This release for Microsoft Dynamics NAV adds support for the updated layout definition version 3.3 of Mexican CFDI reporting.
Overview
This article describes a country-specific update for Mexico of CFDI new layout version 3.3 in Microsoft Dynamics NAV.
Electronic invoice parameters
If your organization uses electronic invoices that are validated and certified by a third-party digital signature service provider (PAC), enable the electronic invoicing by using the fields in the CFDI area of the Electronic invoice parameters form.
The following changes are introduced as part of changes in layout version 3.3:
CFDI version. Version 3.3 is now available.
CFDI digest algorithm. SHA-256.
CFDI payment XML schema file. Path and schema file to validate the CFDI payment complement.
Total amount limits. Identify the incoming and outgoing total amount limits that requires confirmation number.
Default government classification codes:
- SAT product code. Use this classification for scenarios where the item code is not identified.
- SAT unit code. Use this classification for scenarios where the unit of measure is not identified.
This update will apply to Microsoft Dynamics NAV (Microsoft Dynamics NAV 2013 R2, Microsoft Dynamics NAV 2015, Microsoft Dynamics NAV 2016 and Microsoft Dynamics 2017)
As part of new layout version 3.3, the tax authority has introduced new catalogs that are addressed in Microsoft Dynamics NAV.
Reference Information
| Reference No. | 228100 |
|---|---|
| Product Area | Sales Invoice, Payment and Prepayment |
| Discovered in | Microsoft Dynamics NAV 2013 R2, 2015,2016 and 2017 |
| Title | Electronic CFDI reporting format 3.3 |
| Released on | December 2017 |
Important Notice to Customers
We recommend that you contact your Microsoft Dynamics Partner before installing service packs or hotfixes. It is important to verify that your environment is compatible with the service pack(s), hotfix(es), or download(s) being installed. A service pack, hotfix, or download may cause interoperability issues with customizations, and third-party products that work with your Microsoft Dynamics solutions.
Important Notice to Partners
As per the SPA, it is non-compliant for partners to redistribute tax and regulatory updates to ERP customers not enrolled in the Business Ready Enhancement Plan. Partners can verify their customer’s status in VOICE. If they're not enrolled, Partners will need to get them current before they can distribute.
Installation
Before this update can be installed, the following prerequisites are required for the different versions:
Microsoft Dynamics ® NAV 2017 Mexico (CU 12 for FOB)
- This update is available through Microsoft Dynamics NAV Cumulative Update CU 13 as well as a FOB release
Microsoft Dynamics ® NAV 2016 Mexico (CU 25 for FOB)
- This update is available through Microsoft Dynamics NAV Cumulative Update CU 26 as well as a FOB release
Microsoft Dynamics ® NAV 2015 Mexico (CU 37 for FOB)
- This update is available through Microsoft Dynamics NAV Cumulative Update CU 38 as well as a FOB release
Microsoft Dynamics ® NAV 2013 R2 Mexico (CU 49 for FOB)
- This update is available through Microsoft Dynamics NAV Cumulative Update CU 50 as well as a FOB release
Installation Steps:
For more information about how to install an update rollup, click the following article number to view the article in the Microsoft Knowledge Base:
- 2834770 - How to install a Microsoft Dynamics NAV 2013 R2 Cumulative Update
- 3021418 - How to Install a Microsoft Dynamics NAV 2015 Cumulative Update
- 3109325 - How to install a Microsoft Dynamics NAV 2016 Cumulative Update
- 3204818 - How to install a Microsoft Dynamics NAV 2017 Cumulative Update
- Load the latest Cumulative Update for Microsoft Dynamics NAV 2013 R2 (CU 50)
- Install the hotfix for MX Electronic CFDI Reporting Format 3.3 Microsoft Dynamics NAV 2013 R2
- Download the SATUse_Codes.xml from the downloads site to your local desktop.
- When you run the Mexican CFDI Setup wizard, the system will prompt you for the location of this file to bring in default category data that is required for the Mexican CFDI file.
Note:
- Existing customizations in objects that are included in this update file may break when you import the regulatory feature.
- No data upgrade is required before you can use this feature.
Licensing
Refresh your license to access the new objects that are added with this release.
Objects
The following objects have been modified with this release:
| Type | No. | Name | Added/Modified All versions |
|---|---|---|---|
| Codeunit | 10145 | E-Invoice Mgt | Modified |
| Codeunit | 10146 | Blob Management | Modified |
| Codeunit | 27030 | SAT Utilities | Added |
| Menusuite | 1020 | Dept-Region | Modified |
| Page | 1 | Company Information | Modified |
| Page | 10 | Countries/Regions | Modified |
| Page | 132 | Posted Sales Invoice | Modified |
| Page | 143 | Posted Sales Invoices | Modified |
| Page | 144 | Posted Sales Credit Memos | Modified |
| Page | 209 | Units of Measure | Added |
| Page | 21 | Customer Card | Modified |
| Page | 22 | Customer List | Modified |
| Page | 25 | Customer Ledger Entries | Added |
| Page | 27010 | Mexican CFDI Wizard | Added |
| Page | 27011 | SAT Payment Terms Subform | Added |
| Page | 27012 | SAT Payment Methods Subform | Added |
| Page | 27013 | SAT Item Subform | Added |
| Page | 27014 | SAT Customer Subform | Added |
| Page | 27015 | SAT CFDI Document Information | Added |
| Page | 30 | Item Card | Modified |
| Page | 4 | Payment Terms | Added |
| Page | 427 | Payment Methods | Modified |
| Page | 5977 | Posted Service Invoices | Modified |
| Page | 5978 | Posted Service Invoice | Modified |
| Table | 112 | Sales Invoice Header | Modified |
| Table | 114 | Sales Cr Memo Header | Modified |
| Table | 18 | Customer | Modified |
| Table | 1803 | Assisted Setup | Modified |
| Table | 204 | Unit of Measure | Added |
| Table | 21 | Cust Ledger Entry | Modified |
| Table | 27 | Item | Modified |
| Table | 27005 | CFDI Documents | Added |
| Table | 27010 | SAT Classification | Added |
| Table | 27011 | SAT Relationship Type | Added |
| Table | 27012 | SAT Use Code | Added |
| Table | 27013 | SAT Unit of Measure | Added |
| Table | 27014 | SAT Country Code | Added |
| Table | 27016 | SAT Tax Scheme | Added |
| Table | 27017 | SAT Payment Term | Added |
| Table | 27018 | SAT Payment Method | Added |
| Table | 27020 | SAT MX Resources | Added |
| Table | 289 | Payment Method | Modified |
| Table | 3 | Payment Terms | Added |
| Table | 5992 | Service Invoice Header | Modified |
| Table | 5994 | Service Cr Memo Header | Modified |
| Table | 79 | Company Information | Modified |
| Table | 9 | Country/Region | Modified |
| XMLPort | 27010 | SAT Classification | Added |
| XMLPort | 27011 | SAT Relationship Type | Added |
| XMLPort | 27012 | SAT Use Code | Added |
| XMLPort | 27013 | SAT Unit of Measure | Added |
| XMLPort | 27014 | SAT Country Code | Added |
| XMLPort | 27015 | SAT Payment Method | Added |
| XMLPort | 27016 | SAT Tax Scheme | Added |
| XMLPort | 27017 | SAT Payment Term | Added |
| Report | 10476 | Elec Sales Credit Memo MX | Modified |
| Report | 10477 | Elec Sales Invoice MX | Modified |
| Report | 10478 | Elec Service Cr Memo MX | Modified |
| Report | 10479 | Elec Service Invoice MX | Modified |
Setup
See Setup and User Guide document for more details.
Summary:
- To enable this feature, you should have two certificates installed, one from the SAT (Mexico Taxing Authority) and one from the authorized PAC Web Service Provider. The two certificates should be installed on the machine that is requesting a stamp from the PAC.
- Setup SMTP
- Setup PAC Web Services.
- The electronic invoice is generated after you have posted a Sales Invoice or Sales Order in NAV from the Posted Sales Invoices list. Here you request the Digital Stamp for the recently posted document.
Support Information
If you are experiencing issues downloading the install file or documentation, please contact ITMBSSUP@microsoft.com.
For technical support questions, contact your partner or, if enrolled in a support plan directly with Microsoft, you can enter a new support request to Microsoft Dynamics® Technical Support from Customer Source or Partner Source under Support >> New Support Request.
You can also contact Microsoft Dynamics® Technical Support by phone using these links for country specific phone numbers.
Partners - Global Support Contacts (requires Partner Source login)
Customers - Global Support Contacts (requires Customer Source login)
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