1. Country-Specific Features
  2. Mexico Help Topics
  3. Mexico-specific SuiteApps
  4. Mexico Foreign Trade
  5. Customs Details of Import Operations for Mexico Foreign Trade

Customs Details of Import Operations for Mexico Foreign Trade

When you process foreign trade transactions for imported goods, the SAT requires that you provide further information about the Customs handling the import.

There are two ways to add required customs information to a foreign trade transaction:

The following customs information is required for imported goods

Note:

These Mexico-specific custom fields are available when certain criteria are met. For more information, see Mexico Context.

The customs information can be added on all item records. However, after adding the customs information for the serialized or lot item, system will connect the SAT Customs Request number with the item when you create a foreign trade transaction.

To add customs details to an imported item from Item Receipt:

  1. Create or edit an item

  2. Go to Transactions > Purchases > Enter Purchase Orders

  3. Create a Purchase Order

  4. Follow these steps, if you are adding customs details for a serialized or a lot item:

    • On the Items subtab, enter the serial or lot item and fill in the required fields.

    • Click on the icon in the Inventory Detail field and populate the Serial/Lot Number.

    • Click OK to close the pop-up window.

  5. Click Save to save the purchase order.

  6. Click on Received to create an Item Receipt.

  7. On the Item Receipt record, fill in the fields SAT Customs Request Number, Import Date and Customs Name.

  8. Click Save.

To add customs details to an imported item from Inventory Adjustment:

  1. Create or edit an item.

  2. Go to Transactions > Inventory > Adjust Inventory.

  3. On Subsidiary, select a subsidiary for Mexico. The system will automatically display the fields for Mexico Foreign Trade.

  4. Fill in the SAT Customs request Number, Import Date and Customs Name fields.

  5. Follow these steps, if you are adding customs details for a serialized or a lot item:

    • On the Adjustments subtab, enter the serialized or lot item and fill in the required fields.

    • Click on the icon in the Inventory Detail field and populate the Serial/Lot Number column.

    • Click OK to close the pop-up window.

  6. Click Save.

To add SAT Customs Request Number to an item on a transaction:

Note:

If you edit or delete the SAT Customs Request Number additionally from either Inventory Adjustment or Item Receipt record, the change will not affect the SAT Customs Request Number assigned to already saved transactions.

  1. (Optional) Including the SAT Customs Request Number in a transaction is only required, if your company process imported goods. If you want to add the SAT Customs Request Number field to your transaction form:

    • Go to Customization > Forms > Transaction Forms

    • In the Sublist Fields subtab, select the box Show box to the label SAT Customs Request Number.

      For more information about including the SAT-required fields, see Compliance with Mexico SAT Requirements

  2. Create a foreign trade transaction (Invoice, Cash Sale, Item Fulfillment or Credit Memo).

  3. On the Items subtab, enter your serialized or lot item.

  4. Click on the icon in the Inventory Detail field and populate the Serial/Lot Number.

    Note:

    If you combine items from different inventories on the same item line, the SAT Customs Request Number field will not be populated. If you want the system to assign the SAT Customs Request Number to your item, add each item to a separate item line.

  5. Click OK to close the pop-up window. The system automatically populates the SAT Customs Request Number field.

    The system only automatically populates the SAT Customs Request Number field on a new transaction. If you decide to edit the transaction additionally, you must fill in the SAT Customs Request Number manually.

  6. If you want to edit the SAT Customs Request Number manually, click on the populated SAT Customs Request Number field.

Related Topics

General Notices