CFDI new layout version 3.3 in the Mexican version of Dynamics NAV

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)

Linguistic Quality Feedback

Thank you for taking the time to give us your feedback. It will be used to evaluate the linguistic quality of the translated Dynamics NAV user interface and make improvements if needed.

Please use this feedback link to provide your feedback to the below questions.

Q1: Which language and version of the product are you working on?

Q2: What is your role in your organization / company?

Q3: Is the used terminology correct for your market/locale?

Q4: Please include any other feedback you may have on the linguistic quality of the product.

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