Proforma Line Detail

Greentree returns this detail to the Proforma Entry table for each job:

• Code - Job code
• Name - Job name
• Date - Job date
• Profit Centre - Job main tab profit centre
• Branch - Job main tab branch
• Value - Job main tab value field
• Customer - Job main tab customer
• Billing Address - Job main tab customer billing address
• Billing Contact - Job main tab customer billing contact
• Site Contact - Job main tab site contact
• Status - Job main tab status
• Job Manager - Job main tab job manager
• Account Manager - Job main tab account manager
• Type - Job main tab type
• Parent Job - Job main tab parent job code
• Price Code - Job main tab price code
• Activity Group - Job main tab activity group
• Charge Type - Job main tab charge type
• Invoice Format - Job main tab invoice format
• Calendar - Job main tab calendar code
• Sales - Job summary sales value
• Receipts - Job summary receipts value
• Balance - Job summary balance value
• Costs - Job summary costs value
• Purchase Orders - Job summary purchase orders value
• Total Costs - Job summary total costs value
• Margin % - Job summary margin %
• Margin $ - Job summary margin $ value
• Total Hrs - Job summary total hours value
• Order # - Job additional tab order number
• Job Reference - Job additional tab job reference number
• Client Reference - Job additional tab client reference number
• Quote Reference - Job additional tab quote reference number
• Date Created - Job additional tab date created date
• Date Quoted - Job additional tab date quoted date
• Date Accepted - Job additional tab date accepted date
• Date Start - Job additional tab date start date
• Date Closed - Job additional tab date closed date
• Date Finalised - Job additional tab date finalised date
• Accessibility Closed - Job additional tab closed
• Accessibility Finalised - Job additional tab finalised
• Multiple Customer - Job additional tab multiple customer list
• Notes - Job notes tab
• Estimate Retail $ - Total value of estimate retail
• Invoiced to Date $ - Total value of invoices to date
• Proforma $ - Value of proformas
• Estimate Hrs - Total of current estimate hours
• Estimate Cost $ - Total value of current estimate cost
• Retail $ - Total retail value of invoiced to date
• Stop Credit - This is selected if customer on stop credit
• To Be Invoiced - Total value to invoice