Getting started

Prerequisites

Ensure you have read Solution overview. This gives you a high level description of the services together with a quick start guide to help you get started.

You must first setup and configure all master data before submitting transactions from your ERP.

See Settings.

Publishing BODs from your ERP

Ensure that all customer names published from your ERP are set up without the corporate regime.

For example, INFOR MEXICO SOFTWARES rather than INFOR MEXICO SOFTWARES SA DE CV. This is used to validate the invoice.

Addenda

Addenda are supplementary data held in XML format that are not required for Invoice registration but may be required for customer's acceptance of the invoices. They may also be necessary if you are using the PAC to print the invoices as the CFDI does not carry all the required information, for example customer and sender's address.

They must be considered early on in your implementation project as a priority, since potentially every one of your trading partners may require a separate addenda. Customer-specific stylesheets (XSLTs) are required to be manually created by the project team.

See Addenda.

Printing invoices

The printed invoice requires the UUID assigned during the invoice registration process and also a QR code containing CFDI information. Please refer to your ERP's documentation to see whether printing is supported within the core ERP. This may dictate the level of service you must obtain from your PAC provider.

See Infor Localization Services Platform Configuration and Administration Guide.

CFDI Substitutions (type 04)

For the CFDI substitutions process, the invoice is generated and registered, which is then canceled on Portal. The ERP generates a credit to cancel the invoice. This credit is related to the original invoice and is a designated Cancel in the Default Codes – eInvoicing form. It is not sent to the PAC but is held in the database to keep the ERP ledgers in sync.

The ERP generates a new invoice which refers to the credit. LSP assigns the canceled credit as a CFDI substitution (04) on the Relacionados block and outputs the UUID of the Original Invoice.

Ensure that this function is supported by your ERP.

Accounting Entity Maintenance

Ensure that the Accounting Entity name is set up without the corporate regime. For example, INFOR MEXICO SOFTWARES rather than INFOR MEXICO SOFTWARES SA DE CV. This is used to validate the invoice.

You can use this table to add additional information into Accounting Entity Maintenance IDENTIFIER page:

ID Type ID Number Scheme ID Default
TaxIdentification Number Enter your company Tax Registration Number