SAT Transaction Center overview

System Administrator > Administration > SAT Transaction Center

Function acronym: SATTRANS

Use this page to view and manage transaction data submitted to the Tax Administration Service (SAT) of the Mexican government through Pegaso. This screen helps businesses to be compliant with Mexican regulations, by tracking e-invoicing, tax reporting, and warehouse transfers required by SAT. The transaction records include Sales Order (OE) invoices, Warehouse Transfer (WT) pick tickets, and Accounts Receivable (AR) payments, sent from CloudSuite Distribution.
Note: The SAT Transaction Center 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.

Search

You can use the Search panel to filter the grid results based on these fields:
  • Record Type: The type of SAT transaction. Possible values:
    • OE Invoice
    • AR Payment
    • WT Pick Ticket
    Based on the selected record type, you can drill the records to view the details on these screens:
    • SAT Transaction Center - Order Invoice Details
    • SAT Transaction Center - AR Payment Details
    • SAT Transaction Center - Warehouse Transfer Details
  • Order #, Journal #, Set #, Customer #, Check #, Warehouse Transfer #: A specific number for an order, journal, customer, or a warehouse transfer order.
    Note: 
    • These fields are displayed based on the value selected in the Record Type field.
    • If you specify a value in these fields, the Include Sent and Include Unprocessed? fields are displayed.
  • Status: The status of the transaction records. Possible values:
    • Error
    • In Process
    • Error and In Process
    Note: Error and In Process is the default status.
  • Record Limit: The number of records to be displayed. The default value is 500.
The Additional Search window enables you to filter the grid based on these fields:
  • Status Type: The additional status types, such as Sent and Inactive.
  • Dates: The date range during which the transactions are submitted to SAT.