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Un-Check Pro Forma Invoice Generation on Projects

  • 15 November 2023
  • 5 replies
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How do you un-check Pro Forma invoices on Projects? Is it possible? 

 

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Best answer by Sagar Greytrix 20 December 2023, 12:02

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Laura02
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Hello @bvandenbosch ,

I checked my demo and I’m able to simply un-check the Create Pro Forma Invoice on Billing box on all projects, even when they have open Pro-Forma Invoices.  My demo is using Projects module, not Construction module.

What is the status of your project?  Try temporarily Suspending the project, to see if Create Pro Forma may be edited.

Is it possible you have view-only rights to the Create Proforma field? Is someone in the Administrator or Project Manager role able to make the change?

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
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@Laura02 thanks for the help. 

I have Construction / Project accounting activated currently but have also tried with just the Projects module. 

It seems to be un-checkable regardless of projects status, including for creating new projects from scratch. I have an admin account so shouldn’t be permissions-related.

Heidi Dempsey
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Userlevel 7
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@bvandenbosch  Could it be permissions?  I have never seen that you cannot uncheck it.   I can uncheck mine even if I have Pro Formas.  

Chris Hackett
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Hi @bvandenbosch were you able to find a solution? Thank you!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
Sagar Greytrix
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Userlevel 5
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Hi @bvandenbosch ,

You need to mark enable for all this module under project module for enabling the create pro forma Invoice billing.

 

Regards,

Sagar

Sagar Gadge Team Lead - Acumatica O: +91-22-67687800 E: sagar@greytrix.com

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