Default Codes - eInvoicing

Default codes are used for each document type to be used in the output files. The required fields accept only the values that are provided by the tax authorities. Ensure that these codes are properly set up to prevent validation errors.

Code Description
Use Code Select use code from the list.
Tax Regime Select a tax regime code for Mexico from the list.
Time Zone Select a time zone for Mexico from the list.

The system automatically updates the changes in time. You can use this option to offset the Coordinated Universal Time (UTC) on the invoice or adjust any unexpected time changes.
Tax Provision Specify the tax provision.

You can use this option for LeyendasFiscales' disposicionFiscal element.
Article Number or Rule Specify the article number or rule.
Foreign Trade Complement Select Always if the foreign trade complement should always be output on the invoice.

Select Conditional if it should be output only if a set of conditions is met:

  • If the invoice has a customs type of A1,
  • a subtype is defined in Foreign Trade Compliment Setup
Addenda You can use this option to specify that the addenda block is filled across all sales invoices.

If a user requires a specific addenda output on all invoices, it can be specified here and no longer requires to be set at customer level.

If Use Default LSP Addenda is selected, all invoices shall fill a generic LSP Addenda.

For other addenda that is across all sales invoices but with specific requirements, the Addenda Name and Version must be specified in Addenda Maintenance Setup.

See Addenda.
Cancel Invoice You can designate which Invoice sub-type in your ERP is a Cancel. All Credit notes received with this specific sub type will not be sent to the PAC and will show in LSP as Failed because of the Cancel sub-type.

You can create a new Invoice to replace the canceled one.

Note: 
  • The cancellation of Invoices registered with your PAC is not currently supported. You must manually cancel them through your PAC’s portal directly.
  • Any Journals matched to the canceled CFDI must be unmatched.

See the CFDI Substitutions (type 04) section on Getting started

.
Split Invoice Number You can use this option to split the invoice number into Serie and Folio before sending.

Set to No if you wish Serie to be the Invoice Location and Folio the invoice number.

Set to Yes, to activate the split invoice function. Invoice numbers should be sent with a space part way through. The characters before the space are put into the Serie and the remaining characters go into the folio.

Note: Check if your ERP supports this function.

See Translation Maintenance.