Progress invoices are invoices against Commitments and, therefore, are cost records. Progress Invoices act in a series. After the first invoice is saved for a commitment the next is generated by clicking the Create Next button. When you create the first invoice in the series the schedule of values lines from the original commitment are automatically copied into it. You can update the lines in a progress invoice by linking to approved Commitment COs and use Timesheets and Production records to update % complete.
Progress invoices can, if you wish, be completed by vendors and submitted for your approval.
Create Next Button - Click this button to automatically create the next invoice in the series. The Invoice # will be incremented by one and data from the current invoice will roll forward to the new one. (Current quantities and currency amounts will be added to previous amounts and the current fields will be empty by default in the new invoice.) Note: This button is only available in the last invoice in the series.
Invoice Type Field - This is a system list. The choice made here is notational and also dictates which lien waiver form opens when you click the Print Lien Waiver button. The choices are:
Print Lien Waiver Button - Click this button to open the Print Preview Dialog with the lien waiver form displayed. There are two lien waiver forms - a progress and a final one - and the choice made in the Invoice Type field determines which form is displayed in the dialog.
Signed Waiver Attached - For notation only. The default is unchecked.
Original/Revised Field - Read only. This is a system list and designates whether a line is part of the original scope of the commitment or part of revised scope. The values are:
Original
Revised
Lines from the original commitment always display "Original". The value in this field for lines added from Commitment COs matches the Post As field in the Commitment COs header.
