(MEX) CFD (electronic invoices) (form)

  • Article

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

Click Accounts receivable > Inquiries > Journals > CFD (electronic invoices).

Use this form to view, email, export, or print an already generated electronic invoice based on a customer’s request. You can view and export the .xml file of the electronic invoice to your computer. You can also resend the .pdf and .xml files of the electronic invoice as email attachments to the customer.

Note

(MEX) This form is available only to legal entities whose primary address is in Mexico.

Task that uses this form

(MEX) View, email, export, and print an electronic invoice

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Sales

View the sales invoice amount, invoice account, and voucher details of electronic invoices.

Free text invoice

View the sales invoice date, invoice amount, invoice account, and voucher details of electronic invoices.

Project

View the sales invoice date, invoice amount, invoice account, sales currency, and voucher details of electronic invoices.

Buttons

Button

Description

Functions

Open a menu with the following items:

  • View XML file - View the .xml file of the electronic invoice.

  • Export XML - Export the .xml file of the electronic invoice to the path specified in the CFD XML schema file field in the Electronic invoice parameters form.

  • Send e-mail - Resend the .pdf and .xml files of the electronic invoice as email attachments to the customer.

Inquiries

Open a menu with the following items:

  • Invoice journals - Open the Invoice journal form to view the invoice journal transactions attached to the electronic invoice.

  • Voucher - Open the Voucher transactions form to view the voucher transactions attached to the electronic invoice.

Print

Open a menu with the following items:

  • Copy preview - Print a copy of the electronic invoice.

  • Original preview - Print the original record of the electronic invoice.

  • Use print management - Print the electronic invoice by using the setup options in the Print management setup form.

Fields

Field

Description

Invoice

The identification number of the electronic invoice.

Date

The date when the electronic invoice was posted.

Voucher

The voucher number attached to the electronic invoice.

Invoice account

The account that the electronic invoice was posted to.

Currency

The ISO currency code used in the electronic invoice.

Invoice amount

The gross amount of the electronic invoice.

Sales currency

The ISO currency code of the sales transaction in the electronic invoice.

Series

The series of the batch that the electronic invoice belongs to.

CFD version

The XSD version used to generate and issue the electronic invoice.

Authorization code

The authorization code assigned by the Servicio de Administración Tributaria (SAT) for the batch that the electronic invoice belongs to.

Year

The year when the authorization code was assigned by the SAT for the batch that the electronic invoice belongs to.

Certificate

The digital certificate that was used to generate the electronic invoice.

See also

(MEX) Electronic invoice parameters (form)

(MEX) Set up print management options for an electronic invoice

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