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Field list configuration for Latin America

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You can create lists that are used to provide required information that's related to Latin America (LATAM) on transactions. These lists are used in the LATAM section of multiple transaction posting pages, including the pages for invoices, packing slips, and journals. For every transaction, you can select an option in each list, based on the configuration of the document class that's used in the transaction.

You can create up to 10 lists.

Prerequisites

Before you complete the procedures in this article, enable the LATAM Globalization feature for the country or region where the legal entity that you're working in is located.

Create a field list

This procedure shows how to create a custom field list.

  1. Go to Organization administration > Setup > LATAM > Fields master List.
  2. Select New to create a list.
  3. In the General section, in the Name field, enter a descriptive name for the list.
  4. In the Reference code section, select New to add an item to the list.
  5. In the Reference code field, enter or select the code that's provided by the fiscal authority.
  6. In the Description field, enter a brief explanation of the item.

Add information required by the fiscal authorities

  1. Go to Organization administration > Setup > LATAM > Fields master List.
  2. Select a list, and then, on the Action Pane, select Tax application.
  3. Select New.
  4. On the new line, in the Tax application Id. field, select a value.
  5. In the Tax application code field, enter the code that the fiscal authority uses to identify the document class type.
  6. Select Save.