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Proforma Invoice Operations

This routine provides analysis and review of proforma invoices generated prior to the issuance of invoices.

You can also issue the proforma minute, that is, a preview of the invoice. The proforma minute is normally used when the customer requests the delivery of hours report before the invoice issue for approval.

Some changes that can be performed in the proforma when in Analysis status are:

•	Discount percentage or value in Time Sheets value of the proforma.

•	Addition percentage or value in Time Sheets value of the proforma.

•	Discount percentage or value in Time Sheets per case.

•	Paying customers (adding, deleting, changing percentage, discount, contact, payment method, payment terms, bank, currency, language, type of report).

•	Total value and hours of the time sheets.

•	Value/hour per professional.

•	Transfer of entries to another client/case.

•	Entries delivery for WO.

•	Removing entries from proforma invoice

•	Entries association (Time sheet, expenses and fixes prices) to proforma.

•	Addition of new Time sheet, and it is associated to proforma (to enter proforma, the case must be part of the proforma package or be related to any contract that is in it, and is inside the Time sheet period).

•	Division of Time sheet.

•	Rounding up of Time sheets hours.

Check and/or configure parameter MV_JCOTSUG for the quotation suggested in the printing queue.

When changing Time sheets, you can keep the original time and/or professional history (as reviewed professional and reviewed time are changed). Changes in other entries, such as fixed price and expenses, for example, have no history or fields that store the original value.

Linha Microsiga Protheus - Inglês > Proforma Operation-jura202_operacoes_pre_fatura.htm > help_button.zoom40.gif Tip:

•	After changing proforma, you must run the operation Summary (to view on screen the main proforma values) or Redo (to select one or more proformas and choose the Result on Screen, Printer, Word or None) for recalculation and recording of new values.

•	Changing the status of proforma invoice to Permanent (Issue Invoice) enables the option to issue invoices.

•	Data of Invoice Follow up are also available on Proforma Operation screen.

•	The button New enables the addition of entries in proforma, as long as the entry is in the period filtered to associate in proforma issue and is part of the case associated to contract/contracts junction related to proforma.

Linha Microsiga Protheus - Inglês > Proforma Operation-jura202_operacoes_pre_fatura.htm > help_button.zoom40.gif Important:

In the proforma issue process, the calculated value based on values range is saved in the fields Inv Range Value, of Contract and Cases related to it, and in Cases, the apportioned value of each one is saved, respecting the proportion criteria of values according to parameter MV_JDIVCAS.

Procedures

To perform maintenance on issued proforma invoices:

1.	In Proforma Invoice Operations, the following options are available: Refer to Main Fields and Control as well.

2.	Note the distribution of information in tabs:

3.	On the bottom part of the screen, other tabs are available:

4.	Fill out the fields according to field help instructions.

5.

Click OK.

Follow up change with Contracts Junction.

To change the invoice follow up that has Contracts Junction:

1.	Place mouse in proforma, then click Change.

1.	Go to tab Payers and check the bottom part of the screen refers to Invoice Follow up.

2.	Perform necessary changes.

3.	The system displays a message stating that the record was added successfully.