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Configure electronic invoice parameters for Costa Rica

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This article explains how to configure the information that's required to generate the electronic invoice XML for Costa Rica.

Prerequisites

Before you complete the procedure in this article, the following prerequisites must be met:

  • The country/region-specific Latin American (LATAM) feature for Costa Rica and the general LATAM feature must be enabled.
  • The company address must be set to Costa Rica.

Configuration required for Costa Rican electronic invoices

  1. Go to Organization administration > Setup > LATAM > Tax application, and select New to create a tax application record that has the code CRFE (Costa Rican electronic invoice). Use this tax application record to assign the fiscal codification to each element in Microsoft Dynamics 365 Finance as required.

  2. Go to Organization administration > Organizations > Legal entities, and follow these steps:

    1. Select the legal entity that you want to work with.
    2. In the LATAM section, in the Concept 1 field, add the activity code. The field label Concept 1 can be changed in the Concepts and notes configuration.
    3. In the Country identification number field, enter the company ID number.

  3. Go to Organization administration > Setup > LATAM > Document class, and follow these steps for each record in the list:

    1. Select the record, and then select Tax application.
    2. On the Tax application page, in the Tax application id field, enter the ID that's used for Costa Rican electronic invoicing.
    3. In the Tax application code field, enter the code according to the Costa Rican normative.
    4. In the User defined 2 field, enter the status code of the electronic document code (normal situation, contingency, or without internet).

  4. Go to Organization administration > Setup > LATAM > Sales point prefix, and follow these steps for each record in the list:

    1. Select the record, and then select Tax application.
    2. On the Tax application page, in the Tax application id field, enter the ID that's used for Costa Rican electronic invoicing.
    3. In the Tax application code field, enter the branch/subsidiary code. Each prefix field on the Sales point prefix page should be an emission point according to the invoicing rules for Costa Rica.

  5. Go to Organization administration > Setup > LATAM > Tax ID type, and follow these steps for each record in the list:

    1. Select the record, and then select Tax application.
    2. On the Tax application page, in the Tax application id field, enter the code that's used for Costa Rican electronic invoicing.
    3. In the Tax application code field, enter the code according to the Costa Rican normative.

  6. Go to Organization administration > Global address book > Addresses > Address setup. For each record that has an address in Costa Rica, assign the tax codes for Costa Rican states, counties, and cities.

  7. Go to Accounts receivable > Payments setup > Methods of payment, and follow these steps for each record in the list:

    1. Select the record, and then select Tax application.
    2. On the Tax application page, in the Tax code field, enter the code according to the Costa Rican normative.

  8. Go to Accounts receivable > Payments setup > Terms of payment, and follow these steps for each record in the list:

    1. Select the record, and then select Tax application.
    2. On the Tax application page, in the Tax code field, enter the code according to the Costa Rican normative.

  9. Go to Product information management > Products > Released products, and follow these steps for each record in the list:

    1. Select the record, and then select Tax application.
    2. On the Tax application page, in the Tax code field, enter the code according to the Costa Rican normative.

  10. Go to Organization administration > Setup > Units > Units, and follow these steps for each record in the list:

    1. Select the record, and then select Tax application.
    2. On the Tax application page, in the Tax code field, enter the code according to the Costa Rican normative.

  11. Go to Tax > Indirect taxes > Sales tax > Sales tax codes, and follow these steps for each record in the list:

    1. Select the record, and then select Tax application.
    2. On the Tax application page, in the Tax application id field, select the ID that's used for Costa Rican electronic invoicing.
    3. In the Income tax code field, enter the code that identifies the tax according to the Costa Rican normative.
    4. In the Code regime field, enter the code that identifies the tax rate according to the Costa Rican normative.

  12. Go to General ledger > Currencies > Currencies, and follow these steps for each record in the list:

    1. Select the record, and then select Tax application.
    2. On the Tax application page, in the Tax code field, enter the code according to the Costa Rican normative.

After you complete these steps, you can issue electronic invoices from free text invoices, sales orders, and projects.