Creating a line item type

These instructions apply to Payment, Payment Reversal, and Penalty line item types. Other types of line item setups, such as adjustments and service based line items, require additional information.

  1. Select Billing > Setup > Billing > Line Item Setup.
  2. In the Line Item Setup tree, browse to the node for the type of line item that you are creating.
  3. Right-click the line item type node and select Create "Line Item" Setup.
  4. Specify this information:
    Name
    Specify a name for the line item.
    Description
    Specify a description for the line item.
    Print Text
    Specify the text that will describe the line item on printed bills.
    Tax Inclusive
    Select this check box if the line item type is tax inclusive.
    Multi-Distributional
    Select this check box if the line item type is multi-distributional.

    Within Infor Public Sector, the Tax Inclusive and Multi-Distributional check boxes are only used to flag journal entries in the JOURNAL table. Any further processing is handled by an external accounting system after journal entries are exported to the general ledger.

    Effective Date
    Specify the date to start using the line item.
  5. Click Save.