Setting up the user-defined fields for Addenda

  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. Select a line item from the Addenda Maintenance Setup list and click the lower ADD button.
    2. Specify this information:
      User Defined Field
      Specify the user-defined field. For PEPSICO Addenda, specify Provider ID and Service Payment ID as user-defined fields.
      Required
      Select if you must require the user-defined field.
    3. Click SAVE.
      The new record is added to the User Defined list.
  4. To modify the details of a record:
    1. Select a line item from the Addenda Maintenance Setup list.
    2. Select a line item from the User Defined list and click the lower MODIFY button.
    3. Specify this information:
      User Defined Field
      Specify the user-defined field. For PEPSICO Addenda, specify Provider ID and Service Payment ID as user-defined fields.
      Required
      Select if you must require the user-defined field.
    4. Click SAVE.
  5. To delete a record:
    1. Select a line item from the Addenda Maintenance Setup list.
    2. Select a line item from the User Defined list and click the lower DELETE button. Click SAVE.
    The record is deleted from the User Defined list.