Pro Forma Invoicing Workbench (cisli3640m000)

	Pro Forma Invoicing Workbench (cisli3640m000) Use this session to view pro forma invoices and pro forma billable lines. You can filter the lines based on the specified values and the type of invoice. You must click Apply Filter to apply the filter settings. Note Many attributes relevant for standard invoices are not relevant for pro forma invoices because pro forma invoices are not legal invoices and are never posted. For example: Tax Amount, Fiscal Year and Period, Due Date, … When values are present for these attributes, this is only for information. You can view the pro forma invoice lines linked to all the source document types such as Shipment, Project, Sales Order and Service Order. You can use the options such as Confirm Lines, Process, Submit, and Archive from the related menus to execute the processes related to the invoice lines. Related topics Pro forma Invoices Financial Company The code of the financial company Description The description or name of the code. Type of Invoice The type of invoice based on which the billable lines and the pro forma invoice lines are filtered. Note At a moment, only one type of pro forma invoice or billable lines are shown. Allowed values Type of Invoice Invoice-to Business Partner The code of the invoice-to business partner. Description The description or name of the code. Source Company The code of the source company. Source Type The type of the source document. Allowed values Source Type Source Document The code of the source document. Source Document Line The source document line number. Invoice Line Type The type of the invoice line. Allowed values Invoice Line Type Apply Filter Displays pro forma invoice and pro forma billable lines based on the filter settings. Show All Displays all pro forma invoice and pro forma billable lines for the specified type of invoice. All the filters are cleared Archived Invoices Displays the archived invoice lines.