Perpetual Unposted AR Invoices (Proforma Invoices)

Wile reviewing the results of the ERP Analyzer (for an upcoming Update to 10.2.300), It highlighted an unposted AR Invoice group. Upon looking into it, it turns out that the AR person had made a group named ‘PROFORMA’ for creating Proforma Invoices, and never posted them. Eventually, the real invoice would be created in another group, and that would be posted.

So a couple of questions:

  1. Would deleting this group (and all its invoices), create any transactions? I’d guess no on the GL (as they’d never been posted). But are there any transactions (like updating the OrderHead.TotalInvoiced), that could throw something off?

  2. What is the downside of having an unposted invoice group, during an update - besides the ERP Analyzer telling warning you about them ?

  3. Is there a better way to make a Proforma Invoice?

Shouldn’t be a problem. No existing transaction exist.

If the schema of the posting tables change then the results may be unpredictable.

Edit: Or Posting Rules potentially.

Sales Order Entry | New | New Proforma Invoice

Mark W.

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Does that allow making an invoice for just part of the order? We often ship different lines at different times.

My memory thought it did but I just tried it in Pilot and it did not. It also wasn’t under the File | New menu but the Actions menu. Maybe there is a way and I’m just not seeing it. I’ll keep checking…

Mark W.

I see this in Help but it does not match the screen - there is no filter sheet or filter summary on the form. :thinking: Might have to report it…

Proforma invoice does not allow individual lines to be selected. For that you have to you have to use advance billing.

Vinay Kamboj

Numbers 1, 2, and 3 look pretty generic and would apply to any print form.

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