(MEX) Electronic invoice parameters (form) [AX 2012]

Updated: December 7, 2012

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

Click Organization administration > Setup > EInvoice > Electronic invoice parameters .

Use this form to set up parameters for generating electronic invoices. You can select the digital certificate, XML schema definition (XSD) version, XML schema file, and email template to use to generate electronic invoices.

If your organization generates electronic invoices by using Microsoft Dynamics AX and then validates them manually by using a government website, enable electronic invoicing by using the fields in the CFD area of the Electronic invoice parameters form.

If your organization uses electronic invoices that are validated and certified by a third-party digital signature service provider (PAC), enable electronic invoicing by using the fields in the CFDI area of the Electronic invoice parameters form.

NoteNote

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

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

Link

Description

CFD

Set up parameters to enable your organization to manually validate electronic invoices.

CFDI

Set up parameters to enable a PAC to validate and certify electronic invoices.

Button

Description

Authorization numbers

Set up folio numbers for an electronic invoice.

PAC web service

Open the PAC web service form to set up the PAC web service.

Field

Description

Enable CFD (electronic invoices)

Select this check box to generate electronic invoices by using the CFD method.

CFD version

Select the XSD version to use to generate electronic invoices. The following options are available:

  • <Blank> – No specific XML schema is used to generate electronic invoices.

  • 2.0 – XSD 2.0 must be used to generate electronic invoices.

  • 2.2 – XSD 2.2 must be used to generate electronic invoices.

CFD XML schema file

Specify the path to the XML schema file that is provided by the Servicio de Administración Tributaria (SAT).

Certificate

Select the digital certificate to use to generate electronic invoices.

CFD digest algorithm

Select the algorithm to use to generate electronic invoices and the digital stamp. The following options are available:

  • <Blank> – Do not use an algorithm.

  • SHA-1 – Use the SHA-1 algorithm.

E-mail ID

Select the identification code of the email template.

Send report file - PDF

Select this check box to attach the .pdf file of an electronic invoice to the corresponding email message when the invoice is posted.

Enable CFDI (electronic invoice)

Select this check box to generate electronic invoices by using the CFDI method.

CFDI version

Select the XSD version to use to generate electronic invoices. The following options are available:

  • <Blank> – No specific XSD version is used to generate electronic invoices.

  • 3.0 – XSD 3.0 must be used to generate electronic invoices.

  • 3.2 – XSD 3.2 must be used to generate electronic invoices.

PAC certificate

Select the name of the PAC certificate to use to transmit XML messages.

Environment

Select the environment used to generate CFDI electronic invoices.

PAC account

Select the PAC account number.

Send mail

Select this check box to send the .pdf and .xml files of CFDI invoices as email attachments.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

Community Additions

Show: