Mexico Localization SuiteApp Limitations and Best Practices

Before using the Mexico Localization SuiteApp, be aware of the current limitations and best practice recommendations.

Best Practices When Installing the Mexico Localization SuiteApp

When installing the Mexico Localization SuiteApp, be guided by the following recommendations:

• Enable the SuiteCloud features listed in the prerequisites section before installing the required SuiteApps for Mexico.

• Install the required SuiteApps for Mexico before installing the Mexico Localization SuiteApp.

• You should set the Numbering Type to Permanent on the GL Audit Numbering Sequence page. This way, the number assigned to a general ledger impacting transaction cannot be changed.

For more information about the installation prerequisites for Mexico Localization, see Installation Prerequisites for Mexico Localization.

Limitations of the Mexico Localization SuiteApp with the SuiteTax Feature Enabled

The Mexico Localization SuiteApp is compatible with the SuiteTax feature. However, be aware of the current known limitations of SuiteTax:

• The Mexico Localization Validation tool is not yet supported.

To know more information about the current limitations of using the SuiteTax feature, see Known Limitations of SuiteTax.

Other Known Limitations

• Order SuitePromotions, Order-Based Advanced Promotions, and Standard Promotions applying order discounts, are not supported in Electronic Invoicing for Mexico when the SuitePromotions feature is enabled.

• In Standard Promotions where the discount is applied at the item level, viewing the discount in the transaction-level total (Display Line Discounts box cleared) is not supported.

• Turning on the Inline Editing switch is the only way to inactivate or activate SAT Unit Codes and SAT Item Codes from the List View.

• Only the following currencies are supported in the inbound XML template delivered for the Mexico Electronic Invoicing inbound process: US dollars, Canadian dollars, euros, British pounds, and Mexican pesos. If the XML e-document received from the vendor contains a different currency, you must create a customized template.

• Discounts, Item Group, and Kit/Package are not supported in the Electronic Invoicing inbound e-document process for Mexico.

• To use the Mexico Financial Reports, additional configuration is required when you install the Mexico Localization SuiteApp or each time the SuiteApp is updated. To learn more, see Configuring Financial Reports for Mexico.

• If you upgrade from the Mexico Compliance SuiteApp to the Mexico Localization SuiteApp, and you use the Electronic Invoicing or Electronic Bank Payments feature for Mexico, you need to manually run the MC Install CoreSuitApp Components scheduled script to install the associated components (packages, templates, and sending methods). To run the script, go to Customization > Scripting > Script Deployments. Click the Edit link of the MC Install CoreSuitApp Components script (ID: customdeploy_mc_install_ss), and then click the dropdown arrow beside Save and select Save and Execute.

• If you want to install the Electronic Bank Payments templates for Mexico, you need to manually run the MC Install CoreSuitApp Components. To run the script, go to Customization > Scripting > Script Deployments. Filter by Type: Scheduled. Click the Edit link of the MC Install CoreSuitApp Components script (ID: customdeploy_mc_install_ss), and then click the dropdown arrow beside Save and select Save and Execute. Be aware that this workaround will overwrite any changes made in the Mexico Electronic Invoicing components.

• To update an existing SAT Account Group mapping through CSV import you need the mapping Internal ID. Currently, this ID cannot be obtained through the UI. As a workaround, you can use SuiteScript to obtain the mapping Internal ID. For instructions, see the SuiteAnswers article Internal ID Missing When Updating Mexico SAT Account Group Mapping via CSV.

• With Mexico Localization SuiteApp v2.12 or higher, and Electronic Invoicing v9.02 or higher, there are limits on the number of items and lines in Customer Payment transaction certification:

  • On accounts that do not have SuiteTax enabled, with up to 500 lines per transaction and one tax applied to them, up to 50 invoices are supported in single transaction.

  • On accounts that have SuiteTax enabled, with up to 500 lines per transaction and one tax applied to them, up to 50 invoices are supported in a single transaction.

  • On accounts that have SuiteTax enabled, with up to 20 lines per transaction and one tax applied to them, up to 300 invoices are supported in a single transaction.

  Note that these numbers are not absolute and may vary according to server status and account customizations. Limitations by the PAC and the SAT can also influence the certification of Customer Payment transactions.

• The Installments feature is not supported for electronic invoicing operations.

General Notices