Provisionals Not Finalized [CATS Knowledge Base]

CATS lets you run the Provisional Not Finalized report which shows all the invoices that have not been finalized. These are mostly sale invoices without a final weight (proforma) or without a final price (provisional).

Go to Invoicing > Provisionals not Finalized.

Provisionals Not Finalized access menu

CATS will display a list of previously created and saved formats to choose from. Choose the report format you want to use. Click Modify.

Select Report Format

CATS will show you a screen of the most important filters you can select to limit which records will appear on this report. For this one, we would only use Invoice type and Unit Conditions.

Invoice Type - All, A/R Sales, A/P Purchases.

Unit Conditions - All, Only If Units, Only If Weights, Units or Weights, Units and Weight.

Select your report filters. Next, choose your report columns and orders using the Select Columns and Select Orders buttons from the top menu bar (for help with columns see wiki page Creating a New Report in CATS (Old Report Designer)) Press Continue.

Select columns and orders

Choose how you want the report to print.

Print report

View your report.

Provisionals Not Finalized Report

If you notice an invoice that should be finalized on your report, you will need to finalize the invoice. See the wiki on Finalizing Invoices. This takes a proforma/provisional invoice and creates a new final invoice. The provisional balance is moved to the final invoice and the invoice is removed from the Provisionals Not Finalized report.

After you finalize the invoice, the invoice is removed from the provisionals not finalized report

You can also omit an invoice from a provisionals not finalized report. Go to Invoicing > Omit Prov Invoices From Report.

Omit Prov Invoices From Report

Select the provisional invoice to remove from the not finalized report. Press Continue. Note that once you omit an invoice using this method you can not add it back to the report.