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Project phase inv plan maintenance (POM003D)

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On this panel you can maintain an existing phase invoice plan, or enter a new one. Note: The project type defines if an invoice plan can be added to the project and in that case if it should be connected to the project header or phase. An invoice item is also defined in the project type.

The invoice plan can be printed on the project printout from the Work with project orders panel.

Options

Text Select this option to view/work with text.
Customer
Order type
Order number
Status
The code indicates the status of the project/quotation.

Valid codes are:

Phase
Inv plan amt
The invoice plan amount that should be divided into different invoice dates. The amount is either the sum of all phase element lines for which Time/mtrl is set to NO, or a manually set net sales value for the selected project phase.

If Time/mtrl is set to NO and there is a sales order link, only the following element lines will be included in the amount:

  • FOC is set to YES on the sales order line.
  • FOC is set to NO, and the sales order type is defined with Update A/R set to NO.

Note: If the sales order link is created from the sales order module, the element line will not be included in the amount.

Net sales
Currency
The currency of the project/quotation.
Line
Planned inv date
The planned invoice date.
Amount
The planned invoice amount for this line. Note: Complete either the Amount or Percent field. If an amount is entered, the system will automatically calculate the percentage.
Percent
The value in percentage indicates how much of the invoice plan amount should be invoiced for this line. Note: Complete either the Amount or Percent field. If a percentage is entered, the system will automatically calculate the invoice amount. If the sum of the automatically calculated amounts do not equal the invoice plan amount, you will have to manually adjust the values.
Invoice number
The number of the invoice for this line. This is updated by the system when an invoice is created for the sales order that is connected to the invoice plan line.
Invoice date
The invoice date of the line. This is updated by the system when an invoice is created for the sales order that is connected to the invoice plan line.
Text
Indicates if text information exists.
Inv remaining amount incl VAT
The remaining amount including VAT, not paid, for the invoice.