You can access progress payment invoices that are generated for the Project with Progress Payment Invoice option in Progress Payments browser > Related Records menu.
The progress payment invoice generates as a "Service Sales Invoice" for a Sales Contract, and as a Service Purchase Invoice for a Purchase Contract.
Project progress payment invoices are generated in two ways:
- Generate Progress Payment Invoice option in Progress Payments browser F9 – right click menu
- By means of relating a contract and progress payment to Service Purchase/Sales Invoices See. Purchasing / Sales Management > Contract General Info
Service Purchase / Sale Invoices that are generated with Generate Progress Payment Invoice option are as below:
- Invoices are generated with progress payment and the related contract's details. Organizational Unit, AR/AP, Contact Number are transferred from the contract and cannot be changed.
- Progress Payment No field refers to the number of the related progress payment and cannot be changed.
- "Service line" that is to be generated in invoice will have the related service code information which was designated when saving the contract. See. Purchase / Sales Contract General Info
Service line information is as below:
- Quantity is assigned as 1.
- Unit information is the same as in the Service card.
- Unit Price information is "Progress Payment Production Amount", and VAT rate is the VAT rate that is specified in progress payment record.
- You cannot change the status of progress payments that are billed into Draft or Cancelled.
- You cannot add a new contract to an invoice that has a progress payment relation.
- Invoices can be displayed in View mode only. You cannot make any changes in service lines; however, you can add a new line.
- You cannot bill progress payments without a contract relation.
- When attempt to delete invoices with progress payment relation, system warns you that progress payment relation will be broken.