Approval to Rejected.

When you click this button or command, the Enter Reason dialog box opens if on the Rule Actions tab of the Approval Maps (EP205015) form for the applicable map, Is Optional or Is Required is selected in the Reason for Rejection box. In the dialog box, you can (if Is Optional is selected) or must (if Is Required is selected) enter the reason the document is being rejected.

This command appears if the following conditions are met:

• The Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form.
• An approval map for pro forma invoices has been configured on the Approval Maps (EP205015) form.
• This map is selected in the Pro Forma Invoice Approval Map box on the Approval tab of the Projects Preferences (PM101000) form.
• The pro forma invoice has the Pending Approval status.

For more information, see Approval Configuration: Approval Maps.

Releases the document and generates the corresponding accounts receivable invoice.

The pro forma invoices of a project can be released only one by one, starting from the earliest one, on the Invoices tab of the Projects (PM301000) form. The only exception is when multiple pro forma invoices grouped by invoice group have been generated during a single iteration of the billing process; in this case, these pro forma invoices can be released in any order.

A pro forma invoice of a particular project can be released only after the accounts receivable invoice of the preceding pro forma invoice of the project has been released.

This command appears if the document has the Open status.

Changes the status of the pro forma invoice to Open, making it possible to release the document, or Pending Approval if the approval map is selected for pro forma invoices on the Projects Preferences (PM101000) form.

This command appears for documents that have the On Hold status.

Validates the customer address by using integration with a specialized third-party software or service.

This command is available if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates (if selected) that the system will assign the selected records to the specified new approver but not to their delegate, even if the new approver is unavailable and has a delegation set up for the current business date.

If the check box is cleared and if the new approver is not available and has a delegation set up for the current date, the system will reassign the selected records to the delegate if the delegate is available. If the delegate is unavailable, the system will reassign the requests to the delegate of the delegate. The system will continue the search in this way until it assigns an approver that has no active delegations set up for the current date or it detects a loop in the chain of delegations (in which case you will have to specify a different approver).

The reference number of the pro forma invoice.

The system automatically assigns the reference number by using the numbering sequence specified on the Projects Preferences (PM101000) form.

The status of the pro forma invoice.

The following statuses are available:

• On Hold: The user can edit the document but cannot release it.
• Pending Approval: The pro forma invoice has been taken off hold (that is, the status is assigned when Remove Hold is clicked on the form toolbar). On the Approvals (EP503010) form, a pro forma invoice with this status is visible to the employee who has been assigned to approve the pro forma invoice.

  This status is available only if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form and pro forma invoice approval is configured.

• Rejected: The employee who was assigned to approve the pro forma invoice has rejected it.

  This status is available only if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form and pro forma invoice approval is configured.

• Open: The employee who was assigned to approve the pro forma invoice has approved it. If no approval is configured for pro forma invoices, the system assigns this status to the pro forma invoice when Remove Hold is clicked on the form toolbar. You can release the pro forma invoice or put it on hold for further editing.
• Closed: The document has been released and cannot be edited.

The date on which the pro forma invoice was created. You can change this date, if needed.

You can enter only a date that corresponds to a financial period that has been generated on the Master Financial Calendar (GL201000) form. If the date that you enter belongs to a financial period that has not yet been generated in the system—for example, for a date in the distant future or past—the system will display an error message, and you will not be able to save the document.

The financial period that corresponds to the invoice date and to which the corresponding accounts receivable document should be posted.

The financial period is company-specific and defined based on the originating branch of the invoice and the invoice date. For more information on company-specific financial periods, see Multiple Calendar Support.

The original reference number or ID assigned by the customer to the customer document. This number can be entered for informational purposes. On release of the pro forma invoice, the system will copy this reference number to the corresponding accounts receivable invoice.

The application number that has been assigned to the current pro forma invoice.

By default, the application number is a four-digit value that the system assigns sequentially to the pro forma invoice generated during the billing of a project by progress: The first pro forma invoice prepared for the project is assigned 0001, the second one is assigned 0002, and so on. For a project, you can change the format of the application number by specifying the new application number in the Last Application Nbr. box on the Summary tab of the Projects (PM301000) form.

The application number is not changed when a new revision of a pro forma invoice is created. You can override the application number in a pro forma invoice that is assigned the On Hold status.

The default location of the project tasks that are specified in the lines of the pro forma invoice.

If no default location is specified for the project task, the system populates this box with the default location of the project, which is specified in the Default Location box on the Summary tab of the Projects (PM301000) form.

This element is available only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.

The currency of the pro forma invoice. The currency exchange rate for the invoice is the default exchange rate type of the customer and customer location.

If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, the system creates the pro forma invoice in the billing currency of the project specified in the Billing Currency box on the Summary tab (Billing and Allocation Settings section) of the Projects (PM301000) form.

This element is available only if the Multicurrency Accounting feature is enabled on the Enable/Disable Features (CS100000) form.

The exchange rate from the project currency to the base currency that is used to display amounts in the project and base currencies in the Summary area and on the Revenue Budget, Cost Budget, and Balances tabs on the Projects (PM301000) form.

This box appears on the form if the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form.

The tax amount of the document, as defined on the Taxes tab minus the sum of retained taxes, if applicable.

The total amount of the pro forma invoice. The system calculates this value by using the following formula: Invoice Total = Progress Billing Total + Time and Material Total + Tax Total - Inclusive Tax Amount Total - Retained Inclusive Tax Amount Total.

The total Over-Limit Amount from the Time and Material tab that exceeds the billing limit.

The total is shown only if the Use T&M Revenue Budget Limits check box is selected for the project on the Summary tab of the Projects (PM301000) form.

The validation level of the billing limit may vary, from a simple warning that is shown in this box and does not block the processing of the pro forma invoice to an error that prevents the pro forma invoice from being processed further until the invoice amount is within the limit. The desired behavior is specified in the Validate T&M Revenue Budget Limits box on the Projects Preferences (PM101000) form.

The total retained amount of the pro forma invoice.

The system calculates this amount as the sum of the values in the Retainage Amount column on the Progress Billing tab plus the sum of the values in the Retained Amount column on the Time and Material tab plus the sum of the values in the Retained Tax column on the Taxes tab.

The box appears in the Summary area if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.

The difference between the Invoice Total and Retainage Total.

The box appears in the Summary area if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.

The percent of the invoice amount to be retained by the customer. The value is copied from the corresponding project from the Retainage (%) box in the Retainage section on the Summary tab of the Projects (PM301000) form.

The box appears in the Summary area if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form and the Contract Cap retainage mode is selected for the corresponding project in the Retainage Mode box in the Retainage section on the Summary tab of the Projects (PM301000) form.

The total of the Allocated Retained Amount column on the Progress Billing tab.

The box appears in the Summary area if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form and the Contract Cap retainage mode is selected for the corresponding project in the Retainage Mode box in the Retainage section on the Summary tab of the Projects (PM301000) form.

Loads the progress billing lines of the project selected in the Summary area. That is, the system loads all the revenue budget lines of the project on the Projects (PM301000) form with project tasks that are assigned a billing rule with a billing step of the Progress Billing type).

This button appears only if migration mode has been activated—that is, if the Activate Migration Mode check box is selected on the General tab (the General Settings section) of the Projects Preferences (PM101000) form.

For details, see Migrating Documents to MYOB Acumatica.

The particular task of the project with which this document line is associated.

If you add a new line and the project that has the default project task, this task is automatically populated in the column.

The cost code associated with the invoice line.

The column is available if the Cost Code feature is enabled on the Enable/Disable Features (CS100000) form.

The running total of the Quantity to Invoice column on this tab for all the lines of preceding pro forma invoices that refer to the same revenue budget line.

The system calculates this value by totaling lines of all preceding pro forma invoices that have the same project budget key, the same unit of measure, and a reference number that is less than the reference number of the current pro forma invoice. If the revenue budget was restructured, the quantities of the preceding pro forma invoices may be not included in this value due to changes in the project budget key.

The running total of the Amount to Invoice column on this tab for all the lines of preceding pro forma invoices that refer to the same revenue budget line.

The system calculates this value by totaling lines of all preceding pro forma invoices that have the same project budget key, the same unit of measure, and a reference number that is less than the reference number of the current pro forma invoice. If the revenue budget was restructured, the amounts of the preceding pro forma invoices may be not included in this value due to changes in the project budget key.

The percentage of the revised budgeted amount of the revenue budget line of the project that has been invoiced by all the pro forma invoices of the project, including the current one.

The system calculates this percentage by using the following formulas:

• If the line was billed based on amount: Total Completed (%) = ( Previously Invoiced Amount + Amount to Invoice ) / Revised Budgeted Amount * 100

  You can modify this percentage; in this case, the system automatically recalculates the values in the Amount to Invoice and Currently Invoiced (%) columns of the line.

• If the line was billed based on quantity: Total Completed (%) = ( Previously Invoiced Quantity + Quantity to Invoice ) / Revised Budgeted Quantity * 100

  You can modify this percentage; in this case, the system automatically recalculates the values in the Amount to Invoice, Quantity to Invoice, and Currently Invoiced (%) columns of the line.

The original line amount calculated by the progress billing rule.

This column appears only if the Construction feature is enabled on the Enable/Disable Features (CS100000) form.

The amount of material that is stored for the project and project task specified in the line and is not yet used for the project needs. You can specify this amount manually. The specified amount will be shown in the continuation sheet of the AIA report prepared for the pro forma invoice.

This column appears only if the Construction feature is enabled on the Enable/Disable Features (CS100000) form.

The amount to bill the customer. By default, this is the Pending Invoice Amount of the corresponding line of the project on the Revenue Budget tab of the Projects (PM301000) form.

If the Construction feature is enabled on the Enable/Disable Features (CS100000) form, the amount to bill the customer also includes the amount of material stored (that is, Amount to Invoice = Amount + Stored Material.

You can modify the amount in this column; in this case, the system automatically recalculates the values in the Total Completed (%) and Currently Invoiced (%) columns of the line.

On creation of the accounts receivable invoice from the pro forma invoice, the system copies this amount to the Ext. Price column of the corresponding line of the accounts receivable invoice.

The percentage of the revised budgeted amount of the revenue budget line of the project that is invoiced by this pro forma invoice line.

The system calculates this percentage by using the following formulas:

• If the line was billed based on amount: Currently Invoiced (%) = Amount to Invoice / Revised Budgeted Amount * 100

  You can modify this percentage; in this case, the system automatically recalculates the values in the Amount to Invoice and Total Completed (%) columns of the line.

• If the line was billed based on quantity: Currently Invoiced (%) = Quantity to Invoice / Revised Budgeted Quantity * 100

  You can modify this percentage; in this case, the system automatically recalculates the values in the Amount to Invoice, Quantity to Invoice, and Total Completed (%) columns of the line.

The percent of the invoice line amount to be retained by the customer. By default, the value is copied from the corresponding revenue budget line of the project.

If the retainage with steps is configured for the project, the retainage percent is calculated based on the retainage steps used for the calculation of the retainage amount as follows: Retainage Total / Invoice Total * 100%.

The value can be overridden for any line.

The column appears in the table if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form and the Standard or Contract Item Cap retainage mode is selected for the project in the Retainage Mode box in the Retainage section on the Summary tab of the Projects (PM301000) form.

The amount to be retained by the customer. The amount is calculated automatically by multiplying the values of Amount to Invoice and Retainage %.

The column appears in the table if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.

The amount that indicates how the retained amount is allocated across the billed lines.

This column is used for informational purposes.

The column appears in the table if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form and the Contract Cap retainage mode is selected for the project in the Retainage Mode box in the Retainage section on the Summary tab of the Projects (PM301000) form.

The tax category of the corresponding revenue budget line of the project on the Revenue Budget tab of the Projects (PM301000) form.

If no tax category has been specified for the revenue budget line, the tax category remains unspecified for the pro forma invoice line. You can override the default value.

You can override the specified account with another GL account that is assigned to an account group of any type.

The corresponding subaccount used to record this sale transaction. The sales subaccount is provided according to the Sales Subaccount Mask setting of the particular step of the billing rule on the Billing Rules (PM207000) form.

This column appears only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.

The value that the system has used as the basis for the progress billing operation that has generated this pro forma invoice line.

The following options are available:

• Amount: The system has billed the corresponding revenue budget line based on the pending invoice amount in this line.
• Quantity: The system has billed the corresponding revenue budget line based on the pending invoice quantity in this line.

This column is provided for informational purposes.

The deferral code assigned to the stock item or non-stock item specified in this document line. On release of this document, the system generates a deferral schedule (or multiple schedules) based on the settings defined in this deferral code.

You can change the deferral code in this box manually, if needed.

This column appears only if the Deferred Revenue Management feature is enabled on the Enable/Disable Features (CS100000) form.

If the pro forma invoice was created in migration mode, this button is not available.

• Bill: To bill the line in the full amount or a greater amount than was initially billed—that is, in the Amount to Invoice of the line that is greater than or equal to the Billed Amount of the line.
• Hold Remainder: To partially bill the line in the Amount to Invoice of the line that is less than the Billed Amount of the line, and later bill the remainder, which is the difference between the Billed Amount and the Amount to Invoice.

  This status becomes available if you change the Amount to Invoice of the line.

• Write Off Remainder: To partially bill the line in the Amount to Invoice of the line that is less than the Billed Amount of the line, and write off the remainder, which is the difference between the Billed Amount and the Amount to Invoice.

  This status becomes available if you change the Amount to Invoice of the line.

• Write Off: To write off the line in the full amount or a greater amount than was initially billed—that is, in the Amount to Invoice of the line that is greater than or equal to the Billed Amount of the line.

The particular task of the project with which this document line is associated.

If you add a new line and the project that has the default project task, this task is automatically populated in the column.

The cost code associated with the corresponding project transaction.

The column is available if the Cost Code feature is enabled on the Enable/Disable Features (CS100000) form.

The quantity to bill the customer. When the accounts receivable invoice is created based on the pro forma invoice, the system copies this quantity to the corresponding line of the accounts receivable invoice.

By default, this quantity is equal to the Billed Quantity and can be manually modified; in this case, the system automatically recalculates the value in the Amount to Invoice column of the line as follows: Amount to Invoice = Unit Price * Quantity to Invoice.

The price of the unit, which is calculated as follows:

Unit Price = Billed Amount ÷ Billed Quantity

You can modify the unit price; in this case, the system automatically recalculates the value in the Amount to Invoice column of the line as follows:

Amount to Invoice = Unit Price * Quantity to Invoice

The amount to bill the customer. On creation of the accounts receivable invoice from the pro forma invoice, the system copies this amount to the Ext. Price column of the corresponding line of the accounts receivable invoice.

By default, this amount is equal to the Billed Amount and can be manually modified. The difference between the calculated Billed Amount and the corrected Amount to Invoice is processed based on the Status of the line.

If you manually modify the Unit Price or Quantity to Invoice, the system automatically recalculates this amount as follows:

Amount to Invoice = Unit Price * Quantity to Invoice

The percent of the invoice line amount to be retained by the customer.

By default is populated with the value specified for the project in the Retainage (%) box on the Summary tab of the Projects (PM301000) form. The value can be overridden for any revenue line.

The column is available if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.

The amount to be retained by the customer.

The amount is calculated automatically by multiplying the values of Amount to Invoice and Retainage %.

The column is available if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.

The tax category of the line.

By default, this is the tax category of the item specified in the pro forma invoice line, or the tax category of the project task if there is no item in the line. If no tax category has been specified for the project task, the tax category remains unspecified for the pro forma invoice line. You can override the default value.

The sales account of the corresponding project transaction. The sales account is provided from the source defined by the Use Sales Account from setting of the particular step of the billing rule.

For new lines added on this tab, the sales account is specified depending on the value of the Use Intercompany Sales Account From box on the Accounts Receivable Preferences (AR101000) form as follows:

• If Customer Location is selected, the system inserts the sales account specified in the Sales Account box on the GL Accounts tab of the Customer Locations (AR303020) form.
• If Inventory Item is selected, the system inserts the sales account specified in the Sales Account box on the GL Accounts tab of the Non-Stock Items (IN202000) form.

The sales subaccount of the corresponding project transaction. The sales account is provided according to the Sales Subaccount Mask setting of the particular step of the billing rule.

This column appears only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.

The deferral code assigned to the stock item or non-stock item specified in this document line.

When the document is released, the system generates a deferral schedule (or schedules) based on the settings defined in this deferral code. For details, see Processing Deferrals. You can change the deferral code in this box manually if needed.

This column appears only if the Deferred Revenue Management feature is enabled on the Enable/Disable Features (CS100000) form.

The maximum amount available to bill the customer based on the billing limit amount of the corresponding revenue budget line of the project.

This amount is a running total that the system calculates for each line, starting from the topmost one, on the Time and Material tab that has a nonzero Max Limit Amount by using the following formula:

Max Available Amount = Max Limit Amount - (Actual Amount + (Draft Invoice Amount - SUM(Amount to Invoice)) + SUM(Amount to Invoice from Above)).

In this formula:

• Actual Amount: The Actual Amount of the corresponding revenue budget line on the Revenue Budget tab of the Projects (PM301000) form.
• Draft Invoice Amount: The Draft Invoice Amount of the corresponding revenue budget line on the Revenue Budget tab of the Projects (PM301000) form.
• Amount to Invoice: The Amount to Invoice of each line of the pro forma invoice on the Time and Material tab that corresponds to the same revenue budget line
• Amount to Invoice from Above: The Amount to Invoice of each line of the pro forma invoice on the Time and Material tab that corresponds to the same revenue budget line and is located above the current line on the Time and Material tab

If no billing limit amount is defined for the revenue budget line of the project—that is, if the Max Limit Amount is 0—the Max Available Amount of each corresponding pro forma invoice line is 0.

This column is shown if the Use T&M Revenue Budget Limits check box is selected for the project on the Summary tab of the Projects (PM301000) form.

The billing limit amount (Maximum Amount) of the corresponding revenue budget line of the project on the Revenue Budget tab of the Projects (PM301000) form. If no billing limit amount is defined for the revenue budget line of the project, the Max Limit Amount of each corresponding pro forma invoice line is 0.

The column is shown if the Use T&M Revenue Budget Limits check box is selected for the project on the Summary tab of the Projects (PM301000) form.

The amount that exceeds the billing limit. The amount is calculated as the difference between the Amount to Invoice and Max Available Amount. If this difference is negative—that is, if the Max Available Amount is greater than the Amount to Invoice—the Over-Limit Amount is 0. The invoice lines for which the Over-Limit Amount becomes nonzero exceed the limit.

This column is shown if the Use T&M Revenue Budget Limits check box is selected for the project on the Summary tab of the Projects (PM301000) form.

The dialog box has the following buttons.

Uploads the selected transactions to the pro forma invoice and closes the dialog box.

When a pro forma invoice is created, the system orders the lines of the pro forma invoice on the Time and Material tab by the billing rule steps applied and by the project transaction reference number within each billing step. When you upload unbilled transactions, they are appended to the end of list of pro forma lines (so that after upload, you can identify them easily).

The taxable amount for the retainage.

The column is available if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form and the Retain Taxes check box is selected on the Invoices and Memos (AR101000) form.

The retained amount of the tax that is posted to the Tax Retainage Claimable account specified for the tax on the Taxes (TX205000) form.

The column is available if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form and the Retain Taxes check box is selected on the Invoices and Memos (AR301000) form.

Depending on the sign of the Invoice Total of the pro forma invoice, either an accounts receivable invoice or an accounts receivable credit memo can be generated on release of a pro forma invoice.

If the pro forma invoice was created in migration mode, this box is empty by default. You must specify the type of the AR document to which the pro forma invoice relates manually to link the pro forma invoice with the corresponding financial document.

For details, see Migrating Documents to MYOB Acumatica.

If the pro forma invoice was created in migration mode, this box is empty by default. You must specify the reference number of the AR document to which the pro forma invoice relates manually to link the pro forma invoice with the corresponding financial document. After the migrated pro forma invoice is linked to the corresponding AR document, a line with the links to the pro forma invoice and AR invoice appears in the related project on the Invoices tab of the Projects (PM301000) form.

For details, see Migrating Documents to MYOB Acumatica.

The system inserts the branch by using the first applicable branch it finds from the following:

1. Project branch, which is specified in the Branch box on the Summary tab (Billing and Allocation Settings section) of the Projects (PM301000) form.
2. Shipping branch of the customer location selected in the project task, which is specified in the Default Branch box on the General tab of the Customer Locations (AR303020) form.
   Note:

   The system creates a single pro forma invoice for all project tasks that have the same customer location. For more information, see Grouping of Invoices: General Information.
3. Shipping branch of the default location of the customer specified for the project task.

If no branch is found, the system specifies the current branch to which the user who has run the project billing is signed in.

The tax zone of the customer.

The system inserts the tax zone by using the applicable rule, which it determines as follows:

• If the Calculate Project-Specific Taxes check box is selected on the Projects Preferences (PM101000) form, the system copies the tax zone from the Revenue Tax Zone box on the Addresses tab of the Projects (PM301000) form for the associated project. If no revenue tax zone is specified for the project, for the customer location selected in the Summary area of the form, the system copies the tax zone from the settings of the customer location on the Customer Locations (AR303020) form. If no tax zone has been specified for the customer location, the tax zone is copied from the branch specified on the Financial tab of the current form. The tax zone of the branch is specified on the Delivery Settings tab of the Branches (CS102000) form.
• If the Calculate Project-Specific Taxes check box is cleared on the Projects Preferences (PM101000) form, for the customer location selected in the Summary area of the form, the system copies the tax zone from the settings of the customer location on the Customer Locations (AR303020) form. If no tax zone has been specified for the customer location, the tax zone is copied from the branch specified on the Financial tab of the current form. The tax zone of the branch is specified on the Delivery Settings tab of the Branches (CS102000) form.

The exemption certificate number of the selected customer, which is used if your system is integrated with AvaTax by Avalara. By default, the value is pulled from customer's location, but you can override it on the document level, if needed. The box appears on the form if the External Tax Calculation Integration feature has been enabled on the Enable/Disable Features form.

The corresponding entity usage type.

If integration with Avalara is configured, in a document with the current customer selected, this value is sent to Avalara to specify the reason for tax exemption. If the Taxable - Override Exemption option is selected, the document's exemption is overridden, and taxes are calculated in the external tax service.

By default, this is the entity usage type associated with the Customer Location specified on the Summary tab of the Projects (PM301000) form; if no entity usage type is specified for the customer location, the customer usage type is not filled in.

You can override the default value.

This box is available if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

For details, see Migrating Documents to MYOB Acumatica.

The total retainage amount of the revision of the pro forma invoice.

This column appears in the table if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates (if selected) that the bill-to address has been validated through integration with a specialized third-party software or service.

This check box is available if the Address Validation feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates (if selected) that the ship-to address has been validated through integration with a specialized third-party software or service.

This check box is available if the Address Validation feature is enabled on the Enable/Disable Features (CS100000) form.

The Linked Cost Transactions (PM307100) inquiry form, which displays the list of the project transactions linked to the pro forma invoice that you have opened on the form or to a line of the pro forma invoice. For more information, see Pro Forma Invoices: Links to Project Transactions.