Entering Legal Document Types
Access the Legal Document Type Revision form.
- Legal Document Type
Enter the name code that you assign to a legal document type. The Italian Government defines the codes and the legal document types that you must use.
Examples of values that you can set up are:
TD01: Invoice
TD04: Credit Note
TD05: Debit Note
- Legal Document Type Group
Enter a value that exists in the Legal Document Type Group (74/DG) UDC table to specify the group to which the legal document type belongs.
Leave this field blank to specify that this information is not applicable for Italy.
- Calculate Taxes
Select to have the system calculate taxes. The system enables the Discriminate Taxes field when you select this option.
For Italy, you should always select this option, for all document types.
- Discriminate Taxes
Enter a value that exists in the Discriminate Taxes (74/DL) UDC table to specify whether the system prints the value of the goods or services and the tax amounts separately (discriminates the taxes). The system enables the Discriminate Taxes field only when you select the Calculate Taxes option.
Values are:
0: Do not discriminate. The taxes are included in the unit and extended prices.
1: Discriminate by detail line. The taxes are not included in the price. The total tax rate and total tax amount of a line are printed in each detail line.
2: Discriminate by tax code. The taxes are not included in the price; they are printed separately below each detail line. This option is not applicable when you select the One Page Document check box.
3: Total taxes by tax code and rate. The taxes are not included in the price; they are grouped by tax rate at the end of the document. This option is not applicable when you select the One Page Document check box.
4: Discriminate by tax code and total. The taxes are not included in the price; they are printed separately below each detail line and also grouped by tax rate at the end of the document. This option is not applicable when you select the One Page Document check box.
When working with invoices for Italy, do not select the value "0". According to Italian regulations, taxes should always be discriminated.
- One Page Document
Select to have the system print the legal document on one page.
The system does not use this information for electronic invoices. You can leave this field blank. The system ignores any value that you enter in this field when you generate electronic invoices for Italian legal documents.
- Break on Payment Term
Select 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.
Do not select this check box for electronic invoices of legal documents in Italy.
- Number of Copies Source
Enter a value that exists in the Number of Copies Source (74/NC) UDC table. Values are:
Blank: Use the customer billing instructions that exist in the Customer Master Information (P03013) program to specify the number of copies.
L: Legal document. The system prints the number of copies that you specify in the Number of Legal Document Copies field.
- Number of Legal Document Copies
Enter the number of copies to print. The system enables this field only when the value in Number of Copies Source field is L.
- Supplier Address Source
Enter a value that exists in the Supplier Address Source (74/SC) UDC table to specify the source that the system uses for the entity that prints the document. Values are:
Blank: Legal company
B: Business Unit C: Company
S: Country-Specific
Leave this field blank to specify that the system uses the legal company for Italian legal documents.
- Generate Bank Connection Information
The system does not include banking information on legal documents for Italy, so you can leave this field blank. The system ignores any value that you enter in this field when you work with Italian legal documents.
- Generate Contact Information
Enter a value that exists in the Generate Contact Information (70/CI) UDC table to specify whether the system includes contact information in the header of the legal document. Values are:
Blank: Do not generate contact information
1: Generate from transaction originator. The system uses the address number of the user who generates the transaction to generate the contact information.
2: Generate from user ID. The system uses the address number of the user who prints the transaction to generate the contact information and retrieves information from the following tables:
The professional title, mailing name and primary contact from the Who's Who table (F0111)
The mailing address from the Electronic Address table (F01151)
The phone number from the Address Book - Phone Numbers table (F0115)
If you complete the Contact Information Address Number processing option in the Sales Legal Document Print (R42565) program for the PO - Sales Legal Document Generation program (P7420565), or in the processing options for the Legal Document Print Process (R7430030) program, the system uses the specified address number to generate the contact information of the legal documents, even if you leave the Generate Contact Information field blank in the legal document setup. The processing option value overrides the value in the Generate Contact Information field of the setup.