Use the Establishments Details page to add and update establishment details

Use the Establishment Details page to view, add, and update establishment details.

• General subtab: View identifying information, such as the establishment name, organization name, organization number, and additional establishment information. You can also end date an establishment and view and update transaction tax profile information.

• Registrations subtab: View, create, and update establishment registrations.

  Additional Information: Creating Registrations and Updating Registrations

• Contact Information subtab: From this subtab, you can view contact information and create, update, and remove contacts and addresses.

• History subtab: You can view any changes that have been made to the establishment registrations. This subtab is view only and cannot be updated. In addition, you can personalize the table display as needed (for example, hide the Change By or Effective Dates columns) using personalization. Access to the View History page can be restricted by roles via permission sets.

• Associated Business Entities subtab: This subtab provides functionality to maintain associations between the following types of business entities and the establishment that is being updated:

  • Operating unit

  • Ship-to location

  • Bill-to location

  • Inventory organization

  • Inventory location

  These associations are built on the base of the Legal Associations feature and are maintained mainly for purposes of tax calculation.

• Balancing Segments subtab: This subtab is available in the context of particular countries, such as France and Brazil. It provides functionality to associate one or multiple balancing segment values (BSVs) to an establishment to meet the legal reporting requirements of these countries (such as DAS2 in France). To assign BSVs to the establishment, make sure that a primary ledger has been assigned to the legal entity. Use the GL Accounting Setup Manager to associate a primary ledger to the legal entity. You can view, add, or end date the BSV association using this subtab. These assignments are built on the base of the Legal Associations feature. The same BSV can be mapped to only one establishment.