Lawson Insight Technical Documentation

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ERDs
Tables
BR180


BR00.1 - Activity Billing

**Form Purpose
Use Activity Billing (BR00.1) to define and maintain activity billing
parameters. There are six different methods you can bill a customer for: Time
and Materials, Cost Plus, Units of Production, Milestones, Pass Thru, and user
defined.

Note If you choose Time and Materials or Units of Production for your billing
method, you must select a Billing Rates option of Table (T) or Resource (R) to
tell the system where to look for the billing rate. If you select another
billing method, leave the Billing Rates field blank.

**Process at a Glance

1. Define your billable account categories

2. Define billing parameters using this form

3. Assign the billing activity to a customer




Updated Files

    ACBILL     -

    ACBLACTV   -

    ACBLRATE   -

    ACBLRATEX  -

    ACHISTORY  -


Referenced Files

    ACACTGRP   -

    ACACTIVITY -

    ACBILLX    -

    ACBLRATE   -

    ACBLRATEX  -

    ACCNTRACT  -

    ACCUSTOMER -

    ACIFACTV   -

    ACLEVEL    -

    ACMILESTN  -

    ACRETAIN   -

    ACRETNG    -

    ACTRANSERR -


BR00.2 - Billing Detail

**Form Purpose
Use Billing Detail (BR00.2) to define and maintain billing information for an
activity and account category combination, identify a mark-up percent, and
select taxation.

Use this to apply different types of rules based on the account category for
different types of costs.

Note If you choose Time and Materials or Units of Production for your billing
method, you must select a Billing Rates option of Table (T) or Resource (R) to
tell the system where to look for the billing rate. If you select another
billing method, leave the Billing Rates field blank.




Updated Files

    ACBILLX    -

    ACBLACTV   -

    ACBLRATE   -

    ACBLRATEX  -

    ACHISTORY  -

    TXCODEMAST -

    TXCOMPANY  -

    TXTAXCODE  -

    TXTAXTABLE -


Referenced Files

    ACACCTCAT  -

    ACACCTCATX -

    ACACCTCLSS -

    ACACTGRP   -

    ACACTIVITY -

    ACBILL     -

    ACBLRATE   -

    ACBLRATEX  -

    ACCNTRACT  -

    ACCUSTOMER -

    ACIFACTV   -

    ACLEVEL    -

    ACTRANSERR -

    APACCRCODE -

    CUCONV     -

    CURELAT    -

    GLSYSTEM   -

    TXTAXRATE  -


BR00.3 - Ceiling Levels

**Form Purpose
Use Ceiling Levels (BR00.3) to define ceiling levels. Ceiling levels are
maximum amounts that you can set at multiple levels in the activity structure
to limit billing amounts at those levels. You set ceiling amounts at the
activity level on Activity Billing (BR00.1) and at the account category class
or account category level on Billing Detail (BR00.2).

**More Information
Time and Materials and Units of Production billing calculations validate the
labor category defined here. The labor category you select here must match a
labor category rate table defined on Labor Rates (BR03.1), before the ceiling
amounts you define here will take effect.




Updated Files

    ACCEILING  -

    ACCEILINGX -

    ACHISTORY  -


Referenced Files

    ACACCTCAT  -

    ACACCTCATX -

    ACACCTCLSS -

    ACACTGRP   -

    ACACTIVITY -

    ACBILL     -

    ACBILLX    -

    ACBLRATEX  -

    ACCLGTRANS -

    ACIFACTV   -

    ACLEVEL    -

    ACTRANSERR -

    MXCATDEF   -

    MXELEMENT  -

    MXVALIDATE -


INVOKED Programs

    IFAC
    ACAC
    ACCL
    API4
    IFCU
    IFSG
    SLSE
    SLSU

BR01.1 - Retention and Unbilled

**Form Purpose
Use Retention and Unbilled (BR01.1) to release all or a portion of retained
amounts. This form displays the retained amount and the total billed amount.




Updated Files

    ACHISTORY  -

    ACRETNG    -

    ACRETNGX   -


Referenced Files

    ACACCTCAT  -

    ACACCTCLSS -

    ACACTGRP   -

    ACACTIVITY -


BR01.2 - Bill Retention

**Form Purpose
Use Bill Retention (BR01.2) to define and maintain retention parameters. This
form lets you identify the percentage that is to be held back on an invoice.
This form also shows the remaining retained amount (equal to the total
retained amount minus any released amounts), the total billed amount, and the
total released amount.




Updated Files

    ACHISTORY  -

    ACRETNG    -

    ACRETNGX   -


Referenced Files

    ACACCTCAT  -

    ACACCTCLSS -

    ACACTGRP   -

    ACACTIVITY -

    ACCNTRACT  -

    ACGLCODE   -

    ACLEVEL    -

    ACRETNGX   -


BR01.3 - Fee Billing

**Form Purpose
Use Fee Billing (BR01.3) to define fee billing parameters. Fee billing is
used in the Billing and Revenue Management application to reduce billing
amounts.

When you use fee billing, a percentage of the billable contract amount is
included on each invoice (assuming the balance is unbilled) until a preset
ceiling has been billed. Thereafter, no billing occurs. The calculated,
unbilled amounts are billed at later date which is determined by a manual
event. For example, the manual event might be the completion of an audit of
the contract.

This form lets you define the percent billable amount, the total fee, and the
unbilled fee ceiling. The form also displays the remaining unbilled amount
(equal to the total billed amount minus any released amounts), the billed
amount, and the released amount.




Updated Files

    ACHISTORY  -

    ACRETNG    -

    ACRETNGX   -


Referenced Files

    ACACCTCAT  -

    ACACCTCLSS -

    ACACTGRP   -

    ACACTIVITY -

    ACCNTRACT  -

    ACLEVEL    -

    ACRETNGX   -


BR02.1 - Retainer Parameters

**Form Purpose
Use Retainer Parameters (BR02.1) to define and maintain retainer parameters
for a billing activity. A retainer is a fee paid to secure services.
Typically, it is used in a pre-billed or deposit type situation.

**Processing Effect

1. Define a contract using Contract Parameters (BR10.1).

2. Define billing parameters using Activity Billing (BR00.1).

3. Define retainer parameters using Retainer Parameters (BR02.1).

4. Define the retainer invoice and posting dates using Retainer Invoice Entry
(BR02.3).




Updated Files

    ACHISTORY  -

    ACRETAIN   -

    ACRETAINX  -


Referenced Files

    ACACTGRP   -

    ACACTIVITY -

    ACBILL     -

    ACBILLX    -

    ACCNTRACT  -

    ACHISTDTL  -

    ACHISTHDR  -

    ACIFACTV   -

    ACINVHDR   -

    ACLEVEL    -


BR02.2 - Retainer Detail

**Form Purpose
Use Retainer Detail (BR02.2) to maintain additional retainer information for
a retainer of a specific type, such as an amount retainer or a percent
retainer. You can only use this form if retainer records exist.




Updated Files

    ACHISTORY  -

    ACRETAIN   -

    ACRETAINX  -

    MXLISTHDR  -


Referenced Files

    ACACTGRP   -

    ACACTIVITY -

    ACCNTRACT  -

    ACCNTRACTX -


BR02.3 - Retainer Invoice Entry

**Form Purpose
Use Retainer Invoice Entry (BR02.3) to define and maintain a retainer invoice
and posting date.

**Process at a Glance

1. Define a contract using Contract Parameters (BR10.1).

2. Define billing parameters using Activity Billing (BR00.1).

3. Define retainer parameters using Retainer Parameters (BR02.1).

4. Define the retainer invoice and posting dates using Retainer Invoice Entry
(BR02.3).




Updated Files

    ACINVAUDIT -

    ACINVDTL   -

    ACINVHDR   -

    ACOBJID    -

    MXLISTHDR  -


Referenced Files

    ACACTGRP   -

    ACACTIVITY -

    ACBILL     -

    ACBILLX    -

    ACCNTRACT  -

    ACCNTRACTX -

    ACCUSTOMER -

    ACIFACTV   -

    ACLEVEL    -

    ACRETAIN   -

    ACRETAINX  -


INVOKED Programs

    IFCU
    IFSG

BR03.1 - Labor Rates

**Form Purpose
Use Labor Rates (BR03.1) to define and maintain a labor rate table. Rate
tables determine the billing rate to be charged for labor hours during the
life of the activity.

**Process at a Glance

1. Use Attribute (MX00.1) to define the attribute.

2. Use GL05.1 to associate the attributes with the PW (Employee Payroll
Wages) or RS (Resource Entry) source code.

3. Use this form to identify the Rate Schedule for the Labor Attribute

4. Define billing parameters

**More Information
Define labor rates after you set up your billing parameters.

The labor attribute is associated with transactions by the PW or RS source
codes in GL05.1 (Source Code). You attach the labor attribute to the rate
schedule on this form and the rate schedule is attached to the activity.

You can also define billing rates based on units using Unit of Production
Rates (BR03.2). For example, you charge $5 for each nail. You must define the
unit of measure (the nail) in Units of Measure (AC17.1) as Units.

 Use AC17.1 to identify the unit of measure (the action of the activity) as
units or hours. For example, type Hours to indicate the standard cost relates
to the number of hours a contractor worked on the activity. Use the Assign
button to assign Hours units of measure to resources and the UOP button to
assign Units of measure to a rate schedule.




Updated Files

    ACBLRATE   -

    ACBLRATEX  -

    ACHISTORY  -


Referenced Files

    ACACCTCAT  -

    ACACCTCLSS -

    ACACTGRP   -

    ACACTIVITY -

    ACBILL     -

    ACBILLX    -

    ACCEILING  -

    ACCNTRACT  -

    ACIFACTV   -

    ACLEVEL    -

    MXCATDEF   -

    MXELEMENT  -

    MXOBJCAT   -

    MXVALIDATE -


BR03.2 - Units of Production Rates

**Form Purpose
Use Units of Production Rates (BR03.2) to define and maintain billing rates
for units of measure.




Updated Files

    ACBLRATE   -

    ACBLRATEX  -

    ACHISTORY  -


Referenced Files

    ACACCTCAT  -

    ACACCTCLSS -

    ACACTGRP   -

    ACACTIVITY -

    ACBILL     -

    ACBILLX    -

    ACCNTRACT  -

    ACIFACTV   -

    ACLEVEL    -

    ACUOM      -


BR03.3 - Labor Category Assignment

**Form Purpose
Use Labor Category Assignment (BR03.3) to assign labor category values to an
activity or an activity and account category. This form is used to define
which labor category values can be used within an activity or within an
activity and account category.

These assignments are used with the Cost Plus billing method. Transactions
entered on Resource Journal Entry (AC41) will have these values edited online.
Other transactions will be edited by Activity Posting (AC190). If an invalid
value is entered on the transaction, it will appear in the AC190 error report.
A blank value is also considered an invalid value.

Updated Files

    ACBLRATE   -

    ACBLRATEX  -

    ACHISTORY  -


Referenced Files

    ACACCTCAT  -

    ACACCTCLSS -

    ACACTGRP   -

    ACACTIVITY -

    ACBILL     -

    ACBILLX    -

    ACCNTRACT  -

    ACIFACTV   -

    ACLEVEL    -

    MXCATDEF   -

    MXELEMENT  -

    MXOBJCAT   -

    MXVALIDATE -


INVOKED Programs

    IFCU
    IFSG
    IFSC

BR04.1 - Burden Bill Rates

**Form Purpose
Use Burden Bill Rates (BR04.1) to define burden rates for the burden code and
pool. You can have multiple rates with different effective dates.




Updated Files

    ACBRDNBLRT -

    ACBRDNBLRX -

    CKPOINT    -


Referenced Files

    ACACTGRP   -

    ACACTIVITY -

    ACBILL     -

    ACBRDNDTL  -

    ACBRDNHDR  -

    ACBRDNPOOL -

    ACBRDNPRRT -

    ACBRDNTYPE -


BR05.1 - Milestones

**Form Purpose
Use Milestones (BR05.1) to display and maintain milestones. A milestone is a
significant point in an activity. Milestones can be defined in days, dates,
percent complete, and manual milestones. Milestones can only be defined for
posting level activities. You can either define milestones for personal
tracking, or for automatic billing when a task is complete.




Updated Files

    None.


Referenced Files

    ACACCTCAT  -

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACBILL     -

    ACCNTRACT  -

    ACCNTRACTX -

    ACLEVEL    -

    ACMILESTN  -


BR05.2 - Days Milestones

**Form Purpose
Use Days Milestones (BR05.2) to define and maintain milestones in terms of
days. A milestone is a significant point in an activity. Use the days
milestones form to identify the significant days in the project when steps to
the activity should be completed. You can either define milestones for
personal tracking, or for automatic billing when a task is complete.




Updated Files

    ACHISTORY  -

    ACMILESTN  -

    ACMILESTNX -


Referenced Files

    ACACCTCAT  -

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACBILL     -

    ACBILLX    -

    ACCNTRACT  -

    ACCNTRACTX -

    ACIFACTV   -

    ACLEVEL    -


BR05.3 - Date Milestones

**Form Purpose
Use Date Milestones (BR05.3) to define and maintain milestones in terms of
dates. A milestone is a significant point in an activity. Use the dates
milestones form to identify the significant dates in the project when steps to
the activity should be completed. You can either define milestones for
personal tracking, or for automatic billing when a task is complete.




Updated Files

    ACHISTORY  -

    ACMILESTN  -

    ACMILESTNX -


Referenced Files

    ACACCTCAT  -

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACBILL     -

    ACBILLX    -

    ACCNTRACT  -

    ACCNTRACTX -

    ACIFACTV   -

    ACLEVEL    -


BR05.4 - Percent Complete Milestones

**Form Purpose
Use Percent Complete Milestones (BR05.4) to define and maintain milestones in
terms of percent complete. A milestone is a significant point in an activity.
Use the percent complete milestones form to identify how much is complete for
each milestone.(For example, 756514051102f the foundation is built.) You can either
define milestones for personal tracking, or for automatic billing when a task
is complete.




Updated Files

    ACHISTORY  -

    ACMILESTN  -

    ACMILESTNX -


Referenced Files

    ACACCTCAT  -

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACBILL     -

    ACBILLX    -

    ACCNTRACT  -

    ACCNTRACTX -

    ACIFACTV   -

    ACLEVEL    -


BR05.5 - Manual Milestones

**Form Purpose
Use Manual Milestones (BR05.5) to define and maintain milestones manually. A
milestone is a significant point in an activity. You can either define
milestones for personal tracking, or for automatic billing when a task is
complete.

Unlike days, date, or percent complete milestone, that are identified by a
set schedule and updated and billed regardless of the project status, manual
milestones let you change the status when the milestone is reached.


Updated Files

    ACHISTORY  -

    ACMILESTN  -

    ACMILESTNX -


Referenced Files

    ACACCTCAT  -

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACBILL     -

    ACBILLX    -

    ACCNTRACT  -

    ACCNTRACTX -

    ACIFACTV   -

    ACLEVEL    -


INVOKED Programs

    IFCU
    IFSG

BR06.1 - Invoice Groups

**Form Purpose
Use Invoice Groups (BR06.1) to define one or more invoice groups. Use invoice
groups to group activities on a specific invoice within a contract and assign
consecutive invoice numbers to the activities within the invoice group.

**More Information
Use Invoice Group Numbering (BR07.1) to assign invoice numbers to an invoice
group.

Associate an invoice group with an activity on Activity (AC10.1).




Updated Files

    ACWBSCODE  -

    CKPOINT    -


Referenced Files

    ACACTIVITY -


BR07.1 - Invoice Group Numbering

**Form Purpose
Use Invoice Group Numbering (BR07.1) to assign consecutive invoice numbers to
the activities within an invoice group.




Updated Files

    ACCNTRWBS  -

    CKPOINT    -


Referenced Files

    ACCNTRACT  -

    ACWBSCODE  -


BR08.1 - Reason Code

**Form Purpose
Use Reason Code (BR08.1) to define the reason codes used in invoice
adjustments.




Updated Files

    ACREASONCD -

    CKPOINT    -


Referenced Files

    None.


BR10.1 - Contract Parameters

**Form Purpose
Use Contract Parameters (BR10.1) to define and maintain billing contract
parameters. Contract parameters are based on activities defined as billable in
Activity (AC10.1). You can only recognize revenue against the contract when
the contract is completed. Use this form also to indicate what method to use
to handle revenue adjustments resulting from billing adjustments, and where to
store the revenue adjustment amounts.

This form is used for contracts with revenue method of Percent Complete (P),
Completed Contract (C), Accrual (A), Milestone (M), Cost Plus (T) or User
Defined (9). If you want to create a contract for revenue methods Product
Revenue (1), Maintenance Revenue (2), or Product and Maintenance Revenue (3),
use Product Contract Parameters (BR15.1).




Updated Files

    ACACTIVITY -

    ACADDLCNTR -

    ACCNTMOD   -

    ACCNTMODX  -

    ACCNTRACCT -

    ACCNTRACT  -

    ACCNTRACTX -

    ACCONTACTS -

    ACHISTORY  -

    ACRETAIN   -

    ACRETAINX  -

    ARPROCLEVL -

    CUSTEP     -


Referenced Files

    ACACCTCAT  -

    ACACCTCATX -

    ACACTGRP   -

    ACBILL     -

    ACBILLX    -

    ACCATGRP   -

    ACCLGTRANS -

    ACCNTMOD   -

    ACCNTMODX  -

    ACCONTACTS -

    ACCUSTOMER -

    ACGLCODE   -

    ACIFACTV   -

    ACJOURNLCD -

    ACLEVEL    -

    ACMILESTN  -

    ACRETAIN   -

    ACRETAINX  -

    ACRETNG    -

    ACTRANS    -

    ACTRANSERR -

    AGINGCODE  -

    ARCOMP     -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARLOCKBOX  -

    ARPAYMENT  -

    CUCONV     -

    CURELAT    -

    CUSTDESC   -

    EPTRANS    -

    GLADDRESS  -

    GLCHART    -

    GLSYSTEM   -

    INSTCTRYCD -

    MXCATDEF   -

    MXELEMENT  -

    MXOBJCAT   -

    MXVALIDATE -

    NATACCT    -

    NATBALANCE -

    OECUST     -

    STATICCUST -

    WFSETUP    -


BR10.2 - Contract Detail

**Form Purpose
Use Contract Detail (BR10.2) to define and maintain amounts for the posting
activities defined under your contract activity.

**Processing Effect
The contract amount is tracked according to the contract currency code. The
base currency amount displays and is calculated using the exchange rate
applied to the contract.

The sum of each contract amount associated with the posting activities
displays at the bottom of this form. This is the contract total. The contract
total displays in the contract currency and the base currency.




Updated Files

    ACCNTRACT  -

    ACCNTRACTX -

    ACHISTORY  -


Referenced Files

    ACACTGRP   -

    ACACTIVITY -

    ACMILESTN  -

    ACTRANSERR -

    CUCONV     -

    CURELAT    -

    GLSYSTEM   -


BR10.3 - Contract Accounts

**Form Purpose
Use Contract Accounts (BR10.3) to override account options for each account
category of type cost or fee included in the account category group assigned
to an account.




Updated Files

    ACCNTRACCT -

    ACHISTORY  -


Referenced Files

    ACACCTCAT  -

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACCNTRACT  -

    ACGLCODE   -


BR10.4 - Additional Information

**Form Purpose
Use Additional Information (BR10.4) to create Lawson-defined attribute values
that can be used in customized reports and the Project and Activity Accounting
data mart.

Choose Main to enter specific information to track about this contract.
Choose Totals to enter the Total Contract, Total Awarded, and Total Funded
amounts for Costs, Fees, and Hours.




Updated Files

    ACADDLCNTR -

    ACCNTMOD   -

    ACCNTMODX  -


Referenced Files

    ACACTGRP   -

    ACACTIVITY -

    ACASSIGN   -

    ACCNTMOD   -

    ACCNTMODX  -

    ACCNTRACT  -


BR10.5 - Contract Modification

**Form Purpose
Use Contract Modification (BR10.5) to enter modifications to a contract. Use
the Recalculate special action to view the new values in the New column
without updating the records. Use the Update special action to update the
records.

**More Information
If you selected Yes in the Modifications Audit field on Activity Group
(AC00.1), the system will track any changes you make on BR10.5




Updated Files

    ACADDLCNTR -

    ACCNTMOD   -

    ACCNTMODX  -


Referenced Files

    ACACTGRP   -

    ACACTIVITY -

    ACCNTRACT  -


INVOKED Programs

    IFAU
    IFCU
    IFSG

BR11.1 - Customer

**Form Purpose
Use Customer (BR11.1) to define and maintain activity billing customer
options.

**More Information
The Overage Option field determines how cost overruns are billed. You have
the option to exclude the cost overrun and bills your customer the ceiling
amount. You also have the option to include the cost overrun on the invoice,
but the cost overrun is shown as a credit and you must create re-bill that
amount.

You can only have one customer per contract.




Updated Files

    ACCUSTOMER -

    ARPROCLEVL -

    CKPOINT    -

    CUSTEP     -

    MXLISTHDR  -

    TXCODEMAST -

    TXCOMPANY  -

    TXTAXCODE  -

    TXTAXTABLE -


Referenced Files

    ACCNTRACT  -

    AGINGCODE  -

    APACCRCODE -

    ARADJUST   -

    ARCOMP     -

    ARCONTACTS -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARITRANS   -

    ARLOCKBOX  -

    AROIHDR    -

    AROITEMS   -

    ARPAYMENT  -

    BILLTO     -

    CUCONV     -

    CURELAT    -

    CUSTDESC   -

    EPTRANS    -

    FROPTIONS  -

    GLSYSTEM   -

    INSTCTRYCD -

    INSTREGN   -

    NATACCT    -

    NATBALANCE -

    OECOMPANY  -

    OECOMPREF  -

    OECUST     -

    PBBILL     -

    PBHSTHDR   -

    STATICCUST -

    TXTAXRATE  -

    WFSETUP    -


INVOKED Programs

    IFAC
    ACAC
    ACCL
    API4
    IFCU
    IFSG
    SLSE
    SLSU
    PHI3

BR12.1 - Journal Codes

**Form Purpose
Use Journal Codes (BR12.1) to define journal codes that will be used when the
system automatically creates revenue-at-risk entries.

A journal code is an abbreviation used to group General Ledger codes and
account categories for revenue-at-risk transactions. Revenue-at-risk refers to
calculated revenue amounts that are greater than the ceiling amounts defined
on the contract parameters.




Updated Files

    ACJOURNLCD -

    CKPOINT    -


Referenced Files

    ACACCTCAT  -

    ACCNTRACT  -

    ACGLCODE   -

    ACTRANSERR -


BR13.1 - Additional Contract Info

**Form Purpose
Use Additional Contract Info (BR13.1) to create Lawson-defined attribute
values that can be used in customized reports and the Project and Activity and
Accounting data marts.

**More Information
The Project Mgr and Administrator fields on the Main form tab default from
assigned resources. The Totals form tab displays system calculations and
information that you define on Additional Information (BR10.4).




Updated Files

    ACADDLCNTR -

    CKPOINT    -


Referenced Files

    ACACTGRP   -

    ACASSIGN   -


BR14.1 - Customer Contacts

**Form Purpose
Use Customer Contacts (BR14.1) to define and maintain additional contacts for
a customer and contract. The contact names you enter on this form are in
addition to the contact name defined for the customer on Customer (BR11.1).




Updated Files

    ACCONTACTS -

    CKPOINT    -


Referenced Files

    ACACTGRP   -

    ACACTIVITY -

    ACCNTRACT  -


BR15.1 - Product Contract Parameters

**Form Purpose
Use Product Contract Parameters (BR15.1) to define and maintain billing
contract parameters for product and maintenance billing and revenue. Product
contract parameters are based on activities defined as billable in Activity
(AC10.1).


Updated Files

    ACACTIVITY -

    ACADDLCNTR -

    ACCNTRACCT -

    ACCNTRACT  -

    ACCNTRACTX -

    ACCNTRPCD  -

    ACCONTACTS -

    ACHISTORY  -

    ARPROCLEVL -

    CBBANKINST -

    CUSTEP     -


Referenced Files

    ACACTGRP   -

    ACCNTRACCT -

    ACCONTACTS -

    ACCUSTOMER -

    ACLEVEL    -

    ACMNTHDR   -

    ACMNTSCH   -

    ACPRODDTL  -

    ACPRODHDR  -

    ACRETNG    -

    AGINGCODE  -

    ARCOMP     -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARLOCKBOX  -

    ARPAYMENT  -

    CUSTDESC   -

    EPTRANS    -

    INSTCTRYCD -

    NATACCT    -

    NATBALANCE -

    OECUST     -

    STATICCUST -

    WFSETUP    -


BR15.2 - Contract Detail

**Form Purpose
Use Contract Detail (BR15.2) to define and maintain amounts for the posting
activities defined under your contract activity.

**Processing Effect
The contract amount is tracked according to the contract currency code. The
base currency amount displays and is calculated using the exchange rate
applied to the contract.

The sum of each contract amount associated with the posting activities
displays at the bottom of this form. This is the contract total. The contract
total displays in the contract currency and the base currency.



Updated Files

    ACCNTRACT  -

    ACCNTRACTX -

    ACHISTORY  -


Referenced Files

    ACACTGRP   -

    ACACTIVITY -

    CUCONV     -

    CURELAT    -

    GLSYSTEM   -


BR15.3 - Additional Information

**Form Purpose
Use Additional Information (BR15.3) to create Lawson-defined attribute values
that can be used in customized reports and the Project and Activity Accounting
data mart.

Choose Main to enter specific information to track about this contract.
Choose Totals to enter the Total Contract, Total Awarded, and Total Funded
amounts for Costs, Fees, and Hours.



Updated Files

    ACADDLCNTR -


Referenced Files

    ACACTGRP   -

    ACACTIVITY -

    ACASSIGN   -

    ACCNTRACT  -


INVOKED Programs

    IFCU
    IFSG

BR16.1 - Location

**Form Purpose
Use Location (BR16.1) to define the address that will appear on product and
maintenance invoices as the Ship To address. This location is used in
situations where a product or services are provided in a location other than
the Bill To address.



Updated Files

    ACSRVCLOC  -

    ARPROCLEVL -

    CUSTEP     -

    TXCODEMAST -

    TXCOMPANY  -

    TXTAXCODE  -

    TXTAXTABLE -


Referenced Files

    ACCUSTOMER -

    AGINGCODE  -

    APACCRCODE -

    ARCOMP     -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARLOCKBOX  -

    ARPAYMENT  -

    CUCONV     -

    CURELAT    -

    CUSTDESC   -

    EPTRANS    -

    GLSYSTEM   -

    INSTCTRYCD -

    INSTREGN   -

    NATACCT    -

    NATBALANCE -

    OECUST     -

    STATICCUST -

    TXTAXRATE  -

    WFSETUP    -


BR16.2 - Renew Date Maintenance

**Form Purpose
Use Renew Date Maintenance (BR16.2) to define a common end date for all
ongoing maintenance agreements for a customer.



Updated Files

    ACCUSTDTL  -

    ARPROCLEVL -

    CUSTEP     -


Referenced Files

    AGINGCODE  -

    ARCOMP     -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARLOCKBOX  -

    ARPAYMENT  -

    CUSTDESC   -

    EPTRANS    -

    INSTCTRYCD -

    NATACCT    -

    NATBALANCE -

    OECUST     -

    STATICCUST -

    WFSETUP    -


INVOKED Programs

    IFAC
    ACAC
    ACCL
    API4
    IFCU
    IFSG
    SLSE
    SLSU

BR20.1 - Invoice Worksheet by Contract

**Form Purpose
Use Invoice Worksheet by Contract (BR20.1) to edit an invoice by contract.
The contract level is the least detailed level at which you can edit the
invoice.Editing at the contract level lets you write up or down the total
billing amount.You can also put all or a portion of the billing amount on
hold.




Updated Files

    ACBILL     -

    ACBILLX    -

    ACCEILINGX -

    ACCLGTRANS -

    ACCNTRACT  -

    ACINVAUDIT -

    ACINVDTL   -

    ACINVHDR   -

    ACMILESTNX -

    ACTRANS    -


Referenced Files

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACCNTRACTX -

    ACHISTCLG  -

    ACMASTER   -

    ACMASTERX  -

    ACREASONCD -


BR20.2 - Invoice Worksheet by Invoice Summarization

**Form Purpose
Use Invoice Worksheet by Invoice Summarization (BR20.2) to define and
maintain additional parameters for an invoice. summarization. This level
displays the line items that are seen by the customer.If there is a specific
line that needs to be adjusted it can be changed at the summarization level.
You can write up or down a line item amount or put all or a portion of the
line item amount on hold.




Updated Files

    ACBILL     -

    ACBILLX    -

    ACCEILINGX -

    ACCLGTRANS -

    ACCNTRACT  -

    ACINVAUDIT -

    ACINVDTL   -

    ACINVHDR   -

    ACMILESTNX -

    ACTRANS    -


Referenced Files

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACCNTRACTX -

    ACCUSTOMER -

    ACHISTCLG  -

    ACMASTER   -

    ACMASTERX  -

    ACREASONCD -


BR20.3 - Invoice Worksheet by Activity

**Form Purpose
Use Invoice Worksheet by Activity (BR20.3) to edit the invoice by activity.
You can edit by the activity level if you need to make changes to a specific
task.You can write up or down an invoice activity amount or put all or a
portion of the activity amount on hold.




Updated Files

    ACBILL     -

    ACBILLX    -

    ACCEILINGX -

    ACCLGTRANS -

    ACCNTRACT  -

    ACINVAUDIT -

    ACINVDTL   -

    ACINVHDR   -

    ACMILESTNX -

    ACTRANS    -


Referenced Files

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACCNTRACTX -

    ACHISTCLG  -

    ACMASTER   -

    ACMASTERX  -

    ACREASONCD -


BR20.4 - Invoice Worksheet by Activity and Account Category

**Form Purpose
Use Invoice Worksheet by Activity and Account Category (BR20.4) to edit an
invoice invoice at the activity and account category level.

This level shows greater detail if you need to change the amount of a
specific account category within an activity.You can write up or down an
account category amount or put all or a portion of the account category amount
on hold.




Updated Files

    ACBILL     -

    ACBILLX    -

    ACCEILINGX -

    ACCLGTRANS -

    ACCNTRACT  -

    ACINVAUDIT -

    ACINVDTL   -

    ACINVHDR   -

    ACMILESTNX -

    ACTRANS    -


Referenced Files

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACCNTRACTX -

    ACHISTCLG  -

    ACMASTER   -

    ACMASTERX  -

    ACREASONCD -


BR20.5 - Invoice Worksheet by Transaction Detail

**Form Purpose
Use Invoice Worksheet by Transaction Detail (BR20.5) to edit the invoice by
transaction detail. You can write up or down an invoice transaction detail
amount or put all or a portion of the transaction detail amount on hold.




Updated Files

    ACBILL     -

    ACBILLX    -

    ACCEILINGX -

    ACCLGTRANS -

    ACCNTRACT  -

    ACINVAUDIT -

    ACINVDTL   -

    ACINVHDR   -

    ACMILESTNX -

    ACTRANS    -


Referenced Files

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACCNTRACTX -

    ACHISTCLG  -

    ACMASTER   -

    ACMASTERX  -

    ACREASONCD -


BR20.6 - Additional Information

**Form Purpose
Use Additional Information (BR20.6) to override the default values for
activity, account category, company, accounting unit, labor category, labor
value and description that were assigned on Contract Parameters (BR10.1)




Updated Files

    None.


Referenced Files

    ACACCTCAT  -

    ACACCTCATX -

    ACACTIVITY -

    GLADDRESS  -

    GLCHART    -

    GLSYSTEM   -

    MXCATDEF   -

    MXELEMENT  -

    MXOBJCAT   -

    MXVALIDATE -


BR20.7 - Invoice Header

**Form Purpose
Use Invoice Header (BR20.7) to override the invoice default values for
Invoice Date, Posting Date, Bill to, Contact Code, and Customer PO number.




Updated Files

    ACINVAUDIT -

    ACINVHDR   -

    ARPROCLEVL -


Referenced Files

    ACACTGRP   -

    ACACTIVITY -

    ACCNTRACT  -

    ACCUSTOMER -

    ARCOMP     -

    ARCONTACTS -

    ARCUSTGRP  -

    BILLTO     -

    CUSTDESC   -

    INSTCTRYCD -

    INSTREGN   -


BR20.8 - Filter

**Form Purpose
Use Filter (BR20.8) to filter displayed contract or invoice data by specific
search parameters.




Updated Files

    None.


Referenced Files

    ACCNTRACT  -


INVOKED Programs

    ACCL
    IFOB
    IFAU
    IFSG

BR21.1 - Invoice Cancellation

**Form Purpose
Use Invoice Cancellation (BR21.1) to reverse out transactions that have been
billed either by Billing Calculation (BR120) or by Invoice Print and Interface
(BR121).

**More Information
When an invoice is cancelled, all of the billing processes associated with
the invoice are reversed. The invoice cancellation routine cancels the entire
invoice. The transactions return to unbilled status (the Billed flag is set to
N), and a credit memo is sent to Accounts Receivable using the invoice number
as the cross-reference number and the invoice type as the cross-reference
type.




Updated Files

    ACMONITOR  -

    ACOBJID    -

    IFMONITOR  -

    SUBCKPOINT -


Referenced Files

    ACACCTCAT  -

    ACACTGRP   -

    ACACTIVITY -

    ACCNTRACT  -

    ACCUSTOMER -

    ACFEEHIST  -

    ACGLCODE   -

    ACHISTCNSL -

    ACHISTDTL  -

    ACHISTHDR  -

    ARCOMP     -

    ARCONTACTS -

    ARCUSTGRP  -

    BILLTO     -

    CUSTDESC   -

    GLCODES    -

    INSTCTRYCD -

    INSTREGN   -


INVOKED Programs

    IFIM

BR30.1 - Contract Status

**Form Purpose
Use Contract Status (BR30.1) to define and maintain status codes for a
product contract. You assign a status to a contract in BR51.1 (Product
Contract). Once a contract status code has been assigned to a contract, the
status code cannot be deleted.



Updated Files

    ACCNTRSTAT -

    CKPOINT    -


Referenced Files

    ACPRODHDR  -


BR31.1 - Contract Comments

**Form Purpose
Use Contract Comments (BR31.1) to enter and maintain comments related to a
product contract. Comments entered on this form are related to the contract
header. To enter comments for a specific product in a contract, use Contract
Product Comments (BR31.2).



Updated Files

    ACCNTRCMTX -


Referenced Files

    ACCMTTYPE  -

    ACCNTRACT  -

    ACPRODHDR  -


BR31.2 - Contract Product Comments

Use Contract Product Comments (BR31.2) to enter additional information for a
product on a product contract. For example, you can use this form to enter
more information about a revenue deferral that may not fit in the revenue
deferral's reason code description, or to enter general contract review notes.

Comments entered on this for are for a specific product. To enter comments
for an entire contract, use Contract Comments (BR31.1).


Updated Files

    ACCNTRCMTX -


Referenced Files

    ACCMTTYPE  -

    ACCNTRACT  -

    ACPRODDTL  -

    ACPRODHDR  -

    ACPRODLSTX -


BR31.3 - Maintenance Schedule Comments

** Form Purpose
Use Maintenance Schedule Comments (BR31.3) to attach comments to a
maintenance schedule.

Updated Files

    ACCNTRCMTX -


Referenced Files

    ACCMTTYPE  -

    ACCNTRACT  -

    ACMNTHDR   -


BR31.4 - Maintenance Product Comments

** Form Purpose
Use Product Maintenance Comments (BR31.4) to attach comments to a product in
a maintenance schedule.

Updated Files

    ACCNTRCMTX -


Referenced Files

    ACCMTTYPE  -

    ACCNTRACT  -

    ACMNTHDR   -

    ACMNTSCH   -

    ACPRODHDR  -

    ACPRODLSTX -


BR40.1 - Revenue Billing Adjustment

**Form Purpose
Use Revenue Billing Adjustment (BR40.1) to view and adjust billable
transactions for which either revenue has been recognized or billing has
occurred, or both. You can put transactions on hold, write transactions up or
down for billing, or transfer transactions from one activity to another.

This program creates a new unposted record in the ACTRANS file for the
adjusted amount. The new transaction is posted the next time Posting (AC190)
is run.

Updated Files

    None.


Referenced Files

    ACACCTCAT  -

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACTRANS    -

    GLSRCCODE  -

    SYSTEMCODE -


BR40.3 - Transfer

**Form Purpose
Use Transfer (BR40.3) to transfer a billable transaction from one activity to
another or to transfer a portion of a transaction to another activity. Fields
you can change in the transfer include activity, account category, resource
type, resource, labor attribute, amount, units, and unit of measure.

**Processing Effect
The transfer creates two unposted Activity Transaction file records. One
record reverses the transaction from the original activity by copying the
original transaction and reversing the amount and units signs. The second
record posts the revised transaction to the new activity. Both transactions
are posted the next time AC190 (Activity Posting) is run.




Updated Files

    ACMONITOR  -

    ACMXVAL    -

    ACTRANS    -


Referenced Files

    ACACCTCAT  -

    ACACCTCATX -

    ACACRESRT  -

    ACACRESRTX -

    ACACTGRP   -

    ACACTIVITY -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACBLRATE   -

    ACBLRATEX  -

    ACCNTRACT  -

    ACCUSTOMER -

    ACIFACTV   -

    ACLEVEL    -

    ACREASONCD -

    ACRESOURCE -

    ACRESRT    -

    ACRESRTX   -

    ACSTATUS   -

    ACUOM      -

    AMASSET    -

    APCOMPANY  -

    APVENGROUP -

    CUCONV     -

    CURELAT    -

    EMPLOYEE   -

    GLSYSTEM   -

    HRSECLEV   -

    PRSYSTEM   -


BR40.4 - Write Up/Down

**Form Purpose
Use Write Up/Down (BR40.4) to write up or write down billable amounts, units,
or rates. Create a write up by typing an amount followed by a negative (-)
sign. You need no sign for a write down.

You can write up or write down the whole amount or a portion of the
transaction.

**Processing Effect
A write up or a write down creates a new unposted Activity Transaction file
record for the amount of the adjustment; this transaction is posted the next
time Activity Posting (AC190) is run.




Updated Files

    ACMONITOR  -

    ACMXVAL    -

    ACTRANS    -


Referenced Files

    ACACCTCAT  -

    ACACTGRP   -

    ACACTIVITY -

    ACBILL     -

    ACBILLX    -

    ACCNTRACT  -

    ACIFACTV   -

    ACLEVEL    -

    ACREASONCD -


INVOKED Programs

    API4
    ACAC
    ACCL
    IFCU
    IFSG
    IFAC
    SLSE
    SLSU
    IFOB
    IFSC

BR41.1 - Contract Adjustment (AC only)

**Form Purpose
Use Contract Adjustment (AC Only) (BR41.1) to adjust accrual account
categories for contract activities and revenue account categories for posting
activities in the Project and Activity Accounting application, but not in the
General Ledger application. You might do this if free maintenance is included
in a product contract, and the account category information for product and
maintenance revenue is not the same. You can use this form to redirect the
free maintenance deferred revenue amount.

Contract Adjustment (AC Only) does not require a balanced entry in the
General Ledger application when making contract adjustments. Because the
adjustments directly affect the assigned account categories, they are not
considered in ceiling and tolerance calculations.

Updated Files

    ACCTLGRPHD -

    ACOBJID    -

    ACTRANS    -


Referenced Files

    ACACCTCAT  -

    ACACTGRP   -

    ACACTIVITY -

    ACBILL     -

    ACBILLX    -

    ACBUDDTL   -

    ACBUDDTLX  -

    ACBUDHDR   -

    ACCOMMIT   -

    ACIFACTV   -

    ACLEVEL    -

    ACMASTER   -

    ACMASTERX  -

    CUCONV     -

    CURELAT    -

    GLADDRESS  -

    GLCHART    -

    GLCODES    -

    GLSYSTEM   -

    SYSTEMCODE -


BR41.4 - Contract Adjustment (AC and GL)

Use Contract Adjustment (AC and GL) (BR41.4) to adjust accrual account
categories for contract activities and revenue account categories for posting
activities in both the Project and Activity Accounting application and the
General Ledger application. You might do this if free maintenance is included
in a product contract, and the account category information for product and
maintenance revenue is not the same. You can use this form to redirect the
free maintenance deferred revenue amount.

Contract Adjustment (AC and GL) requires a balanced entry in the General
Ledger application when making contract adjustments. Because the adjustments
directly affect the assigned account categories, they are not considered in
ceiling and tolerance calculations.

Updated Files

    ACCTLGRPHD -

    ACOBJID    -

    ACTRANS    -

    ACTRANSEG  -

    ACTRANSGL  -

    SYSTEMCODE -


Referenced Files

    ACACCTCAT  -

    ACACTGRP   -

    ACACTIVITY -

    ACACTSEG   -

    ACBILL     -

    ACBILLX    -

    ACBUDDTL   -

    ACBUDDTLX  -

    ACBUDHDR   -

    ACCOMMIT   -

    ACIFACTV   -

    ACLEVEL    -

    ACMASTER   -

    ACMASTERX  -

    CUCONV     -

    CURELAT    -

    FBDETAIL   -

    FBFUNDDTL  -

    FBHEADER   -

    GLADDRESS  -

    GLAMOUNTS  -

    GLCHART    -

    GLCHARTDTL -

    GLCHARTSUM -

    GLCODES    -

    GLCOMMIT   -

    GLINTCO    -

    GLMASTER   -

    GLNAMES    -

    GLSYSTEM   -

    GLTRANS    -


INVOKED Programs

    ACAC
    ACCL
    API4
    IFAC
    IFCU
    IFSG
    SLSE
    SLSU
    IFOB
    IFFC
    IFGT
    GLCC
    IFAU
    IFRS
    IFSC
    SLSB
    SLSS

BR42.1 - Transaction Hold

**Form Purpose
Use Transaction Hold (BR42.1) to place a hold on transactions related to one
activity.




Updated Files

    ACMONITOR  -

    ACTRANS    -


Referenced Files

    ACACCTCAT  -

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACASSIGN   -

    GLSRCCODE  -

    SYSTEMCODE -


BR43.1 - Revenue Adjustment

Use Revenue Adjustment (BR43.1) to create revenue adjustments that are
reflected in ceiling/tolerance calculations when Billing Calculation (BR130)
is run. Revenue adjustments are AC only transactions, and offset transactions
are created when an adjustment is added.

**More Information
You can enter billing category information on a revenue adjustment, but this
information is for reporting and transaction writer purposes only, and is not
used in any revenue calculations.

Updated Files

    ACCTLGRPHD -

    ACOBJID    -

    ACTRANS    -

    CKPOINT    -


Referenced Files

    ACACCTCAT  -

    ACACCTCATX -

    ACACRESRT  -

    ACACRESRTX -

    ACACTGRP   -

    ACACTIVITY -

    ACASSIGN   -

    ACBUDDTL   -

    ACBUDDTLX  -

    ACBUDHDR   -

    ACCNTRACT  -

    ACCNTRACTX -

    ACCOMMIT   -

    ACLEVEL    -

    ACMASTER   -

    ACMASTERX  -

    ACRESOURCE -

    ACRESRT    -

    ACRESRTX   -

    ACSTATUS   -

    AMASSET    -

    APCOMPANY  -

    APVENGROUP -

    CUCONV     -

    CURELAT    -

    EMPLOYEE   -

    GLADDRESS  -

    GLCHART    -

    GLCODES    -

    GLSYSTEM   -

    HRSECLEV   -

    MXCATDEF   -

    MXELEMENT  -

    MXOBJCAT   -

    MXVALIDATE -

    PRSYSTEM   -

    SYSTEMCODE -


INVOKED Programs

    ACAC
    ACCL
    API4
    IFAC
    IFCU
    IFSG
    SLSE
    SLSU
    IFOB

BR44.1 - Time and Materials Smart Select

**Form Purpose
Use Time and Materials Smart Select (BR44.1) to build a valid list of labor
category values to select from for the labor category that is displayed at the
top of the form.




Updated Files

    None.


Referenced Files

    ACACCTCATX -

    ACACTIVITY -

    ACBILL     -

    ACBILLX    -

    ACBLRATEX  -


BR44.2 - Time and Materials Smart Select

**Form Purpose
Use Time and Materials Smart Select (BR44.2) to build a valid list of labor
category values to select from for the labor category that is displayed at the
top of the form.




Updated Files

    None.


Referenced Files

    ACACCTCATX -

    ACACTIVITY -

    ACBILL     -

    ACBILLX    -

    ACBLRATEX  -


BR44.3 - Time and Materials Smart Select

**Form Purpose
Use Time and Materials Smart Select (BR44.3) to build a valid list of labor
category values to select from for the labor category that is displayed at the
top of the form.




Updated Files

    None.


Referenced Files

    ACACCTCATX -

    ACACTIVITY -

    ACBILL     -

    ACBILLX    -

    ACBLRATEX  -


BR47.1 - Contract Template

Updated Files

    ACTEMPCNT  -


Referenced Files

    ACACCTCAT  -

    ACCATGRP   -

    ACGLCODE   -

    ACJOURNLCD -

    GLADDRESS  -

    GLCHART    -

    GLSYSTEM   -


BR47.2 - Contract Account Template

Updated Files

    ACTEMPACCT -


Referenced Files

    ACACCTCAT  -

    ACGLCODE   -


INVOKED Programs

    IFAU
    IFSG

BR50.1 - Product List Maintenance

**Form Purpose
Use Product List (BR50.1) to define and maintain a list of valid products
(SKUs) for the system. The products in the product list are the basis for
product billing and revenue. Product details such as list price, price per
user, and default billing and revenue accounts are identified for a product
using the BR50 series forms.

Product lists are defined on Define Product List (BR50.3) before detail is
added on this form.


Updated Files

    ACPRODACCT -

    ACPRODLSTX -


Referenced Files

    ACPRODACCT -

    ACPRODLST  -

    ACPRODUSER -


BR50.2 - Product List Accounts

**Form Purpose
Use Product List Accounts (BR50.2) to define the default GL accounts and
account categories for the products in a product list.

The Default tab is used to specify default account information for any type
of product. The information is not required.

Updated Files

    ACPRODACCT -


Referenced Files

    ACACCTCAT  -

    ACGLCODE   -

    ACPRODLST  -

    ACPRODLSTX -


BR50.3 - Define Product List

**Form Purpose
Use Define Product List (BR50.3) to create a new product list for your
company. Product lists created on this form are maintained on Product List
(BR50.1).

Updated Files

    ACPRODACCT -

    ACPRODLST  -

    ACPRODLSTX -

    ACPRODUSER -


Referenced Files

    ACMNTHDR   -

    ACPRODACCT -

    ACPRODHDR  -

    ACPRODLSTX -

    ACPRODUSER -


BR50.4 - Product Cost Detail

**Form Purpose
Use Product Cost Detail (BR50.4) to determine the cost your company pays for
a product. The product cost is based on the number of users and can be
incremented by individual users or groups of users if needed.


Updated Files

    ACPRODUSER -


Referenced Files

    ACPRODLST  -

    ACPRODLSTX -


BR50.5 - Product Price Detail

**Form Purpose
Use Product Price Detail (BR50.5) to determine the price a customer pays for
a product. The product price is based on the number of users and can be
incremented by individual users or groups of users if needed.


Updated Files

    ACPRODUSER -


Referenced Files

    ACPRODLST  -

    ACPRODLSTX -


INVOKED Programs

    IFCU
    IFSG

BR51.1 - Product Contract

**Form Purpose
Use Product Contract (BR51.1) to enter information for billing and revenue
for a services product. You can enter information to calculate base price, net
price, discounts, and/or deferred revenue.

Use the Main tab to enter information that applies to the entire contract.
This information will default down to the individual product lines, but some
information can be overridden (using the Detail tab) if necessary.

Use the Free Maint tab to enter information for any free maintenance included
in a contract. You must define a maintenance schedule for free maintenance on
Maintenance Schedule (BR52.1).

Use the Detail tab to enter information about each product in the contract,
such as version number and number of users. You can also override revenue
deferral information that was entered on the Main tab.

Use the Billed Accounts tab to specify information for deferred revenue
amounts.

Use the Unbilled Accounts tab to specify information for revenue that has
been recognized but not yet billed.


Updated Files

    ACCNTRCMTX -

    ACMNTHDR   -

    ACMNTSCH   -

    ACMNTSCHX  -

    ACMONITOR  -

    ACOBJID    -

    ACPRMSTN   -

    ACPRMSTNX  -

    ACPRODDTL  -

    ACPRODHDR  -

    CUSTEP     -

    IFMONITOR  -

    SUBCKPOINT -


Referenced Files

    ACACCTCAT  -

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACCNTRACT  -

    ACCNTRACTX -

    ACCNTRCMTX -

    ACCNTRSTAT -

    ACCUSTDTL  -

    ACDEFREV   -

    ACGLCODE   -

    ACLEVEL    -

    ACPRMSTN   -

    ACPRMSTNX  -

    ACPRODACCT -

    ACPRODLST  -

    ACPRODLSTX -

    ACPRODUSER -

    ACREASONCD -

    ACSRVCLOC  -

    ACSTATUS   -

    AGINGCODE  -

    ARCOMP     -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARLOCKBOX  -

    ARPAYMENT  -

    CUCONV     -

    CURELAT    -

    CUSTDESC   -

    EPTRANS    -

    GLADDRESS  -

    GLCHART    -

    GLSYSTEM   -

    INSTCTRYCD -

    NATACCT    -

    NATBALANCE -

    OECUST     -

    STATICCUST -

    WFSETUP    -


BR51.2 - Product Cost of Goods Sold

**Form Purpose
Use Product Cost of Goods Sold (BR51.2) to enter information for calculating
cost of goods sold (billing and revenue) for a third party product. You can
enter information to calculate net cost (price), and specify account
information for the journal entries for a product. The records viewed here
must have already been added to a product contract on BR51.1. The cost amounts
for each product entered on this form are expensed, in proportion to the
amount of revenue being recognized when the revenue program is run.



Updated Files

    ACPRODDTL  -

    ACPRODHDR  -

    CUSTEP     -


Referenced Files

    ACACCTCAT  -

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACCNTRACT  -

    ACCNTRCMTX -

    ACDEFREV   -

    ACGLCODE   -

    ACPRODACCT -

    ACPRODLST  -

    ACPRODLSTX -

    ACPRODUSER -

    AGINGCODE  -

    ARCOMP     -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARLOCKBOX  -

    ARPAYMENT  -

    CUCONV     -

    CURELAT    -

    CUSTDESC   -

    EPTRANS    -

    GLADDRESS  -

    GLCHART    -

    GLSYSTEM   -

    INSTCTRYCD -

    NATACCT    -

    NATBALANCE -

    OECUST     -

    STATICCUST -

    WFSETUP    -


INVOKED Programs

    IFAC
    ACAC
    ACCL
    API4
    IFCU
    IFSG
    SLSE
    SLSU
    IFAU
    IFIM

BR52.1 - Maintenance Schedule

**Form Purpose
Use Maintenance Schedule (BR52.1) to identify the set of products for which
maintenance has been purchased, and the amounts due for the maintenance term
of each of those products. This information is used to bill clients and
amortize the related revenue over the term of the maintenance agreement



Updated Files

    ACCNTRCMTX -

    ACMNTSCH   -

    ACMNTSCHX  -

    ACOBJID    -

    ACPROFORMA -

    CUSTEP     -


Referenced Files

    ACACCTCAT  -

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACCNTRACT  -

    ACCNTRCMTX -

    ACGLCODE   -

    ACMNTHDR   -

    ACPMHSTDTL -

    ACPMHSTHDR -

    ACPRODACCT -

    ACPRODLST  -

    ACPRODLSTX -

    ACPRODUSER -

    ACREASONCD -

    AGINGCODE  -

    ARCOMP     -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARLOCKBOX  -

    ARPAYMENT  -

    CUCONV     -

    CURELAT    -

    CUSTDESC   -

    EPTRANS    -

    GLSYSTEM   -

    INSTCTRYCD -

    NATACCT    -

    NATBALANCE -

    OECUST     -

    STATICCUST -

    WFSETUP    -


BR52.2 - New Maintenance Schedule

**Form Purpose
Use New Maintenance Schedule to create header for a maintenance schedule for
a contract that does not contain free maintenance.

Updated Files

    ACCNTRCMTX -

    ACMNTHDR   -

    CUSTEP     -


Referenced Files

    ACACTGRP   -

    ACACTIVITY -

    ACBILL     -

    ACBILLX    -

    ACCNTRACT  -

    ACCNTRCMTX -

    ACCUSTDTL  -

    ACIFACTV   -

    ACLEVEL    -

    ACMNTSCH   -

    ACPRODLST  -

    ACSRVCLOC  -

    AGINGCODE  -

    ARCOMP     -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARLOCKBOX  -

    ARPAYMENT  -

    CUSTDESC   -

    EPTRANS    -

    GLADDRESS  -

    GLCHART    -

    GLSYSTEM   -

    INSTCTRYCD -

    NATACCT    -

    NATBALANCE -

    OECUST     -

    STATICCUST -

    WFSETUP    -


BR52.3 - Product Maintenance Revenue Schedule

**Form Purpose
Use Product Maintenance Revenue Schedule (BR52.3) to enter or maintain the
periods for revenue for a maintenance schedule. The To Process action on
BR52.1 populates this form, and the information on this form is processed by
Product Maintenance Revenue Recognition (BR154).

Updated Files

    ACMNTSCHX  -


Referenced Files

    ACCNTRACT  -

    ACMNTHDR   -

    ACMNTSCH   -

    ACTRANS    -


BR52.4 - Renew All

**Form Purpose
Use Maintenance Schedule Renew (BR52.4) to renew the maintenance schedule for
all products on an existing maintenance schedule. All products on the schedule
that do not have a status of "Cancelled Invoice" or "Cancelled Maintenance"
will be renewed by this program.

Maintenance Schedule Renew can also create a maintenance schedule from a
product contract by using the product contract's detail lines to provide the
necessary information for the maintenance schedule.

Note that changes to an individual product's version or number of users
cannot be accommodated using BR52.4. If such changes are necessary, use
Product Maintenance Renewal (BR52.5) to renew the maintenance schedule.


Updated Files

    ACMNTHDR   -

    ACMNTSCH   -

    ACOBJID    -


Referenced Files

    ACACTIVITY -

    ACBILL     -

    ACBILLX    -

    ACCNTRACT  -

    ACCUSTDTL  -

    ACIFACTV   -

    ACLEVEL    -

    ACPRODACCT -

    ACPRODDTL  -

    ACPRODHDR  -

    ACPRODLSTX -

    ACPRODUSER -

    GLADDRESS  -

    GLCHART    -

    GLSYSTEM   -


BR52.5 - Product Maintenance Renewal

**Form Purpose
Use Product Maintenance Renewal (BR52.5) to renew the maintenance schedule of
a single product. You can make and needed changes to terms of the schedule
using this form, or copy the terms of a previous schedule.

Updated Files

    ACMNTHDR   -

    ACMNTSCH   -

    ACOBJID    -


Referenced Files

    ACACTGRP   -

    ACACTIVITY -

    ACBILL     -

    ACBILLX    -

    ACCNTRACT  -

    ACCUSTDTL  -

    ACIFACTV   -

    ACLEVEL    -

    ACPRODACCT -

    ACPRODLST  -

    ACPRODLSTX -

    ACPRODUSER -

    CUCONV     -

    CURELAT    -

    GLADDRESS  -

    GLCHART    -

    GLSYSTEM   -


BR52.7 - Schedule Totals

Updated Files

    None.


Referenced Files

    ACCNTRACT  -

    ACMNTSCH   -

    ACMNTSCHX  -


INVOKED Programs

    IFAC
    ACAC
    ACCL
    API4
    IFCU
    IFSG
    SLSE
    SLSU
    IFAU

BR53.1 - Product Deferred Revenue Schedule

**Form Purpose
Use Deferred Revenue Schedule (BR53.1) to create a recognition schedule for
revenue that cannot be recognized on the initial product invoice. A deferred
revenue schedule indicates amount of revenue that can be recognized at
specified intervals during the contract period. Deferred revenue schedules
might be used at the contract level if there are excessive service discounts
or payment terms. At the product level, deferred revenue schedules can
accommodate backlogs in paperwork or other miscellaneous issues.

Deferred revenue schedules can be created for only unreleased product
contracts.

Select Auto Scheduler to use the auto scheduler to create a deferred revenue
schedule. The auto scheduler can be used to create contracts that have an
amount that can be spread equally over the entire schedule.


Updated Files

    ACDEFREV   -

    ACPRODDTL  -

    ACPRODHDR  -

    CUSTEP     -


Referenced Files

    ACACTGRP   -

    ACACTIVITY -

    ACCNTRACT  -

    ACPRODLSTX -

    ACTRANS    -

    AGINGCODE  -

    ARCOMP     -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARLOCKBOX  -

    ARPAYMENT  -

    CUSTDESC   -

    EPTRANS    -

    INSTCTRYCD -

    NATACCT    -

    NATBALANCE -

    OECUST     -

    STATICCUST -

    WFSETUP    -


BR53.2 - Product Deferred Revenue Auto Scheduler

**Form Purpose
Use Deferred Revenue Auto Scheduler (BR53.2) to automatically create deferred
revenue schedules that have a deferred amount that can be spread equally over
a number of periods. You can use the auto scheduler for products that specify
Deferred Revenue=Y on the Detail page of Product Contract (BR51.1).

**Processing Effect
The auto scheduler assigns a status of "1-To Process" to all lines in the
deferred revenue schedule.




Updated Files

    ACDEFREV   -

    ACPRODDTL  -

    ACPRODHDR  -


Referenced Files

    ACACTIVITY -

    ACCNTRACT  -

    ACPRODLSTX -


INVOKED Programs

    IFCU
    IFSG

BR54.1 - Product Billing Milestones

**Form Purpose
Use Product Billing Milestones (BR54.1) to display and maintain milestones
for product billing. A milestone is a significant point in an activity.
Milestones can be defined in days or dates, or as manual milestones.
Milestones can only be defined for posting level activities. You can either
define milestones for personal tracking, or for automatic billing when a task
is complete.




Updated Files

    None.


Referenced Files

    ACACCTCAT  -

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACCNTRACT  -

    ACLEVEL    -

    ACPRMSTN   -

    ACPRODHDR  -


BR54.2 - Days Product Billing Milestones

**Form Purpose
Use Days Product Milestones (BR54.2) to define and maintain milestones in
terms of days. A milestone is a significant point in an activity. Use the days
milestones form to identify the significant days in the project when steps to
the activity should be completed. You can either define milestones for
personal tracking, or for automatic billing when a task is complete.




Updated Files

    ACHISTORY  -

    ACPRMSTN   -

    ACPRMSTNX  -

    ACPROFORMA -


Referenced Files

    ACACCTCAT  -

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACBILL     -

    ACBILLX    -

    ACCNTRACT  -

    ACIFACTV   -

    ACLEVEL    -

    ACPRODDTL  -

    ACPRODHDR  -

    ACPROFORMA -


BR54.3 - Date Product Billing Milestones

**Form Purpose
Use Date Product Billing Milestones (BR54.3) to define and maintain
milestones in terms of dates. A milestone is a significant point in a product
billing cycle. Use the dates milestones form to identify the significant dates
in the project.




Updated Files

    ACHISTORY  -

    ACPRMSTN   -

    ACPRMSTNX  -

    ACPROFORMA -


Referenced Files

    ACACCTCAT  -

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACBILL     -

    ACBILLX    -

    ACCNTRACT  -

    ACIFACTV   -

    ACLEVEL    -

    ACPRODDTL  -

    ACPRODHDR  -

    ACPROFORMA -


BR54.4 - Manual Product Billing Milestones

**Form Purpose
Use Manual Product Billing Milestones (BR54.4) to define and maintain
milestones manually. A milestone is a significant point in an activity. You
can either define milestones for personal tracking, or for automatic billing
when a task is complete.

Unlike days or date milestones, that are identified by a set schedule and
updated and billed regardless of the project status, manual milestones let you
change the status when the milestone is reached.


Updated Files

    ACHISTORY  -

    ACPRMSTN   -

    ACPRMSTNX  -

    ACPROFORMA -


Referenced Files

    ACACCTCAT  -

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACBILL     -

    ACBILLX    -

    ACCNTRACT  -

    ACIFACTV   -

    ACLEVEL    -

    ACPRODDTL  -

    ACPRODHDR  -

    ACPROFORMA -


INVOKED Programs

    IFCU
    IFSG

BR55.1 - Maintenance Invoice Cancellation

**Form Purpose
Use Maintenance Invoice Cancellation (BR55.1) to reverse out transactions
that have been billed by Maintenance Billing Calculation (BR152).

**More Information
When a maintenance invoice is cancelled, all of the billing processes
associated with the invoice are reversed. The maintenance invoice cancellation
routine cancels the entire invoice. The transactions return to unbilled status
(the Billed flag is set to N), and a credit memo is sent to Accounts
Receivable using the invoice number as the cross-reference number and the
invoice type as the cross-reference type.




Updated Files

    ACMONITOR  -

    ACOBJID    -

    IFMONITOR  -

    SUBCKPOINT -


Referenced Files

    ACACTGRP   -

    ACACTIVITY -

    ACCNTRACT  -

    ACCUSTOMER -

    ACPMHSTHDR -

    ARCOMP     -

    ARCONTACTS -

    ARCUSTGRP  -

    BILLTO     -

    CUSTDESC   -

    INSTCTRYCD -

    INSTREGN   -


BR55.2 - Filter

**Form Purpose
Use Filter (BR55.2) to specify which information to include in a maintenance
invoice cancellation.




Updated Files

    CUSTEP     -


Referenced Files

    ACCNTRACT  -

    ACCUSTOMER -

    AGINGCODE  -

    ARCOMP     -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARLOCKBOX  -

    ARPAYMENT  -

    CUSTDESC   -

    EPTRANS    -

    GLADDRESS  -

    GLCHART    -

    GLSYSTEM   -

    INSTCTRYCD -

    NATACCT    -

    NATBALANCE -

    OECUST     -

    STATICCUST -

    WFSETUP    -


INVOKED Programs

    IFIM
    IFSG

BR56.1 - Product Invoice Cancellation

**Form Purpose
Use Product Invoice Cancellation (BR56.1) to reverse out all product contract
invoices for a contract that have been billed by Product Invoicing (BR151).
Because the sales tax invoice is always printed separately for the total tax
of all product sales for the contract, all product invoices generated for a
contract must be cancelled together.

**More Information
When an invoice is cancelled, all of the billing processes associated with
the invoice are reversed. The invoice cancellation routine cancels the entire
invoice. A credit memo is sent to Accounts Receivable using the invoice number
as the cross-reference number and the invoice type as the cross-reference
type.




Updated Files

    ACMONITOR  -

    ACOBJID    -

    CKPOINT    -

    IFMONITOR  -

    SUBCKPOINT -


Referenced Files

    ACACTGRP   -

    ACACTIVITY -

    ACCNTRACT  -

    ACCUSTOMER -

    ACPMHSTHDR -

    ACPRODINV  -


INVOKED Programs

    IFCU
    IFSG
    IFIM

BR58.1 - Product Tax Relationships

**Form Purpose
Use Product Tax Relationships (BR58.1) to define and maintain product tax
relationships. A product tax relationship is a combination of an account
category, delivery method, and tax product code, and is used to determine the
tax amount on a product or maintenance contract. Tax relationships override
both the bill-to address and service location when determining tax amounts.

NOTE: Tax relationships defined here must also be defined as exceptions on
Category Override Tax Rates (TX03.2). Tax relationships are interfaced to the
Lawson Tax (TX) system during invoice processing and used to identify the
appropriate tax rate for the product's delivery method.




Updated Files

    ACPRODTAX  -

    CKPOINT    -


Referenced Files

    ACACCTCAT  -


BR65.1 - Contract Percent Complete

**Form Purpose
Use Contract Percent Complete (BR65.1) to revise percent of completion for
revenue recognition.

**More Information
Percent complete measures the progress of an activity by calculating the
percentage of the budget expended to date. When you use percent complete
revenue recognition, you bill a percentage of the contract amount. You can
store the percentage of completion and revise it when actual conditions
change.




Updated Files

    ACPERCCMPL -


Referenced Files

    ACACCTCAT  -

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACBUDDTL   -

    ACBUDHDR   -

    ACCATGRP   -

    ACCATGRPX  -

    ACCNTRACT  -

    ACCNTRACTX -

    ACCONSOL   -

    ACCONSOLX  -

    ACLEVEL    -

    ACMASTER   -

    ACMASTERX  -

    ACSTATUS   -

    CUCONV     -

    CURELAT    -

    GLSYSTEM   -

    WFSETUP    -


BR65.2 - Percent Complete by Activity

**Form Purpose
Use Percent Complete by Activity (BR65.2) to calculate percentage of
completion by posting activity.




Updated Files

    ACPERCCMPL -


Referenced Files

    ACACCTCAT  -

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACBUDDTL   -

    ACCATGRP   -

    ACCATGRPX  -

    ACCNTRACT  -

    ACCNTRACTX -

    ACCONSOL   -

    ACCONSOLX  -

    ACLEVEL    -

    ACMASTER   -

    ACMASTERX  -

    ACSTATUS   -

    CUCONV     -

    CURELAT    -

    GLSYSTEM   -


INVOKED Programs

    ACCL
    IFCU
    IFSG

BR91.1 - Contract By Customer Inquiry

**Form Purpose
Use Contract By Customer Inquiry (BR91.1) to view all contracts for a
specific company/customer combination.




Updated Files

    ARPROCLEVL -

    CKPOINT    -

    CUSTEP     -


Referenced Files

    ACCNTRACT  -

    ACCUSTOMER -

    AGINGCODE  -

    ARCOMP     -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARLOCKBOX  -

    ARPAYMENT  -

    CUSTDESC   -

    EPTRANS    -

    INSTCTRYCD -

    NATACCT    -

    NATBALANCE -

    OECUST     -

    STATICCUST -

    WFSETUP    -


BRAH.1 - Customer Invoice Attachment Retrieval

Updated Files

    CKPOINT    -


Referenced Files

    ACINVHDR   -


BRCC.1 - Contract Percent Complete Calculation

**Form Purpose
Use Contract Percent Complete Calculation (BRCC.1) to calculate percent
complete for multiple activities, or when no edits to the calculated amounts
are anticipated




Updated Files

    ACPERCCMPL -

    CKPOINT    -

    MXLISTHDR  -

    MXLISTMBR  -


Referenced Files

    ACACCTCAT  -

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACBUDDTL   -

    ACBUDHDR   -

    ACCATGRP   -

    ACCATGRPX  -

    ACCNTRACT  -

    ACCNTRACTX -

    ACCOLGRP   -

    ACCONSOL   -

    ACCONSOLX  -

    ACIFACTV   -

    ACLEVEL    -

    ACMASTER   -

    ACMASTERX  -

    ACSTATUS   -

    CUCONV     -

    CURELAT    -

    GLSYSTEM   -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -

    WFSETUP    -


INVOKED Programs

    ACCL
    ACSR
    IFCU
    IFSG

Calling Programs

    BR165

BRFL.1 - Billing & Revenue Management Flowchart

**Form Purpose
Use Billing & Revenue Management Flowchart (BRFL.1) to access the setup
and processing tasks associated with the Billing and Revenue application.




Updated Files

    CKPOINT    -


Referenced Files

    None.


BRIP.1 - Invoice Print Program

**Form Purpose
Use Invoice Print Program (BRIP.1) to generate reports for billing purposes




Updated Files

    ACBLMAST   -

    ACFEEHIST  -

    ACHISTCNSL -

    ACHISTDTL  -

    ACHISTHDR  -

    ACHISTTAX  -

    ACINVDTL   -

    ACINVHDR   -

    ACRETNG    -

    ACRETNGX   -

    ARCODE     -

    ARIDISTRIB -

    ARIITEM    -

    ARITRANS   -

    ARPROCLEVL -

    CKPOINT    -

    CUSTEP     -

    SYSTEMCODE -

    TERMS      -

    TXCOMPANY  -

    TXTAXCODE  -

    TXTAXTRAN  -


Referenced Files

    ACACCTCAT  -

    ACACCTCLSS -

    ACACTGRP   -

    ACACTIVITY -

    ACACTSEG   -

    ACADDLCNTR -

    ACASSIGN   -

    ACBILL     -

    ACCNTRACT  -

    ACCNTRACTX -

    ACCUSTOMER -

    ACFEECLNG  -

    ACGLCODE   -

    ACINVDTL   -

    ACMASTER   -

    ACMASTERX  -

    ACTRANS    -

    AGINGCODE  -

    APACCRCODE -

    APCOMPANY  -

    APVENGROUP -

    ARCOMP     -

    ARCONTACTS -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARLOCKBOX  -

    AROITEMS   -

    ARPAYMENT  -

    BILLTO     -

    CUCONV     -

    CURELAT    -

    CUSTDESC   -

    EPTRANS    -

    GLADDRESS  -

    GLCHART    -

    GLSYSTEM   -

    INSTCTRYCD -

    INSTREGN   -

    NATACCT    -

    NATBALANCE -

    OECUST     -

    STATICCUST -

    WFSETUP    -


INVOKED Programs

    ACCL
    API4
    ACAC
    IFCU
    IFSG
    IFAC
    SLSE
    SLSU
    IFGT
    GLCC
    IFAU
    IFOB
    IFRS
    IFSC
    SLSB
    SLSS
    IFJR
    SLFD

Calling Programs

    BR901

BRPI.1 - Invoice Print Program

**Form Purpose
Use Invoice Print Program (BRIP.1) to generate reports for billing purposes




Updated Files

    ACMNTSCH   -

    ACMNTSCHX  -

    ACMXVAL    -

    ACPMHSTCSL -

    ACPMHSTDTL -

    ACPMHSTHDR -

    ACPMHSTTAX -

    ACPRODINV  -

    ACPROFORMA -

    ARCODE     -

    ARIDISTRIB -

    ARIITEM    -

    ARITRANS   -

    ARPROCLEVL -

    CKPOINT    -

    CUSTEP     -

    SYSTEMCODE -

    TERMS      -

    TXCOMPANY  -

    TXTAXCODE  -

    TXTAXTRAN  -


Referenced Files

    ACACCTCAT  -

    ACACCTCLSS -

    ACACTGRP   -

    ACACTIVITY -

    ACACTSEG   -

    ACADDLCNTR -

    ACASSIGN   -

    ACCNTRACT  -

    ACCNTRACTX -

    ACCNTRPCD  -

    ACCUSTOMER -

    ACGLCODE   -

    ACMASTER   -

    ACMASTERX  -

    ACMNTHDR   -

    ACPRODDTL  -

    ACPRODHDR  -

    ACPRODLSTX -

    ACSRVCLOC  -

    ACTRANS    -

    AGINGCODE  -

    APACCRCODE -

    APCOMPANY  -

    APVENGROUP -

    ARCOMP     -

    ARCONTACTS -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARLOCKBOX  -

    AROITEMS   -

    ARPAYMENT  -

    BILLTO     -

    CUCONV     -

    CURELAT    -

    CUSTDESC   -

    EPTRANS    -

    GLADDRESS  -

    GLCHART    -

    GLSYSTEM   -

    INSTCTRYCD -

    INSTREGN   -

    NATACCT    -

    NATBALANCE -

    OECUST     -

    STATICCUST -

    WFSETUP    -


INVOKED Programs

    ACCL
    API4
    ACAC
    IFCU
    IFSG
    IFAC
    SLSE
    SLSU
    IFGT
    GLCC
    IFAU
    IFOB
    IFRS
    IFSC
    SLSB
    SLSS
    IFJR
    SLFD

Calling Programs

    BR156

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 (this form)

2. Run Billing Invoice Reporting to review the invoice

3. Create the invoice using Invoice Print and Interface (BR121). You can run
this program concurrently with BR120.

4. Run Transaction Interface (AR560) to interface records to Accounts
Receivable

**Processing Effect
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.

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.

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    -

    ARPROCLEVL -

    CKPOINT    -

    CUSTEP     -

    IFMONITOR  -

    MXLISTHDR  -

    MXLISTMBR  -

    SUBCKPOINT -

    TXCODEMAST -

    TXCOMPANY  -

    TXTAXCODE  -

    TXTAXTABLE -


Referenced Files

    ACACCTCAT  -

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBLMAST   -

    ACBRDNTRAN -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACCUSTOMER -

    ACFEECLNG  -

    ACGLCODE   -

    ACIFACTV   -

    ACLEVEL    -

    ACMILESTN  -

    ACPERCCMPL -

    ACRETAIN   -

    ACRETAINX  -

    ACSTATUS   -

    ACUOM      -

    AGINGCODE  -

    APACCRCODE -

    ARCOMP     -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARLOCKBOX  -

    ARPAYMENT  -

    BILLTO     -

    CUCONV     -

    CURELAT    -

    CUSTDESC   -

    EPTRANS    -

    GLCODES    -

    GLSYSTEM   -

    INSTCTRYCD -

    INSTREGN   -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -

    NATACCT    -

    NATBALANCE -

    OECUST     -

    STATICCUST -

    TXTAXRATE  -

    WFSETUP    -


INVOKED Programs

    ACSR
    BRIP
    ACCL
    API4
    ACAC
    IFCU
    IFSG
    IFAC
    SLSE
    SLSU
    IFGT
    GLCC
    IFAU
    IFOB
    IFRS
    IFSC
    SLSB
    SLSS
    IFJR
    SLFD
    IFIM

BR121 - Invoice Print and Interface

**Form Purpose
Run Invoice Print and Interface (BR121) to create the invoice. In addition to
the invoice, this program automatically creates history, AC and GL
transactions, and AR records.

**Process at a Glance

1. Run Billing Calculation (BR120). You can run this program concurrently
with BR121.

2. Create the invoice using this form

3. Run Transaction Interface (AR560) to interface records to Accounts
Receivable

**Processing Effect
General Ledger and Activity Management journal entry records are
automatically created by running this program. After you run AR560, you can
only track the journal entries in General Ledger.

Billing Calculation (BR120) creates Accounts Receivable debit amounts and
either Activity Management Billed/Unearned or Earned/Unbilled credits. If you
are recognizing revenue before you calculate the bill, Earned/Unbilled credits
are created. If you calculate the bill before you recognize revenue,
Billed/Unearned credits are created.




Updated Files

    ACCNTRWBS  -

    ACMONITOR  -

    ACOBJID    -

    ACRETAIN   -

    ACRETAINX  -

    ARPROCLEVL -

    CKPOINT    -

    CUSTEP     -

    IFMONITOR  -

    MXLISTHDR  -

    MXLISTMBR  -

    SUBCKPOINT -

    TXCODEMAST -

    TXCOMPANY  -

    TXTAXCODE  -

    TXTAXTABLE -


Referenced Files

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACBLMAST   -

    ACCNTRACT  -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACCUSTOMER -

    ACFEECLNG  -

    ACHISTCLG  -

    ACIFACTV   -

    ACINVDTL   -

    ACINVHDR   -

    ACLEVEL    -

    ACRETNG    -

    ACSTATUS   -

    AGINGCODE  -

    APACCRCODE -

    ARCOMP     -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARLOCKBOX  -

    ARPAYMENT  -

    BILLTO     -

    CUCONV     -

    CURELAT    -

    CUSTDESC   -

    EPTRANS    -

    GLADDRESS  -

    GLCHART    -

    GLSYSTEM   -

    INSTCTRYCD -

    INSTREGN   -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -

    NATACCT    -

    NATBALANCE -

    OECUST     -

    STATICCUST -

    TXTAXRATE  -

    WFSETUP    -


INVOKED Programs

    ACSR
    BRIP
    ACCL
    API4
    ACAC
    IFCU
    IFSG
    IFAC
    SLSE
    SLSU
    IFGT
    GLCC
    IFAU
    IFOB
    IFRS
    IFSC
    SLSB
    SLSS
    IFJR
    SLFD
    IFFC
    IFIM

BR122 - Invoice Cancellation

**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 (this form)

2. Run Billing Invoice Reporting to review the invoice

3. Create the invoice using Invoice Print and Interface (BR121). You can run
this program concurrently with BR120.

4. Run Transaction Interface (AR560) to interface records to Accounts
Receivable

**Processing Effect
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.

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.

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  -

    ACCNTRWBS  -

    ACHISTHDR  -

    ACINVAUDIT -

    ACMILESTNX -

    ACMONITOR  -

    ACOBJID    -

    ACRETAIN   -

    ACRETNG    -

    ACRETNGX   -

    ACTRANS    -

    ARPROCLEVL -

    CKPOINT    -

    CUSTEP     -

    IFMONITOR  -

    SUBCKPOINT -

    TXCODEMAST -

    TXCOMPANY  -

    TXTAXCODE  -

    TXTAXTABLE -


Referenced Files

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACBLMAST   -

    ACCUSTOMER -

    ACFEEHIST  -

    ACHISTCLG  -

    ACHISTDTL  -

    AGINGCODE  -

    APACCRCODE -

    ARCOMP     -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARLOCKBOX  -

    ARPAYMENT  -

    BILLTO     -

    CUCONV     -

    CURELAT    -

    CUSTDESC   -

    EPTRANS    -

    GLADDRESS  -

    GLCHART    -

    GLSYSTEM   -

    INSTCTRYCD -

    INSTREGN   -

    NATACCT    -

    NATBALANCE -

    OECUST     -

    STATICCUST -

    TXTAXRATE  -

    WFSETUP    -


INVOKED Programs

    BRIP
    ACCL
    API4
    ACAC
    IFCU
    IFSG
    IFAC
    SLSE
    SLSU
    IFGT
    GLCC
    IFAU
    IFOB
    IFRS
    IFSC
    SLSB
    SLSS
    IFJR
    SLFD
    IFFC
    IFIM

BR123 - Product Invoice Cancel

**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 (this form)

2. Run Billing Invoice Reporting to review the invoice

3. Create the invoice using Invoice Print and Interface (BR121). You can run
this program concurrently with BR120.

4. Run Transaction Interface (AR560) to interface records to Accounts
Receivable

**Processing Effect
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.

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.

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

    ACCNTRWBS  -

    ACINVAUDIT -

    ACMNTSCH   -

    ACMONITOR  -

    ACOBJID    -

    ACPMHSTHDR -

    ACPRMSTNX  -

    ACPRODINV  -

    ARPROCLEVL -

    CKPOINT    -

    CUSTEP     -

    IFMONITOR  -

    SUBCKPOINT -

    TXCODEMAST -

    TXCOMPANY  -

    TXTAXCODE  -

    TXTAXTABLE -


Referenced Files

    ACACTGRP   -

    ACACTIVITY -

    ACCNTRACT  -

    ACCUSTOMER -

    ACPMHSTDTL -

    ACPRODINV  -

    ACSRVCLOC  -

    AGINGCODE  -

    APACCRCODE -

    ARCOMP     -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARLOCKBOX  -

    ARPAYMENT  -

    BILLTO     -

    CUCONV     -

    CURELAT    -

    CUSTDESC   -

    EPTRANS    -

    GLADDRESS  -

    GLCHART    -

    GLSYSTEM   -

    INSTCTRYCD -

    INSTREGN   -

    NATACCT    -

    NATBALANCE -

    OECUST     -

    STATICCUST -

    TXTAXRATE  -

    WFSETUP    -


INVOKED Programs

    BRPI
    ACCL
    API4
    ACAC
    IFCU
    IFSG
    IFAC
    SLSE
    SLSU
    IFGT
    GLCC
    IFAU
    IFOB
    IFRS
    IFSC
    SLSB
    SLSS
    IFJR
    SLFD
    IFFC
    IFIM

BR124 - Deferred Revenue Adjustment

**Form Purpose
Run Revenue Calculation (BR130) to calculate revenue for the activities you
select. Revenue is calculated at the level you specify for all
revenue-recognizing activities of an activity group. The balance on the
revenue level activity is evaluated to determine whether there is a balance in
the billed or unbilled fields.

**Processing Effect
If a balance exists in the billed field, the entry is applied to the billed
account category up to the balance. Any remaining balance is then applied to
the unbilled account category. If a balance exists in the unbilled field, the
entire balance is applied to the unbilled account category.

Pass through revenue is not included in the billed or unbilled balances. Pass
through revenue always posts to the unbilled account.

Note When the revenue method is Percent Complete (Method B - Gross Margin) or
Completed Contract (Method B - Gross Margin) and you define the revenue
accounts as an account and subaccount rather than a General Ledger code,
revenue is calculated using the Activity Management GL Accnt Unit Master file
cost balances instead of the total cost amount from the Percent Complete file.


The gross margin calculation for revenue recognition is based on the
following formulas:

Gross Margin = Gross Profit / Contract Amount

Revenue = 1 / (1 - Gross Margin )  x  Costs to Date




Updated Files

    ACMONITOR  -

    ACMXVAL    -

    CKPOINT    -

    IFMONITOR  -

    SUBCKPOINT -

    SYSTEMCODE -


Referenced Files

    ACACCTCAT  -

    ACACTGRP   -

    ACACTIVITY -

    ACCATGRP   -

    ACCNTRACT  -

    ACCOLGRP   -

    ACGLCODE   -

    ACMNTHDR   -

    ACMNTSCH   -

    ACPRODHDR  -

    ACPRODLSTX -

    ACSTATUS   -

    CUCONV     -

    CURELAT    -

    GLADDRESS  -

    GLCHART    -

    GLINTCO    -

    GLSYSTEM   -

    WFSETUP    -


INVOKED Programs

    ACCL
    IFAC
    ACAC
    API4
    IFCU
    IFSG
    SLSE
    SLSU
    IFFC
    IFGT
    GLCC
    IFAU
    IFOB
    IFRS
    IFSC
    SLSB
    SLSS
    IFIM
    IFJR
    SLFD

BR130 - Revenue Calculation

**Form Purpose
Run Revenue Calculation (BR130) to calculate revenue for the activities you
select. Revenue is calculated at the level you specify for all
revenue-recognizing activities of an activity group. The balance on the
revenue level activity is evaluated to determine whether there is a balance in
the billed or unbilled fields.

**Processing Effect
If a balance exists in the billed field, the entry is applied to the billed
account category up to the balance. Any remaining balance is then applied to
the unbilled account category. If a balance exists in the unbilled field, the
entire balance is applied to the unbilled account category.

Pass through revenue is not included in the billed or unbilled balances. Pass
through revenue always posts to the unbilled account.

Note When the revenue method is Percent Complete (Method B - Gross Margin) or
Completed Contract (Method B - Gross Margin) and you define the revenue
accounts as an account and subaccount rather than a General Ledger code,
revenue is calculated using the Activity Management GL Accnt Unit Master file
cost balances instead of the total cost amount from the Percent Complete file.


The gross margin calculation for revenue recognition is based on the
following formulas:

Gross Margin = Gross Profit / Contract Amount

Revenue = 1 / (1 - Gross Margin )  x  Costs to Date




Updated Files

    ACBILL     -

    ACBILLX    -

    ACCEILINGX -

    ACCNTRACT  -

    ACGLTOTREV -

    ACMILESTNX -

    ACMONITOR  -

    ACTRANS    -

    ACTRANSERR -

    CKPOINT    -

    IFMONITOR  -

    MXLISTHDR  -

    MXLISTMBR  -

    SUBCKPOINT -

    SYSTEMCODE -


Referenced Files

    ACACCTCAT  -

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACACTSEG   -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBUDDTL   -

    ACCATGRP   -

    ACCATGRPX  -

    ACCNTRACCT -

    ACCNTRACTX -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACCONSOL   -

    ACCONSOLX  -

    ACGLCODE   -

    ACGLMAST   -

    ACGLMASTX  -

    ACIFACTV   -

    ACJOURNLCD -

    ACLEVEL    -

    ACMASTER   -

    ACMASTERX  -

    ACMILESTN  -

    ACPERCCMPL -

    ACSTATUS   -

    CUCONV     -

    CURELAT    -

    GLADDRESS  -

    GLCHART    -

    GLINTCO    -

    GLSYSTEM   -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -

    WFSETUP    -


INVOKED Programs

    ACCL
    ACSR
    IFAC
    ACAC
    API4
    IFCU
    IFSG
    SLSE
    SLSU
    IFFC
    IFGT
    GLCC
    IFAU
    IFOB
    IFRS
    IFSC
    SLSB
    SLSS
    IFIM
    IFJR
    SLFD

BR131 - Revenue Realization

**Form Purpose
Run Revenue Realization (BR131) to make revenue adjustments after you have
edited an invoice using Invoice Edit (BR20.x) and have run Invoice Print and
Interface (BR121). Revenue Realization (BR131) looks at all the adjustments
that were made to the invoice revenue amounts and updates the revenue
realization entries.The updates are made at the same level at which the
adjustments were made on the invoice.

Revenue Realization (BR131) also lets you post invoice related revenue
adjustments to a different activity, account category, company, accounting
unit, and revenue account, instead of the original defaults that were used
when originally recognizing revenue using full accrual and cost plus revenue
recognition methods.

Important If Revenue Realization (BR131)is run before Revenue Calculation
(BR130),you could end up with more or less revenue than you are anticipating.
For example, if you were to write down the revenue and run Revenue Realization
(BR131) without running Revenue Calculation (BR130) first, you may end up with
negative revenue for a month.




Updated Files

    ACHISTDTL  -

    ACHISTHDR  -

    ACMONITOR  -

    CKPOINT    -

    IFMONITOR  -

    MXLISTHDR  -

    MXLISTMBR  -

    SUBCKPOINT -

    SYSTEMCODE -


Referenced Files

    ACACCTCAT  -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACACTSEG   -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACCATGRP   -

    ACCNTRACCT -

    ACCNTRACT  -

    ACCNTRACTX -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACCUSTOMER -

    ACGLCODE   -

    ACIFACTV   -

    ACLEVEL    -

    ACMASTER   -

    ACMASTERX  -

    ACSTATUS   -

    ACTRANS    -

    GLADDRESS  -

    GLCHART    -

    GLSYSTEM   -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -

    WFSETUP    -


INVOKED Programs

    ACCL
    ACSR
    IFCU
    IFSG
    IFFC
    IFGT
    ACAC
    API4
    IFAC
    SLSE
    SLSU
    GLCC
    IFAU
    IFOB
    IFRS
    IFSC
    SLSB
    SLSS
    IFIM
    IFJR
    SLFD

BR142 - Mass Transaction Hold

**Form Purpose
Run Mass Transaction Hold (BR142) to place multiple transactions on hold. You
can change the hold status of transactions for a single activity or a group of
activities.

You can also further restrict the transactions affected by the program by
selecting further selection criteria, such as a date range, a system code, or
a source code. You can change the hold status of billable transactions, billed
transactions, or/and revenue recognition transactions.




Updated Files

    ACMONITOR  -

    ACTRANS    -

    CKPOINT    -

    MXLISTHDR  -

    MXLISTMBR  -


Referenced Files

    ACACCTCAT  -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACCATGRP   -

    ACCATGRPX  -

    ACCNTRACT  -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACIFACTV   -

    ACLEVEL    -

    ACSTATUS   -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -

    WFSETUP    -


INVOKED Programs

    ACSR

BR151 - Product Invoicing

**Form Purpose
Run Product Invoicing (BR151) to calculate the billable activity amounts you
want to include on a client's product invoice. You can run this program by
collection, activity group, activity, or activity list.

**Processing Effect
Journal entries made from the billing process post the invoiced amounts into
the billed account categories in Project and Activity Accounting. The
offsetting transactions will be posted to the GL accounts specified in the AR
Code assigned to the customer's process level AR.

The Update option lets you choose whether to create the invoice 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.




Updated Files

    ACCNTRWBS  -

    ACMONITOR  -

    ACOBJID    -

    ACPRMSTNX  -

    ACPROFORMA -

    ARPROCLEVL -

    CKPOINT    -

    CUSTEP     -

    IFMONITOR  -

    MXLISTHDR  -

    MXLISTMBR  -

    SUBCKPOINT -

    TXCODEMAST -

    TXCOMPANY  -

    TXTAXCODE  -

    TXTAXTABLE -


Referenced Files

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACCNTRACT  -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACCUSTOMER -

    ACGLCODE   -

    ACIFACTV   -

    ACLEVEL    -

    ACPRMSTN   -

    ACPRODDTL  -

    ACPRODHDR  -

    ACPRODINV  -

    ACPRODTAX  -

    ACSRVCLOC  -

    ACSTATUS   -

    AGINGCODE  -

    APACCRCODE -

    ARCOMP     -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARLOCKBOX  -

    ARPAYMENT  -

    BILLTO     -

    CUCONV     -

    CURELAT    -

    CUSTDESC   -

    EPTRANS    -

    GLADDRESS  -

    GLCHART    -

    GLCODES    -

    GLSYSTEM   -

    INSTCTRYCD -

    INSTREGN   -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -

    NATACCT    -

    NATBALANCE -

    OECUST     -

    STATICCUST -

    TXTAXRATE  -

    WFSETUP    -


INVOKED Programs

    ACSR
    BRPI
    ACCL
    API4
    ACAC
    IFCU
    IFSG
    IFAC
    SLSE
    SLSU
    IFGT
    GLCC
    IFAU
    IFOB
    IFRS
    IFSC
    SLSB
    SLSS
    IFJR
    SLFD
    IFFC
    IFIM

BR152 - Maintenance Invoicing

**Form Purpose
Run Maintenance Invoicing (BR152) to calculate the billable amounts you want
to include on a client's maintenance invoice. You can run this program by
collection, activity group, activity, or activity list.

**Process at a Glance

1. Run Maintenance Invoicing (this form)

2. Run Billing Invoice Reporting to review the invoice

3. Create the invoice using Invoice Print and Interface (BR121). You can run
this program concurrently with BR120.

4. Run Transaction Interface (AR560) to interface records to Accounts
Receivable

**Processing Effect
Journal entries made from the billing process post the invoiced amounts into
the billed account categories in Project and Activity Accounting. The
offsetting revenue transactions will be posted to the GL accounts specified in
the AR Code assigned to the customer's process level AR.

The Update option lets you choose whether to create the invoice 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.

When Project and Activity Accounting invoices are interfaced into Accounts
Receivable, they are summarized by activity account category.




Updated Files

    ACCNTRWBS  -

    ACMNTSCH   -

    ACMNTSCHX  -

    ACMONITOR  -

    ACOBJID    -

    ARPROCLEVL -

    CKPOINT    -

    CUSTEP     -

    IFMONITOR  -

    MXLISTHDR  -

    MXLISTMBR  -

    SUBCKPOINT -

    TXCODEMAST -

    TXCOMPANY  -

    TXTAXCODE  -

    TXTAXTABLE -


Referenced Files

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACCNTRACT  -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACCUSTOMER -

    ACIFACTV   -

    ACLEVEL    -

    ACMNTHDR   -

    ACMNTSCHX  -

    ACPRODTAX  -

    ACPROFORMA -

    ACSRVCLOC  -

    ACSTATUS   -

    AGINGCODE  -

    APACCRCODE -

    ARCOMP     -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARLOCKBOX  -

    ARPAYMENT  -

    ARREMIT    -

    BILLTO     -

    CUCONV     -

    CURELAT    -

    CUSTDESC   -

    EPTRANS    -

    GLADDRESS  -

    GLCHART    -

    GLCODES    -

    GLSYSTEM   -

    INSTCTRYCD -

    INSTREGN   -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -

    NATACCT    -

    NATBALANCE -

    OECUST     -

    STATICCUST -

    TXTAXRATE  -

    WFSETUP    -


INVOKED Programs

    ACSR
    BRPI
    ACCL
    API4
    ACAC
    IFCU
    IFSG
    IFAC
    SLSE
    SLSU
    IFGT
    GLCC
    IFAU
    IFOB
    IFRS
    IFSC
    SLSB
    SLSS
    IFJR
    SLFD
    IFFC
    IFIM

BR153 - Product Revenue Calculation

**Form Purpose
Run Product Revenue Calculation (BR153) to calculate and recognize product
revenue for the activities you select. Revenue is calculated at the level you
specify for all product contracts associated with revenue-recognizing
activities of an activity group.




Updated Files

    ACDEFREV   -

    ACMONITOR  -

    ACMXVAL    -

    ACPRODDTL  -

    ACPRODHDR  -

    CKPOINT    -

    IFMONITOR  -

    MXLISTHDR  -

    MXLISTMBR  -

    SUBCKPOINT -

    SYSTEMCODE -


Referenced Files

    ACACCTCAT  -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACCATGRP   -

    ACCNTRACT  -

    ACCNTRACTX -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACGLCODE   -

    ACIFACTV   -

    ACLEVEL    -

    ACMASTER   -

    ACMASTERX  -

    ACPRODLSTX -

    ACSTATUS   -

    ACTRANS    -

    CUCONV     -

    CURELAT    -

    GLADDRESS  -

    GLCHART    -

    GLINTCO    -

    GLSYSTEM   -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -

    WFSETUP    -


INVOKED Programs

    ACCL
    ACSR
    IFAC
    ACAC
    API4
    IFCU
    IFSG
    SLSE
    SLSU
    IFFC
    IFGT
    GLCC
    IFAU
    IFOB
    IFRS
    IFSC
    SLSB
    SLSS
    IFIM
    IFJR
    SLFD

BR154 - Maintenance Revenue Calculation

**Form Purpose
Run Maintenance Schedule Revenue (BR154) to recognize revenue related to
product maintenance. Revenue is calculated at the level you specify for all
revenue-recognizing activities of an activity group.

Maintenance schedules included in this listing must meet the following
criteria:

- The parent contract must be within the activity selection criteria on this
form.
- The maintenance schedule must have a status of 3 (Processed) or 4 (Free
ISP).
- The maintenance schedule dates must be within the date parameters on this
form.
- The maintenance schedule's revenue status must be "To Process."


Updated Files

    ACMNTSCHX  -

    ACMONITOR  -

    ACMXVAL    -

    CKPOINT    -

    IFMONITOR  -

    MXLISTHDR  -

    MXLISTMBR  -

    SUBCKPOINT -

    SYSTEMCODE -


Referenced Files

    ACACCTCAT  -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACCATGRP   -

    ACCNTRACT  -

    ACCNTRACTX -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACGLCODE   -

    ACIFACTV   -

    ACLEVEL    -

    ACMNTHDR   -

    ACMNTSCH   -

    ACPRODLSTX -

    ACSTATUS   -

    CUCONV     -

    CURELAT    -

    GLADDRESS  -

    GLCHART    -

    GLINTCO    -

    GLSYSTEM   -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -

    WFSETUP    -


INVOKED Programs

    ACCL
    ACSR
    IFAC
    ACAC
    API4
    IFCU
    IFSG
    SLSE
    SLSU
    IFFC
    IFGT
    GLCC
    IFAU
    IFOB
    IFRS
    IFSC
    SLSB
    SLSS
    IFIM
    IFJR
    SLFD

BR155 - Maintenance Schedule Copy

**Form Purpose
Run Maintenance Schedule Copy (BR155) to renew multiple maintenance
schedules. All renewed schedules will be created with the same end date and
the same schedule name, and cannot be moved to another contract during the
copy process.

**Processing Effect
These rules encourage a naming a convention that identifies the specific
month or quarter for the renewed schedules. For example, those customers due
for renewal in Q1 or 2004 might have their product maintenance agreements
renewed with a maintenance schedule named Q12004. The schedules are still
unique to each contract even though they have the same name.


Updated Files

    ACMNTHDR   -

    ACMNTSCH   -

    ACOBJID    -

    CKPOINT    -

    CUSTEP     -

    MXLISTHDR  -

    MXLISTMBR  -


Referenced Files

    ACACCTCAT  -

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACCATGRP   -

    ACCNTRACT  -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACCUSTDTL  -

    ACGLCODE   -

    ACIFACTV   -

    ACLEVEL    -

    ACPRODACCT -

    ACPRODLST  -

    ACPRODLSTX -

    ACSRVCLOC  -

    ACSTATUS   -

    AGINGCODE  -

    ARCOMP     -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARLOCKBOX  -

    ARPAYMENT  -

    CUSTDESC   -

    EPTRANS    -

    GLADDRESS  -

    GLCHART    -

    GLSYSTEM   -

    INSTCTRYCD -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -

    NATACCT    -

    NATBALANCE -

    OECUST     -

    STATICCUST -

    WFSETUP    -


INVOKED Programs

    ACSR
    IFAC
    ACAC
    ACCL
    API4
    IFCU
    IFSG
    SLSE
    SLSU
    IFAU

BR156 - Maintenance Quote

**Form Purpose
Run Maintenance Quote (BR120) to create pro-forma invoices used to negotiate
maintenance renewal for the products a customer has purchased. An actual
invoice is not created by this program.

If you run this program in report mode (Update = N), the generated report
will identify the products to be invoiced, the amount to be charged for each
product, and the total invoice amount.

If you run this program in update mode (Update = Y), the program will
identify products ready to be included on the invoice and the amounts charged
for each, and will reserve an invoice number for the actual invoice that will
eventually be generated by Maintenance Invoicing (BR152).



Updated Files

    ACMNTSCH   -

    ACMNTSCHX  -

    ACMONITOR  -

    ACOBJID    -

    ACPROFORMA -

    ARPROCLEVL -

    CKPOINT    -

    CUSTEP     -

    IFMONITOR  -

    MXLISTHDR  -

    MXLISTMBR  -

    SUBCKPOINT -

    TXCODEMAST -

    TXCOMPANY  -

    TXTAXCODE  -

    TXTAXTABLE -


Referenced Files

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACCNTRACT  -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACCUSTOMER -

    ACIFACTV   -

    ACLEVEL    -

    ACMNTHDR   -

    ACMNTSCHX  -

    ACPRODTAX  -

    ACSRVCLOC  -

    ACSTATUS   -

    AGINGCODE  -

    APACCRCODE -

    ARCOMP     -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARLOCKBOX  -

    ARPAYMENT  -

    BILLTO     -

    CUCONV     -

    CURELAT    -

    CUSTDESC   -

    EPTRANS    -

    GLCODES    -

    GLSYSTEM   -

    INSTCTRYCD -

    INSTREGN   -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -

    NATACCT    -

    NATBALANCE -

    OECUST     -

    STATICCUST -

    TXTAXRATE  -

    WFSETUP    -


INVOKED Programs

    ACSR
    BRPI
    ACCL
    API4
    ACAC
    IFCU
    IFSG
    IFAC
    SLSE
    SLSU
    IFGT
    GLCC
    IFAU
    IFOB
    IFRS
    IFSC
    SLSB
    SLSS
    IFJR
    SLFD
    IFIM

BR157 - Maintenance Cancel

**Form Purpose
Run Maintenance Cancel (BR157) to cancel maintenance for products that have
not paid after issuing a customer a pro forma invoice for continued
maintenance. Only products included on a pro forma invoice can have
maintenance cancelled by this program. The Payment Tolerance Days field can be
used to specify the date after which maintenance should be discontinued.




Updated Files

    ACMNTSCH   -

    ACMNTSCHX  -

    ARPROCLEVL -

    CKPOINT    -

    IFMONITOR  -

    MXLISTHDR  -

    MXLISTMBR  -

    SUBCKPOINT -


Referenced Files

    ACACCTCAT  -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACCATGRP   -

    ACCNTRACT  -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACCUSTOMER -

    ACIFACTV   -

    ACLEVEL    -

    ACMNTHDR   -

    ACMNTSCHX  -

    ACPMHSTDTL -

    ACPMHSTHDR -

    ACPRODLSTX -

    ACPROFORMA -

    ACREASONCD -

    ACSTATUS   -

    ARCOMP     -

    ARCUSTGRP  -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -

    WFSETUP    -


INVOKED Programs

    ACSR
    IFIM

BR165 - Contract Percent Complete Calc

**Form Purpose
Run Contract Percent Complete Calc (BR165) to calculate percent complete for
multiple activities, or when no edits to the calculated amounts are
anticipated.




Updated Files

    CKPOINT    -

    MXLISTHDR  -

    MXLISTMBR  -


Referenced Files

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACBUDHDR   -

    ACCNTRACT  -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACCONSOL   -

    ACIFACTV   -

    ACLEVEL    -

    ACSTATUS   -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -


INVOKED Programs

    ACCL
    ACSR
    BRCC
    IFCU
    IFSG

BR200 - Billing Listing

**Form Purpose
Run Billing Listing (BR200) to print a list of activity billing information.

Updated Files

    CKPOINT    -

    MXLISTHDR  -

    MXLISTMBR  -


Referenced Files

    ACACCTCAT  -

    ACACCTCLSS -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACCNTRACT  -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACIFACTV   -

    ACLEVEL    -

    ACSTATUS   -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -

    WFSETUP    -


INVOKED Programs

    ACSR

BR202 - Retainer Listing

**Form Purpose
Run Retainer Listing (BR202) to print a list of activity billing retainer
information.




Updated Files

    CKPOINT    -

    MXLISTHDR  -

    MXLISTMBR  -


Referenced Files

    ACACCTCAT  -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACCATGRP   -

    ACCNTRACT  -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACIFACTV   -

    ACLEVEL    -

    ACRETAIN   -

    ACRETAINX  -

    ACSTATUS   -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -


INVOKED Programs

    ACSR

BR203 - Billing Rate Listing

**Form Purpose
Run Billing Rate Listing (BR203) to print a list of billing rates defined on
Labor Rates (BR03.1) and Units of Production Rates (BR03.2).




Updated Files

    CKPOINT    -


Referenced Files

    ACBLRATE   -

    ACBLRATEX  -

    WFSETUP    -


BR204 - Burden Billing Rate Listing

**Form Purpose
Run Burden Billing Rate Listing (BR204) to print a list of pool burden rates
defined using Pool Burden rates (BR04.1).




Updated Files

    CKPOINT    -

    MXLISTHDR  -

    MXLISTMBR  -


Referenced Files

    ACACCTCAT  -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACBRDNBLRX -

    ACBRDNHDR  -

    ACBRDNTYPE -

    ACCATGRP   -

    ACCNTRACT  -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACIFACTV   -

    ACLEVEL    -

    ACSTATUS   -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -

    WFSETUP    -


INVOKED Programs

    ACSR

BR205 - Milestone Listing

**Form Purpose
Run Milestone Listing (BR205) to print a list of milestones associated with
activities. You can identify a specific range of milestones to include in the
listing, list a specific type of milestone, and list milestones by their
status.




Updated Files

    CKPOINT    -

    MXLISTHDR  -

    MXLISTMBR  -


Referenced Files

    ACACCTCAT  -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACCATGRP   -

    ACCNTRACT  -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACIFACTV   -

    ACLEVEL    -

    ACMILESTN  -

    ACMILESTNX -

    ACSTATUS   -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -

    WFSETUP    -


INVOKED Programs

    ACSR

BR208 - Reason Code Listing

**Form Purpose
Run Reason Code Listing (BR208) to print a list of the employee statuses
defined for the company. The listing includes the corresponding payment
status.




Updated Files

    CKPOINT    -


Referenced Files

    ACREASONCD -


BR210 - Contract Listing

**Form Purpose
Run Contract Listing (BR210) to print a list of the contract information
defined on Contract Parameters (BR10.1). You can select the activity or
activities for which you want to list contract information, and you can
include additional information, GL code/account category information, and
tolerance information in the listing.




Updated Files

    CKPOINT    -

    CUSTEP     -

    MXLISTHDR  -

    MXLISTMBR  -


Referenced Files

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACCNTRACCT -

    ACCNTRACT  -

    ACCNTRACTX -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACIFACTV   -

    ACLEVEL    -

    ACSTATUS   -

    AGINGCODE  -

    ARCOMP     -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARLOCKBOX  -

    ARPAYMENT  -

    CUSTDESC   -

    EPTRANS    -

    INSTCTRYCD -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -

    NATACCT    -

    NATBALANCE -

    OECUST     -

    STATICCUST -

    WFSETUP    -


INVOKED Programs

    ACSR

BR211 - Activity Customer Listing

**Form Purpose
Run Activity Customer Listing (BR211) to print a list of the activity
customer information defined on Customer (BR11.1). You can list customer
information for a company group, a company or range of companies, a customer
or range of customers, an invoice option, or range of invoice options.




Updated Files

    ARPROCLEVL -

    CKPOINT    -

    CUSTEP     -


Referenced Files

    ACCUSTOMER -

    AGINGCODE  -

    ARCOMP     -

    ARCONTACTS -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARLOCKBOX  -

    ARPAYMENT  -

    BILLTO     -

    CUSTDESC   -

    EPTRANS    -

    GLCGCPY    -

    INSTCTRYCD -

    INSTREGN   -

    NATACCT    -

    NATBALANCE -

    OECUST     -

    STATICCUST -

    WFSETUP    -


BR212 - Contract Modification List

**Form Purpose
Run Contract Modification Listing (BR212) to list contract modifications
entered on Contract Modification (BR10.5) for an activity and activity group.
You can limit the listing to a range date and you can print comments in the
listing. Contracts modifications are listed only for activities that are
defined to track modification audits on Activity Group (AC00.1).




Updated Files

    CKPOINT    -


Referenced Files

    ACACTGRP   -

    ACACTIVITY -

    ACADDLCNTR -

    ACCNTMOD   -

    ACCNTMODX  -

    ACCNTRACT  -

    ACLEVEL    -


BR215 - Product Contract Listing

**Form Purpose
Run Contract Listing (BR210) to print a list of the contract information
defined on Contract Parameters (BR10.1). You can select the activity or
activities for which you want to list contract information, and you can
include additional information, GL code/account category information, and
tolerance information in the listing.




Updated Files

    CKPOINT    -

    CUSTEP     -

    MXLISTHDR  -

    MXLISTMBR  -


Referenced Files

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACCNTRACT  -

    ACCNTRPCD  -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACCONTACTS -

    ACIFACTV   -

    ACLEVEL    -

    ACSTATUS   -

    AGINGCODE  -

    ARCOMP     -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARLOCKBOX  -

    ARPAYMENT  -

    CUSTDESC   -

    EPTRANS    -

    INSTCTRYCD -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -

    NATACCT    -

    NATBALANCE -

    OECUST     -

    STATICCUST -

    WFSETUP    -


INVOKED Programs

    ACSR

BR220 - Invoice Audit Listing

**Form Purpose
Run Invoice Audit Listing (BR220) to print a list of changes made to
invoices. You can limit the listing to a collection, an activity group, a list
of activities, or specific invoices. You can also further limit the listing to
a customer, a range of invoices, and a range of transaction dates.




Updated Files

    ARPROCLEVL -

    CKPOINT    -

    CUSTEP     -

    MXLISTHDR  -

    MXLISTMBR  -


Referenced Files

    ACACCTCAT  -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACCATGRP   -

    ACCNTRACT  -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACIFACTV   -

    ACINVAUDIT -

    ACLEVEL    -

    ACSTATUS   -

    AGINGCODE  -

    ARCOMP     -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARLOCKBOX  -

    ARPAYMENT  -

    CUSTDESC   -

    EPTRANS    -

    INSTCTRYCD -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -

    NATACCT    -

    NATBALANCE -

    OECUST     -

    STATICCUST -

    WFSETUP    -


INVOKED Programs

    ACSR

BR230 - Contract Status Listing

**Form Purpose
Run Contract Status Listing (BR230) to print a list of user-defined contract
statuses. Statuses are defined on Contract Status (BR30).




Updated Files

    CKPOINT    -


Referenced Files

    ACCNTRSTAT -


BR247 - Contract Template Listing

**Form Purpose
Run Contract Listing (BR210) to print a list of the contract information
defined on Contract Parameters (BR10.1). You can select the activity or
activities for which you want to list contract information, and you can
include additional information, GL code/account category information, and
tolerance information in the listing.




Updated Files

    CKPOINT    -


Referenced Files

    ACTEMPACCT -

    ACTEMPCNT  -


BR250 - Product List Listing

**Form Purpose
Run Product List Listing (BR250) to print information about a specified
product list you defined on Product List (BR50.1). You can specify whether or
not to include account, price, or cost information.




Updated Files

    CKPOINT    -


Referenced Files

    ACPRODACCT -

    ACPRODLST  -

    ACPRODLSTX -

    ACPRODUSER -


INVOKED Programs

    IFCU
    IFSG

BR251 - Product Contract Listing

**Form Purpose
Run Product Contract Listing (BR251) to print a list of the product contract
information defined on Product Contract (BR51.1). You can select the activity
or activities for which you want to list product contract information.




Updated Files

    CKPOINT    -

    CUSTEP     -

    MXLISTHDR  -

    MXLISTMBR  -


Referenced Files

    ACACCTCAT  -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACCATGRP   -

    ACCNTRACT  -

    ACCNTRCMTX -

    ACCNTRSTAT -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACGLCODE   -

    ACIFACTV   -

    ACLEVEL    -

    ACPRODDTL  -

    ACPRODHDR  -

    ACREASONCD -

    ACSRVCLOC  -

    ACSTATUS   -

    AGINGCODE  -

    ARCOMP     -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARLOCKBOX  -

    ARPAYMENT  -

    CUSTDESC   -

    EPTRANS    -

    INSTCTRYCD -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -

    NATACCT    -

    NATBALANCE -

    OECUST     -

    STATICCUST -

    WFSETUP    -


INVOKED Programs

    ACSR

BR252 - Maintenance Schedule Listing

**Form Purpose
Run Maintenance Schedule Listing (BR252) to print a list of maintenance
schedules that meet the criteria you specify. This listing can help you
identify clients and products that are due for renewal in a specified
timeframe, and maintenance revenue that has been or has yet to be recognized.

**More Help
You can print projected maintenance schedule amounts using the Report Option
field on the Other Options tab.



Updated Files

    ARPROCLEVL -

    CKPOINT    -

    CUSTEP     -

    MXLISTHDR  -

    MXLISTMBR  -


Referenced Files

    ACACCTCAT  -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACCATGRP   -

    ACCMTTYPE  -

    ACCNTRACT  -

    ACCNTRCMTX -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACCUSTOMER -

    ACIFACTV   -

    ACLEVEL    -

    ACMNTHDR   -

    ACMNTSCH   -

    ACMNTSCHX  -

    ACPMHSTDTL -

    ACPMHSTHDR -

    ACPRODLST  -

    ACPRODLSTX -

    ACPROFORMA -

    ACSRVCLOC  -

    ACSTATUS   -

    AGINGCODE  -

    ARCOMP     -

    ARCONTACTS -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARLOCKBOX  -

    ARPAYMENT  -

    CUSTDESC   -

    EPTRANS    -

    GLADDRESS  -

    GLCHART    -

    GLSYSTEM   -

    INSTCTRYCD -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -

    NATACCT    -

    NATBALANCE -

    OECUST     -

    STATICCUST -

    WFSETUP    -


INVOKED Programs

    ACSR
    IFAU
    IFSG

BR253 - Deferred Revenue Listing

**Form Purpose
Run Product Contract Listing (BR251) to print a list of the product contract
information defined on Product Contract (BR51.1). You can select the activity
or activities for which you want to list product contract information.




Updated Files

    CKPOINT    -

    CUSTEP     -

    MXLISTHDR  -

    MXLISTMBR  -


Referenced Files

    ACACCTCAT  -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACCATGRP   -

    ACCNTRACT  -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACDEFREV   -

    ACIFACTV   -

    ACLEVEL    -

    ACPRODDTL  -

    ACPRODHDR  -

    ACPRODLSTX -

    ACSTATUS   -

    ACTRANS    -

    AGINGCODE  -

    ARCOMP     -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARLOCKBOX  -

    ARPAYMENT  -

    CUSTDESC   -

    EPTRANS    -

    INSTCTRYCD -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -

    NATACCT    -

    NATBALANCE -

    OECUST     -

    STATICCUST -

    WFSETUP    -


INVOKED Programs

    ACSR

BR254 - Product Milestone Listing

**Form Purpose
Run Milestone Listing (BR205) to print a list of milestones associated with
activities. You can identify a specific range of milestones to include in the
listing, list a specific type of milestone, and list milestones by their
status.




Updated Files

    CKPOINT    -

    MXLISTHDR  -

    MXLISTMBR  -


Referenced Files

    ACACCTCAT  -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACCATGRP   -

    ACCNTRACT  -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACIFACTV   -

    ACLEVEL    -

    ACPRMSTN   -

    ACPRMSTNX  -

    ACSTATUS   -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -

    WFSETUP    -


INVOKED Programs

    ACSR

BR265 - Contract Percent Complete Rpt

**Form Purpose
Run Contract Percent Complete Rpt (BR265) to print a report of the percent
complete calculations performed by running Contract Percent Complete Calc
(BR165).

You can run the report on an activity collection, an activity group, an
activity list, or up to six specific activities. You must specify the date for
which you want to see the calculation results. You can also limit the scope of
the report further by specifying an activity status or a budget type.




Updated Files

    CKPOINT    -

    MXLISTHDR  -

    MXLISTMBR  -


Referenced Files

    ACACCTCAT  -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACCATGRP   -

    ACCNTRACT  -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACIFACTV   -

    ACLEVEL    -

    ACPERCCMPL -

    ACSTATUS   -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -

    WFSETUP    -


INVOKED Programs

    ACSR

BR400 - Billing History

**Form Purpose
Run Billing History (BR400) to print a report of billing history for an
activity collection, an activity group, specific activities, or an activity
list. You can also further limit the report to a date range, and indicate what
subtotals you want on the report.




Updated Files

    CKPOINT    -

    MXLISTHDR  -

    MXLISTMBR  -


Referenced Files

    ACACCTCAT  -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACCATGRP   -

    ACCNTRACT  -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACHISTDTL  -

    ACHISTHDR  -

    ACIFACTV   -

    ACLEVEL    -

    ACSTATUS   -

    CUCONV     -

    CURELAT    -

    GLSYSTEM   -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -

    WFSETUP    -


INVOKED Programs

    ACSR
    IFCU
    IFSG

BR405 - Milestone Analysis

**Form Purpose
Run Milestone Analysis (BR405) to view milestone activity for an activity
collection, and activity group, an activity list, or up to six specific
activities.

You can also run the report for a milestone type, method, or status.




Updated Files

    CKPOINT    -

    MXLISTHDR  -

    MXLISTMBR  -


Referenced Files

    ACACCTCAT  -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACCATGRP   -

    ACCNTRACT  -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACIFACTV   -

    ACLEVEL    -

    ACMILESTN  -

    ACMILESTNX -

    ACSTATUS   -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -

    WFSETUP    -


INVOKED Programs

    ACSR

BR420 - Billing Invoice Report

**Form Purpose
Run Billing Invoice Report (BR420) to print invoices for review after you
make changes and before you calculate and create the invoice.

**Process at a Glance

1. Edit the invoice information using Revenue Billing Adjustment (BR40.1)

2. Run this report to review the invoice information

3. Run Invoice Print and Interface

4. Run Transaction Import (AC540)




Updated Files

    ARPROCLEVL -

    CKPOINT    -

    CUSTEP     -

    MXLISTHDR  -

    MXLISTMBR  -

    TXCODEMAST -

    TXCOMPANY  -

    TXTAXCODE  -

    TXTAXTABLE -


Referenced Files

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACBLMAST   -

    ACCNTRACT  -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACCUSTOMER -

    ACHISTHDR  -

    ACHISTTAX  -

    ACIFACTV   -

    ACINVDTL   -

    ACINVHDR   -

    ACLEVEL    -

    ACRETAIN   -

    ACRETAINX  -

    ACRETNG    -

    ACSTATUS   -

    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
    SLSE
    SLSU
    IFGT
    GLCC
    IFAU
    IFOB
    IFRS
    IFSC
    SLSB
    SLSS
    IFJR
    SLFD

BR430 - Revenue History

**Form Purpose
Run Revenue History (BR430) to print a report of revenue recognition history
for an activity collection, an activity group, specific activities, or an
activity list. You can also further limit the report to a date range, and
indicate what level of detail and what subtotals you want on the report. You
can print a report that contains revenue only, revenue adjustments only, or
both revenue and revenue adjustments.




Updated Files

    CKPOINT    -

    MXLISTHDR  -

    MXLISTMBR  -


Referenced Files

    ACACCTCAT  -

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACBUDHDR   -

    ACCATGRP   -

    ACCNTRACCT -

    ACCNTRACT  -

    ACCNTRACTX -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACCONSOL   -

    ACCONSOLX  -

    ACIFACTV   -

    ACLEVEL    -

    ACMASTER   -

    ACMASTERX  -

    ACRESOURCE -

    ACSTATUS   -

    ACTRANS    -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -

    WFSETUP    -


INVOKED Programs

    ACCL
    ACSR

BR450 - Unbilled Activity Aging Report

**Form Purpose
Run Unbilled Activity Aging Report (BR450) to print a report of unbilled
activities.

**More Information
You can limit the report to up to six customers, indicate a date for which
you want to review aging, change the aging days and periods that default from
the activities you select, and limit the report to one or more of the
following activity billing components: retention, retained fees, exceeded
ceilings, milestones, and retainers.

Updated Files

    ARPROCLEVL -

    CKPOINT    -

    CUSTEP     -

    MXLISTHDR  -

    MXLISTMBR  -


Referenced Files

    ACACCTCAT  -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACCATGRP   -

    ACCATGRPX  -

    ACCLGTRANS -

    ACCNTRACT  -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACCUSTOMER -

    ACIFACTV   -

    ACLEVEL    -

    ACMILESTN  -

    ACMILESTNX -

    ACRETAIN   -

    ACRETAINX  -

    ACRETNG    -

    ACRETNGX   -

    ACSTATUS   -

    ACTRANS    -

    AGINGCODE  -

    ARCOMP     -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARLOCKBOX  -

    ARPAYMENT  -

    CUSTDESC   -

    EPTRANS    -

    INSTCTRYCD -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -

    NATACCT    -

    NATBALANCE -

    OECUST     -

    STATICCUST -

    WFSETUP    -


INVOKED Programs

    ACSR

BR521 - Billing Import

**Form Purpose
Run Billing Import (BR521) to convert historical billing information from a
non-Lawson billing system to Billing and Revenue Management. Billing Import
updates billing history and balances for historical invoices without creating
GL or AR entries. Updating the billing history ensures accurate cumulative
to-date billing amount for active contracts before generating new invoices
within Billing and Revenue Management.

Updated Files

    ACBLMAST   -

    ACCNTRWBS  -

    ACFEEHIST  -

    ACHISTCNSL -

    ACHISTDTL  -

    ACHISTHDR  -

    ACHISTTAX  -

    ACINVDTL   -

    ACINVHDR   -

    ACMONITOR  -

    ACMXVAL    -

    ACRETNG    -

    ACRETNGX   -

    ACTRANS    -

    ARCODE     -

    ARPROCLEVL -

    CKPOINT    -

    CUSTEP     -

    IFMONITOR  -

    MXLISTHDR  -

    MXLISTMBR  -

    SUBCKPOINT -

    TERMS      -

    TXCODEMAST -

    TXCOMPANY  -

    TXTAXCODE  -

    TXTAXTABLE -


Referenced Files

    ACACCTCAT  -

    ACACCTCATX -

    ACACCTCLSS -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACCNTRACT  -

    ACCNTRACTX -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACCUSTOMER -

    ACFEECLNG  -

    ACGLCODE   -

    ACIFACTV   -

    ACINVDTL   -

    ACLEVEL    -

    ACMASTER   -

    ACMASTERX  -

    ACRETAIN   -

    ACRETAINX  -

    ACSTATUS   -

    AGINGCODE  -

    APACCRCODE -

    ARCOMP     -

    ARCONTACTS -

    ARCUSTFLDS -

    ARCUSTGRP  -

    ARCUSTOMER -

    ARCUSTTOTS -

    ARLOCKBOX  -

    ARPAYMENT  -

    BILLTO     -

    CUCONV     -

    CURELAT    -

    CUSTDESC   -

    EPTRANS    -

    GLADDRESS  -

    GLCHART    -

    GLSYSTEM   -

    INSTCTRYCD -

    INSTREGN   -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -

    NATACCT    -

    NATBALANCE -

    OECUST     -

    STATICCUST -

    TXTAXRATE  -

    WFSETUP    -


INVOKED Programs

    ACCL
    ACSR
    IFAC
    ACAC
    API4
    IFCU
    IFSG
    SLSE
    SLSU
    IFIM
    IFOB
    IFSC

BR530 - Revenue Import

**Form Purpose
Run Revenue Import (BR530) to convert historical revenue information from a
non-Lawson billing and revenue system to Billing and Revenue Management.
Revenue Import updates revenue history and balances for historical invoices
without creating GL journal entries. Updating the revenue history ensures
accurate cumulative to-date revenue amounts for active contracts before
generating new invoices within Billing and Revenue Management.

Updated Files

    ACBILL     -

    ACBILLX    -

    ACCEILINGX -

    ACCNTRACT  -

    ACGLTOTREV -

    ACMILESTNX -

    ACMONITOR  -

    ACMXVAL    -

    ACTRANS    -

    ACTRANSERR -

    CKPOINT    -

    IFMONITOR  -

    MXLISTHDR  -

    MXLISTMBR  -

    SUBCKPOINT -


Referenced Files

    ACACCTCAT  -

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBUDDTL   -

    ACCATGRP   -

    ACCATGRPX  -

    ACCNTRACCT -

    ACCNTRACTX -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACCONSOL   -

    ACCONSOLX  -

    ACGLCODE   -

    ACGLMAST   -

    ACGLMASTX  -

    ACIFACTV   -

    ACJOURNLCD -

    ACLEVEL    -

    ACMASTER   -

    ACMASTERX  -

    ACMILESTN  -

    ACPERCCMPL -

    ACSTATUS   -

    CUCONV     -

    CURELAT    -

    GLADDRESS  -

    GLCHART    -

    GLINTCO    -

    GLSYSTEM   -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -

    WFSETUP    -


INVOKED Programs

    ACCL
    ACSR
    IFAC
    ACAC
    API4
    IFCU
    IFSG
    SLSE
    SLSU
    IFIM
    IFOB
    IFSC

BR900 - Credit Memo Exception Report

**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 (this form)

2. Run Billing Invoice Reporting to review the invoice

3. Create the invoice using Invoice Print and Interface (BR121). You can run
this program concurrently with BR120.

4. Run Transaction Interface (AR560) to interface records to Accounts
Receivable

**Processing Effect
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.

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.

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

    CKPOINT    -

    MXLISTHDR  -

    MXLISTMBR  -


Referenced Files

    ACACTGRP   -

    ACACTIVITY -

    ACACTMXVAL -

    ACADDLCNTR -

    ACAMCODE   -

    ACASSIGN   -

    ACBILL     -

    ACBILLX    -

    ACCNTRACT  -

    ACCOLGRP   -

    ACCOLGRPX  -

    ACHISTHDR  -

    ACIFACTV   -

    ACLEVEL    -

    ACSTATUS   -

    MXCATDEF   -

    MXELEMENT  -

    MXLISTDTL  -

    MXOBJCAT   -


INVOKED Programs

    ACSR

BR901 - Credit Memo Exception Build

**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 (this form)

2. Run Billing Invoice Reporting to review the invoice

3. Create the invoice using Invoice Print and Interface (BR121). You can run
this program concurrently with BR120.

4. Run Transaction Interface (AR560) to interface records to Accounts
Receivable

**Processing Effect
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.

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.

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

    ACCNTRWBS  -

    ACHISTHDR  -

    ACINVAUDIT -

    ACMONITOR  -

    ACOBJID    -

    CKPOINT    -

    IFMONITOR  -

    SUBCKPOINT -


Referenced Files

    ACACCTCATX -

    ACACTGRP   -

    ACACTIVITY -

    ACBLMAST   -

    ACCNTRACT  -

    ACCUSTOMER -

    ACFEEHIST  -

    ACHISTDTL  -

    ACRETNG    -

    GLADDRESS  -

    GLCHART    -

    GLSYSTEM   -


INVOKED Programs

    BRIP
    ACCL
    API4
    ACAC
    IFCU
    IFSG
    IFAC
    SLSE
    SLSU
    IFGT
    GLCC
    IFAU
    IFOB
    IFRS
    IFSC
    SLSB
    SLSS
    IFJR
    SLFD
    IFFC
    IFIM