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document compliance

México Electronic Invoice: CFDI 4.0 Update is on the Horizon

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Mexico Electronic Invoice: it is expected that from 2022 the CFDI 4.0 will enter into force, so it is speculated that Annex 20 will undergo some changes, in addition to the following adjustments:
  • Changing the sequence of related CFDIs.
  • Inclusion of new catalogs.  
  • Precision of descriptions from nodes to attributes.
  • Modification of the CFDI cancellation service.
  • Implementation of version 2.0 of the Payment Complement, where some attributes will be included and removed.

Origen’s experts on México Electronic Invoice are analyzing the first information available about the changes that are coming on the regulations and how to keep your SAP Document and Reporting Compliance solution for electronic invoice and payment complement for Mexico up-to-date and ready for when these regulations go into effect.

Is expected that SAP will make the adjustments to support Mexico’s electronic invoicing solution within the Document and Reporting Compliance framework once the new Annex 20 version 4.0 is published by SAT.

Once more information is available, we will update our blog with additional details about legislation impact, SAP solution readiness, and other relevant topics around the CFDI 4.0. version

For LATAM companies running SAP ECC or S/4HANA, Origen’s experience around the Document and Reporting Compliance offering can help to use a single SAP Platform for LATAM for e-invoicing and other electronic documents like withholding certificate, delivery note, payment complement, etc.

Click on the link below to learn more about México Electronic Invoice:

https://origentech.com/sap-document-compliance-edocument/

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Argentina electronic invoice reference for Debit and Credit memos

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Related to Decrees 4540/2019 and 4701/2020, after some extensions in the statutory enforcement, finally from mid-2021  the new regime for issuing credit and / or debit notes comes into effect.

In Argentina, electronic invoice Debit and Credit memos are used to rectify invoices related to return of the delivered merchandise or errors in the value or quantity of the goods or services invoiced.

The main changes in the issuance of credit and / or debit notes that come into effect are:

electronic invoice
  • Credit / Debit notes may only be issued by those who generated the original invoices for the operation.
  • Credit / Debit notes must indicate in their header the number of invoices or equivalent associated documents or the period to which they adjust, referencing the commercial data consigned or linked to the original invoice.

Origen electronic billing solution in SAP Document and Reporting Compliance for Argentina can issue credit and debit notes electronically generated from SD or Finance with the new requirements demanded by the AFIP.

These are the regulations in scope for Argentina Document and Reporting Compliance for e-invoice solution:

  • RG2485 for domestic scenarios of sales in Argentina sends document header information to AFIP. Documents with print character A and B containing CAE number and ODN (Official Document Number).
  • RG2758 for export sales in Argentina. Documents with print character E containing CAE number and ODN.
  • RG2904 for domestic scenarios of sales in Argentina. It sends document header and line-item information to AFIP. Documents with print character A and B containing CAE number and ODN.
  • Electronic credit invoice MiPyMes (FCE).

The communication on the solution happens between SAP ERP or S/4 and AFIP website via SAP Cloud platform. Documents are sent to AFIP for CAE approval and their approval from AFIP return to SAP.

For Argentina companies running SAP ECC or S/4HANA, Origen’s Argentina electronic invoice solution on SAP Document and Reporting Compliance offering can help to comply with AFIP mandates about electronic invoice and the use of a single SAP Platform for LATAM e-invoicing and other electronic documents.

Click on the link below to learn more about electronic invoice:

Argentina (electronic invoicing) Document and Reporting Compliance by Origen Technologies Now Available on SAP® Store

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Argentina (electronic invoicing) Document and Reporting Compliance by Origen Technologies Now Available on SAP® Store

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By integrating with both SAP ERP and SAP S/4HANA®, the Argentina Electronic Invoicing Solution from Origen Technologies delivers a country variant of the global SAP Document and Reporting Compliance framework developed by SAP. 

Origen Technologies announced today that its Argentina Document and Reporting Compliance Solution centered on the electronic invoicing functionality is now available on SAP® Store, the online marketplace for SAP and partner offerings.

electronic invoicing

“Today we are proud to announce that based on our in-depth expertise within the compliance and localization space and in support of SAP global solutions, we have been able to build this solution to comply with the electronic invoicing requirements in Argentina. This is another statement of our commitment to support clients with their statutory needs in the region in our role as an SAP partner.”
Carlos Ochoa – Director Business Development & Presales

Benefits of the solution:

• Built-in functionality and extensibility resources to support e-invoicing requirements, like the global SAP Document and Reporting Compliance solution currently available for Colombia, Chile, Mexico, Peru, and Brazil
• Includes updates to reflect frequent legal changes in Argentina
• Global coverage: Integration with SAP technology on a single platform, reduces effort to maintain multiple interfaces with third-party software. Adoption of best practices from Origen based on the company’s expertise and focus on delivering electronic invoicing solutions for multinational companies with operations in Latin America

Regulations in scope for Origen’s Argentina Document and Reporting Compliance electronic invoicing solution:

• RG2485 for domestic scenarios of sales in Argentina, sends document header information to AFIP (Argentinian Federal Administration of Public Revenue), and documents with print character A and B containing CAE number and ODN (Official Document Number)
• RG2758 for export sales in Argentina, documents with print character E containing CAE number and ODN
• RG2904 for domestic scenarios of sales in Argentina, sends document header and line-item information to AFIP, documents with print character A and B containing CAE number and ODN
• Electronic credit invoice MiPyMes (FCE).
SAP Store, found at store.sap.com, delivers a simplified and connected digital customer experience for finding, trying, buying, and renewing more than 1,800 solutions from SAP and its partners. There, customers can find the SAP solutions and SAP-validated solutions they need to grow their business and for each purchase made through the SAP Store, SAP will plant a tree.

Origen Technologies is a partner in the SAP PartnerEdge program. As such, it is empowered to develop, market, and sell software applications that supplement and build on SAP software and technology. Built on SAP Document and Reporting Compliance and integrated with SAP ERP and SAP S/4HANA® using SAP Integration Suite and/or SAP Extension Suite, Argentina Document Compliance allows customers to become intelligent enterprises.

Click here to access the SAP Store: Argentina Electronic Invoice within SAP Document Complianc

Check here the demo video: https://youtu.be/Cp6Rmth7zJE

Talk to us!

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Chile document compliance

Convergent Invoicing: Chile Document Compliance

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Convergent invoicing is when a company consolidates all product and service invoices into one invoice.

This includes sales items, services, financing, and more.

SAP BRIM (SAP Billing and Revenue Innovation Management) is the SAP solution that create such kind of invoices  with SAP Convergent Invoicing, posting these documents in SAP Customer financial Management (FI-CA). SAP BRIM, previously known as SAP Hybris Billing, is a comprehensive solution for high-volume consumption businesses. 

SAP BRIM (SAP Billing and Revenue Innovation Management) is the one responsible for invoice by Convergent Invoicing, and posts in FI-CA.  SAP BRIM, previously known as SAP Hybris Billing, is a comprehensive solution for high-volume consumption businesses. 

convergent invoicing

SAP BRIM is a modular solution that enables various flexible consumption models, designed to optimize the business lifecycle processes of design, sales, delivery, and billing.   

The SAP S/4HANA system enables you to create Convergent Invoicing documents. In addition, Electronic Tributary Documents (DTE) are automatically created for these documents which can be sent to the Chilean tax authorities, Service de Impuestos Internos (SII) via the eDocument cockpit from SAP Document Compliance solution, the innovative SAP solution addressing electronic invoicing requirements.  

Prerequisites:

To enable this process for Chile you must use the following SAP solutions:

  • SAP Convergent Invoicing
  • SAP Document Compliance, Chile

For LATAM companies running SAP ECC or S/4HANA, Origen’s Document Compliance offering can help to use a single SAP Platform for LATAM for e-invoicing and other electronic documents like withholding certificate, delivery note, payment complement, etc.

Convergent Invoicing: Chile Document Compliance Read More »

Document compliance

Latin America: SAP Document Compliance for Electronic Invoicing

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Document Compliance for Electronic Invoicing for Latin America – SAP Document Compliance is the best suited solution for the exchange of electronic documents from SAP ERP & S/4. Its holistic, secure, and integrated approach helps companies stay compliant safely, globally, and at affordable costs.
Latin America

This SAP functionality supports electronic invoicing requirements in LATAM countries, such as Colombia, Chile, Mexico, Peru, Brazil, and Argentina. These are the key benefits:

End-to-End solution

  • Full integration with ERP or S/4
  • Maintenance of legal changes across all components in one place

Simplified implementation

  • Pre-packaged content and integration flows by country
  • Common architecture across countries and processes

Simplified operations

  • One user interface
  • One platform / monitor
  • One provider
  • Business monitoring and error handling from ERP or S/4

Document Compliance is a solution integrated with the SAP backend.

Origen’s implementing experience in SAP Document Compliance can help end companies running SAP ECC or S/4HANA with Latin American operations to use a single SAP Platform.  Extremely useful for e-invoicing, withholding certificates, delivery notes, payment complement, and other electronic documents.

Click on the link below to know more:

Know More

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get to know Focused Build

Migration to SAP S/4HANA: Get to know Focused Build

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SAP has several initiatives and tools to organize and facilitate the migration to SAP S/4HANA. The image below gives us an overview of them:

Focused Build

Solution Manager is one of the options provided by SAP that can help you transition to S/4HANA. Focused Build is a Solution Manager add-on that provides features and methods that innovate and accelerate the migration path.

Focused Build

What is included in Focused Build? Check it out below:

Focused Build

Learn more about Focused Build through the link: https://support.sap.com/en/alm/focused-build.html

Click here to know more about SAP S/4HANA SOLaaS: https://origentech.com/solaas-solution-as-a-service

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Localization SAP Mexico

Mexico SAP Localization: Electronic Accounting Fiscal Data input entry automatization

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SAP Localization: For companies that operate in Mexico, SAP has a standard solution as part of the localization available for the country template to comply with SAT requirements about Electronic Accounting that addresses the need of generating electronic accounting reports.

According to the regulation, all companies that operate in Mexico must provide through a “Tax Mailbox”, the following accounting information:

  1. Chart of Account: must be provided once and updated every time an account is added/deleted or changed.
  2. Balances (beginning balance, period postings: credit/debits, end balance) of all accounts: need to be generated monthly.
  3. Journal Entries (type, accounts, amount, taxes…), only required if the government requests it (for audit).
  4.  Auxiliary Accounting.

Regarding the Journal Entries XML files, the report to generate the file for the Journal Entries is part of the SAP solution.

Part of the data needed to generate this XML file, in case of income or expense Journal Entries, is the CFDI information: “UUID” (e-invoice approval number provided by SAT), the “RFC” (Tax Number of the issuer of the e-invoice) and the amount.

The UUID is a 36-char data and in order to be able to enter this information, the header texts need to be defined:

On the topic of UUID in Sales & Distribution and in Finance Accounts Receivables and Payables: the RFC will be stored in a specific header text.

SAP localization

UUIDs – or unique identifying codes – are what allows tax authorities to track every single taxpayer document and verify VAT payments and credits based on the original source documents. 

The report will look for the UUID, RFC and amounts in the defined fields.  

After years of experience working on implementations and support for companies in Mexico, we have observed the need to complement this process with automation and provide a matching tool with update logic to capture the Fiscal Data from the XML source containing the UUID and its integration in SAP records to the use this information on Journal entries report as part of electronic accounting requirements.

SAP Localization – Example of scenarios that we have automated for the Fiscal Data input entry

The Origen automation solution and SAP Localization for Mexico Electronic Accounting includes the adoption of a cockpit console that will provide the tools to handle the requirements from SAT for the Electronic Accounting reporting for Mexico.

Our approach is structured using SAP ECC or S/4 with SAP standard solution offering and the additional functionality to automate the UUID entry information input in SAP on the records.

Mexico SAP Localization: Electronic Accounting Fiscal Data input entry automatization Read More »

Peru electronic invoice

Peru electronic invoice keep your solution updated!

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SUNAT is changing the XML almost monthly, so there are many new SAP notes on Peru electronic invoice to implement to keep your solution updated.
Peru electronic invoice

It is known that SUNAT have determined the mandatory use of the new UBL 2.1 version in electronic invoice from September 2019, but this is just an example.

What is the UBL Format? the UBL (Universal Business Language) format is intended to simplify the automation of financial information exchange using XML.

The types of documents that must have this new UBL 2.1 format are invoices, Boletas, credit and debit notes. This change will improve the quality of information and have a better order in the market.

These are some examples of the corrections and enhancements released by SAP in the last two years just for Peru electronic invoice – Document Compliance solution:

  • Filling billing document reference in Boletas Summary.
  • Withholding and collection tax certificate AIF mapping corrections.
  • Change for UBL 2.1 Payment Terms.
  • Proxy changes to enable Invoice solution for UBL 2.1.
  • UBL 2.1 mapping corrections for eDocuments.
  • Reading incorrect reference date for FI void documents.
  • Full screen XML display in eDocument Cockpit.
  • eInvoice and Boletas Summary Exception Handling

Also, now customers are using online boletas, summarized are also supported but people do not like it because the error handling in the summary is very difficult.

The latest XLS from SUNAT with requirements and validations is here (June 2021):

For LATAM companies running SAP ECC or S/4HANA, Origen’s Document Compliance offering can help to use a single SAP Platform for LATAM for e-invoicing and other electronic documents like withholding certificate, delivery note, payment complement, etc.

Know more about Peru electronic invoice: click here.

Peru electronic invoice keep your solution updated! Read More »

SAP GTS

SAP GTS Advantages and Benefits

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SAP (GTS) Global Trade Services is a solution that allows companies to support and define import and export trade processes in SAP ERP. It reduces the time and costs of complying with global trade regulations and provides visibility into the supply chain while goods are in transit, which helps to resolve issues that can impede goods from clearing customs in a timely manner.

So, what are the main advantages and benefits of SAP GTS?

  • Origen’s expertise in foreign trade for global companies.
  • Ability to integrate SAP GTS with the main SAP solutions specific for localizing LATAM countries.
  • Origen Technologies is an official “Service Partner” of SAP America, which allows you to stay tuned with SAP’s best practices and innovations to meet the needs of all countries in the Americas.
  • Senior consulting team with communication fluent in English, Spanish and Portuguese.
  • Handle country specific requirements such as Siscomex integration for Brazil or Mexico’s IMMEX Maquiladora program, Anexo 24, etc.

What benefits can you get with SAP GTS?

  • Reduction of tax exposure and risk of fines.
  • Native integration of GTS with ECC and S/4HANA.
  • Standard features and extensibility features to meet the requirements of several countries.
  • Eliminate the headache of dealing with interfaces between SAP and specific regional non-SAP systems, interacting with different suppliers, communication challenges and competing agendas.
  • Global coverage: SAP GTS running as a single platform to manage business processes worldwide, reducing the effort to maintain interfaces with third party software.

Click on the below link to find out how Origen can help you to implement SAP GTS on your company:

https://origentech.com//service/sap-gts/

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Colombia e-invoice

Colombia DIAN Resolution: e-invoice reminder

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Colombia DIAN Resolution 12 (e-invoice): Technical Annex 1.8 will become mandatory shortly

Starting on August 1st, 2021, Colombia DIAN Resolution 12 will become mandatory.

COLOMBIA DIAN

The mentioned resolution develops different topics that will impact your electronic invoice process, among others the following:

  • Inclusion of the Digital Signature in the Attached Document.
  • Changes in validation rules.
  • New fields within the XML, related to the Invoice.
What do you need to do before August 1st?

After the initial analysis of your team, your SAP Document Compliance solution for electronic invoice in use in Colombia needs to be updated to comply with the changes in validation rules and new fields for the XML as described on DIAN Resolution 12.

AIF can be used for the mapping to the format required by the tax authority mapping to comply Technical Annex 1.8. 

The mapping for the electronic invoice solution for Colombia can be done in the Application Interface Framework (AIF). When AIF is used, SAP Notes with the update for the new Legal request must be implemented.

Additional information

This is about adjustments in the regulation of the electronic invoicing: Electronic Support Document, changes on validations / new field and regulation for email to send the invoice to Customers.

These changes were introduced for resolution 000012, published this year by DIAN.

The mentioned resolution develops different topics, among others the following: 

  • Inclusion of the digital signature in the attached document
  • Business address of the acquirer on export invoices is not required.
  • Elimination of requirement related to accumulated report, defined in resolution 42 – art. 11 – numeral 6.
  • Modification in the definition of the prefixes used in the invoice numbering.
  • Inclusion of version 1.8 of the technical annex, which incorporates, among others, the following modifications:
    • Changes in validation rules
    • Incorporation of new fields within the XML – related to the invoice as security.
    • Specification of new fields within the XML – for specific sectors: health, transportation, meat, exchange professionals, fiduciary, and notary

Our team specialist in SAP Document compliance for LATAM can help you to implement this update on time and avoid issues and delays next month with the approvals of the electronic invoices with Colombia DIAN.

For LATAM companies running SAP ECC or S/4HANA, Origen’s Document Compliance offering can help to use a single SAP Platform for LATAM for e-invoicing and other electronic documents like withholding certificate, delivery note, payment complement, etc.

Colombia DIAN Resolution: e-invoice reminder Read More »

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