Project Billing Preparation: Related Report and Inquiry 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 Invoice on the More menu (under Related Documents) of the Invoices and Memos form.

Reviewing Unbilled 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.

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.