SAT Interface OE Invoices Report overview

System Administrator > SA Reports > SAIOE

Function acronym: SAIOE

Use this report to submit Sales Order (OE) invoices to the Tax Administration Service (SAT) of the Mexican government through Pegaso. You can use this report to validate and track sales invoices electronically and comply with Mexican regulations.

You can run the SAT Interface OE Invoices report to ensure that sales invoices generated in CloudSuite Distribution are formatted and transferred to SAT, based on your business and tax compliance requirements. This process helps businesses comply with Mexican e-invoicing (CFDI) regulations.

Each invoice, submitted through this report is processed and stored in CloudSuite Distribution in the SAT Transaction Center screen. The report ensures that all required data is included and formatted according to SAT requirements.

You can select the stages of sales orders to be included in the report. Orders in Shipped or later stages can only be included. The report output displays the processed sales orders along with errors and warning messages.

Limitations:
  • Orders cannot be resent after a valid SAT UUID is assigned by SAT.
  • Supports orders with normal lines or return lines only.
  • Whole Order Discounts are prorated across all order lines when sent to Pegaso.
  • For Counter Sales (CS) with multiple payment types, the SAT Interface selects the payment type with the highest tendered amount, because Pegaso supports only one media code per order.
Note: The SAT Interface OE Invoices Report screen is displayed only if the Enable Mexican Localization Interface check box is selected on the SA Administrator Options - Integration - Mexican Localization screen and the Mexican Localization interface is enabled.