To ensure successful integration between Lucity and the Eden Accounts Receivable module, certain settings must be enabled in the two systems.
Lucity Setup
Work Options Setup
The Integration of Eden Financial Accounts option must be enabled (in Lucity's Work Options > Financial Integrations tab) to export the billing information from Lucity Work Orders to Eden's Account Receivable module.
Work Order Fields
The following information on the work order's Billing tab must be filled out before a Work Order can be exported to the Eden Accounts Receivable module.
The Billing Party fields (highlighted in blue) must be complete.
The Billing Required flag (highlighted in red) must be marked.
The Billing Amount field (highlighted in purple) must be populated.
Eden Setup
Complete the following actions within Eden to ensure successful integration with Lucity:
Administration > Common Controls > Agency Information > Lucity Setup tab
Select the Accounts Receivable field.
Define the Database fields.
Administration > Users > System Preferences
ar:invimpaddcust - Controls whether to allow new Eden customers to be created from the Lucity Work Order's Billing tab.
Defaulted to Y:Allow creation of customer record
ar:invimplkupcus - Controls the method used to look up customers when billing information is imported from Lucity Work Orders .
Defaulted to A:Lookup using name and address line 1
If set to N:Lookup by customer number or X:Lookup by cross reference number and cross reference type, a new customer will be created even if the customer already exists.
Accounts Receivable > Setup > Billing Category
Set up a Lucity Work Order billing category.
Accounts Receivable > Setup > Controls > AR Controls
Enter the default billing category in the Lucity billing category field (marked in red).
Accounts Receivable > Customer Information > AR Customers form Main tab
Enter the default billing category for the customer in the Lucity billing category field (marked in blue). (optional)
During the Lucity Import, Eden first selects the billing category assigned to the customer. If no Lucity billing category has been assigned to the customer, Eden uses the (previously established) default billing category.
