Prerequisites for Using the Universal Mapping Assistant Features

Before you start using the Universal Mapping Assistant features, read the prerequisites in the table below and follow the described steps:

Mapping Type

Required Procedure

GL Accounts SAF-T 2.0

Install an appropriate country- or region-specific SuiteApp that provides implementation for this mapping type.

Because no existing SuiteApp currently provides such implementation, you can create your own mapping type instance. For more information, see Defining a New Mapping Type Instance.

Enable the Use Account Numbers accounting preference.

To enable this preference:

  1. Go to Setup > Accounting > Preferences > Accounting Preferences.

  2. On the General subtab, check the Use Account Numbers box.

    Note:

    Setting this preference enables seeing both account numbers and names for general ledger accounts in lists, chart of accounts, and most financial reports.

  3. Click Save.

Methods of Payment

Install the Advanced Localization Features SuiteApp. For more information, see Installing the Advanced Localization Features SuiteApp.

Note:

This SuiteApp provides the source payment method records for this mapping type.

Install an appropriate country- or region-specific SuiteApp. Below is a list of SuiteApps that currently provide implementation for this mapping type:

  • Electronic Invoicing SuiteApp

    For more information, see Installing the Electronic Invoicing SuiteApp.

    Note:

    This SuiteApp provides the payment method standard PEPPOL-81 as a mapping type instance for this mapping type.

Units of Measure

Enable the Multiple Units of Measure feature.

To enable this feature:

  1. Go to Setup > Company > Enable Features.

  2. On the Company subtab, check the Multiple Units of Measure box.

  3. Click Save.

Activate your preferred units of measure by going to Lists > Accounting > Units of Measure.

Note:

The units of measure that you mark as inactive can't be mapped using the Universal Mapping Assistant SuiteApp.

Install an appropriate country- or region-specific SuiteApp that provides implementation for this mapping type. Because no existing SuiteApp currently provides such implementation, you can create your own mapping type instance. For more information, see Defining a New Mapping Type Instance.

Tax Codes

Enable the SuiteTax feature. For more information, see Enabling the SuiteTax Feature.

Install the SuiteTax Engine SuiteApp. For more information, see Installing the SuiteTax Engine.

Install an appropriate country- or region-specific SuiteApp that provides implementation for this mapping type. Because no existing SuiteApp currently provides such implementation, you can create your own mapping type instance. For more information, see Defining a New Mapping Type Instance.

Related Topics

General Notices