Changes to standard SyteLine processing with the Mexico Country Pack

These standard forms have changes when the country pack is enabled:

• Certain types of shipping transactions are modified, so that all shipments are assigned Pro Forma invoice numbers after they are processed.
• One Pro Forma invoice is equivalent to one standard invoice. There is a one-to-one correspondence.
• A/R Posted Transactions Detail form: The Pro Forma Invoice and Document Approval Stamp fields are available.
• CFDI Report form: This form, which is available only when the Mexico Country Pack is enabled, is used to print the CFDI (digital tax receipt) information.
• Customer Orders form: The Prepaid Amount field and the three Discount fields are disabled. In Mexico, discounts, allowances and charges are not allowed to be applied on the order header.
• Invoice Debit and Credit Memo Sequences form: The Type field has additional options for Pro Forma invoice, debit memo and credit memo.
• Invoices, Debit and Credit Memos form: The Send Invoice BOD button is added so you can manually generate an Invoice BOD when a manual invoice, debit memo or credit memo is created. The Pro Forma Invoice Number field is added, as well as a Mexico tab that shows the information returned from LSP about the invoice. For manual invoices, you must specify the HTS Code on this tab.
  Note: In SyteLine it is possible to generate a credit or debit memo without attaching a related invoice. However, this is not a correct procedure in Mexico SAT processing. You should include the related invoice number.
• Invoices, Debit and Credit Memo G/L Distributions form: The fields in this form are locked when an invoice is marked as In Process or is already registered.
• Order Invoicing/Credit Memo form: The Invoice Date field is disabled when the Mexico Country Pack is enabled.
• Order Shipping form: An additional button opens the Pro Forma Invoices, Debit and Credit Memos form. Also, when you click Process, a message is displayed in this form with the Pro Forma invoice or credit memo number that is generated. The Transaction Date field is updated after processing. Negative shipments are not allowed when the Mexico Country Pack is enabled.
• Order Shipments form: a Pro Forma Invoice field is used to link shipment records with Pro Forma invoices.
• Print Price Adjustment Invoice form: When you click Process, the MXInvoice BOD is sent to LSP (the standard Invoice BOD is not sent) and then the CFDI is printed when the information is returned from LSP.
• Pro Forma Invoices, Debit and Credit Memos form: This form, which is only available when the Mexico Country Pack is enabled, is used to trigger the generation of the MXInvoice BOD after a shipment.
• RMA Credit Memo form: When you click Process, the MXInvoice BOD is sent to LSP. The CFDI paperwork must be printed when the information is returned from LSP.
• Ship Confirmation form: Only shipments that are ready to ship and that have a Pro Forma invoice are shown in the grid.
• Shipment Pro Forma Invoice Report form: A Mexico (MX) version of the Pro Forma invoice report is generated when this report is printed.
• Unship Shipment form: This form is not available when the Mexico Country Pack is enabled.

These standard processes are not currently supported for Mexico because they do not align with government regulation:

• Auto PO-CO
• Consolidated Invoicing
• Create from Packing Slip
• Create from Shipment
• Delivery Orders
• Invoice Builder
• Progressive Billing Invoices
• Projects and Project Shipping:
• Shipping Processing Orders
• Shipment Approval
• Transfer Orders
• Vendor Shipping