(MEX) Set up parameters and authorization codes for an electronic invoice [AX 2012]

已更新:December 7, 2012

应用于: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use the 电子发票参数 form to set up parameters to generate electronic invoices. You can select a digital certificate, the XML schema definition (XSD) version, and the email template used to generate and issue an electronic invoice. You can also select the algorithm method to generate the digital stamp.

Use the 授权编号 form to set up folio numbers for an electronic invoice. A folio number is an invoice number that consists of the series, number sequences, and authorization numbers. You can obtain a list of folio numbers from the Sistema de comprobantes fiscales digitales CFD Plus (SICOFI) application. The Servicio de Administración Tributaria (SAT) uses the folio numbers to identify the issuers of electronic invoices. You can also define a range of invoice numbers that the series, number sequences, and authorization numbers are assigned for. There can be breaks between ranges, but numbers cannot overlap.

  1. 单击 组织管理 >设置 >电子发票 >电子发票参数

  2. Select the 启用 CFD (电子发票) check box to activate electronic invoice generation.

  3. In the CFD 版本 field, select the XSD version that is used to generate and issue an electronic invoice:

    • <Blank>

    • 2.0 - XSD 2.0 must be used to generate and issue the electronic invoice.

  4. In the CFD XML 架构文件 field, specify the path of the XML schema file provided by the SAT.

  5. In the 证书 field, select the digital certificate that is used to generate and issue an electronic invoice.


    You must import the digital certificate to the computer where Application Object Server (AOS) is running. For more information, see (MEX) Configure the digital certificate in Microsoft Windows Server 2008.

  6. In the CFD 摘要算法 field, select the algorithm method:

    • <Blank>

    • SHA-1 - The algorithm method that is used to generate the digital stamp and issue electronic invoices beginning on January 01, 2011.

  7. In the 电子邮件 ID field, select the identification code of the email template. For more information, see (MEX) Set up email parameters for an electronic invoice.


    You can view the status of an outgoing email message in the 电子邮件发送状态 form. For more information, see 电子邮件发送状态(窗体).

  8. Select the 发送报表文件 - PDF check box to attach the .pdf file of an electronic invoice to the email when the invoice is posted.


    The .pdf file is attached to the email only if you select PDF in the 文件格式 field in the 打印机设置 form. For more information, see (MEX) Set up print management options for an electronic invoice.

  9. Click 授权编号.

  10. In the 授权编号 form, create a new line.

  11. In the 授权代码 field, enter the authorization code assigned by the SAT for each set of electronic invoices.

  12. In the field, enter the year that the SAT assigned the authorization code for the set.

  13. In the 系列 field, enter the series for the set of electronic invoices.

  14. In the 编号规则代码 field, select the number sequence code for the set. You can set up a number sequence code in the 编号规则 form.

  15. In the 源编号 and 目标编号 fields, enter the starting and ending sequence numbers of the set.

  16. Close the forms.

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