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Invoice - Financial Summary
The Financial Summary
page of an invoice provides you with
a quick, high-level overview of the progress that is being made against
the contract through invoicing. It also shows you how approved and pending
change orders have affected the
overall contract value. Proliance displays this information in terms of
the contract currency.
All information on the Financial
Summary page are display only.
This page summarizes information under these three columns:
- To Date:
These are values from invoices up to and including the current invoice.
- Previous: These are values from all invoices previous to the current invoice.
- This Invoice: These are values from the current invoice only.
The Commitment Summary
section shows the original value of the contract, and how
changes have affected its value.
Commitment
Summary
Invoiced
Summary
- Progress:
- General
Work: The sum of all of the Progress
General Amt values from all invoices against the contract.
- Stored
Material: The sum of all of the Progress
Stored Amt values from all invoices against the contract.
- Total
Progress: The sum of the Progress
General Work and Progress Stored
Material amounts from this Financial
Summary page.
- Retainage:
- General
Work: The sum of all of the Retainage
General Amt values from all invoices against the contract.
- Stored
Material: The sum of all of the Retainage
Stored Amt values from all invoices against the contract.
- Total
Retainage: The sum of the Retainage
General Work and Retainage
Stored Material amounts from this Financial
Summary page.
- Total:
- Before
Non-Committing Taxes: The sum of the This
Invoice Net Payable Amt column values from this invoice.
- Non-Committing
Tax Summary: The sum of the Non-Committing
Tax Amt columns from all invoices against the contract.
- After
Non-Committing Taxes: The sum of the Before
Non-Committing Taxes and Non-Committing
Tax Summary amounts from this Financial
Summary page.
- Balance
Due: The sum of all of the values in the This
Invoice column in the Invoiced
Summary section on this Financial
Summary page.