Billing User Guide

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About this guide
Billing overview
Billing interfaces with other applications
Planning for Billing setup
Concepts in this chapter
Setup hierarchy in Lawson
Effects of the Currency application in Billing
Effects of the General Ledger application in Billing
Effects of the Cash Management application in Billing
Effects of the Tax application in Billing
Effects of the Accounts Payable application in Billing
Effects of the Inventory Control application in Billing
Item group
Inventory locations
General Ledger category
Inventory classes
Item master
Item location
Planning your Inventory Control setup for Billing
Effects of the Purchase Order application in Billing
Effects of the Invoice Matching application in Billing
Effects of the Accounts Receivable application in Billing
Customer group
Customer class
Hold codes
Planning your Accounts Receivable setup for Billing
Setting up Billing
Concepts in this chapter
About company
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
Procedures in this chapter
Setting up the Billing company
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)
Setting up pricing
Concepts in this chapter
About setting 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)
About using 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)
About pricing using multiple currencies (BL/DST)
Price book (BL/DST)
Procedures in this chapter
Defining price bases (BL/DST)
Options for defining price bases
Related reports and inquiries
Defining price lists
Options for defining price list
Related reports and inquiries
Defining a contract (BL/DST)
Assigning contracts to sales classes or items
Related reports and inquiries
Defining a promotion (BL/DST)
Assigning promotions to sales classes or items
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
Creating invoices and credit memos
Concepts in this chapter
Sources of invoices
Creating shipment-related invoices
Billing adjustment
Changes to unreleased and released invoices
Down payments in Billing
Procedures in this chapter
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
Procedures in this chapter
Defining a master recurring invoice
Defining a customer recurring invoice
Mass creating 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
Procedures in this chapter
Editing invoices before printing
Printing invoices and credit memos
Printing invoices and credit memos
Creating and sending electronic invoices
Updating invoices and credit memos
Interfacing invoices and credit memos
Closing 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
Using Lawson Attribute Matrix attributes
Concepts in this chapter
Attribute Matrix
Attribute
Element
Applications of attributes
List
Using lists
Automatic list
Example of an automatic list
Manual list
Procedures in this chapter
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
Using electronic payment processing for ship immediate orders
Settlement
Failed settlement
Releasing electronic payment invoices
Choosing not to require authorization and settlement
Accounting of electronic payment transaction accounts
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