Transaction Type Defaults (cisli1170m100)
Use this session to configure the default transaction type and series for a specific financial company based on the country where the tax is paid, department and invoice-to business partner.
Field Information
- Financial Company
-
The financial company for which the default transaction type is configured.
- Tax Country
-
The tax country for which the default transaction type is configured.
- Registration Code
-
The own identification number determined based on the current tax registration setup.
- Department
-
The department for which the default invoicing and XML layouts are configured.
- Invoice-to Business Partner
-
The invoice-to business partner for which the default invoicing and XML layouts are configured.
- Invoice-to Business Partner Set
-
The invoice-to business partner set for which the default transaction type and series are configured.
- Tax Country
-
The tax country for which the default transaction type is configured.
- Registration Code
-
The own identification number determined based on the current tax registration setup.
- Identification Number
- The identification number associated with the registration code.
- Department Company
- The code of the company in which the original document is created.
- Department
-
The department for which the default invoicing and XML layouts are configured.
- Description
- The description or name of the code.
- Invoice-to Business Partner
-
The invoice-to business partner for which the default invoicing and XML layouts are configured.
- Title
- The job title of the user.
- Invoice-to Business Partner Set
-
The invoice-to business partner for which the default invoicing and XML layouts are configured.
- Source Type
-
The type of document for which the transaction type and series are applicable.
Allowed values
- Interest
- Manual Sales
- Contract
- Project
- Sales Order
- Intercompany Trade Order
- Warehouse Order (Obsolete)
- Purchase Order (Obsolete)
- PCS Order (Obsolete)
- Service Order
- Maintenance Sales Order
- Maintenance Work Order (Obsolete)
- Service Call
- Customer Claim
- Supplier Claim
- Service Contract
- Freight Order
- Debit/Credit Note
- Rebate
- Shipment
- Received Sales Invoice
- All Source Types
- Not Applicable
- Invoice Numbering Scenario
-
Specify a specific invoicing scenario that must be linked to the source type.
Allowed values
- InterCompany Settlements
- Self-Billing
- Pro Forma Invoice
- Customs Invoice
- Consignment Invoice
- Write Off Self-Billed Invoice
- Not Applicable
- Zero Surplus Invoice
- Replacement Credit Note
- Debit Invoice Line
- Advance Payment Request
- All Scenarios
- Tax Only Invoice - Claimed
- Tax Only Invoice - Not Claimed
- Collect Order
- Installments
- Transaction Type
-
The transaction type defined as the default for the financial company.
- Series Number
-
The series linked to the specific transaction type.
- Credit Note Transaction Type
-
The transaction type used to generate document numbers for the credit note invoices.
Note:- The Transaction Category must be Sales Invoices or Sales Credit Notes.
- This field is enabled only if the Source Type field is set to a value other than All Source Types and the Invoice Numbering Scenario field is set to a value other than Debit Invoice Line.
- Credit Note Series Number
-
The series used to generate document numbers for the credit note invoices.
Note:- The Transaction Category must be Sales Invoices or Sales Credit Notes.
- This field is enabled only if the Source Type field is set to a value other than All Source Types and the Invoice Numbering Scenario field is set to a value other than Debit Invoice Line.