Settings

You can use these options to set up Configuration, Defaults and Master data:

Option Notes
Accounting Entity Maintenance See Accounting Entity Maintenance.
Addenda See Addenda.
Addenda Maintenance See Addenda Maintenance.
Addenda Maintenance Setup See Addenda Maintenance Setup.
AR Customer Receipt Translation Maintenance See AR Customer Receipt Translation Maintenance.
CFDI Cancellation See CFDI Cancellation.
Chart of Accounts Maintenance See Chart of Accounts Maintenance.
Commodity Code/Export Tariff Codes Translation You can use this option to directly translate commodity codes to export tariff codes. This is useful when you only have a few commodity codes in your ERP and you do not require to set them up against every item in Non-stock Maintenance.
Connector Setup You can use this option to modify and select the connector version of your selected service.
Contact Master See Contact Master.
CSV Mapping See CSV Mapping.
Default Codes - CFDI Payments See Default Codes - CFDI Payments.
Default Codes - eInvoicing See Default Codes - eInvoicing.
Default eInvoice Type See Multiple invoices for a service.
Exclude Customer In Output File Generation See Exclude Customer in Output File Generation
File Server See LSP Configuration and Administration Guide.
Foreign Trade Exchange Rate You can use this form to enter the published USD exchange rates for a given day when there are none supplied on your ERP's BOD.
Note: You can use this form to sell to someone in a currency other than USD.

The value used when selling in USD is always the value in the ERP BOD.
Invoice Status Maintenance See Status Maintenance.
Note: Uploading the CFDI XML into LSP through SAT Reporting sends back the UUID to the ERP.
Invoice Translation Maintenance See Invoice Translation Maintenance.
Language ID Set this to the default language of your ERP.

This is used for the language-specific elements on the generated output.
Non-Stock Maintenance See Non-Stock maintenance.
Output Generation Default You can use this option to turn on push reporting.

See LSP Configuration and Administration Guide.
Party Maintenance You can use this option to add a Party ID and specify its Party Type if it is a Customer or a Supplier, and its Taxpayer Type.
Postal Code/Municipality Code Translation Specify the Postal Code and the Municipality Code of the seller's address.
Reason for Payment You can specify the reasons for payment. Only payments with matching reason codes is selected for payment.
Setting the Addenda details See Setting the Addenda details.
Setting up the user-defined fields for Addenda See Setting up the user-defined fields for Addenda.
Statutory Auditing Translation Maintenance See Statutory Auditing Translation Maintenance.
Tax Codes Map the translation for your Company Tax Code to the Standard Tax Code.
Tax Regime per Customer You can use Customer Tax Regime Translation when the Tax ID (RFC) is not one of the standard codes: 616 (exports), 601 (12 character Tax IDs), or 612 (13 Character Tax IDs)
Note: This option is available to eInvoicing and CFDI Payments.
Text Maintenance See Text maintenance.