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The Accounts Receivable module requires a separate license to be installed before key parts of the functionality are available. This license is disabled by default. Please contact PCR to obtain a license.

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The GLA grid has a button labeled 'Select GLA Format' . This button opens a list of the available GLA Formats from the application config. If any of the formats are enabled for AR, the list shows '(Accounts Receivable)'.

Set a Primary Contact

The Primary Contact is the person responsible for a given GLA and is required on GLAs. If the GLA is created without a Primary Contact, then when a Payment is created, the resulting Charge will not have an owner and cannot be billed. Primary Contacts are also required for Service Fees. Setting this will route Billing to that Contact as well as aid in quick identification of the primary point of contact. Simply select the Contact that should be Primary and click theImage Addedbutton. The Contact will now be set as 'Primary'.

Note: There can only be one Primary Contact on any given record.

Expense & Revenue

On a normal GLA, the Expense and Revenue fields are displayed as check boxes checkboxes on the GLA. However, when using a GLA Format enabled for AR, the Expense and Revenue check boxes checkboxes are suppressed. These flags are hidden because Accounts Receivable GLAs are ALWAYS Expense and NEVER Revenue.  Whenever a new AR GLA is created it automatically sets the Expense flag to true and Revenue flag to false. This is done in the background automatically.

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• GLA:  The full text GLA Code.  Format The format must match PCR-360 GLA format
• Type: The List Code for the AR_TYPE. String
• Status: The List Code for the AR_STATUS. String
• Service Fee: A numeric percentage Service Fee. 

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Invoices are required to use Accounts Receivable. Invoices are controlled by the BILL_ENABLE_INVOICES config options. They are stored in the INVOICES table. Generating Invoices is not dependent on the 'Accounts Receivable' (AR) license but Invoices operate slightly differently when the license is active.  For more information see: Invoices

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