Creating E-Document Series
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:
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Go to Setup > E-Document Certification > Tax Authority Certification Service.
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Click View next to the tax authority certification service you want.
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Click the Certification Settings subtab.
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Click Edit next to the e-document certification settings you want.
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Click the E-Document Series subtab.
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Click New E-Document Series.
A new e-document series record opens.
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In the E-Document Series field, enter the series with which you want to assign e-documents.
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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.
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(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.
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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