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2023R2 upgrade warning


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Client is doing testing from 22R2 to 23R2 and came across the warning “The selected project is billed using pro forma invoices. Manually created AR document will not be tracked in the project budget on the Projects (PM301000) form and will not be shown in the project-related reports.”

We see the data on the budget lines of the project so we are wondering what this warning means. 

After doing some research in the community and release notes I don’t see what they are talking about. 

Could someone enlighten me? 

Best answer by EvgeniiaSapaeva92

Hello,

This is just a warning message to prevent customers from using manual/direct AR invoices when using Pro Forma (in the project) and if customers are using AIA reporting (in the construction module) these direct invoices will not be tracked.

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6 replies

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We have the same question. We cannot see what the issue is.  It will not be good if manually entered invoices were not taking into account in the project. 


  • Jr Varsity II
  • 8 replies
  • July 22, 2024

I’m guessing this may be an obsolete message based on old pro forma functionality as I’ve gotten it as well and see all documents that were created in AR, whether manually or scheduled, appear on the revenue budget numbers and transactions. Just today, I had to credit out an AR invoice, used the Reverse and Apply function, got the warning and proceeded anyway. Both the original invoice and the subsequent credit are on the project budget line, and I am also able to create a new billing on the project. So short story is I’ve ignored it and see no impact.


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  • Jr Varsity III
  • 63 replies
  • July 22, 2024

We have also ignored the message as it seems to be working.  However, didn’t know if this was something “new” that would come out or like you stated an obsolete message.  


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  • Author
  • Jr Varsity III
  • 63 replies
  • July 22, 2024
mbertram21 wrote:

I’m guessing this may be an obsolete message based on old pro forma functionality as I’ve gotten it as well and see all documents that were created in AR, whether manually or scheduled, appear on the revenue budget numbers and transactions. Just today, I had to credit out an AR invoice, used the Reverse and Apply function, got the warning and proceeded anyway. Both the original invoice and the subsequent credit are on the project budget line, and I am also able to create a new billing on the project. So short story is I’ve ignored it and see no impact.

I’m not sure if this should be marked as the best answer because they are guessing that is the problem just like I did.  Until it is confirmed that is an obsolete message, I don’t think it should be marked as best answer. We never saw that message prior so how could it be an obsolete message?


Hello,

This is just a warning message to prevent customers from using manual/direct AR invoices when using Pro Forma (in the project) and if customers are using AIA reporting (in the construction module) these direct invoices will not be tracked.


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  • Author
  • Jr Varsity III
  • 63 replies
  • August 7, 2024

@EvgeniiaSapaeva92  thank you for clarification.


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