BR120 - Billing Calculation
** Form purpose
Run Billing Calculation (BR120) to calculate the billable activity amounts you
want to include on a client's invoice. You can run this program by
collection, activity group, activity, or activity list.
** Process at a glance
1. Run Billing Calculation
2. Edit the invoice parameters using Invoice Worksheet
3. Run Billing Invoice Reporting to review the invoice
4. Create the invoice using this form
5. Run Transaction Interface (AR560) to interface records to Accounts
Receivable
** Decision/Impact
This program lets you to create invoices and credit memos that have both
positive and negative lines. If the activity account category net balance is
positive, the lines print on an invoice. If the net balance is negative, the
lines print on a credit memo.
Journal entries made from the billing process post the billed or unbilled
transaction back into Activity Management. When the program is run, the
balance on the revenue level activity is evaluated to determine whether there
is a balance in the billed or unbilled fields. If a balance exists in the
unbilled field, the entry is applied to the unbilled account category up to
the balance. Any remaining balance is then applied to the billed account
category. If a balance exists in the billed field, the entire balance is
applied to the billed account category.
The Update option lets you choose whether to create the invoice (and credit
memo) interface records and update the activities you selected with the new
billing calculations, or to view a report of the calculations that will be
performed when you choose to update.
** Application integration
When Activity Management invoices are interfaced into Accounts Receivable,
they are summarized by activity account category. The Lawson Accounts
Receivable system does not allow mixed (positive and negative) line items on
an invoice or a credit memo.
** More help
Pass through billing is not updated to the billed amount and is not calculated
against the maximum for the billing parameters. Pass through billing always
posts to the unbilled account.
Updated Files
ACBILL -
ACBILLX -
ACCEILINGX -
ACCLGTRANS -
ACCNTRACT -
ACHISTCLG -
ACINVAUDIT -
ACINVDTL -
ACINVHDR -
ACMILESTNX -
ACMONITOR -
ACOBJID -
ACRETNG -
ACRETNGX -
ACTRANS -
CKPOINT -
CUSTEP -
MXLISTHDR -
MXLISTMBR -
TXCODEMAST -
TXCOMPANY -
TXTAXCODE -
TXTAXTABLE -
Referenced Files
ACACCTCAT -
ACACCTCATX -
ACACTGRP -
ACACTIVITY -
ACACTMXVAL -
ACAMCODE -
ACASSIGN -
ACBLMAST -
ACBRDNTRAN -
ACCOLGRP -
ACCOLGRPX -
ACCUSTOMER -
ACIFACTV -
ACLEVEL -
ACMILESTN -
ACPERCCMPL -
ACRETAIN -
ACRETAINX -
ACSTATUS -
ACUOM -
AGINGCODE -
APACCRCODE -
ARCOMP -
ARCUSTFLDS -
ARCUSTGRP -
ARCUSTOMER -
ARCUSTTOTS -
ARLOCKBOX -
ARPAYMENT -
BILLTO -
CUCONV -
CURELAT -
CUSTDESC -
EPTRANS -
GLSYSTEM -
INSTCTRYCD -
INSTREGN -
MXCATDEF -
MXELEMENT -
MXLISTDTL -
MXOBJCAT -
NATACCT -
NATBALANCE -
OECUST -
STATICCUST -
TXTAXRATE -
WFSETUP -
INVOKED Programs
ACSR
BRIP
ACCL
API4
ACAC
IFCU
IFSG
IFAC
IFAU
SLSE
SLSU
IFGT
GLCC
IFOB
IFRS
IFSC
SLSB
IFJR
SLFD
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