(MEX) Einvoice monthly report (EInvoiceReport_MX)

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The EInvoice monthly report displays all the electronic and paper invoices that have been issued for the month. You can use the Sistema de comprobantes fiscales digitales CFD Plus (SICOFI) application website to submit the monthly report to the Servicio de Administración Tributaria (SAT) in .txt format. The report is due on or before the fifth day of the following month. This report is typically used by collections agents, collections managers, chief financial officers, accounts receivable clerks, accounts receivable managers, accountants, accounting managers, accounting supervisors, financial controllers, and accounts receivable centralized payments clerks.

How to filter the data on this report

When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.

Field

Description

Month/Year

Select the month and year that the report is generated for.

EInvoice

Select this check box to include only the electronic invoices issued for the month in the report.

File path

Specify a file name and file path to store the monthly report.

How to work with reports

The following topics explain how to print a report and how to filter and sort the data on a report.

Details of this report

The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.

Detail

Description

Name of report in the AOT

EInvoiceReport_MX

Location of report in the AOT

SSRS Reports\Reports\ EInvoiceReport_MX

Menu item of the report

EinvoiceMonthlyReport_MX

Navigation to the report

Click Accounts receivable > Periodic > CFD - Electronic invoices > EInvoice monthly report.

Where the data in this report comes from

The data on this report comes from the following sources:

  • EInvoiceReportTmp_MX

Note

To find out where the data in the temp table comes from, view the cross-references for the EInvoiceReportDP_MX.processReport class.

If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.

  1. Open the AOT.

  2. Locate the report in the SSRS Reports\Reports node.

  3. Right-click the report and click Add-Ins > Cross-reference > Using (instant view).