Actions478
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Pro Forma Invoice → Insert/Update
AI-generatedSummary
Insert or update a Pro Forma Invoice in Acumatica by providing detailed invoice information, including approval details, billing settings, financial details, progress billing, tax details, time and material items, and other additional fields.
Inputs
- Approval Details — Multiple approval detail entries specifying who approved or is the approver, dates, status, and workgroup.
- Billing Settings — Settings for billing including bill-to address with full address components, bill-to contact details, and customer location along with override flags.
- Financial Details — Financial attributes such as AR document type, reference number, branch, cash discount date, customer tax zone and usage type, due date, and payment terms.
- Progress Billing — Multiple progress billing items specifying financial and project-related billing information including amounts, branches, codes, and sales accounts.
- Tax Details — Multiple tax detail entries specifying retained tax, taxable amounts, tax IDs, rates, and tax amounts.
- Time And Material — Multiple time and material items with quantities, amounts, billing details, employee and project identifiers, and tax categories.
- Additional Fields — Additional optional fields such as amount due, currency ID, customer ID, description, effective date, external reference number, hold flag, invoice date, invoice total, last modified time, location, post period, progress billing total, project ID, reference number, retainage total, status, tax total, and time and material total.
Output shape
a single record
Returns the inserted or updated Pro Forma Invoice record data as confirmation. Input fields not specified remain unchanged when updating. Errors may occur if required fields or valid data are missing.