(POL and RUS) Setting Up Legal Numbering

This chapter provides an overview of legal numbering for Russia and Poland, lists a prerequisite, and discusses how to:

Set up legal document types.
Associate legal document types with document types.
Set up legal documents issue places.
Set up next numbers for legal documents.
Set up print template definitions for legal documents.
Specify rows for print template line types.
Associate legal document types with print templates.
Specify programs and versions to print legal documents.
(RUS) Set up legal document footer signatures.
Set up versions for legal documents.

Understanding Legal Numbering

You set up legal numbering so that invoices that you print from the JD Edwards EnterpriseOne Accounts Receivable and JD Edwards EnterpriseOne Sales Order Management systems contain information required for tax reporting. You follow the process to set up legal numbering for each type of document that uses a legal numbering scheme.

(POL) For Poland, you set up legal numbering for invoices and correction invoices.

(RUS) For Russia, you set up legal numbering for invoices and shipment notes.

Prerequisite

Verify that the Legal Document Type Group (74/DG) UDC table is set up.

Setting Up Legal Document Types

This section provides an overview of legal document types and discusses how to enter legal document type information.

Understanding Legal Document Types

You set up legal document types to specify how the system handles taxes for a type of document, whether the system must print the document on one page, and whether multiple payment terms are allowed for a document. You use the Legal Document Types program (P7400002) to associate the legal document types that you create with the legal document type groups that exist in the Legal Document Type Group (74/DG) UDC table.

When you create legal document types, you assign a legal document type group to each document type by selecting a value from the Legal Document Type Group (74/DG) UDC table.

When you set up legal documents:

(RUS) Assign SN (shipment note) as the document type group for goods dispatch notes and stock delivery notes, specify that the system calculates and discriminates taxes, and specify that the system not break on payment terms.
(RUS) Assign SN (shipment note) as the document type group for outbound stock movement notes, and specify that the system not calculate taxes and not break on payment terms.
(POL and RUS) Assign IN (invoice) as the document type group for invoices. Specify that the system calculates and discriminates taxes, and specify that the system breaks on payment terms.
(POL) Assign CD (credit note/debit note) as the document type group for correction invoices. Specify that the system calculates and discriminates taxes, and specify that the system breaks on payment terms.

The system stores the legal document types that you create in the F7400002 table.

Forms Used to Enter Legal Document Types

Form Name	FormID	Navigation	Usage
Work With Legal Document Types	W7400002A	Set Up Legal Documents (G74RDOC), Legal Document Types Set Up Legal Documents (G74PDOC), Legal Document Types	Select an existing legal document type.
Legal Document Type Revision	W7400002B	On the Work With Legal Document Types form click Add.	Add legal document types.

Entering Legal Document Types

Access the Legal Document Type Revision form.

Legal Document Type	Enter the name that you assign to a legal document type.
Legal Document Type Group	Enter the group to which the legal document type that you are creating belongs. When you complete this field with IN or CD, the value in the Calculate Taxes processing option must be 1. You must enter a value that exists in the Legal Document Type Group (74/DG) UDC table.
Calculate Taxes	Select this check box to have the system calculate taxes. When you select this option, you can complete the Discriminate Taxes processing option.
Discriminate Taxes	Select this check box to have the system print the value of the goods or services and the tax amounts separately. If you do not select this check box, the system prints the value of the goods or services and the value of the taxes as one item.
One Page Document	Select this check box to have the system print the legal document on one page.
Break on Payment Term	Select this check box to have the system print the detail lines for only one payment term. If you do not select this check box, the system does not create a page break based on payment terms.

Associating Legal Document Types with Document Types

This section provides an overview of the association of legal document types with document types and discusses how to associate legal document types with document types.

Understanding How to Associate Document Types with Legal Document Types

You associate the values in the Document Type (00/DT) UDC table with the values that you create for legal document types.

You use the Legal Document Types program (P7400002) to create legal document types, then use the Legal Doc. Types Relationship program (R7400003) to create the relationships between legal document types and internal document types. When you create the relationships, you also specify the company for which the relationship applies and the VAT Register VAT Condition for which the relationship applies.

The system stores the relationships in the F7400003 table.

Forms Used to Associate Legal Document Types With Document Types

Form Name	FormID	Navigation	Usage
Work with Legal Document Types/Document Types Relationship	W7400003A	Set Up Legal Documents (G74RDOC), Legal Docs Type Relationship Set Up Legal Documents (G74PDOC), Legal Docs Type Relationship	Select an existing record.
Legal Document Types/Document Types Relationship Revision	W7400003B	Click Add n the Work with Legal Document Types/Document Types Relationship form.	Associate legal document types with document types.

Form Name

FormID

Navigation

Usage

Work with Legal Document Types/Document Types Relationship

W7400003A

Set Up Legal Documents (G74RDOC), Legal Docs Type Relationship

Set Up Legal Documents (G74PDOC), Legal Docs Type Relationship

Select an existing record.

Legal Document Types/Document Types Relationship Revision

W7400003B

Click Add n the Work with Legal Document Types/Document Types Relationship form.

Associate legal document types with document types.

Associating Legal Document Types

Access the Legal Document Types/Document Types Relationship Revision form.

Legal Company	Enter the company for which the association applies.
Document Type	Enter the document type that you want to associate with the legal document type. You must enter a value that exists in the Document Types (00/DT) UDC table and the Document Types - Invoices Only (00/DI) UDC table.
VAT Condition	Enter a VAT condition code that exists in the VAT Condition (74/VC) UDC table. The system associates this code with the legal document type.
Legal Document Type	Enter the legal document type that you want to associate with the document type. The legal document type that you enter must exist in the F7400002 table.

Setting Up Legal Documents Issue Places

This section provides an overview of legal document issue places and discusses how to enter legal document issue places.

Understanding Issue Places

You set up codes to represent the location where legal documents are issued. For example, if the company issues documents from a general office and from a warehouse, you set up codes to represent each of these locations.

The system stores the codes that you set up in the F7400004 table.

Forms Used to Enter Issue Places

Form Name	FormID	Navigation	Usage
Work With Legal Documents Issue Places	W7400004A	Set Up Legal Documents (G74RDOC), Issue Places Set Up Legal Documents (G74PDOC), Issue Places	Select an existing record.
Legal Documents Issue Places Revision	W7400004B	On the Work With Legal Documents Issue Places form click Add.	Set up issue places.

Entering Issue Places

Access the Legal Documents Issue Places Revision form.

Issue Place

Enter a code that represents the location where the document is issued.

Setting Up Next Numbers for Legal Documents

This section provides an overview of next numbers for legal documents and discusses how to set up next numbers.

Understanding Legal Document Next Numbers

The numbering for each type of legal document be consecutive. Because you can print some of the legal documents from more than one JD Edwards EnterpriseOne program, you set up next numbers for legal documents so that the system assigns a valid next number no matter which program you use to print a document.

(RUS) You set up different next numbering schemes for each type of legal document. For example, you might set up a next numbering scheme for invoices, and set up a different numbering scheme for shipment notes, which include Goods Dispatch Notes, Stock Delivery Notes, and outbound Stock Movement Notes.

(POL) You set up different next numbering schemes for each type of legal document. For example, you might set up a next numbering scheme for invoices and a different next numbering scheme for correction invoices.

The system stores the next numbering schemes in the F7400001 table.

Forms Used to Set Up Legal Document Next Numbers

Form Name	FormID	Navigation	Usage
Work with Next Legal Document Numbers	W7400001A	Set Up Legal Documents (G74RDOC), Legal Document Next Numbers Set Up Legal Documents (G74PDOC), Legal Document Next Numbers	Select an existing record.
Next Legal Document Number Revision	W7400001B	On the Work with Next Legal Document Numbers form click Add.	Set up legal document next numbers.

Setting Up Next Numbers for Legal Documents

Access the Next Legal Document Number Revision form.

Legal Company	Enter the company for which you set up the next numbers.
Legal Document Type	Enter the legal document type for which you set up next numbers. The value that you enter must exist in the F7400002 table.
Issue Place	Enter the code that represents the place of issue for the legal document. The value that you enter must exist in the F7400004 table.
Legal Document Type Same As	Enter the legal document types that share the same next numbering scheme. The value that you enter must exist in the F7400002 table. (POL) For example, you might indicate that all correction invoices have the same next numbering scheme. (RUS) For example, you might indicate that all shipment notes, such as the Stock Delivery Note and the Goods Dispatch Note, have the same next numbering scheme.
Next Legal Number	Enter the number that precedes the number that the system uses as the first number in the next numbering scheme. For example, if you enter 99, the system uses 100 as the first number in the next numbering scheme for the legal document type that you specify.

Setting Up Print Template Definitions for Legal Documents

This section provides an overview of print template definitions and discusses how to set up print template definitions.

Understanding Print Template Definitions

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. After you set up the print template definitions, you assign legal document types to the definitions so that the system uses the correct template for each legal document type.

The system stores information about print templates in the Print Template Definition of Legal Documents table (F7400021), the Print Line Types Definition for Legal Documents table (F7400022), and the Legal Document Types / Print Templates Relationship table (F74200023).

Forms Used to Set Up Print Template Definitions

Form Name	FormID	Navigation	Usage
Work With Print Templates Definition for Legal Documents	W7430021A	Set Up Legal Documents (G74RDOC), Print Template Def. Legal Doc. Set Up Legal Documents (G74PDOC), Print Template Def. Legal Doc	Select an existing print template.
Print Templates Definition for Legal Documents Revision	W7430021B	On the Work With Print Templates Definition for Legal Documents form click Add.	Set up print template definitions for legal documents.

Setting Up Print Template Definitions

Access the Print Templates Definition for Legal Documents Revision form.

Print Template	Enter a code that you assign to the print template. You must complete this field.
Total Nbr of Rows in Detail Section (total number of rows in detail section)	Enter the number of rows to print in the detail section. The value that you enter must be greater than 0 (zero). The maximum value you can enter is 999.
Print SO Attachments in Detail Section (print sales order attachments in detail section)	Select this option to have the system print the sales order header attachment in the detail section of the document.
Nbr of Rows for SO Attachments (number of rows for sales order attachments)	Enter the maximum number of rows that the system uses for the sales order header attachment. You complete this field only when you select the Print SO Attachments in Detail Section option. The maximum value you can enter is 999.
Print Line Attachments	Select this option to have the system print the sales order line attachment in the detail section of the document.
Nbr of Rows for Line Attachments (number of rows for line attachments)	Enter the maximum number of rows that the system uses for the sales order line attachment. You complete this field only when you select the Print SO Attachments in Detail Section option. The maximum value you can enter is 999.
Attachment Line Length	Enter the line length beyond which the system does not print the attachment. For example, if you enter 50, the system does not print the attachment if the number of detail lines exceeds 50.

Specifying Rows for Print Template Line Types

This section discusses how to set up rows for print template line types.

Forms Used to Set Up Rows for Print Template Line Types

Form Name	FormID	Navigation	Usage
Work With Print Templates Definition for Legal Documents	W7430021B	Set Up Legal Documents (G74RDOC), Print Template Def. Legal Doc. Set Up Legal Documents (G7PDOC), Print Template Def. Legal Doc.	Select an existing print template.
Print Line Types Definition for Legal Documents	W7430021D	On the Work With Print Templates Definition for Legal Documents Revisions form select Line Types Definition from the Form menu.	Define the number of rows for line types that print on legal documents.

Setting Up Rows

Access the Print Line Types Definition for Legal Documents form.

Print Template Line Type	Enter the line type for which you want to specify the number of allowed rows. The value that you enter must exist in the Print Line Types for Legal Docs (74/PL) UDC table.
No Rows for Line Type	Enter the maximum number of rows on which the system prints the line type you specify. The maximum number is 999.

Associating Legal Document Types with Print Templates

This section discusses how to associate legal document types with print templates.

Forms Used to Associate Legal Document Types with Print Templates

Form Name	FormID	Navigation	Usage
Work with Legal Document Types / Print Templates	W7430023A	Set Up Legal Documents (G74RDOC), Print Temple Def Relationship Set Up Legal Documents (G74PDOC), Print Temple Def Relationship	Select an existing record.
Legal Document Types / Print Templates Relationship Revision	W7430023B	On the Work with Legal Document Types / Print Templates form click Add.	Associate legal document types with print templates.

Associating Legal Document Types with Templates

Access the Legal Document Types/Print Templates Relationship Revision form.

Legal Company	Enter the company for which you set up the association between a legal document type and a print template.
Legal Document Type	Enter the legal document type for which you associate a print template. The value that you enter must exist in the F7400002 table.
Print Template	Enter the print template that you associate with the legal document type. The value that you enter must exist in the F7430021 table.

Specifying Programs and Versions to Print Legal Documents

This section provides an overview of versions for legal documents and discusses how to specify programs and versions.

Understanding Versions for Legal Documents

You use the Legal Documents Print UBEs & Versions program (P7430024) to associate legal document types with versions of print programs that generate legal documents. For example, to set up a version for invoices:

Specify the Legal Company.
Specify in the Legal Document Type field the document type that you set up for invoices.
Specify the issue place and user ID (optional).
(RUS) Specify the version of the document to print.

For example, enter R74R3031 in the UBE field of the Legal Documents Print UBEs & Versions program to print the goods dispatch note.
(POL) Specify R74P3030 (Print Invoice / Invoice Correction) in the UBE field of the Legal Documents Print UBEs & Versions program.
Specify the version of the print program that you set up for invoices in the Version field of the Legal Documents Print UBEs & Versions program.

The ZJDE0001 version is the default version.
Complete other fields on the Legal Documents Print UBEs & Versions Revision form.

The system stores the information for versions and programs in the F7430024 table.

Forms Used to Specify Versions and Print Programs

Form Name	FormID	Navigation	Usage
Work With Legal Documents Print UBEs & Versions	W7430024A	Set Up Legal Documents (G74RDOC), Legal Document / UBE Relationship Set Up Legal Documents (G74PDOC), Legal Document / UBE Relationship	Select an existing record.
Legal Documents Print UBEs & Versions Revision	W7430024B	On the Work With Legal Documents Print UBEs & Version form click Add.	Specify the program and version the system uses to print legal documents.

Specifying Versions and Print Programs

Access the Legal Documents Print UBEs & Versions Revision form.

Legal Company	Enter the company for which you set up the association between a print program and a version for the print program.
Legal Document Type	Enter the legal document type for which you associate print program and a version of the print program. The value that you enter must exist in the F7400002 table.
Issue Place	Enter the place of issue of the legal document. This field is optional. The value that you enter must exist in F7400004 table.
User ID	Enter a User ID to confine permission to print the document to the specified person. This field is optional.
UBE (universal batch engine)	Enter the print program to which you want to associate a version.
Version	Enter the version of the program that you specified in the UBE field that you want the system to use when you run the specified program.

(RUS) Setting Up Legal Document Footer Signatures

This section provides an overview of footer signatures and discusses how to set up footer signatures.

Understanding Legal Document Footer

You set up legal document footers to specify the persons responsible for issuing or reviewing legal documents. You set up specific information for each legal document type.

Forms Used to Set Up Footer Signatures

Form Name	FormID	Navigation	Usage
Work With Legal Document Footer Signature	W74R0007A	Set Up Legal Documents (G74RDOC), Set Up - Legal Document Footer Signature	Select an existing record.
Legal Document Footer Signature Setup	W74R0007B	On the Work With Legal Document Footer Signature form click Add.	Add information to create a footer section for a signature on a legal document.

Setting Up Footer Signatures

Access the Legal Document Footer Signature Setup form.

Legal Company	Enter the company for which you set up the signature footer.
Program ID	Enter the program ID of the print program that generates the legal document.
Legal Document Type	Enter the legal document type for which you create the signature footer. The value that you enter must exist in F7400002 table.
Issue Place	Enter the place of issue of the legal document. The value that you enter must exist in the F7400004 table.
Version	Enter the version of the print program that generates the legal document.
Signature Role	Enter the role of the person who will sign the legal document. The value that you enter must exist in the Signature Role (74R/RL) UDC table. You must complete this field.
Sequence Number	Enter the sequence number of the signature line you want to print. You assign sequence numbers when you set up report formats.
Address Number	Enter the address book number of the person who will sign the legal document.
Alpha Name	Enter the name of the Chief Accountant or Company CEO that appears on the invoice or legal document.
Position	Enter the position of the person issuing the legal document.
Signature Status	Enter a value to specify the status of the person signing the legal document. The value that you enter must exist in the Signature Status (74R/FS) UDC table.

Setting Up Versions for Legal Documents

For legal documents printed from the JD Edwards EnterpriseOne Sales Order Management system, you must set up corresponding versions for the legal documents in the country-specific programs for the legal documents, and in the Print Invoices (R42565) program. You do this in addition to completing the steps to set up legal numbering and associate print temples to legal document types. You use the P7420565 program to set up versions for:

(RUS) Goods Dispatch Note
(RUS) Stock Movement Note (outbound)
(RUS) Stock Delivery Note
(POL and RUS) Invoices
(POL) Correction Invoices

The program for printing legal documents (P7420565) appears on the Sales Order menus for Poland and Russia under these names:

(POL) Print Invoice / Invoice Correction - PO
(RUS) Print Invoice - PO
(RUS) Print Stock Delivery Note - PO
(RUS) Print Goods Dispatch Note - PO
(RUS) Print Stock Movement Note - PO