1. Using Financials for the Americas
  2. Complete Prerequisite Setup

Complete Prerequisite Setup

To use the localization document numbering feature, you must first enable the regional localization and then the localization system options for the country for which you must set up the Receivables transaction number format. After you enable these options, set up the localization document numbering using the Create Document Numbering spreadsheet.

  1. To enable regional localization for the country for which you must set up the Receivables transaction number format, perform these steps:
    1. Click Navigator, Others, Setup and Maintenance work area.
    2. On the Setup page, select Financials offering, then click Change Feature Opt In.
    3. On the Opt In page, search for Financials, then click the Features icon in the Features column.
    4. On the Edit Features page, search for Regional Localization and select the checkbox in the Enable column.
    5. Select the country for which you want to enable localization document numbering.
    6. Click Save and Close.
      Note: This feature is currently available for use in Colombia, Ecuador, and El Salvador.
  2. To enable the localization system options for the relevant business unit, perform these steps:
    1. Click Navigator, Others, Setup and Maintenance, Tasks, Search, Manage Localization System Options.
    2. On the Manage Localization System Options page, click the Create icon to add the business unit for which you want to implement the localization document numbering.
    3. On the Create Localization System Options page, select the business unit, then select the country. to show these options:
      • Enable Document Numbering:

        This enables the configuration of the transaction number format using the Create Document Numbering spreadsheet. Set this option as Yes.

      • Enforce Document Numbering:

        This enables the application to validate that the localization document sequence has been assigned to a transaction type to ensure that the transaction number is in the desired format. If you set this option as Yes, you cannot create a Receivables transaction using a transaction type that has not been assigned with a localization document sequence. This is an optional configuration.

    4. Click Save and Close.
      Note: This feature is currently available for use in Colombia, Ecuador, and El Salvador.