As before
- Purpose of the document.
- how to create.
- main tab attributes. explain about contract settings.
- Can be used for issuing Advance invoice.
- Table: how to fill, columns description.
- Advance offset button and form. for planned advance offset.
- Summary linked table
- Print forms (detailed and summary)
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Click Create and select the required Project from the list.
Based on the project and contract setup, the system will automatically populate all fields based on the selected project structure and the linked contract settings. The user can make changes to adjust progress percentages, retention settings, discounts, amounts, VAT, or other applicable data. Users can optionally fill in the document The system automatically fills in the fields using the defined project structure and associated parameters. Contract-specific settings such as billing terms, retention rules, and VAT are also applied during this process. Users can manually adjust progress percentages, discounts, retention, amounts, and other relevant details.
Additionally, the document may be populated from the Project Progress Report, and ; if existing values are present, the system will ask prompt for confirmation before overriding them.
Main Tab
Project – Links - Connects the document to the project structure and related its data.
Company – Specifies the - The client or contracting company.
Contract – Pulled - Taken from the project; defines includes pricing, retention, and advance settingsadvanced details.
Entity – Indicates the executing party - Legal entity creating the document.
Date – Document creation date - When the document was created.
Number – System - Auto-generated identifierdocument number.
Basis – Source of data, e.g., - Shows where the data comes from, like a Project Progress Report.
Retention – - Indicates whether if retention rules are appliedused.
Advance Applied – - Shows if an advance is included or offsetdeducted.
Currency and Price Settings – Fetched - Taken from the contract settings.
Comment – Optional user remarks.
Author – System-logged document creator.
Responsible – Assigned user handling the document.
Progress / Advance – Select invoicing type:
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Progress for milestone-based billing
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- Optional note or remark.
Progress / Advance – Choose how to invoice:
Progress – For billing based on milestones or completed work
Advance – For upfront payment requests
Project Structure tab
It displays the list of project tasks with their hierarchy, estimates, progress, and billing details for preparing the payment application.
Code – WBS code showing task hierarchy.
Project Task – Name or description of the Task.
Estimate Qty/Amount – Planned quantity and planned total contract amount for the task.
Progress Reports Qty/% – Actual completed quantity and percentage based on progress updates.
Payment Application Previous Qty/Amount/% – Values already invoiced in earlier payment applications.
Previous Qty / Amount / % – Work quantities, values, and percentages previously billed.
Current % – Percentage of work being claimed in this application.
Cumulative % – Total completed percentage including current and previous.
Quantity – Calculated from cumulative % and estimate.
Amount (Excl. VAT) – Net value of current application before VAT.
VAT % – Tax rate applied (e.g., 5%).
Retention Total / % / Retention – Gross amount before retention, retention rate, and retained amount.
Retention VAT – VAT applied on retained amount.
VAT Amount – VAT on the payable amount after retention.
Total – Final payable amount (amount minus retention plus VAT).
Comment – Any additional remarks, if needed.