Setting up process levels (BL/DST)

You can use process levels to report or process units in your company, such as a division or sales office. You can set up process levels in your company.

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

Procedure flow: Setting up process levels
  1. Access Process Level (BL01.1).
  2. Specify header information.
  3. Optionally, you can specify a Remit To address that is specific to this process level in the Remit To tab.

    If you did not specify an address, then your 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 on. 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.

  4. Optionally, you can replace existing company level account decisions. Select the default general ledger accounts in the GL Accounts tab and specify the accounting unit, account, and sub account to default in the Rounding field.

    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 , use unique invoice prefixes.

  5. To control invoicing by process level, select the invoicing parameters in the Invoicing tab. Specify this information:
    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 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 invoices when using the Lawson 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)

  6. In the OE Defaults tab, specify the order processing parameters such as default order type, cancellation reason, ship days, and location.
  7. To identify the point of order acceptance for tax purposes, specify the origination address in the Order Acceptance tab. If you do not type an address, the default process level address is set.
  8. Click Add.

Related Reports and Inquiries

To Use
List company process level options Process Level Listing (BL201)