Document class type for Latin America

You can configure the different types of document classes that your company will use. Use this configuration to group the document classes according to the characteristics that they have in common.

Prerequisites

Before you can configure a document class type, the prefix length configuration must already be set on the LATAM Parameters menu.

Set up a document class type for Latin America

1. Go to Organization administration > Setup > LATAM > Document class type.

2. On the Action Pane, select New.

3. In the General section, set the following fields.

   Field	Description
   Document class type Id.	Enter a code to identify the register.
   Description	Enter a description of the document class type.
   Prefix	Enter a prefix to use in the complete document number.
   Unique document per voucher	Activate this option to specify that only one document of this document class type can be posted in a voucher.
   Unique account per voucher	Activate this option to specify that only one account type can be posted in a voucher that uses this document class type.

4. In the Payment method, Invoices, Credit notes, and Packing Slip sections, set the following options.

   Option	Description
   Payment method	Set this option to Yes to use the document as a payment document.
   Unique per voucher	Set this option to Yes to specify that only one payment document is allowed per voucher posting.
   Replicates header information	Set this option to Yes to copy the information of the document class to the rest of the voucher's lines.
   Sales invoice	Set this option to Yes to use the document as a sales invoice in a sales order.
   Free text invoice	Set this option to Yes to use the document in a free text invoice transaction.
   Purchase invoice	Set this option to Yes to use the document in an invoice journal and a purchase order.
   Project invoice	Set this option to Yes to use the document as a project invoice.
   Sales credit note	Set this option to Yes to use the document as a credit note.
   Free text credit note	Set this option to Yes to use the document as a credit note in a free text invoice transaction.
   Purchase credit note	Set this option to Yes to use the document as a credit note in purchase orders.
   Project credit note	Set this option to Yes to use the document as a project credit note.
   Packing slip	Set this option to Yes to use the document as a packing slip in sales and purchase orders.
   Return packing slip	Set this option to Yes to use the document as a return packing slip in sales and purchase orders.
   Inventory transfer packing slip	Set this option to Yes to use the document as a packing slip in inventory transfer transactions.
   Project packing slip	Set this option to Yes to use the document as a packing slip in a project.
   Project return delivery note	Set this option to Yes to use the document as a return packing slip in a project.

   Note

   The options in the different sections are mutually exclusive. Therefore, if you set an option to Yes in one section, the same option is automatically set to No in the other sections.

5. In the Journals section, set the options to use the document on journal lines that use the defined account type.

   Option	Description
   Ledger	Activate this option to use the document on ledger type voucher lines.
   Vendor	Activate this option to use the document on vendor type voucher lines.
   Project	Activate this option to use the document on project type voucher lines.
   Customer	Activate this option to use the document on customer type voucher lines.
   Fixed assets	Activate this option to use the document on fixed assets type voucher lines.
   Bank	Activate this option to use the document on bank type voucher lines.

Add the fiscal codification provided by the fiscal authorities

You can use the Tax application option to add this codification.

1. Go to Organization administration > Setup > LATAM > Document class type.
2. On the Action Pane, select Tax application.
3. Select New to add a line to the grid.
4. In the Tax application Id. field, select a value.
5. In the Tax application code field, enter the code that the fiscal authority uses to identify the document class type.
6. Select Save.