Lawson Insight Technical Documentation


ERDs Tables Elements Libraries App Forms

AP30

AP30.1 - Invoice Maintenance

Use AP30.1 (Invoice Maintenance) to maintain released invoices.

If an invoice is not in balance, an out-of-balance indicator displays in the
"OB" field. The type of indicator displayed is determined by the type of
out-of-balance condition that exists. "D" (Distributions) displays if the
total invoice distribution amount does not equal the invoice amount. "P"
(Payments) displays if the total payment amount scheduled for the invoice does
not equal the total invoice amount. "T" (Tax) displays if the total invoice
tax distribution amount does not equal the invoice tax amount. An asterisk (*)
displays if more than one out-of-balance condition exists. Use AP30.2
(Distribution Adjustments) to correct distribution errors. Use AP30.3 (Payment
Schedule Adjustment) to correct an invoice payment schedule. To select an
invoice for transfer to another form, select the "X" (Select) line action and
transfer to another form.

To maintain invoice options including process level, description, invoice
accrual code, tax amount, purchase order, and voucher number, choose the Misc
button to open the Invoice Options subform.

To maintain pay vendor and remit to information, choose the Pay button to open
the Pay To subform.

To maintain recurring invoice information, choose the Recur button to open the
Recurring subform. If the invoice was not defined as recurring in AP20
(Invoice Entry), the button does not display.

You cannot maintain the invoice number, type, date, amount (except on a
recurring invoice not yet processed by AP175), or currency of a released
invoice. Use AP30.4 (Invoice Cancel) to cancel an invoice, if needed.

Run AP230 (Open Payables Report) to list released invoices for a company.






Updated Files

    APAUDIT    - This program creates audit records if invoice audit in the
                 accounts payable company file is set to Yes.


    APDISTRIB  - Changes and deletes accounts payable distribution records when
                 an invoice is changed or canceled.


    APINVOICE  - This program changes and deletes accounts payable invoice
                 records.


    APPAYMENT  - This program changes and deletes accounts payable payment
                 records when an invoice is changed or canceled.


    APVENBAL   - This program adds records to the Lawson Accounts Payable
                 system vendor balance file when the remit to, invoice amount,
                 or invoice date is changed or the invoice is canceled.



Referenced Files

    APACCRCODE - Used to edit the invoice accrual code.

    APCOMMENTS - Used to determine if vendor or invoice comments exist.

    APCOMPANY  - Edits the company number.

    APPAYGROUP - Validates pay group.

    APPROCLEV  - Edits the process level.

    APVENGROUP - Edits the vendor group.

    APVENLOC   - Edits the vendor location.

    APVENMAST  - Edits the vendor number.

    EECOMMENTS - Used to determine if employee expense comments exist.


AP30.2 - Distribution Adjustments

Use AP30.2 (Distribution Adjustments) to maintain distributions for a
released invoice.

Use the Distributions tab to maintain general distribution information.

The total distribution amount must equal the invoice amount, and the total tax
distribution amount must equal the total tax amount before the distributions
can be processed by AP175 (Invoice Distribution Closing).

If you used AP23.1 (Quick Entry for Transit Distributions) to enter the
invoice, set the Final Distrib Fl field to Yes. You cannot change or delete
the transit distribution that is displayed. Enter the final distribution on
the line below the transit distribution. When you use the Change action form,
a reverse entry is automatically created for the transit distribution.

If you changed a distribution tax amount and the total tax distribution amount
does not equal the invoice tax amount, choose the Tax Amt button to open the
Tax Amount subform. Use the subform to adjust the total tax amount of the
invoice.

To define or maintain tax information for a tax distribution, choose the Tax
button to open the Tax subform.

To define or maintain optional distribution information including activity,
unit amount, reference, description, and Intrastat distribution line
information, choose the More button to open the  Distribution Options subform.
Choose the AM button in the Distribution Options subform to define fixed asset
distributions.

Use the Intrastat Information tab to define or maintain Intrastat information
for a  released invoice.

Run AP230 (Open Payables Report) to list released invoices for a company.








Updated Files

    ACCOMMIT   - Creates an activity management commitment record.

    ACCOMMITX  - Creates an activity management commitment record.

    AMCONTROL  - Updated when adding or changing account groups. A record is
                 added to the AMCONTROL file for each company used in the AM
                 system.


    AMINTER    - Updates interfaced asset information.

    AMRPRINTER - Updates asset repair information.

    APASTDTL   - Creates, updates, or validates asset detail records.

    APAUDIT    - Adds audit records when a distribution is added, changed, or
                 deleted.


    APDISTRIB  - This program changes, adds, and deletes accounts payable
                 invoice distribution records.


    APINVOICE  - This program changes the accounts payable invoice records.

    APUAVAL    - Updates user analysis information.

    GLCOMMENT  - Referenced or updated by general ledger common routines.

    INSTDETAIL - Maintains Intrastat detail information.

    INSTHEADER - Maintains Intrastat header information.

    INSTNBR    - Keeps track of most recently assigned Intrastat number and
                 assigns the next number to the next transaction that requires
                 Intrastat reporting.


    RJBRIDGE   - Referenced or updated by general ledger common routines.

    RJCONTROL  - Referenced or updated by general ledger common routines.

    RJSCHEDULE - Referenced or updated by general ledger common routines.

    TXCODEMAST - Validates tax code. Does not update.

    TXCOMPANY  - Referenced by tax common routines. Does not update.

    TXTAXCODE  - Edits the tax code.

    TXTAXTABLE - Edits the tax table code.

    TXTAXTRAN  - This program deletes a tax transaction record when an accounts
                 payable invoice distribution record that has a tax code is
                 deleted and adds a tax transaction record when a distribution
                 is added with a tax code.



Referenced Files

    ACACCTCAT  - Referenced by activity management common routines.

    ACACTGRP   - Referenced by activity management common routines.

    ACACTIVITY - Referenced by activity management common routines.

    ACCAL      - Referenced by activity management common routines.

    ACCALX     - Referenced by activity management common routines.

    AMASSET    - Edits for a change or delete in Posting Book. Not allowed if
                 assets exist.


    AMTEMPLATE - Interfaces asset information from the Accounts payable system.

    APACCRCODE - Edits the invoice accrual code.

    APCOMPANY  - Edits the company number.

    APCPYVND   - Used to retrieve company specific defaults for a vendor.

    APHLDINV   - Used to determine if a transaction or vendor is on hold.

    APPAYGROUP - Validates pay group.

    APPROCLEV  - Validates process level.

    APVENCLASS - Edits the vendor class.

    APVENGROUP - Edits the vendor group.

    APVENLOC   - Validates the vendor location.

    APVENMAST  - Edits the vendor number.

    CUCONV     - Edits the currency exchange rate.

    CURELAT    - Edits the currency relationship.

    GLADDRESS  - Address information is returned if needed.

    GLCHART    - Referenced by general ledger common routines.

    GLCODES    - Used for subledger control.

    GLINTCO    - Edits the intercompany relationship.

    GLNAMES    - Edits the general ledger accounting unit.

    GLSRCCODE  - Referenced by general ledger common routines.

    GLSYSTEM   - Used to verify the existence of a general ledger company.

    GLZONE     - Referenced by general ledger common routines.

    INSTATPROC - Validates the Intrastat procedure code.

    INSTCMDTY  - Validates the Intrastat commodity code.

    INSTCTRYCD - Validates the Intrastat country code.

    INSTNOTC   - Validates the Intrastat nature of transaction code.

    INSTPORTS  - Validates the Intrastat ports code.

    INSTREGN   - Validates the Intrastat region code.

    INSTUOM    - Validates the Intrastat secondary unit of measure.

    SYSTEMCODE - Validates the system code updating general ledger and updated
                 the object id.


    TXTAXRATE  - Used to validate the tax rate.


AP30.3 - Payment Schedule Adjustment

Use AP30.3 (Payment Schedule Adjustment) to define and maintain a payment
schedule for a released invoice. You can add new payments or maintain
existing, open or scheduled payments for an invoice. If you paid part of the
invoice amount, you can maintain the remaining open payments.

You can create a new payment schedule manually or create one automatically. To
create a payment schedule automatically, type the number of payments required
in the Split Number field, select a Split Schedule, and select the Split form
action. The system splits the invoice amount equally into the number of
payments specified.

The full invoice discount amount, if any, is applied to the first payment. To
maintain discount information for a scheduled payment, choose the Dsc button
to open the Discounts subform.

The total payment amount must equal the invoice amount before the scheduled
payments can be processed by AP175 (Invoice Distribution Closing).





Updated Files

    APAUDIT    - Adds audit records when a payment is added, changed, or
                 deleted.


    APHLDINV   - Used to determine if a transaction or vendor is on hold.

    APINVOICE  - This file is changed when a payment record is changed.

    APMONITOR  - Records are added to this file when a payment record has been
                 split, changed, or deleted and has been scheduled for payment
                 by AP150 (Cash Requirements).


    APPAYMENT  - This file's records are changed by, added to, and deleted by
                 the program.


    CBBANKINST - Validates payment code and updates used flag.

    CBCASHCODE - Validates cash code and updates used flag.

    CBCPYCASH  - Validates company - cash code relationship and updates used
                 flag.



Referenced Files

    APCOMPANY  - Edits the company number.

    APCPYVND   - Used to retrieve company specific defaults for a vendor.

    APDISCCODE - Validates discount code.

    APPAYGROUP - Validates pay group.

    APPROCLEV  - Validates process level.

    APVENCLASS - Edits the vendor class.

    APVENGROUP - Edits the vendor group.

    APVENLOC   - Validates vendor location.

    APVENMAST  - Edits the vendor number.

    CBUSER     - Validates user can access cash code.

    CBUSRCLASS - Validates all users for cash code.

    CUCONV     - Edits the currency exchange rate.

    CURELAT    - Edits the currency relationship.

    GLSYSTEM   - Used to verify the existence of a general ledger company.


AP30.4 - Invoice Cancel

Use AP30.4 (Invoice Cancel) to cancel a released invoice. You might need to
cancel a released invoice if the invoice number, type, date, amount, or
currency is incorrect. You can re-enter canceled invoices in AP20 (Invoice
Entry) using the same invoice number, if needed. The invoice you are canceling
cannot have any payments made against it.

If an invoice is not in balance, an out-of-balance indicator displays in the
"OB" field. The type of indicator displayed is determined by the type of
out-of-balance condition that exists. "D" (Distributions) displays if the
total invoice distribution amount does not equal the invoice amount. "P"
(Payments) displays if the total payment amount scheduled for the invoice does
not equal the total invoice amount. "T" (Tax) displays if the total invoice
tax distribution amount does not equal the invoice tax amount. An asterisk (*)
displays if more than one out-of-balance condition exists. Use AP30.2
(Distribution Adjustments) to correct distribution errors. Use AP30.3 (Payment
Schedule Adjustment) to correct an invoice payment schedule. To select an
invoice for transfer to another form, select the "X" (Select) line action and
transfer to another form.

If active comments exist for an invoice, an asterisk displays in the "C"
field.

If the invoice has been processed by AP170 (Payment Closing), you must void
the payment in the Lawson Cash Ledger system and run AP190 (Invoice
Reinstatement) to reinstate the invoice before you can cancel it.

If the invoice has been processed by AP175 (Invoice Distribution Closing), the
system uses the cancel date you define to post reversing entries to the
expense and liability accounts in the general ledger the next time you run
AP175. The system creates reversing entries only if the invoices was posted
before the cancellation. If the invoice was not posted, the system does not
make entries to the general ledger.

Note: The cancellation process does not delete the invoice. Canceled invoices
display in AP90 (AP Inquiries), AP92 (Vendor Invoices), and AP95 (AP
Distribution Inquiry).







Updated Files

    ACCOMMIT   - Deletes activity management commitment record.

    ACCOMMITX  - Deletes activity management commitment record.

    AMCONTROL  - Referenced or updated by asset management common routines.

    AMINTER    - Referenced or updated by asset management common routines.

    AMRPRINTER - Referenced or updated by asset management common routines.

    APASTDTL   - Deletes asset detail records.

    APAUDIT    - Creates audit records.

    APCRMEMO   - Deletes credit memo records.

    APDISTRIB  - Updates distribution records.

    APHLDINV   - Used to determine if a transaction or vendor is on hold.

    APINVOICE  - Updates invoice records.

    APMONITOR  - Updates monitor records.

    APPAYMENT  - Updates payment records.

    APUAVAL    - Updates user analysis information.

    APVENBAL   - Updates vendor balances.

    EEADVANCE  - Updates employee advance records.

    EEDISTRIB  - Updates expense distribution records.

    EEMATCHING -

    GLCOMMENT  - Referenced or updated by general ledger common routines.

    INSTDETAIL - Updates Intrastat detail records.

    INSTHEADER - Updates Intrastat header records.

    PORETURNHD - Referenced or updated by purchase order common routines.

    RJBRIDGE   - Referenced or updated by general ledger common routines.

    RJCONTROL  - Referenced or updated by general ledger common routines.

    RJSCHEDULE - Referenced or updated by general ledger common routines.

    TXCOMPANY  - Referenced by tax common routines. Does not update.

    TXTAXCODE  - Validates tax codes.

    TXTAXTRAN  - Updates tax transaction records.


Referenced Files

    ACACCTCAT  - Referenced by activity management common routines.

    ACACTGRP   - Referenced by activity management common routines.

    ACACTIVITY - Referenced by activity management common routines.

    ACCAL      - Referenced by activity management common routines.

    ACCALX     - Referenced by activity management common routines.

    AMTEMPLATE - Referenced by activity management common routines.

    APACCRCODE - Validates invoice accrual code.

    APCOMMENTS - Validates if comments exist for invoice.

    APCOMPANY  - Validates company.

    APCPYVND   - Used to retrieve company specific defaults for a vendor.

    APHLDINV   - Used to determine if a transaction or vendor is on hold.

    APPAYGROUP - Validates pay group.

    APPROCLEV  - Validates process level.

    APVENCLASS - Validates vendor class.

    APVENGROUP - Validates vendor group.

    APVENLOC   - Validates vendor alternate location.

    APVENMAST  - Validates vendor.

    CUACCT     - Referenced by general ledger currency common routines.

    CUCONV     - Referenced by general ledger currency common routines.

    CURELAT    - Used in general ledger common routines.

    EECOMMENTS - Validates whether employee expense comments exist.

    GLADDRESS  - Referenced by general ledger common routines.

    GLCHART    - Referenced by general ledger common routines.

    GLCODES    - Referenced by general ledger common routines.

    GLNAMES    - Referenced by general ledger common routines.

    GLSYSTEM   - Referenced by general ledger common routines.

    SYSTEMCODE - Validates the system code updating general ledger and updated
                 the object id.



INVOKED Programs

    IFCC
    IFCU
    IFCR
    IFSG
    IFAC
    ACAC
    IFAU
    SLSE
    SLSU
    IFOB
    IFRS
    SLSS