Sales authorization code for Latin America

This article explains how to configure and use the sales authorization code (Sales CA) functionality for Latin America. This functionality lets you use the field for the Sales CA number in the LATAM section of purchase and sales invoices to assign an additional number to a selected invoice.

The Sales CA number can be assigned either manually or automatically.

Manual assignment of Sales CA numbers

Prerequisites

Before you can manually assign Sales CA numbers to purchase or sales invoices, the following prerequisites must be met:

• The company/region of the legal entity must be in a LATAM-supported country.
• Both the general LATAM feature and the country/region-specific LATAM feature must be enabled.
• In the document class configuration, set the Require CA number option to Yes.
• In the document class configuration, set the entry type of the document mask to Manual.

Learn more in Document classes for Latin America.

Manually assign a Sales CA number to a sales or purchase invoice

When you manually post a purchase or sales invoice, in the LATAM section, set the CA number and CA due date fields.

After you complete the rest of the required information, post the invoice. The Sales CA number is recorded in the transaction.

Automatic assignment of Sales CA numbers

Prerequisites

Before Sales CA numbers can be automatically assigned to purchase or sales invoices, the following prerequisites must be met:

• The company/region of the legal entity must be in a LATAM-supported country.
• Both the general LATAM feature and the country/region-specific LATAM feature must be enabled.
• In the document class configuration, set the Require CA number option to Yes.
• In the document class configuration, set the entry type of the document mask to Auto.
• In the sales point prefix configuration that you want to use, set the Validate CA option to Yes.

Learn more in Sales point prefixes for Latin America.

Configure automatic assignment of Sales CA numbers

1. Go to the document class sales point of the document class that you want to use with the invoice.
2. On the Action Pane, select Sales CA.
3. Select New.
4. In the Authorization code (CA) field, enter the desired authorization code.
5. In the Date from and Date to fields, define the period when the Sales CA number will be valid.
6. Enter the document number interval that the Sales CA number will be valid for.

Learn more in Document class sales point for Latin America.

Automatically assign a Sales CA number to a sales or purchase invoice

When you post a purchase or sales invoicee, in the LATAM section, select the document class and sales point that are configured in the Sales CA number setup. The CA number and CA due date fields should automatically be set to the Sales CA number and due date that you previously configured.