Setting Up Legal Documents
To generate tax invoices for GST, you must set up information that the system uses to print the legal documents. The information that you must set up are:
Legal document types
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. When you set up a legal document type, you assign a legal document type group from the UDC table 74/DG.
Relationship between the legal document type and the internal document type
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.
Issue place
You set up codes to identify the locations from where legal documents are issued.
Print templates
You set up print templates to define the number of rows and the types of information that the system prints in the detail section of legal documents.
Relationship between the legal company, print template, and legal document type
After you set up the templates, you assign legal companies and legal document types to the templates.
Programs and versions to print legal documents
To generate and print GST invoices, you must first assign the program number and the version of the print program that you set up for invoices.
You can set up default values and generate all of this information in a single instance instead of manually setting up each of them using the different programs that are associated with these functionalities. To generate default values automatically, you enter the default values in the processing options for the Legal Doc Default Setup program (R75I807), and then you run the R75I807 program to update the respective programs and tables.
After you generate the default information in the programs and tables, you can access the individual programs to update the default information.
See Setting Up Legal Documents for Tax, Export, and Electronic Invoices for more information about setting up legal documents using individual programs.
In addition to setting up the information listed above, you must also set up next numbers for GST legal documents by using the GST Legal Document Next Numbers program (P75I818).