Installation Prerequisites for Mexico Localization

To use Mexico-specific features, you must enable some SuiteCloud features and install relevant SuiteApps.

Important:

Make sure that you enable the SuiteCloud features listed in this section before installing the relevant SuiteApps for Mexico.

Required SuiteCloud Features

In NetSuite, go to Setup > Company > Enable Features. On the SuiteCloud subtab of the Enable Features page, enable the following features:

• SuiteBuilder (Item Options, Custom Records, and Advanced PDF/HTML Templates)

• SuiteScript (Client SuiteScript and Server SuiteScript)

• SuiteFlow (SuiteFlow)

• SuiteTalk (Soap Web Services)

For more information about SuiteCloud features, see SuiteCloud Features.

For information about setting up Mexico-specific preferences, see Setting Up Mexico-specific Preferences.

Required SuiteApps

After you have enabled the required SuiteCloud features, install the following SuiteApps:

Important:

You must first install the SuiteApps listed here before installing the Mexico Localization SuiteApp.

Recommended SuiteApps should also be installed before the Mexico Localization SuiteApp, as described in the next section.

• For accounts with SuiteTax enabled:

  • SuiteTax Engine

  • SuiteTax Data Records

  • Country–Specific Address Forms

• For accounts without SuiteTax enabled:

  • International Tax Reports

  • Country–Specific Address Forms

Recommended SuiteApps

In addition to the required SuiteApps, you can install other SuiteApps to obtain full localization support for Mexico.

Important:

You should install the SuiteApps listed here before installing the Mexico Localization SuiteApp.

• For accounts with SuiteTax enabled:

  • Tax Reporting Framework

  • Electronic Invoicing

  • Electronic Bank Payments

• For accounts without SuiteTax enabled:

  • Electronic Invoicing

  • Tax Audit Files

  • Electronic Bank Payments

  • Withholding Tax

After installing the required SuiteApps, and recommended SuiteApps if needed, you must install the Mexico Localization SuiteApp. For more information, see Installing the Mexico Localization SuiteApp.

Required SuiteApps after the Mexico Localization SuiteApp Installation

After you have installed the Mexico Localization SuiteApp, you must install the following SuiteApps for all types of accounts:

• Localization Assistant

• Mexico Complementary Features

For more information see, Localization Assistant SuiteApp and Mexico Complementary Features.

SuiteApps for Accounts that have SuiteTax Enabled

The following table outlines the required and recommended SuiteApps for Mexico localization for accounts with SuiteTax enabled.

SuiteApp	Description	Required?	Recommended?
Mexico Localization (Mexico Localization SuiteApp Installation)	Provides Mexico-specific features such as custom fields, validations, and other customizations for Mexican businesses to comply with tax and other government requirements in Mexico. This SuiteApp supports electronic bank payments and electronic invoicing for Mexico.	Yes	—
Tax Reporting Framework	Using the Tax Reporting Framework SuiteApp, you can generate the Mexico Electronic Accounting File records in the format prescribed by the Mexican tax authority.	—	Yes
Electronic Invoicing	Provides the framework for generating electronic invoices.	—	Yes
Country-Specific Address Forms	Address forms formatted for certain countries are provided by the Country-Specific Address Forms SuiteApp. When you use a country-specific address form, the system applies the address template to both the user interface and printed forms.	Yes	—
Electronic Bank Payments	The Electronic Bank Payments SuiteApp enables you to process bank payments of your vendor bills, employee expenses, partner and employee commissions, and customer refunds. It also enables you to receive bank payments from customers.	—	Yes
SuiteTax Engine	Provides automatic tax record provisioning, tax registration validation, and standard VAT determination.	Yes	—
SuiteTax Data Records (Installing the SuiteTax Data Records Bundle)	This SuiteApp contains the tax rates table for VAT countries and includes automatic tax rate updates. Requires the SuiteTax Engine SuiteApp.	Yes	—
Localization Assistant SuiteApp	The Localization Assistant SuiteApp enables you to identify and install the SuiteApps that are mandatory to a specific location. It also supports NetSuite Record Localization Context feature.	Yes	—
Mexico Bill of Lading (Complemento Carta Porte) Mexico Bill of Lading Installation	The Mexico Bill of Lading (Complemento Carta Porte) SuiteApp enables your companies in Mexico generate and process e-documents together with a bill of lading document (complemento carta porte) for transporting goods in Mexican territory.	Yes	—
Mexico Complementary Features	The Mexico Complementary Features SuiteApp enables the certification of invoice and cash sales transactions that involve general public (Público en general).

SuiteApps for Accounts that do not have SuiteTax Enabled

The following table outlines the required and recommended SuiteApps for Mexico localization for accounts without SuiteTax enabled.

SuiteApp	Description	Required?	Recommended?
Mexico Localization (Mexico Localization SuiteApp Installation)	Provides Mexico-specific features such as custom fields, validations, and other customizations for Mexican businesses to comply with tax and other government requirements in Mexico. This SuiteApp supports electronic bank payments and electronic invoicing for Mexico.	Yes	—
International Tax Reports	Provides the tax code properties needed for Mexico tax codes. This SuiteApp also creates Mexico tax codes automatically when you add a Mexico nexus.	Yes	—
Electronic Invoicing	Provides the framework for generating electronic invoices.	—	Yes
Tax Audit Files	Using the Tax Audit Files SuiteApp, you can generate the DIOT file and Mexico Electronic Accounting File records in the format prescribed by the Mexican tax authority.	—	Yes
Country-Specific Address Forms	Address forms formatted for certain countries are provided by the Country-Specific Address Forms SuiteApp. When you use a country-specific address form, the system applies the address template to both the user interface and printed forms.	Yes	—
Electronic Bank Payments	The Electronic Bank Payments SuiteApp enables you to process bank payments of your vendor bills, employee expenses, partner and employee commissions, and customer refunds. It also enables you to receive bank payments from customers.	—	Yes
Withholding Tax	Using the Withholding Tax SuiteApp, NetSuite can calculate withholding taxes on transactions and generate withholding tax reports.	–	Yes
Localization Assistant SuiteApp	The Localization Assistant SuiteApp enables you to identify and install the SuiteApps that are mandatory to a specific location. It also supports NetSuite Record Localization Context feature.	Yes	—
Mexico Bill of Lading (Complemento Carta Porte) Mexico Bill of Lading Installation	The Mexico Bill of Lading (Complemento Carta Porte) SuiteApp enables your companies in Mexico generate and process e-documents together with a bill of lading document (complemento carta porte) for transporting goods in Mexican territory.	Yes	—
Mexico Complementary Features	The Mexico Complementary Features SuiteApp enables the certification of invoice and cash sales transactions that involve general public (Público en general).

Related Topics

Mexico Localization Overview

Installing the Mexico Localization SuiteApp

Granting Access to Scripts for Mexico Localization

Configuring Financial Reports for Mexico

General Notices