1. Country-Specific Features
  2. Portugal Help Topics
  3. Portugal-Specific SuiteApps
  4. Portugal Localization
  5. Portugal Document Series
  6. Creating a Portugal Document Series

Creating a Portugal Document Series

The Portugal Localization SuiteApp provides a custom record where you can create a document series for each transaction type and subsidiary.

The Portugal Document Series custom record can be accessed by any non-Administrator standard or custom role.

To create a document series record:

  1. Go to Setup > Portugal Localization > Portugal Document Series > New.

  2. In the Portugal Document Series row, click New Record.

  3. In the Subsidiary field, select a Portugal subsidiary.

    This document series record can only be used in the transactions under this Portugal subsidiary.

    Note:

    If you have access to this custom record, you can select a subsidiary, to which your logged-in role does not have access permissions.

  4. In the Transaction Type field, select the type of transaction for which you are assigning a document series identifier.

    You can only choose from the following sales transactions: Invoice, sales order, cash sale, credit memo, item fulfillment, payment, and cash refund.

  5. In the Document Series field, enter an alphanumeric code that is not longer than 35 characters.

    You can use separators (such as “.”, “/”, “-”), but not in the beginning or end of the code, and not consecutively. You cannot use diacritical marks on the alphabetical characters. Click the field-level help to see the accepted format for the document series.

  6. In the Start Date field, enter a date when you intend the document series to be effective.

  7. (Optional) In the End Date field, enter a date after which the document series is no longer effective.

    You can enter an end date anytime you want to end the validity of a document series. You need to report the end date of the document series to the Portugal Tax and Customs Authority (AT). After the end date has been reported, you can no longer use the document series, and this field can no longer be edited. If you have not reported the end of the series, you can remove or edit the date entry in this field, and continue using the document series.

  8. Click Save.

Important:

You cannot delete a Portugal document series record if this document series has been used in at least one transaction.

Related Topics

General Notices