SA Administrator Options - Integrations - Mexican Localization overview

System Administrator > Administration > Administrator Options > Integrations > Mexican Localization

Use this page to configure Mexican Localization in CloudSuite Distribution and integrate with Pegaso (Estela), a third-party authorized certificate provider (PAC) that validates transactions for Tax Administration Service (SAT) of the Mexican government.

Pegaso integration ensures compliance with Mexican tax regulations by enabling electronic communication between CloudSuite Distribution and Tax Administration Service (SAT) of the Mexican government.

Pegaso facilitates the exchange of transaction data between CloudSuite Distribution and SAT for:
  • Sales Order (OE) invoices: Running the SAT Interface OE Invoices report submits the OE transactions to the PAC for sales orders from the Sales Order Entry screen.
  • Warehouse Transfer (WT) pick tickets: Running the SAT Interface WT Pick Tickets report submits the WT transactions to the PAC for warehouse transfer orders from the Warehouse Transfer Entry screen.
  • Accounts Receivable (AR) payments: Running the SAT Interface AR Payments report submits the AR transactions to the PAC for AR payments from the Customer Cash Receipt Entry screen.
Responses from Pegaso are stored in CloudSuite Distribution on the SAT Transaction Centre screen.
This integration uses these SX.API calls:
  • sxapiOEFullOrderMntV6
  • sxapisfoeordertotloadv4
  • sxapiOEOrderChange
  • sxapiSRReceivePO
Limitations:
  • OE invoices:
    • Orders containing normal lines or return lines are supported.
    • Whole Order Discounts are prorated across all order lines when sent to Pegaso.
    • In case of Counter Sales (CS) with multiple Payment Types, SAT interface selects the payment type with the highest tendered amount, because Pegaso supports only one media code per order.
  • WT pick tickets:
    • The Carta Porte message type is used, which is applicable only for transfers within Mexico.
    • Transactions are limited to moving inventory across Mexican warehouses.
  • AR payments:
    • Settlement discounts within the Customer Cash Receipt Entry screen are not supported.
    • Payment reversals are not supported that is, incorrect payments cannot be undone or canceled on the SAT Transaction Center screen.
    • If a user applies a second payment to the same invoice, the amounts reported to SAT can be overstated.
    • Cash on Delivery (COD) and Miscellaneous Cash transactions are not supported by SAT fields.
The Mexican Localization information is printed on these reports:
  • SA Table Values Report (SARTT)
  • IC Warehouse Descriptions Master List Report (ICRMD)
  • IC Product Master List Report (ICRMP)
  • AR Customer Master List Report (ARRMC)
  • AR Ship To Master List Report (ARRMS)
  • OE Order Master List Report (OERM)
  • CR Master Bank List Report (CRRM)

You must configure access to the Pegaso API to enable this integration, which ensures businesses in Mexico are compliant with SAT tax regulations.