PMProformaTransactLine

PX.Objects.PMRelease 2025.2

Represents a pro forma invoice line with the Transaction type. The records of this type are edited through the Time and Material tab of the Pro Forma Invoices (PM307000) form. The DAC is based on the PMProformaLine DAC and extends it with the fields relevant to the lines of this type.

View API Entity: TimeAndMaterial/entity/Default/25.200.001/TimeAndMaterial

Select a row for its description 77 of 77 fields

	Field Name	Type	Display Name	Foreign Key
	`ARInvoiceDocType`	`nvarchar(3)`		-
Description:The type of the corresponding accounts receivable document created on the release of the pro forma invoice.
	`ARInvoiceLineNbr`	`int`		-
Description:The line number of the corresponding accounts receivable document created on the release of the pro forma invoice.
	`ARInvoiceRefNbr`	`nvarchar(15)`		-
Description:The reference number of the corresponding accounts receivable document created on the release of the pro forma invoice.
	`AccountGroupID`	`int`		PMAccountGroup
Description:The identifier of the account group associated with the pro forma invoice line. The value of this field corresponds to the value of the PMAccountGroup.GroupID field.
	`AccountID` API Default Navigation	`int`	Sales Account	Account
Description:The identifier of the sales account associated with the pro forma invoice line. The value of this field corresponds to the value of the Account.AccountID field.
	`ActualQty`	`decimal`	Actual Quantity	-
Description:The total quantity of the lines of the released accounts receivable invoices that correspond to the budget line.
	`AllocatedRetainedAmount`	`decimal`		-
Description:The allocated retained amount (in the base currency).
	`Amount`	`decimal`	Amount	-
Description:The line amount in the base currency.
	`AvailableAmount`Nonexistent in DB	`decimal?`	Max Available Amount in Base Currency	-
Description:The maximum amount in the base currency available to bill the customer based on the billing limit amount of the corresponding revenue budget line of the project.
	`BillableAmount`	`decimal`	Billed Amount in Base Currency	-
Description:No description available
	`BillableQty` API	`decimal`	Billed Quantity	-
Description:The quantity to bill the customer provided by the billing rule.
	`BranchID` API Default Navigation	`int`	Branch	-
Description:The identifier of the branch associated with the pro forma invoice line. The branch is provided from the source defined by the Use Destination Branch from setting of the particular step of the billing rule. The value of this field corresponds to the value of the Branch.BranchID field.
	`CompletedPct`Nonexistent in DB	`decimal?`	Total Completed (%)	-
Description:The percentage of the revised budgeted amount of the revenue budget line of the project that has been invoiced by all the pro forma invoices of the project, including the current one.
	`Corrected`	`bit`	Corrected	-
Description:Specifies (if set to true) that the parent pro forma invoice has been corrected.
	`CostCodeID` API Default Navigation	`int`	Cost Code	PMCostCode
Description:The identifier of the cost code associated with the pro forma invoice line. The value of this field corresponds to the value of the PMCostCode.CostCodeID field.
	`CreatedByID`Default Navigation	`uniqueidentifier`	Created By	Users
Description:No description available
	`CreatedByScreenID`	`char(8)`		-
Description:No description available
	`CreatedDateTime`	`datetime`	Created On	-
Description:No description available
	`CurrentInvoicedPct`Nonexistent in DB	`decimal?`	Currently Invoiced (%)	-
Description:The percentage of the revised budgeted amount of the revenue budget line of the project that is invoiced by this pro forma invoice line.
	`CuryAllocatedRetainedAmount`	`decimal`	Allocated Retained Amount	-
Description:The allocated retained amount.
	`CuryAmount`	`decimal`	Amount	-
Description:The line amount. Calculated by multiplying the values of Quantity to Invoice and Unit Price.
	`CuryAvailableAmount` API Nonexistent in DB	`decimal?`	Max Available Amount	-
Description:The maximum amount available to bill the customer based on the billing limit amount of the corresponding revenue budget line of the project.
	`CuryBillableAmount` API	`decimal`	Billed Amount	-
Description:The amount to bill the customer provided by the billing rule.
	`CuryInfoID`	`bigint`		-
Description:An identifier of the currency info object associated with the pro forma invoice line.
	`CuryLineTotal` API	`decimal`	Amount to Invoice	-
Description:The amount that is billed to the customer.
	`CuryMaterialStoredAmount`	`decimal`	Stored Material	-
Description:The amount of stored material.
	`CuryMaxAmount` API Nonexistent in DB	`decimal?`	Max Limit Amount	-
Description:The billing limit amount (Maximum Amount) of the corresponding revenue budget line of the project. If no billing limit amount is defined for the revenue budget line of the project, the Max Limit Amount of each corresponding pro forma invoice line is 0.
	`CuryMergedAmount`	`decimal`	Amount Included in Progress Billing	-
Description:The amount that is merged to the progress billing line.
	`CuryOverflowAmount` API Nonexistent in DB	`decimal?`	Over-Limit Amount	-
Description:The amount that exceeds the billing limit. The amount is calculated as the difference between the Amount to Invoice and Max Available Amount. If this difference is negative - that is, if the Max Available Amount is greater than the Amount to Invoice - the Over-Limit Amount is 0. The invoice lines for which the Over-Limit Amount becomes nonzero exceed the limit.
	`CuryPrepaidAmount`	`decimal`	Prepaid Applied	-
Description:The field is reserved for a feature that is currently not supported.
	`CuryPreviouslyInvoiced`	`decimal`	Previously Invoiced Amount	-
Description:The running total of the amount to invoice column for all the lines of preceding pro forma invoices that refer to the same revenue budget line. The preceding pro forma invoices are the pro forma invoices that have a reference number that is less than the reference number of the current pro forma invoice, and have the same project budget key (that is, the same project task, account group, and optionally inventory item or cost code).
	`CuryRetainage` API	`decimal`	Retainage Amount	-
Description:The amount to be retained by the customer. The amount is calculated by multiplying the values of Amount to Invoice and Retainage.
	`CuryTimeMaterialAmount`	`decimal`	Time and Material Amount	-
Description:The amount of material stored.
	`CuryUnitPrice` API	`decimal`	Unit Price	-
Description:The price of the item or the rate of the service.
	`Date` API	`datetime`	Date	-
Description:The date of the pro forma invoice line. Defaults to the current business date.
	`DefCode` API Default Navigation	`nvarchar(10)`	Deferral Code	DRDeferredCode
Description:The deferral code assigned to the stock item or non-stock item specified in this document line.
	`Description` API	`nvarchar(256)`	Description	-
Description:The description of the line, which is provided by the billing rule and can be manually modified.
	`InventoryID` API Default Navigation	`int`	Inventory ID	InventoryItem
Description:The identifier of the inventory item associated with the pro forma invoice line. The value of this field corresponds to the value of the InventoryItem.InventoryID field.
	`IsPrepayment`	`bit`		-
Description:The field is reserved for a feature that is currently not supported.
	`LastModifiedByID`Default Navigation	`uniqueidentifier`	Last Modified By	Users
Description:No description available
	`LastModifiedByScreenID`	`char(8)`		-
Description:No description available
	`LastModifiedDateTime`	`datetime`	Last Modified On	-
Description:No description available
	`LineNbr`	`int`	Line Number	-
Description:The original sequence number of the line among all the pro forma invoice lines. The sequence of line numbers of the pro forma invoice lines belonging to a single document can include gaps.
	`LineTotal`	`decimal`	Amount To Invoice in Base Currency	-
Description:The amount to bill the customer in the base currency.
	`MaterialStoredAmount`	`decimal`	Stored Material in Base Currency	-
Description:The amount of stored material (in the base currency).
	`MaxAmount`Nonexistent in DB	`decimal?`	Max Limit Amount in Base Currency	-
Description:The billing limit amount (Maximum Amount) of the corresponding revenue budget line of the project in the base currency.
	`Merged`	`bit`	Include in Progress Billing	-
Description:A Boolean value that indicates whether the line is merged into the progress line.
	`MergedAmount`	`decimal`		-
Description:No description available
	`MergedToLineNbr`	`int`	Progress Billing Line Nbr.	-
Description:The line number of the progress billing record to which this transaction line is merged.
	`NoteID`	`uniqueidentifier`		-
Description:No description available
	`Option` API	`nvarchar`	Status	-
Description:The status that defines how to bill the line. The field can have one of the following values: - "N": Bill - "C": Write Off Remainder - "U": Hold Remainder - "X": Write Off
	`OrigAccountGroupID`	`int`		PMAccountGroup
Description:The identifier of the original cost account group associated with the pro forma invoice line. The value of this field corresponds to the value of the PMAccountGroup.GroupID field.
	`OverflowAmount`Nonexistent in DB	`decimal?`	Overflow Amount in Base Currency	-
Description:The amount that exceeds the billing limit in the base currency.
	`PrepaidAmount`	`decimal`	Prepaid Applied in Base Currency	-
Description:The field is reserved for a feature that is currently not supported.
	`PreviouslyInvoiced`	`decimal`	Previously Invoiced in Base Currency	-
Description:The running total of the Amount to Invoice column in the base currency for all the lines of preceding pro forma invoices that refer to the same revenue budget line.
	`PreviouslyInvoicedQty`	`decimal`	Previously Invoiced Quantity	-
Description:The running total of the Quantity to Invoice column for all the lines of preceding pro forma invoices that refer to the same revenue budget line.
	`ProgressBillingBase`	`nvarchar`	Progress Billing Basis	-
Description:The value that the system has used as the basis for the progress billing operation that has generated this pro forma invoice line.
	`ProjectID`	`int`		PMProject
Description:The identifier of the project associated with the pro forma invoice line. Defaults to the project of the parent pro forma invoice. The value of this field corresponds to the value of the PMProject.ContractID field.
	`Qty` API	`decimal`	Quantity to Invoice	-
Description:The quantity to bill the customer. The value can be manually modified.
	`RefNbr`Default Navigation	`nvarchar(15)`	Ref. Number	PMProforma
Description:The reference number of the parent pro forma invoice. The value of this field corresponds to the PMProforma.RefNbr field.
	`Released`	`bit`	Released	-
Description:Specifies (if set to true) that the parent pro forma invoice has been released.
	`ResourceID` API Default Navigation	`int`	Employee	EPEmployee
Description:The identifier of the employee associated with the pro forma invoice line.
	`Retainage`	`decimal`	Retained Amount in Base Currency	-
Description:The amount to be retained by the customer in the base currency.
	`RetainagePct` API	`decimal`	Retainage (%)	-
Description:The percent of the invoice line amount to be retained by the customer.
	`RevenueTaskID`Default Navigation	`int`	Revenue Task	PMProject
Description:The reference to a revenue budget line by task.
	`RevisionID`	`int`	Revision	PMProforma
Description:The revision number of the parent pro forma invoice. The value of this field corresponds to the value of the PMProforma.RevisionID field.
	`Selected`Nonexistent in DB	`bool?`	Selected	-
Description:No description available
	`SortOrder`	`int`	Sort Order	-
Description:The sequence number of the line, which is used to sort the lines on the tab. These numbers are assigned automatically and are changed automatically when reordering lines by dragging them to appropriate positions.
	`SubID` API Default Navigation	`int`	Sales Subaccount	Sub
Description:The identifier of the sales subaccount associated with the pro forma invoice line. The value of this field corresponds to the value of the Sub.SubID field.
	`TaskID` API Default Navigation	`int`	Project Task	PMTask
Description:The identifier of the task associated with the pro forma invoice line. The value of this field corresponds to the value of the PMTask.TaskID field.
	`TaxCategoryID` API Default Navigation	`nvarchar(15)`	Tax Category	TaxCategory
Description:The identifier of the tax category associated with the pro forma invoice line. The value of this field corresponds to the value of the TaxCategory.TaxCategoryID field.
	`TimeMaterialAmount`	`decimal`	Time and Material Amount in Base Currency	-
Description:The amount of material stored in the base currency.
	`Type`	`nvarchar(1)`		PMProformaTransactLine
Description:The type of the pro forma invoice line. Defaults to the Transaction type.
	`UOM` API Default Navigation	`nvarchar(6)`	UOM	INUnit
Description:The unit of measure for the quantity associated with the pro forma invoice line.
	`UnitPrice`	`decimal`	Unit Price in Base Currency	-
Description:The price of the item or the rate of the service in the base currency.
	`VendorID` API Default Navigation	`int`	Vendor	BAccountR
Description:The identifier of the vendor associated with the pro forma invoice line. The value of this field corresponds to the value of the BAccount.BAccountID field.
	`tstamp`	`timestamp`		-
Description:No description available