To ensure successful integration between the Lucity™ and the InForum Gold Accounts Receivable module, the following options must be enabled:
Work Options Setup
The following options in the Work Options module must be turned on before any work order data can be imported from Work Orders into the InForum Gold Account Receivable modules:
Integration of Eden Financial Accounts - This option must be enabled (turned on) before any billing information can be imported from work orders.
Work Orders
The following apply when creating a work order that will be integrated with InForum Gold Accounts Receivable:
Customer information (billed party information) must be included in the Billing tab of the work order (circled in blue below).
The Billing Required flag in the Billing tab of the work order must be checked (circled in red below).
The Billing Amount field must be populated (circled in purple below).
