The Work program integration with InForum Gold Accounts Receivable module allows you to import billing information from your work orders and create AR invoices.
There are two major components of this integration:
Work Order Interface
The Billing tab in a work order features billed party information, a Billing Required flag, and Billing Amount field. The Billing Required flag identifies the work order as being billable. The billed party information identifies the customer that should receive the bill or AR invoice. If the customer does not exist in the AR module, a new record will be created. The Billed Amount field stores the amount that should be billed to this customer.
The work order Billing tab also features two other flags: The Billing Processed flag and the Imported to Financials flag. The Imported to Financials flag is auto-checked once the work order is imported into the InForum Gold Accounts Receivable module. Then once an invoice is created within Account Receivable, the Billing Processed flag is auto-checked.
Users have the option of either selecting an existing InForum Gold Customer by using the lookups available from the Customer ID, Customer Number, and Last Name Fields, or entering a new customer. If an existing customer is selected, users will not be allowed to edit the customer information, they must edit this information using Eden InForum Gold. If the Customer ID and Customer Number fields are left blank on this form, customer information can be manually entered, but will not be tied to an existing Eden Customer.
Invoice Interface
The InForum Gold Accounts Receivable Invoice form has new options which allow for the importing of billing information from the work orders. When executed, the import will search for all work orders with data in the billing tab, the Billing Required flag checked, and a status greater than 950 (complete). Duplicate work orders will not be imported (i.e. if a work order was previously imported, it will not be re-imported).