Customer sets for Latin America

Important

Some or all of the functionality noted in this article is available as part of a preview release. The content and the functionality are subject to change. For more information about preview releases, see Service update availability.

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.