A country-specific update is available for Mexican CFDI packing slip in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition

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.