Vendor sets for Latin America

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

Prerequisites

Before you set up a vendor set, you must create the document classes that you will include.

Set up a vendor set

1. Go to Accounts payable > Setup > LATAM > Vendors set.

2. In the Vendors set section, in the Customers/Vendors set field, enter a code that identifies the set that you're creating.

3. In the Description field, enter a brief description of the set.

4. In the Authorized voucher grid, select the document classes for the set.

5. In the Default vouchers section, set the following fields to define the predetermined document classes that will be used when the vendor is used in a transaction.

   Field	Transaction
   Purchase invoice	Invoice from a purchase order.
   Purchase credit note	Credit note from a purchase order.
   Packing slip	Packing slip from a purchase order.
   Return delivery note	Packing slip from a return purchase order.
   Credit journal	Credit movement in an invoice journal.
   Debit journal	Debit movement in an invoice journal.
   Value document	Payment line in a journal.

6. On the Action Pane, select Save.