Entering Legal Document Types

Enter the name that you assign to a legal document type.

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. Values are:

Blank: Not Applicable /Other

CD: Credit note / Debit note

CI: Correction Invoice

ED: Exchange Rate Difference

IN: Invoice

SN: Shipment Note.

(CZE) Use IN for invoices, prepayment invoices, and VAT accounting invoices. Use CD for credit and debit notes.

(HUN) Use IN for invoices, CI for correction invoices, and CD for reverse invoices (storno).

(RUS) Use IN for tax invoices and SN for the Goods Dispatch Note and Stock Delivery Note.

(POL) Use IN for invoices, prepayment invoices, and VAT accounting invoices. Use CD for credit and debit notes.

Select to have the system calculate taxes. The system enables the Discriminate Taxes field when you select this option.

(CZE) Select this option when processing invoices, prepayment invoices, VAT accounting invoices, and credit and debit notes.

(HUN) Select this option when processing correction invoices.

(RUS) Select this option when processing tax invoices, goods dispatch notes, and stock delivery notes.

(POL) Select this option when processing invoices and correction invoices.

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 summarizes the tax in the invoice print based on the option selected in the Discriminate Taxes field. 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.

5: Total tax by Group. The taxes are not included in the price; total tax of all the lines is printed at the end of the document.

6: Total by tax Authority. The taxes are not included in the price; they are grouped by Tax Rate/Area and by Tax Authority.

Summarization requirement	Values in UDC 74/DL
No Summarization of Taxes	0: Do not discriminate.
No Summarization of Taxes	1: Discriminate on detail line.
No Summarization of Taxes	2: Discriminate by tax code.
Summarize Taxes by Area	3: Total taxes by tax code / rate.
Summarize Taxes by Area	4: Discriminate by tax code and total.
Summarize Taxes by Group	5: Total by Tax Group.
Summarize Taxes by Authority	6: Total by Tax Authority.

Select to have the system print the legal document on one page.

(CZE and HUN) Do not select this check box for invoices, credit and debit notes, or correction invoices.

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.

(CZE) Select this check box for invoices, prepayment invoices, VAT accounting invoices, and credit and debit notes.

(HUN) Select this check box for invoices, correction invoices, and reverse invoices.

(RUS) Do not select this check box for goods dispatch notes and stock delivery notes.

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.

Enter the number of copies to print. The system enables this field only when the value in Number of Copies Source field is L.

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

(CZE and HUN) Leave this field blank to specify that the system uses the legal company.

(POL and RUS) The system does not print banking information on legal documents for India, Poland, or Russia, so you can leave this field blank. The system ignores any value that you enter in this field when you print Indian, Polish, or Russian legal documents.

(CZE, HUN) Select this check box to have the system include banking information on the legal document. You specify the details of the banking information in the Bank Connections for Legal Document program (P700050).

(POL and RUS) The system does not print contact information on the legal documents for Poland and Russia, so you can leave this field blank. The system ignores any value that you enter in this field when you print Polish or Russian legal documents.

(CZE and HUN) Enter a value that exists in the Generate Contact Information (70/CI) UDC table to specify whether the system includes contact information in the footer 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. The system prints the mailing name, professional title, phone number, and mailing address used from the Who's Who table (F0111) for the address number used for the contact information.

The system uses information in the Contact Information Address Number processing option in the P7420565 program as well as the value in this field to determine the contact information to print.

If you complete the Contact Information Address Number processing option in the P7420565 program or the Invoice Print – PO (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 Contract Information field of the setup.