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The following country specific update for Mexico addresses the generation of CFDI invoice 3.3 for foreign customers with the related complement of foreign trade.
The changes in the hotfix enable the update for the generation of CFDI foreign trade complement for Microsoft Dynamics 365 for Operations in Mexico localization.
SAT published according with the articles 36 and 36-A, fraction II, a letter of the Ley Aduanera, in relation with the rules 3.1.34 y 3.1.35, of General Rules of Foreign Trade for 2017.
CFDI invoice with foreign trade complement will be mandatory for the contributors that export goods and services with pedimento key A1. The complement includes relevant information about foreign trade business as type of operation, emisor, receptor or the recipient of goods and other descriptions.
If your organization issue electronic invoices for foreign trade business (CFDI), enable the following information in the CFDI foreign trade area of the Electronic invoice parameters:
The following changes are introduced as part of generation of CFDI foreign trade complement:
As part of foreign trade complement version 1. , the tax authority has introduced new catalogs that are addressed in Microsoft Dynamics in the following way:
|
SAT Catalogs |
Microsoft Dynamics AX mapping |
|
cINCOTERM |
Organization administration > Setup > Einvoice > SAT classifications > Incoterm, to introduce the list of incoterm classification defined by the government. The user will be able to introduce the following information: SAT code classification, description, version effective and expiration date. Once the list is created or updated, the user will be able to map the related classification in the following master data:
|
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cTipoOperation |
Only available value is Exportacion (Export) and it's selected from Einvoice parameters.
|
|
Brand |
Product Information Management > Setup >Brand, to introduce the brand code. The user will be able to introduce the following information: brand code and description. |
|
cFraccionArancelaria |
Organization administration > Setup > Einvoice > SAT Classifications > Tariff fraction to introduce the list of tariff fraction classification defined by the government. The user will be able to introduce the following information: SAT code classification, description, version effective and expiration date.
Once the list is created or updated, the user will be able to select the tariff fraction at the line level in the following entry points:
|
|
cUnidadAduana |
Organization administration > Setup > Einvoice > SAT Classifications > Customs unit of measure, to introduce the list custom unit of measure classification defined by the government. The user will be able to introduce the following information: SAT code classification, description, version effective and expiration date. Once the list is created or updated, the user will be able to select the custom unit of measure at the line level in the following entry points:
|
Note: Microsoft Dynamics AX does not validate the rules established by the government in relation of valid values for each type of catalog. For example, cIncoterm values have a list of valid cUnidaAduana values and the generation of CFDI foreign trade complement will not validate the combination of these values.
When you post a sales order, free text invoice, credit note, return order, project invoice, or project sales order as an electronic invoice CFDI layout 3.3, you will be able to generate the foreign trade complement 1.1 by introducing the following information that is required for the generation of this complement.
Sales order header
Note: Registration number and fiscal address fields are used to submit CFDI packing slip with foreign complement. Please refer to CFDI packing slip foreign complement feature.
Line
After you completed all the required information, you need to proceed with the regular process of CFDI 3.3 invoice generation. Please refer to CFDI 3.3 invoice layout feature recently released.
|
Node:ComercioExterior |
Mapping Dynamics AX |
|
Version |
Fixed value 1.1 |
|
Motivo Traslado |
Applicable in CFDI packing slip foreign trade complement feature |
|
Tipo operación |
The values used for this field are expressed in SAT catalog (c_TipoOperacion). Fixed value "02". Export |
|
ClaveDePedimento |
The values used for this field are expressed in SAT catalog (c_Clave Pedimiento). Fixed as A1. since current catalog has A1. |
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CertificadoOrigen |
Source certificate from Sales order or Free text invoice header |
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NumCertificadoOrigen |
Certificate number from Sales order or Free text invoice header |
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NumeroExportadorConfiable |
Not reported since is optional in schema |
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Incoterm |
INCOTERM from Sales order or Free text invoice header. |
|
Subdivision |
Fixed value = “0” |
|
Observaciones |
Not reported since is optional in schema |
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TipoCambioUSD |
The exchange rate used between currency defined in electronic invoice parameters and transaction currency. |
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TotalUSD |
Invoice total amount converted into the USD. This currency is identified in electronic invoice parameters. |
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Nodo: Emisor(company) |
Issuer information |
|
Curp |
Not reported |
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Nodo: Domicilio |
Address |
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Calle |
Street of company address (Primary) |
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NumeroExterior |
Street number of company address (Primary) |
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NumeroInterior |
Build complement of company address (Primary) |
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Colonia |
Not reported since is optional in schema |
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Localidad |
City code of company address (Primary) |
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Referencia |
Not reported since is optional in schema |
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Municipio |
County code of company address (Primary) |
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Estado |
State code of company address (Primary) |
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Pais |
Country code of company address (Primary) |
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CodigoPostal |
ZIP code of company address (Primary) |
|
Nodo: Propietario |
Owner |
|
NumRegIdTrib |
Applicable in CFDI packing slip foreign trade complement feature |
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ResidenciaFiscal |
Applicable in CFDI packing slip foreign trade complement feature |
|
Nodo: Receptor(customer) |
|
|
NumRegIdTrib |
Not reported since is optional in schema |
|
Nodo: Domicilio |
Address |
|
Calle |
Street of the customer address (Primary invoice) |
|
NumeroExterior |
Street number of the customer address (Primary invoice) |
|
NumeroInterior |
Building complement of the customer address (Primary invoice) |
|
Colonia |
Not reported since is optional in schema |
|
Localidad |
City code of customer address (Primary invoice) |
|
Referencia |
Not reported since is optional in schema |
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Municipio |
County code of customer address (Primary invoice) |
|
Estado |
State of customer address (Primary invoice) |
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Pais |
Country of customer address (Primary invoice) |
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CodigoPostal |
Zip code of customer address (Primary invoice) |
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Nodo: Destinatario |
|
|
NumRegIdTrib |
Not reported since is optional in schema |
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Nombre |
Not reported since is optional in schema |
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Nodo: Domicilio |
Address |
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Calle |
Street of the customer address (Delivery) |
|
NumeroExterior |
Street number of the customer address (Delivery) |
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NumeroInterior |
Building complement of the customer address (Delivery) |
|
Colonia |
Not reported since is optional in schema. |
|
Localidad |
City code of customer address (Delivery) |
|
Referencia |
Not reported since is optional in schema |
|
Municipio |
This field must include the Municipio key of the destinatary address. |
|
Estado |
State of customer address (Delivery) |
|
Pais |
Country of customer address (Delivery) |
|
CodigoPostal |
Zip code of customer address (Delivery) |
|
Nodo: Mercancias |
Goods and services |
|
NoIdentificacion |
Serial number |
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FraccionArancelaria |
Tariff fraction introduced in the transaction line |
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CantidadAduana |
Quantity from Sales order line or Free text invoice |
|
UnidadAduana |
Custom unit of measure introduced at line level of Sales order or Free text invoice transaction |
|
ValorUnitarioAduana |
Unit Price introduced at line level of Sales order or Free text invoice transaction. Converted into USD currency and transaction currency. |
|
ValorDolares |
Total amount expressed in USD dollar. Converted into USD currency and transaction currency. |
|
Nodo: DescripcionesEspecificas |
Specific descriptions |
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Marca |
Brand code introduced at line level of Sales order or Free text invoice transaction |
|
Modelo |
Not reported since is optional in schema |
|
SubModelo |
Not reported since is optional in schema |
|
NumeroSerie |
Product serial number from sales order line (serial number - dimension) |
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.
You must have one of the following products installed to apply this hotfix:
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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