Activating extended registration management

To activate the extended registration management:

  1. Access the Concept Activation (tcemm4600m100) session.
  2. Click Extended Registration Management. The Concept Activation (tcemm4600m000) session is displayed.
  3. Click Validate Precondition. Infor LN validates if all conditions are met for starting the activation process of the Extended Registration Management.
  4. Click In Preparation to set the extended registration management functionality to In Preparation status.
  5. Click Define Global Registration Parameters to define the shared registration parameters using the Global Registration Parameters (tctax2100m000) session.
  6. Click Define Tax Currency Master Data to define the tax currency data for various companies using these sessions:
    • Exchange Rate Types (tcmcs0140m000): Define rate type(s) for tax currency reporting
    • Tax Parameters (tctax0100m000): Define company-level tax currency data
    • Tax Parameters by Country (tctax0101m000): Define tax currency data at company and country level
  7. Click Define Registration Master Data to define the tax registration date using these sessions:
    • Registration Categories (tctax2101m000)
    • Registration Types (tctax2510m000) or Registration Type (tctax2610m000) (depending on the setting done in the Global Registration Parameters (tctax2100m000) session)
    • Jurisdictions by Country (tctax2115m000)
    • Tax Number Definitions (tctax4105m000), References menu option: Tax Number Definitions by Registration Type
    • Registrations (tctax2520m000)
    • Registrations by Financial Company (tctax2122m000)
    • Expected Registrations (tctax2123m000)
  8. Click Update Tax Codes by Country to automatically fill, and manually maintain the registration types for the tax codes by country in the Tax Codes by Country (tcmcs0536m000) session.
  9. Click Generate Business Partner Registrations to generate tax registration data for business partners from existing tax numbers and fiscal IDs, using the Generate Business Partner Registrations from Tax Numbers (tctax4202m000) session.
  10. Click Maintain Business Partner Registrations to maintain the tax registration data for all business partners partners using the Registrations by Business Partner (tctax4102m000) session.
  11. Click Maintain Transaction Type Series to define registration related series in both Financials and Sales Invoicing, using sessions Transaction Type Series (tfgld0114m000), and Transaction Type Defaults (cisli1170m100), respectively.
  12. Click Verify Extended Tax Configuration Status. Infor LN verifies if the status of the Extended Tax Configuration is set to Active for all companies.
  13. Click Validate Activation. Infor LN validates all the required activation data.
  14. Click Activate. Extended registration management is set to Active for all companies. This step can only be performed by a super user.