1. Country-Specific Features
  2. Mexico Help Topics
  3. Mexico-specific SuiteApps
  4. Mexico Certification Tax Authorities
  5. Setup for Electronic Invoicing Cancellation for Mexico

Setup for Electronic Invoicing Cancellation for Mexico

Before you start canceling electronic invoices in NetSuite for Mexico, you must set up the generation and certification of your e-documents. This section includes the following topics:

Creating Cancellation E-Document Sending Methods for Mexico

To certificate the cancellation of electronic invoices with the Mexican tax authorities, create an e-document sending method record for Mexico.

To create a cancellation e-document sending method:

  1. Go to Setup > E-Documents > E-Document Sending Methods > New.

  2. In the Name field, enter Solución Factible Cancellation Sending Method as the name for the e-document sending method.

  3. In the E-Document Package field, select the Solución Factible E-document Package.

  4. In the Sending Channel field, enter SOAP.

  5. In the Transaction Type field, select the following transaction types:

    • CFDI Invoice Cancellation

  6. Check the Sending Method for Certification box.

For more information about sending methods, see Creating E-Document Sending Methods.

Configuring accounts in the PAC Configuration

To follow with the configuration needed for the certification of invoice cancellation for Mexico, the default accounts that apply for cancellation must be setup.

To set up cancellation accounts

  1. Go to Setup > Accounting > Accounting Preferences.

  2. In the Items/Transactions tab, select the corresponding accounts for the following fields:

    1. In the Default Income Account field, select Sales.

    2. In the Default Asset Account field, select Inventory.

  3. Click Save.

To configure accounts in the PAC Configuration

  1. Go to Setup > Mexico Localization > PAC Configuration

  2. Select Solución Factible E-Document Package and click the Edit button.

  3. In the Invoice tab, go to the Cancellation Accounts Setup subtab.

  4. Select the Returned Sales and Returned Inventory accounts.

Configuring cancellation XML templates

To configure the cancellation template

  1. Go to Setup > E-Document Templates

  2. Select the Solución Factible outbound invoice cancellation template.

  3. In the Transaction type field, choose CFDI Invoice Cancellation.

  4. Go to Setup > Mexico Localization > PAC Configuration.

  5. Select Solución Factible E-Document Package and click the Edit button.

  6. In the E-Document tab, choose the New E-Document Templates button and add the Solución Factible outbound invoice cancellation template.

    Important:

    In this version, Solución Factible outbound invoice cancellation template is available in the Solución Factible outbound invoice cancellation update article in SuiteAnswers. Please follow the instructions there to configure the template.

Adding Mexico Certification Custom Fields

The Mexico Tax Authority (SAT) provides you with authentication credentials when you register your company to certify e-documents with the city. The tax authority uses this information to authenticate your request for certification.

To include the credentials on the certification requests you send to Mexico, create certification custom fields on the city's e-document certification settings record.

To improve the security of the credentials you store in NetSuite, you should encrypt the PAC PASS and PAC User custom fields. To enable the encryption, create an API secret and enter its ID on the e-document certification settings record associated with the SAT certification service. Ensure that the API secret password has 16, 24, or 32 bytes. For more information, see Creating Secrets and Defining E-Document Certification Settings.

You should do this for all subsidiaries that send e-documents for certification to Mexico, both in test and production environments.

To add Mexico certification custom fields

General Notices