ALF SuiteApp Adds Invoice Configuration Fields to Subsidiary, Customer, and Vendor Records

The Advanced Localization Features (ALF) SuiteApp introduces a batch of new fields on the Subsidiary, Customer, and Vendor records. All fields are grouped under a new Invoice Configuration subtab (with two exceptions noted below). These fields only affect ALF-provided PDF/HTML templates — they have no effect on standard or other custom transaction templates.

What changed

Subsidiary record fields

Navigate to Setup > Company > Classifications > Subsidiary or use the Customize Document Template page at Setup > Accounting > Customize Document Template > Subsidiary-specific Setup subtab.

• Print VAT Summary in Base Currency — Checkbox. Forces VAT summary on foreign-currency invoices, credit memos, sales orders, and purchase orders to print in the subsidiary's base currency.
• Print 'Bill To' on Right (For Envelope Format) — Checkbox. Moves the Bill To address from the default left side to the right on printed documents.
• Mark Documents as Copy or Duplicate — Checkbox (checked by default). Enables duplicate/copy marking on reprints and controls visibility of the Print a PDF Copy button.
• Print Note if There's No Payment Discount — Checkbox (unchecked by default). Adds a note to invoices when no payment discount applies.
• Hide Total Incl. VAT Column — Checkbox (unchecked by default). Hides the gross amount column in the Item Detail section. This value cascades as the default into newly created customer/vendor records assigned to the subsidiary.
• Invoice/Credit Memo Notes, Sales Order Notes, Proforma Invoice Notes, Purchase Order Notes, Transfer Order Notes — Free-text fields printed in the Memo section of respective ALF templates. Text is not translated for the printout.
• Late Payment Note — Free-text for late payment policy. Not translated.
• Other Legal Info — Free-text for legal/tax registration information. Not translated.
• Managing Director — Text field. Multiple names separated by commas.
• Share Capital — Text field (e.g., EUR 25 000).
• SIC Code — Four-digit Standard Industrial Classification code.
• Transaction Bank Details — Links to a Transaction Bank Details record for printed forms. Can be overridden at customer, vendor, or transaction level.
• Default Invoice Language — Dropdown. Sets the preferred language for printed transaction forms for all customers/vendors newly assigned to this subsidiary. Note: preferred language cannot be set on the vendor record directly.
• Lock Invoice — Dropdown controlling invoice locking level for the subsidiary.
• Company Registration Number — Text field (e.g., SIRET, HVB, Chamber of Commerce number). Not located under Invoice Configuration — it sits among the main subsidiary fields.
• Tax Type — Dropdown to set regional tax terminology: VAT, TAX, or GST.
• Tax Reporting Bank Details — Links to a Transaction Bank Details record for tax reporting (e.g., SAF-T). The selected record must include IBAN or bank account number.

Customer and Vendor record fields

Navigate to Lists > Relationships > Customers or Lists > Relationships > Vendors. Fields appear under the Invoice Configuration subtab. Installing ALF does not overwrite existing records. Newly created records inherit values from their assigned primary subsidiary, but values can be overridden per entity.

• Default Method of Payment — Specifies payment method (direct debit, bank transfer, cheque, etc.) for all transactions. Can be overridden at transaction level.
• Company Registration Number — Same as subsidiary-level field. Not under the Invoice Configuration subtab.
• Hide Total Incl. VAT Column — Checkbox, inherited from subsidiary. Per-entity override.
• Transaction Bank Details — Links to a Transaction Bank Details record. Overridable at transaction level.
• Save Printed PDFs — Checkbox. Saves printed transaction PDFs to the File Cabinet, accessible from the Printing History subtab on transactions.
• EORI — Economic Operators Registration and Identification number for UK/EU customs. Customer record only (not available on vendor). Must be added to custom forms manually — it is not on forms by default.

Logo selection

The Subsidiary Logo (Forms) field on the subsidiary record controls the logo used on all transaction PDFs. Logo size is calculated at save time.

What to do

1. Review subsidiary records. If you use ALF templates, visit each subsidiary and configure the new Invoice Configuration subtab fields to match your regional/legal requirements.
2. Audit existing customer/vendor records. ALF installation does not backfill existing records. If you need specific overrides (e.g., EORI numbers for UK/EU trade), update those entities manually.
3. EORI field on custom forms. If you need the EORI field on customer records, you must customize your forms to expose it — it is not displayed by default.
4. SuiteScript / integration impact. If you have scripts or integrations that read or write subsidiary, customer, or vendor records, be aware of the new fields. Oracle does not document the internal field IDs in this release note — inspect the record in the Records Browser or via N/record after ALF installation to get exact field IDs (e.g., custrecord_alf_* or similar SuiteApp-prefixed IDs).
5. PDF/HTML template scope. These fields only feed into ALF-provided templates. If you use standard or other custom Advanced PDF/HTML templates, these fields will have no visible effect on output. You would need to reference the fields explicitly in your custom templates if you want to use them.
6. Transaction Bank Details records. If you use the new bank details fields on subsidiary, customer, or vendor records, ensure the linked Transaction Bank Details records contain valid IBAN or account numbers, especially for SAF-T or other tax reporting.

Note: Oracle does not specify a release version for this change. Verify availability in your account by checking whether the ALF SuiteApp is installed and whether the Invoice Configuration subtab is present on your subsidiary records.