Issuing Proforma Invoice

This routine issues proforma invoices for fixed payments, fees, expenses, fixed prices and/or additional invoices, as well as the checking report.

Checking reports may be issued at any time; it does not block the inclusion of entries or the generation of any transaction or change. Enter in parameter MV_JCRYPAS content the path for Crystal export.

Through the filter provided in the routine you should selected the types of entries per period, which are sent to the proforma invoice, thus setting its initial status.

The system allows you to group the proforma invoices in folders, as long as parameter MV_JPASGRP is configured and, for invoices, also parameter MV_JPASGRF.

Important:

If the additional invoice is selected, all other filters are disabled.

By selecting the Issue Proforma Invoice, note:

• Time Column (Time-Sheet): In this column it is possible to select for issuing proforma invoices for contracts with fees per hour (charging by time sheets), in association or not with installments, expenses and/or fixed prices.
• Other Cases Column (Installments): In this column it is possible to select for issuing proforma invoices for contracts with fixed (charging by installments) or not chargeable fees, in association or not with Time Sheets, expenses and/or fixed prices.
• Fees Line: Enter the entering period for Time Sheets and/or installments to be included in proforma invoice; the default start date (01/01/1900) and end date (system date) are suggested.
• Expenses Line: Enter the entering period for expenses, Time Sheets and/or installments to be included in proforma invoice; the default start date (01/01/1900) and end date (system date) are suggested.
• Fixed Price Entries Line: Enter the entering period for fixed price, Time Sheets and/or installments to be included in proforma invoice; the default start date (01/01/1900) and end date (system date) are suggested. Thus, it is possible to combine several entries at different periods.

Important:

Configure parameter MV_JCONVDS  with type of conversion used for expenses from the services invoicing.

Configure parameter MV_JTPCONF with quotation used in conversions of invoice bills.

Configure parameter MV_JDTCVAD with date used in the conversion of advance currency.

Proforma Invoice Statuses

• Checking;
• Analysis;
• Issue Invoice;
• Issue Minute;
• Partner Minute;
• In Revision.

Filters options:

• Partner: Select the initials of the reviewer (partner in charge of the case) to generate the proforma and/or checking report only for the selected reviewer's cases.
• Currency: Select the currency to generate the proforma invoice and/or checking report only for contracts and/or amalgamations with the selected currency.
• Invoicing Contracts: Select the contract to generate the proforma invoice and/or checking report for cases of the selected contract.
• Client Group: Select the client group to generate the proforma invoice and/or checking report only for cases with the selected client group.
• Client: Select the client/company to generate the proforma invoice and/or checking report only for cases of the selected client/company.
• Case: Select the case to generate the proforma invoice and/or checking report only for the selected case. The All option indicates that the proforma invoice will be issued for all cases in which the contract and/or amalgamation of the selected case is included.
• Except clients: No proforma invoice and/or checking report is generated for clients listed in this filter.
• Firm: Select the firm to generate the proforma invoice and/or checking report only for cases with the selected firm.
• Expense type: Select the expense type to generate the proforma invoice and/or checking report only for cases with the selected expense type.
• Fee type: Select the fee type to generate the proforma invoice and/or checking report only for cases with the selected fee type.
• Issue all pending: By selecting this option, the others described above will be inhibited, since the option indicates the issue of what is pending for invoicing in any filter situation.Parameter MV_JTDPEND is enabled and allows everything that is pending.

Proforma invoice status:

a. Checking: Generates only one checking report with Time Sheet entries and/or pending expenses and it is used for checking of times and values; It may be issued at any time, since it does not block the entries for users.
b. Analysis: In this option, the proforma invoice is generated for in analysis status, awaiting approval in proforma invoice operation. After making any change, proforma invoice can be changed to Issue draft status, if you want to issue a draft, or to Issue invoice, if you want to issue the invoice.
c. Issue Invoice: In this situation, the proforma invoice is generated with status for issuance of invoice, that is, it does not undergo analysis and is available for inclusion in the invoice printing queue.
d. Issue Draft: If this option is activated, the proforma invoice is generated in the issue draft status. In this case, it is possible to issue a draft of proforma invoice.

Result of the issuance of proforma invoice:

a. Printer: sends to the default printer installed on your computer.
b. Screen: presents the report of the proforma invoice, with the ability to save or print.
c. None: issues the proforma invoice without displaying or printing the report (it can issue the report on the Proforma Invoice Operations screen, in the Redo option).

 

Important:

If the Do not print cases notes on the report box is checked, the note registered in the case does not appear in the proforma invoice and/or checking report.

The box Erase/Replace proforma invoices existing in this case indicates if, in the existence of proforma invoices for the case/contract which the proforma invoice is being issue to, the current proforma invoice will be replaced (reissue, overwriting the previous).

Procedures

To register the Time Sheet:

1. In Time Sheet, select the TS code.

The system displays a message regarding the Issue Note.

2. Click OK.