Creating E-Document Series

Note:

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

An e-document series defines the numbering sequence assigned to each e-document you generate in NetSuite. A series can be a number, a letter or word, or a combination of both. Some tax authorities may require that you assign series to your e-documents. In NetSuite, e-document series are associated with e-document certification settings.

To create an e-document series:

1. Go to Setup > E-Document Certification > Tax Authority Certification Service.

2. Click View next to the tax authority certification service you want.

3. Click the Certification Settings subtab.

4. Click Edit next to the e-document certification settings you want.

5. Click the E-Document Series subtab.

6. Click New E-Document Series.

   A new e-document series record opens.

7. In the E-Document Series field, enter the series with which you want to assign e-documents.

8. In the Current E-Document Number field, enter the number of the last e-document generated with the series.

   NetSuite uses the current e-document number as a starting point to assign numbers for the next generated e-documents.

9. (Optional) If you want to set the series as default on transactions involving the subsidiary, e-document category, and tax authority from the related certification settings, check the Default E-Document Series box.

   You can only set one default e-document series for each combination of subsidiary, e-document category, and tax authority. When you set a default series, NetSuite automatically populates the e-document series on transaction records.

10. Click Save.

Related Topics

Creating a Tax Authority Certification Service Record

Creating Certification Service Operations

Setting Up XSD Validation

Adding Digital Signature Tags

Adding Certification Service URLs

Defining E-Document Certification Settings

Adding Custom Fields for Certification

Defining E-Document Sending Preferences

Adding Municipal Taxation Codes

General Notices