Addenda Maintenance Setup

The Addenda Maintenance Setup form is a prerequisite of Addenda Default Code. It is also a prerequisite for PEPSICO where you must correctly specify the Addenda name, version, and the user-defined field that forms as the drop-down list in the Addenda Maintenance form.

  1. In the accordion panel on the left, click Settings.
  2. Select Mexico from the Accounting Entity list, then click Addenda Maintenance Setup - eInvoicing for eInvoicing service or Addenda Maintenance Setup - CFDI Payments for CFDI Payments service.
  3. To add a record:
    1. Click the upper ADD button.
    2. Specify this information:
      Addenda Name
      LSP delivers two addenda: one is specifically for PEPSICO where the addenda name must be specified as AddendaPCO. These contain information such as customer and supplier addresses and must be specified as Default Transformation 1 or Default Transformation 2.
      Version
      Specify the version. For PEPSICO Addenda, specify 2.0 as version. For generic addenda, specify v1.
      Upload
      You can upload your own XSLT addenda into the invoice. The XSLT must contain data elements listed in the standard Mexico addenda and CSV uploads. A sample file is available to use as a template. See Infor Localization Services Platform Configuration and Administration Guide.
      Note: 

      You must view the addenda in IDM to see the invoice containing your uploaded addenda. If you download from within LSP, you will only see the standard addenda node.

      This is because the addenda is only required as part of the invoice sent to customers and not as part of the invoice registration with the PAC.

    3. Click SAVE.
  4. To modify the details of a record:
    Note: You cannot modify a record if with an existing value in the Addenda Maintenance form.
    1. Select a line item from the Addenda Maintenance Setup list and click the upper MODIFY button.
    2. Specify the Addenda Name and Version.
    3. Click SAVE.
  5. To delete a record, select a line item from the Addenda Maintenance Setup list and click the upper DELETE button. Click SAVE.
    The record is deleted from the Addenda Maintenance Setup list.
    Note: You cannot delete a record if there is an existing value in the Addenda Maintenance form.