Installing the Mexico Localization SuiteApp
The Mexico Localization SuiteApp (Bundle ID: 373485) is a managed bundle and is automatically updated whenever there are enhancements or new features added. You can install the Mexico Localization SuiteApp by performing the following steps:
To install the Mexico Localization SuiteApp:
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Go to Customization > SuiteBundler > Search & Install Bundles.
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In the Keywords field, enter “Mexico Localization”, or 373485, the Bundle ID.
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Click Search. Mexico Localization, Bundle ID 373485, should appear in the search result.
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Click the Mexico Localization link.
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On the Bundle Details page, click Install.
The Administrator, Accountant and CFO standard roles must be set to active so the installation can run correctly.
For more information about installing SuiteApps, see Installing a Bundle.
To uninstall the bundle, see Uninstalling a Bundle
Mexico Localization SuiteApp Components
The Mexico Localization SuiteApp includes template files and sending methods for using electronic bank payments and electronic invoicing in Mexico.
If you are upgrading from the Mexico Compliance to the Mexico Localization SuiteApp, you need to manually run a scheduled script to install the components (packages, templates, and sending methods) associated to Mexico Electronic Bank Payments and Mexico Electronic Invoicing. For information about how to run the script, see Mexico Localization SuiteApp Limitations and Best Practices.
Mexico Electronic Bank Payment Components
The Mexico Electronic Bank Payment templates cannot be installed from the Mexico Localization Components page due to a current limitation on the Electronic Bank Payments SuiteApp. As a workaround, you can manually run a schedule script to install these templates. For information about how to run the script, see Mexico Localization SuiteApp Limitations and Best Practices.
The Mexico Localization SuiteApp includes templates for generating bank payment files in the format specified by the major Mexican banks. To enable these templates, the administrator must first install the Electronic Bank Payments SuiteApp, followed by installation of the Mexico Localization SuiteApp. By doing so, the Mexico Localization SuiteApp adds the localized templates as payment Electronic formats in the Electronic Bank Payments SuiteApp, and automatically installs them. To learn more about Mexico Electronic Bank Payment files, see Electronic Bank Payments for Mexico.
You can manually install or reinstall Mexico bank payment templates by going to Setup > Mexico Localization > Mexico Localization Components, provided that the Bank Payments SuiteApp is updated to the latest version. For more information, see Viewing Mexico Localization Component Installation Status.
Mexico Electronic Invoicing Components
The Mexico Localization SuiteApp includes e-document packages that contain sending methods for certification and XML template files to let you integrate with Mexican PACs. To enable these components, the administrator must first install the Electronic Invoicing SuiteApp, followed by installation of the Mexico Localization SuiteApp. By doing so, the Mexico Localization SuiteApp adds the localized sending methods and templates in the Electronic Invoicing SuiteApp, and automatically installs them.
For an overview of the Mexico Electronic Invoicing components, see Mexico Electronic Invoicing Overview.
You can manually install or reinstall Mexico Electronic Invoicing templates by going to Setup > Mexico Localization > Mexico Localization Components, provided that the Electronic Invoicing SuiteApp is updated to the latest version. For more information, see Viewing Mexico Localization Component Installation Status.
Viewing Mexico Localization Component Installation Status
The Mexico Localization SuiteApp provides a page that lets you view the installation status of Mexico Localization components.
You can view this page by going to Setup > Mexico Localization > Mexico Localization Components. The Mexico Localization Components page displays the following information:
|
Field |
Description |
|---|---|
|
Component Name |
Name of localization component as provided by the Mexico Localization SuiteApp. |
|
Status |
Current stage of the component in the installation process |
|
Last Updated Date |
Timestamp information about the last update performed on the component. |
|
Last Updated By |
Name of user who last updated the component. |
|
Action |
Manually install or reinstall the component. |
The following statuses can appear in the Status column of the Mexico Localization Components page:
|
Status |
Description |
|---|---|
|
Installed |
The component is successfully installed. |
|
Installation Failed |
The component failed to install. Point to the Installation Failed link to display the installation errors or consult the installation log for more information. |
|
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. |