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Generating invoice proposals

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Projects ➔ Entries ➔ Invoice proposal


After you have authorized the realizations for your project or purchase invoices linked to the project at Projects ➔ Entries ➔ Authorize, you need to generate invoice proposals for the project and authorize them for billing purposes. Invoicing is required for all types of projects except for internal projects. Invoicing can be done during the course of a project or after the completion of the project. As such, you can generate partial or extra invoices.

In this screen, you can generate the invoice proposals for a project. You can generate the proposals for sales invoices based on the sales orders, and/or purchase invoices linked to the corresponding projects. However, sales invoices can only be created based on purchase invoices if is the sales invoices are created for Time & Material or Fixed projects and the Allow: Purchase invoice check box under the Invoice lines section at Project settings is selected. Besides that, you can generate sales invoices for purchase invoices with project and item codes with the Sales attribute. The VAT will not be taken into consideration when generating sales invoices. Once generated, the sales invoices created based on both the sales orders and purchase invoices can be grouped under the same project via Invoice ➔ Entries ➔ Group invoices. If a sales invoice is deleted, the invoice proposal will be reopened and hence you can regenerate the invoices. Once the invoices are authorized and printed at Invoice ➔ Entries ➔ Authorize, the revenues are recorded under the Financial section in the Basics tab of a project maintenance screen.

A project is ready to be completed when the budget (planning) costs are equal to the actual revenue (realizations). This means all its child projects and the linked sales orders, internal use requests, and purchase orders are completed, and invoices are printed. For more information, see Completing a project or project order, Auto completing projects, and How-to: Managing projects.

What version are you using?

The information in this document is applicable to product update 421 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I generate invoice proposals?

  1. In the Projects > Entries > Invoice proposal screen, define the search criteria.
  2. Click Display.
  3. Define the fields.
  4. Click Generate. For more information, see Overview of realizations and purchase journal entries to be invoiced.



Related documents

 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 18.359.341
 Assortment:  Date: 26-09-2022
 Release:  Attachment:

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