Process Pro Forma Invoices (tppin4200m100)
Use this session to create pro forma invoice for:
- Advance payments
- Installments
- Cost-plus transactions
- Unit rates
- Extensions
- Holdbacks
- Contract fees
- Penalties
- progress payment requests
- Deliverables
This session enables you to review the invoice data before the data is released to Invoicing. You can modify the invoice data, if required.
Field Information
- Documents
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- Advance Payments
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If this check box is selected, the pro forma invoice is processed for the advance payments.
- Unit Rates
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If this check box is selected, the pro forma invoice is processed for the unit rates.
- Extensions
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If this check box is selected, the pro forma invoice is processed for the extensions.
- Installments
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If this check box is selected, the pro forma invoice is processed for the installments.
- Progress Payments
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If this check box is selected, the pro forma invoice is processed for the progress payment requests.
- Holdback
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If this check box is selected, the pro forma invoice is processed for the holdback.
- Cost-Plus
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If this check box is selected, the pro forma invoice is processed for the cost-plus.
- Fees and Penalties
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If this check box is selected, the pro forma invoice is processed for the contract fees and penalties.
- Deliverables
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If this check box is selected, the pro forma invoice is processed for the project deliverable and the contract deliverable.
- Selection Range
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- Contract
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The From and To fields define a range of: contracts.
- Contract Line
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The From and To fields define a range of: contract lines.
- Registration Date
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The From and To fields define a range of: registration dates.
- Billing Cycle
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The From and To fields define a range of: billing cycles.
- Contract Type
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The From and To fields define a range of: contract types.
Allowed values
- Fixed Price
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The contract that is carried out for a fixed amount.
- Cost Reimbursement
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The contract for which you invoice the sold-to business partner for the incurred costs periodically.
- Time & Materials
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The contract that is invoiced for the material and the labor at an agreed sales rate.
- Project
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The From and To fields define a range of: projects.
- Sold-to Business Partner
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The From and To fields define a range of: sold-to business partners.
- Extension
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The From and To fields define a range of: extensions.
- Transaction Time
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The From and To fields define a range of: transaction dates and time based on which the pro forma invoice is processed.
- Pro Forma Invoicing Type
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- Type of Invoice
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The type of invoice to be processed.
Allowed values
- Standard Invoice
- Pro Forma Invoice
- Customs Invoice
- Consignment Invoice
- Not Applicable
- Pro Forma Invoicing Type
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The code of the Pro Forma Invoicing Type specified in the Pro Forma Invoicing Types (tcmcs0167m000) session.
- Description
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The description or name of the code.
- Print Options
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- Device for Pro Forma Invoice
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The device to print the pro forma invoice.
- Description
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The description or name of the code.
- Error Report
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If this check box is selected, a report is printed with errors occurred during processing pro forma invoices.
- Print Euro
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If this check box is selected, the amounts are printed in the Euro currency.
Note: This check box is not displayed if the Currency System is set to Standard in the Companies (tcemm1170m000) session.