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Creating an Invoice for an Auto-Commit Contract

Every new invoice that you create against an auto-commit contract redefines the value of the contract. Unlike invoices for pre-commit contracts, there are no line items on a new invoice for an auto-commit contract. You must add line items to the invoice. The state of the contract must be Pending, Approved, Pending Acceptance, or Pending Approval.

Also, a new auto-commit invoice does not inherit any line items from previous invoices, so no line items appear on it until you add new ones. The only exception is a retainage release invoice, which does show the line items from previous invoices against the contract.

Invoices for auto-commit contracts are not related to each other, unless retainage applies to the contract. Furthermore, the Sequence Number of an auto-commit invoice is not important, because changes to one invoice against an auto-commit contract do not affect other invoices against the contract.

Your security role must have permission to create invoices and to read contracts. For more information, see "About Security Permissions".

To create an invoice for an auto-commit contract

1. Open the Invoices register.

— or —

Open the Invoices tab on the auto-commit contract that you are creating the invoice against.

2. Click New.

The Invoice Setup wizard appears.

3. Follow the instructions for creating the new invoice.

Be sure to correctly specify whether you are creating a Normal auto-commit invoice, or a Retainage Release one. Note that if you are creating the invoice from within a contract, Proliance automatically fills in the name of the contract in the box on the first page of the wizard. When you complete the wizard, the new invoice appears.

4. Complete the following required information:
• Title:Type the title of the invoice. You can sort the list of invoices in the Invoices register by Title.
• Sequence:Type a number to indicate when the invoice was created in relation to the other invoices against the same contract.
• Cost Period:Click the Magnifying Glass icon to select a cost period from the list to which the invoice applies. A workspace cost period must be defined before you can approve the invoice.
5. Click Line Items.

The Line Items page of the new invoice appears. There are no line items on the Line Items page because you must add new line items to every new auto-commit invoice.

6. Add the line items for the invoice. Proliance requires that you enter at least the Scheduled Amount for each line item.
7. If you are performing a workflow action on the invoice, complete the information required for this action. For more information, see "Invoice Workflow Actions" for a list of preconditions for a specific action.
8. Complete any additional required information. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

Please refer to the following for more information on the fields for each page:

• Main
• Financial Summary
• Tax Summary
• Line Items
• Payments
• Settings
• Properties
9. Click Save when done.

Proliance saves your changes and returns you to the register or tab.

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