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Sales point prefixes for Latin America

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You can configure the sales point prefixes that some fiscal authorities require for legal documents, treasury documents, and checkbooks.

Prerequisites

Before you set up a sales point prefix record, meet the following prerequisites:

  • The legal entity must have an address in a country or region within the LATAM localization.
  • Both the region-specific LATAM feature and the general feature must be enabled.
  • Warehouses that you add to the sales point prefix configuration must already exist.

Set up a sales point prefix for Latin America

To set up a sales point prefix for Latin America, follow these steps:

  1. Go to Organization administration > Setup > LATAM > Sales Point Prefix.

  2. On the Action pane, select New.

  3. In the General section, enter a code in the Sales point field that identifies the record.

  4. Enter a brief description of the sales point prefix in the Description field.

  5. Enable the Validate CA toggle to require a CA number when this sales point prefix is used in a transaction.

  6. In the Sales point type field, select the document printing method that you want to apply when the sales point is used in transactions. The recommended default value is Pre-printed.

  7. In the Prefix field, add the prefix that you want to include in the document number of the transaction.

  8. In the Report/Service Id field, select a SSRS Reports/Services references record.

    Learn more in SSRS Reports/Services references configuration for Latin America.

  9. In the Warehouse section, complete the grid by listing the warehouses involved in transactions with this sales point.

Add the fiscal codification provided by the fiscal authorities

Use the Tax application option to add this codification.

To add the fiscal codification provided by the fiscal authorities, follow these steps:

  1. Go to Organization administration > Setup > LATAM > Sales point Prefix.
  2. On the Action Pane, select Tax application.
  3. Select New to add a line to the grid.
  4. In the Tax application ID field, select a value.
  5. In the Tax application code field, enter the code that the fiscal authority uses to identify the sales point.
  6. Select Save.

Learn more in Tax application for Latin America

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