Mexico Bill of Lading Use Cases
You can generate an item fulfillment from a Transfer Order or a Sales Order for Mexico. For more information, see Order Fulfillment.
Bill of Lading for an Item Fulfillment Coming from a Transfer Order
Business case when the item fulfillment transaction comes from a Transfer Order:
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Your company makes and sells items.
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You store these items in multiple warehouses.
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You need to transfer inventory from warehouse A to warehouse B.
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You use your own transport to move the items between warehouses.
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You must generate and certify an item fulfillment transaction with the corresponding bill of lading information (CFDI Transfer type).
Bill of Lading for an Item Fulfillment Coming from a Sales Order
Business case when the item fulfillment transaction comes from a Sales Order:
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Your company makes and sells items.
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You sell some items to Company C.
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You need to transfer these items from either your factory or one of your warehouses to Company C.
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You use your own transport to move these items to Company C.
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You must generate and certify an item fulfillment transaction with the corresponding bill of lading information (CFDI Transfer type).
Generating Item Fulfillments for Mexico Bill of Lading
To generate an item fulfillment transaction with a bill of lading document (complemento carta porte), follow this procedure.
To generate an item fulfillment for Mexico Bill of Lading:
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In the Primary Information field group of the item fulfillment transaction, do the following:
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From the Custom Form list, select Mexico Complemento Carta Porte Item Fulfillment.
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Check the Mexico Bill of Lading box.
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Follow the steps described on the Generating Item Fulfillments for Mexico page and fulfill the fields required by the SAT to certify the item fulfillment with a bill of lading for road transport.