New Report
Access the New Report page to generate output files manually.
These additional parameters are required:
| Parameter | Description |
|---|---|
| Application Type | If the output file type is Journal Entries, select an application type. |
| Type of Delivery | If the output file type is Monthly Trial Balances, select Normal or Complementary. |
| Order Number | If the output file type is Journal Entries and application type is Audit or Compulsory Audit, specify order number. |
| Procedure Number | If the output file type is Journal Entries or Journal Auxiliary and application type is Compensation or Refund, specify order number. |
| Recipient | Select the submission body. |
Note: You cannot generate a report if an
Accounting Entity (Child AE) is assigned to a Reporting Entity. Additionally the Generate and
Submit buttons are disabled. If an AE is a Reporting Entity, users can generate output files,
however the Key Value Preview will not be available. Refer to Infor
Localization Services Platform Configuration and Administration Guide on how to
manage services.
For Mexico, a zip file containing .xml files is generated with a status of Awaiting Confirmation for these document types:
- Chart of Accounts
- Monthly Trial Balances
- Journal Entries
- Journal Auxiliary
The submission process is done through web service. The government has provided a portal wherein the companies can validate and test the XML files to be submitted.
The XML files must be zipped before they are uploaded to the Tax Administration Services (SAT) portal. Section shipping should be done with an existing electronic signature.