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Converting Production to Pricing Sheets

Production records can be converted into pricing sheet line items for billing. This bridges the gap between tracking completed work and invoicing for it.

When to Convert​

Convert production to pricing when you're ready to bill for completed work. Typical triggers include:

  • End of a billing period
  • A project milestone is reached
  • A vendor's approved production needs to be invoiced

Selecting Records​

  1. In the production table, use the checkboxes in the left column to select the records you want to convert.
  2. Only approved records can be selected for conversion.
  3. Click the Convert to Pricing Sheet button that appears above the table.

Select records for conversion

note

The Convert to Pricing Sheet button is only visible to users with Accounting permission.

The Conversion Modal​

After clicking convert, a modal opens with the following options:

Choosing a Target Sheet​

  • Existing draft sheet — Select from a list of draft pricing sheets for the project or site. Only sheets that haven't been submitted or deleted are shown.
  • New sheet — Create a new pricing sheet by selecting a project site and optionally a deliverable.

Conversion Modes​

ModeBehavior
IndividualEach selected production record becomes its own line item on the pricing sheet.
CombineRecords with the same code and description are grouped into a single line item with combined quantities.

Conversion modal

Editing Before Conversion​

The modal shows a preview table of the line items that will be created. You can edit the cost and price before submitting.

After Conversion​

Once converted:

  • New line items are added to the selected pricing sheet.
  • Each production record is linked to its corresponding pricing line item.
  • Converted records show a link to the pricing sheet in the production table.
  • The same production record can only be converted once — it will no longer appear as selectable for future conversions.

Converted record link

tip

You can convert production records from the company-level production dashboard as well, not just from individual project or site views.