Creating billing process levels

Before you can add a process level in Billing, you must define the process level in Receivables.

  1. Select Financials > Billing > Setup > Process Level.
  2. Click Create.
  3. Specify this information:
    Company
    Select a company number.
    Process Level
    Select a process level and provide a description.
  4. On the Remit To tab, specify this information:
    Name
    Specify the name of the process level that is printed as part of the remit-to address.
    Country
    Select a country code.
    Street Address
    Specify the remit-to street address.
    City
    Specify the remit-to city.
    State/Province
    Select the remit-to state or province.
    Post Code
    Specify the remit-to postal code.
    County/District
    Specify the remit-to county or district.
    Type
    Select the type of address.
    Latitude
    Specify the latitude of the location.
    Longitude
    Specify the longitude of the location.
    Altitude
    Specify the altitude of the location.
    EDI Number
    Specify the EDI number to enable EDI processing, which involves transmitting order acknowledgments and electronically order receipts.
  5. On the Global Ledger Accounts tab, specify this information:
    Sales Account
    Select a sales account to be credited for ordered items.
    Discount Account
    Select a discount account to be debited when add on discounts are used on an order.
    Special Order Sales Account
    Select a special order sales account to be credited on the process level.
    Expense Account
    Select an expense account to be credited as an offset to cost of goods sold.
    Special Order COGS Account
    Select a special order cost of good sold account to be debited for special orders.
    Rounding Account
    Select a rounding account for Billing invoicing if the Rounding field is selected on the Invoicing Options tab in Billing Company.
  6. On the Invoicing tab, specify this information:
    Invoice
    Specify an invoice prefix to precede the invoice number.
    Credit Memo
    Specify a credit memo prefix to precede the credit memo number.
    Recurring
    Specify a recurring invoice prefix to precede the recurring invoice number.
  7. In the Additional Options section, specify this information:
    Run Invoice Verification
    If you select this check box, then you must use the Invoice Verification Report before the invoices can be printed and finalized.
    Post Cost for Interface Invoices
    Select this check box to post cost for interfaced invoices that are from a third-party application.
    Cash On Delivery Option
    If you select this check box, then the first invoice that is printed is sent with the delivery driver. When the driver returns with the payment, you must update the invoice. The second invoice can be printed and sent to the customer for their records.
    Terms Add On Charge
    Select this check box if add on charges are included in the terms calculations.

    If payment terms include a discount and this field is cleared, then the amount for add on charges is not included in the order total.

    Terms Freight
    Select this check box if freight charges are included in the terms calculations.

    If payment terms include a percentage discount and this check box is cleared, then the freight charge amount is not included in the order total.

    Tax Print Option
    Select an option by which tax is calculated and printed on billing invoices.
    Discount Add On Charge
    Select this check box if add on charges are included in the discount calculations at the order level.
  8. In the Document Template section, specify this information:
    Billing Invoice
    Select the billing invoice for the process level.
  9. On the Order Entry Defaults tab, specify this information:
    Default Order Type
    Select the default order type to use when an order is placed and the operator's order type is blank.
    Default Cancellation Reason
    Specify a reason code and its description to use when an order is canceled.
    Default Ship Days
    Specify the number of days it takes for orders to be shipped. This number of days is added to the order date to calculate the expected ship date for an order.
    Cash On Delivery Hold Code
    Select a hold code that is used for Cash on Delivery invoices. Hold codes are set up in Receivables.
    Cash In Advance Hold Code
    Select a hold code for on-hold placed orders if Cash in Advance has not been paid for all invoices in the process level.
    Default Location
    Select an inventory location to use as the default on all orders.
  10. In the Invoicing section, select the Invoice Detail check box to specify that lot and serial numbers are printed on invoices.
  11. On the Order Acceptance tab, specify this information:
    Name
    Specify the name from where the order is originated. If this field is blank, then the process level address is the default.
    Country
    Select a country code.
    Street Address
    Specify the street address of the order address.
    City
    Specify the city of the order address.
    State/Province
    Select the state or province of the order address.
    Post Code
    Specify the postal code of the order address.
    County/District
    Specify the county or district of the order address.
    Type
    Select the type of address.
    Latitude
    Specify the latitude of the location.
    Longitude
    Specify the longitude of the location.
    Altitude
    Specify the altitude of the location.
    Tax Exempt
    Select whether the originating order address is Taxable or Exempt.
    Tax Code
    Select a code representing a specific tax information.
  12. Click Save.