Automate Document Numbers for Receivables Transactions for Argentina

You can automate the generation of document numbers for Receivables transactions for the sales made by your organization in Argentina. These document numbers are driven based on Fiscal Classification, Document Class, and Transaction Type.

You can automate the generation of document numbers for Receivables transactions for the sales made by your organization in Argentina. These document numbers are driven based on the customer Fiscal Classification, Document Class, and Transaction Type. The resultant values are the Document Letter, Branch Number, and Document Sequence, and the combination of these make up the document number that is stamped on the Transaction Number.

Document numbers are stamped on the transaction on Complete action. These are applied only for the Business Units for which Argentina Document Numbering has been configured and when the drivers specified in the setup are applicable to the transaction.

Follow these steps:

1. Enable Argentina document numbering for the business unit.
   1. Navigate to Setup and Maintenance, Tasks and search for Manage Localization System Options.
   2. Search for the business unit. Click Edit, set the Enable Argentina Document Numbering as Yes, and save.
2. Create and assign party fiscal classification types and codes to customers. You can define various fiscal classifications, such as multilateral, domestic, registered, nonregistered, and foreign.
   1. Navigate to Setup and Maintenance, Tasks and search for Manage Classification Categories.
   2. Click Create and enter the classification category and classification category meaning. Select the Allow Parent Code Assignment and Allow Multiple Class Code Assignment check boxes.
   3. In the Entity Assignment region, add a new row. Enter HZ_PARTIES as table name and WHERE PARTY_TYPE = ‘ORGANIZATION’ as the where clause.
   4. Click Save.
   5. Click Create Classification Codes and then click Create in the Classification Codes region.
   6. In the Create Tree Node page, select Party Fiscal Classification Hierarchy as the Data Source and click Next.
   7. In the Create Node page, enter the classification code and classification code meaning and save. Repeat this substep for the other classification codes.
   8. Return to the Setup and Maintenance work area. Click Tasks and then search for Manage Party Fiscal Classifications.
   9. Click Create.
   10. Select the classification category created in the previous steps for the Party Classification field.
   11. In the Fiscal Classification Type Codes section, enter the code, name, and start date of the fiscal classification type.
   12. In the Associated Tax Regimes section, add a new row.
   13. For the Tax Regime Code, select the tax regime associated with this party fiscal classification.
   14. Enter the start date of the record and then click Save and Close.
   15. On the Fiscal Classification Association tab, associate customers with the appropriate party fiscal classification.
3. Create Receivables transaction types for sales transactions. Follow these steps:
   1. In the Setup and Maintenance work area, open the Tasks panel and then search for the Transaction Types task.
   2. Click Create and enter the information for the transaction type.
4. Create document sequence categories and document sequences. Follow these steps:
   1. Navigate to Setup and Maintenance, Tasks and search for Manage Document Sequence Categories.
   2. Click Create and define the document categories.
   3. Return to the Setup and Maintenance work area, open the Tasks panel and then search for the Manage Receivables Document Sequences task.
   4. Click Create and define the document sequences.
   5. Assign the document sequences to the document categories created in the previous steps.
5. Create context values for document numbering. Define context values for document numbering by assigning a document letter to a party fiscal classification type and code combination for a date range:
   1. Navigate to Setup and Maintenance, Tasks and search for Manage Localization Document Numbering.
   2. Search for Argentina.
   3. On the Create Document Numbering in Spreadsheet page, select Setup for document numbering context values as the configuration and click OK.
   4. Save the spreadsheet.
   5. Open the spreadsheet and log in to the application.
   6. Assign the Party Fiscal Classification type and codes created in the previous steps to a document letter in the spreadsheet.
   7. Enter the start and end dates and click Upload to save the changes.
      Note: You can add an end date optionally.
6. Create document numbering for sales transactions.
   1. Navigate to Setup and Maintenance, Tasks and search for Manage Localization Document Numbering.
   2. Search for Argentina.
   3. On the Create Document Numbering in Spreadsheet page, select Setup for document numbering as the configuration and click OK.
   4. Save the spreadsheet.
   5. Open the spreadsheet and log in to the application.
   6. Assign the document sequences defined earlier to a combination of document letter, branch, transaction type, and document class.
   7. Select the sequence type as Standard invoice or leave it blank unless it is for numbering electronic credit invoice transactions.
   8. Enter the Tax Authority Document Code.
      This is the code defined by the tax authority to identify commercial documents.
   9. Enter the Start Date and optionally End Date and click Upload to save the changes.
7. Create sales transactions.
   1. Create the transaction.
   2. Navigate to Receivables, Billing, and Create Transaction.
   3. Create the transaction and click Save. Click Complete to update the transaction number based on the setup.