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A country-specific update is available for Mexican CFDI packing slip in Microsoft Dynamics 365 for Operations

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Summary

This article describes a country-specific update for Mexico of CFDI packing slip layout version 3.3 in Microsoft Dynamics 365 for Operations.

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Overview

CFDI packing slip (Traslado) previously known as Carta de Porte, is an electronic document (CFDI) in which is declared all goods when are transported from one site to other site and is required by the carrier to protect the goods.

Microsoft Dynamics AX supports the generation of CFDI packing slip document from the following entries points:

  • Sales order -> Packing slip for customers. 
  • Transfer order -> Shipped from different sites. Transfers between the same site will not go to generate a CFDI packing slip, since this requirement is mandatory when the goods are transferred between different locations.

In addition to this, users will be able to execute the following actions when the CFDI packing slip is issued and approved by the PAC:

  • Manually cancel CFDI packing slip.
  • View and Export an XML file generated.
  • Print a pdf version of CFDI packing slip.
  • Send e-mail of printable version of CFDI packing slip.

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Introduction

Electronic invoice parameters

If your organization applies the generation of CFDI packing slip, you need to enable CFDI electronic invoice under Organization administration > Setup > Einvoice > Electronic invoice parameters.

Customer master data

You can specify the generation of CFDI packing slip from customer form.

  1. Account receivables > Customers > All customers and select the customer;
  2. Invoice and delivery > Electronic invoice;
  3. Mark and unmark Enable CFDI Packing slip. This option is defaulted in Sales order > Pack and Pick > Packing slip.

Sales order packing slip

CFDI packing slip document is generated from the sales order by executing the following steps:

  1. Create a Sales order and confirm;
  2. Pick and Pack > Packing slip;
  3. Enable CFDI checkbox to generate a CFDI packing slip;
  4. Press OK to confirm the generation of packing slip;
  5. Request the digital stamp in Account receivables > Periodic > CFDI - Electronic invoice > Export/Import electronic invoice process, to issue the CFDI packing slip XML to PAC service provider;
  6. Inquire the status of CFDI packing slip on Account receivables > Inquire > Journals > CFDI (electronic invoice);
  7. Check the status of CFDI packing slip in the Packing slip tab;

  8. View, email, export, or print a CFDI packing slip. The printed CFDI packing slip includes two-dimensional bar code in accordance with the format of QR Code (Quick Response Code) that is described in the standard ISO/IEC18004.

Note Foreign trade complement CFDI packing slip is not supported in this feature. This functionality is supported in CFDI invoice for Foreign trade.

Transfer orders

CFDI packing slip document for items in transit from specific site to another site is generated by executing the following steps:

  1. Inventory management > Periodic > Transfer orders;
  2. Create a transfer order and select the warehouse from and warehouse to;
  3. Introduce the related items and the quantity to ship;
  4. Post > Ship transfer;
  5. Edit lines to select the shipment;
  6. Mark Enable CFDI to generate CFDI packing slip document.

Note CFDI packing slip documents are only generated from Transfers orders between different sites. This means that if the warehouse from and warehouse to belong to the same site, the Enable CFDI checkbox remains as disable because CFDI packing slip is not mandatory between same sites.

  1. Request the digital stamp in Account receivables > Periodic > CFDI - Electronic invoice > Export/Import electronic invoice process, to issue the CFDI packing slip XML to PAC service provider;
  2. Inquire the status of CFDI packing slip on Account receivables > Inquire > Journals > CFDI (electronic invoice);
  3. Check the status of CFDI packing slip in the Transfer order tab;

  4. View, email, export, or print a CFDI packing slip. The printed CFDI packing slip includes two-dimensional bar code in accordance with the format of QR Code (Quick Response Code) that is described in the standard ISO/IEC18004.

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Hotfix information

This update is available for manual download and installation from the Microsoft Download Center.

Note You can refer to the above link and download the related hotfix.

Prerequisites

You must have one of the following products installed to apply this hotfix:

  • Microsoft Dynamics 365 for Operations

Restart requirement

You must restart the Application Object Server (AOS) service after you apply the hotfix.

If you are encountering an issue downloading, installing this hotfix, or have other technical support questions, contact your partner or, if enrolled in a support plan directly with Microsoft, you can contact technical support for Microsoft Dynamics and create a new support request. To do this, visit the following Microsoft website:

https://mbs.microsoft.com/support/newstart.aspx

You can also contact technical support for Microsoft Dynamics by phone using these links for country specific phone numbers. To do this, visit one of the following Microsoft websites:

Partners

https://mbs.microsoft.com/partnersource/resources/support/supportinformation/Global+Support+Contacts

Customers

https://mbs.microsoft.com/customersource/northamerica/help/help/contactus

In special cases, charges that are ordinarily incurred for support calls may be canceled if a Technical Support Professional for Microsoft Dynamics and related products determines that a specific update will resolve your problem. The usual support costs will apply to any additional support questions and issues that do not qualify for the specific update in question.

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Note This is a "FAST PUBLISH" article created directly from within the Microsoft support organization. The information contained here in is provided as-is in response to emerging issues. As a result of the speed in making it available, the materials may include typographical errors and may be revised at any time without notice. See Terms of Use for other considerations.

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Keywords: kbexpertiseinter, kbexpertisebeginner, kbexpertiseadvance, kbmbsquickpub, kbmbsmigrate, kbmbspartner, kbnoloc, CFDI packing slip, kbsurveynew, kbqfe

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Article Info
Article ID : 4085997
Revision : 3
Created on : 3/7/2018
Published on : 3/8/2018
Exists online : False
Views : 500