1. Using Financials for the Americas
  2. Create Internal Customers

Create Internal Customers

You can create internal customer and customer sites with the same address as the legal entity and legal reporting units for fiscal document generation.

Follow these steps:
  1. Create an internal customer and customer sites:
    1. From the Setup and Maintenance work area, navigate to the Manage Customers task.
    2. In the Manage Customers page, click Create.
    3. Enter the internal customer name.
    4. In the Account Address region, for the Account Address Set field, select the account address set.
    5. In the Address region, enter the address of the legal reporting unit that is a destination for an asset transfer.
    6. In the Address Purposes region, click Add Row.
    7. In the Purpose field, select Bill to.
    8. Click Add Row to add another address purpose.
    9. In the Purpose field, select Ship to.
    10. Click Save and Close.
  2. Associate the internal customer with the same tax registrations of the legal entity for fiscal document generation:
    1. From the Setup and Maintenance work area, navigate to the Manage Tax Registrations task.
    2. Search for Third-Party Tax Profiles.
    3. In the Taxpayer Identifiers tab, click Create.
    4. In the Create Third-Party Taxpayer ID page, search for the customer.
    5. In the Validation Type field, enter Brazil CNPJ.
    6. In the Taxpayer ID field, enter the legal reporting unit CNPJ number.
    7. In the Effective Start Date field, enter the start date of the record.
    8. Click Save and Close.
  3. Associate the internal customer site with the same tax registrations of the legal reporting units for fiscal document generation:
    1. From the Setup and Maintenance work area, navigate to the Manage Tax Registrations task.
    2. Search for Third-Party Site Tax Profiles.
    3. In the Taxpayer Identifiers tab, click Create.
    4. In the Create Third-Party Site Taxpayer ID page, search for the customer site.
    5. In the Validation Type field, enter Brazil CNPJ
    6. In the Taxpayer ID field, enter the legal reporting unit CNPJ number.
    7. In the Effective Start Date field, enter the start date of the record.
    8. Click Save and Close.