1. CHARGES
1.1. Do you handle credit limits?
1.1.1. LatamReady: This definition doesn't affect the localization of Argentina, Chile, Colombia, Mexico, Uruguay, Panamá, Costa Rica, Guatemala.
1.2. Do you block sales to slow payer customers?
1.2.1. If yes, what is the indicator of days past due?
1.2.2. LatamReady: This definition doesn't affect the localization of Argentina, Chile, Colombia, Mexico, Uruguay, Panamá, Costa Rica, Guatemala.
1.3. What currencies do you collect?
1.3.1. LatamReady: This definition doesn't affect the localization of Argentina, Chile, Colombia, Mexico, Uruguay, Panamá, Costa Rica, Guatemala.
1.4. The invoice and the collection can be different currencies? What are the cases?
1.4.1. LatamReady: This definition doesn't affect the localization of Argentina, Chile, Colombia, Mexico, Uruguay, Panamá, Costa Rica, Guatemala.
1.5. What forms of payment are used?
1.5.1. LatamReady: This definition doesn't affect the localization of Argentina, Chile, Colombia, Mexico, Uruguay, Panamá, Costa Rica, Guatemala.
1.6. Do you issue Account statements?
1.6.1. LatamReady: This definition doesn't affect the localization of Argentina, Chile, Colombia, Mexico, Uruguay, Panamá, Costa Rica, Guatemala.
1.7. Do you handle customer-supplier compensation?
1.7.1. LatamReady: This definition doesn't affect the localization of Argentina, Chile, Colombia, Mexico, Uruguay, Panamá, Costa Rica, Guatemala.
2. SALES ORDERS
2.1. Do customers send purchase orders?
2.1.1. LatamReady: This definition doesn't affect the localization of Argentina, Chile, Colombia, Mexico, Uruguay, Panamá, Costa Rica, Guatemala.
2.2. Do you have order approval?
2.2.1. LatamReady: This definition doesn't affect the localization of Argentina, Chile, Colombia, Mexico, Uruguay, Panamá, Costa Rica, Guatemala.
2.3. If yes, do you have approval levels?
2.3.1. LatamReady: This definition doesn't affect the localization of Argentina, Chile, Colombia, Mexico, Uruguay, Panamá, Costa Rica, Guatemala.
3. BILLING
3.1. How many sales invoices are issued per month?
3.1.1. Chile: 150 invoices per month, method: Electronic (mandatory) Colombia : 70 invoices per month, method: now printed, required Electronic (optional). Argentina : 200 invoices per month, method: Electronic (mandatory). Mexico : 300 invoices per month, method: Electronic (mandatory). Uruguay : 200 invoices per month, method: Electronic (mandatory). Costa Rica 30 invoices per month, method: today printed, GAP: 2018 electronic Guatemala : 0 invoices, method: Electronic (GAP) Panamá : 0 invoices, method: today printed
3.2. Is there an approval process?
3.2.1. LatamReady: This definition doesn't affect the localization of Argentina, Chile, Colombia, Mexico, Uruguay, Panamá, Costa Rica, Guatemala.
3.3. Do you issue debit notes? How many per month?
3.3.1. Argentina: 10 or 20, is not really material. method: Electronic
3.3.2. Chile : it's not common practise. method: electronic
3.3.3. Colombia : it's not common practise. method: electronic
3.4. Do you have scheduled billing?
3.4.1. LatamReady: This definition doesn't affect the localization of Argentina, Chile, Colombia, Mexico, Uruguay, Panamá, Costa Rica, Guatemala.
3.5. Do they you deferred income recognition?
3.5.1. LatamReady: This definition doesn't affect the localization of Argentina, Chile, Colombia, Mexico, Uruguay, Panamá, Costa Rica, Guatemala.
3.6. Do they have intercompany invoices?
3.6.1. LatamReady: This definition doesn't affect the localization of Argentina, Chile, Colombia, Mexico, Uruguay, Panamá, Costa Rica, Guatemala.
3.7. In which currencies do you charge and what percentage of Volume is for each monthly currency?
3.7.1. LatamReady: This definition doesn't affect the localization of Argentina, Chile, Colombia, Mexico, Uruguay, Panamá, Costa Rica, Guatemala.
3.8. Do the sales suffer withholding of any kind? Which? How?
3.8.1. LatamReady: This definition doesn't affect the localization of Argentina, Chile, Colombia, Mexico, Uruguay, Panamá, Costa Rica, Guatemala.
4. CLIENTS / CONTACTS
4.1. In what currency do they charge you?
4.1.1. Multicurrency. Reviewed in the FMT/Entravision BRD. LatamReady: This definition doesn't affect the localization of Argentina, Chile, Colombia, Mexico, Uruguay, Panamá, Costa Rica, Guatemala.
4.2. Do you have assigned vendors?
4.2.1. LatamReady: This definition doesn't affect the localization of Argentina, Chile, Colombia, Mexico, Uruguay, Panamá, Costa Rica, Guatemala.
4.2.2. Are they shared among several vendors?
4.2.2.1. LatamReady: This definition doesn't affect the localization of Argentina, Chile, Colombia, Mexico, Uruguay, Panamá, Costa Rica, Guatemala.
4.3. Do you handle prices per customer?
4.3.1. LatamReady: This definition doesn't affect the localization of Argentina, Chile, Colombia, Mexico, Uruguay, Panamá, Costa Rica, Guatemala.
4.4. Do you have customer-suppliers?
4.4.1. LatamReady: This definition doesn't affect the localization of Argentina, Chile, Colombia, Mexico, Uruguay, Panamá, Costa Rica, Guatemala.
4.5. Would you handle contact roles or positions?
4.5.1. LatamReady: This definition doesn't affect the localization of Argentina, Chile, Colombia, Mexico, Uruguay, Panamá, Costa Rica, Guatemala.
4.6. Credit Limits?
4.6.1. LatamReady: This definition doesn't affect the localization of Argentina, Chile, Colombia, Mexico, Uruguay, Panamá, Costa Rica, Guatemala.
4.7. Payment terms
4.7.1. LatamReady: This definition doesn't affect the localization of Argentina, Chile, Colombia, Mexico, Uruguay, Panamá, Costa Rica, Guatemala.
4.8. Are you handling factoring with some clients?
4.8.1. LatamReady: This definition doesn't affect the localization of Argentina, Chile, Colombia, Mexico, Uruguay, Panamá, Costa Rica, Guatemala.
5. CREDIT NOTES
5.1. How many are issued per month? What are the reasons for issuance?
5.2. Is there an approval process?
5.2.1. LatamReady: This definition doesn't affect the localization of Argentina, Chile, Colombia, Mexico, Uruguay, Panamá, Costa Rica, Guatemala.
5.3. Chile: , method: Electronic (mandatory) Colombia : method: now printed, required Electronic (optional). Argentina : method: Electronic (mandatory). Mexico : method: Electronic (mandatory). Uruguay : method: Electronic (mandatory). Costa Rica: method: today printed, GAP: 2018 electronic Guatemala : method: Electronic (GAP) Panamá : method: today printed.
6. LICENSE / ROLES
6.1. What user profiles are they going to have and what general permissions do they want?
6.1.1. LatamReady requires to allow non-gl changes in the periods and in the custom roles.
7. CURRENT REPORTS
7.1. Billing Reports
7.1.1. LatamReady: This definition doesn't affect the localization of Argentina, Chile, Colombia, Mexico, Uruguay, Panamá, Costa Rica, Guatemala.
7.2. Customer Reports
7.2.1. LatamReady: This definition doesn't affect the localization of Argentina, Chile, Colombia, Mexico, Uruguay, Panamá, Costa Rica, Guatemala.
7.3. Collection Reports
7.3.1. LatamReady: This definition doesn't affect the localization of Argentina, Chile, Colombia, Mexico, Uruguay, Panamá, Costa Rica, Guatemala.
7.4. Corporate Reports of this flow
7.4.1. LatamReady: This definition doesn't affect the localization of Argentina, Chile, Colombia, Mexico, Uruguay, Panamá, Costa Rica, Guatemala.