Generating the CFDI report

Use the CFDI Report form to generate the CFDI paperwork, including the Universally Unique Identifier (UUID), that must accompany invoiced shipments in Mexico.

This form is available only when the Mexico Country Pack is enabled.

  1. Open the CFDI Report form.
  2. Specify the range of Pro Forma invoice numbers or invoice dates for which you want to generate CFDI paperwork.
  3. Specify the logical folder that is associated with XMLs in the Document Management app, usually IDM_XML.
    This logical folder is predefined. You must have the appropriate authorization to access the folder, in order to specify or change the folder name here. See the SyteLine Integration Guide for Infor Localization Services for information about configuring the file server and logical folder to work with Document Management XML files.

    The CFDI XML, which is stored in Document Management by the LSP app, must be read to generate the CFDI Report PDF in SyteLine.

  4. Optionally, select Display Report Headers to show the headers on the first page of the report and list the parameters by which you generated the report.
  5. Click Preview to view the report in a browser, or click Print to generate it as a PDF or send it to a printer.

The report includes a two-dimensional QR barcode, containing this data:

  • URL of the access to the service that can display the public version of the receipt data
  • Number of the receipt (UUID)
  • Issuer RFC
  • Receiver RFC
  • Receipt total
  • Last eight characters of the CFDI issuer´s digital stamp
Related topics