Set up and create letters of attorney

The letter of attorney feature enables you to create and print a Letter of Attorney, and to also print a journal of Letters of Attorney.

Set up numbering for open and released Letters of Attorney. Numbers for open documents are generated after a new document is created. Numbers for released documents are generated after a document is printed. This number is documented in the printing form of the document and in the Letter of Attorney journal.

The following procedure shows how to set up the numbering for Letters of Attorney.

To set up a letter of attorney

1. Choose the icon, enter Purchases & Payables Setup, and then choose the related link.
2. On the Background Posting FastTab, fill in the Letter of Attorney Nos. and Released Letter of Attorney Nos. fields.
3. Choose the OK button.

The following procedure shows how to create a Letter of Attorney.

To create a letter of attorney

1. Choose the icon, enter Letters of Attorney and then choose the related link.

2. Create a new document and fill in the fields in the following table.

   Field	Description
   Letter of Attorney No.	Enter the number of the printed document. This number is documented in the printing form of the document and in the Letter of Attorney journal. This field is filled in automatically from the numbering series.
   Employee No.	Enter the employee number.
   Employee Full Name	Specifies the name of the employee. The field is filled in automatically from the Employee Card.
   Employee Job Title	Specifies the job title of the employee. The field is filled in automatically from the Employee Card.
   Source Document Type	Enter the type of source document. You can create a Letter of Attorney (header and lines) based on an existing purchase document that isn't yet posted.
   Source Document No.	Enter the source document number.
   Buy-from Vendor No.	Specifies the vendor number. The field is filled in automatically from the purchase document when a source document is chosen. You can manually choose the vendor.
   Buy-from Vendor Name	Specifies the name of the vendor. The field is filled in automatically from the Vendor Card.
   Document Description	Specifies information about the source document. The field is filled in automatically, but you can also manually enter the document description.
   Realization Check	Specifies the document that is realized.
   Document Date	Enter the date of the Letter of Attorney. This field is filled in with the work date by default. Manually enter the date of the document, if needed.
   Validity Date	Enter the validity date of the document. This field is filled in by default, with the date that occurs 15 days after the document date. Manually enter the validity date, if needed.
   Status	Specifies the status of the document.
   No.	Enter the number of the open document. This field is filled in automatically from the numbering series.

3. Choose the OK button.

See also

Set Up Responsible Employees and Advance Statements

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