Setting up process levels (BL/DST)

If you did not specify an address, then your Billing company becomes the default Remit To address. Specify your EDI number. You and your trading partner must decide on the EDI number with yp to 15 digits to use onBilling. To assign an EDI number to a customer, open Customer (AR10.1). For special order items, the you can use the default sales and cost accounts from the process level.

If you set the Rounding to W (Nearest whole amount) on the Invoice Options tab of Company BL00.1, you can only use Rounding Accounting Unit, Account, and Sub Account for BL invoicing. To avoid the duplication of invoice numbers in Accounts Receivable, use unique invoice prefixes.

Invoice Prefix

Specify an invoice prefix to precede the invoice number. You can use this prefix to identify the invoices created by your company or process level.

Credit Memo Prefix

Specify a credit memo prefix to precede the credit memo number. You can use this prefix to identify the credit memos created by your company or process level.

Recurring Invoice Prefix

Specify a recurring invoice prefix to precede the recurring invoice number. You can use this prefix to identify the recurring invoices created by your company or process level.

Run Invoice Print Edit

Select Yes (Y) to require the use of Invoice Print Edit Report (BL121) in Billing before printing and finalizing invoices.

Print Final COD Invoice

Select whether you want to create and print two invoices for Cash On Delivery orders or not.

You can create and print an invoice for the driver and another one for the customer. If you select Yes, then you can print and send the first invoice with the delivery driver. When the driver returns with the payment, you apply the necessary changes and then print the second invoice to send to the customer for records.

Apply Discounts to Add-On Charges

Select whether to include add-on charges in the discount calculations at the order level or not.

Apply Terms to Add-On Charges

Select whether to include add-on charges in the terms calculations or not.

If you include a discount in the payment terms and you set it to No, then you cannot include the amount for add-on charges in the order total from which you calculate the terms discount.

Apply Terms to Freight Charges

Select whether freight charges are included in the terms calculations or not.

If you include a percentage discount in the payment terms and you set it to No, then you cannot include the freight charge amount in the order total from which you calculate the terms discount.

Post Cost For Interface Invoices

Select whether you want to post cost for interface invoices or not.

Tax Print Option

Specify how you want to calculate and print tax on Billing invoices when using the LawsonTax application:

• D (Print tax detail on each line - tax is calculated at the line level)

• P (Include tax in line amounts and print a summary of tax information - tax is calculated at the line level)

• S (Print a summary of tax information - tax is calculated at the line level)

• T (Print a summary of tax information - tax is calculated at the summary level)

• B (Print tax at the line and summary levels - tax is calculated at the line level)

• X (Print tax at the line and summary levels - tax is calculated at the summary level)