Work With Addresses

W01012B

Daily Processing (G0110), Address Book Revisions

Locate and review existing address book records.

Address Book Revision

W01012A

Click Add on the Work With Addresses form

Add or change basic address information including mailing information for an address book record.

Phone Numbers

W0115A

Select a record and then select Phones from the Row menu on the Work With Addresses form.

Add phone numbers and identify phone types.

Formatted Address

W01012C

Select a record and then select A/B Revision from the Row menu on the Work With Addresses form. Select Formatted Address from the Form menu on the Address Book Revision form.

Review the format of a mailing address before you create a mailing label. The formatted address corresponds to the address format ID in the Country Constant Master File table (F0070).

1. Transaction Type

Specify the transaction type when using the interoperability feature. If you leave this field blank, the system does not perform outbound interoperability processing. Use the visual assist to locate transaction type codes.

2. Change Transaction Image

Specify whether you want the system to write an image of the record before and after the record is changed. A before image is the record before the change. An after image is the record after the change. Values are:

Blank : Write the after image.

1: Write the before image and after image.

1. Default Business Unit

Specify the business unit for the system to use when no business unit is specified in the Address Book Revisions program (P01012). If no value is specified for this processing option and the business unit in the Address Book Revision program has no value specified, the system enters a 1 in the Business Unit field of the address book record.

1. Validate for Duplicate Tax ID Entry

Specify whether the system searches for duplicate entries based on the Tax ID and Country fields. Values are:

Blank: The system does not search for duplicate entries.

1: The system searches for duplicate entries and issues a warning message if any are found.

2: The system searches for duplicate entries and issues an error message if any are found.

2. Validate for Duplicate Data Entry

Specify whether the system searches for duplicate entries based on the Alpha Name, Postal Code, and City fields. Values are:

Blank: The system does not search for duplicate entries.

1: The system searches for duplicate entries and issues a warning message if any are found.

2: The system searches for duplicate entries and issues an error message if any are found.

1. Supplier Master

Specify whether to display the Supplier Master Information form when adding an address book record. To display the Supplier Master form, you must activate this processing option and enter a value of Y in the Payables field. The Payables field is located on the Additional tab on Address Book Revision. Values are:

Blank : Do not display the Supplier Master form.

1: Display the Supplier Master form.

2. Customer Master

Specify whether to display the Customer Master Information form when adding an address book record. To display the Customer Master form, you must activate this processing option and select the Receivables option on the Additional tab on Address Book Revisions. Values are:

Blank: Do not display the Customer Master form.

1: Display the Customer Master form.

3. S/WM

Specify whether to display the CSMS (Customer Service Management System) form when adding an address book record. To display the CSMS form, you must activate this processing option and activate the CSF flag in the Service/Warranty Constants table (F17001).

Blank: Do not display the CSMS form.

1: Display the CSMS form.

4. Tax ID

Specify whether to display or disable the Tax ID field on the Address Book Revision form. Values are:

Blank: Display the Tax ID field.

1: Hide the Tax ID field.

2: Disable the Tax ID field.

1. Search Type

Specify the default value that is used in the Search Type field on the Work with Addresses form. Use the visual assist for a list of valid search types. If you leave this processing option blank, the system uses* (asterisk) as the default value. The* instructs the system to locate all address book records.

2. Type Code

Specify the value from UDC 01/W0 that the system supplies as the default in the Type Code field when you make an entry in the Address Book - Who's Who table (F0111). Values are:

Blank: No attention line appears in a mailing address.

A: Attention Name appears in the attention line of a mailing address except where other type codes are used.

B: Billing Name appears in the attention line of an address when bills are sent.

C: Contact Name. The name of the IRS contact person that is used in 1099 processing.

E: Emergency Contact. The person to contact whenever an emergency occurs that involves the person or company identified in the address book record.

O: Other. This is used for all other purposes.

T: 1099 Legal Name. The name used for 1099 returns when the legal name is different from the mailing name in the F0101 table.

1. Address Book MBF (P0100041) Version

Specify the version of the Address Book MBF (P0100041) to use. If you leave this field blank, the system uses version ZJDE0001.

2. Customer Master (P03013) Version

Specify the version of the Customer Master program (P03013) to use when you add or change address book information. If you leave this field blank, the system uses version ZJDE0001.

3. Supplier Master (P04012) Version

Specify the version of the Supplier Master program (P04012) to use when adding or revising address book information. If you leave this field blank, the system uses the default version, ZJDE0001.

1. Self Service

Specify whether to activate the Self Service functionality for JAVA/HTML. Self Service enables customers and suppliers to modify their existing address and mailing information using the internet. Values are:

Blank: Do not activate Self Service.

1: Activate for customers.

2: Activate for suppliers.

2. Postal Code Editing

Specify whether to activate postal code editing. Postal code editing verifies that the postal code exists in the F0117 table. If the postal code exists in the F0117 table and the City, County, Country, and State fields are blank, the system uses the information from the F0117 table. If the postal code does not exist in the F0117 table, the system issues a warning message. Values are:

Blank or 0: Do not activate postal code editing.

1: Activate postal code editing.

3. Postal Code Address Retrieval

Specify whether to activate address retrieval of postal codes. If the postal code is valid and address lines one through four are blank, the system can retrieve address information from the F0118 table. If you activate postal code address retrieval, you must set the Postal Code Editing processing option to 1 to activate postal code editing. Values are:

Blank or 0: Do not activate postal code address retrieval.

1: Activate postal code address retrieval and use the Postal Code Selection Window for multiple addresses. All available addresses for the postal code appear.

2: Activate postal code address book retrieval to retrieve the address information for a single address.

Alpha Name

Enter text to name or describe an address. This 40-character alphabetic field appears on a number of forms and reports. You can enter dashes, commas, and other special characters, but the system cannot search on them when you use this field to search for a name.

If you leave this field blank, the system assigns the value entered in the Mailing Name field.

If duplicate data entry validation is activated and another record with the same alpha name, city, and postal code is found, the system highlights this field and issues an error or warning message.

Note. The system performs duplicate data entry validation on only who's who record 0.

Long Address Number

Enter a user-defined name or number to identify an address book record. You can use this number to locate and enter information about the address book record. If you enter a value other than the address book number (AN8), such as the long address or tax ID, you must precede it with the special character that is defined in the Address Book constants. When the system locates the record, it returns the address book number to the field.

For example, if address book number 4100 (Total Solutions) has a long address TOTAL and an * (asterisk) distinguishes it from other entries (as defined in the Address Book constants), you could type *TOTAL into the field, and the system would return 4100.

Tax ID

Enter the identification code that is required by various tax authorities. This can be a social security number, federal or state corporate tax ID, sales tax number, and so on. The system verifies the number and prints the separators in their correct format, according to the value of TAXC (Person/Corporation Code). If no value exists for TAXC, the system uses the Corporate Entity.

If duplicate tax-ID validation is activated and another record with the same tax ID and country is found, the system highlights this field and issues an error or warning message.

Tax ID information can vary by country.

See Understanding Tax Information for Address Book Records for Brazil, Understanding Additional Address Book Information for Chile, Understanding Address Book Information for Colombia, (POL and RUS) Setting Up Functionality for Russia and Poland, Understanding Venezuelan Address Book Information.

Search Type

Select a value from user-defined code table 01/ST to specify the kind of address book record to search for. Examples include:

C: Customer

E: Employee

O: Company

TAX: Tax authority

V: Supplier

Business Unit

Enter an alphanumeric code to identify a separate entity within a business for which you want to track costs. For example, a business unit might be a warehouse location, job, project, work center, branch, or plant.

You can assign a business unit to a document, entity, or person for purposes of responsibility reporting. For example, the system provides reports of open accounts payable and accounts receivable by business unit to track equipment by responsible department.

Business unit security might prevent you from viewing information about business units for which you have no authority.

If you leave the Business Unit field blank, the system uses the default business unit from the Address Book MBF (P0100041). If you do not enter a default business unit in the MBF processing option, the system uses the default value 1. You must set up any business unit that you enter, including the default value 1, in the Business Unit Master table (F0006) table.

Address Line 1

Enter the first line of the mailing address for an employee, customer, or supplier in Address Book. The U.S. Internal Revenue Service (IRS) restricts the size of the address that prints on an employee's year-end tax return. To comply with IRS regulations, the system has the following restrictions:

On W-2 returns, the system prints only the last three non-blank address lines plus the city, state, and postal code.

On 1099 returns, the system prints only the last non-blank address line plus the city, state, and postal code.

On other U.S. federal magnetic media, the system prints only the last non-blank address line plus the city, state, and postal code.

City

Enter the name that indicates the city that is associated with the address.

State

Select a state or province from user-defined code (00/S). This code is usually a postal service abbreviation.

Postal Code

Enter the United States ZIP code or the postal code that specifies where a letter is to be routed. Attach this code to the address for delivery in other countries. The system uses this code as the low-end value when processing Postal Code Transaction ranges.

If you set up postal code processing, enter only the address and postal code. The system retrieves the city, state, country, and county values from the F0117 and F0118 tables.

Country

Select a country from user-defined code (00/CN). The country code has no effect on currency conversion.

The Address Book system uses the country code for data selection and address formatting.

County

Enter the name of a county, parish, or other political district that is necessary for the address or for tax purposes.

Payables Y/N/M (payables yes/no/miscellaneous)

Specify whether the address book record is a supplier. Values are:

Y: Yes, this is a supplier. A processing option specifies whether the supplier master record appears automatically after you add an address.

N: No, this is not a supplier. This code does not prevent you from entering a voucher for the address.

M:: This is a miscellaneous, one-time supplier. This code does not prevent you from entering multiple vouchers for the address.

F: This is a supplier with a foreign address. The IRS requires U.S. companies to identify suppliers with foreign addresses for 1099 reporting.

You should assign tax authorities as suppliers. This enables you to make tax payment to tax authorities.

Code N is informational only unless you set a processing option. In this case, a warning message appears if both the Payables and Receivables fields are N.

Employee Group Approvals

Enter the group to which the employee is assigned. The system uses this value in approval processing for workflow.

AR/AP Netting (Accounts Receivable/Accounts Payable netting)

Select this option to specify whether customers and suppliers are eligible for AR/AP netting. If you select this option, the system updates invoices and vouchers that are entered for the address number with a value of 1 (Eligible for Netting) in the Netting Status field. If you do not select this option, the system updates invoices and vouchers that are entered for the address number with a value of 0 (Ineligible for Netting) in the Netting Status field.

Add'l Ind Tax ID (additional individual tax ID)

Enter an identification number that is assigned by a tax authority to an individual, in addition to the primary Tax ID number (TX1).

Tax Exempt Certificate

Enter the number that tax authorities issue to tax-exempt individuals and companies to identify their tax-exempt status.

Person/Corporation Code

Specify the type of taxpayer. For 1099 reporting for U.S. suppliers and foreign suppliers, the system selects only records with a code of P or N. Values for U.S. entities are:

Blank or C: Corporate entity (the Tax ID prints as 12-3456789)

P: Individual (the Tax ID prints as 123-45-6789)

N: Noncorporate entity (the Tax ID prints as 12-3456789)

Values for non-U.S. entities are:

1: Individual.

2: Corporate entity.

3: Both an individual and a corporate entity.

4: Noncorporate entity.

5: Customs authority.

Credit Message

Select a value from user-defined code table 00/CM to indicate the credit status of a customer or supplier. Examples are:

1: Over credit limit

2: Requires purchase order

3: Not on contract maintenance agreement.

The credit message displays on inquiry and transaction entry forms in the Accounts Payable, Sales Order Management, and Procurement systems. The system displays the temporary credit message in the Accounts Receivable system.

Language

Select a value from user-defined code table 01/LP to specify the language to use on forms and printed reports. Before you specify a language, a code for that language must exist at either the system level or in your user preferences.

Industry Classification

Specify the code that classifies goods and services. This code can be in the format of any one of the following systems of classification:

Standard Industrial Classification (SIC) or North American Industry Classification System (NAICS): A numerical system that is used in the United States to classify goods and services. This code is four (SIC) or six (NAICS) digits.

Harmonized System (HS): The international method of classifying goods. More than fifty countries use this code. It can be up to 10 digits.

Standard Industrial Trade Classification (SITC): A numerical code system that is developed by the United Nations to classify goods used in international trade. International organizations use this code. It can be up to six digits.

Receivables Y/N

Select this option to specify whether the address book record is a customer. A processing option specifies whether the customer master record appears automatically after you add an address.

User Code

Enter information that is pertinent to your business. No predefined definitions exist for this option.

Subledger Inactive Code

Specify that an address book record can be used as a subledger in the General Accounting system. Any value other than blank indicates that a subledger is inactive.

Examples include jobs that are closed, employees that have been terminated, or assets that have been disposed. If a subledger becomes active again, set this field back to blank.

To use subledger information in the tables for reports but prevent transactions from posting to the record in the Account Balances table (F0902), enter a value other than blank in this field

Employee Y/N

Select this option to indicate that the address book record is for an employee. This field is for informational purposes only.

Classification Code 1 through Classification Code 5

Use these fields to further classify address book records. For example, you can specify that a business is minority, female, or small business-owned. Set up user-defined code tables 01/CA through 01/CE to provide values for each of these fields.

Ticker

Enter the stock ticker symbol for the customer or supplier.

Stock Exchange

Enter the exchange on which the customer or supplier's stock is traded.

Year Started

Enter the year in which the company became a customer.

Revenue Range

Select a value from user-defined code table 01/RR to specify the range of revenue for the customer or supplier.

Growth Rate

Enter the growth rate for the customer or supplier. Enter up to 10 numeric characters to represent the growth rate.

Number of Employee

Enter the number of people who are employed by the customer or supplier.

DUNS Number

Enter the DUNS number for the customer or supplier.

Parent Number

Enter the address book number of the parent company. The system uses this number to associate a particular address with a parent company or location. Any value that you enter in this field updates the Address Organizational Structure Master table (F0150) for the blank structure type. This address number must exist in the F0101 table for validation purposes. Examples of address book records that would have a parent number include:

Subsidiaries with parent companies.

Branches with a home office.

Job sites with a general contractor.

To specify additional relationships between the primary address and other related addresses, complete this field.

1st Address Number

Enter an alternate address number in the Address Book system. You can use this field for any secondary business address that relates to the primary address. For example:

Salesperson

Law firm

Accountant

Securities agent

Bonding agent

If you leave this field blank on an entry form, the system supplies the primary address from the Address Number field.

To specify additional relationships between the primary address and other related addresses, complete this field.

Factor/Special Payee

Enter an address book number to identify a special payment address for accounts payable.

This number must exist in the F0101 table for validation purposes. If you leave this field blank on an entry form, the system supplies the primary address from the Address Number field.

Category Code 01

Use these codes to group address book records for reports, mailings, and so on. Category codes are user-defined (system 01, types 01 through 30). Examples of category codes include:

Category code 01

Location or Branch

Category code 02

Salesperson

Category code 03

Product

Category code 04

Credit officer

Values entered in these fields must exist in the corresponding UDC table.

Work With Addresses

W01012B

Daily Processing (G0110), Address Book Revision

Locate and review existing address book records.

Who's Who

W0111A

Select a record and then select Who's Who from the Row menu on the Work With Addresses form.

Specify the names of people who are associated with an address.

Who's Who Detail

W0111B

Select a record and then select Who's Who from the Row menu on the Work With Addresses form. Select a record in the detail area on the Who's Who form and then select Detail from the Row menu.

Add detailed address information to a specific line of a who's who record.

Phone Numbers

W0115A

• Select a record on the Who's Who form, and select Phones from the Row menu.

• Select a record on the Related Person form and select Phones from the Row menu.

Add phone numbers to the who's who or related person record.

Email/Internet Revisions

W01111I

Select a record on the Who's Who form, and select Email/Internet from the Row menu.

Add electronic addresses to the who's who record.

Related Person

W01111F

Select a record on the Who's Who form, and select Related Person from the Row menu.

Add related person information to the who's who record.

Related Person Details

W01111H

Select a related person record on the Related Person form, and select Detail from the Row menu.

Enter detailed information for a related person record.

Alternate Address

W01111E

Select a record on the Who's Who form, and select Alternate Address from the Row menu.

Add alternate address to who's who records.

Enter the Effective Date and Address Type before using the Alternate Address Details form to enter the address information.

Alternate Address Details

W01111D

Select a record on the Alternate Address form, and select Details from the Row menu.

Enter detailed information for an alternate address.

1. Transaction Type

Specify the transaction type for who's who information.

2. Image processing (for outbound only)

Specify whether the system writes a record of the who's who information before the change, in addition to a writing a record after the change. The system writes these records in the Batch - Who's Who Information table (F0111Z1) when the outbound interoperability processing is enabled. Values are:

Blank: Write the after image only. The system writes the who's who record only after it has been changed, and does not write a before image record.

1: Write the before image and the after image. The system writes two who's who records, one before the information was changed, and one after the information was changed.

Mailing Name

Enter the name that you want to print on correspondence with the contact.

Alpha Name

Enter text to name or describe an address. This 40-character alphabetic field appears on a number of forms and reports. You can enter dashes, commas, and other special characters, but the system cannot search on them when you use this field to search for a name.

If you leave this field blank, the system assigns the value entered in the Mailing Name field.

If duplicate data entry validation is activated and the system finds another record with the same alpha name, city, and postal code, the system highlights this field and issues an error or warning message.

Title

Enter the professional title of a who's who person.

Type Code

Select a value from user-defined code table 01/W0 to identify the who's who record. Examples include:

A: Attention name

B: Billing

C: Contact name

E: Emergency contact

O: Other

T: 1099 legal name

Contact Type

Select a value from user-defined code table 01/CT to describe a who's who record. Examples include:

C: Competitor

D: Decision maker

I: Influencer

R: Recommender

Function Code

Select a value from user-defined code table 01/FC to specify the function that the who's who record performs in the company. Examples include:

CO: Chief Officer

CON: Consultant

DIR: Director

MGR: Manager

STAF: Staff

SUPR: Supervisor

Preferred Contact Method

Select a value from user-defined code table 01/CQ to specify the desired contact method for the contact. Examples include:

E: Email

F: Fax

C: Phone

W: Address

P: Pager

Primary Contact

Select this option to indicate that the individual is the primary contact. The system allows only one primary contact per contact type.

Given Name, Middle Name , and Surname

Enter the first, middle, and last name of an individual. These fields are informational only and do not appear on any reports. You can enter the name or an initial for the middle name.

Salutation Name

Specify the name that you would use to address an individual in written correspondence. Examples include Ms. Green, Dr. Strasheim, or Herr Obermeyer. This field is informational only and is not used in any reports.

Nickname

Specify the nickname of an individual. This value is attached to a who's who line of an address book number.

Gender

Specify the gender of the individual. Values are:

Blank

1: Male

2: Female

3: Unknown

Remark

Enter up to 40 characters to further identify the who's who record.

Display Sequence

Enter a number that specifies the order of a group of records on the form.

Day/Month/Year of Birth

Enter the month, day, and year for the individual's birthday.

Category Code 001 through Category Code 20

Enter one or more of 20 reporting codes that you can assign to names in the Who's Who list. You can use these codes to identify names for special mailing lists, phone directories, and so on. Category codes are user-defined codes. Examples might include:

01: New contact or employee.

02: Holiday card mailing list.

03: Alumni mailing list.

04: Credit officer.

Prefix

Enter the first segment for a telephone number. In the United States, the prefix is the three-digit area code.

Phone Number

Enter the phone number without the prefix or special characters, such as hyphens or periods, that comprises the telephone number for an entity. You can use any applicable telephone number format for a country. This field is used in conjunction with the Prefix field (AR1), where you enter the first segment of the telephone number, which is called the area code in the United States.

When you search for an address using a phone number, you must enter the number exactly as it is set up in Address Book, including any special characters.

Phone Type

Select a valid phone type from user-defined code table (01/PH) to indicate either the location or use of a telephone number. Examples include:

Blank: Business telephone number

FAX: Fax telephone number

HOM: Home telephone number

Related Person

Enter the name of the person in the F01112 table that is tied to the Who's Who record.

Relation Type

Select a value from user-defined code table 01/RT to indicate the relationship between the contact and a name in the F01112 table. Values include:

A: Administrative Assistant

B: Important Business Contact

C: Child

D: Project Lead

E: Researcher

Day of Birth

Enter a number to specify the day portion for the Date of Birth field. For example, if the birth date is February 5, 1973, you would enter 05 in this field.

Month of Birth

Enter a number to specify the month portion for the Date of Birth field. For example, if the birth date is February 5, 1973, you would enter 02 in this field.

Year of Birth

Enter a number to specify the year portion for the Date of Birth field. For example, if the birth date is February 5, 1973, you would enter 1973 in this field.

Category Code 1 through Category Code 5

Enter codes from user-defined code tables 01/P1 through 01/P5 in these fields for reporting purposes. For example, you might set up Related Person category codes for sales force, region, and so on.

Work With Addresses

W01012B

Address Book - Brazil (G76B01), Address Book Revisions

Review a list of address book records.

Address Book Revision

W01012A

Click the Add button on the Work With Addresses form or select a record and click Select.

Add or revise an address book record.

Address Book Additional Information - Brazil

W01012BRA

Select Regional Info from the Form men on the Address Book Revision form.

Add tax information specific to Brazil for address book records.

Work With Customer Master

W03013A

Customer Invoice Entry (G03B11), Customer Master Information

Review a list of customer records.

Customer Master Revision

W03013B

Click theAdd button on the Work With Customer Master form or select a record and click Select.

Add or revise a customer master record.

Work With Supplier Master

W04012D

Supplier & Voucher Entry (G0411), Supplier Master Information

Review a list of supplier records.

Supplier Master Revision

W04012A

Click the Add button on the Work With Supplier Master form or select a record and click Select.

Add or revise a supplier master record.

Federal Tax ID

Enter the unique tax identification number that the federal tax authorities use to identify individuals. Use this convention: XXX.XXX.XXX-YY. In this convention, XXX.XXX.XXX is the tax identification number and YY is the check digit.

Individual ID

Enter the unique number that the state police department uses to identify the person. The system stores the identification number in the Address Book ABTX2 tables. For the system to edit the number, you must enter identification numbers using this convention: XX.XXX.XXX-Y. In this convention, XX.XXX.XXX is the identification number and Y is the check digit.

Issuer Code

Enter the short name for the issuer of the ID card.

Issuer State

Select a value from user-defined code table 00/S to specify the state or province. This code is usually a postal service abbreviation.

Issue Date

Enter the date of issue of the document.

Taxpayer Number

Enter the County Contractor Taxpayer Number (ID). This field is required if the address book record is for a contractor.

City

Enter the name that indicates the city associated with the address. This field is required if the address book record is for a contractor.

State

Enter the two-character abbreviation of the state name. This field is required if the address book record is for a contractor.

CGC (Cadastro Geral de Contribuintes) Tax ID

Enter the Corporation CGC Tax Number. The field is formatted using this convention: XXX.XXX.XXX/YYYY-WW.

The definitions of the variables for this convention are as follows:

XXX.XXX.XXX = Corporation code

YYYY = Headquarters or branch code

WW = Check digits

State Tax ID

Enter the additional identification number that is issued by the state where the corporation is located. If you set the Duplicate CGC Number processing option to Blank, the system validates the CGC number to verify that the number does not exist in another record for the same state.

City Tax ID

Enter the identification number that is used by the county to identify a taxpayer. In Brazil, this information is mandatory on notas fiscais and all legal reports.

Taxpayer Class

Select a code from user-defined code table 76/CC to indicate the tax status of the entity with which you are dealing. Values are:

1: Taxpayer

2: Consumer

3: Taxpayer/Consumer

ICMS (Imposto sobre Circulação de Mercadorias e Serviços) Repasse

Enter the code that indicates whether a supplier provides a repasse discount.

Values are:

N: No. This is the default value.

Y: Yes.

IPI (Imposto sobre Produtos Industrializados) Code

Select a value from user-defined code table 76/IP to indicate how IPI tax is assessed. This code determines in which column of the Inbound/Outbound Fiscal Book the system prints the IPI tax amount. Values are:

1: Taxable

2: Exempt or not taxable

3: Other

Free Port Zone

Select a value from user-defined code table 76/FR to indicate whether a company is located in a free port zone.

Complementary ID

Enter the alternate identification number. You complete this field when you use an ID number other than the federal or state tax ID number. This alternate identification number must be printed on the nota fiscal for fiscal purposes.

Enter the Codigo Brasileiro de Operaçiones (CBO) code in the Complementary ID field. The system prints this code on the INSS Report (R76B04001).

ICMS (Imposto sobre Circulação de Mercadorias e Serviços) Substitution

Enter a code to specify whether a client or product is subject to tax substitution. Values are:

Y: Use list price.

Z: Use net price.

N: No.

ICMS (Imposto sobre Circulação de Mercadorias e Serviços) Code

Enter a code to indicate how ICMS tax is applied. You set up the codes that you need in the ICMS Code - Fiscal Value UDC (76/II). The system uses the code when it calculates ICMS tax, and when printing fiscal books.

Brazil Tax Information 1

Enter the type of tax that applies to the employee, supplier, or customer. The value that you enter must exist in the Tax Code table (F76B0401). Specify the code that the system uses to look up the tax rates for these taxes:

IR

ISS

INSS

FUNRURAL

PIS/PASEP withholding

PIS/PASEP credit

COFINS withholding

COFINS credit

CSLL withholding

PIS/PASEP credit

If a supplier is subject to both retention and aggregation for INSS taxes, you must enter a code for each.

Registration INSS (Imposto Nacional Sequro Social)

Enter the supplier's registration number for INSS.

A/B Regional Information Revision

W76H101B

Select an address book record on the Work With Addresses form and select Regional Info from the Row menu. If you are entering a new address book record, click OK on the Address Book Revision form.

Enter additional address book information for Chile.

AB Legal Document Type

Select a valid document type to classify the address tax identification number from UDC 76H/DA.

Tax ID

Enter the tax identification number.

Check - Pay to Order

Enter the name that you want to appear on payments that are made to the supplier.

Professional Fee Constance

Select this option to indicate that a professional services supplier presented the non-withholding certificate. This certificate is issued by the fiscal authority and applies only to the professional fees withholding.

Professional Fee Due Date

Enter the due date for the non-withholding certificate that is presented by the supplier. This applies only for professional fees withholding. If you leave this field blank, the exemption will remain in effect.

Category Code 01, Category Codes 3–10

Enter any additional information for the address book record. These fields are optional.

Registered for Taxes

Specify whether the customer or supplier is registered for taxes. Select a value from UDC 76H/02.

Colombian Additional Information Revisions

W76C0101B

Click Regional Info on the Work With Addresses form, and then click Add on the Colombian Additional Information form. When you add a new address book record, click OK on the Address Book Revisions form.

Enter additional address book information required for Colombia.

Tax Person Code

W76E0001A

Select an address book record on the Work With Addresses form and select Regional Info from the Row menu. When you add a new address book record, click OK on the Address Book Revisions form

Enter required information for Ecuador.

A/B Regional Information Revision

W76P101B

Daily Processing (G0110), Address Book Revisions.Select an address book record on the Work With Addresses form and select Regional Info from the Row menu. When adding a new address book record, click OK on the Address Book Revisions form.

Enter required address book information for Peru.

AB Legal Document Type

Select a value from UDC 76H/DA to specify whether the system validates the N.I.T number.

Tax ID

Enter the tax identification number.

Check - Pay to Order

Enter the name that you want to appear on payments that are made to the supplier.

Professional Fee Constance

Select this option to indicate that a professional services supplier presented the non-withholding certificate. This certificate is issued by the fiscal authority and applies only to the professional fees withholding.

Professional Fee Due Date

Enter the due date for the non-withholding certificate that a supplier presented. This applies only for professional fees withholding. If you leave this field blank, the exemption will remain in effect.

Presented Sol Exemption Constance

Select this option to indicate that a supplier has presented a Solidaridad withholding exemption.

Sol Exemption Constance Due Date

Enter the due date for the Solidaridad withholding exemption.

IGV Withholding Concept (Impusto General a la Venta Withholding Concept)

Select a value from UDC 76P/01. This is the General Sales Tax (IGV) withholding concept. This concept is associated with a withholding percentage. When you pay a voucher for this supplier, the system computes the withholding amount according to this withholding concept and its corresponding percentage.

SPOT Concept (Sistema de Pago de Obligaciones Tributarias concept)

Select a value from UDC 76P/02. This value determines the SPOT concept.

Registered for Taxes

Specify whether the customer or supplier is registered for taxes. Select a value from UDC 76H/02.

Category Codes 3–5 and Category Codes 6–10

Enter additional information for the address book record. These fields are optional and are used for reports.

Address Book Revisions

W01012A

Daily Processing (G0110), Address Book Revisions

Click Add on the Work With Addresses form.

Set up address book records.

Address Book Localization Data

W7411012A

Click OK on the Address Book Revisions form to add information to a new record.

Select a record, and then select Regional Info from the Row menu on the Address Book Revisions form.

Add or revise additional address book information for Poland.

Address Book Revisions

W01012A

Daily Processing (G0110), Address Book Revisions

Add or select an address book record.

Address Book Localization Data

W74R1012A

Select an existing record and select Row, Regional Info on the Address Book Revisions form.

When adding a new address book record, click OK on the Address Book Revisions form.

Add Russia-specific information.

A/B - Additional Information

W76V1001A

Click OK on the Address Book Revisions form.

Alternatively, select Regional Info from the Form menu on the Address Book Revisions form.

Enter codes for ISLR, IM, VAT, and supplier fees types.

Alpha name only

Description-Compressed

Alpha name and postal code

Description-Compressed

Postal Code

1. Duplicate Alpha Name Characters

Specify the number of characters (up to 25) that the program includes when it searches for duplicate alpha names. If you leave this field blank, the default number is the first five characters.

2. Duplicate Postal Codes

Specify whether the program searches for duplicate postal codes for the same alpha name. Values are:

Blank: Do not search for duplicate postal codes.

1: Search for duplicate postal codes.

3. Contact Information

Specify whether to print who's who contact titles on the report. Values are:

Blank: Do not print contact titles.

1: Print contact titles.

A/B Word Search

W01BDWRDA

Daily Processing (G0110), Word Search

Search for address book and who's who information using text strings.

1. Category Codes

Specify whether the program includes address book category codes 1-30 when it builds the F01815 table for searchable items. Values are:

Blank: No, the program does not include address book category codes 1-30.

1: Yes, the program includes address book category codes 1-30.

2. Who's Who and Phones

Specify whether the program includes who's who and phone information when it builds the F01815 table for searchable items. Values are:

Blank: No, the program does not include who's who and phone information.

1: Yes, the program includes who's who and phone information.

3. Parent/Child

Specify whether the program includes parent/child information when it builds the F01815 table for searchable items. Values are:

Blank: No, the program does not include parent/child information.

1:: Yes, the program includes parent/child information.