Recalculating Billing and Revenue Amounts After Posting

Use this procedure to recalculate billing and revenue amounts for transactions that have been posted using Activity Posting (AC190), but have not yet been processed by Invoice Calculation (BR120) and/or Revenue Calculation (BR130)

You can not use BR190 to recalculate billing and revenue amounts for transactions that have already been billed or have recognized revenue. For more information on editing these amounts, see the Billing and Revenue Management User Guide.

To recalculate billing and revenue amounts after posting

  1. Access Billing and Revenue Recalculation (BR190).
  2. On the Account Category tab, use the following guidelines to enter field values.
    Activity Group List

    Select a value which represents multiple activity groups for which you want to recalculate billing or revenue amounts.

    Note: If you select an activity group list, leave the Activity Group, Activities and Activity List fields blank.
    Activity Group

    Select the activity group for which you want to recalculate billing or revenue amounts.

    Note: If you select an activity group, leave the Activity Group List, Activities and Activity List fields blank.
    Activities

    Select up to six activities for which you want to recalculate billing and revenue amounts.

    Note: If you select activities, leave the Activity Group List, Activity Group and Activity List fields blank.
    Activity List

    Select a predefined list of activities to which you want to post transactions.

    Note: If you select a list, leave the Activity Group List, Activity Group and Activities fields blank.
    Update

    Select N (No) to recalculate billing and revenue amounts without actually updating transactions. If you select N, you must run Billing and Revenue Recalculation (BR190) again and update your transactions (Update=Y) before you run Invoice Calculation (BR120) or Revenue Calculation (BR130).

  3. On the Account Category tab, use the following guidelines to enter field values:
    Account Category Group

    Select the account category group for which you want to recalculate billing or revenue amounts.

    Note: If you select an account category group, leave the Account Category Type, Account Category, Contract Cat Group and Summary Account Cat fields blank.
    Account Category Type

    Select the account category type for which you want to recalculate billing or revenue amounts.

    Note: If you select an account category type, leave the Account Category Group, Contract Cat Group and Summary Account Cat fields blank.
    Account Category

    Select the account category for which to recalculate billing or revenue amounts.

    Note: If you select an account category, leave the Account Category Group, Account Category Type, Contract Cat Group, and Summary Account Cat fields blank
    Contract Cat Group

    Select the contract category group for which you want to recalculate billing or revenue amounts.

    Note:  If you select a contract category group, leave the Account Category Group, Account Category Type, Account Category and Summary Account Cat fields blank.
    Summary account Cat

    Select the summary account category for which you want to recalculate billing or revenue amounts.

    Note: If you select a summary account category, leave the Account Category Group, Account category Type, Account Category and Contract Cat Group fields blank.
  4. To define additional parameters to recalculate billing and revenue amounts, use the following guidelines to enter fields on the Other Options tab.
    System Code

    Select a code which represents a Lawson application to which you want to post transactions. For example, a GL code will post to the General Ledger application.

    Source Code

    Select a code assigned to a transaction which identifies where the transaction was created.

    Recalculate

    Select the appropriate recalculation option, Billing/Revenue or Revenue.

    Recalculate Transaction on Hold

    Select Y (Yes) to recalculate billing and/or revenue amounts for transactions on hold, or N (No) to skip transactions on hold.

    Transaction Date

    Type the date range for which you want to recalculate billing and revenue amounts.

  5. To define transaction reporting parameters, use the following guidelines to enter fields on the Output Options tab:
    Summarize Report

    Select Y to create a summary report or select N to create a detail report.

    Page Break

    Select G (Activity Group), A (Activity), or N (None) to determine if a page break occurs when the value in this field changes.

Follow-up Tasks

  • After recalculating billing and revenue amounts, run Invoice Calculation (BR120) and/or Revenue Calculation (BR130).