Projects and Construction: Enhancements to the Correction of Pro Forma Invoices

In previous versions of MYOB Acumatica, users were able to make corrections to released pro forma invoices that include only progress billing lines. On a user's attempt to correct a pro forma invoice that has at least one time and material line, the system shown an error message. Also, this functionality was available only if the Construction feature was in use.

In MYOB Acumatica 2025.1, the restrictions on correcting the pro forma invoices with time and material lines have been eliminated. The following sections describe the improvements to the ability to correct pro forma invoices.

Workflow of the Correction of Pro Forma Invoices

Suppose that a user needs to correct a pro forma invoice with time and material lines and the invoice has already been released; the corresponding AR invoice has also been released and has the Open status. To create a new revision of the pro forma invoice, the user clicks Correct on the More menu of the Pro Forma Invoices (PM307000) form, as shown in the following screenshot.

Figure 1. Pro forma invoice to be corrected

The system creates a correction pro forma invoice: that is, a new revision of the pro forma invoice with the On Hold status and a line with the previous revision of the pro forma invoice in the Previous Revisions table on the Financial tab of the form, as shown in the following screenshot. The time and material lines need to be corrected; the Time and Material Total of the pro forma invoice has not been changed yet.

Figure 2. The correction pro forma invoice that has been created

After the user has made all needed corrections to the time and material lines and the Time and Material Total is now correct, the user releases the new revision of the pro forma invoice. On release of this new revision, the system creates a reversing document, which is listed in the Previous Revisions table of the Financial tab, as shown in the following screenshot. The system also creates an accounts receivable document; the type, reference number, and current status of this document are shown in the AR Invoice Info section of the tab. The correction pro forma invoice is assigned the Closed status.

Figure 3. The correction pro forma invoice that has been released

On release of the correction pro forma invoice, the system automatically releases and applies the reversing AR document to the original AR document to completely reverse the previous revision and update project actual values. For more information about pro forma invoice correction, see the Correcting Pro Forma Invoices chapter.

Other Enhancements

The following changes have also been made on the Pro Forma Invoices (PM307000) form:

The Correct command on the More menu is now available for closed pro forma invoices regardless of whether the Construction feature is enabled on the Enable/Disable Features (CS100000) form.
The AR Doc. Status box has been added to the Financial tab. This box shows the current status of the AR document that has been prepared for a pro forma invoice.