Billing User Guide

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About this guide
Billing overview
Billing interfaces with other applications
Billing setup plans
Concepts in this chapter
Set up related Lawson applications
Setup hierarchy in Lawson
Currency application effects in Billing
General Ledger application effects in Billing
Cash Management application effects in Billing
Tax application effects in Billing
Accounts Payable application effects in Billing
Inventory Control application effects in Billing
Item group
Inventory locations
General Ledger category
Inventory classes
Item master
Item location
Plan Inventory Control setup for Billing
Purchase Order application effects in Billing
Invoice Matching application effects in Billing
Accounts Receivable application effects in Billing
Customer group
Customer class
Hold codes
Plan Accounts Receivable setup for Billing
Billing setup
Concepts in this chapter
Company setup BL/DST
Process level
Company or process level invoices (BLD/DST)
User fields (BL/DST)
Primary General Ledger accounts (BL/DST) default setting
Invoice type
Reason code
Booking
Item comment types
Set up Billing application
Setting up the Billing company (BL/DST)
Setting up process levels (BL/DST)
Setting up ship-to addresses (BL/DST)
Adding standard comments (BL/DST)
Cross-referencing item numbers (BL/DST)
Assigning default General Ledger accounts (BL/DST)
Options for setting up a sales class account record
Related reports and inquiries
Setting up invoice types (BL/DST)
Setting up reason codes (BL/DST)
Defining add-on charges (BL/DST)
Assigning add-on charges to items (BL/DST)
Defining freight codes (BL/DST)
Setting up electronic payment (EP) types (BL/DST)
Setting up customer codes (BL/DST)
Planning to add billing information to a customer (BL/DST)
Set up pricing
Concepts in this chapter
Set up pricing (BL/DST)
Price base (BL/DST)
Price base modifier (BL/DST)
Price list (BL/DST)
Options for applying discounts (BL/DST)
Contract (BL/DST)
Promotion (BL/DST)
Amalgamated pricing (BL/DST)
Default pricing hierarchy (BL/DST)
Location-based pricing (BL/DST)
Use of multiple units of measure pricing (BL/DST)
Broken case charge (BL/DST)
Sell price unit of measure (BL/DST)
Pricing worksheet (BL/DST)
What If pricing (BL/DST)
Multiple currencies (BL/DST)
Price book (BL/DST)
Set up pricing structure
Defining price bases (BL/DST)
Options for defining price bases
Related reports and inquiries
Defining price lists
Options for defining price list
Defining price lists for sales classes
Defining price lists for items
Related reports and inquiries
Defining a contract (BL/DST)
Defining contracts to sales classes or items
Defining a promotion for a specific item
Related reports and inquiries
Defining a promotion (BL/DST)
Defining promotions for a specific sales class
Defining a promotion for a specific item
Related reports and inquiries
Creating and printing price books (BL/DST)
Performing a price inquiry (BL/DST)
Using pricing worksheets (BL/DST)
Options for creating and updating pricing worksheets
Related reports and inquiries
Setting up discount codes
Create invoices and credit memos
Other sources of invoices
Concepts in this chapter
Invoice Sources
Create a shipment-related invoices
Billing adjustment
Changes to unreleased and released invoices
Down payments in Billing
Create and process invoices
Creating invoices and credit memos
Maintaining unreleased invoices and credit memos
Maintaining released invoices and credit memos
Performing a billing adjustment
Creating recurring invoices
Concepts in this chapter
Recurring invoice
Recurring invoices setup in Billing
Master recurring invoice
Customer recurring invoice
Zero-after option
Recurring charge entry
Frequency of recurring invoices
Calculation of billing frequency in Billing
Define and manage recurring invoices
Defining a master recurring invoice
Defining a customer recurring invoice
Creating mass customer recurring invoices
Related reports and inquiries
Managing item quantities on recurring invoices
Follow-up tasks
Related reports and inquiries
Assigning responsibility for updating item quantities
Assigning responsibility for updating add-on charges
Printing and updating invoices and credit memos
Concepts in this chapter
Eligibility of an invoice for printing
Process of printing invoices and credit memos
Updating subsystems with invoice information
Manage released invoices
Editing invoices before printing
Printing and updating invoices and credit memos
Printing invoices and credit memos
Creating and sending electronic invoices
Updating invoices and credit memos
Interfacing invoices and credit memos
Close the Billing period
Concepts in this chapter
Practice in closing a Billing period
Options when closing the Billing period
Procedures in this chapter
Closing the Billing Period
Use of Lawson Attribute Matrix attributes
Concepts in this chapter
Attribute Matrix
Attribute
Element
Applications of attributes
List
Use of lists
Automatic list
Example of an automatic list
Manual list
Set up of attributes
Loading Lawson-defined attributes and elements
Defining an attribute
Follow-up tasks
Related reports and inquiries
Assigning attribute values to a customer
Defining an automatic list
Optional procedure for creating an automatic list
Related reports and inquiries
Or Group logic tables
Defining a manual list
Optional procedure for creating a manual list
Related reports and inquiries
Interfacing valid attribute value ranges to Attribute Matrix (BL)
Electronic Payment overview
Concepts in this appendix
Electronic payment processing
Authorization
Attempted authorization
Failed authorization
Troubleshooting a failed authorization
Batch release of electronic payment orders
Authorization on sales orders
Use of electronic payment processing for ship immediate orders
Settlement
Failed settlement
Release of electronic payment invoices
Opt not to require authorization and settlement
Accounting of electronic payment transaction accounts
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