Project Creation and Processing: Mass Processing

This topic explains how to perform mass-processing operations related to projects, and how the system generates, changes, or works with documents as a result of the mass processing.

Mass-Validating Addresses

You can validate addresses for multiple projects and project-related documents (pro forma invoices and project quotes) on the Validate Addresses in Project Documents (PM507000) form. This form is available if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form and an address provider is configured on the Address Providers (CS103000) form.

On the Validate Addresses in Project Documents form, you select the form in which the address records were entered in the Creation Form box, and select the unlabeled check boxes in the rows to be processed in the table. Then you click Validate on the form toolbar. To instead validate all the listed address records, you click Validate All on the form toolbar.

Mass-Billing Projects

You can initiate billing for multiple projects on the Run Project Billing (PM503000) form; this billing entails the creation of multiple invoices. A project is listed on the form only if the invoice date is after its next billing date, which is specified on the Summary tab of the Projects (PM301000) form.

To initiate billing for particular projects, you select the unlabeled check boxes in the rows of the projects to be processed in the table on this form, and click Process on the form toolbar. To instead initiate billing for all the listed projects, you click Process All on the form toolbar.

During processing, the system generates project invoices 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. The system creates project invoices with the date that is specified in the Invoice Date box in the Selection area of the form.