1. Country-Specific Features
  2. Mexico Help Topics
  3. Mexico-specific SuiteApps
  4. Mexico Bill of Lading (Complemento Carta Porte)
  5. Managing Operators Information

Managing Operators Information

The SAT operator (person or company who uses the goods vehicle) is captured in NetSuite as a contact. The SAT requires that you include certain information about the operators in the CFDI. Complete the following procedure to provide the details required by the SAT.

To manage the operator information:

  1. Go to Lists > Relationships > Contacts > New (Administrator).

  2. Under Primary Information:

    1. From the Custom Form list, select Mexico Standard Contact Form.

    2. In the Name field, enter the name of the vehicle’s operator. The value in this field becomes available for selection in the Operators Name list, under the CFDI Information subtab of the transaction.

    3. In the RFC field, enter the operator’s tax ID number. For more information about the RFC field, see RFC Field.

  3. On the Address subtab:

    1. Check the Default Billing box to include this address in the CFDI (XML and PDF).

    2. Edit the address details. For more information, see Entering or Editing an Address for Mexico Bill of Lading.

  4. For more information about the other fields on the contact page, see Creating a Contact.

Related Topics

General Notices