This chapter contains the following topics:
Section 5.2, "Setting Up Legal Document Types and Relationships"
Section 5.5, "Setting Up Print Templates and Relationships for Legal Documents"
Section 5.6, "Assigning Programs and Versions to Print Legal Documents"
To generate tax invoices and export invoices, you must set up information that the system uses to print the legal documents. The setup programs for legal documents are:
Legal Document Types (P7400002)
Legal Doc. Types Relationship (P7400003)
Print Template Def. Legal Doc. (P7430021)
Print Template Def. Relationship (P7430023)
These programs are designed to handle the invoice print requirements for tax invoices and export invoices in India.
This section provides an overview of legal document types and relationships and discusses how to set up a legal document relationship.
You set up legal document types to specify how the system handles taxes for a legal document, whether the system must print a document on one page, how many copies to print, and so on. You use the Legal Document Types program (P7400002) to set up legal document types for tax and export invoices.
When you set up a legal document type, you assign a legal document type group from UDC table 74/DG. The legal document type group specifies the type of legal document, such as an invoice. The system stores the legal document types in the Legal Document Types table (F7400002).
After you set up legal document types, you set up relationships between the legal document types and internal document types (UDC table 00/DT) for a legal company by using the Legal Doc. Types Relationship program (P7400003). You also specify whether the legal company is registered for value-added tax (VAT) by selecting a value from UDC table 74/VC.
The system stores the relationships in the Legal Document Types / Document Types Relationship table (F7400003).
| Form Name | Form ID | Navigation | Usage |
|---|---|---|---|
| Work with Legal Document Types | W7400002A | Set Up Legal Document (G75IDOC), Legal Document Types | Review existing legal document types. |
| Legal Document Type Revision | W7400002B | On the Work with Legal Document Types form, click Add. | Set up a legal document type. |
| Work with Legal Documents Types / Document Types Relationship | W7400003A | Set Up Legal Document (G75IDOC), Legal Doc. Types Relationship | Review existing document type relationships. |
| Legal Documents Types / Document Types Relationship Revision | W7400003B | On the Work with Legal Documents Types / Document Types Relationship form, click Add. | Set up a legal document relationship for a company. |
Access the Legal Document Type Revision form.
Enter a code for the legal document type for which you want to set up details.
Enter a user-defined code from UDC table 74/DG that indicates the type of legal document. Values are:
Blank: Not Applicable/Other
CD: Credit Note/Debit Note
CI: Correction Invoice
ED: Exchange Rate Difference
IN: Invoice
SN: Shipment Note
For India tax and export invoices, you must enter IN for legal document type.
Select this check box for India tax and export invoices.
Enter 3 (grouped by tax code) for India tax invoices. Taxes are not included in the price; they are printed by tax rate at the end of the legal document. This field does not apply to India export invoices.
Enter a code that identifies from where to retrieve the number of copies to print for an invoice. For India tax and export invoices, you must enter L for legal document type.
Enter the number of copies for the legal document. For India tax and export invoices, you must enter 3.
Enter a user-defined code from UDC table 74/SC that identifies the source of the address and tax registration information of the entity that is generating the invoice. Values are:
Blank: Legal Company (for export invoices)
B: Business Unit (for export invoices)
C: Company (for export invoices)
S: Country-specific (for export or tax invoices)
The country-specific user-defined code retrieves the information for the excise unit that is generating the invoice.
Enter a user-defined code from UDC table 70/CI to indicate whether to print the contact information on the legal documents. Values are:
Blank: Do not generate the contact information.
1: Generate from Transaction Orig.
2: Generate from User ID.
This section provides an overview of issue places for legal documents and discusses how to set up a issue place for a legal document.
You set up codes to identify the locations from where legal documents are issued by using the Issue Place program (P7400004). For example, if your company issues documents from a general office as well as a warehouse, you set up codes to identify each of these locations.
The system stores the codes for places of issuing documents in the Legal Document Issue Places table (F7400004).
| Form Name | FormID | Navigation | Usage |
|---|---|---|---|
| Work with Legal Documents Issue Places | W7400004A | Set Up Legal Document (G75IDOC), Issue Place | Review issue place records. |
| Legal Documents Issue Places Revision | W7400004B | On the Work with Legal Documents Issue Places form, click Add. | Set up an issue place for a legal document. |
This section provides an overview of next numbers and discusses how to:
Set processing options for Legal Document Next Numbers (P75I001).
Set up next numbers for a legal document.
You can print legal documents from more than one JD Edwards EnterpriseOne program; therefore, the numbering for each type of legal document should be consecutive. Using the information that you set up in the Legal Document Next Numbers program (P75I001), the system assigns a valid next number regardless of which program you use to print a legal document.
You set up different next numbering schemes for each company and legal document type. You can use the same numbering scheme for tax invoices and export invoices if you specify the legal document type in the Legal Document Type Same As field on the Legal Document Next Numbers form.
The next numbers for legal documents are based on:
Legal company
Excise unit
Legal document type
Issue place
Expiration date
The system stores the next numbering schemes in the Legal Document Numbers - IND table (F75I001).
| Form Name | FormID | Navigation | Usage |
|---|---|---|---|
| Work With Legal Document Next Numbers | W75I001A | Set Up Legal Document (G75IDOC), Legal Document Next Numbers | Review legal document types and next legal numbers for companies. |
| Legal Document Next Numbers | W75I001B | On the Work With Legal Document Next Numbers form, click Add. | Set up next numbers for legal documents by company. |
Processing options enable you to specify the default processing for programs and reports.
Specify a user defined code from UDC table 01/ST that specifies the type of address book record. You must specify EXU for excise unit.
Access the Legal Document Next Numbers form.
Enter the legal company for which you want to enter the document type details. To associate a legal company to a company, you use the Company Names & Numbers program (P0010).
Enter the code for the legal document type for which you want to set up the next number series.
Enter the expiration date for the legal next number series for the combination of specified legal company, excise unit, and legal document type.
Enter the document type that controls the next number that the system uses for the combination of specified legal company, excise unit, and legal document type. If you set up legal next numbers, a legal document type can share the same next number sequence as another legal document type.
Enter the starting number for the legal next number series for the combination of specified legal company, excise unit, and legal document type.
This section provides an overview of print templates and relationships and discusses how to set up a print template and relationship for a legal document.
You set up print templates to define the number of rows and the types of information that print in the detail section of legal documents. You use the Print Template Def. Legal Doc. program (P7430021) to set up print templates.
When you set up print templates, you must enter values in different fields on the Print Templates Definition for Legal Documents Revision form. For example:
| Field | Value |
|---|---|
| Detail Section Total Number of Rows | 3 |
| Detail Section Total Number of Rows on First Page | 3 |
| Detail Section Total Number of Rows on Middle Pages | 20 |
| Detail Section Total Number of Rows on Last Page | 20 |
When you set up line type definitions for IMD and ID1 on the Print Line Types Definition for Legal Document form, the value for the number of rows must be 5.
After you set up the templates, you assign legal companies and legal document types to the templates using the Print Template Def. Relationship program (P7430023). This ensures that the system uses the correct template for each legal document type.
The system stores information about print templates in these tables:
Print Template Definition of Legal Documents (F7400021)
Print Line Types Definition for Legal Documents (F7400022)
Legal Document Types / Print Templates Relationship (F74200023)
| Form Name | Form ID | Navigation | Usage |
|---|---|---|---|
| Work with Print Templates Definition for Legal Documents | W7430021A | Set Up Legal Document (G75IDOC), Print Template Def. Legal Doc | Review print templates. |
| Print Templates Definition for Legal Documents Revision | W7430021B | On the Work with Print Templates Definition for Legal Documents form, click Add. | Set up a print template and relationship for a legal document. |
| Work with Legal Document Types / Print Templates | W7430023A | Set Up Legal Document (G75IDOC), Print Template Def. Relationship | Review print templates that are assigned to legal companies and legal document types. |
| Legal Document Types / Print Templates Relationship Revision | W7430023B | On the Work with Legal Document Types / Print Templates form, click Add. | Assign a print template to a legal company and a legal document type. |
| Print Line Types Definition for Legal Document | W7430021E | On the Print Templates Definition for Legal Documents Revision form, select Line Types Def from the Form menu. | Define the number of rows that print for each line type on a legal document. |
Access the Print Templates Definition for Legal Documents Revision form.
Enter a code for the print template you want to define in this program.
Enter the total number of rows to display in the detail section of the invoice. You enter this information when the invoice is of one page.
Enter the total number of rows to display in the detail section of the document's first page. You enter this information when the invoice has more than one page.
Enter the total number of rows to display in the detail section of the document's middle pages. You enter this information when the invoice has more than two pages.
Enter the total number of rows to display in the detail section of the document's last page. You enter this information when the invoice has more than one page.
This section provides an overview of programs and versions to print legal documents, and discusses how to assign programs to generate and print legal documents.
You use the Legal Document/UBE Relationship program (P7430024) to assign the program and version number. You use the program and version number to generate and print legal documents.
For example, to generate and print invoices, you must first assign the program number of the UBE and the version of the print program that you set up for invoices.
To print tax and export invoices, assign these program numbers:
R74I040 (for tax invoices)
R74I041 (export invoices)
Optionally, you can also enter an issue place and a user ID.
The system stores the information for versions and programs in the F7430024 table.
| Form Name | Form ID | Navigation | Usage |
|---|---|---|---|
| Work With Legal Documents Print UBEs & Versions | W7430024A | Set Up Legal Document (G75IDOC), Legal Document/UBE Relationship | Review the program names and versions assigned to legal document types. |
| Legal Documents Print UBEs & Versions Revision | W7430024B | On the Work With Legal Documents Print UBEs & Versions form, click Add. | Assign programs to generate and print legal documents. |
Access the Legal Documents Print UBEs & Versions Revision form.
Enter the user ID of the person who is setting up the UBE, and version information for the combination of legal company and legal document type.
Enter a UBE to attach the UBE to a combination of legal company, legal document type, and issue place. You must enter R75I040 for the India tax invoice.
Enter a version of the selected UBE to attach the UBE to a combination of legal company, legal document type, and issue place.
You use versions to group and save a set of user-defined processing option values, data selection, and data sequencing options. Interactive versions are associated with applications, and batch versions are associated with batch jobs or reports. You must select a version for a batch program to run a batch process.
For R75I040, you must select the version ZJDE0001.