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You can define which document classes are allowed in transactions for customers assigned to this customer set. Additionally, you can predefine default document classes for each transaction type.
Prerequisites
Before you set up a customer set, meet the following prerequisites:
- The legal entity has an address in a country or region within the LATAM localization.
- You enable the country or region-specific LATAM feature and the general feature.
- The document classes that you want to include already exist.
Set up a customer set
To set up a customer set, follow these steps:
Go to Accounts receivable > Setup > LATAM > Customers set and create a new record.
In the Customers/Vendors set section, enter a unique code for the set in the Customers/Vendors set field.
Enter a brief description of the set in the Description field.
In the Authorized vouchers section, select the document classes for the set.
In the Default document class for documents section, set the predetermined document classes that are selected by default for each transaction type.
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 voucher Packing slip from a return sales order Trade zone packing slip document Packing slip from a sales order with a customer that is in a free trade zone Project packing slip Packing slip from a project Project return delivery note Packing slip from a return sales project On the Action Pane, select Save.