Chile Localization SuiteApp Installation
The following topics describe the prerequisites for using the Chile Localization SuiteApp and the installation steps:
Chile Localization Overview
The Languages used in Chile Localization are Latin American Spanish and English (U.S.).
The Chile Localization SuiteApp provides features necessary for companies operating in Chile. These features enhance transaction records in NetSuite:
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Custom records, fields, forms, and validations
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Chile Localization Field Mapping
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Chile Localization Components
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Electronic Invoicing Numbering Management
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Acknowledgment of receipt
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Individual Electronic Invoicing setup page
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Massive Electronic Invoicing setup page
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Electronic Bank Payment file layouts for Chile – Santander, Citibank, Banco de Crédito e Inversiones
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Integration of the Exchange rate USD- CLP (pesos chilenos) and UF (Unidad de Fomento)- CLP
The Chile Localization SuiteApp is intended to be used with other SuiteApps to provide full localization support for Chile:
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Chile Localization + Electronic Invoicing + Latam E-Document Certification
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XML e-document generation and validation
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Sending XML to Technological Service Provider for certification
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Retrieving response from the Technological Service Provider with the certified data
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Storing the certified XML and PDFs in NetSuite
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Chile Localization + Electronic Bank Payments
Generating bank payment files with the official Chile bank layouts (Santander, Citibank, Banco de Crédito e Inversiones)
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Chile Localization + SuiteTax Latam Engine
Premises
If you are an entity that requires the use of multibook accounting in NetSuite, you should use Chilean pesos (CLP) for the primary book. This way, you ensure the creation of the Chile Localization report.
Installation Prerequisites for Chile Localization
To use Chile-specific features, you must enable some SuiteCloud/General features and install relevant SuiteApps.
The Chile Localization SuiteApp only works with accounts with SuiteTax and subsidiaries enabled.
Make sure that you enable the features listed in this section before installing the relevant SuiteApps for Chile.
Required Features
In NetSuite, go to Setup > Company > Enable Features.
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On the SuiteCloud subtab, enable the following features:
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SuiteBuilder (Item Options, Custom Records, and Advanced PDF/HTML Templates)
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SuiteScript (Client SuiteScript and Server SuiteScript)
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SuiteFlow (SuiteFlow)
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SuiteTalk (SOAP Web Services)
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SuiteGL (Custom GL Lines, Custom Transactions, Custom Segments)
For more information about SuiteCloud features, see SuiteCloud Features.
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On the Company subtab, enable the following features:
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Locations
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Departments
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Classes
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Multiple Currencies
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Multiple Units of Measure
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On the Accounting subtab, enable the following features:
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Accounting
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Accounting Periods
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On the Transactions subtab, enable the following features:
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Gross Profit
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Advanced Shipping
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Sales Orders
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Bill Costs to Customers
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Advanced Receiving
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Multiple Prices
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Credit Card Payments
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Purchase Orders
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On the Items & Inventory subtab, enable the following features:
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Inventory
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Multi-Location Inventory
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On the Employees subtab, enable the following features:
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Expense Reports
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Time Tracking
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Approval Routing
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On the CRM subtab, enable the following features:
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Opportunities
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Sales Force Automation
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Customer Relationship Management
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For more information about enabling features, see Enabling Features.
Required SuiteApps
After you have enabled the required SuiteCloud features, install the following SuiteApps:
You should first install the SuiteApps listed here before installing the Chile Localization SuiteApp.
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SuiteTax Latam Engine
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Country–Specific Address Forms (Bundle)
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Electronic Invoicing (Bundle)
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Electronic Bank Payments (Bundle)
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NetSuite SuiteApps License Client (Bundle)
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SuiteTax Data Records
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Localization Assistant
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SuiteTax Reports
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SuiteTax Engine (Bundle)
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Latam E-Document Certification
Installing the Chile Localization SuiteApp
The SuiteApp NetSuite Chile Localization is a managed SuiteApp, and it is automatically updated whenever there are enhancements or new features added. You can install the SuiteApp by performing the following steps:
To install the Chile Localization SuiteApp
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Go to Customization > SuiteCloud Development > SuiteApp Marketplace
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In the Search SuiteApps field, enter NetSuite Chile Localization.
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Click Search or press Enter. Chile Localization should appear in the search results.
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Click the NetSuite Chile Localization link.
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On the Bundle Details page, click Install.
For more information about installing SuiteApps, see SuiteApp Installation.
To uninstall the bundle, see Uninstalling SuiteApps Obtained from the SuiteApp Marketplace.
Setting Up Prerequisites
When installing the Chile Localization SuiteApp, records and components will be installed in the desired account with a role with enough permissions to perform these actions. Such as:
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E-document predetermined templates
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E-document predetermined packages
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E-document predetermined sending methods
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Bank file templates (Santander, Citibank, and Banco de Crédito e Inversiones).
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List of states in Chile (Setup > Company > States/provinces/counties)
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Register of municipalities (cities) in Chile
Additionally, a new link is created in Setup > Chile Localization > Localization Components. On this page, the components regarding bank template records and electronic invoicing templates will be displayed. These will be in charge of restoring the original entries of the records to their initial status in case of suffering any changes.
If you want to create personalized mappings, generate copies for the predetermined mappings delivered since any changes could be lost when installing the component.
Chile Electronic Bank Payment Components
The Chile Localization SuiteApp includes templates for generating bank payment files in the format specified by the main Chilean banks: Santander, Citibank, and Banco de Crédito e Inversiones. To enable these templates, the administrator must first install the Electronic Bank Payments SuiteApp, followed by the installation of the Chile Localization SuiteApp. By doing so, the Chile Localization SuiteApp adds the localized templates as payment electronic formats in the Electronic Bank Payments SuiteApp, and automatically installs them.
You can manually install or reinstall Chile bank payment templates by going to Setup > Chile Localization > Chile Localization Components, provided that Bank Payments SuiteApp is updated to the latest version.
Chile Electronic Invoicing Components
The Chile Localization SuiteApp includes e-document packages that contain sending methods for certification and XML template files to let you integrate with Chilean Technological Service Providers. To enable these components, the administrator must first install the Electronic Invoicing SuiteApp, followed by installation of the Chile Localization SuiteApp. By doing so, the Chile Localization SuiteApp adds the localized sending methods and templates in the Electronic Invoicing SuiteApp, and automatically installs them.
You can manually install or reinstall Chile Electronic Invoicing templates by going to Setup > Chile Localization > Localization Components, provided that the Electronic Invoicing SuiteApp is updated to the latest version.
Configuring LATAM E-Document Certification for Chile
To create the Tax Authority Certification Record, see LATAM E-Document Certification.
After creating the record, follow this procedure to set up the necessary plug-ins for using the Latam E-Document Certification SuiteApp and establishing a connection with the Technological Service Provider.
To configure the LATAM E-Document Certification for Chile:
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Go to the Tax Authority Certification record.
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Select the CL ECS Plugin Tax Auth plug-in in the Tax Authority Plug-in Implementation field and the CL monitoring PL GS plug-in in the Certification Monitoring plug-in field.
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On the Operations subtab, create a new Send E-Document operation type for every E-Document template of Chile Localization (electronic invoices, credit and debit memos, dispatch guide, export document, invoice settlement, electronic bill).
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Create a new Check Status operation type and a new Update operation type.
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On the Web Services subtab, create a new record for each type if operation previously create.
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On the Certification Settings subtab, create a new E-Document Certification Settings record. In the E-Document Category field, select Electronic Invoice for Goods.
Important:Enter the API secret ID in the API Secret Key field.
For more information about this field, see LATAM E-Document Certification.
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On the E-Document Certification Settings record, under the Custom Fields tab, create the following fields:
Custom Field Key
Custom Field Value
credentials
You must build the key as the union between the user and password value separated by a colon (:). That is user: password; the resulting value should be translated to base64. You can use a web page (base64encode) or ask your organization’s technical staff for advice.
Note:Before saving, make sure you check the Encrypt Custom Field Value box.
defaultCertificate
true: Indicates that the company doesn't have its own certificate, so it's going to use the default certificate for Gosocket only.
false: Indicates that the company has its own certificate.
token
11111111-1111-1111-1111-111111111111
taxid
subsidiary Tax ID
Viewing Chile Localization Component Installation
The Chile Localization SuiteApp provides a page that lets you view the installation status of Chile Localization components.
You can view this page by going to Setup > Chile Localization > Localization Components.
The Chile Localization Components page displays the following information:
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Field |
Description |
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Component Name |
Name of localization component as provided by the Chile Localization SuiteApp. |
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Component Status |
Current stage of the component in the installation process. |
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Last Update |
Timestamp information about the last update performed on the component. |
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Last Updated By |
Name of user who last updated the component. |
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Action |
Manually install or reinstall the component. |
The following statuses can appear in the Status column of the Chile Localization Components page:
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Status |
Description |
|---|---|
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Installed |
The component was successfully installed. |
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Reinstalled |
The component was successfully reinstalled. |
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Installation Failed |
The component failed to install. Click the Installation Failed link to display the installation errors or consult the installation log for more information. |
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SuiteApp Unavailable |
The target SuiteApp where the component needs to be added is not yet installed or has not been updated to the latest version. |
Localization Tax Setup
The Chile Localization provides a page (Setup > Chile Localization > Chile Field Mapping) where you can perform the tax configuration, this configuration is required for the correct issuance of electronic receipts. Tax codes to be used in the transactions must be configured, and indicate whether they correspond to a VAT or exempt tax.
Granting Access to Scripts for Chile Localization
If you have the Administrator role, you can grant access to script deployments for Chile Localization.
To grant access to script deployments for Chile Localization
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Go to Customization > Scripting > Script Deployments.
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Click the Edit link next to the following scripts:
Purpose
Script Deployment Title
Deployment ID
Execute As Role
To use the Chile Field Mapping feature
CL | Field Mapping
customdeploy_
cl_field_mapping_fs Administrator
To use the Chile Localization Components page
CL SS | Chile Location Components
customdeploy_
cl_components_page Administrator
To use the Chile massive validation tool
CL SS | Massive Acknowledgement
customdeploy_
cl_ss_mass_acknowledgement Administrator
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On the Audience subtab of the script deployment, select the roles you want to give access to.
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Refer to the preceding table to set the appropriate value for the Execute As Role field.
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Click Save.