Accounts Receivable Setup

The integration of Lucity and Finance Enterprise (FE) Accounts Receivable requires the following setup.

Lucity System Settings

Update the following settings in Lucity's Admin Portal > Settings > System Settings > CentralSquare Integrations:

System Setting

Setting Value

Enable integration with CS Accounts Receivable - Enables the Accounts Receivable integration including the CS Billing Customer ID lookup field on Lucity Work Orders.

REQUIRED: Set to TRUE.

Default filter for Work Order customer billing - Controls which values are displayed in the Lucity Work Order CS Billing Customer ID field lookup list.

Example: PedbCode ge 'P'

Prefix for Accts Receivable BatchId for Work Order billing (Single Character only) - Identifies the prefix for Accounts Receivable BatchID for Work Order billing. This setting supports single character values only.

Default Value: L

Enable automatic send of AR Invoice for billable Work Order - Enables sending an Accounts Receivable invoice to Finance Enterprise with billable Work Order amount.

REQUIRED: Set to TRUE.

More information about System Settings: CentralSquare Integrations.

Lucity records setup

Work Orders

  1. Work Order Number and Work Order Rec # must be populated.
  2. Division must be populated with the code portion of this field matching the Division Code in FE.
  3. Billing Amount must be populated to a value > 0 either by manual entry or using the Populate with Total Costtool on that field.
  4. Billing Required must be set to TRUE.
  5. Imported to Finance must be set to FALSE.
  6. CS Billing Customer ID must be selected.
  7. CS GL, CS GL Key and CS GL Object must be populated with valid values.