When registering a delivery note or customer invoice in Dynamics 365 F&O, additional information must be provided based on the document class ID when the LATAM localization feature is used for Chile and Colombia in order for the documents to be stamped.

• Delivery Note (Chile):

Additional data, such as shipment ports, type of transfer and transportation types, must be specified by default based on the document class ID. This is essential for issuing delivery notes sent to the Chilean government portal. The following additional information must be included:

• Exceptional Transfer Issuer Code
• Type of Transfer Indicator
• Type of Transportation

• Customer Invoice Generation (Chile and Colombia):

The functionality to automatically register invoices through the standard batch job process must be utilized. Specific additional data is required for each country:

• Local customer invoice: Indicate the type of service, if applicable.
• Foreign or export invoice: Indicate the sales modality, Ports of shipment and Ports of destination.
• Credit/debit notes: Indicate the reference code and document type.

Tax Invoice (Chile and Colombia)

The following fields must be manually completed by the user:

• Tax Invoice for Domestic Customer (Chile): If applicable, indicate the type of service for which the sales invoice is generated.
• Credit Note (Chile and Colombia): Indicate the reference of the document being canceled.
• Export Tax Invoice (Chile): Indicate the type of export and, if applicable, any document to be referenced.
• Debit Note (Chile): Indicate the reference of the document being canceled or corrected.

In all the above cases, the document class ID applicable to the transaction must be indicated, which can be done through the customer/vendor set.

If the company fails to issue invoices to customers in compliance with local government regulations, it may face the following additional business impacts:

• Legal Risks: Potential lawsuits or legal action due to non-compliance.
• Regulatory Restrictions: Suspension of operations or inability to transact with government entities.
• Damage to Reputation: Loss of credibility with clients, suppliers, and stakeholders.
• Disrupted Cash Flow: Delayed revenue collection affects financial stability and investments.
• Loss of Market Share: Clients may switch to competitors that can fulfill regulatory requirements.
• Audit Complications: Increased scrutiny during financial audits and potential challenges in justifying operations.
• Operational Bottlenecks: Manual intervention may slow down other critical business processes.
• High Employee Turnover: Frustration from repetitive manual tasks could lead to workforce dissatisfaction and attrition.
• Missed Growth Opportunities: Reduced ability to expand operations in new regions due to compliance gaps.
• Technology Investment Loss: Existing system investments may become underutilized or require costly adjustments.
• Higher Training Costs: Continuous re-education of staff on evolving manual processes.
• Increased Error Rates: Manual processing inherently carries a higher risk of mistakes, resulting in rejected invoices or corrections.
• Delayed Client Deliverables: Invoicing delays may postpone project or product delivery commitments.