Vendor sets for Latin America

You can define which document classes are allowed in transactions for vendors assigned to this vendor set. Additionally, you can predefine default document classes for each transaction type.

Prerequisites

Before you set up a vendor set, make sure that you meet the following prerequisites:

• The legal entity has an address in a country or region within the LATAM localization.
• The country or region-specific LATAM feature and the general feature are enabled.
• Document classes that you want to include already exist.

Set up a vendor set

To set up a vendor set, follow these steps:

1. Go to Accounts payable > Setup > LATAM > Vendors set and create a new record.

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

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

4. In the Authorized vouchers section, select the document classes for the set.

5. In the Default document class for documents section, set the predetermined document classes that are selected by default for each transaction type.

   Field	Transaction
   Purchase invoice	Invoice from a purchase order.
   Purchase credit note	Credit note from a purchase order.
   Packing slip document	Packing slip from a purchase order.
   Return delivery note voucher	Packing slip from a return purchase order.
   Credit journal document class	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.