Pro Forma Invoice: Mass-Processing of Documents

This topic explains how to process multiple pro forma invoices, and how the system generates, changes, or works with documents as a result of the mass processing.

Mass-Creating Pro Forma Invoices

You can initiate billing for multiple projects on the Run Project Billing (PM503000) form; this billing entails the creation of multiple invoices. On this form, you select the unlabeled check boxes in the rows of the projects to be processed in the table, and you click Process on the form toolbar. The system initiates billing for the selected projects. Pro forma invoices will be created for only those projects that have the Create Pro Forma Invoice on Billing check box selected on the Summary tab of the Projects (PM301000) form; AR invoices will be created for projects for which this check box is cleared.

To initiate processing for all the projects listed in the table of the Run Project Billing form, you click Process All on the form toolbar. The system initiates billing for all the projects listed in the table.

Mass-Releasing Pro Forma Invoices

Pro forma invoices can be mass-released. To release multiple pro forma invoices at a time, you open the Process Pro Forma Invoices (PM506000) form, select the unlabeled check boxes in the rows of the pro forma invoices to be processed, select Release in the Action box in the Selection area, and click Process on the form toolbar. To instead release all the listed pro forma invoices, you click Process All on the form toolbar.