Portugal Localization Overview

The Portugal Localization SuiteApp provides you with the following Portugal-specific features:

Note:

The features of the Portugal Localization SuiteApp work only with NetSuite OneWorld accounts without SuiteTax. That means that the SuiteTax feature is disabled in your NetSuite account.

Certification of Portugal Documents

The Portugal government has certain requirements for computer-generated invoices and other fiscally relevant documents as a measure to prevent fraud and tax evasion. To meet these requirements, the Portugal Localization SuiteApp enables you to set up and assign a document series identifier to sales-related transactions with a Portugal customer or subsidiary. For more information, see Portugal Document Series.

The SuiteApp also certifies transactions by generating unique certification data. For more information, see Certification Data on the Portugal Transaction Subtab.

Based on the Portugal Localization SuiteApp version that is installed in your account, one of the following certification processes applies:

• For versions other than 2.3.0: After saving a newly created record of any of the supported transactions, NetSuite automatically generates values for the fields on the Portugal Transaction subtab.

• For version 2.3.0: In this case, NetSuite does not automatically generate certification data after you save your transaction. Instead, you need to click the Finalize button on the transaction record. For more information, see Portugal Transaction Finalization.

These required certification elements on documents are also included in generating the Standard Audit File for Tax Purposes (PT SAF-T). For more information, see Portugal QR Code and ATCUD Unique Document Code.

The SuiteApp also comes with PDF templates that use the NetSuite Advanced PDF/HTML Templates feature. You can copy the layout of the provided PDF templates to your own document templates so that the certification information is printed in the correct formats. For more information, see Formatting Portugal PDF Documents.

Generation of Portugal SAF-T Reports

The Portugal Localization SuiteApp enables you to generate the Portugal Standard Audit File for Tax (PT SAF-T) for Accounting, Billing, and Shipping in the XML file format. You can then submit these files directly to the Portugal Tax and Customs Authority.

The PT SAF-T files provided by this SuiteApp meet the requirements stipulated in the Ordinance 302/2016. You can generate these Portugal tax audit files on the Country Tax Reports page provided by the Tax Reporting Framework SuiteApp.

Portugal Localization SuiteApp Supported NetSuite Features

The following NetSuite features are supported by the Portugal Localization SuiteApp:

• Period End Journal Entries

• Multiple Calendars

• Full Multi-Book Accounting

Portugal Localization SuiteApp Supported Transactions

The Portugal Localization SuiteApp generates the required certification information in sales-related transaction types. The SuiteApp installs the Portugal Transaction subtab to transaction records created after the installation of the Portugal Localization SuiteApp. The subtab is available in the following transaction types with a Portugal customer or subsidiary:

• Cash Refund

• Cash Sale

• Credit Memo

• Customer Payment

• Invoice

• Item Fulfillment

• Sales Order

  Note:

  It is required for sales orders to have a Portugal shipping address and the item type must either be Inventory, Non-inventory, Kit, or Assembly.

Related Topics

• Prerequisites for Installing the Portugal Localization SuiteApp
• Assigning a Role for Generating a PT SAF-T File
• Installing the Portugal Localization SuiteApp
• Setting Up for a Compliant PT SAF-T
• Including Period End Journals in PT SAF-T Files
• Portugal SAF-T for Accounting
• Portugal SAF-T for Billing
• Portugal SAF-T for Shipping

General Notices