MX-00010 Set parameters for an electronic invoice

This article explains how to set up an electronic invoice and a Proveedor autorizado de certificación (PAC) account to get approval and a digital stamp in Microsoft Dynamics 365 Finance.

The following procedures can only be completed for a legal entity with a primary address in Mexico. Before you can start the procedure, the certificates used to encrypt the XML message must be installed and the schema XSD file must be copied in the application.

The procedures was created using the demo data company MXMF.

Set up PAC accounts

To set up PAC accounts, follow these steps.

1. In Dynamics 365 Finance, go to Accounts receivable > Invoices > E-Invoices > PAC Accounts.
2. Select New.
3. In the PAC account field, enter a value.
4. In the Name field, enter a value.
5. In the RFC number field, enter the Federal Registration for Taxpayers (RFC) number of your PAC provider.
6. Select Save.
7. Select New.
8. In the Environment field, select the type of environment from which the web services are run. Check with your PAC provider about the availability of testing and production environments.
9. In the Internet address field, enter the web service address of your PAC provider.
10. In the Web service field, select Request stamp. The request stamp web service is used to request the digital signature.
11. In the Method name field, enter the name of operation used to request the approval of an electronic invoice. You can contact your PAC provider to get the operation name.
12. Select New.
13. In the Environment field, select the type of environment from which the web services are run. Check with your PAC provider about the availability of testing and production environments.
14. In the Internet address field, enter the web services address of your PAC provider.
15. In the Web service field, select Cancel.
16. In the Method name field, enter the name of the operation used in the web services process to cancel an electronic invoice. Contact your PAC provider to get the operation name.

Set up electronic invoice parameters

To set up electronic invoice parameters, follow these steps.

1. In Dynamics 365 Finance, go to Accounts receivable > Invoices > E-Invoices > Electronic invoice parameters.
2. For the Enable CFDI (electronic invoice) option, set the slider to Yes.
3. In the Certificate field, select the drop-down button to open the lookup.
4. In the list, select the link in the selected row.
5. In the CFDI version field, select an option. You can check the current available version of the CFDI schema on the government website.
6. In the CFDI XML schema file field, enter the path and name of the CFDI XML schema file.
7. In the Environment field, select an option.
8. In the PAC certificate field, select the drop-down button to open the lookup.
9. In the list, find and select the desired record.
10. In the list, select the link in the selected row.
11. In the PAC account field, select the drop-down button to open the lookup.
12. In the list, select the link in the selected row.
13. Select or clear the Send mail checkbox.
14. In the E-mail ID field, select the drop-down button to open the lookup.
15. In the list, select the link in the selected row.
16. Select or clear the Send report file - PDF checkbox.