(MEX) Create a vendor account with tax registration details [AX 2012]

已更新:March 17, 2011

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

In accordance with Mexican legislation, companies must report all vendor transactions in the Declaración Informativa de Operaciones con Terceros (DIOT), a tax declaration that is submitted to the Servicios de Administración Tributaria (SAT). The tax registration IDs must be included in the DIOT: the Registro Federal del Contribuyentes (RFC) number, Clave Única de Registro de Población (CURP) number, and state inscription number. The RFC number and state inscription number are assigned to both individuals and corporations, but CURP numbers are assigned only to individuals.

Use the 供应商 form to enter the RFC, CURP, state inscription number, and other vendor details for the DIOT. You can also assign a default operation type for all vendor invoice transactions that you will create for the selected vendor.

  1. 单击 应付帐款 >常用 >供应商 >所有供应商

  2. Click 供应商 to create a new vendor.

  3. Click the 发票和交货 FastTab, and in the 公司类型 field, select 01: 法人 or 02: 法人.

    The RFC 编号, CURP 编号, and 州注册 fields are only available if you select the type of company.

  4. In the RFC 编号 field, enter the 12-character RFC number of the vendor. The first three characters represent the company name, the next six characters represent the date of company registration (YYMMDD), and the last three characters are assigned randomly by the government.

  5. In the CURP 编号 field, enter the 18-character CURP number of the vendor. The first four characters represent the individual’s name, the next six characters represent the date of birth (YYMMDD), the next character represents the gender (M: female or H: male), and the next two characters represent the state where the person resides. The last five characters are assigned randomly by the tax authority.

  6. In the 州注册 field, enter the state inscription number of the vendor.

  7. In the 供应商类型 field, select 04: 国内供应商.

  8. In the 工序类型 field, select the operation type as 03: 专业服务, 06: 租赁/出租, or 85: 其他.

    The option you select becomes the default selection when you create purchase transactions for the vendor.

  9. Close the form to save your changes.

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