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Customer sets for Latin America

You can define which document classes are allowed in transactions with customers. You can also define the predetermined document classes for transactions with specific customers.

Prerequisites

Before you set up a customer set, the document classes that will be included must already exist.

Set up a customer set

Follow these steps to set up a customer set.

  1. Go to Accounts receivable > Setup > LATAM > Customers set.

  2. In the Customers set section, set the following fields:

    • Customer/Vendor – Select whether the register belongs to a customer.
    • Customers/Vendors set – Enter a unique code for the set that you're creating.
    • Description – Enter a brief description of the set that you're creating.
  3. In the Authorized voucher grid, select the document classes for the set.

  4. In the Default vouchers section, set the default field values that should be entered for the selected document classes when the customer is used in a transaction.

    Field Transaction
    Sales invoice Invoice from a sales order
    Sales credit note Credit note from a sales order
    Free text invoice Free text invoice
    Free text credit note Free text credit note
    Project invoice Invoice from a project
    Project credit note Credit note from a project
    Packing slip Packing slip from a sales order
    Return delivery note Packing slip from a return sales order
    Free trade zone packing slip Packing slip from a sales order with a customer that's in a free trade zone
    Project packing slip Packing slip from a project
    Project return deliver note Packing slip from a return sales project
  5. On the Action Pane, select Save.