Electronic Invoicing for Mexico Bill of Lading
The Mexico Localization and Electronic Invoicing SuiteApps are required for generating Mexico Bill of Lading e-documents. For more information, see Mexico Localization SuiteApp Installation and Electronic Invoicing Administrator Guide.
Currently, the Mexico Bill of Lading (Complemento Carta Porte) SuiteApp supports:
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Outbound item fulfillment transactions for road transport.
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MySuite and Solución Factible. You can also integrate NetSuite with other PACs certified by the SAT. For information about setting up Electronic Invoicing, see Electronic Invoicing Administrator Guide
The Mexico Bill of Lading (Complemento Carta Porte) SuiteApp enables you to generate and process e-documents together with a bill of lading. It includes Mexico-specific custom fields that comply with the SAT specifications for issuing CFDIs with bill of lading (carta porte) information. These Mexico-specific custom fields are available when certain criteria are met. For more information, see Mexico Context.
The XML e-documents generated from the supported transactions require certification from the SAT before being forwarded to customers.
After the CFDI is approved and stamped by the SAT, the PAC returns the certified CFDI to NetSuite.
As soon as the CFDI is certified, a printable version becomes available for download. The PDF version is stored in the File Cabinet.
The Mexico Bill of Lading SuiteApp includes integration with the following preconfigured Mexican PACs:
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MySuite
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Solución Factible
The following components, which are part of Mexico Localization, should be updated upon installation of Mexico Bill of Lading. This is needed to reflect the bill of lading document (complemento carta porte) fields.
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E-document templates in XML format, which let you integrate with the PACs. To reinstall the XML templates, go to Setup > Mexico Localization > Mexico Localization Components.
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The PDF template for the certified CFDI (automatic update).
You should update to the latest version of the outbound item fulfillment template only for your active PACs.
It is encouraged to create a back-up for the customization on Item Fulfillment templates, as any changes made to the original templates will be overwritten by updates.
For more information about updating Mexico Localization components, see Installing the Mexico Localization SuiteApp.
To customize the layout of the advanced PDF template delivered with the Mexico Bill of Lading (Complemento Carta Porte) SuiteApp, go to Customizations > Forms > Advanced PDF/HTML Templates and search for Mexico Certified (transaction) PDF Template. For more information about the Advanced PDF/HTML Templates feature, see Advanced PDF/HTML Templates.
When customizing a Mexico transaction form, select the Standard (transaction) PDF/HTML Template from the Print Template and Email Template dropdown lists. Do not select the Mexico Certified (transaction) PDF Template on this record. The Mexico Certified (transaction) PDF Template is used for Certification processes and, therefore, must be specified on the PAC Configuration record only.
You can send the generated e-documents (XML and PDF) to your customers. For more information, see Sending and Resending E-Documents.
To learn more about the outbound electronic invoicing process, see Outbound Electronic Invoicing.
To learn about the generation of transactions with a bill of lading, see Mexico Bill of Lading Use Cases