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.


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.