Page 451 - eBOOK VERSION 8 BOOK 2 of 2 JUL 2022

STANDARD OPERATING PROCEDURE
Research Administration
SOP No: F006
SOP Title: Creating Invoices in Lawson & Importing to DOCUMENT
EXPRESS
1. PURPOSE & INTRODUCTION
The purpose of this standard operating procedure (SOP) is to outline the step-by- step process of creating invoices in Lawson and importing to Document Express. These business functions are necessary to complete the billing process of creating the invoice for the research study charges and submit the invoice for payment.
2. SCOPE
Research Finance enters invoices into Lawson monthly to account for research revenue and will obtain the documents by importing the invoice to Document Express.
3. RESPONSIBILITIES & SPECIFIC PROCEDURE
This SOP applies to Children’s Health Finance group in Research Administration.
3.1 Log into Lawson and type “BL20” in the search field
3.2 Fill in the following: Company – enter “1000”
Process Level - enter “1000”
Customer-search for study by Customer# or search by PI last name Invoice Type-enter “REIM” for reimburse or “CRED” for credit Reason code- enter “PO” if creating a Credit invoice Location-enter “AR”