Project Billing: Related Reports and Forms

This topic describes reports and forms you can review to gather information related to project billing. The topic also explains how you can print documents related to project billing.

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.

Finding the Related Pro Forma Invoice

While you are working with a particular accounts receivable invoice on the Invoices and Memos (AR301000) form, you can review the pro forma invoice that was used for creating this accounts receivable invoice. To do this, you click Pro Forma on the More menu (under Related Documents) of the Invoices and Memos form.

Reviewing the Actual Amounts of the Project

You can review the list of project transactions corresponding to a project budget line with a nonzero Actual Amount on the Revenue Budget or Cost Budget tab of the Projects (PM301000) form. To review the corresponding project transactions of a line on either tab, you click the line; on the table toolbar, you click View Transactions, and the system opens the Project Transaction Details (PM401000) form in a pop-up window with the project transactions displayed.

Reviewing Project Balances

You can review the project balance broken down by account group on the Balances tab of the Projects (PM301000) form. To review the corresponding project transactions of an account group, you click the line; then on the table toolbar, you click View Transactions. The system opens the Project Transaction Details (PM401000) form in a pop-up window.

Reviewing Project Transactions

You can review the list of all the transactions that correspond to a project on the Project Transaction Details (PM401000) form. In the Selection area of this form, you select the project to review all its project transactions. The transactions for which the Billed check box is cleared have not been billed yet. You can narrow the range of listed transactions by specifying any of the following in the Selection area: project task, account group, and inventory item.

Printing a Pro Forma Invoice

While you are viewing a pro forma invoice on the Pro Forma Invoices (PM307000) form, you can print it by clicking Print on the More menu. The system opens the Pro Forma Invoice (PM642000) report with the printable version of the document; then you can review the document details and print it by clicking Print on the report toolbar.

Printing the Project Balance

To prepare a printable document detailing the project balance, you use the Project Balance (PM621000) report. While you are viewing a project on the Projects (PM301000) form, you can prepare a printable document showing the project balance at the project task level of detail by clicking Print Project Balance on the More menu (under Reports). The system opens the printable document with the project balance on the Project Balance (PM621000) report. Then you can review the project balance, which is grouped by project tasks, and print the document by clicking Print on the report toolbar.