About Invoice Line Item Recalculation

Whenever you edit an invoice line item, Proliance performs tests to determine whether or not your edit makes it necessary to update other values in the line item.

If your edits make an update necessary, Proliance performs a series of calculations that enable it to update all of the line item's values. This includes values that may not currently be visible on the Line Items page because of the current view.

To ensure consistent results, Proliance always performs the tests and calculations in the same order before each update. Proliance performs three tests:

For a Scheduled Amount greater than zero, the To Date Total Progress must be equal to or less than the Scheduled Amt.

For a Scheduled Amount less than zero, the To Date Total Progress Amt must be equal to or greater than the Scheduled Amount. For example, if the Scheduled Amount = -10, then the To Date Total Progress can be -10 or greater. Proliance would accept a To Date Total Progress value of -5, but not -11.

If you are using this billing rule	Proliance ...
Controlled Total	Notifies you that over-billing is not allowed (the edits to the line item would cause the To Date Progress Amt to exceed the Scheduled Amount). Undoes the edits to the line item.
Variable Total	Notifies you that the edits to the line item exceed the Scheduled Amount. Gives you two options: To have Proliance undo the edits to the line item. — or — To have Proliance update the Scheduled Amount for the line item, both on the invoice and on the appropriate contract or change order.

Once you successfully edit part of a line item, Proliance automatically updates the rest of the line items, in the order listed below.

This Invoice General Pct = Total To Date Invoiced Amt / Scheduled Amount
This Invoice General Qty = Total To Date Invoiced Amt / Scheduled Amount * Scheduled Qty
This Invoice General Sub Amt = Total To Date Invoiced Amt - This Invoice General Sub Material Amt
To Date Progress General Amt = Previous General Amt + Total To Date Invoiced Amt
To Date Progress General Pct = To Date Progress General Amt / Scheduled Amount
To Date Progress General Qty = To Date Progress General Amt / Scheduled Amount * Scheduled Qty
This Invoice Retainage General Amt (if using the This Invoice Method):

This Invoice Retainage General Amt = Total To Date Invoiced Amt * This Invoice Retainage General Pct

This Invoice Retainage General Amt (if using the To Date Method):

This Invoice Retainage General Amt = To Date Retainage General Pct * To Date Progress General Amt - Previous Retainage General Amt

This Invoice Stored Pct = This Invoice Stored Amt / Scheduled Amount
This Invoice Stored Qty = This Invoice Stored Amt / Scheduled Amount * Scheduled Qty
To Date Progress Stored Amt = Previous Stored Amt + This Invoice Stored Amt
To Date Progress Stored Pct = To Date Progress Stored Amt / Scheduled Amount
To Date Progress Stored Qty = To Date Progress Stored Amt / Scheduled Amount * Scheduled Qty
This Invoice Retainage Stored Amt (if using the This Invoice method):

This Invoice Retainage Stored Amt = This Invoice Stored Amt * This Invoice Retainage Stored Pct

This Invoice Retainage Stored Amt (if using the To Date method):

This Invoice Retainage Stored Amt = To Date Retainage Stored Pct * To Date Progress Stored Amt - Previous Retainage Stored Amt

This Invoice Total Amt = Total To Date Invoiced Amt + This Invoice Stored Amt
This Invoice Total Pct = This Invoice Total Amt / Scheduled Amount
This Invoice Total Qty = This Invoice General Qty + This Invoice Stored Qty

To Date Progress Total Amt = To Date Progress General Amt + To Date Progress Stored Amt
To Date Progress Total Pct = To Date Progress Total Amt / Scheduled Amount
To Date Progress Total Qty = To Date Progress General Qty + To Date Progress Stored Qty
Previous Progress Total Amt = Previous Progress General Amt + Previous Progress Stored Amt
Previous Progress Total Qty = Previous Progress General Qty + Previous Progress Stored Qty

To Date Retainage General Amt = This Invoice Retainage General Amt + Previous Retainage General Amt

To Date Retainage General Pct (if using the This Invoice method):

To Date Retainage General Pct = To Date Retainage General Amt / To Date Progress General Amt

This Invoice Retainage General Pct (if using the To Date method)

This Invoice Retainage General Pct = This Invoice Retainage General Amt / Total To Date Invoiced Amt

To Date Retainage Stored Amt = This Invoice Retainage Stored Amt + Previous Retainage Stored Amt
To Date Retainage Stored Pct (if using the This Invoice method):

To Date Retainage Stored Pct = To Date Retainage Stored Amt / To Date Stored Amt.

This Invoice Retainage Stored Pct (if using the To Date method):

This Invoice Retainage Stored Pct = This Invoice Retainage Stored Amt / This Invoice Stored Amt

This Invoice Retainage Total Amt = This Invoice Retainage General Amt + This Invoice Retainage Stored Amt

Previous Retainage Total Amt = Previous Retainage General Amt + Previous Retainage Stored Amt
To Date Retainage Total Amt = To Date Retainage General Amt + To Date Retainage Stored Amt
To Date Retainage Total Pct = To Date Retainage Total Amt / To Date Progress Total Amt
This Invoice Retainage Total Pct = This Invoice Retainage Total Amt / This Invoice Total Amt