Direct electronic sales invoicing

Electronic invoice solutions must include vendor inbox to customer inbox. Both parties must use the same software or standard format to exchange electronic messages. Alternatively, they can both use a third-party service provider or the vendor can send the e-invoice to the customer through a government or tax authority portal.

Reliable audit trails for paper and electronic invoices are required for authenticity of origin, integrity of content, and legibility of invoices.

Mexico specifics

Comprobante Fiscal Digital por Internet (CFDI) is a required format for electronic invoicing in Mexico. CFDI is set by the Mexico Servicio de Administración Tributaria (SAT). It is designed to improve integrity,security, reliability, and ease of invoicing. CFDI requires these components:

  • The commodity code must be updated for the items that are used in orders or billing. The commodity code is also referred to as Mexico product code or SAT code.
  • The UUID is a unique electronic number used by CFDI and CFD that represents the electronic invoice in Mexico. It is provided by the SAT authority.

How Infor meets this requirement

Clients can create billing invoices using customer orders or direct billing invoices. Localization integration only works if the invoices are created with line items in FSM.

When you release the billing invoice, the FSM_ION_SyncInvoice_Outbound BOD is triggered and results in these outcomes:
  • The corresponding invoice record in Localization Services Platform (LSP) is created.
  • The status of the invoice is Unreleased.
  • A Waiting for PrcoessInvoice BOD message is displayed.
You cannot change the details of the invoice. The FSM_ION_ProcessInvoice_Inbound BOD is received from LSP and the statuses are displayed in the BOD, such as Forwarded, Failed, Rejected, Sent, or System Error.

This list shows the scenarios that are included:

  • Direct Billing Invoice - Invoice Type
  • Direct Billing Invoice - Credit Memo
  • Customer Order (CO) based Invoice - Invoice
  • Customer Order (CO) Return
This table shows the Localization Services Platform (LSP) setup to test this requirement:
Field Values
Default E-invoice Type CFDI Sales eInvoicing 4.0
Tax Code Translation MX0%, MX8%, and MX16%
Payment Method Translation CHK

The CFDI invoice format is supported. Mexico - Electronic Sales Invoicing subscription is a requirement. To set up LSP for integration, you must set up AE and Gateway Connectivity. You must also specify default codes, contact masters, invoice translations with tax codes, and payment methods. Exports are not currently supported for LSP integration.

See BODs for the BOD to use to generate the vendor payment file.

See Performing the e-invoicing flow.

See Infor Localization Services Platform User Guide.