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If you setup a Project on the Projects (PM301000) screen with a billing rule that has a Billing Type of Progress Billing on the Billing Rules (PM207000) screen and you check the Create Pro Forma on Billing checkbox on the SUMMARY tab of the Projects (PM301000) screen, then you should experience the following behavior.
Let's watch how things move through the REVENUE BUDGET tab on the Projects (PM301000) screen.
1. Set the Completed (%) field to 10 percent and notice how the Pending Invoice Amount automatically gets set to 1,300 because it's 10% of the Revised Budgeted Amount:
2. Click the RUN PROJECT BILLING button on the top of the Projects (PM301000) screen which creates the Pro Forma Invoice on the Pro Forma Invoices (PM307000) screen and adds the Pro Forma Invoice to the INVOICES tab on the Projects (PM301000) screen. This also moves the 1,300 from Pending Invoice Amount to Draft Invoices Amount.
3. Release the Pro Forma Invoice on the Pro Forma Invoices (PM307000) screen. This creates the AR Invoice in the Invoices and Memos (AR301000) screen and adds the AR Invoice to the INVOICES tab on the Projects (PM301000) screen. But it doesn't do anything to the REVENUE BUDGET tab on the Projects (PM301000) screen. It still looks the same:
4. Release AR Invoice in the Invoices and Memos (AR301000) screen. This the moves the 1,300 from Draft Invoices Amount to Actual Amount.
Finally, the INVOICES tab on the Projects (PM301000) screen will show you both the Pro Forma Invoice and the AR Invoice on one line since they are related to each other:
