Creating E-Document Categories

Note:

To access the LATAM E-Document Certification SuiteApp documentation in Brazilian Portuguese (Português do Brasil), see LATAM E-Document Certification.

In several countries, local authorities may establish different types of e-documents your company must send for certification.

In NetSuite, you can create the different types of e-documents you use as e-document category records. You can associate e-document categories with e-document certification priorities and e-document certification settings.

To create an e-document category:

  1. Go to Setup > E-Document Certification > E-Document Category > New.

  2. In the Name field, enter the name of the e-document category.

  3. (Optional) If you want NetSuite to validate the association of the e-document category in e-document certification settings records, check the Enable Certification Settings Validation box.

    The box is checked by default. When you check this box, you can only associate the e-document category with the same subsidiary in one e-document certification settings record. When you clear the box, you can associate the e-document category with the same subsidiary in multiple e-document certification settings records.

  4. Click Save.

Related Topics

LATAM E-Document Certification Setup
Certification Tax Authority Implementation
E-Document Digital Signature
Defining E-Document Certification Priorities
Setting the E-Document Certification Requests’ Processing Capacity
Setting Up Sequential Order Sending

General Notices