module:project:proformainvoice:profile
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
module:project:proformainvoice:profile [2014/04/04 18:03] target |
module:project:proformainvoice:profile [2019/11/06 18:22] (current) target |
||
|---|---|---|---|
| Line 2: | Line 2: | ||
| This section is the Pro-forma Invoice Profile. This form contains the fields for creating a pro-forma invoice. | This section is the Pro-forma Invoice Profile. This form contains the fields for creating a pro-forma invoice. | ||
| - | Overview: | + | **Overview:** |
| Pro-forma Invoice Profile states information about the pro-forma invoice. such as, | Pro-forma Invoice Profile states information about the pro-forma invoice. such as, | ||
| - | Header Fields | + | **Header Fields** |
| * PI number – system generated pro-forma invoice number; format: PI-PIN#-## (record type-reference PIN number-two digit PIN's PI counter) | * PI number – system generated pro-forma invoice number; format: PI-PIN#-## (record type-reference PIN number-two digit PIN's PI counter) | ||
| * Date – record date of PI | * Date – record date of PI | ||
| Line 18: | Line 18: | ||
| * Currency – unit of PI value | * Currency – unit of PI value | ||
| * Total Amount – value for payment charge to client | * Total Amount – value for payment charge to client | ||
| + | * Expected Completion Date - expected invoicing start date | ||
| * Department – default division of selected PIN | * Department – default division of selected PIN | ||
| - | Tabs | + | **Tabs** |
| * Details – list of item sold to client that will be shown in sales invoice | * Details – list of item sold to client that will be shown in sales invoice | ||
| * item description - any name pertaining to item/s sold to client | * item description - any name pertaining to item/s sold to client | ||
| Line 49: | Line 50: | ||
| * bank name - bank used for payment | * bank name - bank used for payment | ||
| * check date - date indicated for check payment | * check date - date indicated for check payment | ||
| + | |||
| + | * Memo – sales invoice adjustment record | ||
| + | * Memo number - system generated memo number issued for the particular SI | ||
| + | * Memo type - debit or credit memo | ||
| + | * Doc NO -memo number issued for the particular SI | ||
| + | * Currency - currency of memo amount | ||
| + | * memo amount - amount to be adjusted from selected invoice/s | ||
| + | * status - status of memo | ||
| + | |||
| + | * Billing info - Billing info used for the PI | ||
| + | |||
| + | * DR - shows linked DR under the PI# | ||
| + | |||
| + | * PO - Shows linked client PO as registered by Accounting for PO control and PI Approval | ||
| + | * PO Number - system generated PO number | ||
| + | * PO Amount - amount indicated on client PO | ||
| + | * Client PO num - reference number indicated on client PO | ||
| + | * PO Received Date - date when client PO was received | ||
| + | * Remarks - Po remarks | ||
| + | * Status - active or inactive | ||
| + | |||
| + | * PL - Shows linked Parts list | ||
| Important requirement includes encoding of PI details, Sales breakdown, Sales Invoice, and Collection records that tallies with total amount stated in PI. Newly registered PI record is an On-hold PI. | Important requirement includes encoding of PI details, Sales breakdown, Sales Invoice, and Collection records that tallies with total amount stated in PI. Newly registered PI record is an On-hold PI. | ||
| Pro-forma Invoice registration begins when an approved client quotation or formal purchase order signed by client is available indicates creation of PI by filling up a pro-forma invoice profile form with reference a PIN in “current” state. This requires a PIN to be in current state to register. | Pro-forma Invoice registration begins when an approved client quotation or formal purchase order signed by client is available indicates creation of PI by filling up a pro-forma invoice profile form with reference a PIN in “current” state. This requires a PIN to be in current state to register. | ||
| + | |||
| + | Follow this link to see [[module: | ||
module/project/proformainvoice/profile.1396605819.txt.gz · Last modified: 2014/04/04 18:03 by target
Page Tools
