Process Pro Forma Invoices
Form ID: (PM506000)
On this form, you can select the type of processing, specify criteria for selecting the pro forma invoices to be considered for processing, and process all of the filtered pro form invoices or only selected ones.
Form Toolbar
The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.
| Command | Description |
|---|---|
| Process | Initiates the selected processing (based on the Action you select) for the pro forma invoices you have selected (by using the unlabeled check boxes) in the table. |
| Process All | Initiates the selected processing (based on the Action you select) for all pro forma invoices listed in the table. |
Selection Area
In this area, you can define the criteria for the pro forma invoices to be displayed in the table, as well as the action to be applied if you click Process or Process All.
| Element | Description |
|---|---|
| Action | The action to be taken if you click Process or Process All on the form toolbar. At this time, the Release option is available, which you select to release the pro forma invoices to produce accounts receivable invoices. |
| Start Date | The start date of the date range for the pro forma invoice dates. You can leave the box blank to view all pro forma invoices up to and including the End Date. |
| End Date | The end date of the date range for the pro forma invoice dates. You can leave the box blank to view all pro forma invoices starting on the Start Date. |
Table
This table contains the list of pro forma invoices that match any criteria specified in the Selection area. You can select pro forma invoices for processing by using the check boxes in the unlabeled column.
| Column | Description |
|---|---|
| Included | An unlabeled check box that you can use to include the pro forma invoice in processing if you click Process. |
| Project | The project for which the pro forma invoice has been created. |
| Reference Nbr. | The reference number of the pro forma invoice. |
| Status | The status of the pro forma invoice. Only invoices of the Open status, which indicates that the user can release these invoices, are listed on this form. |
| Invoice Date | The date of the pro forma invoice. |
| Post Period | The period to which the corresponding Account Receivable document will be posted. |
| Customer | The identifier of the customer associated with the pro forma invoice. |
| Customer Name | The name of the customer. |
| Currency | The currency of the pro forma invoice. |
| Due Date | The date when payment for the document is due, in accordance with the credit terms. |
| Cash Discount Date | The end date of the cash discount period, which the system calculates by using the credit terms. |
| Invoice Total | The detail total of the pro forma invoice. |