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 to apply the filter settings.
- 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.
Field Information
- 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
- Standard Invoice
- Pro Forma Invoice
- Customs Invoice
- Consignment Invoice
- Not Applicable
- Invoice-to Business Partner
-
The code of the invoice-to business partner.
- Description
-
The description or name of the code.
- Source Document
-
The code of the source company.
- Source Type
-
The type of the source document.
Allowed values
- Interest
- Debit/Credit Note
- Rebate
- Shipment
- All Source Types
- Manual Sales
- Not Applicable
- Contract
- Project
- Sales Order
- Intercompany Trade Order
- Warehouse Order (Obsolete)
- Purchase Order (Obsolete)
- PCS Order (Obsolete)
- Service Order
- Maintenance Sales Order
- Maintenance Work Order (Obsolete)
- Service Call
- Customer Claim
- Supplier Claim
- Service Contract
- Freight Order
- 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
- Advance Receipt Request
- Material
- Not Applicable
- Labor
- Equipment
- Tooling
- Traveling
- Subcontracting
- Helpdesk
- Freight
- Interest
- WIP Transfer
- Installment
- Triangular
- Holdback
- Installment Additional Costs
- Pay from Receipt
- Other
- Warehouse Order
- Schedules
- Retrobilling
- Credit Note
- Cost-Plus
- Debit Note
- Freight Order
- Direct Delivery
- Rebate Lines
- PCS Order
- Expenses
- Triangular Purchase
- Extension
- Contract Delivery
- Rental
- Unit Rate
- Activity
- Progress Payment Request
- Progress
- Fees & Penalties
- Advance Invoice
- Advance Payment Request
- Manual Sales
- Sales Order
- Contract Installment
- Non-billable