Pro Forma Invoices: 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 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 Project Transactions

You can review the list of project transactions that correspond to a pro forma invoice line on the Time and Material tab of the Pro Forma Invoices (PM307000) form. To review these project transactions, you click the line; then on the table toolbar, you click View Transaction Details, and the system opens the Transaction Details dialog box.

Printing a Pro Forma Invoice

You can print a pro forma invoice that you are viewing on the Pro Forma Invoices (PM307000) form by clicking Print on the More menu. The system opens the printable form of the invoice, which is project-specific and specified for the PROFORMA mailing of the project on the Mailing & Printing tab of the Projects (PM301000) form. By default, this is the Pro Forma Invoice (PM642000) report. You can review the invoice and print it.

The contact information of the customer to whom the pro forma invoices should be sent is specified in the Bill-To Contact and Bill-To Address sections of the Addresses tab of the Pro Forma Invoices form. This information is copied to each pro forma invoice related to the project from the Bill-To and Bill-To Address sections of the Summary tab of the Projects form and can be modified at the invoice or project level.

Reviewing the Project Transactions Related to an AR Invoice

You can review the project transactions that were created on release of an accounts receivable invoice. To do this, while you are viewing the accounts receivable invoice on the Invoices and Memos (AR301000) form, you click Project Transactions on the More menu (under Inquiries). The system opens the Project Transaction Details (PM401000) form in a pop-up window with reference number and type of the accounts receivable invoice specified in the Selection area.