Create customer and vendor records with an address in Costa Rica
The Costa Rican customer and vendor configuration contains the fiscal information that's required by the fiscal authorities. The configuration also includes a reference to the document classes that can be used in transactions with customers and vendors.
Prerequisites
Before you create records for customers and vendors who are located in Costa Rica, the following setup must be completed:
- Address formats that are specific to Costa Rica. These formats must use states for regions, counties for provinces, and cities for communes.
- Tax codes for the value-added tax (VAT) that will be used (VAT general rate, exempt, and so on).
- Sales tax groups that contain the tax codes that were created.
- Item sales tax groups that contain the tax codes that were created.
- Document classes to use with customer and vendor invoices, credit notes, debit notes, and packing slips. For more information, see Configure sales and purchase invoices for Costa Rica.
- A customer and vendor set that contains all the document classes that will be used.
- A tax ID for each type of tax identification that your customers and suppliers have.
- A taxpayer type for each type of taxpayer that your customers and suppliers have.
Create a record for a customer in Costa Rica
Go to Accounts receivable > Customers > All customers, and select New.
In the Type field, select Organization.
In the Customer group field, select a local group.
In the Address section, select New, and provide a name for the address.
In the Country/region field, select Costa Rica.
Enter the street and street number.
Select a state, county, and city, and mark the address as primary.
In the Contact information section, select New to create a record for the company phone number.
In the Sales demographic section, set the currency to CRC (Costa Rican colon).
Configure the terms of payments and the invoice account.
Set the delivery terms, mode of delivery, and delivery reason.
Select a sales tax group that contains all the tax codes that can have transactions with this customer.
In the LATAM section, enter the following information:
- In the Customer set field, select a set that contains the document classes to use with the customer.
- In the Taxpayer type field, select a taxpayer that represents an organization. For example, select persona juridica.
- In the Based in country/region field, slect Costa Rica.
- In the Country document type field, select a tax ID type. For example, select CJ (cedula juridica).
- Complete the Country document number field with the customer's tax ID number.
Create a record for a vendor in Costa Rica
Go to Accounts payable > Vendors > All vendors, and select New.
In the Type field, select Organization.
In the Vendor group field, select a local group.
In the Address section, select New, and provide a name for the address.
In the Country/region field, select Costa Rica.
Enter the street and street number.
Select a state, county, and city, and mark the address as primary.
In the Contact information section, select New to create a record for the company phone number.
In the Sales demographic section, set the currency to CRC.
Configure the terms of payments and the invoice account.
Set the delivery terms, mode of delivery, and delivery reason.
Select a sales tax group that contains all the tax codes that can have transactions with this vendor.
In the LATAM section, enter the following information:
- In the Vendor set field, select a set that contains the document classes to use with the vendor.
- In the Taxpayer type fields, select a taxpayer that represents the organization. For example, select persona juridica.
- In the Based in country/region field, select Costa Rica.
- In the Country document type field, select a tax ID type. For example, select CJ.
- Complete the Country document number field with the vendor's tax ID number.