Deployment Guide - Mexico - Financials First - STD - EN

SuiteSuccess
Mexico Financials First Standard

Deployment Guide
Last Mile Solutions Team

CONFIDENTIAL INFORMATION
This document contains confidential information which is proprietary to Oracle|NetSuite. No part of its contents
may be used, copied, disclosed, or conveyed to any party in any manner whatsoever without prior written
permission from Oracle|NetSuite.
Document Version
1.244.0
Initial Document Issue
October 2020
Copyright
© By Oracle, 2024
2 SUITESUCCESS Mexico Financials First Standard | Deployment Guide | Version 1.244.0

Copyright © 2024, Oracle and/or its affiliates | Confidential: Restricted
Contents
1. Deployment Overview 5
2. Support 6
3. Installation Prerequisites 7
Enable Features Terms of Service (TOS) 7
SuiteTax Instructions 8
SuiteApps Request Process 8
4. Edition Prerequisites 10
Company Account Language Setup 10
User Language and Preference Setup 10
5. Edition SuiteApps Installation 11
SuiteApps List 12
Update General Preferences 12
6. Edition Setup 19
Overview 19
Bundle Deployment Wizard Process 19
Bundle Deployment Wizard Prerequisites 20
Running the Bundle Deployment Wizard 20
7. Additional SuiteApps 21
Add On SuiteApps 21
8. Additional Edition Setup 22
Rename Roles from SuiteSuccess Bundles 22
Dashboard Updates 22
Dashboard Layout Update (Optional) 30
Tax Reporting Framework 31
SuiteTax Engine 32
Configuring Mexico Financial Reports 32
Mexico Localization Components 33
Mexico Bill of Lading SuiteApp 34

Forms 34
Workflows 39
Financial Workbooks Workflows 39
Bundle Folder Cleanup (File Cabinet Update) 39
Remove Publish Dashboard Permission 40
9. Uninstall the Bundle Deployment Wizard 42
10. Requires Customer Input 43
Saved Search Updates 43
SuiteTax Setup 43
Shipping Preferences Setup 44
Mexico-specific Company and Currency Setup 44
Feature Update 44
11. Appendix 45
Next Steps 87

1. Deployment Overview
This document is a guide for the deployment of the Mexico Financials First Standard Edition also known as
MX FF STD Edition.
The table below lists the deployment sequence and the expected time for completion for each phase.
This time estimates the total duration of the activities, not active time spent.
STEP DESCRIPTION COMPLETION

TIME
1-3. Request all Bundles and Instructions for requesting shared Bundles and 0.5h
SuiteApps SuiteApps
4. Complete Setup Pre-Requisites Overview of the process and key pre- 1h

requisites. Don't skip this!
5. Install all Bundles and SuiteApps Sequence of Bundle and SuiteApp installation 3-8h
6. Run Bundle Deployment Wizard Bundle Deployment Wizard process 1h

description and instructions. In case the BDW
does not run, use the Appendix(Section 11) to
finalize setup
7-10. Complete Additional and Instructions for Additional and Customer 2-4h
Customer Setup Specific Setup
Key Steps for a Successful Implementation
It is critical to follow the installation sequence exactly as laid out in this guide. Deviations will
result in an incomplete installation
Do not uninstall any SuiteApp (unless specifically instructed)
Complete all tasks from the Administrator role unless otherwise noted
Finish the edition’s SuiteApps installation prior to creating subsidiaries
Read the Getting Started Session Presentation before beginning the edition’s installation process
Install Add Ons after completing the edition’s installation process

2. Support
To report issues related to SuiteSuccess during the implementation contact the SuiteSuccess team by following
the steps below.
Oracle|NetSuite Employees and Implementation Partners
Report SuiteSuccess related issues in NSCorp via a UTS Ticket by navigating to: Support > Custom >
Unified Ticketing System > New > SuiteSuccess
Implementation partners access NSCorp via the APC role in NSCorp
NetSuite Support Community
Join the NetSuite Support Community! Ask questions, collaborate and trade tips with NetSuite
customers, partners, employees and other NetSuite professionals. Visit SuiteAnswers ID: 103704 for
more information.

3. Installation Prerequisites
Enable Features Terms of Service (TOS)

Instruct the customer to accept the edition's Terms of Service by following the steps below.
Requires Customer Input
Customers must click the "Accept" buttons themselves within their own user account. An Oracle|
NetSuite employee cannot accept the Terms of Service on behalf of the customer.
Some of the features listed below may already be enabled in the account
In the Administrator role, navigate to Setup > Company > Enable Features
FEATURE SETUP TAB NOTES
Currency Exchange Rate Integration Company Applicable only if multiple currencies will
be used
SuiteTax Tax Please note that this feature cannot be

disabled once it is enabled. Please read
SuiteTax Considerations when enabling the
feature
Bill Costs to Customers Transactions Must enable this feature to enable SuiteTax
Marketing Automation CRM Applicable only if this feature is used
Mail Merge CRM Applicable only if this feature is used
Website Web Presence Must enable this feature to enable SuiteTax
Item Options SuiteCloud
Custom Records SuiteCloud

Advanced PDF/HTML Templates SuiteCloud Required by Electronic Bank Payments
Remove Personal Information SuiteCloud
Client SuiteScript SuiteCloud
Server SuiteScript SuiteCloud
SuiteFlow SuiteCloud
Custom GL Lines SuiteCloud
Custom Transactions SuiteCloud Required for Mexico Deferred Taxes

SuiteApp
Custom Segments SuiteCloud
SOAP Web Services SuiteCloud
SuiteCloud Development Framework SuiteCloud
SuiteTax Instructions
A pop-up message may appear when enabling the SuiteTax feature. Follow the instructions below to enable the
feature:
1. Navigate to Commerce > Websites > Website List.

2. Edit the existing Website.
3. Click Appearance tab > Languages subtab.
4. Check the checkbox next to the default language of the account (cannot inactivate with no language
selected)
5. Check the "Inactivate" checkbox in the upper section of the Website record
6. Click Save
SuiteTax is a hidden feature by default on all newly provisioned accounts. Please refer to the SuiteTax
documentation on how to get it provisioned to a new account. To raise a Case related to SuiteTax follow this link.
SuiteApps Request Process

Determine if all SuiteApps are available for installation before proceeding with the Edition’s installation process
and customer sessions. All SuiteApps on the NetSuite Customer Sales Order should already be shared with the
account.
Determine if SuiteApps are shared or public by referring to the SuiteApps List table. Public Bundles are
available for installation immediately unless otherwise stated. Shared SuiteApps must be requested in advance
by following the steps below.

PSG Shared SuiteApps Request Process
Determine if the SuiteApp is “PSG Public”, “PSG Shared - Non-Paid”, or “PSG Shared – Paid” by referring to the
SuiteApps List table.
1. PSG Public bundles are available for download immediately

2. PSG Shared – Non-Paid Shared SuiteApps require provisioning; follow the instruction below:
Oracle|NetSuite Employees: Submit a PSG ticket to request Shared SuiteApps from NSCorp.
Navigate to: Customers > Other Lists > Bundle Provisioning (SuiteApp Provisioning)
NetSuite Partners: Submit a NetSuite Support Case requesting access to the bundle. For instructions
on support cases, see SuiteAnswers ID 10048
3. PSG Shared - PAID Shared bundles require provisioning, contact Team Bill and Provision (nsgbu-
teambillandprovision_ww@oracle.com)
SuiteSuccess SuiteApps Request Process

Oracle|NetSuite Employees: Follow this link for the SuiteSuccess Bundle Request Process for NetSuite
Professional Services
NetSuite Partners: Submit a UTS ticket via your APC role in NSCorp (Support > Custom > UTS - Unified
Ticketing System > New)

4. Edition Prerequisites
Company Account Language Setup

The below steps MUST be completed before installing SuiteApps and running the Bundle Deployment
Wizard. Failing to follow these steps may result in failed installation and/or an incomplete solution.
In the Administrator role, navigate to Setup > Company > Enable Features
1. Enable the following feature:
Multi-Language Company
2. Click “Save”
User Language and Preference Setup

The deployment process requires the user language to be set to English (U.S.), regardless of the location
In the Administrator role, navigate to Setup > Company > General Preferences > Languages
1. Identify and note the default language for your company.

2. If the default language is not English (U.S.), add the English (U.S.) language to the list.
3. Click “Save”
In the Administrator role, navigate to Home > Set Preferences
1. Click the "Language" drop down list located under the "Localization" section
2. Select English (U.S.) from the list
3. Enable the following option located under the "Defaults" section
SHOW INTERNAL IDS
4. Enable the following options located under the "SuiteCloud Development Framework" section
SHOW APP ID FIELD
SHOW ID FIELD ON SUBLISTS
5. Click “Save”
Complete the above steps before continuing!

5. Edition SuiteApps Installation
Instruct the customer to accept the Terms of Service for required Bundles by following the steps below.
The customer must click the "Accept" buttons themselves within their own user account. An Oracle|
NetSuite employee cannot accept the Terms of Service on behalf of the customer
Edition SuiteApps Installation Instructions

1. Read ALL the notes in the SuiteApps list prior to SuiteApp installation.
2. Validate the features and preferences below are enabled:
"Multi-Language" feature enabled
"English (U.S)" setup in General Preferences
User Language preference set to "English (U.S)"
User Preference set to show "Show App ID Field", "Show ID Field on Sublists"
3. Ensure all SuiteApps install successfully and in sequence, even if the customer chooses not to use
functionality. Wait until each SuiteApp completes installation before starting to install the next.
4. Installation Errors:
If any SuiteApp installation fails, uninstall the SuiteApp, and clear the browser's cache. Attempt to
reinstall the SuiteApp and/or use a different browser. If the installation errors persist, refer to the
Support section in this document
5. Missing SuiteApps:
If a SuiteApp is not available to install, try the below:
Clear the browser's cache and/or try using a different browser to search for the SuiteApp
Confirm all the SuiteApps are shared with the customer's account
If SuiteApps are still missing, refer to the SuiteSuccess SuiteApps Request Process
6. Do NOT uninstall any SuiteApp listed in this document, unless otherwise noted.

7. Install additional SuiteApps after completion of the SuiteApp listed in this document, including Add On
functionality which might have been purchased by the customer.
For more information on current PSG SuiteApp ID’s, please refer to - SuiteAnswers ID 25038
SuiteApps List
Install the Mexico Financials First Standard Edition SuiteApps by strictly following the sequence.
If a SuiteApp on the below list is pre-installed, continue to the next SuiteApp. If it is not included in the list
below, uninstall the SuiteApp
Install Prerequisite Bundles

Install PSG Bundles
Install SuiteSuccess and PSG SuiteApps
Install Remaining SuiteSuccess and PSG Bundles
In the Administrator role, navigate to Customization > SuiteBundler > Search & Install Bundles to begin
installation.
Install Prerequisite Bundles
TYPE NAME SEQ # NOTES
SuiteSuccess Bundle SuiteSuccess - Configuration|FF 1

(Shared) STD SDF (423789)
SuiteSuccess Bundle SuiteSuccess - Bundle Deployment 2

(Shared) Wizard
Update General Preferences

The general preferences updates listed below are required for the Mexico Financials First Standard Edition.
Once these preferences are set, proceed with the remainder of the SuiteApps installation.
PREFERENCE SETTING NOTES
Show Transaction Numbering Setup Enable Required for SuiteTax functionality
Bundle Deployment Wizard Checklist

Complete all items on the Bundle Deployment Wizard “Mandatory Checklist” except the last step before
continuing with the Bundle and SuiteApp installations.
In the Administrator role, navigate to Setup > Bundle Deployment > Wizard
The word “Automatic” in the “Check Type” column indicates steps that are systematically checked.

1. The Terms of Service step requires manual intervention.
Navigate to Setup > Company > Enable Features
Validate all required features are enabled
Return to the Wizard
Check the Status box
2. An "Automatic" check type "Status" box that is unchecked indicates that the corresponding "step" has not
been completed.
Follow the URL
Complete the step
Return to the Wizard
Refresh the browser to update the checklist
3. Verify all steps show as complete EXCEPT for “Complete Remaining DG Tasks”
4. Continue with installation of the remaining Bundles and SuiteApps in the sequence listed below.
It is acceptable to navigate away from the checklist to complete other tasks at this point. You will
return at a later step.
Install PSG Bundles

In the Administrator role, navigate to Customization > SuiteBundler > Search & Install Bundles to continue the
installation
PSG Public Subsidiary Navigator 3
PSG Public Navigation Portlet 4
PSG Public Dashboard Tiles 5
Install Marketplace SuiteApps

In the Administrator role, click the SuiteApps Center Tab
1. Search for the Marketplace SuiteApps listed in the table below.

2. Click on the appropriate Marketplace SuiteApp icon tile then, on the SuiteApp page press “Install”.
3. Refresh the page and confirm installation completes.
TYPE MARKETPLACE SUITEAPP SEQ # NOTES
SuiteSuccess SuiteSuccess ERP Core 6

SuiteApp (Shared) (com.suitesuccess.erpcore)
SuiteSuccess SuiteSuccess CRM 7

SuiteApp (Shared) (com.suitesuccess.crm)
SuiteSuccess SuiteSuccess Customer360 8

SuiteApp (Shared) (com.suitesuccess.customer360)
SuiteSuccess SuiteSuccess Item360 9

SuiteApp (Shared) (com.suitesuccess.item360)
SuiteSuccess SuiteSuccess Vendor360 10

SuiteApp (Shared) (com.suitesuccess.vendor360)
SuiteSuccess SuiteSuccess Financial Workbooks 11

SuiteApp (Shared) (com.suitesuccess.finworkbooks)
Oracle NetSuite Cash 360 Dashboard 12

(Public) (com.netsuite.cash360)
SuiteSuccess SuiteSuccess Financials First 13

SuiteApp (Shared) Standard (com.suitesuccess.ffstd)
SuiteSuccess SuiteSuccess Data Import for 14 IMPORTANT!

SuiteApp (Shared) Dashboard Elements After installation navigate to
(com.suitesuccess.configdataimport (Setup > Import/Export > View

TYPE MARKETPLACE SUITEAPP SEQ # NOTES
) CSV Import Status) ensure the

5 csv import jobs have
completed prior to installing the
next SuiteApp
SuiteSuccess SuiteSuccess Financials First 15

SuiteApp (Shared) Standard Dashboards
(com.suitesuccess.ffstddb)
SuiteSuccess SuiteSuccess Procurement 16

SuiteApp (Shared) Workbooks
(com.suitesuccess.procurementwor
kbooks)
PSG SuiteApp (Public) Application Performance 17

Management (APM)
(com.netsuite.appperfmgmt)
PSG SuiteApp (Public) Item 360 Dashboard 18

(com.netsuite.item360)
Oracle NetSuite Localization Assistant 19

(Public) (com.netsuite.localizationassistant)
SuiteApprovals Enable Features
For SuiteApprovals, make sure the following SuiteAnswer article is reviewed for Features and Accounting
Preferences that need to be enabled before installing the bundle. Preferences should only be enabled for the
transactions needing SuiteApprovals.
TOPIC SUITEANSWERS
SuiteApprovals Prerequisites SuiteAnswers ID 105754
NOTE: It is suggested to review limitations of using SuiteApprovals for certain transactions with additional
bundles to be installed.
Install Additional Bundles

In the Administrator role, navigate to Customization > SuiteBundler > Search & Install Bundles to continue the
installation

PSG Public Country-Specific Address Forms 20
PSG Public SuiteTax Engine 21
PSG Public SuiteTax Data Records 22
PSG Public Tax Reporting Framework 23
PSG Public NetSuite SuiteApps License Client 24 Ensure this is installed before
EBP and/or Electronic
Invoicing, as applicable
PSG Public Electronic Invoicing 25
PSG Public Mexico Localization 26 Ensure this is installed after

Electronic Invoicing
SuiteSuccess Bundle SS Regional Bundle| MX FF STD 27

(Shared)
PSG Public Electronic Bank Payments 28 Verify the

Schedule of Electronic Bank
Payments Availability During
Phased Upgrades
PSG Public SuiteApprovals 29
Install Remaining Marketplace SuiteApps

In the Administrator role, click the SuiteApps Center Tab
1. Search for the Marketplace SuiteApps listed in the table below.

2. Click on the appropriate Marketplace SuiteApp icon tile.
3. Navigate to the top right area of the Marketplace SuiteApps details page and click on the Install button.
4. Click on the Install button in the pop-up screen to begin the installation process.
5. Refresh the page and confirm installation completes.
PSG SuiteApp (Public) Mexico Bill of Lading 30 Review Shipping and Handling
(Complemento Carta Porte) Cost Error Message When
(com.netsuite.mexicocartaporte) Installing
SuiteSuccess SuiteSuccess Mexico CFDI 31

SuiteApp (Shared) (com.suitesuccess.mxcfdi)

Oracle NetSuite Mexico Deferred Taxes 32 SuiteTax Engine must be

(Public) installed first before this
SuiteApp.
Prior to installation of the

SuiteApp, remove English (U.S.)
from Setup > Company >
General Preferences >
Languages.
After installation of the
SuiteApp, re-add English (U.S.)
and continue with the edition
setup.
Oracle NetSuite Mexico Foreign Trade 33 Optional SuiteApp. Only install

(Public) for companies working in
foreign trade
PSG SuiteApp (Public) Mexico Complementary Features 34
SuiteAnswers
For questions or issues with a PSG SuiteApp installed in this edition, please refer to the below table (submit
additional questions via a Support Case with NetSuite Support).
TOPIC SUITEANSWERS
Application Performance Management SuiteAnswers ID 44059
Cash 360 Dashboard SuiteAnswers ID 105652
Country-Specific Address Forms SuiteAnswers ID 91789
Dashboard Tiles SuiteAnswers ID 65560
Electronic Bank Payments SuiteAnswers ID 21729
Electronic Invoicing SuiteAnswers ID 49744
Item 360 Dashboard SuiteAnswers ID 107444
Localization Assistant SuiteAnswers ID 101651
Mexico Foreign Trade SuiteAnswers ID 103933

TOPIC SUITEANSWERS
Mexico Localization SuiteAnswers ID 85372
Navigation Portlet SuiteAnswers ID 65731
Subsidiary Navigator SuiteAnswers ID 34182
SuiteAnalytics Workbooks SuiteAnswers ID 77028
SuiteApprovals SuiteAnswers ID 98710
SuiteTax Engine SuiteAnswers ID 85664
Tax Reporting Framework SuiteAnswers ID 80274

6. Edition Setup
Overview
The Bundle Deployment Wizard (BDW) automates the configuration of edition’s objects. Once the BDW is
completed, the results are displayed to the end user within the NetSuite user interface.
The below prerequisites are necessary when using the BDW. See the Appendix at the end of the
document for a manual deployment process.
Bundle Deployment Wizard Process

Running the BDW will make the following changes to the account:
1. Feature Update – Enables/Disables the edition specific features.

2. Role Creation – Creates a copy of all delivered edition roles using the [Customer] name inputted during
the BDW setup.
3. Role Alias – Updates [Customer] role names with role aliases provided in the regional Leading Practices.
4. Role Update – Adds specific “Access to Subsidiaries” to the [Customer] role.
5. Dashboard Tile – Assigns the appropriate dashboard tiles to the [Customer] roles.
6. Role Permission – Assigns permissions to specific [Customer] roles in alignment with Leading Practices.
7. Center Tab Assignment – Assigns [Customer] roles to the appropriate center tabs.
8. Script Deployment – Runs a series of scripts assigning them to specific [Customer] roles.
9. Form Creation – Creates a copy of the default edition forms using the [Customer] name inputted during
the BDW setup.
10. Form Translation – Assigns translations to the newly created [Customer] forms.
11. General Preference Update – Assigns edition general preferences (in alignment with the edition’s
regional requirements).
12. Form Field Update – Sets to specific form fields to “Show” on the [Customer] forms.
13. Enable Plug In – Enables the edition specific plug ins.
14. Saved Search Creation – Creates specific [Customer] saved searches.
15. KPI Scorecard Update – Replaces custom KPIs on the [Customer] saved searches displayed on KPI
scorecards

Bundle Deployment Wizard Prerequisites
The following prerequisites MUST be met prior to running the BDW to ensure web browser compatibility and
the correct language settings are configured in the account.
Browser compatibility – Chrome Web Browser

Company account language (Set in General Preferences) – English (U.S.)
Running the Bundle Deployment Wizard

Mandatory Checklist
In the Administrator role, navigate to Setup > Bundle Deployment > Wizard
1. Return to the checklist

Confirm remaining pre-requisite steps in the guide are complete by checking the “Complete
Remaining DG Tasks” status box
Verify all steps are checked
2. Click Next
3. Select the Vertical/Edition, the Region and the Country
4. Deselect any Bundles not included in the deployment guide by clicking the 'x' on the row of the Bundle
name
For example: if the customer does not require the optional International Tax Reports, Supplementary
Tax Calculation, and Tax Audit Files, they can be removed from the deployment by clicking the ‘x’ on
their respective rows.
Do not add any Bundles which are not prepopulated for the Vertical/Edition you have selected
5. Click "Next"
6. Input ‘Customer Name’ and 'Customer Abbreviation' to be used on all BDW created objects
7. Click "Next"

7. Additional SuiteApps
Add On SuiteApps
SuiteApps that are not part of this SuiteSuccess Edition (Add Ons) are available for purchase at additional cost
to the customer. These SuiteApps or other additional SuiteApps must be installed after successful installation of
all SuiteApps listed in the SuiteApps List above.
After SuiteApps installations are complete, continue with the edition setup tasks below.
Role(s) from Add On SuiteApps

Some Add On SuiteApps will introduce new roles into the account. Customize the role(s) and adjust permission
levels as required by the customer.

8. Additional Edition Setup
Rename Roles from SuiteSuccess Bundles

Rename the Roles Names to meet Leading Practice expectations for Mexico Financials First Standard Edition
Customers by following the steps below.
In the Administrator role, navigate to Setup > Users/Roles > Manage Roles
1. Locate the [Customer] SuiteSuccess role

2. Click Edit
3. Click Translation
4. Locate the English (U.S.) language
5. Rename Roles based on the table below
6. Click Save
[Customer] - ROLE NAME [Customer] - ROLE ALIAS
[Customer] - Controller [Customer] - Accounting Manager
Dashboard Updates
Custom dashboards are delivered for each role in this edition. Edit the [Customer] role’s dashboard by following
the steps below.
The Deployment Guide references the base roles of the edition throughout the document. Always use the
customer’s version of the base roles.
Grant Access to Roles

In the Administrator role, navigate to Lists > Employees > Employees
1. Click Access
2. Add the following Roles:
FF STD - Controller
FF STD - A/P Analyst
FF STD - A/R Analyst
FF STD - Executive
SuiteSuccess Admin Dashboard Publishing Role
3. Click Save
Administrator Dashboard
Log in as the SuiteSuccess Admin Dashboard Publishing Role and modify the Center Tabs by following the
steps below.

Payments Tab
Navigate to the Payments Tab
1. Click Layout
2. Select the 3-column layout
3. Select Personalize
4. Click the following icons to add to the dashboard:
Standard Content:
Custom Portlet
Trend Graphs (3 times)
5. Setup and Position Portlets
Custom Portlet
Click Set Up
Set the Source field to Navigation Portlet
Click Save
Click Edit
Set the Default Category to Accounts Payable
Click Save
The Accounts Payable category is not available in all Editions. If it is not available in the drop-
down list, set the Default Category to Controller.
Trend Graph Portlets
DEFAULT CHART KPI DEFAULT TREND CUSTOM SERIES TREND TYPE

TYPE TYPE COLOR
Area A/P Balance #006AFF Monthly
Area Payables #006AFF Monthly
Area Custom KPI #1 Average Days to #006AFF Monthly

Pay
The final Payments Center Tab should look like the snapshot below:

Administration and Controls Center Tab
Navigate to the Administration and Controls Tab
1. Click Layout
2. Select the Single column layout (if not already configured that way)
Publish Dashboard
Navigate to Home Tab > Settings Portlet
1. Click List next to the Publish Dashboard option

2. Click Edit on the Administrator Dashboard
3. Add the Administrator Role and check the Override Existing User's Settings checkbox
4. Click Save and Update Content
5. Click Cancel on the pop-up window
6. Click Apply to Tabs
7. Check all tabs except the ones listed below
Vendor Dashboard
Project Dashboard
Customer Dashboard
9. Click OK
Inactivate SuiteSuccess Admin Dashboard Publishing Role
Log in as the Administrator Role and inactivate the SuiteSuccess Admin Dashboard Publishing Role by
following the steps below
Navigate to Setup > Users/Roles > Manage Roles
1. Identify the SuiteSuccess Admin Dashboard Publishing Role

2. Click Edit
3. Check the Inactive check box
4. Click Save
Controller Dashboard
Log in as the [Customer] Controller role and modify each of the Center Tabs by following the steps below.
Home Dashboard
Navigate to the Home Tab
1. Click Personalize
Standard Content:
Analytics
SuiteApps:
Electronic Documents
Analytics Portlet
Click on the setup icon of the portlet
Search for and select “Pivot de impuestos diferidos para México” workbook
Rename the workbook to “Informe de impuestos diferidos para México”
Click Save
Position in the bottom of the middle column on the dashboard.
Reminders Portlet
Click on the setup icon of the portlet.
Remove the Transactions Missing Taxes Reminder from Current Selections
Click Save
Electronic Documents Portlet
Position just below the first Key Performance Indicators portlet in the middle column on the
dashboard.
Administration and Controls Center Tab
Navigate to the Administration and Controls Tab
1. Click Layout
2. Select the Single column layout (if not already configured that way)
Payments Tab
1. Click Layout

Standard Content:
Custom Portlet
Custom Portlet
Click Set Up
Click Save
Click Edit
Click Save

TYPE TYPE COLOR

Pay
Publish Dashboard


2. Click Edit on the Controller Dashboard
3. Add the Controller Role and check the Override Existing User's Settings checkbox
Vendor Dashboard
Project Dashboard
Customer Dashboard
9. Click OK
A/P Analyst Dashboard

Log in as the [Customer] A/P Analyst role and modify each of the Center Tabs by following the steps below.
Home Dashboard
2. Click the following icon to add to the dashboard:
Suiteapps
Electronic Documents
Electronic Documents Portlet
Position just below the Key Performance Indicators portlet in the middle column on the
dashboard.
Payments Tab
1. Click Layout
Standard Content:
Custom Portlet
Custom Portlet
Click Set Up

Click Save
Click Edit
Click Save

TYPE TYPE COLOR

Pay
Publish Dashboard

2. Click Edit on the A/P Analyst Dashboard
3. Add the A/P Analyst Role and check the Override Existing User's Settings checkbox

Vendor Dashboard
Project Dashboard
Customer Dashboard
9. Click OK
A/R Analyst Dashboard

Log in as the [Customer] A/R Analyst role and modify each of the Center Tabs by following the steps below.
Home Dashboard
Reminders Portlet
Click Set Up
Remove the Transactions Missing Taxes Reminder from Current Selections
Click Save
Billing Tab
Navigate to the Billing Tab
1. Click Personalize
Standard Content:
Custom Search
Custom Search
Click Set Up
Select Billing Operations From Last 5 Days
Click Save
Move the portlet in the Center after Key Performance Indicator
Publish Dashboard

2. Click Edit on the A/R Analyst Dashboard
3. Add the A/R Analyst Role and check the Override Existing User's Settings checkbox

Vendor Dashboard
Project Dashboard
Customer Dashboard
9. Click OK
Executive Dashboard
Log in as the [Customer] Executive role and modify the Home Dashboard by following the steps below.
Home Dashboard
Standard Content
Analytics
Analytics Portlet
Click on the Set Up icon of the portlet
Search for and select “Pivot de impuestos diferidos para México” workbook
Rename the workbook to “Informe de impuestos diferidos para México" by adding the name
to the Custom Name field
Click Save
Position in the bottom of the middle column on the dashboard.
Publish Dashboard

2. Click Edit on the Executive Dashboard
3. Add the Executive Role and check the Override Existing User's Settings checkbox
Vendor Dashboard
Project Dashboard
Customer Dashboard
9. Click OK
Dashboard Layout Update (Optional)

This edition is designed with a 3-column dashboard layout for certain center tabs. If the customer prefers a 2-
column dashboard layout, please follow the steps below:
This process should be replicated for each role/center tab that requires a 2-column dashboard layout.
While logged in as the Customer role, navigate to each center tab and perform the following where a 2-column
layout is preferred:
1. Click the “Layout” link at the top right of the page

2. Select the desired 2-column layout
3. Re-arrange portlets as desired
Publish Dashboard

2. Click Edit on the Customer Dashboard
3. Add the Customer Role and check the Override Existing User's Settings checkbox
Vendor Dashboard
Project Dashboard
Customer Dashboard
9. Click OK
Tax Reporting Framework

Leading Practices for this SuiteSuccess edition indicate access to the Tax Reporting Framework bundle should
be granted to the newly created customer version of the roles indicated below; however, more roles may be
given access following personalization with the customer. Access is granted through permissions following the
steps below.
FF STD - Controller
Permissions
In the Administrator role, navigate to Setup > Tax Reporting > Manage Tax Reporting Framework Roles
1. Click Assign Tax Reporting Framework Permissions to Role

2. Select the aforementioned FF STD roles listed for Tax Reporting Framework
3. Grant the minimum permission level as shown in the table below
4. Click “Save”

PERMISSION LEVEL
Country Tax Report Full
Tax Return Setup View
Tax Filing Full
Country Tax Reports Preferences Full
SuiteTax Engine
Grant access to the SuiteTax features by assigning to the Customer roles the permissions below. Other roles
might be given access following the personalization session with the customer.
FF STD - Controller
Permissions
In the Administrator role, navigate to Setup > SuiteTax Engine > Manage SuiteTax Engine Roles
1. Click Assign SuiteTax Engine Permissions to Role

2. Select the aforementioned FF STD roles listed for SuiteTax Engine
4. Click Save
PERMISSION LEVEL
Define SuiteTax Registrations Format Full
Tax Schedules Full
Nexus Settings Full
US Exemption Certificates Full
Non-taxability Rules Full
Configuring Mexico Financial Reports

Additional configuration steps are a prerequisite to use the Balance para México (Mexico Balance Sheet),
Balance de Comprobacion para Mexico (Mexico Trial Balance) and Estado de Ingresos y Egresos para
México (Mexico Income Statement) reports.
Leading Practices for this SuiteSuccess edition indicate that Financial Reports should be configured in the
customer account. Please refer to the Configuring Financial Reports for Mexico SuiteAnswers Article for
mandatory setup instructions.

Accounting Periods must be set up before reports can be edited. In the Administrator role, navigate to
Setup > Accounting > Manage Accounting Periods.
In the Administrator role, navigate to Reports > Mexico Localization > Balance Sheet | Mexico Trial Balance |
Mexico Income Statement > Click Customize
1. Click More Options.

2. In the Audience subtab, in the Roles box, scroll down until you find each of the following roles:
Administrator
[Customer] - Controller
3. Leave the name of the Financial Report as is.
4. Click Save
Mexico Localization Components

In the Administrator role, navigate to Setup > Mexico Localization > Mexico Localization Components
1. Identify the following Electronic Invoicing components listed below

2. Click Reinstall to confirm all of the statuses are “Installed”
Mexico Bill of Lading SuiteApp

Install the Mexico Bill of Lading SuiteApp from the Marketplace. Ensure the Suiteapp is installed after
Mexico Localization. Review Shipping and Handling Cost Error Message When Installing .
Leading Practices for this SuiteSuccess edition indicate the Mexico Bill of Lading (Complemento Carta Porte)
SuiteApp should be installed in the customer account to generate and process CFDIs together with a bill of
lading document. All steps are mandatory and should be completed before proceeding with the next steps.
For more information on how to update XML templates for Mexico Localization, please refer to the below table:
TOPIC SUITEANSWERS
Electronic Invoicing for Mexico Bill of Lading SuiteAnswers ID 101641
Forms
Mexico Localization Forms’ Instructions
The Mexico Localization bundle delivers Custom Forms. Make copies of the delivered forms to be customized as
part of the Personalization Session.
In the Administrator role, navigate to Customization > Forms > (Entry Forms OR Transaction Forms)
1. Select Customize to modify the form

2. Rename the form based on the table below
3. Check the Preferred checkbox for the forms based on the most frequently used of each type of form
4. Once all of the changes for a particular form are made, save the form
Entry Forms
GLOBAL - FORM NAME MX FF STD - FORM NAME
Mexico Standard Group Item [Customer] - Group Item
Mexico Standard Vendor [Customer] - Vendor
Mexico Standard Inventory Part [Customer] - Inventory Part
Mexico Standard Partner [Customer] - Partner
Mexico Standard Contact [Customer] - Contact
Mexico Standard Customer [Customer] - Customer
Mexico Standard Non-Inventory Part [Customer] - Non-Inventory Part

Mexico Standard Employee [Customer] - Employee
Transaction Forms
Mexico Standard Customer Payment [Customer] - Customer Payment
Mexico Standard Expense Report [Customer] - Expense Report
Mexico Standard Invoice [Customer] - Invoice
Mexico Standard Item Fulfillment [Customer] - Item Fulfillment
Mexico Standard Journal Entry [Customer] - Journal Entry
Mexico Standard Sales Order [Customer] - Sales Order
Mexico Standard Credit Memo [Customer] - Credit Memo
Mexico Standard Cash Sale [Customer] - Cash Sale
Mexico - Foreign Trade Item Fulfillment [Customer] - Mexico - Foreign Trade Item Fulfillment
Mexico Foreign Trade Invoice [Customer] - Mexico Foreign Trade Invoice
Mexico Foreign Trade Cash Sale [Customer] - Mexico Foreign Trade Cash Sale
Mexico Complemento Carta Porte Item [Customer] - Complemento Carta Porte Item
Fulfillment Fulfillment
Rename Forms from the Mexico Localization Bundle

This edition comes with delivered custom Forms with global standard Forms Names
Rename the Form Names to meet Leading Practice expectations for Mexico Financials First Standard Edition
customers by following the steps below.
Instructions to change NetSuite’s language.
In the Administrator role, on the Home dashboard scroll down to the Settings portlet to select Set Preferences.
1. In the General tab, locate the Language field

2. Select Español (Latinoamérica)
3. Click Save
After translating the forms, navigate back to Set Preferences to change the language to English (U.S.)

Entry Forms
1. Navigate to Personalización > Formularios > Formularios de entrada

2. Click Editar
3. Rename Forms based on the table below
Mexico Standard Group Item Form [Customer] - Artículo de grupo
Mexico Standard Vendor Form [Customer] - Proveedor
Mexico Standard Inventory Part Form [Customer] - Artículo de inventario
Mexico Standard Partner Form [Customer] - Socio
Mexico Standard Contact Form [Customer] - Contacto
Mexico Standard Customer Form [Customer] - Cliente
Mexico Standard Non-Inventory Part Form [Customer] - Artículo fuera de inventario
Mexico Standard Employee Form [Customer] - Empleado
Transaction Forms
1. Navigate to Personalización > Formularios > Formularios de transacción

2. Click Editar
3. Rename Forms based on the table below
Mexico Standard Customer Payment [Customer] - Pago de cliente
Mexico Standard Expense Report [Customer] - Informe de gasto
Mexico Standard Invoice [Customer] - Factura
Mexico Standard Item Fulfillment [Customer] - Ejecución de pedido de artículos
Mexico Standard Journal Entry [Customer] - Entrada de diario
Mexico Standard Sales Order [Customer] - Orden de venta
Mexico Standard Credit Memo [Customer] - Nota de crédito
Mexico Standard Cash Sale [Customer] - Venta en efectivo
Mexico - Foreign Trade Item Fulfillment [Customer] - Ejecución de Pedidos para Comercio
Exterior

Mexico Foreign Trade Invoice [Customer] - Factura de Venta para Comercio

Exterior
Mexico Foreign Trade Cash Sale [Customer] - Venta en Efectivo para Comercio
Exterior
Form Field Update

This edition is delivered with Custom fields that are required to be added and/or moved to the Customer Forms
edit each of the forms listed below and make the appropriate changes.
In the Administrator role, navigate to Customization > Forms > (Entry Forms OR Transaction Forms)
1. Select Edit to modify the form
Add Fields
1. Navigate to the appropriate Subtab, then Sublist

2. Select Show for each field listed
Save Form
1. Once all of the changes for a particular form are made, save the form.
Entry Forms
FORM TYPE OF SUBTAB SUBLIST FIELDS FIELD GROUP

CHANGE
Customer Move Fields From Custom Available Credit Account

to Financial Information
Transaction Forms

CHANGE
Vendor Bill Show Screen Fields Expenses SAT Cadastre

ID
Vendor Bill Show Screen Fields Expenses SAT Customs

Request
Number
Vendor Bill Show Screen Fields Expenses SAT Item Code
Invoice Move Screen Fields Accounting > Currency

CHANGE
Main
Invoice Move Screen Fields Accounting > Exchange Rate

Main
Journal Entry Move Screen Fields Main Subsidiary Classification >

Primary
Information
Sales Order Move Screen Fields Accounting > Currency

Main
Sales Order Move Screen Fields Accounting > Exchange Rate

Main
Sales Order Show Sublist Fields Tax Object
Credit Memo Move Screen Fields Accounting > Currency

Main
Credit Memo Move Screen Fields Accounting > Exchange Rate

Main
Estimate Move Screen Fields Accounting > Currency

Main
Estimate Move Screen Fields Accounting > Exchange Rate

Main
Opportunity Move Screen Fields Accounting > Currency

Main
Opportunity Move Screen Fields Accounting > Exchange Rate

Main
Return Move Screen Fields Accounting > Currency

Authorization Main
Return Move Screen Fields Accounting > Exchange Rate

Authorization Main
Estimate Show Sublist Fields Tax Object
Estimate Show Sublist Fields SAT Item Code
Opportunity Show Sublist Fields Tax Object

CHANGE
Opportunity Show Sublist Fields SAT Item Code
Return Show Sublist Fields Tax Object

Authorization
Return Show Sublist Fields SAT Item Code

Authorization
Expense Show Screen Fields Main For Electronic

Report Bank Payment
Workflows
This edition comes delivered with custom Workflows. Activate (Release) SuiteSuccess delivered workflows as
required by the customer by following the steps below.
In the Administrator role navigate to Customization > Workflow > Workflows
1. From the Workflow list, click Edit next to the name of the Workflow
2. Set Release Status to “Released”
3. Click Save
Workflows can be turned on and off as needed.
Financial Workbooks Workflows

Activate the SuiteSuccess delivered workflow to populate the translations for the SuiteSuccess Financial
Workbooks by following the steps below.
In the Administrator role, navigate to Customization > Workflow > Workflows
1. Click Edit next to SuiteSuccess FinWB Translations

2. Click the Pencil Icon in Workflow section
3. Click Execute Now
Bundle Folder Cleanup (File Cabinet Update)

Data Migration Templates are delivered in a subfolder in the File Cabinet. To enhance accessibility for the
customer, the folder is moved to the root path of the File Cabinet by following the steps below
NOTE: The Templates folder is called “Plantillas” in Español (Latinoamérica).
In the Administrator Role, navigate to Documents > Files > File Cabinet
1. Use the Search field: Enter Data Migration Templates.

2. Click Search
3. In the results, click the link beginning with com.suitesuccess
4. Click Move Files
5. Check the Move checkbox

6. In the Move To field, select Templates
7. Click Move
Remove Publish Dashboard Permission

Perform the following for the newly created [Customer] roles:
FF STD - Controller
FF STD - Executive
This process will need to be replicated for each [Customer] role
1. Click Edit on each of the [Customer] role(s)

2. Click the Permissions > Setup Tab Subtab
3. Select Publish Dashboards and click Remove

4. Click Save

9. Uninstall the Bundle Deployment Wizard
Uninstall the Bundle Deployment Wizard by following the steps below.
In the Administrator role navigate to Customization > SuiteBundler > Search & Install Bundles > List
1. Locate SuiteSuccess – Bundle Deployment Wizard

2. Hover over the Action icon
3. Click Uninstall

10. Requires Customer Input
Saved Search Updates

This edition is delivered with the saved searches listed below, which are duplicated with customer specific
criteria obtained during the personalization sessions by following the steps below.
Tax, Amortization, Interest and Depreciation expense
Update the Saved Searches

In the Administrator role Search for and Edit the Customer version of the Tax, Amortization, Interest and
Depreciation expense Saved Search
1. Click Criteria
2. Edit the Account filter
3. Add the Customer specific accounts as identified during the personalization sessions
4. Click Set
5. Click Save
SuiteTax Setup
SuiteTax Subsidiaries
In the Administrator role, navigate to Setup > Company > Subsidiaries
1. Click Edit on all the customer’s subsidiaries that will be using SuiteTax Engine
2. Under the “Tax Registrations” subtab, select “SuiteTax Engine” under the Tax Engine dropdown
3. Click “Save”

SuiteTax Migrations
Confirm SuiteTax setup by navigating to Setup > Tax > SuiteTax Migration. Ensure the status of all migration
processes is successful and that you have completed all the steps listed on the screen.
Shipping Preferences Setup

If the Customer will be charging shipping costs, Setup Shipping and Handling by following the steps below.
In the Administrator role, navigate to Setup > Accounting > Shipping
1. Check the Charge for Shipping box

2. Click Submit
Mexico-specific Company and Currency Setup

Customers in Mexico may have additional setup needed for their company, subsidiaries, and currency. Ensure
all setup has been completed by visiting the Setting Up Mexico-specific Preferences SuiteAnswers article.
Feature Update
The features listed below are included in the Mexico Financials First Standard Edition.
Once enabled, these features cannot be disabled; they must ONLY be enabled based on the Customer's
requirements
In the Administrator role navigate to Setup > Company > Enable Features
FEATURE SETUP TAB SETTING NOTES
In-Transit Payments Accounting Enable Once you enable this feature, it

cannot be disabled.

11. Appendix
The Bundle Deployment Wizard (BDW) automates the configuration of edition’s SuiteApps. In the unlikely event
that there is an error when running the Bundle Deployment Wizard, follow the manual steps outlined below:
If using the Bundle Deployment Wizard please see Section 6.
Feature Update
This edition requires the following features to be enabled / disabled.
In the Administrator role navigate to Setup > Company > Enable Features
FEATURE SETUP TAB SETTING NOTES
Worldwide Support for Phone Company Enable

Number Formatting
Period End Journal Entries Accounting Enable
Payment Link Transactions Disable
Customer Support and Service CRM Disable It was required for CRM SuiteApp
Lead Conversion CRM Enable
Partner Relationship CRM Enable

Management
Website Web Presence Disable
Role Creation
This edition comes with delivered custom Roles. Customize the role as required by the customer following the
steps below.
Key Steps for a Successful Implementation
Do not save the role until the dashboard is selected. The dashboard cannot be selected or changed
after the role has been created.
It is extremely important to follow the same steps below for each role.
If a role is created without a selected dashboard, the role must be deleted and re-created.
In the Administrator role navigate to Setup > Users/Roles > Manage Roles
1. Locate the delivered SuiteSuccess roles

2. Sort by Name
3. Identify the SuiteSuccess role(s)
4. Click Customize
5. Select applicable Subsidiaries for role to access
6. Provide a descriptive Name for the role
7. Assign a unique NetSuite ID
Example: “_customer_controller” where Customer is the company name of the customer and Controller is
the role
GLOBAL - ROLE NAME [CUSTOMER] - ROLE NAME PUBLISHED DASHBOARD
FF STD - A/P Analyst [Customer] - A/P Analyst FF STD - A/P Analyst
FF STD - A/R Analyst [Customer] - A/R Analyst FF STD - A/R Analyst
FF STD - Controller [Customer] - Controller FF STD - Controller
FF STD - Executive [Customer] - Executive FF STD - Executive
FF STD - Inventory [Customer] - Inventory Manager FF STD - Inventory

Manager Manager
FF STD - Purchasing [Customer] - Purchasing FF STD - Purchasing
FF STD - Sales [Customer] - Sales FF STD - Sales
8. On the Dashboard Tab select the appropriate Published Dashboard for the role

9. Click "Save"
Repeat for all delivered SuiteSuccess roles
Role Alias
The [Customer] custom roles are labelled with global standard role names. Rename the “Customer” custom
roles to the region-specific aliases according to the table below.
1. Locate the delivered “Customer” SuiteSuccess role

2. Click Edit
3. Identify the field Subtab "translation"
4. In the appropriate languages translation field add the translation for each role
5. Click "Save"
[CUSTOMER] - ROLE NAME [CUSTOMER] - TRANSLATED ROLE NAME
[Customer] - A/P Analyst [Customer] - Analista de cuentas por pagar
[Customer] - A/R Analyst [Customer] - Analista de cuentas por cobrar
[Customer] - Controller [Customer] - Gerente de contabilidad
[Customer] - Executive [Customer] - Director ejecutivo
[Customer] - Inventory Manager [Customer] - Gerente de inventario
[Customer] - Purchasing [Customer] - Compras
[Customer] - Sales [Customer] - Ventas
Role Update
The Custom roles delivered with the edition are set with different access to organization subsidiaries. Adjust the
Edition Roles according to the table below.

1. Locate the delivered [Customer] SuiteSuccess role
2. Click Edit
3. Select the accessible subsidiaries based on the table below
4. Click Save
[CUSTOMER] - ROLE NAME ACCESSIBLE SUBSIDIARIES
[Customer] - Controller All
Cash 360 Dashboard
This edition comes delivered with the Cash 360 Dashboard SuiteApp. Authentication access must be granted to
the newly created customer version of the roles by following the steps below.
FF STD - Controller
FF STD - Executive
Grant Cash 360 Access to Roles

In the Administrator Role Navigate to Setup > Users/Roles > Manage Roles
1. Edit each of the aforementioned [Customer] - Roles

2. In the Authentication section, check the Cash 360 Access checkbox
3. Click Save

Dashboard Tiles
This edition comes delivered with custom Dashboard Tiles which should be shared with the newly created
[Customer] roles by following the steps below.
Follow this process for all roles
In the Administrator role navigate to Setup > Dashboard Tiles > Roles Update
Target Role: This is the role created based on the default role that is part of SuiteSuccess implementation.
Example: [Customer] - Controller
Source Role: This is the default role that is part of the SuiteSuccess Edition. Example: FF STD - Controller

1. Click the Run Update button
Role Permission
This edition is delivered with the below SuiteApps that require modification to the roles’ permissions. These
permissions should be granted to the [Customer] roles. However, more role(s) may be given access following
the personalization session with the customer.
Mexico Bill of Lading

Tax Reporting Framework
Electronic Bank Payments
SuiteApprovals
Mexico Localization
Item 360 Dashboard
Cash 360 Dashboard
Core
Custom GL Lines
Mexico Deferred Taxes
Mexico Foreign Trade
In the Administrator role navigate to Setup > Users/Roles > Manage Roles
1. Edit each of the [Customer] role(s)

3. Click "Save"
Minimum Permission Example: If the permission calls for View and the role has Create, Edit, or Full level,
no change is needed. If the role does not have a permission set, add it at the level listed below.

A/P ANALYST
SUBTAB PERMISSION LEVEL RELATED TO MODULE
Custom Record Allowed Country Formats By View Electronic Bank Payments

Edition
Custom Record Approval Routing View Electronic Bank Payments
Custom Record Bank Details Create Electronic Bank Payments
Custom Record Bill EFT Payment Information Full Electronic Bank Payments
Custom Record Company Bank Details View Electronic Bank Payments
Custom Record E-Document Audit Trail Edit Electronic Invoicing
Custom Record E-Document Conversion Batch Edit Electronic Invoicing
Custom Record E-Document Sending Batch Edit Electronic Invoicing
Custom Record E-Document Sending Methods Edit Electronic Invoicing
Custom Record E-Document Template Validator Edit Electronic Invoicing
Custom Record E-Document Templates Edit Electronic Invoicing
Custom Record Electronic Payments Preference View Electronic Bank Payments
Custom Record EP Queue Settings View Electronic Bank Payments
Custom Record EP Thread Processing Results View Electronic Bank Payments
Custom Record Format Details View Electronic Bank Payments
Custom Record Inbound E-Documents Edit Electronic Invoicing
Custom Record Mexico Mapping Edit Mexico Localization
Custom Record Mexico SAT Customs Unit Code Edit Mexico Foreign Trade
Custom Record Mexico SAT Item Code Edit Mexico Localization
Custom Record Mexico SAT Unit Code Edit Mexico Localization
Custom Record Payment Aggregation View Electronic Bank Payments
Custom Record Payment Batch View Electronic Bank Payments
Custom Record Payment File Administration Edit Electronic Bank Payments
Custom Record Payment File Format View Electronic Bank Payments

A/P ANALYST
Custom Record Payment File Template Request Edit Electronic Bank Payments
Custom Record Payment Schedule View Electronic Bank Payments
Lists Currency View Electronic Bank Payments
Lists Custom GL Lines Plug-in Audit View Custom GL Lines

Log
Lists Custom Record Entries Full Electronic Bank

Payments,Mexico Bill of
Lading,SuiteApprovals,Tax
Reporting Framework
Lists Subsidiaries View Mexico

Localization,SuiteApprovals
Lists Subsidiary Tax Registrations Edit Mexico Localization

Tab
Lists Tax Details Tab Edit Mexico Localization
Lists Tax Records View Tax Reporting Framework
Lists Track Messages View Electronic Bank Payments
Setup Custom Fields View Mexico Bill of Lading,Tax

Reporting Framework
Setup Other Custom Fields View Tax Reporting Framework
Setup Review Custom GL Plug-in Full Custom GL Lines

Executions
Setup Set Up Company View Mexico Localization,Tax

Reporting Framework
Setup SuiteScript View Tax Reporting Framework
Transactions Credit Memo View Electronic Bank Payments
Transactions Customer Deposit View Electronic Bank Payments
Transactions Customer Payment View Electronic Bank Payments
Transactions Customer Refund View Electronic Bank Payments

A/P ANALYST
Transactions Invoice View Electronic Bank Payments
A/R ANALYST
Custom Record Foreign Trade Account Edit Mexico Foreign Trade

Mapping
Custom Record Mexico Deferred Taxes Edit Mexico Deferred Taxes

Accounts Mapping
Custom Record Mexico Foreign Trade Sched. Edit Mexico Foreign Trade
Task Summary
Custom Record Mexico Mapping Edit Mexico Localization
Custom Record Mexico SAT Cities Edit Mexico Foreign Trade
Custom Record Mexico SAT Colonias Edit Mexico Foreign Trade
Custom Record Mexico SAT Incoterms Edit Mexico Foreign Trade
Custom Record Mexico SAT Item Code Edit Mexico Localization
Custom Record Mexico SAT Reason for Transfer Edit Mexico Foreign Trade
Custom Record Mexico SAT Tariff Item Code Edit Mexico Foreign Trade
Custom Record Mexico SAT Unit Code Edit Mexico Localization
Custom Record Mexico SAT Villages Edit Mexico Foreign Trade

A/R ANALYST
Lists Custom Record Entries View Electronic Bank

Reporting Framework

Lists Subsidiary Tax Registrations Edit Mexico Localization

Tab
Setup Analytics Administrator Full Mexico Deferred Taxes

Reporting Framework

Reporting Framework
Transactions Mexico Deferred Taxes Full Mexico Deferred Taxes
Transactions Vendor Bill Approval Full Core
CONTROLLER
Custom Record Allowed Country Formats By Edit Electronic Bank Payments

Edition
Custom Record Approval Matrix Full SuiteApprovals
Custom Record Approval Routing Full Electronic Bank Payments
Custom Record Approval Rule Full SuiteApprovals
Custom Record Bank Details Full Electronic Bank Payments

CONTROLLER
Custom Record Bill EFT Payment Information Full Electronic Bank Payments
Custom Record Cash 360 Account Full Cash 360 Dashboard
Custom Record Cash 360 Account Category Full Cash 360 Dashboard
Custom Record Company Bank Details Edit Electronic Bank Payments
Custom Record Department Approver Full SuiteApprovals
Custom Record E-Document Audit Trail Full Electronic Invoicing
Custom Record E-Document Conversion Batch Full Electronic Invoicing
Custom Record E-Document Sending Batch Full Electronic Invoicing
Custom Record E-Document Sending Methods Full Electronic Invoicing
Custom Record E-Document Template Validator Full Electronic Invoicing
Custom Record E-Document Templates Full Electronic Invoicing
Custom Record Electronic Payments Preference Edit Electronic Bank Payments
Custom Record EP Queue Settings View Electronic Bank Payments
Custom Record EP Thread Processing Results Full Electronic Bank Payments
Custom Record Federal Road Transport Full Mexico Bill of Lading
Custom Record Foreign Trade Account Full Mexico Foreign Trade

Mapping
Custom Record Format Details Edit Electronic Bank Payments
Custom Record Inbound E-Documents Full Electronic Invoicing
Custom Record Mapping Setup Full SuiteApprovals

Accounts Mapping
Custom Record Mexico Foreign Trade Sched. Full Mexico Foreign Trade
Task Summary
Custom Record Mexico Mapping Full Mexico Localization
Custom Record Mexico SAT Cities Full Mexico Foreign Trade

CONTROLLER
Custom Record Mexico SAT Colonias Full Mexico Foreign Trade
Custom Record Mexico SAT Customs Unit Code Full Mexico Foreign Trade
Custom Record Mexico SAT Incoterms Full Mexico Foreign Trade
Custom Record Mexico SAT Item Code Full Mexico Localization
Custom Record Mexico SAT Reason for Transfer Full Mexico Foreign Trade
Custom Record Mexico SAT Tariff Item Code Full Mexico Foreign Trade
Custom Record Mexico SAT Unit Code Full Mexico Localization
Custom Record Mexico SAT Villages Full Mexico Foreign Trade
Custom Record Operators Full Mexico Bill of Lading
Custom Record Payment Aggregation Edit Electronic Bank Payments
Custom Record Payment Batch Edit Electronic Bank Payments
Custom Record Payment File Administration Edit Electronic Bank Payments
Custom Record Payment File Format Edit Electronic Bank Payments
Custom Record Payment File Template Request Edit Electronic Bank Payments
Custom Record Payment Schedule Edit Electronic Bank Payments
Custom Record Routes Full Mexico Bill of Lading
Lists Cardholder Authentication View Core

Events
Lists CRM Groups Full SuiteApprovals

Log

Reporting Framework
Lists Departments Full SuiteApprovals
Lists Employees Full SuiteApprovals

CONTROLLER
Lists Perform Search Full Mexico

Lists Subsidiaries Full Mexico

Lists Subsidiary Tax Registrations Full Mexico Localization

Tab
Lists Tax Details Tab Full Mexico Localization
Lists Tax Records Full Tax Reporting Framework
Lists Track Messages View Electronic Bank Payments
Setup Analytics Administrator Full Mexico Deferred Taxes
Setup Custom Fields Full Mexico Bill of Lading,Tax

Reporting Framework
Setup Custom Record Types Edit Item 360 Dashboard,Mexico

Bill of Lading
Setup Other Custom Fields Edit Tax Reporting Framework

Executions
Setup Set Up Company Full Mexico Localization,Tax

Reporting Framework
Setup Subsidiary Settings Manager Full Mexico Localization
Transactions Credit Memo View Electronic Bank Payments
Transactions Customer Deposit View Electronic Bank Payments
Transactions Customer Payment View Electronic Bank Payments
Transactions Customer Refund View Electronic Bank Payments
Transactions Fulfill Orders Full Mexico Bill of Lading
Transactions Invoice View Electronic Bank Payments

CONTROLLER
Transactions Item Fulfillment Full Mexico Bill of Lading
Transactions Mexico Deferred Taxes Full Mexico Deferred Taxes
Transactions Period End Journals Full Mexico Localization
Transactions Vendor Bill Approval Full Core
EXECUTIVE
Custom Record Cash 360 Account Full Cash 360 Dashboard
Custom Record Cash 360 Account Category Full Cash 360 Dashboard
Custom Record E-Document Audit Trail View Electronic Invoicing
Custom Record E-Document Conversion Batch View Electronic Invoicing
Custom Record E-Document Sending Batch View Electronic Invoicing
Custom Record E-Document Sending Methods View Electronic Invoicing
Custom Record E-Document Template Validator View Electronic Invoicing
Custom Record E-Document Templates View Electronic Invoicing
Custom Record Inbound E-Documents View Electronic Invoicing

Accounts Mapping
Custom Record Mexico Mapping View Mexico Localization
Custom Record Mexico SAT Customs Unit Code View Mexico Foreign Trade
Custom Record Mexico SAT Item Code View Mexico Localization
Custom Record Mexico SAT Unit Code View Mexico Localization

Log


EXECUTIVE
Reporting Framework
Lists Perform Search Full Mexico

Lists Subsidiaries Full Mexico

Lists Subsidiary Tax Registrations View Mexico Localization

Tab

Reporting Framework

Executions

Reporting Framework
INVENTORY MANAGER
Custom Record Federal Road Transport Full Mexico Bill of Lading

INVENTORY MANAGER
Mapping
Custom Record Item 360 Access Full Item 360 Dashboard
Custom Record Item 360 Criteria Configuration Full Item 360 Dashboard
Custom Record Item 360 Criteria Grid Full Item 360 Dashboard
Task Summary
Custom Record Operators Full Mexico Bill of Lading
Custom Record Routes Full Mexico Bill of Lading
Lists Custom Record Entries Edit Electronic Bank

Reporting Framework
Lists Lead Conversion Edit Mexico Localization


INVENTORY MANAGER

Tab
Setup Custom Fields Edit Mexico Bill of Lading,Tax

Reporting Framework
Setup Custom Record Types Edit Item 360 Dashboard,Mexico

Bill of Lading
Setup Lead Conversion Mapping Edit Mexico Localization
Setup Publish Dashboards None Core

Reporting Framework
Transactions Fulfill Orders Full Mexico Bill of Lading
Transactions Item Fulfillment Full Mexico Bill of Lading
PURCHASING
Custom Record Item 360 Access Edit Item 360 Dashboard
Custom Record Item 360 Criteria Configuration Edit Item 360 Dashboard
Custom Record Item 360 Criteria Grid View Item 360 Dashboard
Custom Record Mexico SAT Customs Unit Code View Mexico Foreign Trade

PURCHASING
Reporting Framework


Tab

Reporting Framework
Setup Custom Record Types View Item 360 Dashboard,Mexico

Bill of Lading

Reporting Framework
SALES
Custom Record E-Document Audit Trail View Electronic Invoicing
Custom Record E-Document Conversion Batch View Electronic Invoicing
Custom Record E-Document Sending Batch View Electronic Invoicing
Custom Record E-Document Sending Methods View Electronic Invoicing
Custom Record E-Document Template Validator View Electronic Invoicing
Custom Record E-Document Templates View Electronic Invoicing

SALES
Mapping
Custom Record Inbound E-Documents View Electronic Invoicing
Custom Record Item 360 Access Edit Item 360 Dashboard
Custom Record Item 360 Criteria Configuration Edit Item 360 Dashboard
Custom Record Item 360 Criteria Grid View Item 360 Dashboard
Task Summary

Reporting Framework
Lists Lead Conversion Full Mexico Localization


Tab

SALES

Reporting Framework
Setup Custom Record Types View Item 360 Dashboard,Mexico

Bill of Lading
Setup Lead Conversion Mapping Full Mexico Localization

Reporting Framework
Center Tab Setup
Center Tab Assignment

This edition is delivered with custom Center Tabs. Share the custom Center Tabs with the newly created
Customer roles by following the steps below.
In the Administrator role navigate to Customization > Centers and Tabs > Center Tabs
1. Edit each custom Center Tab and include the appropriate newly created roles as listed in the Role and
Center Tab Mapping below

2. Click "Save"
The screenshots above are just an example of the center tab screens and do not show the edition specific
center or roles, use the table for those details
Role and Center Tab Mapping
CENTER TAB CENTER TYPE ROLES NOTES
A/P Accounting Center [Customer] - Controller Adjust for Custom Roles
A/P Accounting Center [Customer] - A/P Adjust for Custom Roles

Analyst
A/R Accounting Center [Customer] - Controller Adjust for Custom Roles
A/R Accounting Center [Customer] - A/R Adjust for Custom Roles

Analyst
Administration and Classic Center Administrator No Modification is needed.

Controls Center Tab Access Set for
All
Administration and Accounting Center [Customer] - Controller Adjust for Custom Roles
Controls
Board Metrics Executive Center [Customer] - Executive Adjust for Custom Roles
Payments Accounting Center [Customer] - Controller Adjust for Custom Roles
Payments Accounting Center [Customer] - A/P Adjust for Custom Roles

Analyst
Sales Audit Accounting Center [Customer] - Controller Adjust for Custom Roles
Script Deployments
This edition is delivered with the following SuiteApps.

SuiteApprovals
Mexico Localization
Electronic Bank Payments
Mexico Complementary Features
Mexico Deferred Taxes
Mexico Foreign Trade
Grant access to the script deployments below for the Customer roles; more roles may be given access following
the personalization session with the customer.
In the Administrator Role, navigate to Customization > Scripting > Script Deployments
1. Click Edit on each of the following Script deployments

2. On the Audience tab, select the “Customer” Custom role(s) from the table below
3. Change “Execute as” as required
4. Click "Save"
SCRIPT DEPLOYMENT ID EXECUTE AS AUDIENCE RELATED TO SUITEAPP
customdeploy_7716_payment_n Administrator N/A Electronic Bank Payments

otification_s
customdeploy_9997_eft_file_ Administrator N/A Electronic Bank Payments

generation
customdeploy_9997_eft_pay Administrator N/A Electronic Bank Payments

ment_ue
customdeploy_edoc_dashboar Administrator [Customer] - A/P Electronic Invoicing

d_pt Analyst
[Customer] - A/R
Analyst
Administrator
customdeploy_edoc_ue_inbo Administrator [Customer] - A/P Electronic Invoicing

und Analyst
[Customer] - A/R
Analyst
Administrator
customdeploy_ei_inbound_fo Administrator [Customer] - A/P Electronic Invoicing

rm_su Analyst
[Customer] - A/R

Analyst
Administrator
customdeploy_ei_outbound_f Administrator [Customer] - A/P Electronic Invoicing

orm_su Analyst
[Customer] - A/R
Analyst
Administrator
customdeploy_mcf_cs_cash_s Administrator Administrator Mexico Complementary

ale [Customer] - Controller Features
customdeploy_mcf_cs_fv_cash Administrator Administrator Mexico Complementary

sale [Customer] - Controller Features
customdeploy_mcf_cs_fv_che Administrator Administrator Mexico Complementary

ck [Customer] - Controller Features
customdeploy_mcf_cs_fv_con Administrator Administrator Mexico Complementary

tact [Customer] - Controller Features
customdeploy_mcf_cs_fv_cre Administrator Administrator Mexico Complementary

ditmemo [Customer] - Controller Features
customdeploy_mcf_cs_fv_cus Administrator Administrator Mexico Complementary

tomer [Customer] - Controller Features
customdeploy_mcf_cs_fv_cu Administrator Administrator Mexico Complementary

stomerpayment [Customer] - Controller Features
customdeploy_mcf_cs_fv_emp Administrator Administrator Mexico Complementary

loyee [Customer] - Controller Features
customdeploy_mcf_cs_fv_exp Administrator Administrator Mexico Complementary

ensereport [Customer] - Controller Features
customdeploy_mcf_cs_fv_invo Administrator Administrator Mexico Complementary

ice [Customer] - Controller Features
customdeploy_mcf_cs_fv_item Administrator Administrator Mexico Complementary

fulfillment [Customer] - Controller Features
customdeploy_mcf_cs_fv_lea Administrator Administrator Mexico Complementary

d [Customer] - Controller Features
customdeploy_mcf_cs_fv_par Administrator Administrator Mexico Complementary

tner [Customer] - Controller Features
customdeploy_mcf_cs_fv_pro Administrator Administrator Mexico Complementary

spect [Customer] - Controller Features
customdeploy_mcf_cs_fv_pur Administrator Administrator Mexico Complementary

chaseorder [Customer] - Controller Features
customdeploy_mcf_cs_fv_sale Administrator Administrator Mexico Complementary

sorders [Customer] - Controller Features
customdeploy_mcf_cs_fv_ven Administrator Administrator Mexico Complementary

dor [Customer] - Controller Features
customdeploy_mcf_cs_fv_vend Administrator Administrator Mexico Complementary

orbill [Customer] - Controller Features
customdeploy_mcf_cs_fv_vend Administrator Administrator Mexico Complementary

orcredit [Customer] - Controller Features
customdeploy_mcf_cs_fv_ve Administrator Administrator Mexico Complementary

ndorpayment [Customer] - Controller Features
customdeploy_mcf_cs_invoice Administrator Administrator Mexico Complementary

[Customer] - Controller Features
customdeploy_mcf_cs_item Administrator Administrator Mexico Complementary

customdeploy_mcf_cs_sic_assb Administrator Administrator Mexico Complementary

ly_billofmat [Customer] - Controller Features
customdeploy_mcf_cs_sic_gift_ Administrator Administrator Mexico Complementary

certificat [Customer] - Controller Features
customdeploy_mcf_cs_sic_inv Administrator Administrator Mexico Complementary

entory [Customer] - Controller Features

entory_lot [Customer] - Controller Features

entory_ser [Customer] - Controller Features

customdeploy_mcf_cs_sic_kit Administrator Administrator Mexico Complementary

customdeploy_mcf_cs_sic_lo Administrator Administrator Mexico Complementary

tnumbassem [Customer] - Controller Features
customdeploy_mcf_cs_sic_oth Administrator Administrator Mexico Complementary

er_charge [Customer] - Controller Features
customdeploy_mcf_cs_sic_ser Administrator Administrator Mexico Complementary

ialassam [Customer] - Controller Features
customdeploy_mcf_cs_sic_ser Administrator Administrator Mexico Complementary

vice [Customer] - Controller Features
customdeploy_mdt_sl_mappi Administrator [Customer] - A/R Mexico Deferred Taxes

ng Analyst
Administrator
customdeploy_mft_cs_cashsa N/A [Customer] - A/R Mexico Foreign Trade

le Analyst
Administrator
[Customer] - Inventory
Manager
[Customer] - Sales
customdeploy_mft_cs_cashsal N/A [Customer] - A/R Mexico Foreign Trade

e_loc Analyst
Administrator
Manager
[Customer] - Sales
customdeploy_mft_cs_ft_acc N/A [Customer] - A/R Mexico Foreign Trade

ount_mapping Analyst
Administrator
Manager
[Customer] - Sales

customdeploy_mft_cs_if N/A [Customer] - A/R Mexico Foreign Trade

Analyst
Administrator
Manager
[Customer] - Sales
customdeploy_mft_cs_invoice N/A [Customer] - A/R Mexico Foreign Trade

Analyst
Administrator
Manager
[Customer] - Sales
customdeploy_mft_cs_invoice N/A [Customer] - A/R Mexico Foreign Trade

_loc Analyst
Administrator
Manager
[Customer] - Sales
customdeploy_mft_cs_inv_adj N/A [Customer] - A/R Mexico Foreign Trade

ustment_loc Analyst
Administrator
Manager
[Customer] - Sales
customdeploy_mft_cs_itemfulf N/A [Customer] - A/R Mexico Foreign Trade

illment_loc Analyst
Administrator
Manager
[Customer] - Sales
customdeploy_mft_cs_itemrec N/A [Customer] - A/R Mexico Foreign Trade

eipt_loc Analyst

Administrator
Manager
[Customer] - Sales
customdeploy_mft_cs_salesor N/A [Customer] - A/R Mexico Foreign Trade

der_loc Analyst
Administrator
Manager
[Customer] - Sales
customdeploy_mft_cs_sat_cuc N/A [Customer] - A/R Mexico Foreign Trade

_cashsale Analyst
Administrator
Manager
[Customer] - Sales

_invoice Analyst
Administrator
Manager
[Customer] - Sales

_itemff Analyst
Administrator
Manager
[Customer] - Sales
customdeploy_mft_cs_sat_tar N/A [Customer] - A/R Mexico Foreign Trade

iff_item_code Analyst
Administrator

Manager
[Customer] - Sales
customdeploy_mft_cs_so N/A [Customer] - A/R Mexico Foreign Trade

Analyst
Administrator
Manager
[Customer] - Sales
customdeploy_mft_ue_ft_acc Administrator [Customer] - A/R Mexico Foreign Trade

ount_mapping Analyst
Administrator
Manager
[Customer] - Sales
customdeploy_mx_sl_mapper Administrator Administrator Mexico Localization

customdeploy_sas_su_approva Administrator Administrator SuiteApprovals

lrule [Customer] - Controller
customdeploy_sas_su_approval Administrator Administrator SuiteApprovals

rule_list [Customer] - Controller
customdeploy_sas_su_approva Administrator Administrator SuiteApprovals

l_delegation [Customer] - Controller
customdeploy_sas_su_appr_ru Administrator N/A SuiteApprovals

le_assistant
Form Creation
This edition comes with delivered custom forms. Customize the forms as required by the Customer following
the steps below.
In the Administrator role, navigate to Customization > Forms > Entry or Transaction Forms
1. Open the existing SuiteSuccess form by selecting “Customize”

2. Click the “Save As” button to create the new form

3. Click "Save and Edit" by selecting the arrow next to "Save"
4. Change the name of the form
5. Click "Save"
Customizing the SuiteSuccess provided form will preserve the original form. Ensure to mark any new
forms as “Preferred”.
FORM TYPE GLOBAL - FORM NAME [CUSTOMER] - FORM NAME
Entry Form FF STD - Lead [Customer] - Lead
Transaction Form FF STD - Bank Deposit [Customer] - Bank Deposit
Transaction Form FF STD - Bill Payment [Customer] - Bill Payment
Transaction Form FF STD - Cash Refund [Customer] - Cash Refund
Transaction Form FF STD - Check [Customer] - Check
Transaction Form FF STD - Credit Card Charge [Customer] - Credit Card Charge
Transaction Form FF STD - Customer Refund [Customer] - Customer Refund
Transaction Form FF STD - Estimate [Customer] - Estimate
Transaction Form FF STD - Inventory Adjustment [Customer] - Inventory Adjustment
Transaction Form FF STD - Inventory Transfer [Customer] - Inventory Transfer
Transaction Form FF STD - Inventory Worksheet [Customer] - Inventory Worksheet
Transaction Form FF STD - Item Receipt [Customer] - Item Receipt
Transaction Form FF STD - Opportunity [Customer] - Opportunity
Transaction Form FF STD - Purchase Order [Customer] - Purchase Order
Transaction Form FF STD - Return Authorization [Customer] - Return Authorization
Transaction Form FF STD - Transfer Order [Customer] - Transfer Order
Transaction Form FF STD - Vendor Bill [Customer] - Vendor Bill
Transaction Form FF STD - Vendor Credit [Customer] - Vendor Credit
Transaction Form FF STD - Vendor Return Authorization [Customer] - Vendor Return

Authorization
Form Translation

Form Names are delivered in English. Below are the steps to translate the form name to the target language of
the edition.
Set Preferred Language
In the Administrator role navigate to Home > Set preferences
1. In the General tab, in the section localization, identify the field Language
2. Set the Default Language
3. Click "Save"
In the Administrator role Navigate to Customization > Forms > Entry Forms/Transaction Forms
Identify the "Customer" custom forms
1. Click Edit
2. Identify the field “Name”
3. Change the name to the Default language name based on the table below
4. Click "Save"
NOTE: The above set of steps should be performed for all forms
FORM TYPE GLOBAL - FORM NAME LATIN AMERICAN SPANISH - FORM

NAME
Entry Form FF STD - Lead [Customer] - Cliente potencial
Transaction Form FF STD - Bank Deposit [Customer] - Depósito de banco
Transaction Form FF STD - Bill Payment [Customer] - Pago de factura
Transaction Form FF STD - Cash Refund [Customer] - Reembolso en efectivo
Transaction Form FF STD - Check [Customer] - Cheque
Transaction Form FF STD - Credit Card Charge [Customer] - Carga de tarjeta de

crédito
Transaction Form FF STD - Customer Refund [Customer] - Reembolso al cliente
Transaction Form FF STD - Estimate [Customer] - Estimación
Transaction Form FF STD - Inventory Adjustment [Customer] - Ajuste de inventario
Transaction Form FF STD - Inventory Transfer [Customer] - Traslado de inventario
Transaction Form FF STD - Inventory Worksheet [Customer] - Hoja de trabajo de

inventario
Transaction Form FF STD - Item Receipt [Customer] - Recepción de artículos

FORM TYPE GLOBAL - FORM NAME LATIN AMERICAN SPANISH - FORM
NAME
Transaction Form FF STD - Opportunity [Customer] - Oportunidad
Transaction Form FF STD - Purchase Order [Customer] - Orden de compra
Transaction Form FF STD - Return Authorization [Customer] - Autorización de

devolución
Transaction Form FF STD - Transfer Order [Customer] - Orden de traslado
Transaction Form FF STD - Vendor Bill [Customer] - Factura de proveedor
Transaction Form FF STD - Vendor Credit [Customer] - Crédito del proveedor
Transaction Form FF STD - Vendor Return Authorization [Customer] - Autorización de

devolución al proveedor
General Preference Update
Update the following general preferences to align with regional requirements:
In the Administrator Role Navigate to Setup > Company > General Preferences
1. Ensure the following preferences are set as indicated below

2. Click "Save"
SETTING VALUE
Date Format DD/MM/YYYY
First Day of Week Sunday
Long Date Format DD Month YYYY
Number Format 1.000.000,00
Accounting Preferences
In the Administrator role, navigate to Setup > Accounting > Accounting Preferences
1. Update the Accounting Preferences based on the following table:
SETUP TAB SETTING VALUE
Time & Expenses Combine Detail Items on Disable

Expense Reports

2. Click Save
Form Field Update
This edition is delivered with Custom fields that are required to be added and/or moved to the [Customer]
Forms edit each of the forms listed below and make the appropriate changes.
In the Administrator Role Navigate to Customization > Forms > (Entry Forms OR Transaction Forms)
1. Select “Edit” to modify the form
Add Fields
1. Navigate to the appropriate Subtab, then Sublist

2. Select “Show” for each field listed.
Move Fields
1. Move the field(s) to the appropriate field group as indicated by the table below
2. Click "Save"
Save Form
1. Once all of the changes for a particular form are made, save the form.
Entry Forms

CHANGE
Lead Show Fields E-Document E-Document

Package
Lead Show Fields E-Document Generate PDF
Lead Show Fields E-Document Template and

Sending
Method Auto-
selection
Lead Show Fields Main RFC
Lead Show Fields Main SAT Industry

Type
Transaction Forms

CHANGE
Bill Payment Show Screen Fields Main For Electronic

Bank Payment
Cash Refund Show Screen Fields E-Document E-Document

Template

Status

Template Inline
Help

Sending
Method
Cash Refund Show Screen Fields E-Document Generate PDF
Cash Refund Show Screen Fields E-Document Generated PDF
Cash Refund Show Screen Fields E-Document Generated E-

Document
Cash Refund Show Screen Fields E-Document Certified E-

Document

Digital
Signature Label
Check Show Screen Fields E-Document E-Document

Template

Status

Template Inline
Help

Sending
Method

CHANGE
Check Show Screen Fields E-Document Generate PDF
Check Show Screen Fields E-Document Generated PDF
Check Show Screen Fields E-Document Generated E-

Document
Check Show Screen Fields E-Document Certified E-

Document

Digital
Signature Label
Credit Card Show Screen Fields E-Document E-Document

Charge Template

Charge Status

Charge Template Inline
Help

Charge Sending
Method
Credit Card Show Screen Fields E-Document Generate PDF

Charge
Credit Card Show Screen Fields E-Document Generated PDF

Charge
Credit Card Show Screen Fields E-Document Generated E-

Charge Document
Credit Card Show Screen Fields E-Document Certified E-

Charge Document

Charge Digital
Signature Label
Customer Show Screen Fields E-Document E-Document

CHANGE
Refund Template

Refund Status

Refund Template Inline
Help

Refund Sending
Method
Customer Show Screen Fields E-Document Generate PDF

Refund
Customer Show Screen Fields E-Document Generated PDF

Refund
Customer Show Screen Fields E-Document Generated E-

Refund Document
Customer Show Screen Fields E-Document Certified E-

Refund Document

Refund Digital
Signature Label
Customer Show Screen Fields Refund Method For Electronic

Refund Bank Payment
(Direct Debit)
Estimate Show Screen Fields E-Document E-Document

Template

Status

Template Inline
Help

Sending

CHANGE
Method
Estimate Show Screen Fields E-Document Generate PDF
Estimate Show Screen Fields E-Document Generated PDF
Estimate Show Screen Fields E-Document Generated E-

Document
Estimate Show Screen Fields E-Document Certified E-

Document

Digital
Signature Label
Purchase Show Screen Fields E-Document E-Document

Order Template

Order Status

Order Template Inline
Help

Order Sending
Method
Purchase Show Screen Fields E-Document Generate PDF

Order
Purchase Show Screen Fields E-Document Generated PDF

Order
Purchase Show Screen Fields E-Document Generated E-

Order Document
Purchase Show Screen Fields E-Document Certified E-

Order Document

Order Digital
Signature Label

CHANGE
Purchase Show Screen Fields E-Document PDF File

Order Reference
Purchase Show Screen Fields E-Document Inbound E-

Order Document
Transfer Order Show Screen Fields E-Document E-Document

Template

Status

Template Inline
Help

Sending
Method
Transfer Order Show Screen Fields E-Document Generate PDF
Transfer Order Show Screen Fields E-Document Generated PDF
Transfer Order Show Screen Fields E-Document Generated E-

Document
Transfer Order Show Screen Fields E-Document Certified E-

Document

Digital
Signature Label
Vendor Bill Show Screen Fields E-Document E-Document

Template

Status

Template Inline
Help

CHANGE
Sending
Method
Vendor Bill Show Screen Fields E-Document Generate PDF
Vendor Bill Show Screen Fields E-Document Generated PDF
Vendor Bill Show Screen Fields E-Document Generated E-

Document
Vendor Bill Show Screen Fields E-Document Certified E-

Document

Digital
Signature Label
Vendor Bill Show Screen Fields EFT Preferred Entity

Bank
Vendor Bill Show Screen Fields Main For Electronic

Bank Payment
Vendor Bill Show Screen Fields Main Vendor Bank

Fees
Vendor Bill Show Screen Fields Operation Type
Vendor Bill Show Screen Fields Customer RFC
Vendor Bill Show Screen Fields UUID Received
Vendor Credit Show Screen Fields E-Document E-Document

Template

Status

Template Inline
Help

Sending
Method

CHANGE
Vendor Credit Show Screen Fields E-Document Generate PDF
Vendor Credit Show Screen Fields E-Document Generated PDF
Vendor Credit Show Screen Fields E-Document Generated E-

Document
Vendor Credit Show Screen Fields E-Document Certified E-

Document

Digital
Signature Label
Vendor Credit Show Screen Fields E-Document PDF File

Reference
Vendor Credit Show Screen Fields E-Document Inbound E-

Document
Vendor Return Show Screen Fields E-Document E-Document

Authorization Template

Authorization Status

Authorization Template Inline
Help

Authorization Sending
Method
Vendor Return Show Screen Fields E-Document Generate PDF

Authorization
Vendor Return Show Screen Fields E-Document Generated PDF

Authorization
Vendor Return Show Screen Fields E-Document Generated E-

Authorization Document
Vendor Return Show Screen Fields E-Document Certified E-


CHANGE

Authorization Digital
Signature Label
Vendor Return Show Screen Fields E-Document PDF File

Authorization Reference
Vendor Return Show Screen Fields E-Document Inbound E-

Plug-Ins
This edition comes delivered with custom Plug-Ins. Activate (Release) SuiteSuccess delivered Plug-Ins as
required by the customer by following the steps below.
In the Administrator role navigate to Customization > Plug-Ins > Manage Plug-ins
1. Check the box for the Plug-In(s) to be enabled

2. Click "Save"
SuiteTax Plug-ins Instructions

After the installation of the SuiteTax Engine and SuiteTax Data Records bundle, configure the SuiteTax Plug-
in. Select the SuiteTax Engine in the Tax Calculation row.
Mexico Foreign Trade Plug-ins Instructions

After the installation of the Localization Assistant and Mexico Foreign Trade SuiteApps, configure the
Localization Assistant Plug-in. Select the MFT LRC Plug In IMPL in the LRC Field Manager row.

Inbound Email Capture Plug-in Instructions
The Electronic Invoicing SuiteApps comes with an inbound email capture plug-in that must be enabled.
Electronic Invoicing Authentication
For a successful generation of E-Document, manual sending of E-Document and sending of E-Document for
certification, follow the steps below for the following roles:
FF STD - Controller
FF STD - Inventory Manager
FF STD - Sales
1. Locate the delivered FF STD role

2. Click Edit
3. Mark the below checkboxes as seen below
4. Click “Save”

Saved Search Creation and Updates
This edition is delivered with saved search(es) which must be duplicated and updated with customer specific
criteria obtained during the personalization sessions by following the steps below.
Tax, Amortization, Interest and Depreciation Expense
Create [Customer] Saved Searches
In the Administrator role perform a global search for each Saved Search above
1. Click "Edit"
2. Update the search to include the [Customer] name
3. Navigate to the "Save" button
4. From the dropdown list click "Save As"
During the personalization session the customer specific criteria will be added.
KPI Scorecard Update
This edition is delivered with KPI Scorecards that require modification. Edit the listed KPI Scorecards as follows.
In the Administrator role navigate to the Customization > Centers and Tabs > KPI Scorecards > Select the
indicated KPI Scorecard
1. Select Edit
2. Make the appropriate Change as indicated below
3. Save the KPI Scorecard without changing the name (this ensures the Scorecard remains on existing
dashboards)
KPI SCORECARD TYPE OF CHANGE KPI TO CHANGE CHANGE
Expenses Modify Custom KPI "Tax, Amortization, Replace with: "Customer -

Interest and Tax, Amortization, Interest
Depreciation expense" and Depreciation expense"
Financials Modify Custom KPI "Tax, Amortization, Replace with: "Customer -


KPI SCORECARD TYPE OF CHANGE KPI TO CHANGE CHANGE
Financials Overview Modify Custom KPI "Tax, Amortization, Replace with: "Customer -
Next Steps
Once all the steps in the APPENDIX have been completed, go to Section 7 to finalize the
implementation of the edition


Deployment Guide - Mexico - Financials First - STD - EN

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SuiteSuccess

Mexico Financials First Standard

Last Mile Solutions Team

Initial Document Issue

2 SUITESUCCESS Mexico Financials First Standard | Deployment Guide | Version 1.244.0

Enable Features Terms of Service (TOS) 7

SuiteApps Request Process 8

Company Account Language Setup 10

User Language and Preference Setup 10

5. Edition SuiteApps Installation 11

Update General Preferences 12

Bundle Deployment Wizard Process 19

Bundle Deployment Wizard Prerequisites 20

Running the Bundle Deployment Wizard 20

8. Additional Edition Setup 22

Rename Roles from SuiteSuccess Bundles 22

Dashboard Layout Update (Optional) 30

Tax Reporting Framework 31

Configuring Mexico Financial Reports 32

Mexico Localization Components 33

Mexico Bill of Lading SuiteApp 34

3 SUITESUCCESS Mexico Financials First Standard | Deployment Guide | Version 1.244.0

Financial Workbooks Workflows 39

Bundle Folder Cleanup (File Cabinet Update) 39

Remove Publish Dashboard Permission 40

9. Uninstall the Bundle Deployment Wizard 42

10. Requires Customer Input 43

Saved Search Updates 43

Shipping Preferences Setup 44

Mexico-specific Company and Currency Setup 44

4 SUITESUCCESS Mexico Financials First Standard | Deployment Guide | Version 1.244.0

STEP DESCRIPTION COMPLETION

4. Complete Setup Pre-Requisites Overview of the process and key pre- 1h

6. Run Bundle Deployment Wizard Bundle Deployment Wizard process 1h

Key Steps for a Successful Implementation

5 SUITESUCCESS Mexico Financials First Standard | Deployment Guide | Version 1.244.0

Oracle|NetSuite Employees and Implementation Partners

Implementation partners access NSCorp via the APC role in NSCorp

NetSuite Support Community

6 SUITESUCCESS Mexico Financials First Standard | Deployment Guide | Version 1.244.0

Enable Features Terms of Service (TOS)

Requires Customer Input

FEATURE SETUP TAB NOTES

SuiteTax Tax Please note that this feature cannot be

Marketing Automation CRM Applicable only if this feature is used

Mail Merge CRM Applicable only if this feature is used

Website Web Presence Must enable this feature to enable SuiteTax

Item Options SuiteCloud

Custom Records SuiteCloud

7 SUITESUCCESS Mexico Financials First Standard | Deployment Guide | Version 1.244.0

Advanced PDF/HTML Templates SuiteCloud Required by Electronic Bank Payments

Remove Personal Information SuiteCloud

Client SuiteScript SuiteCloud

Server SuiteScript SuiteCloud

Custom GL Lines SuiteCloud

Custom Transactions SuiteCloud Required for Mexico Deferred Taxes

Custom Segments SuiteCloud

SOAP Web Services SuiteCloud

SuiteCloud Development Framework SuiteCloud