Create customer and vendor records with an address in Uruguay
The Uruguayan customer and vendor configuration contains the fiscal information that's required by the fiscal authorities. It also includes a reference to the document classes that can be used in transactions with customers and vendors.
Prerequisites
Before you create records for customers and vendors who are located in Uruguay, the following setup must be completed:
- Create departments and counties from Uruguay by using states and counties from the address setup.
- Create tax codes for the value-added tax (VAT) that will be used (VAT general rate, exempt, and so on).
- Create sales tax groups that contain the tax codes that you created.
- Create item sales tax groups that contain the tax codes that you created.
- Create document classes to use with customer and vendor invoices, credit notes, debit notes, packing slips, and so on. For more information, see Configure sales and purchase invoices for Uruguay.
- Create a customer and vendor set that contains all the document classes that will be used.
- Create a tax ID for each type of tax identification that your customers and suppliers have.
- Create a taxpayer type for each type of taxpayer that your customers and suppliers have.
Create a record for a customer in Uruguay
Go to Accounts receivable > Customers > All customers, and select New.
In the Type field, select Organization.
In the Customer group field, select a local group.
In the Address section, select New, and provide a name for the address.
In the Country/region field, select Uruguay.
Enter the street and street number.
Select a state, county, and city, and mark the address as primary.
In the Contact information section, select New to create a record for the company phone number.
In the Sales demographic section, set the currency to UYU (Uruguayan peso).
Configure the terms of payments and the invoice account.
Set the delivery terms, mode of delivery, and delivery reason.
Select a sales tax group that contains all the tax codes that can have transactions with this customer.
In the LATAM section, enter the following information:
- In the Customer set field, select a set that contains the document classes to use with the customer.
- In the Taxpayer type field, select a taxpayer that represents an organization. For example, select persona juridica.
- In the Based in country/region field, select Uruguay.
- In the Country document type field, select a tax ID type. For example, select RUT (tax identification).
- Complete the Country document number field with the customer's tax ID number.
Create a record for a vendor in Uruguay
Go to Accounts payable > Vendors > All vendors, and select New.
In the Type field, select Organization.
In the Vendor group field, select a local group.
In the Address section, select New, and provide a name for the address.
In the Country/region field, select Uruguay.
Enter the street and street number.
Select a state, county, and city, and mark the address as primary.
In the Contact information section, select New to create a record for the company phone number.
In the Sales demographic section, set the currency to UYU.
Configure the terms of payments and the invoice account.
Set the delivery terms, mode of delivery, and delivery reason.
Select a sales tax group that contains all the tax codes that can have transactions with this vendor.
In the LATAM section, enter the following information:
- In the Vendor set field, select a set that contains the document classes to use with the vendor.
- In the Taxpayer type field, select a taxpayer that represents the organization. For example, select persona juridica.
- In the Based in country/region field, select Uruguay.
- In the Country document type field, select a tax ID type. For example, select RUT.
- Complete the Country document number field with the vendor's tax ID number.