Setting Up a Legal Document Relationship

Access the Legal Document Type Revision form.

Legal Document Type

Enter a code for the legal document type for which you want to set up details.

Legal Document Type Group

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.

Calculate Taxes

Select this check box for India tax and export invoices.

Discriminate Taxes

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.

Number of Copies Source

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.

Number of Legal Document Copies

Enter the number of copies for the legal document. For India tax and export invoices, you must enter 3.

Supplier Address Source

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.

Note: For electronic invoices, the supplier address code must be B.

Generate Bank Connection Information

For electronic invoices, select this check box to have the system include banking information on the legal document. Navigate to Legal Document Set Up (G74LD00), Bank Connections for Legal Document Program (P700050) to specify the details of the banking information.

Generate Contact Information

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.